Workyard Features

Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Track the status and progress of tasks

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Facial or other physical recognition to confirm identity

Ability to recognize printed or written text within digital images or scanned documents

Measure time to completion or hours worked for projects

Monitor and record expenses such as purchases or charges incurred

Reporting on how each user, task or process has advanced since its initiation

Track and document all activities across devices, networks, and other systems

Track time worked per client

Monitor the progress of projects from start to finish

Track the list of items required to be billed/invoiced to clients

Track the attendance of specific individuals or groups

Request, track, and manage time off requests and vacation time

Measure time to completion or hours worked for projects

Manage and track employee attendance

Track actual spending to ensure it's in line with the planned budget

Track employee and task times using internet connection

Track employee and task times without internet connection

Identify the physical location of an individual, asset, device, etc.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Track employee schedules, availability, and performance across projects and tasks

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

Set up connections to third-party platforms to improve business processes

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

Manage various types of vehicles used for business travel such as company cars or cars owned by employees.

Identify the employees that use vehicles for business travel.

Define and manage different travel types such as business or personal.

Assign locations to employees, such as the office address or customer locations.

Track traveled distances by employee, vehicle, location, or time period.

Ability to automatically generate IRS compliant travel logs.

Define travel start and stop times to track miles automatically.

Define reimbursement rules and how many cents per mile employee should receive.

Allow employees to track expenses related to business travel such as gas bills.

Provide business rules for calculating reimbursements per employee.

Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality.

Automates the scheduling and assignment of jobs, people/crew, and equipment.

Facilitates the reviewing of incidents to ensure with policy compliance and prepare for site audits.

Enables conversations on mobile devices while out on the field.

Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.

Tracks and logs utilization of equipment, materials, assets, and all relevant resources; can generate daily reports.

Provides contractors and crew a digital timesheet to track hours; some push man-hours from daily project progress reports to timesheets.

Facilitates the taking, annotating, and uploading of photos from the field for real-time updates, to supllement the documentation of the progress of a project.

Generates daily reports of project progress, worker productivity, job costs, and material usage.

Allows users to create forms with branching logic without any code.

Provides a built-in API builder for developers.

Integrates with back office systems, content management systems, and other types of office software.

Web form that allows users to enter data that is sent and processed for different reasons

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Provides built-in optical character recognition (OCR) functionality.

Records GPS and time data points in reports.

Allows users to attach barcode and/or signature data within a report.

Provides built-in image and video recording capabilities.

Allows users to access and finalize forms without an internet connect.

Allows users to access built-in work instructions.

Digitally sign online documents

Allow users to access multiple services after entering their login credentials once

Automatically identify and save contact information of potential customers

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Define and manage roles and access rights for the entire system.

Provides performance analytics dashboards.

View and track pertinent metrics to find patterns and gain insights from data

Able to access dashboards and download logs and expenses in report format by managers or administrators filed by employees manually or automatically. Helps in documenting and filing.

Assist users with questions and concerns to ensure a smooth sailing experience for monitoring and generating reports.

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Grouping log entries based on similar attributes.

Import and export data to and from software applications

Estimate expected cost based on various factors before a project begins

Manage and handle various international currencies

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Receive system updates as soon as any changes are made

Estimate or forecast of a future scenario based on the study of present trends

Customize data fields to support various needs and use cases

Manage the process of evaluating documents or requests submitted for approval

Access the system via a mobile application

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Assign available resources (human and/or non-human) to various projects and tasks

Define levels of authorization for access to specific files or systems

Notifications that are delivered to users as soon as an event occurs

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive data and information in real time

Automate recording of time to reduce human error

Manage and record overtime hours for hourly employees

Track employees' arrival and departure timings for payroll purposes

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Manage and support multiple languages

Assign working shifts or tasks to employees based on their availability

Electronic storage of staff/employee contact information and job status in a centralized repository

Track billable hours and/or non-billable expenses for work performed

Track and interpret metrics on the usage of company resources

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Log miles driven for tax deduction or reimbursement purposes

Digitally deposit correct payroll amounts into individual employee's bank accounts

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Track and manage adherence to policies for any service, product, process, or supplier

Measure and track time including hours worked and paid time off (PTO)

Review and uncover trends in spending activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify the physical location of an individual, asset, device, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Access software remotely via mobile devices

Track and monitor how vehicles are used

Upload, track, and submit receipts in a central database

Accept, record, and reconcile financial transactions

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Create new policies or alter existing policies

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Monitor and track fuel consumption and costs

Planning and organizing a detailed schedule or plan of activities for a particular event, trip, or project

Manage the process of evaluating documents or requests submitted for approval

Protect sensitive data for digital privacy

Use AI to generate content in the form of text, images, videos, etc.

Process of backing up of files and applications to cloud-based remote servers for protection of data

Monitor and record expenses such as purchases or charges incurred

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Automatically populating fields or sections within a form

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Search for specific words or phrases within a document or database

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Verifies and confirms the accuracy of an address

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Use AI to generate content in the form of text, images, videos, etc.

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Manage the process of attracting and converting business prospects into leads

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Application programming interface that allows for integration with other systems/databases

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Capability of a software or system to make decisions and perform actions based on specified conditions

Store, manage and track all forms in a centralized location

Gauge satisfaction and receive information for improvement and success

Assemble applications and processes by dragging over and arranging pre-built components

Collection of images, videos and other digital content that can be used

Import and export data to and from software applications

Receive data and information in real time

Protect sensitive data for digital privacy

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Import, collect, and capture data from multiple sources

Pre-designed layouts that can be customized to match preferences and requirements

Streamlining repetitive tasks and activities through automated and predefined workflows