Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM
July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs
A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview.
A rebuilt calendar with week, month, day and team views
The calendar was rebuilt around a smooth week grid. Drag an event to reschedule it in 15-minute steps, and overlapping events sit side by side instead of on top of each other.
Month view shows events that span several days and lets you drag an event to another day. There are also Day and Team views, and a week view designed for phones.
- Drag to reschedule in 15-minute steps
- Day, week, month and team views
- A phone week view
- Where to find it
- Calendar in the sidebar
- Plans
- Every plan
Workflows that create tasks and reminders, with test runs and logs
Workflows can create real tasks and reminders, send in-app notifications to your team, wait on a timer or a schedule, and fill in client or invoice details with an Insert variable picker on every step.
Before you switch a workflow on, run a simulated test to see what it would do. Every run is logged, so you can check what a workflow did and when.
Every plan has workflows. Cadet is email-only with up to 3 active, Voyager adds texts with up to 10, Specialist allows 25, and Commander and Enterprise have no limit.
- Tasks, reminders and team notifications as steps
- Timers and scheduled triggers
- Simulated test runs and execution logs
- Where to find it
- Workflows in the sidebar
- Plans
- Every plan
Build and publish funnels that capture leads into your CRM
Funnels are multi-step pages built from blocks, with AI-written copy, result pages and follow-up email or text sequences. Publish one to a hosted address and new leads go straight into your CRM, with analytics on visitors, leads and drop-off.
A/B tests and answer-based logic start on Voyager. Live funnels per plan: Cadet 1, Voyager 3, Specialist 10, Commander and Enterprise 25, with unlimited drafts. AI generation counts toward your plan's AI usage.
- Block builder with hosted public pages
- Leads land in your CRM automatically
- Funnel analytics and follow-up sequences
- Where to find it
- Funnels in the sidebar
- Plans
- Every plan
- Learn more
- Funnel builder with CRMFunnels tutorial
Track stock with adjustments, low-stock alerts and a movement history
Track stock on the products you sell. Adjust counts by hand with a history for each product, and get low-stock alerts when items run low.
A workspace-wide Inventory view lists every stock movement with totals and filters, and exports to CSV. A setting lets you choose whether stock is deducted when an invoice is issued or when it is paid.
- Stock adjustments with history per product
- Low-stock alerts
- Inventory movements list with CSV export
- Where to find it
- Products
- Inventory; Settings
- Products
- Plans
- Specialist and up
Invoices and proposals that look the part, with a live preview
A new default PDF design for invoices and proposals adds per-line tax rates, your tax ID and registration details, page numbers, terms printed inline, attached documents merged into the PDF, and right-to-left language support.
On tablet and desktop the invoice editor now shows a live preview beside the form, so you see what your client will receive while you type.
- Where to find it
- Settings
- Invoices
- PDF template; Invoices
- New invoice
- Plans
- Every plan
Weekly timesheets with approvals
Team members submit a weekly timesheet, and approvers review and approve it from an Approvals view. Approved entries are locked so they cannot change quietly, and managers can manage other people's time.
The time-entry dialog was redesigned to make adding and editing time quicker.
- Where to find it
- Time tracking
- Timesheets
- Plans
- Every plan
- Learn more
- Time trackingTime tracking tutorial
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
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