Assignar Pay Product Release – August 10, 2026

TL;DR

• Purchase orders that look and edit like your business: Custom print templates with your branding, plus inline line-item editing so POs move from draft to send without the back-and-forth.
• Scheduler that plans crews faster at every scale: Snappier boards, bulk role edits from Day view, month-scale utilisation, slot filling from the calendar, and change previews before you commit.
• Dashboards and reports that land in the inbox: Custom dashboards (Stage 4), polished widgets, scheduled reports with attachments, and clearer activity progress on PDFs.
• Dockets, rates, and references that stay consistent: Template-aware field mapping, description templates, line-by-line pricing, smarter job/order references, and pay-rate guardrails that catch missing timesheets sooner.
• Stronger data boundaries and clearer field signals: Hardened cross-tenant authorization, account-level and mobile weather visibility, and docket status icons that scan faster on busy days.

Context

This release reflects work from August 2–9, 2026 — a week focused on branded, faster purchase orders, scheduler speed and auditability, custom dashboards and scheduled reporting, cleaner dockets and rate workflows, and stronger account boundaries so site and office teams quote, schedule, bill, and reconcile with fewer surprises.

Themes from the week

• Assets & purchase orders: Asset Detail Page for key info, activity, and related records; custom PO print templates (logo, terms, layout); inline PO line editing and add-lines in place; smarter invoice and docket references with the right job/order numbers.
• Scheduler: Parallel board loading; full audit trail of who changed what and when; bulk edit role quantities from Day view; utilisation at month scale; faster month actions with slot filling from the calendar; safer time edits scoped to the right role; compact toolbar on smaller screens; change previews for paired updates.
• Dashboards, reporting & weather: Custom Dashboards (Stage 4); polished widget layouts; scheduled reports with attachments; activity progress tables on PDFs; account-level weather visibility; authenticated weather on mobile for field teams.
• Dockets, invoicing & rates: Docket fields that respect template types; line-by-line pricing in repeating groups; docket description templates; V1 SORs on V2 accounts with overrides; sticky supplier invoice tax preference; roles and asset classes linked to charge rates; one-click single-docket import; pay-rate guardrails for missing timesheets.
• Quotes, bids & orders: Create client and project inline from a quote; reliable bid-to-existing-order linking for smoother estimate-to-delivery handoff.
• Security, stability & clarity: Cross-tenant authorization hardening; platform tooling and release-path improvements for fewer regressions and healthier deployments; PayOps order push that preserves descriptions and logs; clearer docket status icons.

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

What's new

Assets & Purchase Orders — find assets faster, brand and edit POs in place

Give your team one place to review an asset, and purchase orders that look professional and edit without leaving the line you’re on.

What it does:

• Asset Detail Page — key info, activity, and related records for each asset in one view
• Custom PO print templates — brand purchase orders with your logo, terms, and layout
• Inline PO line editing — edit line items and add new lines right where you’re working
• Smarter references on invoices and dockets — job/order numbers carry through automatically for cleaner reconciliation

Where you'll find it: Assets (detail page), Purchase Orders (print templates and line editing), and Invoices / Dockets when reviewing job and order references.

Who benefits: Ops and plant teams looking up assets, procurement and finance preparing client-ready POs, and accounts teams reconciling invoices and dockets to the right job.

Scheduler — faster boards, bulk crew edits, and safer changes

Plan and adjust crews with less waiting, clearer history, and previews before you commit — from Day view through month-scale capacity.

What it does:

• Faster boards — parallel loading so schedules open snappier
• Full audit trail — track who changed what and when
• Bulk edit role quantities from Day view — update crews in one go
• Utilisation at month scale — plan ahead with high-level capacity insights
• Faster month actions — slot filling straight from the calendar
• Safer time edits — changes scoped to the right role
• Compact toolbar — more room to see the work on smaller screens
• Change previews — see paired updates before you commit

Where you'll find it: Scheduler Day and Month views, board loading, role quantity edits, utilisation insights, and allocation edit/preview flows.

Who benefits: Ops leads building weekly rosters, dispatchers adjusting crew quantities, and planners checking month-ahead capacity before locking the board.

Dashboards, Reporting & Weather — views you shape, reports that arrive, conditions where you need them

Tailor dashboards to how your sites run, deliver the right views to inboxes, and keep field and office teams weather-aware.

What it does:

• Custom Dashboards (Stage 4) — tailor dashboards to your workflows
• Polished widget layouts — consistent visuals across dashboards
• Scheduled reports with attachments — deliver the right views to inboxes
• Activity progress tables on PDFs — clearer, more legible exports
• Account-level weather visibility — see conditions where you need them
• Weather on mobile — authenticated access so field teams get timely updates

Where you'll find it: Dashboards and Reporting (custom dashboards, widgets, scheduled reports, PDF exports), plus weather on web (account-level) and mobile.

Who benefits: Project managers tracking site progress, finance and ops leads receiving scheduled packs, and foremen checking conditions before mobilisation.

Dockets, Invoicing & Rates — consistent capture, precise billing, fewer missed timesheets

Keep docket data aligned to templates, price repeating groups accurately, and catch pay-rate gaps before they stall the week.

What it does:

• Accurate docket data mapping — fields respect template types
• Line-by-line pricing in repeating groups — precise billing where it matters
• Docket description templates — set once, stay consistent
• V1 SORs on V2 accounts — keep work moving across versions with overrides
• Supplier invoice tax preference — your default now sticks
• Link roles and asset classes to charge rates — fewer manual selections, more consistent pricing
• One-click single-docket import — fewer steps, fewer surprises
• Pay-rate guardrails — automatic checks help catch missing timesheets sooner

Where you'll find it: Dockets (templates, mapping, import, descriptions), Invoicing / supplier invoices (tax preference), Schedule of Rates and charge rates (roles, asset classes, V1/V2 overrides), and Pay Rates guardrail checks.

