Requests

Ability to pay invoices and estimates via sripe ACH Direct Debit

Adds shipping and inventory location defaults for purchase orders

Adding support for associating Estimates & Invoices with Purchase Orders

Ability to attribute a line item to a technician and/or a piece of equipment

Leverage a new infrastructure partner and add more functionality than is available in Filestack

A newly designed workflow for creating a job

Currently under consideration.

Side panel and details page for Job Series

Side panel and details page for Jobs

Enables the ability to access job information and make job updates even without internet connectivity, with changes automatically synchronizing when connection is restored, ensuring uninterrupted workflow in areas with poor cellular coverage.

Currently under consideration.

Currently under consideration.

Currently under consideration.

Currently under consideration.

Currently under consideration.

As a user, I see a warning along with a list of duplicate equipment if I am creating a piece of equipment and enter non-unique data.

Currently under consideration.

As a client, I am reminded about my outstanding/overdue invoices according to a schedule set by the Service Company.

Vendors list, detail, and edit views

Move to using standard accounts for stripe connect

As a Service Dispatcher, I can connect sync my Roopairs data with QuickBooks Desktop

Currently under consideration.

The precursor implementation to PM/Subscription/Contract based job recurrence. Future iterations include the ability to manage the recurrence; this version only enables the user to create a series of jobs in one go.

Currently under consideration.

As a user, I can add a priority level for a job so my team understands the importance of a given job

Ability to scroll between days on the timeline view, zoom the view to show more or fewer time blocks, and change the timescale of the view between day, week, etc.

Ability to see the profitability of an estimate, job, or invoice based on the line items set

Bring substatus functionality to active Jobs

Ability to customize which objects are downloaded in a PDF bundle

Removes some rigidity in the purchase order state machine

Ability to store, manage, and use payment methods on file when charging clients in the platform.

Ability to record bills inside of Roopairs

Ability to specify to which inventory location each Purchase Order line item should be restocked

Promote JobSeries to a model and show a list of JobSeries

Currently under consideration.

The initial release of timesheet tracking capabilities

Ability to create custom pricebook item subtypes that can further classify items for reporting and accounting

Show manufacturer and part number in line item displays throughout the app

Create journal entries in integrated accounting systems to account for inventory value changes

Optimize data queries and timeline rendering to improve the performance of the timeline

Bring the apideck integration functionality to parity with QBD

As a user, I can see and search for job source and source ID columns in the job table

Adds more company defaults across a few different objects to save users more time during data entry tasks.

Pre-built reports and self-serve report generation in-app using headless components