What's New in webWorkshop 2.7
Scheduled Release Date: March, 2026.
TABLE OF CONTENTS
Hero Features
Sales Workboard
The Sales Workboard in Orion WebWorkshop is a visual workspace designed to help your sales team manage leads and prospects more effectively. It uses a pipeline view, where each column represents a stage in your sales process. This layout makes it easy to:
- See all leads at a glance in a clear, column-based format.
- Customise pipelines to match your workflow.
- Track progress from initial contact through to deal closure.
- Assign tasks and monitor activity without switching screens.
The Sales Workboard brings structure and visibility to your sales process, helping you stay organised and close deals faster.
Read more in the KB here: [webWorkshop] Sales Workboard - Setup and User Guide
Marine Rig Improvements
The recent Orion 4.026 update released features providing better management of marine rigs across Sales and Workshop, allowing rig items such as hulls, motors, and trailers to be linked directly to job, quote, and invoice sections.
We have now extended Marine Rig functionality into webWorkshop.
Key benefits
- Rig items can be serviced and tracked independently or together
- Motors and other sub‑items support item‑specific readings and history
- No need to merge rig items in Workshop to simplify invoicing
- A new Service History (Individual) report shows item‑specific work, even when the item was linked via a section
Our webWorkshop Marine Rig functionality article is coming soon, in the meantime you can read more on Orion's Marine Rig feature here: [Orion] Marine Rigs: Managing Hulls, Motors, and Trailers Across Sales & Workshop
Detailed Release Notes
Enhancements
| Issue Key | Module | Description |
|---|---|---|
| WEB‑1978 | Customer/Supplier | Users can now edit Customer & Supplier notes directly in WebWorkshop, with changes synchronised to ORION Desktop. |
| WEB‑2226 | Dashboard | Managers can now view all leads regardless of salesperson and toggle between the Sales Dashboard and Workshop Dashboard. |
| WEB‑2227 | Dashboard / Sales | Added the ability to view the Salesperson Leaderboard within the Sales Dashboard. |
| WEB‑2080 | Diary | The Technician Filter in the weekly diary view has been moved next to the Search bar for improved usability. |
| WEB‑2083 | Diary | Added the ability to extend diary hours before and after standard operating times. |
| WEB‑2094 | Diary | The diary timeline now displays negative available hours when technicians exceed their allocated hours. |
| WEB‑2225 | Estimates | Users can now enter Odometer Readings directly within the Estimates screen. |
| WEB‑2097 | Invoice | Reading Name now appears on Proforma, Job, and Invoice printouts. |
| WEB‑2110 | Items/Vehicles, Jobs | The Rego column on the New Job → Customer/Item Selection screen is now resizable. |
| WEB‑2082 | Jobs | For single‑day jobs, updating Start or End Time now automatically updates Estimated Hours. |
| WEB‑2230 | Jobs / Labour | Added the ability for users to include an internal note on a labour posting. The note has also been added as a report field in the Detailed Technician Labour Analysis report. |
| WEB‑2058 | Online Booking | Workshops can now display custom marketing messages and promotions on the Online Booking form. |
| WEB‑935 | Orders | Cost Price and Total Cost can now be edited when bulk receiving items, improving workflow for multi‑line orders. |
| WEB‑2098 | Reports | Added "Q‑Ref" bookmark to populate quote references in the WebWorkshop Estimate form. |
| WEB‑2204 | Sales | The Sales Workboard now applies default configuration for first‑time users to simplify onboarding. |
| WEB‑2215 | SMS | Bulk SMS and Email sending can now run concurrently without errors, as processing now occurs in the background. |
| WEB‑2151 | Users & Logins | WebWorkshop now validates whether a newer ORION version is available and requires an update. |
Bug Fixes
| Issue Key | Module | Description |
|---|---|---|
| WEB‑2201 | Customer/Supplier | WebWorkshop now prevents job posting for on‑hold accounts, an “Account is on hold” message will be displayed. This ensures consistency across desktop and web applications. |
| WEB‑2200 | General / System | Fixed an issue where Technician Availability duplicated when labour postings were created from WebWorkshop. |
| WEB‑2233 | Items/Vehicles | Corrected synchronisation of default Odometer Reading Types between ORION Desktop and WebWorkshop. |
| WEB‑2194 | System | Fixed an issue that caused Proforma printing errors due to a labour‑setting conflict. |
Didn’t find what you were looking for?
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