Subscription Features

General

• User Settings: Create Organisation structure.
• Password check via Active Directory Domain Services (ADDS) in easyjob and WebApp.
• easyjob Remote Session Enhancer (RSH).
• Setting to enforce secure easyjob password.
• User Filter for Dangerous goods indicator.
• Deactivate Users.
• Organisation Structure: Optimized handling with scrollbars.

View

• Batch activity in the Navigator.
• Reminder supports E-Mails.

Master data

• Item package: Setting to book the particular Item package as a own group.
• Weight of linked Items (gross/net) in the Main Data.
• Linked Associated Items - For changes, queries or already existing item bookings that should be updated in the future.
• UpdatePurchase prices/Sub-Rental prices during import.
• Individual Item sorting order for each Sub Category.
• Supplier Price maintenance during import.
• Artikel: New tab "Purchase Order".
• New setting "Use Standard price" for supplier prices at Item Master Data.
• New column in the Item -> Devices "Number of Items in the Transport Container".
• Payment Methods for Invoices and Purchase Invoices can be divied.
• New List Editor for devices at the Inventrory entry.
• Item Packages: Define the sorting of Items and use it in the Bill of Items.
• Edit price list - List of Items: Now it can be sorted by field, Multiselect and the “Edit Entries” context menu, as for other Master Data Lists.
• Item Master Data: New field for "Dangerous goods indicator".
• Organisation Structure: Master data editor for entering and managing Commercial Establishments with coloring and selection in project, invoice, purchade order, etc.
• Purchase Order: Item Master Data Inventory with new column Delivery status.
• New function: Copy Item Packages.
• New possibility to record data for private address at Contact Advanced tab.
• New column at the data exchange inventory export per owner.
• The Sales Price in the Item master data can now be stored for new goods and used goods.
• New setting "Internal costs" for Resource Bookings.

Project Management

• Digital Signature for Confirmed Jobs and Delivery Notes.
• Create Inventory Job in > Tools.
• "Print on reports" check mark now also for attachments.
• Create Project Series - Copy Project - Copy Job: Possibility to Keep Job Status.
• Add an Address in Job Appointments.
• Periods (Load, Transport, Setup, ...) can also be defined for Sub-Rentals.
• Extension Shopping Cart for sales of sales inventory and used items sales (expendable Items).
• Copy Job: Selection: "Apply current prices from Master Data".
• Project dashboard.
• Expanded insurance calculation.
• Project attachments: optionally show also attachments from the Project activities.
• Link Projects as reference.
• Copy or transfer Job Resource Assignment and Assignment Status.
• Sub-Rental Jobs: New setting "Direct delivery" (volume and weights of the job are not calculated in).
• New "Total" field in the Project Main Data.

Item scheduling

• Excelimport at the Bill of Items is able to import free lines.
• Include number of Items in Availability Check.
• Determine the quantity of spare Items needed directly in the Bill of Items.
• Eventfilter at the Disoboard.
• Availability overview displays current loaded and unloaded Items.
• Dispoboard - new FIlter for items with overbookings.
• New part for Material Group information.
• Automatic booking of a sales variant for a sales item.
• Replace/Substitutefunction for Items/Devices when damaged during a Job in progress.
• Item Package: New setting "Suppress query of opt. assoc. Items".
• When booking an item package, the price can be set as a fixed total.
• Scanner: Load/unload Linked Associated Items with "Reduce Rental Inventory".
• When replacing an Item, the On-Fly check is shown directly for the respective Items.
• Sub-Rental Assignment can be carried out for more than one Project.
• In the Availability overview, Items can be rescheduled directly in the Bill of Items.
• "Show workshop activities" option in the Dispoboard and Item Availability views.
• Extension of the "Schedule Views" using the "\" tree structure.
• Scheduling Board: Job line context menu shows information about scheduled devices.
• New Window for "Suppliers" in the Bill of Items.
• Show availabilities from suppliers (easyjob Partner Web Access via WebApp URL in Master Data Addresses->Communication required).
• Item Overbookings: New column for Item Own Number and User Filter to find entries at the Item Custom Field.
• Color mark "Availability" individual per column.
• Automatically load the contents of a transport container that have been pre-defined it in the Master Data.
• Manage spare Item quantities.
• New Column Stock Level from supplier (also Sub-Hire Wizard).
• New Filter Sub Category at Overbookings view.
• Part Deliveries will be consecutively numbered.

