Subscription Features
All of the exclusive easyjob Subscriber features:
General
- easyjob Remote Session Enhancer (RSH).
- Setting to enforce secure easyjob password.
- Organisation Structure: Optimized handling with scrollbars.
- User Settings: Create Organisation structure.
- Password check via Active Directory Domain Services (ADDS) in easyjob and WebApp.
- Deactivate Users.
- User Filter for Dangerous goods indicator.
View
- Reminder supports E-Mails.
- Batch activity in the Navigator.
- Batch activity in the Navigator for "Finalize Invoice".
Master data
- New column in the Item -> Devices "Number of Items in the Transport Container".
- Purchase Order: Item Master Data Inventory with new column Delivery status.
- New setting "Internal costs" for Resource Bookings.
- Linked Associated Items - For changes, queries or already existing item bookings that should be updated in the future.
- Item package: Setting to book the particular Item package as a own group.
- Weight of linked Items (gross/net) in the Main Data.
- Artikel: New tab "Purchase Order".
- Item Master Data: New field for "Dangerous goods indicator".
- New setting "Use Standard price" for supplier prices at Item Master Data.
- Item Packages: Define the sorting of Items and use it in the Bill of Items.
- UpdatePurchase prices/Sub-Rental prices during import.
- Individual Item sorting order for each Sub Category.
- Supplier Price maintenance during import.
- New function: Copy Item Packages.
- Address - Contact - Advanced - Private address - New fields for "Mobile" and "E-Mail".
- New List Editor for devices at the Inventrory entry.
- Payment Methods for Invoices and Purchase Invoices can be divied.
- New possibility to record data for private address at Contact Advanced tab.
- Organisation Structure: Master data editor for entering and managing Commercial Establishments with coloring and selection in project, invoice, purchade order, etc.
- 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.
- 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.
Project Management
- Digital Signature for Confirmed Jobs and Delivery Notes.
- Extension Shopping Cart for sales of sales inventory and used items sales (expendable Items).
- Copy Job: Selection: "Apply current prices from Master Data".
- Create Project Series - Copy Project - Copy Job: Possibility to Keep Job Status.
- Periods (Load, Transport, Setup, ...) can also be defined for Sub-Rentals.
- "Print on reports" check mark now also for attachments.
- Job Schedule Information for sales also for “Load” and “Transport”.
- Create Inventory Job in > Tools.
- Add an Address in Job Appointments.
- 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.
- New "Total" field in the Project Main Data.
- Save in Project with shortcut CTRL + S.
- Sub-Rental Jobs: New setting "Direct delivery" (volume and weights of the job are not calculated in).
Item scheduling
- Dispoboard - new FIlter for items with overbookings.
- Color mark "Availability" individual per column.
- Item Overbookings: New column for Item Own Number and User Filter to find entries at the Item Custom Field.
- When booking an item package, the price can be set as a fixed total.
- Part Deliveries will be consecutively numbered.
- Replace/Substitutefunction for Items/Devices when damaged during a Job in progress.
- Extension of the "Schedule Views" using the "\" tree structure.
- Automatic booking of a sales variant for a sales item.
- "Show workshop activities" option in the Dispoboard and Item Availability views.
- New part for Material Group information.
- New Column Stock Level from supplier (also Sub-Hire Wizard).
- New Filter Sub Category at Overbookings view.
- Item Package: New setting "Suppress query of opt. assoc. Items".
- 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.
- 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.
- Scanner: Load/unload Linked Associated Items with "Reduce Rental Inventory".
- 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).
- Automatically load the contents of a transport container that have been pre-defined it in the Master Data.
- Manage spare Item quantities.
Resource Planning
- Running meter calculation for vehicles and means of transport.
- New option in the resource status: "Ignore availability".
- Job - Resources: Calculation of Own Costs analogue to the calculation.
- Resource Booking: distinction in the number to invoice and number of required Resources.
- Resource plan: Resource Types (as assigned in the address master data) are displayed.
- Move Resource Status via Drag and Drop to another Resource.
- Job appointments can be edited and created directly in the resource plan via the context menu.
- Assign Resources to Appointments via drag & drop.
- 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.
- Search by free-form text in the Resource Planner.
- New Resource Planner: moving and time frame adjustment via Drag&Drop.
- Resource Plan: The timeline of all views can be linked in the Workspace.
- Resource Plan: New workspace setting "Save Task Filter".
- Differ Resource Types at master data between Planning Resources and Resources.
- New Resource Assignment status - Reserved.
- New part in the Resource planer: Displays how many hours per week the person was already scheduled.
- View Scheduled Planning Resources within the Project.
Calculation
- Discount from Sub-Rental can be fixed permanent.
