Shape Formitize with Your Vision!

Guidelines for Customers:
Share your ideas, and together, let's co-design the next big thing in Formitize.

  1. Review First: Please check existing suggestions before adding a new one; your idea might already be listed.

  2. Contribute Clearly: If your idea isn't listed, feel free to add it with a clear, concise description.

  3. Vote: Help prioritise development by upvoting the features most important to you.

Quick Access to Ideas by Module:

Explore ideas or submit your own by selecting a module: Resources, Forms, CRM, Accounts, Sales Pipeline, Tasks, Jobs, and Other.

Planned

Integration with Google Calendar (Integration)

Summary: Seamlessly integrate the Formitize Calendar with Google Calendar, allowing users to have a unified view of their schedules and events in one place. Intended Outcome: Streamline the scheduling process for users by eliminating the need to manage multiple calendars. With this integration, Formitize users who have third-party providers booking jobs directly in Google Calendar can have those events automatically reflected in their Formitize Calendar, making Google Calendar the single source of truth. How Will It Work? Users will have the option to link their Google Calendar within the Formitize platform. Once integrated, any event or job scheduled in Formitize will be automatically pushed to the user's Google Calendar. Events or jobs booked directly in Google Calendar by third-party providers will be visible in Formitize, ensuring consistency across both platforms. Users can choose to enable or disable this synchronization based on their preferences.

Keith Azzopardi About 1 year ago

5

In Progress

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.

Sarah Smith About 1 year ago

6

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

Summary: Refine the text message reminder system to target specific job statuses and improve the handling of customer replies (2-Way SMS). Description: Currently, text message reminders are sent out for all upcoming jobs, irrespective of their status (e.g., unassigned, not confirmed). The proposal is to enhance this system to ensure reminders can be sent based on specific job statuses. Additionally, there's a need to better manage customer replies to these messages, ensuring effective communication back to the team. New Contextual Information: Job Communication Based on Status: Introduce the ability for communication to be dependent on a job's 'status condition'. For instance, if a job is NOT CONFIRMED, then send a specific communication. Conversely, if the job IS CONFIRMED, refrain from sending that communication. Reply-Triggered Status Change: Allow job statuses to be changed based on customer replies. For example, a reply of "YES" from a customer could confirm a job. 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 communications in the job's history. Intended Outcome: Reduce unnecessary reminders by controlling the target audience based on job statuses. Enhance communication with customers by efficiently handling their replies to text messages. How Will It Work? Implement a filter in the reminder system to check job status (e.g., confirmed or not confirmed) before sending out a text reminder. For customer replies to text messages (2-Way SMS), ensure they are effectively communicated back to the team and recorded in the job's history. Original Submitted Idea: Text message reminders are currently triggered only for upcoming jobs, including those unassigned or not confirmed. The suggestion is to add a trigger for reminders to be sent only to upcoming confirmed jobs assigned to a user. There are also challenges with customers replying to messages, and a solution is needed to handle these replies effectively, such as receiving an email with the reply or creating a task.

Jamie About 1 year ago

5

In Review

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.

Admin Termimesh CQ About 1 year ago

2

Planned

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.

Grant McKenzie About 1 year ago

6

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"

Angus Blowes About 1 year ago

1

In Review

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.

Admin Termimesh CQ 8 months ago

1

In Progress

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.

Gabrielle Gillespie About 1 year ago

1

Planned

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.

Gabrielle Gillespie 9 months ago

1

In Review

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.

Jamie 12 months ago

2

In Progress

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.

Jamie About 1 year ago

4

In Review

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.

sadricodes 12 months ago

5

In Review

Integrated Inbox for Email and SMS Communications (User Notifications)

Summary: A feature suggestion has been proposed for an integrated inbox within the platform, designed to consolidate and manage both email and SMS communications between users, their customers, and the system. Details: Current Functionality: The platform currently supports messaging capabilities but lacks a unified system for managing diverse communication types like emails and SMS. Proposed Feature: The development of an integrated inbox that encompasses both email and SMS communications. This feature aims to provide a singular, organized space for users to access, view, and manage all forms of messages. Use Case: Users will benefit from a streamlined communication process, where they can easily track and respond to various types of messages in one centralized location. Benefits: Offers a comprehensive communication solution, combining email and SMS messages in one accessible inbox. Enhances user efficiency and organization in managing communications across different channels. Facilitates better tracking and responsiveness to customer interactions, improving overall service quality.

Andy Duncan 12 months ago

1

In Review

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.

Admin Termimesh CQ About 1 year ago

1

In Review

Customisable Main Menu on App

Overview: The proposed feature aims to enhance user experience and efficiency by allowing users to customise the main menu on the app. This includes the ability to move, remove, or add specific menu options based on individual or company preferences. Detailed Request: Users have expressed the need for a more tailored app interface that aligns with their specific workflow and requirements. The current static menu includes options that may not be relevant to all users, leading to potential confusion or oversight. By allowing customisation, users can ensure that the menu reflects their most frequently used features and eliminates unnecessary options. How Should It Work: Introduce a "Customise Menu" option within the app settings. Allow users to drag and drop menu items to rearrange their order. Provide an option to hide or remove specific menu items, such as Assets, Accounts, Leads, or Diary. Ensure that any customisation is saved and persists across app sessions. Offer a reset option to revert to the default menu layout if needed. Implication & Need: Customising the main menu can significantly improve user efficiency by ensuring that the most relevant and frequently used options are easily accessible. It also reduces the risk of errors or oversights, such as missing important notes in the Diary or Jobs. By providing a tailored app experience, users can navigate and complete tasks more efficiently, leading to increased productivity and user satisfaction. Use Cases: Technicians: Removing unnecessary menu options like Assets, Accounts, or Leads to streamline their workflow. Schedulers: Prioritising the Jobs option over the Diary to ensure that no tasks are overlooked. Administrators: Customising the menu layout based on company-specific workflows and ensuring that all team members have a consistent app interface. Developer's Suggestion: To further enhance the customisation experience, a "Star" feature can be introduced. Users can "star" or "favourite" specific menu items or sections of the app. These starred items would then appear in a dedicated "Starred Menu" section, providing quick access to the user's most frequently used features. This approach offers a balance between customisation and ease of access, ensuring that users have a seamless and efficient app experience.

Termite Solutions South Coast About 1 year ago

1

In Review

Scheduler: Integrated "Submitted Forms" Tab in Job Cards

cheduler: Integrated "Submitted Forms" Tab in Job Cards Summary: This proposal seeks to introduce a "Submitted Forms" tab directly within the Job Cards in the Scheduler module of the Formitize App. This feature aims to streamline the process of accessing a client's history and submitted forms without navigating away from the job at hand. Especially beneficial for industries like pest control, where understanding a client's service history is crucial for effective inspections or treatments, this integration would significantly enhance efficiency and ease of access to vital information. Intended Outcome: Immediate access to a client's submitted forms and history directly from the Job Card, eliminating the need to toggle between modules. Enhanced efficiency for field agents, as they can quickly review client history and submitted forms without interrupting their workflow. Improved service delivery by enabling field agents to tailor their approach based on a client's past submissions and service history. Check out this link as an example: https://photos.app.goo.gl/x52eGPjwR5ZXqguz5

Rob Boschma 9 months ago

In Review

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.

Termite Solutions South Coast 12 months ago

1