Resource Planning

• Search by free-form text in the Resource Planner.
• Job appointments can be edited and created directly in the resource plan via the context menu.
• Assign Resources to Appointments via drag & drop.
• Resource Plan: The timeline of all views can be linked in the Workspace.
• Resource Plan: New workspace setting "Save Task Filter".
• Job - Resources: Calculation of Own Costs analogue to the calculation.
• Move Resource Status via Drag and Drop to another Resource.
• Resource plan: Resource Types (as assigned in the address master data) are displayed.
• New Resource Planner: moving and time frame adjustment via Drag&Drop.
• New Resource Assignment status - Reserved.
• View Scheduled Planning Resources within the Project.
• Running meter calculation for vehicles and means of transport.
• For Resource function assignment, it can be defined if the times are “fixed” or “flexible” times (can be shown in the Resource planner).
• The order of the Resource Rates can be sorted globally.
• It can be defined in the Resource series if the same people must be used for the complete series.
• No more required Resource rates can be deactivated.
• Resource types that are no longer needed can be deactivated.
• Resource Types, Rates and Price lists can be displayed depending on the location.
• Differ Resource Types at master data between Planning Resources and Resources.
• New part in the Resource planer: Displays how many hours per week the person was already scheduled.
• Resource Booking: distinction in the number to invoice and number of required Resources.

Calculation

• New option to set up a preferred tax type when there are multiple ones.
• Discount from Sub-Rental can be fixed permanent.
• Insurance basis as the base price.

Loading/Unloading

• New property Linked Associated Items: "Not to scan".
• Scanner App: Extra button for job info (e.g. Manager).
• easjob Scanner - Transport Container: Master Data Assignment will be deleted, if e. g. an already pre-packed Device will be loaded alone.
• New setting " Load warning" and "Unload warning" per Maintenance Schedule (workshop).

Invocing

• Master Data Address: New setting Invoice Delivery Type "E-Mail" - E-Mail of the Customer Invoice Address will be used.
• Invoice approval: Jobs could be approved individual. Activation in Tools > Settings > Jobs. User Right in > Projects/Jobs.
• New tab References.
• Invoice Project: Beside grouping to "Item", "Sub Categories" and "Accounts" also "Job Item Group" is available.
• Payment Receipt: possibility to import QR files.
• Creating a credit would be linked with the credited Invoice.
• New Filter at Reminders for companies and sites.
• Create payment plans also with the Proposed status.
• Create electronic invoices.

Workshop

• New setting Maintenance Schedule "Due at Inventory Entry" - creates service due directly at Device Inventory entry.
• Manage Vehicle repair and maintenance in the Workshop module.
• Estimated Workshop Activity Costs from Replacement price.
• Track Workshop Activities for Items that are not part of your inventory.
• Workshop: Due for Maintenance - new filter: Maintenance schedule, site and date.
• Establish a standard estimated completion time for individual Workshop activities.
• Spare parts -> free lines possible.

Purchase Order

• New "Priority" flag for purchase invoices main data - Payment instructions - Edit purchase invoices.
• Create Purchase Order for external "Workshop Services" from workshop activity.
• Spare parts can be ordered at workshop activity.
• With optional Delivery Date no Inventory entry.
• Item Master Data: Purchase Order Parts List for item parts.
• Item Master Data: preset Packaging unit for each supplier (additional column at purchase order).
• Feature from purchase order "Update Item suppliers".
• Devices can be directly created from a pruchase order.
• Print Order Request for several suppliers via multiselect.
• Program settings to lock schedule for sub-rentals at status "Purchase Order".
• Resource planning: Combine the same Addresses through multiple selection (STRG+click) in a Purchase order.
• Purchase Orders also possible with Partial deliveries.
• Purchase Orders can be copied.
• An Order Request can be put to several suppliers.
• New field: Delivery Address.
• Apply total of Purchase Orders in the Cost Planner automatically (option preset).

Sales

• "Tentative" also for sales.
• Calculation Base also for sales jobs.

