Subscription Features

General

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

View

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

Master data

• UpdatePurchase prices/Sub-Rental prices during import
• Individual Item sorting order for each Sub Category
• Supplier Price maintenance during import
• 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.
• 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.
• Item package: Setting to book the particular Item package as a own group.
• Weight of linked Items (gross/net) in the Main Data
• 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".
• Artikel: New tab "Purchase Order"
• New setting "Internal costs" for Resource Bookings
• Organisation Structure: Master data editor for entering and managing Commercial Establishments with coloring and selection in project, invoice, purchade order, etc.
• Address → Contact → Advanced: New field Emergency information
• Device properties: Tab "Advanced": New text field "Note" (can also be displayed in the Bill of Items)
• Payment Methods for Invoices and Purchase Invoices can be divied
• New List Editor for devices at the Inventrory entry.

Project Management

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

Item scheduling

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

Resource Planning

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

Calculation

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

Loading/Unloading

• Scanner App: Extra button for job info (e.g. Manager)
• 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.
• 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

• New tab References
• Generate E-Invoices in ZUGFeRD (CII format).
• Invoice Project: Beside grouping to "Item", "Sub Categories" and "Accounts" also "Job Item Group" is available.
• 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.
• New option at entity level: "Invoice number assignment on Finalize"
• 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
• Payment Receipt: possibility to import QR files.
• Credit note: Option for specifying the credit reason

Workshop

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

Purchase Order

• New "Priority" flag for purchase invoices main data - Payment instructions - Edit purchase invoices
• 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.
• Apply total of Purchase Orders in the Cost Planner automatically (option preset)
• With optional Delivery Date no Inventory entry.
• New field: Delivery Address.
• Create job cost entry in job from purchase order line item
• 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"
• Create Purchase Order for external "Workshop Services" from workshop activity
• Spare parts can be ordered at workshop activity
• 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".
• Confidential Purchase Orders.
• Additional User Fields on Partial Delivery Level.
• Standing orders
• Batch activity in the Navigatorfor finalizing purchase orders in "Purchase Orders in progress" and "Overdue Purchase Orders".
• Duplicate Purchase Order Line Items

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 Report Template: Price List.
• New LL code page function for Swiss QR-bill

Multi-Site

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

Office integration

• Microsoft Teams 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

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

easyjob 6 CRM

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

easyjob 6 WebApp

• New user filter for items (Bill of Items and Master Data)/Addresses/Projects
• Two-factor authentication (2FA) in WebApp, Mobile App, Kiosk, Scanner with TOTP
• 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.
• Server Manager → easyjob Web Access: New setting "Enable SAML Authentication."
• 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.
• WebApp Push notification for workflow messages (only with active subscription).
• 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.

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

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

easyjob 6 Mobile Scanner

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

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 '6.28.2.73' is available.

Download Update
6.28.2.73

Important Information

The release of easyjob 6.25 has significantly modernized the technical framework of the software. We focused on backend improvements to support the new WebApi and next-gen web applications.
These changes allow the release of easyjob WebApp 2.
Since central components have been revised during the conversion, we recommend that you test the new version carefully in your own system environment to ensure a smooth transition.