Bulk Export of PDFs (Resources)

Summary: Introduce a functionality that allows users to export multiple PDFs in a bulk manner, similar to the 'Form Reporting' option. This enhancement aims to eliminate the need to download each PDF individually, streamlining the process and saving valuable time. Intended Outcome: Users should be able to select multiple forms or reports and export them as PDFs in one go. This will enhance the user experience by providing a more efficient way to manage and download large volumes of data in PDF format. How Will It Work? Within the Form Reporting section (or a similar appropriate section), users will have an option to select multiple forms or reports. Once selected, there will be an option to "Export as PDFs." Users can then choose the destination for the bulk download or receive a zipped file containing all the selected PDFs.This feature will ensure that the format and integrity of each PDF are maintained during the bulk export process. Example below: Use the selection check box in the submitted forms area and add an action to "Export PDF"

Automated Timesheet Reporting for Jobs

The scheduler catches start/finsh times of jobs as well as location, it would be great if there was a way it could take those details each day and automatically generate a timesheet. I know I can just click on the jobs and find out when they were started/finished but it would make the process quicker with less admin for companies with multiple technicians. If that’s not already available maybe a it’s something Formitize could look into for the future. Client: Elite Building & Pest Services Mitch - admin@elitebps.com.au

Enhanced Note Management in CRM

Summary: A suggestion has been made to introduce the ability to edit or delete notes within the CRM. The current system retains notes to preserve history, but we acknowledge there may be scenarios where modifications are necessary. Details: Current System: Notes within the CRM are permanent to maintain a complete historical record. Suggested Feature: Allow the editing or deletion of notes, with the possibility of restricting this ability to users with specific permissions. Scope: This feature could extend to notes related to invoices, quotes, assets, locations, and CRM entries across the system. Benefits: Provides flexibility in managing CRM records while safeguarding historical data integrity. Enhances user control over note management based on their role and permissions. Developer Note: We are exploring this suggestion and considering its implications for user permissions and data integrity. No decision has been made yet, but we are actively discussing the potential for implementing such a feature in a way that balances flexibility with the need to maintain accurate records.

Customizable Default Settings for Invoice Email Options

Summary: A feature request has been proposed to allow users to customize default settings for the 'Send Paid Invoice' and 'Send BCC' options on invoices. T his enhancement aims to provide greater flexibility and efficiency in managing invoice communications. Details: Current Functionality: The 'Send Paid Invoice' option on invoices is set to a default state, requiring manual adjustment for each invoice. Proposed Enhancements: Default 'Send Paid Invoice' Setting: Introduce an option in the invoice settings to set the default state of the 'Send Paid Invoice' option as either checked (Yes) or unchecked (No). Default 'Send BCC' Setting: Similar to the 'Send Paid Invoice' setting, allow users to set the default state of the 'Send BCC' option. Client-Specific Settings: Enable the configuration of these settings on a per-client basis, allowing for tailored communication preferences for different clients. Customizable BCC Email Address: Provide an option to specify the email address for BCC on paid invoices, with choices including user email, company email, or a custom address. Benefits: Increases efficiency by reducing the need to manually adjust settings for each invoice. Enhances personalization and client satisfaction by accommodating individual client preferences.

Scheduler Print Options

Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) Daily Weekly Monthly View Job Snapshots

Ability to Add Multiple Instances of the Same Form in One Job Booking

Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report. User's Original Request: "Ability to add the same form multiple times in 1 job booking." Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature. Proposed Solution: Form Duplication: Enable users to add multiple instances of the same form within a single job booking. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.

Two way emailing into Formitize

Summary: Enable integration of email inboxes or establish a Formitize email inbox to manage emails directly within Formitize, eliminating the need for separate email applications. Intended Outcome: Streamline communication by managing emails within Formitize. Enhance efficiency and convenience for users by centralizing email interactions. Considerations for Implementation: Develop a Formitize email inbox or integrate with existing email providers. Ensure seamless two-way email functionality, allowing users to send and receive emails. Maintain security and privacy standards for email management. Original Request: The ability to integrate email inboxes or have a Formitize email inbox to manage emails rather than having a separate application.

