Financials
15 results found
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Start & End Date on Work Orders
I would like to be able to add a start and end date of the job in the work order.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Larger Images on Work Orders
I would like to be able to upload larger images on my work orders
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Email Attachment Photos on Work Orders
I would like to be able to select photos from email attachments on a contact to attach to work orders, the same way I can with manually uploaded photos.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Work Order conversion automations.
I want to be able to set up automations based on a work order being converted from a Work order to INVOICE.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Hide pricing on work orders in mobile app if the template has it hidden internally.
Even if a work order template has the pricing hidden both internally and externally, it appears when viewed on the mobile app.
1 voteMerged with other ideas, fixed, or declined.
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Delay Sending Work Orders
Would like to be able to create a work order and save it for a later date and not have to send it right away.
0 votesMerged with other ideas, fixed, or declined.
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Include Saved Work Order name as header in Work Order section
I would like to include "Saved Work Orders" as a header in the Work Order section so I can view what that Work Order is for from the list.
1 voteMerged with other ideas, fixed, or declined.
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Mass Convert Work Orders to Invoices
Be able to mass covert work orders to invoices.
2 votesWill not be added in the foreseeable future.
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Add more Budget Information to Work Orders
I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.
1 voteMerged with other ideas, fixed, or declined.
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2 votes
Merged with other ideas, fixed, or declined.
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Workorder Signatures
Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out
4 votesMerged with other ideas, fixed, or declined.
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the ability to send a work order the the person assigned
once the work order is created and assigned, I want a way to track its progress. Once the WO is sent, that said person can open up the project and change the STATUS to start. When finished with the service he can change the service STATUS to completed. This would be good work flow to track services.
1 voteMerged with other ideas, fixed, or declined.
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Taxes on Work Orders
It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.
4 votesMerged with other ideas, fixed, or declined.
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3 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Work Order Amount Payable Summary
I would like to be able to see how much I owe on the work orders that are completed
6 votesNot enough community interest.
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