Factory Ideas Board

The Subtotal, Tax & Total should be grouped on Invoice templates, so all that data doesn't split onto a new page. we recently had several customers where just the Total ended up on a 2nd page, and the customer page the sub-total amount. If the invoice is long enough to go over 2 pages, all of that information should stay together so it all ends up on the same page... e.g. this invoice could easily be paid as $313.77, especially if the invoice is printed double sided.

The ability to easily see a kits rolled up retail pricing in the product catalogue. When you search through kit items in the product catalogue you can only see what the kit cost/retails for if you have the custom kit pricing selected. If you uncheck this, the pricing section disappears. If I have a customer call up and request a current price on an item that is a kit we build in house, and I want this kit to have dynamic pricing i.e. not have the custom pricing box checked. The only way I can get the price for them is to create a sales order and then add the kit to it.

Hi, For some of our small jobs we may only have the mobile number for the customer. When they collect the job, they pay via EFTPOS. But it would be great to be able to text them a copy of the invoice when it is raised so they have a physical copy.

On the pop up page to send invoices, there is currently invoice date in the top right next to close and options, it would be good to see the customer's due date based on their terms or the ability to set a due date on this page rather than on the customer's settings page individually. This could help make an invoice due today or tomorrow rather than a standard period if needed

I think the dashboard charts, should be able to take you to the area you have clicked on. e.g. Order By Status, clicking on the part of the chart for "Ready for Pickup", Should take you to the Sales Order page, with a dynamic table showing the orders currently held in that status. Clicking on a bar of the Sales Order, should take you again to the Dynamic Tables, showing the orders created on the date you clicked on.

Denote on each order's Collaborate tab if there are new / unread messages or attachments.

Problem / Need: Project Managers often juggle multiple jobs and projects at the same time. Important tasks such as following up with customers, ordering materials, or contacting suppliers can easily be missed without a structured reminder system. Currently, Factory does not provide a job-specific reminder function, which can lead to delays, mistakes, and reduced customer satisfaction. Proposed Solution: Introduce a Job-Based Reminder System that allows users to set personal reminders on a per-job basis. These reminders would be flexible and integrated into the existing job workflow. Key Features: Personal Reminders Only: Reminders are visible only to the user who created them, preventing clutter for other team members. One-Off and Recurring: Option to set both single-use and recurring reminders (e.g., daily, weekly, monthly). Snooze Functionality: Ability to snooze a reminder for a chosen period if the task cannot be completed immediately. Notifications: In-app notifications on both web and mobile. Optional email notifications (user can tick if they want email alerts). Checklist Integration: Reminders can be linked directly to checklist items. Once the checklist item is completed, the reminder automatically clears. Priority Levels: Users can set reminder priority (e.g., Normal, High, Urgent) to help manage workload. Ease of Use: Simple interface to add/edit reminders quickly from within the job screen. Reminder Dashboard: A central view (“My Reminders”) where a project manager can see all their reminders across all jobs. This helps in planning their day, week, month, or even months ahead. Benefits: Reduces the risk of missed tasks, improving project reliability. Supports project managers who manage many jobs at once. Keeps customers happier with more consistent follow-ups and timely communication. Builds stronger company reputation for reliability. Improves personal productivity by giving project managers a clear overview of all upcoming tasks in one place.

We do a lot of unique projects. EG. needing multiple trades, materials and wierd products. Would like to add them all with there own “Cost” price with markup, but customer only sees a description of scope and price.

To assist with scanning items for inventory management purposes (updating stock levels etc.)

Similar to Customer Terms please also add Supplier payment terms so that we dont have to manually adjust invoices in Xero