WorkShare v1.572 — Changelog
Major Features
QuickBooks Online Integration
We’ve added a full integration with QuickBooks Online to keep your books in sync automatically.
- Automatic sync of customers, products/services, invoices, estimates, payments, credits, refunds, and voids — all pushed to QuickBooks every 15 minutes
- Guided setup wizard walks you through connecting your QuickBooks account, mapping your income/AR accounts, business units to QB Classes, and payment methods
- Smart dependency handling — invoices wait for their customer to sync first, payments wait for their invoice, etc. No manual ordering needed
- Sync dashboard & reporting — see sync status, success/error counts, and pending items at a glance. A status widget on invoice pages shows whether each invoice has synced
- Error recovery — if a sync fails, simply edit the record and it automatically retries on the next cycle. Errors on one record don’t block the rest
- Historical cutoff — choose a date so only recent data syncs, avoiding overwhelming QuickBooks with years of legacy records
- Automatic token refresh — your QuickBooks connection stays alive without manual intervention
Reservation & Booking System
A complete reservation management system for asset-based bookings (marinas, storage, rentals, etc.).
- 10-step booking wizard — select reservation type, customer, dates, assets, map placement, package, and deposit in a guided flow
- Interactive map management — upload facility maps and place assets visually with drag-and-drop. Supports scaling maps (real-world dimensions), slot-based maps (grid capacity), and coordinate maps
- Map viewer with zoom, pan, and rotation — move assets in real time with constraint validation (overlap detection, clearance margins, capacity limits)
- Asset type management — define asset categories (leased, operational, customer-owned) with custom dimensions, clearance margins, icons, and custom fields
- Packages & pricing — create bundled packages with multiple pricing models (flat, per day/week/month/year), optional add-ons, quantity constraints, and proration rules
- Timeline view — visual calendar showing all reservations across slots. Drag to move or resize reservations, click to create new ones, with 30-second live refresh
- Settlement processing — automatic proration calculations at checkout for partial-period billing
- Waitlist – Customers can join waitlists for reservations, staff can easily migrate a waitlist ticket into a new reservation with the click of a button.
Minor Features & Improvements
Updated Service Agreement & Subscription Wizards
- Refreshed the service agreement and subscription creation wizards with an improved workflow and updated UI
- Streamlined the step-by-step process for setting up new agreements and recurring subscriptions
Waiting List Management
- Create public-facing waiting lists with custom fields and capacity limits
- Customers can self-register, verify their email, and pay for queue positions
- Admin tools for managing queue order, viewing entries, and processing registrations
- Embeddable widget for your website
GPS-Enhanced Appointment Scheduling
- Service locations now include GPS coordinates with automatic geocoding
- “Nearby appointments” finder shows jobs within proximity of a selected location (±15 days)
- Helps field staff group nearby jobs to reduce travel time
Redesigned Job Creation Form
- New progressive-disclosure form that reveals fields step by step — select account first, then job type, then the full form appears
- Reduces clutter and speeds up job entry
Price List Management
- Modern interface for managing products, services, and discounts
- Filter by vendor or category, search, and import from vendor price books
Reliability Improvements
- Phone call duplicate fix — resolved a mobile browser issue where incoming calls could trigger duplicate outbound Twilio calls
- Activity log enhancements — improved audit trail tracking who changed what and when across all records