Accounts On Hold Functionality

Implementing 'Accounts On Hold' Feature for Credit Management Description: This feature request proposes the introduction of an 'Accounts On Hold' functionality, allowing administrators to place customer accounts on hold, particularly in situations where the customer is on stop credit. This feature aims to enhance credit management and control over job assignments for customers with outstanding payments. Details: Administrators should have the ability to mark customer accounts as 'On Hold' due to credit issues. When an account is on hold, restrictions are placed on job assignments to that customer. This means no new jobs can be assigned to users for that particular customer. Existing jobs for customers on hold should be categorized under a specific assignee or status, making it clear that these are for accounts with credit issues. Benefits: Improved credit control and risk management by preventing further job assignments to customers with outstanding payments. Enhanced clarity and organization in job management, especially for accounts with credit issues. Streamlined administrative processes in managing customer accounts and credit statuses.

Unassigned/Pending Jobs in Scheduler

Overview: The proposed feature aims to enhance the scheduler's functionality by allowing the entry of unassigned or pending jobs without a specific date or time. This feature would be particularly beneficial for jobs that are not yet scheduled, such as pre-construction jobs. Detailed Request: Users have expressed the need for a dedicated section or mechanism within the scheduler where they can enter jobs that are yet to be assigned a specific date or time. Once the job details are finalized, users should be able to easily access these unassigned jobs and allocate them to the appropriate user and date. How Should It Work: Introduce a dedicated section or drop-down box in the scheduler labeled "Unassigned Jobs" or "Pending Jobs." Allow users to add jobs to this section without specifying a date or time. Provide an intuitive interface where users can view all unassigned jobs, edit details, and assign them to a user and date once the job is booked. Ensure that the unassigned jobs are clearly distinguishable from scheduled jobs to avoid confusion. Offer filtering or search options within the unassigned jobs section to quickly locate specific jobs. Implication & Need: Having a dedicated space for unassigned or pending jobs ensures that no job details are lost or overlooked. It provides a systematic approach to managing jobs that are in the pipeline but not yet scheduled. This feature can improve workflow efficiency, especially for businesses that deal with jobs that require advanced planning or have uncertain scheduling, like pre-construction tasks.

Creating Reminders from Job

Description: A user has highlighted the limitation in creating job-specific reminders. Currently, reminders linked to jobs are only generated if preset in the Job Type Template. For additional, custom reminders for a specific job, users must manually set them up via the Contact, which does not link or pull information from the Job, but only from the Contact. Details: Current Limitation: Inability to create job-specific reminders outside of the Job Type Template. Proposed Solution: Enable the creation of additional reminders directly from the Job interface. Specific Need: Often services fit multiple job types, but only one can be assigned, necessitating manual setup of reminders that lack job-based placeholders. Benefits: Flexibility: Allows for more tailored reminder setups for specific jobs. Efficiency: Reduces manual effort in setting up reminders and ensures relevant job information is included. Improved Functionality: Enhances the utility of reminders by linking them directly to job details.

Multiple users accessing form at the same time

Summary: Enable multiple users to access and fill out different sections of the same form simultaneously, attached to specific jobs, to enhance collaboration and efficiency. Details: Requirement: There's a need for a feature that allows multiple users to open and work on the same form at the same time, particularly for jobs that require input from various team members. Each user should be able to fill in the sections relevant to their role without waiting for others to complete their part. Benefits: Enhanced Collaboration: Facilitates teamwork by allowing multiple team members to contribute their expertise to different parts of a form concurrently. Increased Efficiency: Reduces the time taken to complete forms, as multiple sections can be filled out simultaneously, speeding up job completion and reporting. Improved Flexibility: Supports dynamic work environments where team members may need to input information at the same time from different locations. Current Status: In Progress We are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.

Invoicing: Automatic Stripe Fee Calculation

Summary: A functionality enhancement to automatically calculate and include the Stripe processing fee percentage on invoices. Intended Outcome: Streamlined invoicing process with the automatic inclusion of Stripe fees. Reduced manual calculation errors and saved time for users.

Forms: Merging Form Templates

Summary: The proposal introduces a feature to merge form templates that are similar but have slight variations. This capability aims to streamline the process of managing and updating forms by allowing users to consolidate templates, thereby reducing redundancy and enhancing efficiency. Intended Outcome: Simplified management of form templates by reducing the number of templates to manage. Enhanced consistency across forms by ensuring that similar forms are merged and standardized. Increased efficiency in form updates and maintenance, saving time and reducing the likelihood of errors.

I wish to be able to create, edit and see my tasks for each of my CRM contacts.

In the field use of the app needs me to be able to update tasks for a CRM contact. This is only available on the main portal. Most of my work is in the field and it is very inefficient not have the features on the app.

Employee Availability

It would be fantastic if we could enter the days and times that each employee is available on the schedule so there would be a visual reminder not to schedule them when they aren’t available to work. Previously, we had been putting in a new ‘job’ for the entire day coded as ‘unavailable’ but with the role out of the google calendar integration we’ve had to move away from that as it is not functional for the employee when that integration is used.