Printing/Report Designer

• Export expanded to include Word XML (docx).
• Initialize report parameters in the Project.
• Initialize report parameters in addresses.
• New Report for Cash settlement/Cash book.
• New LL code page function for Swiss QR-bill.
• New Report Template: Price List.

Multi-Site

• Creating of "Availability Groups" at the Sites (e. g. Europe).

Office integration

• SharePoint Integration in den easyjob Remote Session Enhancer (RSH).
• SharePoint configuration of the target folders in the server manager.
• SharePoint configuration of the target folder via workflow.
• SharePoint migration tool for migrating files from the file system.
• SharePoint migration of files when switching to a Teams Project.
• SharePoint via Report Document type.
• SharePoint via Report Determine destination folder and file name for export.
• Set SharePoint folder permissions via workflow.
• Create SharePoint subfolders via workflow.
• SharePoint integration of Project file attachments.
• Microsoft Teams integration.
• eCarnet csv Export.

Settings and User Rights

• New right: "Only view own Projects and Jobs".
• Item units can be created freely in the master data.

Server Manager and Database

• easyjob Test environment with separate user right "Use test environment" - clients can connect to the test or live system.

easyjob 6 Controlling Center

• General Costs can be used in purchase orders.
• Controlling Center: Create a Cash book in easyjob.
• New Filter at the Purchase Invoice Overview.
• Payment Instruction: New Filter by Due Date.
• New dropdown field "Payment Method" at Purchase Invoice Card "Costs", fields editable if selection is "Empty" (Discountoption).
• Purchase Invoice mark as "Confidential".
• New User right "Cash book".
• Create Purchase Invoices from Summary Document.

easyjob 6 CRM

• Take the probability into account in the Dispoboard filter.
• Availability now also with Probability.
• Activities can now be created from the dashboard.
• CreateTasks via Shortcut STRG-T.
• Filter for Sales opportunity in the Overbooking calculation.
• New filter at Navigator "My created Activities" for a better activity managment.
• New field at the Status Change Reason "Lost to competitor" for the Competitor Proposed Price.
• Create Leads now available in WebApp.
• Adresstypes are available now for Leads as well.
• New Category-field for Adresses and Leads.

easyjob 6 WebApp

• Warehouse Service Center: registered user put items into a shopping cart for a particular period.
• Create/edit free lines in the WebApp.
• Project dashboard in WebApp and Phone.
• Two-factor authentication (2FA) in WebApp, Mobile App, Kiosk, Scanner with TOTP.
• New user filter for items (Bill of Items and Master Data)/Addresses/Projects.

easyjob 6 Workflow

• New Action: "Add Planning Resource".
• Purchase Invoice: Set Release Status for all line items.
• WebApp Push notification for workflow messages (only with active subscription).

easyjob 6 Freelancer Communication Pack

• Open Resource Plan from an context menu in the Resources answer.

easyjob 6 Webshop

• Web shop support for Sales and Used Items Sales.
• Display Webshop Live availability via the WebApi.

easyjob 6 Quality Assurance

• Skills can be displayed as tree view via backslash.

easyjob 6 Time Card Analyzis

• Work Time Overview: New filter according to Organisation Structure.
• New time card setting: "Automatic work time approval".
• Driven distance at Travel Expenses.

easyjob 6 Mobile Scanner

• Scanner supports now "Tablet Mode".
• Assign Associated Devices via Scanner.
• Assign/remove Items and Devices from OBU-Site via Scanner.

easyjob 6 Document Management

• New right "Document type" defines which document type may be seen e.g. item image, invoice, purchase invoice.
• Document Properties: new selection "Document type", they can be created at master data with "confidential" property with user right.

Find more about the easyjob Subscription:
http://www.protonic-software.com/en/shop/subscription-faq.psx

easyjob 6 Update

At present update release '6.22.2.59' is available.

Download Update
6.22.2.59

Retirement of program functions as of 1 July 2023

Due to the further developments available for several years, and technologically outdated platforms, the following modules/programme functions will be discontinued on 1 July 2023:

easyjob Webshop based on Silverlight

For the plugin, the successor technology based on WooCommerce has been available for several years. No new easyjob licences are required for the webshop module

easyjob Mobile Scanner based on Windows Mobile

For the easyjob Mobile Scanner on Windows Mobile basis, the successor technology on Android basis has been available for several years. No new easyjob licences are required for the scanner module.