- Insurance basis as the base price.
- New option to set up a preferred tax type when there are multiple ones.
Loading/Unloading
- New setting " Load warning" and "Unload warning" per Maintenance Schedule (workshop).
- easjob Scanner - Transport Container: Master Data Assignment will be deleted, if e. g. an already pre-packed Device will be loaded alone.
- New property Linked Associated Items: "Not to scan".
- Scanner app: Query when unloading (e.g. due to cancellation) a transport container whether the transport container contents should also be unloaded.
- Scanner App: Extra button for job info (e.g. Manager).
Invocing
- Create payment plans also with the Proposed status.
- Master Data Address: New setting Invoice Delivery Type "E-Mail" - E-Mail of the Customer Invoice Address will be used.
- Invoice Project: Beside grouping to "Item", "Sub Categories" and "Accounts" also "Job Item Group" is available.
- Invoice approval: Jobs could be approved individual. Activation in Tools > Settings > Jobs. User Right in > Projects/Jobs.
- Payment Receipt: possibility to import QR files.
- New Filter at Reminders for companies and sites.
- Create electronic invoices.
- New tab References.
- Creating a credit would be linked with the credited Invoice.
Workshop
- Workshop: Due for Maintenance - new filter: Maintenance schedule, site and date.
- New setting Maintenance Schedule "Due at Inventory Entry" - creates service due directly at Device Inventory entry.
- Spare parts -> free lines possible.
- Establish a standard estimated completion time for individual Workshop activities.
- 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.
Purchase Order
- Purchase Orders also possible with Partial deliveries.
- Purchase Orders can be copied.
- An Order Request can be put to several suppliers.
- Resource planning: Combine the same Addresses through multiple selection (STRG+click) in a Purchase order.
- New "Priority" flag for purchase invoices main data - Payment instructions - Edit purchase invoices.
- 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.
- New field: Delivery Address.
- Batch activity in the Navigatorfor finalizing purchase orders in "Purchase Orders in progress" and "Overdue Purchase Orders".
- Apply total of Purchase Orders in the Cost Planner automatically (option preset).
- With optional Delivery Date no Inventory entry.
Sales
- "Tentative" also for sales.
- Calculation Base also for sales jobs.
Printing/Report Designer
- New Report Template: Price List.
- Export expanded to include Word XML (docx).
- Initialize report parameters in the Project.
- Initialize report parameters in addresses.
- New LL code page function for Swiss QR-bill.
- New Report for Cash settlement/Cash book.
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.
- shipcloud interface.
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 Test environment with separate user right "Use test environment" - clients can connect to the test or live system.
easyjob 6 Controlling Center
- 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).
- New User right "Cash book".
- General Costs can be used in purchase orders.
- Controlling Center: Create a Cash book in easyjob.
- Purchase Invoice mark as "Confidential".
- Create Purchase Invoices from Summary Document.
- Purchase Invoice Main data - new field for notes.
- Insert complete Purchase Order via FuzzyLogic.
easyjob 6 CRM
- Take the probability into account in the Dispoboard filter.
- CreateTasks via Shortcut STRG-T.
- Filter for Sales opportunity in the Overbooking calculation.
- New field at the Status Change Reason "Lost to competitor" for the Competitor Proposed Price.
- New filter at Navigator "My created Activities" for a better activity managment.
- Create Leads now available in WebApp.
- Activities can now be created from the dashboard.
- Availability now also with Probability.
- Adresstypes are available now for Leads as well.
- New Category-field for Adresses and Leads.
easyjob 6 WebApp
- 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.
- Create/edit free lines in the WebApp.
- Project dashboard in WebApp and Phone.
- Warehouse Service Center: registered user put items into a shopping cart for a particular period.
easyjob 6 Workflow
- Purchase Invoice: Set Release Status for all line items.
- WebApp Push notification for workflow messages (only with active subscription).
- New Action: "Add Planning Resource".
easyjob 6 Freelancer Communication Pack
- Open Resource Plan from an context menu in the Resources answer.
easyjob 6 Webshop
- Display Webshop Live availability via the WebApi.
- Web shop support for Sales and Used Items Sales.
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.
- Driven distance at Travel Expenses.
- New time card setting: "Automatic work time approval".
easyjob 6 Mobile Scanner
- Assign Associated Devices via Scanner.
- Scanner supports now "Tablet Mode".
- 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
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.
Please note that licenses are required for parts of the listed functions. The development
of the documentation and the preparation of the release notes have been done with
great care. The individual program functions are constantly checked through our
Quality Assurance Process. However, errors can still occur for which we cannot be
held responsible. If you find an error, please inform us.
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