Roadmap

1. Add More Details to Invoices
   • Summary: Enhance invoice detail to match Bill of Materials (BoM) structure.
   • Description: This feature will allow templates to populate invoices with full details, similar to quotes. It ensures that both parent and children items are displayed on invoices, giving users the flexibility to add, remove, or show only top-level items. This increased detail on invoices enhances clarity and transparency, benefiting both businesses and their customers.

1. Add More Levels of Detail to Job Review Page
   • Summary: Enhance the Job Review page to display comprehensive details, similar to the Bill of Materials (BoM).
   • Description: Following the implementation of single-use templates, job sections, and start & end dates for each section, the Job Review page will be updated to provide an enriched view. This includes showing detailed cost, price, and margin information. Templates will be displayed in a collapsible format, akin to the BoM, allowing users to expand or collapse sections for better readability. Additionally, start and end dates for job sections will be prominently featured.

This feature aims to give users a more detailed and structured overview of their jobs and invoices, improving transparency and decision-making capabilities and ensuring that all relevant details are accurately reflected.

• Summary: Enable users to complete business tasks through an AI chat assistant and allow administrators to automate business processes using AI-powered workflows.
• Description: Deliver an AI agent integrated into Gojee that supports natural-language conversations for executing business tasks, surfacing business insights, and automating workflows. Users can interact with the agent through an embedded chat panel or dedicated chat page, while administrators can create AI-powered Skills that automatically execute when business events occur. Workflows support configurable approval steps for write actions, role-based approvals, execution history, and secure access control.
• Requirements:
  • AI chat assistant accessible from navigation with embedded and full-page chat experiences.
  • Agent capable of interpreting natural-language requests, executing supported business tools, and presenting actionable insights rather than raw data.
  • Support for business tools including job search and updates, inventory lookup, BOM management, lead and job creation, quote generation, purchase orders, inventory reservation, and job note actions.
  • Workflow builder allowing administrators to describe workflows in natural language that are compiled into validated Skills with Draft, Active, and Archived lifecycle states.
  • Automatic workflow execution triggered by Quote Approved, Job Status/Workflow Stage Changed, and Job Note Added events.
  • Configurable human approval for data-modifying workflow steps, including approval previews, notifications, approval history, and execution logs.
  • Workflow execution performed using the permissions of the workflow creator, with configurable approvers by user or role.
  • Protection against duplicate workflow execution from repeated trigger events.
  • Feature restricted behind the AI Agent organisation add-on, initially available only as a Beta feature enabled by Gojee staff.

• Summary: Allow users to import a Bill of Materials (BoM) from a CSV file, simplifying migration from other systems and enabling rapid BoM creation and updates.
• Description: Add a CSV import option to the BoM actions menu that replaces the existing BoM with the contents of the uploaded file. The import process should support both existing catalogue items and automatically created single-use items and intelligently handle incomplete data.
• Requirements:
  • Add a CSV import/export option to the BOM actions menu.
  • Replace the existing BOM with the imported data rather than merging or updating individual line items.
  • Support importing all BOM fields, including item code, item name, resource type, quantity, cost, price, tracking type, and other exportable BOM attributes.
  • Match existing catalogue items using item codes, and automatically create single-use items when no item code is provided.
  • Provide an option to create new inventory catalogue items for imported records with item codes that do not already exist, including a confirmation prompt before permanently adding them.
  • Allow supplier details, including preferred supplier, supplier cost, and lead time, to be imported and associated with BOM line items.
  • Support importing Bills of Materials for both standard jobs and New Scope Variations.

TBA

This feature was released in Gojee version 5.10 on 15/11/2024.

The following text is unchanged from its form prior to release and serves as an archive.

