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Workyard

HR
Velocity3.8

Workyard knits its Smart Forms and expense-card products into a single field-operations platform.

smart-formsexpense-cardsfield-opstime-trackingaccounting-integrationconstruction-saas
◆Current state
Recent releases pull on two threads: Smart Forms is becoming a richer field-data tool (timecard autofill, admin edits to submissions, location/timestamp automation, calculation formulas), while the Expense product launched last November is gaining the infrastructure it needs to be a credible financial offering (Plaid-based in-app funding, QuickBooks Online transaction export). Time-tracking continues to get UX polish around cost allocation and project selection.
◆Where it's heading
Workyard is expanding from a time-tracking app into a multi-product field-operations platform aimed at construction and trades contractors. The Smart Forms surface is being treated as the data layer for everything — labor hours, documentation, calculations, photos with location metadata — while Expense Cards add the financial layer. Each release pushes one of those two products toward feature-completeness rather than chasing new categories.
◆Prediction
Expect tighter integration between the threads next — for example, expenses captured on cards flowing into Smart Forms or Daily Reports automatically — plus continued accounting-integration breadth beyond QuickBooks (likely Sage or Xero) and more form-side automation that closes the gap with general-purpose form builders.

◆Recent moves

  1. 8d ago

    Timecard Autofill in Smart Forms

    Timecard data now autofills into Smart Forms submissions, eliminating the duplicate entry crews previously had to do between timecards and daily reports. Admins see whole-team hours and workers see their own — a small but pragmatic reduction in end-of-day paperwork that reinforces Smart Forms as the connective data layer across Workyard's other products.

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  2. 1mo ago

    Fund your Workyard Business Checking (Expense) account directly from the Workyard app

    The Workyard Expense (Business Checking) account can now be funded in-app via Plaid + ACH, removing the friction of customers needing to log into their external bank or wire funds. A meaningful maturation step for the Expense product — financial offerings only work when funding is frictionless.

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  3. 1mo ago

    New: Edit Smart Forms Submissions

    Admins can now edit Smart Forms submissions in place (text fields, dropdowns, Workyard fields), with every change logged by name and timestamp. Signatures and file uploads remain immutable. Closes a real workflow gap — admins previously had to export to a spreadsheet to fix typos or wrong project tags before sharing data downstream.

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  4. 1mo ago

    Auto Project Time Tracking - Clock Out Enhancements

    The cost-allocation flow at clock-out now shows customer names alongside project names and renders actual hours next to each percentage slider instead of forcing workers to mental-math 45% of their shift. Small UX polish that addresses real misallocation errors when project names overlap.

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  5. 3mo ago

    New! Export Expense Transactions to Quickbooks Online

    Workyard Visa Debit Card transactions, with receipts and job-code allocations, can now be exported directly to QuickBooks Online — including marking eligible transactions as billable for client invoicing. Removes a manual reconciliation step that was probably the biggest day-to-day friction point for early adopters of the Expense product.

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  6. 4mo ago

    New! Location & Timestamp Automation in Smart Forms

    Smart Forms can now auto-capture location and/or timestamp metadata per question, including for photo uploads, with clear fallback states when capture fails. The kind of audit-trail primitive that makes the product credible for safety, inspection, and proof-of-work use cases — and that's hard to retrofit later.

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