Update 4.0.3

🚀 Update 4.0.3 – Release Notes

We’re excited to announce version 4.0.3 of the Ontraccr web and mobile apps!

This release introduces a new wave of productivity upgrades across Time Tracking, Forms, Scheduling, Boards, Budgeting, and more — including three major feature launches and dozens of workflow enhancements for crews, supervisors, and administrators.

Below is the complete list of enhancements, improvements, and fixes.

🧭 New Features & Enhancements — Web App
 

Time Entry Table – New Team-Based Time Entry Toggle

A major upgrade to timesheet workflows inside forms: you can now create team-based time entries directly within the Time Entry Table.

This new toggle allows foremen and supervisors to quickly create multiple identical time entries for a group of users at once, dramatically reducing data entry time.

What’s New

• New Team-Based Time Entries toggle in the Time Entry Table settings
• When enabled:
  • “Add From Team” now opens the Create Time Entry slider with a Users multi-select field
  • Team members pre-load into the slider automatically
  • You can add/remove users freely before submitting
  • Submitting creates identical entries for all selected users
• Works seamlessly with:
  • Auto-break
  • Conflict detection
  • Workflow Create Time Entry steps
  • Time Tracking Grid integrations
• When disabled, the table behaves exactly as before.

Here’s how you can enable the Team-Based Time Entries toggle inside your Time Entry Table…

Team-Based Time Entry in Action...

Next Phase of the Web App’s Redesign

The next phase of the Ontraccr Web App redesign is here — bringing a sleek, modernized list-view experience to all major management pages.

This upgrade introduces a cleaner, more consistent layout, improved readability, faster scanning, and a unified UI across Projects, Customers, Vendors, Buckets, Cost Codes, My Tasks, and more.

What’s New

• Updated list view design for:
  • Projects
  • Customers
  • Vendors
  • Buckets
  • Project Groups
  • Address Book
  • Cost Codes (global & project-specific)
  • My Tasks

This redesign sets the foundation for future phases of the Web App modernization. Stay tuned — more UI enhancements are coming soon.

The all-new Equipment Page...

A completely refreshed look for managing your equipment fleet — with improved readability, cleaner layout spacing, and a streamlined list-view experience optimized for both laptops and wide-screen displays.

The All-New Projects Page..

Your Projects hub gets a modern upgrade with a simplified structure, clearer data hierarchy, and enhanced list interactions that make navigating job details more effortless than ever.

This is just the beginning…

This redesign is part of a multi-phase rollout that will continue bringing a fresh, modern look across the entire Ontraccr Web App.
Log in today to explore the new experience — and stay tuned for even more UI enhancements in the coming releases.

Mark Form Notifications as Read or Unread

Forms in the Assigned and Approve tabs now include a familiar “read/unread” control — just like an email inbox.

This allows team members to focus on only the forms that are new or require action, reducing noise in high-volume workflows.

What’s New

• New Read / Unread toggle on every form in Assigned & Approve
• Unread forms show an envelope icon and count toward the red badge
• Marking as “read” converts the icon to a checkmark and removes it from badge totals