1. Progress Claims + Retentions
   • Summary: Simplify the process of managing progress claims and retentions.
   • Description: Progress claims allow businesses to invoice a percentage of the total quote amount. Retentions involve withholding part of the invoice, as specified in the project contract, ensuring that any defects can be addressed before the full payment is made. This feature streamlines the accounting process for handling these claims and retentions.
   • Requirements: Add a new “Contract Details” section on the Job Details page, including fields for Contract Value, Retention Amount, and Notes. New GL accounts for “Retentions Held” and “Liability for Defects” will be added.
   • Invoicing Process: On the invoice page, if a retention percentage is set, a new “Progress Claims + Retentions” button will be available. Users can enter the claim percentage and generate an invoice that accounts for progress claims and retentions.
2. Invoicing Retention Amounts
   • Summary: Manage the invoicing of retained amounts effectively.
   • Description: This feature calculates and tracks the total retention withheld in invoices. When retention amounts need to be claimed, users can generate an invoice that includes the retention payment details.
   • Requirements: A new button “Claim Retentions” will be displayed on the invoice page if any retention invoices have been created. The system will sum the liability for defects amounts and allow users to enter a claim percentage to generate the retention invoice.
   • Invoicing Process: The invoice will include lines for the retention payment, liability for defects reversal, and retentions held reversal, ensuring accurate accounting.

This new feature empowers businesses to handle progress claims and retentions with greater efficiency and accuracy, integrating seamlessly with existing invoicing processes.

This feature was released in Gojee version 5.10 on 15/11/2024.

The following text is unchanged from its form prior to release and serves as an archive.

1. Display Job Actions with Buttons Inside Job
   • Summary: Enhance job navigation by displaying job actions as buttons inside the job interface.
   • Description: The current navigation method involves using a breadcrumb dropdown, which can be cumbersome. The proposed change will add buttons along the top of the page for each available action, making it easier for users to navigate within a job. Selected actions will be highlighted to indicate the current page. Additionally, users will be warned before navigating away from a page if there are unsaved changes, preventing potential data loss.

This feature aims to improve user experience by providing a more intuitive and efficient way to navigate job actions, ensuring important changes are not lost inadvertently.

This feature was released in Gojee version 5.10 on 15/11/2024.

The following text is unchanged from its form prior to release and serves as an archive.

1. Poll and Import Supplier Bills from Xero File
   • Summary: Automatically import supplier bills from Xero into Gojee.
   • Description: The system will poll and import all approved supplier bills from Xero, displaying them on the Supplier Bill page with filters for reconciled and unreconciled bills.
   • Requirements: Full detail of SBs stored in Gojee, filters for reconciliation status, and display of SB source (Gojee or Xero).
2. Reconcile Whole Supplier Bills Against Purchase Orders
   • Summary: Simplify the reconciliation of supplier bills with purchase orders.
   • Description: Users can reconcile unreconciled supplier bills (SBs) from Xero against one or more unbilled purchase orders (POs). This process includes matching the SB total with PO totals and handling both tracked and untracked items.
   • Requirements: Ability to allocate SBs to POs, mark SBs as non-job costs, and display discrepancies between SBs and POs.
3. Reconcile Line Items/Whole SB Against Jobs Directly with No PO Match
   • Summary: Allow direct reconciliation of SB line items to jobs without needing a PO match.
   • Description: Users can allocate SB line items as job costs directly. For instance, items bought for a job without prior POs can be directly added as costs.
   • Requirements: Create single-use items for each SB line item, set costs, and consume them onto jobs during reconciliation.
4. Reconcile Line Items of SB Against Different POs + Mark Non-job SB Line Items as Not Needing to be Reconciled
   • Summary: Flexible reconciliation of SB line items against multiple POs or mark them as non-job related.
   • Description: Users can allocate individual SB line items to different POs or mark non-job related items as not needing reconciliation.
   • Requirements: Match SB line items with multiple POs and mark specific line items as non-reconcilable.

1. Ability to Add Start & End Dates to Top-Level Templates
   • Summary: Manage job sections with start and end dates for better planning.
   • Description: Introduce a “Planning” toggle on the Bill of Materials page, allowing users to set and edit start and end dates for job sections, even if the BOM is locked.
   • Requirements: Update BOM page UI to include start and end date fields, ensuring these can be edited regardless of BOM status.

These features are designed to enhance the efficiency of job and inventory management, streamline supplier bill reconciliation, and improve project planning capabilities, providing robust tools for users to manage their operations effectively.

1. Batch Send Unsent POs
   • Summary: Streamline the process of sending purchase orders (POs) across multiple suppliers.
   • Description: This feature allows businesses to send multiple unsent POs in one batch. Previously, users had to send each PO individually, disrupting workflow efficiency. With this feature, users can select multiple unsent POs and send them all at once.
   • Approach:
     • Send All Unsent: A button that sends all unsent POs using default email settings.
     • Send Selected: Allows users to select specific POs to send, reducing the risk of errors.
   • Requirements:
     • A new page/modal for sending multiple POs.
     • Options to select the last 5/10/20 unsent POs.
     • Features to modify email subjects and bodies before confirming and sending the POs.

