Release Notes

v2.5.21 - 10th February 2025

NEW FEATURES

Wilson & Bradley Supplier Integration
Seamlessly send your Purchase Orders to Wilson & Bradley and instantly see updated prices in Jobman. Contact your Wilson & Bradley sales representative to get a login for the integration.
Find out more

Updates & Improvements

Added lead "detail" columns to Lead Report
Credits Notes applied to invoices in Xero will now be reflected in your synced Jobman invoices
Improved error messages when syncing invoices for contacts that are missing/deleted in accounting software
Added the ability to update invoice numbers for invoices that have not been connected to accounting software
Added the ability to "Create and add new" job materials without having to go back to the job material list
Added sorting by started/ended date in the staff effort report
Materials, services and labour with 0 quantity will no longer be displayed in the Quote Summary report
Added the ability to see a staff members "User Login Email" (ie. the email address they use to log in to Jobman)

Issues & Bug Fixes

Fixed an issue where invoices created at certain times would sync to Xero with the previous date and/or due date
Fixed an issue where job site addresses were missing spaces when the template variable was added to email subjects
Fixed incorrect error message displayed when enabling CAD/CAM integrations without the feature enabled
Fixed issues where not all records were displayed in the select box in multiple areas including Settings > Worflows > Triggers
Fixed an issue where activities/notes would sometimes be hidden when viewing tasks
Fixed "View in Xero" linking to incorrect address for bills
Fixed an issue where contacts synced with MYOB would have their default tax code reset to GST
Fixed an issue where files uploaded directly to One Drive/Sharepoint with certain special characters could not be viewed correctly in Jobman
Fixed job numbers not being displayed in the grid when editing purchase orders
Fixed job alerts grid not remembering last "results per page" selection

v2.5.20 - 3rd February 2025

NEW FEATURES

Webhooks for third party integrations
Allowing third party integrations to receive real-time notifications when key events happen in your Jobman organisation — like new contacts being created or leads/jobs changing status. No more manual checks or delays — your integrations get instant updates, keeping everything running smoothly.
Webhook events are currently available for Contacts, Leads, Jobs, Quotes and Notifications, with more coming soon! Find out more in our API documentation.
Custom Financial Years
You can now define your fiscal year start day & month allowing you to fully utilise Jobman's financial year reporting no matter what country or region your organisation is in.
To change your organisation's financial year, go to Settings > General

Updates & Improvements

Added activities when invoices are submitted and approved
Added better error handling when attempting to sync timesheets in Xero for pay items with invalid rate types
Added better error handling when syncing invoices with statuses that have invalid codes
Added "assigned" activity when job resource items are manually sourced from stock inventory items

Issues & Bug Fixes

Fixed missing "Lineal Feet" options for pricing units and optimisations
Fixed an issue where specific units per item and quantity combinations would cause an error when receiving purchase order items
Fixed an issue where tasks were unable to be stopped and started if multiple active timesheet entries were running

v2.5.19 - 28th January 2025

NEW FEATURES

Copy Lead Items and Files to Jobs
When creating a job from a lead, you can now automatically copy all item specs to the job, regardless of what quotes items are added. Additionally, all cloud storage files/folders can be copied to the job's storage folder for quick and easy access!

Updates & Improvements

Issues & Bug Fixes

Fixed an issue where catalogue item CSV's created using legacy encoding formats couldn't be imported

v2.5.18 - 20th January 2025

Updates & Improvements

Deleted jobs/leads/projects will no longer be displayed when creating timesheet entries
Changed "ABN" to "TRN" for US-based organisations
Added new column to Settings > Accounting > Accounts to show which accounts are set up as rounding accounts
Added activities & notes panel in the kiosk for contacts, jobs, leads and projects

Issues & Bug Fixes

Fixed an issue where contact person was not being copied from the parent job when creating work orders
Fixed an issue related to importing products with operation names that contained certain special characters

v2.5.17 - 13th January 2025

Updates & Improvements

Issues & Bug Fixes

Fixed an issue where organisations with a lot of triggers could not see them all when editing workflows
Fixed an issue related to Cabmaster CSV's not always containing white space in column headers
Fixed an issue where job cost report drill down totals would not match breakdowns below when "Hide workorders" filter was enabled
Fixed an issue preventing notes being added to job materials and services
Fixed an issue where job items created from lead items would not always reference the same item specification version

v2.5.15 & 2.5.16 - 6th January 2025

NEW FEATURES

Notes Improvements
Notes now support rich text editing, and can be updated, deleted and restored based on staff member permissions.
Select All Permissions
You can now quickly and easily set up staff permissions by enabling all permissions in each section, and de-selecting the ones that are not relevant

Issues & Bug Fixes

Fixed an issue where organisations with more than 20 email templates couldn't select all when composing emails
Fixed an issue where organisation with more than 20 workflows couldn't select all when creating leads/jobs
Fixed an issue where paused tasks would not appear on staff timesheets
Fixed an issue where task dialogs were not reloading correctly after completing/updating tasks