Schedule Publish

It would be great if we could set different permissions so the employee wouldn’t be able to view their schedule until it is released by the scheduling team. We have employees who keep a watchful eye on their schedule and if anything changes they’re immediately asking the office team what happened. It would be my preference that they don’t have visibility to the schedule until it is finalized to avoid these unnecessary interactions.

Job Value as a merge field available on the Job Type template (Jobs)

Idea: A Formitize App user has proposed introducing a "Job Value" label and field within the Job Type template. Requirement: While the field currently exists as a merge field/placeholder for communications, it requires manual input by the system user for each job. The primary need is to establish a default value for this field specific to each job type, as there's currently no provision for this within the Job Type Template. Task: Incorporate the "Job Value" field into the Job Type template creation process. Images: Example of a Job Type template with the proposed Lable + Field: Merge Data Reference: Job Value Data is available on the Financials View under Job Details:

Enhanced Task Management in App (Tasks)

Summary: We're enhancing the Tasks module in the app to include all job-related features, such as forms, recurring tasks, scheduler & diary, and attachments. Intended Outcome: To provide a comprehensive task management tool within the app, allowing managers to assign tasks seamlessly to staff, whether they're on-site or back in the office. How Will It Work?: Managers can access the updated Tasks module in the app. They can assign tasks, attach necessary forms, set recurring tasks, and view them in the scheduler & diary. All relevant attachments can also be added directly to the task.

Previous Submitted Forms in a Job

Overview: The proposed feature aims to enhance the user experience by providing visibility into previously submitted forms within a specific job. Detailed Request: Users have expressed the need to view forms that have been previously submitted within a particular job. This functionality would allow users to reference past submissions, compare data, and track the progress or changes made over time. How Should It Work: Within a specific job, introduce a section or tab labeled "Previous Submissions" or a similar name. In this section, list all the forms that have been submitted for that job in chronological order, with the most recent submission at the top. Allow users to click on a form to view its details, and possibly provide filtering or search options to quickly locate a specific submission. Ensure that the interface is user-friendly and that the data is presented in a clear and organized manner. Implication & Need: Being able to access and review previously submitted forms within a job can be invaluable for users. It offers a historical perspective, aids in decision-making, and ensures continuity in processes. Especially for jobs that have multiple submissions over time, this feature can provide clarity and reduce the need to search through archives or external sources.

Site Names and Filters on Quotes & Invoices

Description: We have received valuable customer suggestions to enhance our Quotes and Invoices by adding site names and additional filtering options. These proposed changes aim to improve clarity for locations with multiple sites and streamline the process of managing and locating specific Quotes and Invoices. Please note that these are potential enhancements and are currently under review. We will conduct a feasibility study and prioritize the request accordingly, while also considering other comments and feedback on the feature board. Details: Site Names on Quotes and Invoices: THIS IS LIVE Display site names on both Quotes and Invoices, especially when there are multiple sites at the same address. This feature is essential for customers with multiple buildings at the same address, as it will clearly indicate which site the Quote or Invoice pertains to. Additional Details on Quotes: Show the site name and the name of the person who issued the Quote on the summary page when you go to CRM > Quotes. Filtering Options: Add filtering options to allow users to filter both Quotes and Invoices by site name. For Quotes, include an additional filter to sort by the person who issued the Quote. Use Case: Government Contracts and Multiple Departments: Highlight the specific need for site name customization on invoices for users managing government contracts or similar arrangements where a single location may encompass multiple sites, such as different departments within a hospital. This use case underscores the necessity for detailed customization to ensure clarity and accuracy in invoicing for complex organizational structures. Benefits: Clear identification of sites on Quotes and Invoices, reducing confusion and the need for constant communication. Enhanced user experience with the ability to easily filter and find specific Quotes and Invoices. Streamlined communication and improved management of Quotes and Invoices.

