Project Numbers and Team Member IDs now show across Workyard

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: