Subscription Features

General

• Deactivate Users
• easyjob Chat
• User Settings: Create Organisation structure
• User Filter for Dangerous goods indicator
• Setting to enforce secure easyjob password
• easyjob Remote Session Enhancer (RSH)
• Authentication via SAML
• Save the filter configuration under Tools → Data exchange.
• Password check via Active Directory Domain Services (ADDS) in easyjob and WebApp
• Organisation Structure: Optimized handling with scrollbars.
• New filter setting "As character string"
• New filter "Current date + X days"

View

• Reminder supports E-Mails.
• "Sales agent" column in all navigator views that display projects or jobs
• Duplicate views (filter settings are also duplicated)
• Batch activity in the Navigator
• Batch activity in the Navigator for "Finalize Invoice"

Master data

• User filter – to filter in the address book by item names for which this address is stored as the supplier
• 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.
• Artikel: New tab "Purchase Order"
• 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
• New setting "Use Standard price" for supplier prices at Item Master Data
• New possibility to record data for private address at Contact Advanced tab
• Item Master Data: New field for "Dangerous goods indicator"
• Purchase Order: Item Master Data Inventory with new column Delivery status.
• New function: Copy Item Packages.
• Linked Associated Items - For changes, queries or already existing item bookings that should be updated in the future
• Item Packages: Define the sorting of Items and use it in the Bill of Items.
• New column in the Item -> Devices "Number of Items in the Transport Container"
• Address - Contact - Advanced - Private address - New fields for "Mobile" and "E-Mail".
• Organisation Structure: Master data editor for entering and managing Commercial Establishments with coloring and selection in project, invoice, purchade order, etc.
• Item package: Setting to book the particular Item package as a own group.
• Weight of linked Items (gross/net) in the Main Data
• New setting "Internal costs" for Resource Bookings
• UpdatePurchase prices/Sub-Rental prices during import
• Individual Item sorting order for each Sub Category
• Supplier Price maintenance during import
• Payment Methods for Invoices and Purchase Invoices can be divied
• Address → Contact → Advanced: New field Emergency information
• Device properties: Tab "Advanced": New text field "Note" (can also be displayed in the Bill of Items)
• New List Editor for devices at the Inventrory entry.

Project Management

• Edit Project: New "Purchaser" column
• Add an Address in Job Appointments
• Sub-Rental Jobs: New setting "Direct delivery" (volume and weights of the job are not calculated in).
• Create Project Series - Copy Project - Copy Job: Possibility to Keep Job Status
• Extension Shopping Cart for sales of sales inventory and used items sales (expendable Items)
• Copy Job: Selection: "Apply current prices from Master Data".
• Save in Project with shortcut CTRL + S
• Create Inventory Job in > Tools
• Job Schedule Information for sales also for "Load" and "Transport"
• New "Total" field in the Project Main 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
• "Print on reports" check mark now also for attachments.
• Digital Signature for Confirmed Jobs and Delivery Notes.
• Periods (Load, Transport, Setup, ...) can also be defined for Sub-Rentals
• Creat Project from template

Item scheduling

• When booking an item package, the price can be set as a fixed total.
• New part for Material Group information
• Item Overbookings: New column for Item Own Number and User Filter to find entries at the Item Custom Field.
• Dispoboard - new FIlter for items with overbookings
• 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)
• Scanner: Load/unload Linked Associated Items with "Reduce Rental Inventory"
• Color mark "Availability" individual per column.
• 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
• "Show workshop activities" option in the Dispoboard and Item Availability views
• New Column Stock Level from supplier (also Sub-Hire Wizard)
• New Filter Sub Category at Overbookings view.
• Automatically load the contents of a transport container that have been pre-defined it in the Master Data
• Manage spare Item quantities
• Item Package: New setting "Suppress query of opt. assoc. Items"
• New "Sales Inventory" part in the Bill of Items
• New part/setting "Workshop Availability" in the Bill of Items and Item Availability view
• New part in the bill of items: "Technical data"
• Replace/Substitutefunction for Items/Devices when damaged during a Job in progress.
• Grouptransfer from original Job to Missing Items Job
• Automatic booking of a sales variant for a sales item
• Multilager: Bill of items for the "Devices" part, showing the location (new column: "Current site" and filter: "Matching the Job Site")
• Part Deliveries will be consecutively numbered.
• 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.