REPORTING | Self-Serving Reporting and Trend Analysis for Commercial Clients

Description: A customer has expressed the need for self-serving reporting and trending analysis through a client portal to better serve commercial clients, particularly those in the food manufacturing and dairy industries. The customer has noted that commercial clients have requested the ability to access their latest reports and trend analysis through a portal. Details: Trending Analysis Reporting: Introduce trending analysis reports that provide valuable insights for commercial clients, helping them make informed decisions. Self-Serving Reports: Develop a feature that allows commercial clients to generate and access their own reports through the client portal. User-Friendly Interface: Ensure that the reporting features are user-friendly and easy to navigate, similar to the existing tech side of the platform. Client Portal: Leverage the client portal (suggested in another card here) to facilitate self-serving reporting and trend analysis for commercial clients. Benefits: Enhanced client satisfaction by providing easy access to reports and valuable insights through the client portal. Streamlined reporting process, making it easier for clients to access and analyze their data. Increased user-friendliness, ensuring that clients have a positive experience when interacting with the platform. Improved competitive advantage by offering features that are in demand by commercial clients. Note: This feature is a suggestion from a customer and is currently under consideration. We will review its feasibility and potential benefits to our platform before proceeding. The client portal has been suggested in another card, and this card focuses more on facilitating self-serving reporting and trend analysis through the client portal

Photo Library

A way of either copying all embeded photos from a report into an external library or when taking photos through the APP they automatically are also saved in the Phones Library for further use.

AI Photo Defect Analysis

Summary: Introduce an AI-powered feature that analyzes photographs to identify defects and generate recommendations for repairs within inspection reports. This functionality is aimed at enhancing the efficiency and accuracy of inspections, with potential applications in other industries as well. Intended Outcomes: Improve the accuracy and detail of inspection reports by using AI to automatically identify and describe defects from photographs. Provide actionable repair recommendations, streamlining the inspection and reporting process. Enhance the overall efficiency of inspections, saving time for inspectors and providing more value to clients. Specific Requirements: AI Analysis Integration: Use advanced AI, such as ChatGPT, to analyze photographs taken during inspections. Defect Identification: Automatically identify defects within the photographs and describe them in the inspection report. Repair Recommendations: Generate and include repair recommendations based on the identified defects. Industry Applications: Initially focus on building and pest inspections, with potential to expand to other fields such as automotive inspections, manufacturing quality checks, and more. By integrating AI for defect identification and repair recommendations, this feature will significantly enhance the quality and efficiency of inspection reports, providing inspectors with a powerful tool to deliver more accurate and comprehensive assessments.

Quick Select Confirm Button

Hey, I would like to prepose a quick confirm button when left clicking onto a job. Currently you are required to open a job to confirm. This takes a little time to load the job, confirm then close the job and it re loads the diary. This would save a little time when confirming is the only operation that is needed.

Mobile Assets Shown on Job in the APP

Have your mobile assets visible on a Job in the App so your employees can see which asset has been allocated to the job.

Is there a way to have scheduler monthly views for all users? so the option to flick between monthly calendars. At the moment only day or weekly view has the jobs seperated by users but no option for monthly.

AI

can you install an AI feature the same as what is in my email account onto my formatize forms to help me write anything that isn’t already in my database and make it sound more professional

Integration with Google Calendar (Integration)

Summary: Seamlessly integrate the Formitize Calendar with Google, Apple or Outlook Calendar, allowing users to have a unified view of their schedules and events in one place. Intended Outcome: With this integration, Formitize users can have their jobs appear in their Google, Apple or Outlook Calendar How Will It Work? Users will have the option to link their Google, Apple or Outlook Calendar within the Formitize platform. Once integrated, a job scheduled in Formitize will be pushed to the user's Google, Apple or Outlook Calendar.

Enhanced Drawing Tool (Aka FormSketch, Photo Markup)

Description: The user has suggested improvements to the Formitize drawing tool, specifically for the purpose of pest management. The proposed enhancements include: Proposed Enhancements: Upload Housing Floor Plans or Maps: Allow users to upload specific formats of housing floor plans or maps for more accurate and detailed planning. Custom Shapes for Pest Management: Integrate custom shapes such as markers for ant traps, rodent stations, and perimeter sprays. Professional-Level Site Drawings: If uploading a map isn't feasible, enable the creation of professional site drawings within the tool. Embedding Photos in Drawings: Facilitate embedding photos of job sites directly within the drawing and proposal for clearer communication. Compass Bearing Feature: Include a compass bearing in the drawing tool to assist in orientation and planning. Additional Context: This request seems to be an extension of the photo markup solution but with specific features tailored for pest management. Note: The above are proposed feature suggestions. During development, some or all of these features may be incorporated into the solution, depending on feasibility and alignment with the overall product vision.

Enhanced Text Message Reminders and Customer Reply Handling (2-way)

Refine the text message system to allow customer replies (2-Way SMS). Enhanced 2-Way SMS: Implement a system where back-and-forth communication between the company and the customer is visible and stored as a record of communication history.

