Documentation Index

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Joblogic Release: 29th July 2026

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Features scheduled for release on 29/07/2026. The functionality detailed will not be available in the system until this date. However, please note that this is an ETA and may be subject to change.

Marketplace Enhancements

  1. Multiple Sites in a Project
  2. Project Quote Template Library
  3. Project Invoice Sync
  4. Hire Invoice and Purchase Invoice Sync

Marketplace Enhancement Details

The following updates relate to apps available through the Joblogic Marketplace and are applicable to customers subscribed to the relevant app.

1. Multiple Sites in a Project

  • Projects can now include multiple sites, allowing work across several customer locations to be managed under a single project.
  • Users with the appropriate permission can add additional sites to Projects and Project Quotes.
  • For multi-site projects, fixed price and time & material invoices and applications are now raised against the customer, providing a simpler billing process.
  • To enable the setting, head to Settings > System Set up > Multiple Sites against Projects

For more information on adding multiple sites, see the guides for creating a Project and a Project Quote.

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2. Project Quote Template Library

  • A new Project Quote Template library allows you to create reusable templates for common project quotes, reducing manual data entry and helping to keep quotes consistent.
  • Templates can include project details, pricing, quote sections and cost lines. When creating a Project Quote, simply select a template to automatically populate the quote, with the flexibility to amend any values before saving.
  • Head to Settings > Library > Project Quote Templates to set yours up!

For more information on using quote templates, see the following guides for setting up the templates, and a creating a Project Quote.

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3. Project Invoice Sync

  • Approved Project Sales Invoices can now be synced directly to Xero and QuickBooks, reducing manual data entry and helping keep your accounting records up to date.
  • Invoice sync can be enabled or disabled independently within the account integration settings, with built-in validation to prevent invoices with invalid tax codes from being exported.

4. Hire Invoice and Purchase Invoice Sync

  • Approved Hire Invoices and Hire Purchase Invoices can now be synced
    from Joblogic to Xero and Quickbooks.
  • Invoice sync is controlled through the account integration settings (Settings > Account Integration), with validation to ensure invoices are only exported when tax and nominal code requirements have been met.
  • Hire Purchase Invoices can only be created when a PO Number exists, and the GRN status is Delivered.