Changelog
Product updates and shipped features
- ImprovedWork Orders
Limit an approval step to some asset categories
A work-order approval step can now apply only to assets in chosen categories. In Company Settings › Workflows › Work Orders, open a step and pick one or more categories under "Only for assets in these categories": work orders on those assets go through the step, while other assets — and work orders with no asset — keep the standard flow. Typical use: a second approver for critical equipment. To add a second approver, put each approver on a different status (for example Completed, then Validated) and turn on "Require validation before closing a work order" in Company Settings › System. Business plan.
- NewMobile App
Recent activity on the mobile home screen
Managers and administrators now see the Recent Activity card at the bottom of the home screen in the mobile app: the latest updates on work orders, assets, requests and locations, each one opening its record. A full list with older events is one tap away. It follows the same visibility rules as the web dashboard.
- ImprovedWork Orders
Require a category and failure categories when a work order is completed
In Company Settings › Work Order form › Completion dialog, tick Mandatory on Category (every work order) and/or Failure categories (corrective and emergency work orders only). The completion dialog then asks for them — on the web and in the mobile app — prefilled with what the work order already holds, so your reports stop showing "(none)". If your company has no category of that type yet, nothing is required. Business plan.
- ImprovedAnalytics
Scheduled reports in your language, sections in your order
A scheduled report — PDF, Excel and e-mail — is now written entirely in the language of the person who created the schedule: section titles, columns, statuses, priorities and dates. Names your team typed (categories, assets, failure causes) stay as entered. To put the section that matters most first, open Reports › Templates › Your copies, click Sections, move each section with the arrows and click Save order (Business plan). The breakdown by failure cause now counts corrective and emergency work orders only, since preventive work has no failure to classify.
- ImprovedAccess & Permissions
Asset visibility: see who would be left with no asset
With "Asset visibility for technicians & requesters" set to "Only assigned assets", technicians, requesters and operators only see the assets assigned to them. The setting now shows how many of them have no asset assigned at all — and would therefore see no asset and be unable to report a problem on one — so you can assign assets to them or choose "All company assets". Also, on a phone, a requester who cannot browse assets and scans an asset's QR code now lands directly on the request form with the asset filled in, instead of an "asset not found" page.
- NewWork Orders
Attach an inspection form when you create a work order
The new work order form has an "Inspection form" field, right under "Task Template": pick an inspection template and it is attached as soon as the work order is created. The technician fills it in like an inspection (choices, conditional questions, photos, Min/Max limits), and the work order cannot be completed until the form is. The field needs an asset or a location on the work order, and works when the work order targets a single asset or location. On a preventive maintenance plan, the "Inspection form" card now sits right under the "Task Template" card. On an existing work order, "Attach an inspection form" works as before.
- ImprovedAnalytics
Reports: PDF with charts, whole-month periods and cost per asset
In "Reports" › "Scheduled", a report can now be sent as a PDF with charts, alongside Excel and CSV. "Period covered" offers "Previous calendar month" and "Previous calendar quarter", ideal for a report sent on the 1st, and in a monthly schedule, day 31 ("Last day of month") means the last day of every month. The e-mail states the exact period covered. In the "Monthly Maintenance Report" template, completed work orders now include every work order finished in the period, whether completed, validated or closed, and a new section, "Maintenance cost per asset (top 20)", shows where the maintenance budget went, highest total first. In "Reports" › "Builder", the "Custom Report Builder" now keeps every field you add and groups the results: for example, choose "Asset" and "Total cost", then put "Asset" in "Group by", to get the total cost and the number of work orders of each asset. What you see in the preview is what is sent by e-mail. Cost fields require the permission to view report costs, and the report builder is available on the Business plan.
- ImprovedInventory
Stock movements: see the asset, and export to PDF or Excel
"Inventory" › "Stock movements" now shows, for each movement linked to a work order, the asset of that work order. The new "Export" button at the top of the page downloads the current filtered view as PDF or Excel, newest first: up to 5,000 rows in Excel and 2,000 in PDF, and the file states the filters that were applied. Export is available on the Starter plan and above, for people whose role has the permission to export inventory.
- NewMobile App
Mobile app: edit a photo before attaching it
In the mobile app, you can now mark up a photo before it is attached. Tap it in the strip of the camera sheet, or tap its thumbnail in the attachments when you create a work order or a request, to open "Edit photo". With "Crop", drag the frame or its corners, then tap "Apply". "Rotate" turns the photo a quarter turn with each tap. With "Draw", draw with your finger in "Red", "Yellow", "Blue" or "White". With "Text", tap the photo where the label goes, type it and tap "Add". "Undo" removes the last change, and "Done" keeps the edited photo, which replaces the original before it is uploaded. Photos that are already uploaded cannot be edited.
- NewMobile App
Mobile app: filter your teammates by team
In the mobile app, "More" › "Team" now has a "Team" filter above the list. Choose one or several teams to see only their members: "On shift", "Off shift", their counts and the map all follow your choice. Team leaders are included in the teams they lead. Your choice is remembered the next time you open the screen, and "All Teams" shows everyone again. The filter appears when your company has at least two teams.
