May 2024
1.New Feature: Reporting
Introducing Reporting in Workstair! Now, users can dig deep into their business operations, gaining valuable insights. Make smarter decisions and enhance overall performance with data-driven analysis.
Customer Outstanding Report
The Customer Outstanding Report enables users to easily track and manage outstanding payments from customers. Keep an eye on unpaid invoices seamlessly for better financial control.
2.New Feature: Credit Notes
Introducing Credit Notes in Workstair! Seamlessly create and dispatch Credit Notes to your clients. Easily link them to existing invoices, ensuring accurate financial records. Stay organized with Credit Notes reflected in Statements of Account (SOA). Simplify your billing process and enhance customer satisfaction.
3.New Feature: Kanban Board
Introducing the Kanban Board feature in Workstair! With the Kanban Board, scheduling becomes even simpler. Convert Schedule Plans to Schedules by simply dragging and dropping. You can also set teams directly from the board and seamlessly transition between different schedule statuses.
4.New Feature: Expenses Management
We’re excited to announce the introduction of Expenses in Workstair! Now, users can effortlessly add their job expenses directly within Workstair. This new feature provides a clear overview of the costs associated with each job, empowering users to track expenses more efficiently.
5.New Feature: Activity Reminders
Introducing a powerful addition to Workstair – Activity Reminders. Now, you can create flexible reminders for various tasks. Beyond the basic reminders, you can set general reminders for any activity to help you stay organized.
6.New Feature: Scope and Terms in Jobs
Introducing Scope and Terms in Jobs: Users can now seamlessly integrate Introduction, Scope of Work, and Terms and Conditions content directly into their job details.
7.New Feature:Schedule Letter
We’ve introduced the Schedule Letter feature in Workstair, allowing you to easily generate and send detailed service schedules to your clients or teams, ensuring clear communication and streamlined service delivery.
8.Enhancement: Statement of Accounts
You can now conveniently view SOAs directly within Workstair without the need to generate a PDF.
9.Enhancement: Dashboard Profiles
Administrators can now customize dashboards by creating and assigning profiles to users, controlling access based on user roles and responsibilities.
10.Enhancement: Quick Schedule Creation
Creating schedules is now easier with Workstair! Directly create schedules from the Quick Create Menu, Schedule list page, or any scheduling board like Calendar, Dispatcher, or Kanban Board.
June 2023
1.Automated Schedule Plan Conversion
Introducing the new “Schedule Plan Auto Conversion“ feature in Jobs. Now, you can easily set a recurring job’s plan for automatic conversion, eliminating the need for manual conversion each time. With this update, upcoming schedule plans will be automatically converted to schedules when the current schedule status is marked as completed.
2.Quick Action Buttons in Scheduler
Introducing the new “Quick Action buttons“ in the scheduler calendar, offering seamless scheduling capabilities directly from the calendar itself. Now you can easily manage teams and convert schedule plans to schedules with just one click.
3.Follow Up Schedule
Introducing the New “Follow Up Schedule“ Feature: Improve your scheduling experience by easily creating follow-up schedules for existing ones. Stay organized and keep track of schedule-follow up schedule connections with simplicity.
4.Calendar Title
Customize the display name of your schedule in the scheduler calendar by assigning an alias name of your choice.
5.Quote Creation from Jobs
Now you can create quotes directly from jobs.
6.Billing Source Documents in Quotes and Contracts
Now you can add billing source documents, such as LPO, to your quotes and contracts. When creating an invoice from a quote or contract, the associated source document will be displayed in the invoice.
7.Team Management
Now you can manage your teams in Workstair by creating them in advance. When assigning a job, simply select the jobhead and the team members will be automatically added.
April 2023
1. Teammate Mobile App Launch
We’ve launched a new Teammate Mobile Application that facilitates schedule sharing with field executives. The app is only meant for the team members, as team leads already have the Jobhead Mobile Application.
2. Jobhead Mobile App
New Updates:
- Users can now view unassigned schedules.
- Users are able to modify service items.
- Users can add a manual delivery note reference to the schedule.
- Users are able to edit the date and time of a schedule.
3. Workstair
New Updates:
- You can now add a team to a job, and it will automatically be added to each schedule created from that job. To add a team to a job, access the summary page for that job and select the “Manage Teams” option from the action menu.
February 2023
We’re excited to announce the addition of two new features to the Workstair!
1. Jobhead Mobile App
The Jobhead Mobile App makes it easy for job heads to manage their schedules on the go. They can access their schedule list, view details, and update status of schedules. The app’s user-friendly design helps increase productivity and efficiency in managing schedules.
Key Features:
- Easy access to schedules assigned to the Jobhead.
- Viewing of schedule details.
- Schedule acknowledgement.
- Updating schedule status.
- Intuitive and user-friendly interface.
Click here to learn more about the app and its features.
2. Dispatch Board
The Dispatch Board is a tool that allows job scheduling in a visual, hour-by-hour
calendar format. Users can easily allocate jobs by dragging and dropping field
technicians onto the calendar, and they can reschedule, adjust the schedule’s time
duration or swap schedules between technicians. This feature offers a convenient way
to manage job assignments and keep track of schedules in real-time.
Key Features:
- Drag-and-drop scheduling: Allocate jobs to field technicians by dragging and
dropping them onto the calendar. - Time duration adjustment: Change the length of job schedules as per your needs.
- Schedule swapping: Easily switch schedules between different field technicians.
Click here to learn more about this feature.
December 2022
1. Module Configuration
- Default Advance Invoice Percentage: You can specify the default advance invoice percentage in this field.
– - Default Invoice Percentage: You can specify the default invoice percentage in this field.
– - Default Percentage After All Jobs Closed: You can specify the default invoice percentage that will be applied following the completion of all jobs associated with the estimate.
2. Quote/Contract Specific configurations menu.
- Has Invoicing: Option to generate invoices directly from estimates. When you enable Invoicing, you will be able to schedule invoice reminders and generate advance invoices. Additionally, you can specify the percentage of invoices to be generated upon the completion of all job schedules associated with the estimate.
– - Separate Billing Address: Option to add a separate billing address for invoicing.
3. Statements of Accounts
- Now, paid transactions could also be included in statements of accounts.