Explore new Q3 2025 features like Board View for task management, Building Groups for better organization, and Requisitions for purchase requests.
Work Prioritization Just Got a Whole Lot Easier: Say Hello to Board View
Our new Board View makes it easier to assign, prioritize, and balance work across your team. You can manage everything in one place. It’s all about visibility, flexibility, and making the morning dispatch scramble a thing of the past.
What’s New
Board View gives you a drag-and-drop interface for managing your team’s workload in real time.
Here’s what you can do:
- Create and assign work requests directly from the board. No need to switch screens.
- Drag and drop tasks to quickly reassign or reprioritize as things change throughout the day.
- Visualize workload across your team to avoid overload or underutilization.
- Adjust priority levels easily, so the most important jobs stay front and center.
Whether you're managing 5 team members or 50, Board View helps you stay organized and keep everyone moving in the right direction.
Why It Matters
We built Board View to help supervisors and team leads answer a simple but stressful question:
“What should everyone be working on today?”
Instead of flipping between spreadsheets or relying on mental math, Board View gives you a real-time, visual way to distribute work fairly and respond quickly when things change.
Bonus Tools to Make It Even Better
- Bulk Priority Updates. Migrate old custom priority fields to our new standardized system in just a few clicks.
- Field Customization. Choose what fields show up on each task card in the board.
- Save Team Views. Use filters to create saved views for different teams or departments such as custodial, maintenance, or IT.
Find the Right Building, Faster: Introducing Building Groups
If your site has a long list of buildings, navigating that list can be time-consuming. With the new Building Groups feature, you can organize buildings into logical categories like campuses, zones, or regions. This makes it easier for users to find the right building and for admins to manage access and reporting.
What’s New
Building Groups let you organize your buildings into custom-defined categories that reflect how your organization actually operates.
Here’s what you can now do:
- Create named groups for buildings. You might group them by campus, zone, property, or any label that fits your structure.
- Add a group drop-down to forms so users can narrow down the building list before making a selection.
- Filter and sort by group in reports, grids, and requests.
- Assign user access at the group level, making it easier to manage permissions across multiple buildings at once.
Why It Matters
Building Groups help reduce that friction by narrowing the list based on a higher-level category. Whether someone is submitting a work request or reviewing reports, they’ll see a cleaner and more intuitive list of options.
Helpful Details
- Groups are fully customizable. You choose the group names and assign the buildings.
- Users can still select a building directly. Selecting a group simply filters the list for easier selection.
- Permissions can be set at the building group level to streamline access management.
- You can filter and sort by building groups across modules to keep data views more focused.
Request First, Purchase Later: Introducing Requisitions
Not everyone on your team needs permission to create a purchase order. Sometimes, they just need a way to request a part, a one-off item, or some contracted work and get approval before moving forward. That’s where Requisitions come in.
This new feature makes it easy to request purchases without handing over full purchasing access.
What’s New
Requisitions allow team members to submit a purchase request tied to a specific work order. From there, a manager can approve or decline the request. If approved, it can be converted into a full purchase order, following the same process you already use for POs.
Everything is tracked in one place, with a full paper trail.
Here’s how it works:
- Create a requisition directly from a work request.
- Fill in basic info such as title, supplier, due date, and line items.
- Submit the request for approval.
- Once approved, a manager can convert it into a purchase order.
Why It Matters
This feature gives your team a clear and permission-based way to request purchases without opening the door to unauthorized spending.
It is especially useful for one-off purchases, contracted work, or items that are not kept in inventory. You stay in control while making it easier for your team to get what they need.
How It Works
- Requisitions live under the newly renamed Purchasing module, alongside Purchase Orders.
- Users can only create requisitions if they have the correct permission.
- Approvals follow the same workflow you already use for POs.
- The system tracks who created, approved, and converted each request.
How Inventory Works with Requisitions
While you can include inventory items in a requisition, we recommend using the Supply Request process instead for anything you already stock.
Here’s why: requisition-based purchases are always recorded as purchase costs, even if the item came from your existing inventory. This does not affect the accuracy of the total cost, but it may show up differently than expected in your reports.