Last summer, we launched a lot of new big features in WorkWeek. Well, almost a year later and we decided WorkWeek needed some cleanup. We've gotten a lot of feedback from our users, so we went back and took a look and things with a focus on removing things that weren't being used, caused confusion, or just didn't work that great. We'll walk through some of the changes here – we think you're really going to like them.
Adding services to jobs has been removed
We've removed the requirement of adding services to a job. When we started WorkWeek, we had big ideas for what adding or tagging a job with services would offer – turns out we just got it wrong. They were more of a bourdon than a help. They were often misunderstood and difficult to explain... especially when it wasn't clear how they were helpful. Well, now they're gone. For you, it should just mean that it's faster for you to start a job.
The Customers tab has been removed, hello Search
One of the biggest changes you'll notice is that we've removed the Customers tab. Jobs and Customers looked very similar, and they were pretty much two different ways at getting at the same thing: creating a job. Jobs are at the center of WorkWeek, as well as your business, so we decided Customers had to go.
Removing Customers left a big space, so what was gonna take its place? Well, one of the pieces of feedback we got was that it felt hard to search for things. Well, now you can't miss it – search has it's own tab. When you first land on the Search page, it'll show you your recent jobs, invoices, and estimates. Need to search for an invoice, customer name, or address? Just type it in, and we'll look up all your jobs, invoices, and estimates right there at the same time. We think this a big improvement, and we hope you like it (it's a big one, so fingers crossed).
Note: We haven't launched our updated iOS app, so you will not see this change in iOS just yet.
A cleaned up job listing
We removed Customers, but we also cleaned up the Job listings. When you view a job, now you can see the invoice/estimated state of the job. For example, once you've estimated a job, you'll see an "Estimated" stamp, once you invoice that job, you'll see the "Invoiced" stamp. This should make it more clear which jobs have been estimated, invoiced, paid, etc. Not a big change, but a welcome one.
We cleaned up creating appointments
When you create an appointment, it has to be assigned a Job. Previously we used a dropdown list to either create a new job with the appointment or select an existing job. We changed this to a button to make creating appointments quicker and easier. We're still considering allowing appointments that aren't connected to jobs, so if that's something you're interested in, let us know at firstname.lastname@example.org.
Business reporting is here
So technically we added something here, but we promise it's worth it. The Business tab now has a way to view your numbers in detail. You can select a date range to see your invoice numbers, expenses (including subcontractors), and you can even download the raw data in CSV format, so you can pass it on to your bookkeeper or CPA. This has been on our list for a while, and we decided to sneak it into this release in its basic form. We've got bigger plans for the Business tab, but that's a future release.
So that's our summer release – mostly cleanup, but we did add some nice features. Our updated iOS app should be out soon and will reflect these changes. We've got another big release planned soon... we can't give away any details yet, but we'll be sending out an email when we get a little further on it. If you have any thoughts on this release, or ideas for new features, feel free to reach out to us at email@example.com. Thanks!