Changelog

Follow up on the latest improvements and updates.

RSS

improved

Scheduling & Tasks

Send notifications on task updates

We're excited to announce a new enhancement to your task management workflow — you can now send email and mobile app notifications to assignees when task details are updated!
🆕 What’s New?
A new checkbox option labeled “Send Notification” is now available in the Edit Task Details panel. When checked, this feature will automatically notify all assigned users via email and mobile app notifications.
This ensures your team is always up to date when changes are made to:
  • Task start or due dates and times
  • Assigned projects
  • Or other relevant task details
✅ How to Use It:
  1. Navigate to a task and select Edit.
  2. Make the desired changes.
  3. Ensure the “Send Notification” checkbox is selected (enabled by default).
  4. Click Update.
That’s it — your assignees will instantly receive a notification!
🔕 Want to Skip Notifications?
Simply uncheck the box before saving your changes to silently update the task without triggering any alerts.
Screenshot 2025-05-27 at 4

new

Integrations

Enterprise Plan

New! Export notes to Sage 100 Contractor

Sage 100 Notes Export
You can now choose to export all notes from time cards in Workyard to Sage 100 Contractor when exporting time. This includes notes being mapped over to the right customer when they have a project tagged in Workyard. This new configuration option makes it easier to ensure you capture all the details of work performed when finalizing your invoices in Sage 100.
Want to enable this feature?
Reach out to us at help@workyard.com or send us a message—we’ll get you set up!
Screenshot+2025-05-09+at+9_38_22%E2%80%AFAM
Connect the dots between your field and office. Add Workyard Fields to your Smart Forms to connect your field documentation to specific projects, customers, cost codes, and more.
This allows your team to:
✍️
Simplify form input
- with preloaded, searchable options based on your data in Workyard, reducing manual entry errors and saving time.
🔍
Filter form submissions
by these attributes - helping you quickly find forms related to specific jobs, customers, or team members.
📊
Export reports
that include Workyard fields, both in
CSV summaries
and
PDF
, for cleaner record-keeping and analysis.
Whether you’re managing job site reports, safety checklists, or customer-facing documentation, Workyard Fields helps streamline operations and helps your crew get back to the task at hand.
Need help getting started?
Book time with our team and we’ll help you set up your forms to get the most out of it.
QBO Notes Export
You can now choose to export all notes from time cards in Workyard to QuickBooks Online when exporting time. This includes notes being mapped over to the right customer when they have a project tagged in Workyard. This new configuration option makes it easier to ensure you capture all the details of work performed when finalizing your invoices in QuickBooks.
Want to enable this feature?
Reach out to us at help@workyard.com or send us a message—we’ll get you set up!
Paper forms get lost. Crews forget to submit reports. Critical details don’t make it back to the office on time.
With Smart Forms, your crews can fill out and submit essential information instantly—right from the Workyard app they already use to clock in. The right data, at the right time, with zero hassle. No more delays, no more errors, no more back-and-forth.
To help you get started, you’re getting 50 free submissions every month—on us.
Have questions?

new

Integrations

Pro Plan

Enterprise Plan

New! Export Notes to QuickBooks Desktop

QBD Notes Export
You can now choose to export all notes from time cards in Workyard to QuickBooks Desktop when exporting time. This includes notes being mapped over to the right customer when they have a project tagged in Workyard. This new configuration option makes it easier to ensure you capture all the details of work performed when finalizing your invoices in QuickBooks.
Note:
Support for exporting notes to QuickBooks Online is coming soon!
Want to enable this feature?
Reach out to us at help@workyard.com or send us a message—we’ll get you set up!

new

improved

Time Clock Rules

Pro Plan

Enterprise Plan

Starter Plan

New! Flexible Location Tracking Options

Screenshot 2025-04-21 at 10
Not every crew needs the same level of location tracking—and now, you don’t have to treat them all the same. You can now customize location tracking settings by team or individual to match the level of detail you need.
When setting up
Time Clock Rules
, there’s a new option to choose how location tracking is applied for the selected group.
One of the new options available is to
track location only at clock in and clock out
. This is ideal for crews who stay at one job site all day and don’t require driving activity tracking.
Note:
This option disables features like auto clock in, auto-fill clock out time, and automatic project time tracking, as those rely on continuous location tracking.
Screenshot 2025-04-21 at 11
We've added enhanced controls to help you customize how your team clocks in when entering a project geofence. You can now choose between:
  • Automatic Clock In: Team members are automatically clocked in upon entering a geofenced project area.
  • Mobile Notification: Send a notification to clock in if they have entered a geofenced project and not yet started the clock.
  • Disabled: Turn off all geofence-based clock in reminders and automation for clock ins.
Note:
if the disabled option is selecting this will stop any geofence entries, exits and notifications from being recorded while people are clocked out.

new

Integrations

Pro Plan

Enterprise Plan

New Billable Time Export Option for QuickBooks

You can now choose to export all time marked as billable when sending time to QuickBooks Online or QuickBooks Desktop. This new configuration option makes it easier to ensure billable hours are accurately captured in your accounting system.
Want to enable this feature?
Reach out to us at help@workyard.com or send us a message—we’ll get you set up!
Still chasing your team to review their work hours before processing payroll?
Automatically prompt your team to verify their total recorded work hours at the end of every pay period, all through the Workyard app.
🌟 Why Enable It?
Save Time:
No paper chasing. No more back-and-forth. Get hours verified quickly so you can process payroll and workers get paid.
Build Audit Trails:
Save signed-off records of all updates for audit-ready reports.
Stay informed:
Receive a notification when a crew member requests a time correction so you can address it in real-time.
👉
Activate Now
Note: Download the latest iOS and Android apps to use this feature.
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