Enhanced Drawing Tool (Aka 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 8 months ago
App
Enhanced Drawing Tool (Aka 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 8 months ago
App
In Progress
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 Book 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
Keith Azzopardi 8 months ago
Performance
In Progress
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 Book 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
Keith Azzopardi 8 months ago
Performance
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 8 months ago
Medium Priority
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 8 months ago
Medium Priority
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 8 months ago
Medium Priority
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 8 months ago
Medium Priority
Planned
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.
Keith Azzopardi 8 months ago
High Priority
Planned
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.
Keith Azzopardi 8 months ago
High Priority
In Review
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 8 months ago
Portal
In Review
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 8 months ago
Portal
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 7 months ago
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 7 months ago
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 8 months ago
Documents/Resources
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 8 months ago
Documents/Resources
In Review
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 8 months ago
Jobs
In Review
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 8 months ago
Jobs
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 LIVEDisplay 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 8 months ago
Accounts
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 LIVEDisplay 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 8 months ago
Accounts
Scheduler Print Options
Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) DailyWeeklyMonthly View Job Snapshots
Keith Azzopardi 8 months ago
Jobs
Scheduler Print Options
Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) DailyWeeklyMonthly View Job Snapshots
Keith Azzopardi 8 months ago
Jobs
Export Datagrid/Smart tables view as CSV, Excel & PDF (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.
Good Job Services 8 months ago
Export Datagrid/Smart tables view as CSV, Excel & PDF (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.
Good Job Services 8 months ago
Planned
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.
Keith Azzopardi 8 months ago
High Priority
Planned
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.
Keith Azzopardi 8 months ago
High Priority
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 2 months ago
Jobs
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 2 months ago
Jobs
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 ProgressWe are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.
Gabrielle Gillespie 3 months ago
Forms
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 ProgressWe are actively working on developing this feature to ensure it meets our users' needs for flexibility and efficiency in form completion.
Gabrielle Gillespie 3 months ago
Forms
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 8 months ago
Enhancement
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 8 months ago
Enhancement
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 7 months ago
Portal
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 7 months ago
Portal
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 5 months ago
Accounts
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 5 months ago
Accounts
In Review
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.
Office DTS 8 months ago
Jobs
In Review
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.
Office DTS 8 months ago
Jobs
Select & Move Multiple Jobs in Scheduler
It would be really helpful if we were able to select and move multiple jobs in Scheduler. We often have multiple jobs for the same location and moving each one individually can be quite time consuming.
Wendy Edgar 8 months ago
Select & Move Multiple Jobs in Scheduler
It would be really helpful if we were able to select and move multiple jobs in Scheduler. We often have multiple jobs for the same location and moving each one individually can be quite time consuming.
Wendy Edgar 8 months ago