What's New

Customers can book appointments directly from your public profile — no third-party tools needed.

• Create custom event types (consultations, services, demos) with duration and pricing
• Real-time slot generation from your business hours minus existing scheduled work
• Configurable buffer time, slot duration (15-60 min), and 30-day booking window
• Instant confirmation — booking auto-creates a calendar entry and sends email to both parties

Full financial management without leaving WrkOrdr.

• Double-entry bookkeeping with chart of accounts and general ledger
• Invoices, payments, and expenses auto-post to your books
• Bank reconciliation via Plaid — connect your bank, auto-match transactions
• Financial statements: P&L, balance sheet, trial balance
• 1099 contractor tracking and CPA-ready export package
• Period close to protect finalized months

Organize work log entries by job. Group everything for a specific project under one name, track total hours, filter by person or date range, and mark groups complete when the job is done. One group can span multiple customers.

Store multiple contacts per customer (office manager, billing contact, site supervisor). When sending invoices or estimates, pick one or several recipients from a dropdown — each gets their own email. Communication log tracks which contact you spoke with.

Financial sections (Books, Bank Reconciliation, Admin Dashboard) are now protected with SMS-based verification. When accessing sensitive data, WrkOrdr texts a one-time code to your phone. Verified once per session — daily work isn't affected.

Comprehensive GPS-powered workforce tracking and optimization.

• GPS-verified clock in/out with geocoding
• Live map view of field team locations
• Route optimization for multi-stop jobs
• Geofencing with automatic alerts

Full asset and inventory tracking for service businesses.

• Equipment tracking with assignment history
• Inventory management with low-stock alerts
• Link equipment and parts to specific jobs

Create professional estimates and convert them to invoices with one click.

• Branded estimate templates with line items
• Client approval workflow with e-signatures
• One-click conversion from estimate to invoice

Two-way integration with leading accounting platforms.

• Sync invoices, payments, and expenses with QuickBooks Online
• Sync invoices, payments, and expenses with Xero
• Automatic reconciliation and error handling

Fine-grained role-based access control for your team.

• 17 individual permission flags per team member
• Control access to billing, scheduling, clients, reports, and more
• Custom roles with preset permission templates

Comprehensive reporting suite for business intelligence.

• Profit & Loss statements
• Job costing reports with labor and materials breakdown
• Dashboard stats with real-time KPIs

Centralized communication history for every client and job.

• Log calls, emails, and notes per client
• Attach communications to specific jobs
• Searchable and filterable communication history

Manage time off requests and never miss a payroll deadline.

• PTO request and approval workflow
• Accrual tracking by employee
• Automated payroll reminders before due dates

Track project progress with milestones and completion percentages.

• Define milestones per project with due dates
• Visual progress tracking on project dashboard
• Milestone-based billing triggers

Public-facing portal for municipal work order management.

• Citizens submit and track service requests online
• Department routing and priority assignment
• Public status dashboard for transparency

Enhanced push notification delivery with VAPID keys for better reliability and security.

• VAPID-based web push for instant, secure alerts
• Improved delivery rates across all browsers
• Configurable notification preferences per category

Real-time push notifications on web and mobile to keep you on top of jobs and messages.

• Web push notifications for instant alerts
• Native notifications on iOS and Android via Capacitor
• Configurable notification preferences per category

Track revenue, job completion rates, and team performance at a glance.

• Revenue trends with daily, weekly, and monthly views
• Job completion rate tracking and team leaderboards
• Exportable reports in CSV and PDF

Built-in payroll tracking for your team.

• Track hours, overtime, and pay rates per employee
• Generate pay stubs and payroll summaries
• Integrates with time tracking for automatic calculations

Set up automatic recurring invoices for repeat clients.

• Weekly, bi-weekly, monthly, and custom intervals
• Automatic email delivery with Stripe payment links
• Dashboard view of all active recurring invoices

Shareable booking page for clients to schedule appointments.

• Custom branded booking URL for your business
• Clients pick available time slots and book directly
• Automatic calendar sync and confirmation emails

Native iOS and Android apps via Capacitor.

• Full native app experience on both platforms
• Camera access for job site photos
• Offline mode for working without connectivity

Full internationalization across the entire app.

• English, Spanish, Chinese, Russian, Korean, Haitian Creole, Bengali, Polish, Arabic, Italian, Portuguese, and French
• RTL layout support for Arabic
• Localized date, currency, and number formatting

Save and reuse invoice templates for faster billing.

• Create templates with pre-filled line items and notes
• Apply templates to new invoices with one click
• Share templates across your businesses

Select multiple items and perform batch operations.

• Multi-select jobs, invoices, and clients
• Bulk status updates, archiving, and deletion
• Batch export to CSV

Create reusable schedule templates for recurring work.

• Define weekly or monthly schedule patterns
• Auto-generate jobs from templates
• Assign default team members and locations