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  1. Add Charge to existing invoice

    When I have a draft invoice, I would like to be able to import a new line item into the invoice that is based on an existing Charge. At the moment, you can import a new line item to an invoice which is based on a Supplier Invoice etc (see screen shot) but you don't have the option of importing from a Charge. From a usability perspective, there may have been a late charge applied to a job that needs to be included in an existing invoice. Currently, you can only do this by deleting the draft invoice and recreating…

    6 votes
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      planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • scheduling jobs

      schedule jobs in calendar rather than having to create tasks

      25 votes
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        planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Lunch Breaks in Timesheets

        You don't have a feature in Time sheets for my guys to input their lunch breaks

        20 votes
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          planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Health and Safety

          Add health and safety

          17 votes
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            planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Customised Dashboard

            I'd like to see a customised Dashboard we can set up as Business specific, Weather, Traffic Reports, Business Related News, the ability for Staff to log in and see a monthly news letter etc.....

            4 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →

              Thanks Blair – thanks for your suggestion.
              Our dashboards are planned to be enhanced in the next few months. We will look at your suggestion for custom content / RSS type feeds then. Regards Simon

            • Add ability to justify text blocks and Logo graphic in Quote templates.

              Need to be able to right justify business name and address or at least nugde or right justify the logo graphic so that it lines up on the display better.

              4 votes
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                planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Supplier Invoices into data

                Take a picture of an invoice(from any supplier) on a phone or tablet and adding it to the job as data line items.

                10 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Scheduled follow up emails

                  Job reminders. The ability to set a date for each customer that the system will automatically email them asking if they would like to book their next job. e.g. yearly, monthly, or for a set date 25/09/2019

                  1 vote
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                    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Dashboard update

                    Change/update dashboard with more information and the option to customise dashboard.

                    4 votes
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                      planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Multiple Supplier Invoice Selection

                      Being able to select multiple Supplier Invoices to transfer to customer invoice at one time.

                      1 vote
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                        planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allocating supplier invoices

                        Ability to 'choose' more than one supplier invoice at a time when allocating to customer invoice

                        1 vote
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                          planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • A scheduled SMS/email feature, select schedule when creating the task in the calendar. e.g text reminder week before, day before.

                          e.g reminder SMS week before, day before selecting from SMS templates. If they reply with a Y it auto marks the task as confirmed or declined.

                          5 votes
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                            planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Electrical COC's

                            Electrical COC's

                            4 votes
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                              planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Emailing Quotes

                              More email options to send quotes to other people within 1 contact please.
                              ie - i would like to send a quote to ron@... but leave inv email on office@...

                              2 votes
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                                planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Calendar for Admin

                                Have calendar for job scheduling. Being able to have manual entries for job time frames, staff leave etc. Would be handy to see up coming jobs that can be entered manually without needing a task.

                                9 votes
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                                  planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Easier Invoices

                                  Combine actual charges(Xtra's) with a quote when making a new invoice

                                  4 votes
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                                    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 6 votes
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                                      planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 5 votes
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                                        planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • One time sync from Xero on set up

                                        When starting integration pull in contacts, products list + pricing.

                                        4 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                          Thanks Hamish for your feedback Hamish. We will add this to our development tasks.
                                          You can already import exported Xero product lists using the ‘Generic’ materials import feature.

                                        • User defined fields

                                          Allow UDF's to be created for all main entities including...
                                          - Contact
                                          - Job
                                          - Task
                                          - Sale Item

                                          31 votes
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                                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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