Stop rebuilding the same spreadsheet every week. Reporting Agent builds the report you need from live Workyard data, in the layout you already send to your owner, GC or accountant.

It's a new main menu item called "Reporting Agent". All existing reports on Workyard will also appear here.

Web app only. Included in Autopilot and Enterprise plans at no extra cost.

👉 Learn more here

Approving time used to mean opening cards one at a time. The new Time Cards page puts every hour your crew logged on one screen, so you can spot problems, fix them across the whole crew, and sign off on the period without the back and forth.

Available on all plans now. Open Time Cards on web and click Switch on the banner. You can go back to the classic page until November 2, 2026, when it retires.

Your field crews and office now see the same job numbers and team member IDs you use in your accounting and payroll system. No more matching "Smith Residence" to job 24-118 from memory.

Wherever a project or team member appears in Workyard, on web and in the mobile app, their number shows in front of the name, like 24-118 - Smith Residence. If a record has a number, it shows. There's nothing to turn on.

You an also use these numbers in all search fields to find specific projects and team members.

Open Integrations and click Settings to choose which integration supplies project numbers and which supplies team members IDs. Each is set separately.

Once a source is set, Workyard fills in the number for every linked record and keeps it current after each sync. Numbers managed by an integration are locked in Workyard and marked "Managed by" with the integration name, so Workyard always matches your system of record. If a change would overwrite existing numbers, you'll see exactly how many before you save.

If your project names already include the job number, update the project name format in your integration settings so the number doesn't show twice.

Not using an integration that supports Project IDs? Add a Project Number or Team Member Number when you create or edit a project or team member. Each number must be unique within your company.

Learn more here:

Your existing overtime rules carried over as they were, and nothing about how your overtime is calculated for your crew has changed. The difference is you can now see every rule on the Overtime rules page and edit it yourself.

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You can now connect your business bank account and fund your expense cards from inside Workyard, even when your bank can't be connected instantly.

If an instant connection isn't available, you'll get a micro-deposit option instead of a dead end:

Accounts waiting on a deposit now show in the funding screen under "Finish verifying," so you can pick up where you left off.

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Money reaches your crews' cards sooner, so nobody's held up at the supply house waiting on a transfer.

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Declined transactions in Expenses now name the blocked merchant category right in the Reason column — no hover required.

A new Fix action opens a panel that explains the decline, warns that you're approving the whole category and not just that one store, and adds the category to the card in two clicks. Admins can tick other declined cards, or flip "Apply to all active cards", to fix it for the whole crew at once — the row then flips to Fixed and confirms how many cards changed. The change shows up in the card's Spend & ATM Limit Policy, where the category list is now searchable and puts recently used categories at the top.

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You can now export transactions from Workyard for use in Sage 100 Contractor, making it easier to move expense data into your accounting system.

This export includes essential transaction details—such as date, merchant, amount, cardholder, and any linked Workyard project or cost code—along with attached receipts, so each expense is fully documented. You can export the transactions you’ve reviewed and import them into Sage 100 Contractor without manual re-entry.

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Construction accounting often requires expenses to be accurately tied to jobs and cost codes. This export helps ensure that transaction data and receipts stay connected when moving from Workyard into Sage 100 Contractor, reducing manual work, minimizing errors, and supporting clean, auditable records.

Whether you’re reconciling expenses regularly or preparing for month-end close, this integration streamlines your accounting workflow and keeps project-level expense data aligned across systems.

When exporting time to an integration or custom file, you can now filter the time cards to include by selecting a team, instead of individual team members.

For contractors exporting time on a daily cadence, this keeps each export scoped to exactly the crew you want to include. Exporting locks those records to "exported". So, if you run prevailing wage and non-prevailing wage work on separate teams and pay periods, you can export one team without freezing the other's cards.

Two updates are now live:

We've launched 2 new Smart Forms triggers to help make it easier for your crew to complete important forms on site.

- The form fires the moment a clocked-in worker reaches the geofence, and again at the next job. Every submission lands on the right job. Works offline.

- Attach a form to a task and assign it. It sends a notification to the worker that opens straight to the form. If it's due on the same day the worker's clocked in, it will appear in their list of forms to complete before they clock out that day.

about

geofence triggers

and

task triggers