This feature enhances workflow by automating the batch sending of purchase orders, ensuring businesses maintain operational efficiency.

1. Implement the Concept of Single Use Templates
   • Summary: Introduce single-use templates to the Job BOM page for streamlined job section creation.
   • Description: Users can add a blank template to the job BOM, which can be customized with child items. These templates will be exclusive to the Job BOM and hidden from the template catalogue.
   • Requirements: Update UI for adding blank single-use templates and backend support for creating them.

1. High Level Job Planning Calendar
   • Summary: Introduce a high-level job planning calendar to improve project scheduling and management.
   • Description: This feature addresses the need for a comprehensive job planning calendar. Users can enter specific dates and times for job planning, view jobs at a high level, and filter jobs based on client, status, and other criteria. Completed jobs will be highlighted in grey, offering a clear visual representation of ongoing and completed tasks.

This feature enhances job management by providing a detailed, interactive calendar view, helping users to efficiently schedule and track job progress.

1. Introduce Inventory Items for Manufacturing Jobs
   • Summary: Simplifies inventory management by categorising items as manufactured or purchased.
   • Description: New inventory item type “Chair” with options set as “Manufactured” will not show in purchase orders but will be linked with templates for manufacturing. This creates a clear distinction between purchased and manufactured items, streamlining stock management and manufacturing processes.
   • Requirements: Updates to the inventory edit/create page to set item types, new tab for manufactured items to link templates, updates to CSV export/import features.
   • Constraints: Manufactured items must always be tracked per instance or as aggregate quantities and linked to templates. Changes to these settings are restricted once items are used in production orders.
2. Create a New Customer Job with Production Orders and Manufactured Items
   • Summary: This feature allows users to create customer jobs that involve both purchased and manufactured items.
   • Description: Users can start a customer job and add inventory items, raising purchase orders for low stock items. For low stock manufactured items, a production order (ProdO) will be initiated. The workflow ensures that only manufactured items are included in the ProdO, which can be linked to customer jobs or initiated separately.
   • Requirements: New options to start production orders from jobs, create and edit ProdO pages with similar UI components to purchase orders.
   • Constraints: Adding output items of a template to the template itself is prevented. ProdOs must only include manufactured items and cannot be voided/deleted under certain conditions.
3. Create a New Manufacturing Job
   • Summary: Users can now create and manage manufacturing jobs more efficiently.
   • Description: From a new tab in the menu, users can navigate to the manufacture job list, start a new job, and select a ProdO to fulfill. The Bill of Materials (BOM) will pre-populate from the ProdO, linking templates to the items. When completing the job, users confirm the quantity of items produced and receive goods accordingly.
   • Requirements: New sequence type for manufacture jobs, updates to the M-job details and BOM tabs, and specific job actions tailored to manufacturing processes.
   • Constraints: Modifying the quantity of template or adding external items to M-job consumables is not allowed. Cost per unit of output will be calculated based on template quantities and prices.
4. Create a Goods Receipt of Production Order
   • Summary: This feature introduces a streamlined process for creating goods receipts for production orders.
   • Description: The goods receipt will mirror the line items on the production order (ProdO) and track partial receipts accurately. Costs will be calculated based on template costs associated with the job. This ensures that when goods are received, they are immediately consumed against the customer job if auto-consumption is turned on.
   • Requirements: Line items must match the ProdO by default, and costs are calculated from job templates.
   • Constraints: No additional items not present on the ProdO can be added to the goods receipt.

These features are designed to enhance the efficiency and accuracy of manufacturing workflows and inventory management, providing users with robust tools to manage production and stock levels effectively.

1. Pay Templates
   • Summary: Advanced payroll processing templates for automated timesheet calculation and staff cost management.
   • Description: Pay Templates will provide sophisticated payroll processing rules that automatically calculate staff costs, overtime, breaks, and earning rate allocations based on configurable parameters. Organizations will be able to create reusable templates that define working hours, minimum/maximum hour thresholds, break processing modes, interval rounding rules, and bonus rate structures. Templates are assigned to staff members to ensure consistent payroll processing across the organization. This enables accurate job costing by applying the correct pay template rules when calculating actual project costs, ensuring that labor costs reflect real payroll expenses including overtime premiums and various earning rates.

