Feature Updates: better templates, new reports & more

The WORKetc team has been working hard on delivering some highly anticipated features. Today, we would like to share some of our most popular new features.

Requested Features Delivered

WORKetc CRM Create Project from Template Wireframe

Create better projects using templates anywhere

Our project templates now allow you to build your projects directly from the “Create New” menu. This also adds context awareness to new projects and more refined project duplication options.

Build quotes faster using quote duplication

Duplicate and reuse any existing quote or invoice. Modify or inherit specific information and recreate your line-items exactly how you need them in seconds.

WORKetc CRM Quote Duplication Wireframe
WORKetc CRM Filter for assigning to current user on smartlist wireframe

New filters that make smart lists even smarter

You now can filter by the creator or assignee viewing a smart list. This means that your entire team to share a single smart list while only seeing results relevant to them.

Invoice Feature Updates

Example of WORKetc generated invoice and quote templates

Our invoicing tools have received major updates. You can now:

  • Use custom headers and footers on all templates
  • Automatically link billable items to projects during invoice creation
  • Use Google Fonts in your templates to better represent your brand
  • Accept ACH/eCheck payments on Customer Portal via
  • Pull in custom field data for line items (both directly linked or related to)
  • Create custom email templates with separation for both quotes and invoices

Report Highlights

WORKetc YTD Reports Wireframe

New reports have been added to give you deeper business insights:

  • Timesheets by Project for Employee break down hours worked for a specific employee across all projects and sub-projects
  • Finances YTD Report an at-a-glance view of all invoices created and payments received during a calendar year

Incase You Missed It

  • Integrations
    • Link your Dropbox files to WORKetc
  • Security:
    • Use OAuth 2.0 to link your Gmail or Office 365 accounts
  • General:
    • Capture company data on webforms.
    • Track initial response times on Support Cases
See all

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