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Workyard

HR
Velocity5.0

Workyard pushes past time tracking into forms, payroll, and embedded banking for field crews.

smart-formsembedded-financetime-trackingquickbooksconstruction
◆Current state
Workyard is a field-workforce platform for construction and trades, anchored in time tracking but expanding on two fronts: a Smart Forms documentation system (daily reports, JSAs, inspections) and an embedded-finance stack built on a Business Checking account, a Visa debit card, expense capture, and QuickBooks export. Recent releases tighten the seams between these surfaces rather than adding new ones.
◆Where it's heading
The product is consolidating the contractor back office—hours, documentation, billing, and now money movement—into one place. Forms is maturing from data capture into a reporting and editing surface, while the finance side is deepening from cards and exports toward in-app banking. Each release removes a step that previously forced a spreadsheet, a second app, or a bank login.
◆Prediction
Expect more connective tissue between timecards, forms, and payroll/billing as cost codes flow end-to-end, and continued build-out of the embedded banking experience now that account funding lives in-app.

◆Recent moves

  1. 4d ago

    Professional Reports: view any form submission as a client-ready PDF

    Any Smart Form submission can now be rendered as a clean, branded PDF and shared with clients, with empty and internal fields hidden automatically. It extends Forms from data capture into a client-facing reporting surface—the documentation half of the platform maturing.

  2. 11d ago

    QuickBooks payroll exports now map overtime automatically

    Overtime now maps into QuickBooks automatically during payroll export, removing a manual setup step each pay period. Riding a QuickBooks-side update, it's a reliability win on the payroll-export path Workyard keeps smoothing.

  3. 1mo ago

    Timecard Autofill in Smart Forms

    Timecard hours now flow automatically into Smart Forms, so crews stop entering the same labor data twice while timecards stay the source of truth. Exactly the kind of cross-surface plumbing this stretch of releases favors.

    View source ↗
  4. 2mo ago

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

    ⚡ SPARK

    Customers can now connect an external bank via Plaid and fund their Workyard Business Checking account by ACH without leaving the app. It pushes Workyard's embedded-finance stack from spending (cards, expense export) toward holding and moving money.

    View source ↗
  5. 2mo ago

    New: Edit Smart Forms Submissions

    Admins can now edit submitted Smart Forms fields in place, with every change logged by name and timestamp, instead of exporting to a spreadsheet to fix errors. Another step turning Forms into a managed system of record rather than one-way capture.

    View source ↗
  6. 2mo ago

    Auto Project Time Tracking - Clock Out Enhancements

    The clock-out cost-allocation flow now shows customer names beside similar project names and actual hours next to each percentage slider, making time splits less error-prone. A focused usability fix on the multi-project tagging that underpins job costing.

    View source ↗