This feature streamlines payroll administration while providing accurate labor cost tracking for improved project profitability analysis.

1. Quick Jobs
   • Summary: Streamlined job creation directly from the Staff Scheduler for high-volume field service operations.
   • Description: This feature will enable rapid job creation while viewing staff availability in the Staff Scheduler. Users will be able to double-click on available time slots to create new jobs instantly, selecting customers, assigning professions, and scheduling staff in a single action. The system will include real-time scheduler updates and profession-based filtering to show only relevant staff members. This workflow is essential for field service companies that need to create multiple jobs quickly while on the phone with customers, ensuring optimal staff utilisation and immediate visibility of scheduling changes.

This feature transforms the scheduling workflow for high-volume operations, reducing job creation time and improving operational efficiency.

1. Auto Bill Reconciliation
   • Summary: Automated matching and approval of supplier bills against purchase orders and goods receipts.
   • Description: This feature automatically reconciles draft bills from Xero with purchase orders and goods receipts in Gojee using intelligent matching logic. The system matches supplier details, PO references, and amounts (within configurable tolerance), then automatically copies line items, approves bills in Xero, marks POs as billed, and updates reconciliation status in Gojee. For partial matches, the system provides suggestions for manual review. This automation eliminates repetitive data entry, reduces errors, and significantly speeds up the accounts payable process while maintaining audit trails and approval controls.

This feature dramatically reduces administrative overhead in accounts payable, freeing up time for more strategic financial management activities.

1. Job Variations
   • Summary: Comprehensive variation management system for handling scope changes and client approvals in construction projects.
   • Description: This feature will introduce a robust workflow for managing job variations – changes to the original scope of work that commonly occur in construction projects due to site conditions, client requests, or design changes. Users can define multiple scopes within a job’s Bill of Materials, create quotes for specific sections, and manage variations through a formal approval process. The system will aim to support both positive and negative variations, track approval status (pending, approved, declined), and ensure only approved variations affect job financials and reporting. This will replace the current limitation where BOMs are locked after quote approval, providing flexibility while maintaining budget control and accurate reporting.

This feature significantly improves project management capabilities for construction businesses, enabling proper variation control and maintaining reporting accuracy.

Easily schedule jobs that repeat on a regular basis or occur during specific seasons. Perfect for ongoing maintenance, seasonal projects, and recurring service agreements.

Stay on top of your workflow with a drag-and-drop Kanban board. Organize jobs by status, prioritize tasks, and boost team productivity.

Digitize your compliance and safety checks with customizable forms. Ensure every job meets industry standards and keep records organized for audits and reporting.

Connect your business’s Google and Microsoft emails directly to Gojee for seamless communication. Send and receive job updates, quotes, and invoices from your own emails and not generic Gojee system email.

1. Public API
   • Summary: Open API access for third-party integrations and automated job management.
   • Description: This feature aims to provide a secure REST API that allows external systems to integrate with Gojee for automated job management. Organisations will be able to enable API access through add-ons settings, generating unique API keys for authentication. Initially supporting job creation and updates with all relevant information, this API will enable businesses to connect Gojee with their existing systems, CRM platforms, or custom applications. The API maintains full security protocols while providing programmatic access to core Gojee functionality, enabling workflow automation and seamless data synchronisation.

This feature opens Gojee to the broader ecosystem, enabling powerful integrations and workflow automation for tech-savvy organizations.

POSTSCRIPT: Documentation is available here.

1. Custom Email Templates
   • Summary: Organisation-level customisation of email templates for quotes, invoices, and purchase orders.
   • Description: This feature will allow organisations to customise the standard email templates used for quotes, invoices, and purchase order communications. Through Organisation Settings → Email Settings, businesses can modify email content, subject lines, and formatting to match their brand voice and communication style. Custom email templates will replace the default Gojee templates when pre-filling email forms, ensuring consistent and professional communication with customers and suppliers. This addresses the need for businesses to maintain their unique communication style while using Gojee’s document generation capabilities.

This feature enhances brand consistency and professional communication, allowing businesses to maintain their unique voice in all customer interactions.