What's new in WeBookUp

Added

• Launched the free Junk Removal Estimate Calculator in Resources → Templates & Tools.
• Added Quick and Detailed modes so you can start with a simple price or account for costs like labor, disposal, travel, overhead, and equipment.
• Added an itemized cost breakdown, estimated profit and margin, and warnings when your price falls below cost or your target.
• Added options to adjust the final price, then copy or print the results.
• The calculator is free to use without a WeBookUp account. If you want to send the price to a customer, you can enter it into a WeBookUp Estimate.

Easier Ways to Share Your Referral Code

Workspace owners can copy a referral link as well as a code from Billing. A business that opens the link will see the code filled in during signup. Referral codes also have their own signup field, separate from promotional discount codes.

More Relevant Technician Suggestions

Workspaces can link a Business Unit to a trade. When a Job uses that Business Unit, Suggest Tech prefers available team members assigned to the linked trade. It still considers workload and skill level, and you can always choose a technician yourself.

More Accurate Resources Filters

Articles now appear under the trade selected for them in WeBookUp Resources. For example, an article marked General will no longer appear under HVAC just because HVAC is mentioned in its search tags.

Smaller Improvements

The latest updates notice opens the full update in a normal browser tab. Public website pages can also show WeBookUp's social media links in the footer when those links have been configured.

Added

• Added shareable referral links alongside workspace referral codes.
• Added optional trade links for Business Units to improve Suggest Tech recommendations.
• Added social media links to the public website footer when configured.

Improved

• Kept referral codes separate from promotional discount codes during signup.
• Made the latest updates notice open the Updates page in a new browser tab.

Fixed

• Fixed Resources articles appearing under trades that were only mentioned in search tags.
• Corrected the Dispatch workload label so the displayed hours match the period shown.
• Fixed an error when saving a team member's trade or skill level.

Smarter Dispatch and Technician Workload Management

WeBookUp now gives your team a clearer way to schedule Jobs, manage technician availability, and understand workloads before making an assignment.

Each technician can have their own trades, skill level, weekly schedule, temporary unavailable periods, and daily work capacity. WeBookUp compares their available hours with the estimated duration of their assigned Jobs, giving dispatchers a simple workload view such as 5h / 8h.

The new Suggest Tech option recommends the best available technician based on remaining capacity and skill level, with trade information available for additional context. Dispatchers can still manually choose anyone. If a technician is unavailable or would be over capacity, WeBookUp displays a warning without blocking the assignment.

Job scheduling and assignments now stay consistent across Jobs, Dispatch, Nova, and WeBookUp through ChatGPT.

A Better Estimate Approval Experience

WeBookUp now gives businesses more control over how Estimates are sent, reviewed, and approved.

You can select one or more Estimates from a Job or Customer account and send them together. Customers receive a secure link where they can review, approve, decline, and sign each Estimate individually.

Customer signatures are required by default but can be turned off for a specific send. Authorized employees can also approve an Estimate internally when customer approval isn't required.

WeBookUp keeps the sent version, customer decision, approval method, and signature history with the Estimate, giving your team a clear record of what was approved.

Dispatch Workload and Technician Setup

WeBookUp now calculates technician workload using estimated Job duration and each team member's available work hours. Arrival windows remain separate from the expected amount of work. Workload appears in a simple format such as 5h / 8h. Cancelled Jobs don't use capacity, and WeBookUp warns you when an assignment would place someone over capacity.

Team member profiles now support:

• Availability for Job assignments
• Multiple workspace-managed trades
• Customizable skill levels
• Company or individual weekly schedules
• Temporary unavailable dates and times

New Jobs receive the workspace's default estimated duration, which starts at two hours and can be changed on each Job. The new Suggest Tech option recommends one technician based on availability, remaining capacity, and skill level. Trade information provides additional context, and manual assignment remains available.

Estimate Sending and Approvals

You can now select and send one or more Estimates from a Job or Customer account. Customers receive a secure review link where they can open each Estimate, review the details, approve or decline it, and provide a signature when required. Each Estimate can be decided on separately, allowing customers to approve more than one option when needed. Authorized employees can also approve Estimates internally when customer approval isn't required.

Estimate Activity History records when an Estimate was sent. The compact Estimate Decisions section keeps the latest approval details visible while preserving access to previous versions and decisions. Jobs with eligible Estimates now include an Email Estimates action. The create buttons have also been renamed New Estimate and New Invoice.

Jobs Calendar Improvements

The Jobs Calendar now includes Month, Week, and Day views. Week is the default for users without a saved preference, and WeBookUp remembers each user's last selection. Jobs use the colors assigned to their workspace Job Status, making the calendar easier to scan. The Week and Day views include clearer time placement, better handling for overlapping Jobs, improved text spacing, and a more useful daily layout on phones.