Client Portal (Portal/App)

Summary: We're proposing a client portal where your customers can pay invoices, request quotes, and book jobs seamlessly at any time. Intended Outcome: To make it easier for your chosen customers to interact with your services and manage their requests. How Will It Work? Customers can access features like Web Quote, Web Invoice, and request a Job. You can set specific access levels for each customer. Payments are made securely with Stripe integration, and the portal connects with other modules of the Formitize app. Users can choose between light and dark viewing modes. View Photos

CRM: Pinned Notes on Customer Cards

Summary: The feature introduces a "Pinned Notes" function to the customer cards within the CRM. This tool will allow critical information or reminders from previous interactions to be highlighted and made immediately visible for future jobs. For example, a note about a customer having native bee hives would be pinned for technicians to see, ensuring important details are not missed. Intended Outcome: Streamlined access to important customer notes and information for every job. Improved service delivery by ensuring that technicians are aware of critical customer-related notes. Enhanced communication within teams by highlighting important information that impacts job execution.

Invoice Deletion upon Job Removal

Summary: Automate the deletion of associated invoices in the account package when a job is deleted from the Portal. Description: Currently, when a job is removed from the Portal, its corresponding invoice remains in the account package. This can lead to discrepancies and confusion in financial records. The proposal is to ensure that when a job is deleted, its attached invoice is also automatically removed from the account package, ensuring data consistency and reducing manual cleanup tasks. Intended Outcome: Maintain data consistency between jobs and their associated invoices. Reduce manual interventions and potential errors by automating the invoice deletion process. Streamline financial record-keeping by ensuring only relevant invoices are retained in the account package. How Will It Work? Upon the deletion of a job from the Portal, the system will trigger a check to identify any attached invoices. If an associated invoice is found, the system will automatically delete it from the account package. Users will receive a confirmation notification, ensuring transparency in the process. Potential Considerations: Implement safeguards to prevent accidental deletions. Offer an option to restore deleted invoices within a specific timeframe, in case of errors or changes in decision.

Fully Complete Forms from Admin Login

Description: Enhance the Admin portal to allow users to fully complete forms attached to jobs, ensuring that all associated processes, such as triggering automated reminders and logging attached forms as complete, are executed. This feature addresses the current limitation where forms can be marked as complete in the Admin portal, but the associated processes are not triggered. User's Original Request: "I would really like to be able to complete forms from the Admin login. Currently, you can only truly complete forms from the mobile login. When you complete a form in any manner from the admin login, either through Scheduler or main contact profile, although you are changing the job status to Complete, you are not actually triggering any automated reminders or logging any attached forms as complete." Developer's Insight: The user's feedback highlights a gap in the current functionality of the Admin portal. While the portal allows for the marking of forms as complete, it doesn't execute the associated processes, leading to potential issues like missed reminders. Addressing this would ensure a consistent experience across both mobile and web platforms. Proposed Solution: Full Form Completion: Enable the Admin portal to fully complete forms attached to jobs, ensuring that all associated processes are executed. Trigger Automated Processes: Ensure that when a form is marked as complete in the Admin portal, all associated automated reminders are triggered, and attached forms are logged as complete. Consistent Experience: Ensure that the process of completing forms is consistent across both the mobile app and the Admin portal, preventing any discrepancies in form status and associated processes.

View Completed Jobs in the App (Jobs)

Summary: Introducing a feature that allows users to easily access and view their completed jobs directly within the Formitize app. Intended Outcome: Enhance the user experience by providing a seamless way to review past work, ensuring that users can quickly reference completed jobs without needing to switch platforms or tools. How Will It Work? A dedicated section or filter will be added to the app's job management interface. Users can navigate to this section and view a list of all their completed jobs, with options to view detailed information for each job.

Integrated Inbox for SMS Communications (User Notifications)

A feature suggestion has been proposed for an integrated inbox within the platform, designed to consolidate and manage SMS communications between users, their customers, and the system.

Export Datagrid/Smart tables view as CSV (Report)

Summary: Empower users with enhanced reporting by allowing them to export their customized DataGrid views directly to a CSV (or other formats) file. Intended Outcome: Provide users with a flexible and powerful reporting tool. Users can tailor their reports by adding custom fields or specific data, which might not be available in the default CRM Reports. This feature will enable users to quickly generate reports like 'All new contacts categorized as "commercial"' or "All overdue tasks assigned to User1". How It Works: After setting up their desired view/report in the DataGrid, users can simply click a button to download their current view as a CSV file. Note to Customers: Remember to upvote features that can enhance your experience with Formitize.