Who benefits: Site admins capturing dockets, billing teams pricing repeating work, payroll admins catching missing timesheets, and commercial leads keeping rates consistent by role and plant.

Quotes, Bids & Orders — faster setup, cleaner estimate-to-delivery handoff

Create clients and projects without leaving the quote, and link bids to existing orders so delivery starts from the right commercial record.

What it does:

• Create client and project inline from a quote — less back-and-forth, faster quoting
• Link bids to existing orders reliably — smoother handoff from estimate to delivery

Where you'll find it: Quotes when creating or editing (inline client/project), and Bids / Orders when linking a bid to an existing order.

Who benefits: Estimators and commercial teams quoting new work, and ops leads taking a won bid into delivery without re-keying clients or projects.

Security, stability & clarity

Stronger account boundaries and everyday polish keep multi-tenant data safer and status signals easier to read under pressure.

What it does:

• Cross-tenant authorization hardening — stronger boundaries to protect your data
• Platform tooling and release-path improvements — better type safety, healthier deployments, and steadier shipping for fewer regressions
• PayOps order push — preserves descriptions and logs correctly
• Clearer docket status icons — quicker scanning, fewer misreads

Where you'll find it: Across account security boundaries, PayOps order sync, and Dockets status icons — no extra setup for the clarity and reliability updates listed here.

Who benefits: Every team using Assignar Pay during busy quoting, scheduling, and billing weeks; admins relying on correct order descriptions after PayOps sync; field and office users scanning docket status at a glance.

Why it matters for construction teams

• POs that leave the yard looking like your brand: Custom print templates and inline editing cut rework between procurement, finance, and the client PDF.
• Crews adjusted in minutes, not one-by-one: Bulk role quantities, month utilisation, and change previews help ops leads staff the week and the month without discovering clashes after the roster is out.
• Insights without the export chase: Custom dashboards and scheduled reports with attachments put the right views in the right inboxes on time.
• Billing and payroll with fewer gaps: Template-aware dockets, line-by-line pricing, sticky tax defaults, and pay-rate guardrails reduce missing timesheets and mismatched references before month-end.
• Quote to delivery without the detour: Inline client/project creation and reliable bid-to-order links keep commercial handoffs moving when a job wins.

Getting started

• Asset Detail: Open an Asset and confirm key info, activity, and related records appear on the detail page.
• PO templates & lines: Open a Purchase Order, apply or preview a custom print template, then edit or add line items inline.
• Invoice/docket references: Open an Invoice or Docket linked to a job/order and confirm reference numbers carry through.
• Scheduler Day/Month: Open Scheduler — try bulk edit role quantities from Day view, utilisation and slot filling from Month view, and confirm change previews before saving time edits.
• Audit trail: After a schedule change, confirm the audit trail shows who changed what and when.
• Custom dashboards & reports: Open Dashboards, tailor a custom dashboard, polish widget layout, and set up a scheduled report with attachments.
• PDF activity progress: Export a report PDF and confirm activity progress tables are clear and legible.
• Weather: Check account-level weather on web and weather on mobile while signed in.
• Dockets & rates: Create or edit a docket with a description template; confirm field mapping respects the template type; try one-click single-docket import; link a role or asset class to a charge rate; review pay-rate guardrails for missing timesheets.
• Supplier tax preference: Set a tax preference on a supplier invoice and confirm it sticks on the next invoice.
• Quotes & bids: From a Quote, create a client and project inline; from a Bid, link to an existing order and confirm the handoff.
• Docket status icons: Open the dockets list and confirm status icons are clearer to scan.

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

Release details

Rollout: Updates in this note are rolling out on the standard Assignar Pay release cadence. Asset Detail, PO print templates and inline editing, scheduler board/audit/bulk/month improvements, docket and rate workflows, quote/bid handoffs, weather visibility, and the security and clarity fixes listed here apply across accounts on the normal release path. Custom Dashboards (Stage 4) and scheduled reports with attachments apply where dashboards and reporting are enabled for the tenant. Weather on mobile requires authenticated access.

Changelog

Added:

• Asset Detail Page (key info, activity, and related records)
• Custom purchase order print templates (logo, terms, layout)
• Inline PO line-item editing and add-lines in place
• Automatic job/order references on invoices and dockets
• Scheduler audit trail (who changed what and when)
• Bulk edit role quantities from Scheduler Day view
• Month-scale utilisation insights
• Slot filling from the Scheduler month calendar
• Change previews for paired schedule updates
• Custom Dashboards (Stage 4)
• Scheduled reports with attachments
• Activity progress tables on PDF exports
• Account-level weather visibility
• Authenticated weather on mobile
• Docket description templates
• Line-by-line pricing in repeating groups
• V1 SORs on V2 accounts with overrides
• Roles and asset classes linked to charge rates
• One-click single-docket import
• Pay-rate guardrails for missing timesheets
• Inline client and project creation from a quote
• Reliable bid linking to existing orders

Improved:

• Scheduler board load speed (parallel loading)
• Safer schedule time edits scoped to the correct role
• Compact Scheduler toolbar on smaller screens
• Dashboard widget layout consistency
• Docket field mapping that respects template types
• Sticky supplier invoice tax preference
• Cross-tenant authorization boundaries
• Platform tooling and release path for fewer regressions and healthier deployments
• PayOps order push (preserves descriptions and logs)
• Docket status icon clarity for faster scanning