Assignar Pay Product Release – July 12, 2026

TL;DR

• Quote and invoice with confidence: Set sell prices from a % margin on cost rates, export invoice line items with parent invoice fields, and download Purchase Order PDFs in one click.
• Payroll that targets the right crew: Worker Tag filters in Pay Rates and Apply Pay, conditional payroll automations, and correct worker pay rate overrides reduce exceptions before export.
• Scheduling built for the real world: Full-height boards, read-only past periods, hatched non-working days, and Order Builder edits from today onward protect your plan without accidental history changes.
• SoR and commercials that match your contracts: Flexible overtime/double-time bands, signed credit cents, legacy clause rule sets, and in-UI pricing paths keep complex rates transparent.
• Less double entry on site: Equipment timesheets auto-create from labour allocations; public holiday auto-timesheets respect employment type; workpack history shows side-by-side diffs.

Context

This release reflects work from July 5–12, 2026 — a week focused on faster quoting, invoicing, and payroll, scheduler safeguards and planning control, Schedule of Rates (SoR) enhancements, and workflow improvements that keep site and office teams moving without rework.

Themes from the week

• Quoting, invoicing, and payroll speed: Invoice line items include parent invoice fields for richer exports; quotes set sell price from a % margin on cost rate; Worker Tag filters in Pay Rates and Apply Pay; payroll automations support conditional triggers.
• Scheduler and planning upgrades: Full-height board with cleaner filters; non-working days hatched and distinct from read-only periods; the past is read-only; Order Builder edits apply from today onward; smoother drag-and-drop with draggable overflow stacks, auto-cancel stranded drags, and reliable drop targets; orphaned allocation warnings with safe cascade-cancel; clearer row identity and order status updates from the builder.
• Commercials and Schedule of Rates (SoR) v2: Author overtime/double-time with flexible bands and sequences; credits show signed cents; rule sets extended for legacy clauses; pricing path visible in the UI with helpful AI fallback; bulk SoR jobs more robust with better metadata handling and Beta stability fixes.
• Workflows, timesheets, and workpacks: Equipment timesheets auto-created from labour allocations; public holiday auto-timesheets respect employment type; workpack history viewer with side-by-side diffs; assign workpack activities to a linked organisation; hardened reviewer experience; typed record requirements auto-inject capture fields.
• Documents, exports, and UI polish: One-click Purchase Order PDF downloads; modern, reliable downloader across all print/export surfaces; order line item schema quote-compatible; important titles stay visible while editing Charge Rules; more complete translations across Scheduler and Tags; settings use full page width.
• Reliability and safety: Unsaved-changes guard covers more pages; phantom historical selections removed; drag targets stay put; failed tiles show clear errors with retry; payroll applies worker pay rate overrides correctly; core UI components migrated to a modern foundation for better performance, accessibility, and security.

These weekly summaries are indexed for the Assignar Pay Support Agent so guidance stays aligned with what actually shipped.

What's new

Invoice line items with parent invoice fields — richer exports and reporting

Pull invoice context into line-item exports without manual joins or spreadsheet workarounds.

What it does:

• Parent invoice fields on line items — export and report with invoice-level context alongside each line
• Clearer financial reporting — finance teams reconcile billed work against project and client data faster

Where you'll find it: Invoices line-item exports and reporting surfaces that include invoice line detail.

Who benefits: AR clerks closing month-end, project admins reconciling billed work against SOVs, and finance leads who need invoice data in downstream systems.

Quotes — set sell price from a % margin on cost rate

Price with confidence in one click instead of hand-calculating margins on every line.

What it does:

• % margin on cost rate — set sell price automatically from your cost base
• Faster quoting cycles — estimators move from cost build-up to client-ready pricing without calculator detours

Where you'll find it: Quotes when setting sell prices on rate-based line items.

Who benefits: Estimators building competitive bids, commercial managers defending margins to clients, and ops leads reusing quote templates across similar jobs.

Worker Tag filters in Pay Rates and Apply Pay — target the right crew fast

Filter pay operations by the tags you already use to organise crews on site.

What it does:

• Tag filters in Pay Rates — narrow rate configuration to the workers who need it
• Tag filters in Apply Pay — run pay against the right segment of your roster without scrolling through everyone

Where you'll find it: Pay Rates configuration and Apply Pay when processing payroll.

Who benefits: Payroll admins managing mixed crews across sites, foremen who tag workers by trade or project, and finance teams reducing misapplied rates before export.

Payroll automations — conditional triggers

Run automation steps only when your rules match — no more blanket actions across every worker.

What it does:

• Conditional triggers — automation steps fire when specific conditions are met
• Fewer manual overrides — payroll admins set up rules once and let the system apply them selectively

Where you'll find it: Payroll automations when configuring automated pay workflows.

Who benefits: Payroll admins managing complex pay structures, commercial managers aligning automations with contract terms, and finance teams reducing post-export adjustments.

Scheduler — full-height board, read-only past, and planning safeguards

More planning real estate with stronger guards against accidental changes to history.