Resource Planning

• Running meter calculation for vehicles and means of transport
• New Resource Assignment status "Reserved"
• Job - Resources: Calculation of Own Costs analogue to the calculation.
• Resource Planner: New "Save period" setting for workspaces to keep the selected date range when switching views.
• Resource plan: Resource Types (as assigned in the address master data) are displayed
• Differ Resource Types at master data between Planning Resources and Resources.
• Resource planner: new part BIC statistics
• Resource Status Type: New "Allow Series" Setting
• New part in the Resource planer: Displays how many hours per week the person was already scheduled.
• Move Resource Status via Drag and Drop to another Resource
• 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.
• Job appointments can be edited and created directly in the resource plan via the context menu.
• Assign Resources to Appointments via drag & drop
• Resource status type: new setting "Allow Simple"
• Resource Booking: distinction in the number to invoice and number of required Resources.
• Resource plan: New filter "Include resource type filter"
• Search by free-form text in the Resource Planner
• New option in the resource status: "Ignore availability"
• View Scheduled Planning Resources within the Project
• Resource Status Types can be deactivated.
• Resource Types can be added to existing series using drag & drop.
• Resource Assignment: Tree-based selection.
• New Resource Planner: moving and time frame adjustment via Drag&Drop
• New column: "Purchase order" with status and "Order total" under Job => Resource => Address assignment
• Resource Plan: The timeline of all views can be linked in the Workspace
• Resource Plan: New workspace setting "Save Task Filter"

Calculation

• Insurance basis as the base price
• New option to set up a preferred tax type when there are multiple ones.
• Master data -> Items -> Prices: New checkbox "Exclude insurance calculation"
• New column: " Purchase order" with status and "Order total" under job costs
• Base price groups in item master data
• Discount from Sub-Rental can be fixed permanent

Loading/Unloading

• New property Linked Associated Items: "Not to scan"
• Scanner App: A report can be triggered manually in relation to partial deliveries.
• Scanner App: Checkbox that shows Sub-Rental Assignments.
• easjob Scanner - Transport Container: Master Data Assignment will be deleted, if e. g. an already pre-packed Device will be loaded alone.
• Scanner App: Extra button for job info (e.g. Manager)
• Prevent loading of overdue Items on Item level.
• New setting " Load warning" and "Unload warning" per Maintenance Schedule (workshop)
• Scanner app: Query when unloading (e.g. due to cancellation) a transport container whether the transport container contents should also be unloaded.

Invoicing

• Generate E-Invoices in ZUGFeRD (CII format).
• Invoice Project: Beside grouping to "Item", "Sub Categories" and "Accounts" also "Job Item Group" is available.
• New tab References
• New Filter at Reminders for companies and sites
• Creating a credit would be linked with the credited Invoice.
• 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.
• Payment Receipt: possibility to import QR files.
• Credit note: Option for specifying the credit reason
• E-Invoice: Address => Invoice => Setting Output format (XML or PDF)
• E-Invoice: dynamically set field in XML
• E-Invoice: Creation (print/export) of the x-facutura xml file parallel to the pdf format
• E-Invoice: Mandatory field buyer reference (Leitweg-ID) or VAT registration number must be filled
• E-Invoice: warning message when activating the checkbox "Manual Invoice line item generation"
• Create payment plans also with the Proposed status
• New option at entity level: "Invoice number assignment on Finalize"

Workshop

• Advanced Test Process: In addition to electrical tests, now also freely definable tests with Excel import/export
• 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
• Spare parts -> free lines possible
• Workshop: Due for Maintenance - new filter: Maintenance schedule, site and date
• Workshop activities can also be created for sold devices (within the context of the warranty).
• Test Result ‘manual’: Pre-set default values for test steps.
• New setting " Sub-Rental" for workshop processes
• Import test results from a file under Tools → Data exchange
• Establish a standard estimated completion time for individual Workshop activities
• New setting Maintenance Schedule "Due at Inventory Entry" - creates service due directly at Device Inventory entry