Job Type, Business Unit, and Job Naming

Workspaces can now make Job Type and Business Unit required through CRM Customization. Both fields remain optional by default. WeBookUp can generate Job names from the selected Business Unit and Job Type. If neither is selected, the Job number is used. Jobs that have been manually renamed keep their custom name.

Activity History and Related Records

Jobs, Estimates, and Invoices now use a more consistent Activity History and Related Records layout. Activity History records meaningful updates in order, including what changed and who made the change. Related Records provides direct links between connected Jobs, Estimates, and Invoices without showing the same information in several areas. Prospect profiles also have their Related Records tab restored.

Faster Record Creation

After manually creating a Job, Estimate, or Invoice, WeBookUp now takes you directly to the newly created record. This applies across the standard creation windows, including those opened from Customer accounts and related records.

Reorganized Workspace Settings

Workspace Settings now use a grouped sidebar on desktop and a Settings menu on mobile. Related settings are grouped together, including My Account, Business Details, Branding, Scheduling and Dispatch, Time Tracking, Notifications, CRM Customization, Billing, Email Settings, and Data Migration. Scheduling settings such as arrival windows, default Job duration, work capacity, trades, and skill levels are available under Operations → Scheduling & Dispatch.

Email Branding and Reply-To Settings

Email Branding is now the main place to manage your workspace sender name, verified reply-to addresses, and optional email signature. Mass Emails and Campaigns use the workspace name by default. Users can choose to send under the workspace name or as themselves from the workspace. Sender names and reply-to addresses can be selected independently, and email previews more accurately reflect what recipients will receive.

Billing Improvements

Plan changes now show a processing state while WeBookUp waits for confirmation from the billing provider. Checkout and billing portal actions provide clearer loading and error feedback, reducing the need to refresh the page after changing a subscription.

Onboarding and Account Themes

The final onboarding step has been simplified. Once setup is complete, users see a clear confirmation and can go directly to their workspace. Theme preferences are now stored by account. Using multiple WeBookUp accounts in the same browser will no longer cause one account's light or dark preference to carry into another account. New accounts begin in light mode.

Personal Notification Settings

All workspace users can now manage their own browser notification preferences from Settings. The page includes a simpler control for the current browser, the existing notification categories, and a collapsed list for viewing or removing other registered devices.

Property Field Customization

Property Details now follow the fields configured under CRM Customization, including field visibility, labels, order, and custom fields. Email is available as its own configurable Property field. Information that isn't enabled for Properties no longer appears unexpectedly in Property Details.

Standard WeBookUp Module Names

WeBookUp now uses consistent standard names for its main modules. The previous module renaming and visibility controls have been removed from CRM Customization. Permissions continue to control which areas each team member can access.

Resources and Articles

WeBookUp Articles are now part of the Resources section. The previous Blog pages redirect to the new Resources Articles area, keeping Articles, Guides, Videos, Templates, and other materials together.

Added

• Added technician workload and available-capacity tracking.
• Added estimated Job duration with a workspace default.
• Added technician trades and customizable skill levels.
• Added company and technician-specific weekly schedules.
• Added temporary technician unavailability.
• Added Suggest Tech recommendations during Job assignment.
• Added secure customer review links for Estimates.
• Added customer Estimate approvals, declines, and signatures.
• Added internal Estimate approval for authorized employees.
• Added multi-estimate sending from Jobs and Customer accounts.
• Added Estimate send activity and decision history.
• Added Month, Week, and Day views to the Jobs Calendar.
• Added workspace Job Status colors to Calendar entries.
• Added configurable Job Type and Business Unit requirements.
• Added Activity History to Jobs, Estimates, and Invoices.
• Added direct Related Record links between Jobs, Estimates, and Invoices.
• Added an Email Estimates action to Job pages.
• Added Property Email as a configurable field.
• Added personal browser notification controls for all workspace users.

Improved

• Standardized scheduling and technician assignments across Jobs, Dispatch, Nova, and ChatGPT.
• Changed workload calculations to use estimated duration instead of customer arrival windows.
• Added warnings for unavailable and over-capacity technicians.
• Improved the Jobs Calendar's overlapping Job display, time placement, and mobile navigation.
• Improved automatic Job naming while protecting manually entered names.
• Improved Estimate selection, recipient controls, signatures, and customer review.
• Improved Activity History and Related Records across Jobs, Estimates, and Invoices.
• Reorganized Workspace Settings into clearer groups.
• Improved workspace email sender names, signatures, and reply-to settings.
• Improved billing confirmation after checkout and plan changes.
• Improved the final onboarding step.
• Improved Property Details to follow workspace field customization.
• Improved browser notification and device controls.
• Combined Articles with the WeBookUp Resources section.
• Standardized module names across WeBookUp.
• Moved Invoice Payment History lower on the page for a cleaner layout.