⚙️ Web App Improvements & Fixes

• Inconsistent Thumbnail Loading in Attachments Tab: Resolved an issue where attachment previews intermittently failed to load for Projects, Cards, and Forms. Thumbnail loading is now consistent across all attachment types and pages.
• “Add to Shortlist” Icon Not Working in Advanced Search: Fixed a bug where the Add to Shortlist button did nothing until navigating away. The shortlist modal now opens correctly from both row actions and the card slider in Advanced Search
• Create User Workflow Step – Map to User Custom Fields: You can now map form fields into User Profile custom fields when creating new users via workflows.
• Auto Assign Forms to Newly Created Users (Role-Based): A major improvement to onboarding automation. When a user is created by a workflow step, forms can now be automatically assigned to that user based on role, including support for the new “Assigned User → Newly Created User” workflow target.
• Create Project Workflow Step – Map to Project Custom Fields: The Create Project step now supports mapping into Project Profile custom fields, including all major field types.
• Form Assignment – New “Assigned to Others” Tab: Managers can now manually assign forms to users, track completion, filter results, hide old assignments, and distinguish between Assigned to Me and Assigned to Others.
• Add “Add to Shortlist” Button & Indicator in Approve Screen Card Slider: Cards opened from the Forms → Approve screen now display:
  • Add to Shortlist button
  • Shortlist status indicator (blue icon when card is in a shortlist)
• Deletion Confirmation Added to Major Table Types: Deleting a row from Material, Labour, Custom, Shifts, Change Orders, Equipment, or Time Entries now prompts a confirmation modal to prevent accidental deletion.
• Support Future-Dated Timecards in External Forms: New “Allow future dates” checkbox in Create Time Entries step allows external forms to generate timecards for planned absences.
• Support Date Range Fields for External-Form Timecard Creation: Time entries can now be created for every day in a selected date range, matching Time Cards page behavior.
• “Lock Time Entry to Form Author” Now Always Locks to Actual Submitter: Admin edits in approval workflows no longer overwrite the original time entry author.
• Allow Commas in Custom “Choose One or More” Field Options: Commas are now treated as text — not as entry separators.
• Visual Indicator for Shortlisted Cards (Board View): Cards now display a blue shortlist icon when they belong to any of the user’s shortlists
• Enable Global Cost Codes for Projects — Now Supported Whilst Managing Shifts: If “Enable Global Costcodes for Projects” is ON, global codes are now selectable when creating/editing shifts on the Schedule page, with full phase-aware filtering.
• Per-User “Job Complete” Toggle on Work Orders: Each assigned user on a board card now has an individual completion toggle. Status persists even after unassignment and appears in high-level card views.
• Add Card Column with Hyperlinks in Time Cards: Time card pages now include a Card column with links to open related board cards directly.
• Add “Card Status” as a Display Field in Shortlists: Shortlists can now show each card’s current status (Active, Job Complete, Parts on Order, etc.) with real-time updates.
• Time Entry Table – Group Entries by User: New optional grouping mode nests time entries under each user with aggregated totals.
• Time Entry Table – Copy User’s Entries on Web: Copy functionality added to Web, supporting:
  • Copying individual entries
  • Copying all entries under a grouped user header
  • Conflict checking
  • Auto-break recalculation
• Equipment Threshold Update – Yellow “Near Threshold” Warning: Equipment now shows a yellow warning when within 50 hours/miles of threshold. Includes expanded filtering for Near/Over/Under and full support for mileage.
• Email Workflow Step – Equipment Variables from Tables: Email steps now expose variables for equipment ID, name, hours, and mileage when using single-entry equipment tables.
• Analytics – Preserve Fixed Dates in Reports: Custom date ranges now remain fixed, while preset-based reports continue to roll.
• Team Cards Export – Date Column + Improved PDF Summary: Added Date column to all Team Cards exports and added a summary header for user-level PDF exports. PTO columns now only appear when non-zero.
• Auto-Resize Long Numbers in PDF Reports: Large currency values now auto-shrink to stay on one line in Subcontract, Base Contract, Custom Sections, and summary totals.
• Budget Page – Sub-Contract Values Now Included in Total Estimated Costs: Now Added the Following:
  • “Total Sub-Contract Amount” header (auto-sum, editable when Build Estimate is off)
  • Sub-contract totals included in Total Estimated Amount
  • Updated formulas for Estimated Profit
  • New WIP Summary Report column: Sub-Contract Total Value

📱 New Features & Enhancements — Mobile App
 

Team-Based Group Clock Actions

Supervisors can now clock in/out entire teams at once:

• Multi-select users or “Select All”
• Clock In, Clock Out, Start Break, End Break, Switch
• Fully real-time updates
• Eligibility-based user lists
• Auto-break, OT, and rounding applied for each user
• No signatures required
• Geofencing applies only to the supervisor

Here’s how group clocking works on mobile…

Navigate over to the "Team" page → Select Action (Clock In, Clock Out, Take Break, End Break, Switch) → Select each user individually, or tap "Select All" → Complete remaining actions

⚙️ Mobile App Improvements & Fixes

• Time Entry Table – Team-Based Time Entries: Mobile now supports the resulting time entry behavior created from Web forms.
• Labour Table – New User Column Support: Labour tables now include a User dropdown with accurate preloading from timecards.
• Date Range Support for External-Form Timecard Creation: Matches new Web support for multi-day absence workflows.
• Deletion Confirmation for Table Fields: All table row deletions now prompt confirmation.
• Per-User Work Completion Toggle in Cards: Mobile users can toggle only their own completion status.

✅ Update 4.0.3 Summary

Update 4.0.3 delivers powerful new productivity features across Time Tracking, Workflow Automation, Boards, Scheduling, Reporting, and Budgeting — including team-based time entry creation, per-user job completion tracking, a redesigned list-view experience, faster form management, and richer automation tools.

These enhancements make Ontraccr faster, more intuitive, and more connected across web and mobile than ever before.