Purchase Order

• New field: Delivery Address.
• Purchase Orders also possible with Partial deliveries
• Purchase Orders can be copied.
• An Order Request can be put to several suppliers.
• New "Priority" flag for purchase invoices main data - Payment instructions - Edit purchase invoices
• When placing a purchase order from a Job (resource), the delivery address for the purchase order is pre-filled with the delivery address for the Job.
• Adding a user filter for "Edit purchase order"
• With optional Delivery Date no Inventory entry.
• Duplicate Purchase Order Line Items
• Apply total of Purchase Orders in the Cost Planner automatically (option preset)
• Create job cost entry in job from purchase order line item
• 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".
• Create Purchase Order for external "Workshop Services" from workshop activity
• Spare parts can be ordered at workshop activity
• Resource planning: Combine the same Addresses through multiple selection (STRG+click) in a Purchase order
• Confidential Purchase Orders.
• Standing orders
• Batch activity in the Navigatorfor finalizing purchase orders in "Purchase Orders in progress" and "Overdue Purchase Orders".

Sales

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

Printing/Report Designer

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

Multi-Site

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

Office integration

• eCarnet csv Export
• shipcloud interface
• 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

Settings and User Rights

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

Server Manager and Database

• easyjob web access: settings for WebApp version
• easyjob Test environment with separate user right "Use test environment" - clients can connect to the test or live system

easyjob 6 Controlling Center

• Create Purchase Invoices from Summary Document
• E-Invoice Import
• New dropdown field "Payment Method" at Purchase Invoice Card "Costs", fields editable if selection is "Empty" (Discountoption).
• Purchase Invoice Line Items extended to include split screen for displaying the original document
• AI-powered extraction of Purchase Invoice data from PDF files.
• New Filter at the Purchase Invoice Overview
• Payment Instruction: New Filter by Due Date
• Purchase Invoice Main data - new field for notes
• Insert complete Purchase Order via FuzzyLogic
• Purchase Invoice mark as "Confidential"
• New User right "Cash book"
• General Costs can be used in purchase orders.
• Controlling Center: Create a Cash book in easyjob.
• E-invoice import: Description field in the position overview.

easyjob 6 CRM

• New feature "Sales Pipeline"
• Adresstypes are available now for Leads as well.
• New Category-field for Adresses and Leads.
• Filter for Sales opportunity in the Overbooking calculation.
• CreateTasks via Shortcut STRG-T.
• Multiple navigator views for the Sales Pipeline.
• 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
• Take the probability into account in the Dispoboard filter
• Activities can now be created from the dashboard
• Availability now also with Probability
• Batch activity to finalize CRM Activities

easyjob 6 WebApp

• Server Manager → easyjob Web Access: New setting "Enable SAML Authentication."
• 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
• 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
• easyjob Modern Client - Release 1

easyjob 6 Business Information Center

• New filter: "Ignore object filter"

easyjob 6 Workflow

• Purchase Invoice: Set Release Status for all line items.
• New Action: "Add Planning Resource"
• Workflows can now be triggered directly from the right‑click context menu in the Bill of Items and the Dispo Board.
• 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 Live Project Folder

• Additional User Fields on Partial Delivery Level.

easyjob 6 Quality Assurance

• Skills can be displayed as tree view via backslash.

easyjob 6 Time Card Analyzis

• Resource status with file (attachment)
• Company Structure: Assignment Types, Travel Expense Types, and Recording Templates configurable per level.
• Driven distance at Travel Expenses.
• New time card setting: "Automatic work time approval"
• Setting in the Time Card: ‘Automatic qualification approval’.
• Add attachment to Travel Expenses.
• Resource status with approval (vacation planning)
• Master data: Assign public holidays to regions (federal states)
• Work Time Overview: New filter according to Organisation Structure.

easyjob 6 Mobile Scanner

• Assign Associated Devices via Scanner.
• Scanner supports now "Tablet Mode"
• Device properties: new "Advanced" text field (can also be displayed on the Scanner)
• Assign/remove Items and Devices from OBU-Site via Scanner.

easyjob 6 Document Management

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

Outside Broadcast Units

• Resource plan: Resource status for OBU with Address (e.g., to store the parking location of the OBU truck)

easyjob 6 Venue Equipment Tracker

• Transport order batch activity (workflow and TO release) for navigator views

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

easyjob 6 Update

At present update release '6.28.2.47' is available.

Download Update
6.28.2.47