Stay up to date with the latest features, improvements and fixes in WorkBookPro.
v3.3.8 Latest
Save & Send PDF, Invoice Totals, Mobile App & File Explorer
March 2026
New Features
Save & Send for invoices and quotes now waits for the PDF to generate before opening the email dialog, ensuring the attachment is always ready.
Selected invoice checkboxes now show a running total of the amount due in the toolbar.
New File Explorer in settings — browse, download, and delete all tenant files in a hierarchical tree view.
Capacitor mobile app scaffolded with core plugins for iOS and Android builds.
Custom invoice template fields are now fully documented for easy template creation.
Improvements
Settings page dirty tracking now works reliably across all tabs — you'll always be warned about unsaved changes.
Settings subsections are more visually distinct with standardised section headers and descriptions.
Form draft restoration now works correctly even before a template is selected.
Add Job modal now closes and redirects to the newly created job page on save.
Expense file attachments on edit now correctly sync to Xero, including full file deletion from cloud storage, the database, and Xero.
Bug Fixes
Fixed invoice due/overdue filter only showing one status instead of both.
Fixed sending an invoice via email not updating the status to Sent or refreshing the timeline.
Fixed scheduler view showing events on the wrong dates at month boundaries.
Fixed required field validation rejecting 0 as a valid input.
Fixed race condition in email sending that could prevent status updates.
v3.3.0
Travel from Sites, Check-In Improvements & UI Polish
March 2026
New Features
Navigate to site locations directly from the app with the new travel from sites feature
Check-in history now grouped by date with clear date headers and a 'Today' label for the current day
Added per-automation toggles to disable tracking pixel and unsubscribe link for deliverability testing
Improvements
Form template and output template selects now adapt to screen size for a cleaner layout on all devices
Improved overall form completion page responsiveness on mobile and tablet
v3.2.12
Form Email Tracking & Cashflow Fixes
March 2026
New Features
Form Email Timeline: Emailing a completed form now records a full timeline — see exactly when it was sent, delivered and opened, just like invoices and quotes.
Bug Fixes
Fixed cashflow report showing expenses and invoices from the wrong year.
Fixed automated quote follow-up emails sending daily instead of on the configured schedule (e.g. day 3, 7, 14). Old quotes are now automatically excluded.
Fixed Xero tax type and account selections not being remembered between sessions on the desktop expense form.
Automated Email Campaigns: Set up triggers to automatically follow up with customers, complete with a full email log history.
Extended Custom Tags: Add custom fields and tags universally across Jobs, Quotes, Customers, Invoices, Expenses, Credit Notes, Suppliers, Sites, and Contacts.
Dynamic Job Statuses: Job statuses are now fully customizable objects, replacing hardcoded strings, with full support in reporting and dashboard metrics.
Asset Copying: Quickly duplicate existing assets via the new copy functionality in the Asset dialog.
Feedback & Pipeline Tracking: Submit bug reports directly and track feature pipeline progress within the app.
Improvements
Settings Redesign: Consolidated 15 complex settings tabs into 5 streamlined categories (General, Communication, Sales & Finance, Operations, Team & Data).
Advanced Dashboard Filters: Upgraded KPIScorecard, JobPipeline, CashFlow, and Receivables widgets to support explicit start and end date queries.
Refined PDF Generation: Invoice and Quote PDFs now automatically extract and use softer branding colors from your tenant logo.
Form Enhancements: Form descriptions are now completely optional when creating a new form.
Website Navigation: Added direct links to newly released features directly in the main website menu.
Bug Fixes
Fixed subscription tier limits failing to correctly update after additional users are added.
Fixed calendar bugs where unassigned drag-and-drop events failed to persist changes.
Fixed PDF regeneration logic triggering unnecessarily on non-material quote/invoice updates.
Fixed DOCX export tables occasionally failing to span the full document width.
Fixed quick expense group items failing to load correctly during expense creation.
v3.0.33
Customer Rates, CSV Uploads & Form Enhancements
February 2026
New Features
Customer-specific chargeable rates — set hourly, travel and overtime rates per customer with automatic fallback to user or account defaults.
CSV bulk upload for quick items and group items in settings.
Duplicate forms — clone existing forms directly from the forms list.
Asset custom fields now available in the form builder asset loop.
Unified dashboard filter — a single global period selector controls all dashboard widgets and tiles.
Improvements
Searchable job dropdowns across events, customers, expenses and credit notes.
Improved asset dialog layout with better spacing and alignment for custom fields.
Invoice status now defaults to Authorised when creating a new invoice.
Responsive tab layout on the job page for mobile devices.
Bug Fixes
Fixed document generation tables not rendering at full width.
Fixed asset loop template variables not copying correctly.
Fixed form assets not loading reliably on first open.
Fixed invoice quantity showing 0 for timesheets under one hour.
v3.0.32
Bug Fixes & Stability
February 2026
Bug Fixes
Fixed various minor bugs across the application
Resolved UI in credit notes, search for jobs added.
Main menu fix in mini mode.
Dashboard bug fixes.
Added paid dates to invoices and expenses.
v3.0.3
Bug Fixes & Stability
February 2026
Bug Fixes
Fixed various minor bugs across the application
Improved overall stability and performance
Resolved UI inconsistencies reported by users
v3.0
Assets, Timesheets & Redesigned Menu
January 2026
New Features
Introduced asset management — attach photos, documents and files directly assets on a site
Added timesheets to track employee time clocked in and time on jobs
Updated form creation to natively handle assets, now add a asset loop to any form
Improvements
Rearranged the navigation menu for better usability and faster access to key features
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