What it does:

• Full-height board and cleaner filters — more screen space for scanning rosters and easier filtering
• Non-working days hatched and distinct — visually separate non-working days from read-only periods so mixups are obvious
• The past is read-only — plan forward with confidence; historical allocations stay protected
• Order Builder edits from today onward — changes apply from today forward, protecting your history automatically
• Smoother drag-and-drop — overflow "+N" stacks are draggable, stranded drags auto-cancel, and drop targets stay reliable
• Orphaned allocation warnings — catch orphaned allocations early with a warning and safe cascade-cancel
• Clearer row identity — know exactly which resource or order row you're editing
• Update order status from the builder — change order status without leaving the planning view

Where you'll find it: Scheduler, Order Builder, and allocation drag-and-drop flows.

Who benefits: Ops leads running multi-site rosters, foremen checking who's on which job before Monday stand-up, and project managers balancing labour demand without accidentally rewriting last week's plan.

Schedule of Rates (SoR) v2 — flexible overtime, credits, and pricing transparency

Model real-world rate structures and see exactly how a price was determined.

What it does:

• Flexible overtime/double-time bands and sequences — author OT and DT rules that match your contracts
• Signed cents on credits — crystal-clear accounting when credits apply
• Rule sets for legacy clauses — keep complex, long-standing contract terms compliant
• Pricing path in the UI — see how rates were determined, with helpful AI fallback when you need context
• Robust bulk SoR jobs — better metadata handling and Beta stability fixes that prevent detail crashes

Where you'll find it: Schedule of Rates (V2 Beta), charge-rules editor, and bulk SoR import flows.

Who benefits: SOR administrators maintaining rate schedules, estimators building quotes, and commercial managers defending pricing to clients and auditors.

Equipment timesheets from labour allocations — no double entry

Automatically create equipment timesheets when labour is allocated — site crews stop entering the same hours twice.

What it does:

• Auto-create equipment timesheets — labour allocations generate matching equipment records
• Less admin on site — foremen and plant coordinators skip the duplicate data entry step

Where you'll find it: Timesheets and Scheduler allocation flows when labour and equipment are linked.

Who benefits: Foremen logging crew and plant hours, plant coordinators tracking equipment utilisation, and payroll admins who no longer reconcile mismatched labour and equipment entries.

Public holiday auto-timesheets respect employment type

Public holiday pay applies correctly based on how each worker is employed — no manual checks before pay run.

What it does:

• Employment-type-aware holiday timesheets — auto-generated public holiday entries respect each worker's employment classification
• Accurate pay without manual review — payroll admins trust holiday calculations across mixed employment types

Where you'll find it: Timesheets and public holiday auto-generation flows.

Who benefits: Payroll admins closing holiday pay runs, HR teams managing mixed permanent and casual crews, and finance teams reducing holiday pay exceptions.

Workpack history viewer — side-by-side diffs

Track what changed in a workpack and who changed it — essential for audits and handovers.

What it does:

• Side-by-side diffs — compare versions of a workpack at a glance
• Change tracking with confidence — project admins and reviewers see exactly what moved between versions

Where you'll find it: Workpacks history viewer.

Who benefits: Project managers handing over job packages, HSE teams tracking safety requirement changes, and ops leads standardising packs across jobs.

Assign workpack activities to a linked organisation

Collaborate across organisations without duplicating workpack data.

What it does:

• Linked organisation assignment — assign workpack activities to a partner or subcontractor organisation
• Cleaner collaboration — shared activities stay tied to the right entity

Where you'll find it: Workpacks when assigning activities across organisations.

Who benefits: Ops leads coordinating with subcontractors, project admins managing multi-org jobs, and commercial managers tracking scope across partners.

Typed record requirements — auto-inject capture fields

When a record type requires specific data, the right capture fields appear automatically — fewer missed entries on site.

What it does:

• Auto-inject capture fields — typed record requirements add the fields crews need without manual form setup
• Reduce data entry mistakes — foremen and field staff capture the right data the first time

Where you'll find it: Forms and record-type configuration flows.

Who benefits: HSE teams running compliance checklists, foremen submitting daily records, and project admins who need complete data without chasing crews.

Purchase Order PDF downloads and modern export surfaces

Faster handovers and fewer browser quirks when downloading documents.

What it does:

• One-click Purchase Order PDF downloads — get PO documents without navigating through multiple screens
• Modern, reliable downloader — all print/export surfaces use a consistent downloader with safer file handling and fewer browser-specific issues
• Order line item schema quote-compatible — smoother quote-to-order handoff without re-keying line items

Where you'll find it: Purchase Orders, Quotes, and print/export actions across the app.

Who benefits: Procurement teams issuing POs to suppliers, project admins converting quotes to orders, and AP clerks archiving documents for audit.

Charge Rules — sticky titles and UI polish

Stay oriented while editing complex charge logic, with broader translation and layout improvements.

