We've added the option to create jobs from purchase orders (POs) in the web interface.

You're able to upload a PDF provided by a client, and we'll automatically extract details from the uploaded file and create a job against the mentioned customers, properties, and details. Where applicable, a draft quote will be created matching any pricing details on the purchase order to allow you to quickly invoice the job once work is completed. The uploaded PDF will be saved in the job's files.

This option can be found on the job list, and on the jobs tab of customer or property pages.

You are now able to create custom fields for customer, property and job records to gather data which built-in fields in JobStaq do not support, such as job priorities, due dates, and parking options for properties.

At present, you can create text inputs, number inputs, checkboxes, dropdowns (single-select) and date fields. You can fill these fields when editing records, and can customise table views to add a column to show these, plus sort and filter by their values.

Custom fields can be managed via settings in the web interface. Limits on the number of custom fields you can create depend on your plan.

The creator of an invoice or customer will now receive notifications if there is an error preventing the changes syncing to an accounting integraiton.

This should eliminate the need to manually check the error logs on the integration settings page to identify records which need corrections. These notifications can be disabled if not required.

customer can set their job reference (eg. PO number) when accepting a quote through the portal, if they have a role (ie. access to central customer portal).

You can now view history of changes made to tasks (such as it being marked as completed or incomplete) via the dropdown.

You can now create custom tags to be associated with jobs, customers, and properties in your account.

You can add new or existing tags to records when editing them.

Tags can be managed in settings, to update the text and colour code, or to delete any tags no longer required.

You can customise table views to show the tags column, and can filter for results matching a set of selected tags.

You're now able to select a webhook URL as a destination for automatic reminders, in addition to the existing communication and task options.

This allows you to notify an external service when a reminder is due, for example, triggering a Zapier workflow to send a reminder to a channel in Microsoft Teams, or to invoke some custom code to notify the customer via channels not supported in JobStaq, like WhatsApp.

You can now disconnect a configured accounting integration, and connect a different provider to your JobStaq account.

When disconnecting an integration, we empty the fields to track identifiers for records in your accounting software, and when connecting a new provider, fill these in for data in your new account.

Booking portals now support advanced travel time controls, giving you fine-grained control over which appointment slots are offered to customers based on engineer travel requirements.

You can configure the maximum travel time change for scheduling a new event on a given day, and the thresholds at which an event is labelled as "eco" in the booking portal.

Formulas for these options are flexible, and can be absolute values (eg. 10 minutes), based on the shortest direct route from a skilled engineer, event durations (to allow more travel for higher-value work), or date-based (eg. to relax requirements for next-day bookings).

You can view your settings on the booking portal settings page, and changes to these values can be made by reaching out to support.

The enqiury portal has been updated to allow custom instructions to be provided for the form, in addition to the job details and attachment inputs.

You can now customise the order in which referral sources are disaplayed for both the enquiry and booking portal.