- ImprovedWork Orders
Calendar: unplanned work orders now appear on the days they were worked
Work orders that never received a start or due date used to be missing from the calendar, even when the work had been done. They now appear on the days they were actually worked: from the day the work started to the day it was completed, or up to today while it is still in progress. This applies to "Calendar" on the web and in the mobile app. These work orders are never shown as overdue, and they cannot be dragged to another date, because their place on the calendar reflects what actually happened. A work order that was never started and has no date stays off the calendar: you will find it in the work order list. In the mobile app, "Show" › "Planned only" hides these work orders.
- NewWork Orders
See your own activity — and complete work orders with a complete record
When you complete a work order, the "Record quality" strip lists what its history will hold — completion notes, photos, time, failure code, root cause — and what is still missing, with a link to add it. The mobile app shows the same check on the completion screen. It never blocks completion. Everyone who carries out work orders also gets "My Activity" on the dashboard, in their profile and on the mobile home screen: work orders completed, on-time rate, record quality and hours over 7, 30 or 90 days, compared with the period before. Only you can see it. On the Business plan, an admin can turn on "Team views and goals" in "Company Settings" › "System" to set monthly team goals and show a "Record quality" column in "Analytics" › "Team". It is off by default: tell your teams before switching it on.
- NewInventory
Stock movements: every part movement in one place
"Inventory" › "Stock movements" lists every movement of every part across the company: parts used on work orders, parts returned with their reason, receipts and adjustments, each with its date, quantity, work order and the person who made it. Filter by type, reason, part, location or date, or click "Work order parts" to see only what was consumed on and returned from work orders. Each person sees the parts they already have access to, as in the history of a single part.
- ImprovedWork Orders
Select every work order that matches your filters
In the work order list, the checkbox in the column header now selects the work orders shown on the page and keeps the ones you picked on other pages. Once a whole page is selected, a link offers to select every work order matching your filters, up to 200 at a time, so a filtered list can be reassigned, moved to another status or given watchers in one go. On a phone, use "Select all" in the selection bar.
- ImprovedWork Orders
Add watchers to many work orders and preventive plans at once
Watchers can now be set in bulk. In the work order list, tick the work orders (or select them all) and click "Watchers" in the bar that appears to add or remove people on every selected work order; the watchers each work order already has are kept. In the preventive maintenance list, "Bulk edit" now has a "Watchers" field: choose "Add to each plan's current watchers" to subscribe people on top of each plan's own watchers, or "Replace each plan's watchers" to set the list. Plan watchers are copied onto the work orders the plans generate from then on.
- ImprovedInventory
A reason is now asked when a part goes back to stock
Removing a part from a work order's "Parts" list returns it to inventory, and the stockroom can now see why. Before the part goes back on the shelf, the web and the mobile app ask for a reason: "Not used", "Wrong part", "Entered by mistake" or "Other" (a note is required for "Other", optional otherwise). The reason, the note, the work order and who returned the part appear in the part's stock history. A customer-supplied part, which never left your stock, only asks for confirmation.
- ImprovedWork Orders
Planner: each job takes the days its estimate needs
In Work Orders › "Planner", a work order no longer stretches all the way to its due date. A card now covers the days its estimated duration needs: an 8-hour job takes one day, a job estimated at 2 days takes two. Work started without being scheduled takes one day when nothing is estimated, and a scheduled window without an estimate stays as planned. Work in progress stays on the board until it is completed. The hours shown in each cell now count a job once, on its first day, so the daily load is no longer inflated. The "Daily Work Plan" report follows the same rule. Planner: Business plan and above.
- ImprovedPreventive Maintenance
Multi-machine preventive plans: each machine's tasks under its own sub-work order
When one preventive plan covers several machines, the work order it generates is split into one sub-work order per machine. In the "Procedure & Tasks" tab of the main work order, the "Sub-work orders" card now lists each machine's tasks right under it, with their progress (for example 1/2), and the tab header shows the progress of the whole round. Click a machine to open its work order and complete its tasks. The mobile app now shows the sub-work orders on the main work order too, each with its progress, and opens each one in a tap. New sub-work orders are named after their machine instead of an asset number, and saving a plan no longer copies its full task list onto the main work order.
- ImprovedInventory
Line costs and estimated total on purchase requisitions
Approvers now see what a purchase requisition costs before deciding. On the requisition page, on the web and in the mobile app, each line shows its "Est. unit price" and "Est. amount", and the "Estimated total" sits right next to the approval buttons. A line uses the estimated cost entered on it; otherwise the part's unit cost from inventory, marked "Part's unit cost". Lines with no price are counted separately and left out of the total. When creating or editing a requisition, "Est. cost" can now be filled on inventory parts too, for example with a supplier quote. Approval steps limited to an amount range use this same total. Costs are shown to roles with the inventory permission "View prices" (Admin and Manager by default). Purchase requisitions: Starter plan and above.
- ImprovedWork Orders
Inspection form answers in the work order PDF
When a work order carries an inspection form, its PDF now prints what was recorded, not only whether the form was completed. Under the form summary, a table lists every checkpoint by section with its result, the measured value with its unit and the notes, followed by the photos taken in the form, each captioned with the checkpoint it documents. Forms filled before this update are included too: just download the work order PDF again. Inspection forms on work orders: Starter plan and above.