What it does:

• Important titles remain visible — keep context while scrolling through long Charge Rules editors
• More complete translations — Scheduler and Tags surfaces fully localised
• Settings use full page width — configuration screens make better use of screen space

Where you'll find it: Charge Rules editor, Scheduler, Tags, and Settings.

Who benefits: SOR administrators editing charge logic, bilingual teams working across regions, and admins configuring account settings on wide monitors.

Why it matters for construction teams

• Faster quoting and invoicing with fewer clicks: Margin-based sell pricing, parent invoice fields on exports, and one-click PO PDFs cut the back-and-forth between estimators, AP, and project admins — critical when SOV milestones drive cash flow.
• More accurate payroll and timesheets: Worker Tag filters, conditional automations, employment-type-aware holiday timesheets, and correct pay rate overrides align pay runs with how crews are actually organised on site.
• Scheduling without accidental history changes: Read-only past periods, hatched non-working days, and Order Builder edits from today onward let ops teams plan forward without rewriting last week's roster.
• SoR and commercials you can defend: Flexible OT/DT bands, signed credit cents, legacy clause rule sets, and visible pricing paths give commercial managers audit-ready answers when clients question a rate.
• Less double entry from site to office: Auto-created equipment timesheets and auto-injected capture fields mean foremen spend less time re-entering data crews already logged in the scheduler or on forms.
• A more secure, consistent platform: Modernised UI components, expanded unsaved-changes guards, and clearer error handling with retry keep the platform reliable during busy bid and pay-run weeks.

Getting started

• Quote margins: Open a Quote, select a cost-based line item, and set sell price using the % margin on cost rate option. Confirm the sell price updates automatically.
• Invoice exports: Export Invoice line items and verify parent invoice fields appear in your output — use them in reporting without manual joins.
• Worker Tag filters: In Pay Rates and Apply Pay, apply Worker Tag filters to narrow configuration and pay runs to the crew segment you need.
• Payroll automations: Review Payroll automations and add conditional triggers so steps run only when your rules match.
• Scheduler safeguards: Open the Scheduler and confirm past periods are read-only, non-working days are hatched, and drag-and-drop handles overflow stacks smoothly. Try an Order Builder edit and verify it applies from today onward.
• SoR v2: In Schedule of Rates (V2 Beta), author overtime/double-time bands, check signed cents on credits, and use the pricing path view to understand how a rate was determined.
• Equipment timesheets: Allocate labour in the Scheduler and confirm matching equipment timesheets are created automatically.
• Workpack history: Open a Workpack, view history, and compare versions with the side-by-side diff viewer.
• Purchase Orders: Download a Purchase Order PDF in one click and confirm the new downloader handles the file cleanly.
• Charge Rules: Edit a long Charge Rules configuration and confirm important titles stay visible while scrolling.

Try Assignar Pay: https://pay.assignar.com

Release details

Rollout: Updates in this note are rolling out on the standard Assignar Pay release cadence. Quoting, invoicing, and export improvements are available without changing existing configuration. Scheduler read-only past and Order Builder forward-only edits apply immediately in the planning views. Payroll automation, tag filter, and allowance rule changes apply on the next relevant calculation or pay run. SoR V2 Beta features apply within beta-enabled accounts.

Changelog

Added:

• Parent invoice fields on invoice line items for richer exports and reporting
• % margin on cost rate for setting quote sell prices
• Worker Tag filters in Pay Rates and Apply Pay
• Conditional triggers in payroll automations
• Full-height scheduler board with cleaner filters
• Hatched non-working days distinct from read-only periods
• Read-only past periods in the Scheduler
• Order Builder edits apply from today onward
• Draggable overflow "+N" stacks in scheduler drag-and-drop
• Orphaned allocation warnings with safe cascade-cancel
• Order status updates directly from the Order Builder
• Flexible overtime/double-time bands and sequences in SoR v2
• Signed cents display on credits
• Rule sets extended to cover legacy clauses
• Pricing path visible in the UI with AI fallback
• Equipment timesheets auto-created from labour allocations
• Employment-type-aware public holiday auto-timesheets
• Workpack history viewer with side-by-side diffs
• Assign workpack activities to a linked organisation
• Typed record requirements auto-inject capture fields
• One-click Purchase Order PDF downloads
• Modern, reliable downloader across all print/export surfaces
• Order line item schema quote-compatible for quote-to-order handoff
• Sticky titles while editing Charge Rules

Improved:

• Scheduler drag-and-drop with auto-cancel for stranded drags and reliable drop targets
• Scheduler row identity clarity
• Bulk SoR jobs with better metadata handling
• SoR V2 Beta stability to prevent detail crashes
• Workpack reviewer experience
• Unsaved-changes guard coverage across more pages
• Translations across Scheduler and Tags
• Settings pages use full page width
• Core UI components migrated to a modern foundation for performance, accessibility, and security

Fixed:

• Phantom "historical" selections in scheduler
• Drag targets shifting unexpectedly during planning
• Failed tiles now show clear errors with retry
• Payroll worker pay rate overrides apply correctly
• Super Admin search responds to Enter as expected