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Getting Started

13
  • Getting Started | SpyderFlow Overview
  • Getting Started | System Administrator | Subscriber Set Up
  • Getting Started | SpyderFlow Subscription
  • Getting Started | System Administrator | Plan User Access
  • Getting Started | Activate Invitation | First Time Microsoft SSO
  • Getting Started | Activate Invitation (Email Sign in)
  • Getting Started | Sign in (once activated) Options
  • Getting Started | Sign in by Email | Change Your Password
  • Getting Started | WEB | Main Menu and Dashboard
  • Getting Started | WEB | Fields
  • Getting Started | WEB | Set Fields for Workflow Dropdown Options
  • Getting Started | Field Groups
  • Getting Started | Understanding Fields and Field Options

SpyderFlow Mobile App Guide

24
  • Mobile App | About
  • Mobile App | Android | Install SpyderFlow
  • Mobile App | Apple (IOS) | Install SpyderFlow
  • Mobile App | Mobile Interface Refresh
  • Mobile App | Sign in Options
  • Mobile App | First Sign in | Choose Region
  • Mobile App | Home Screen
  • Mobile App | User Profile
  • Mobile App | Change Subscriber
  • Mobile App | Overall Search
  • Mobile App | Camera | Watermark on Photos
  • Mobile App | Requests
  • Mobile App | Quote
  • Mobile App | Scope
  • Mobile App | Work Order
  • Mobile App | Purchase Order
  • Mobile App | Calendar
  • Mobile App | Property
  • Mobile App | Asset
  • Mobile App | Contractor
  • Mobile App | Client
  • Mobile App | Attachments
  • Mobile App | Codes | Scan
  • Mobile App | Codes | Generate

FAQs

7
  • FAQs | Invitation Issues and Resolutions
  • FAQs | Forgotten Username
  • FAQs | Forgot your Password
  • FAQs | Expired Invitation links
  • FAQs | Sensitive Information Protection
  • FAQs | Plan Markers | Assets and Properties
  • FAQs | The Link: Purchase and Work Orders

Troubleshooting Errors

2
  • Troubleshooting Errors | No-Reply SpyderFlow Email Update
  • Troubleshooting Errors | Authorisation | B2C Sign in Errors

The Dashboard

9
  • The Dashboard | WEB | View By
  • The Dashboard | WEB | Asset and Property Widgets
  • The Dashboard | WEB | Appearance
  • The Dashboard | WEB | Widgets
  • The Dashboard | WEB | Widgets Refresh Settings
  • The Dashboard | WEB | Payable Invoices Widget
  • The Dashboard | WEB | Map Widget
  • The Dashboard | WEB | Interface Events Widget
  • The Dashboard | WEB | Receivable Invoices

Service Requests

11
  • Service Requests | WEB | Flow Items
  • Service Requests | WEB | Overview
  • Service Request | WEB | Create New (Subscriber User)
  • Service Request | WEB | Create New (As a Client)
  • Service Requests | WEB | Requests
  • Service Requests | WEB | Details
  • Service Requests | WEB | Contacts
  • Service Requests | WEB | Related
  • Service Requests | WEB | Invoices
  • Service Requests | WEB | Notes
  • Service Request | WEB | Attachments

Scopes

6
  • Scopes | WEB | Overview
  • Scopes | WEB | Status
  • Scopes | WEB | List of Scopes
  • Scopes | WEB | Create New Scope 
  • Scopes | WEB | Add to Scheduler
  • Scopes | WEB | Flow to a Quote

Quotes

9
  • Quotes | Overview
  • Quotes | List of Quotes
  • Quotes | Create New Quote
  • Quotes | WEB | Add Items, Pricing, Contacts
  • Quotes | WEB | Related Tab
  • Quotes | WEB | Attachments and Activity Tabs
  • Quotes | WEB| Statuses
  • Quotes | Bulk Actions
  • Quotes | WEB | Invoices

Work Orders

11
  • Work Orders | WEB | Overview
  • Work Orders | WEB | Status
  • Work Orders | WEB | Create New Work Orders
  • Work Orders | WEB | Item of Work Process
  • Work Orders | WEB | Add Items
  • Work Orders | WEB | List of Work Orders
  • Work Orders | WEB | Variations
  • Work Orders | WEB | Attachable Forms
  • Work Orders | WEB | Flow from a Scope
  • Work Orders | WEB | Flow from a Quote
  • Work Orders | WEB | Flow to Invoices

Purchase Orders

8
  • Purchase Orders | WEB | Notes
  • Purchase Orders | Overview
  • Purchase Orders | WEB| Flow to Invoices
  • Purchase Orders | Inside a Purchase Order
  • Purchase Orders | Status
  • Purchase Orders | Locations
  • Purchase Orders | WEB | List of Purchase Orders
  • Purchase Orders | WEB | Work Order

Schedules

6
  • Schedules | WEB | An Overview
  • Schedules | WEB | Dashboard Widget
  • Schedules | WEB | Create New
  • Schedules | WEB | Add Recurrences and Links
  • Schedules | WEB | Bulk Actions
  • Schedules | WEB | Export

Invoices

9
  • Invoices | WEB | Receivables
  • Invoices | Overview and Subscriber User Roles
  • Invoices | Allow Manual Payments
  • Invoices | Send Invoices SpyderFlow
  • Invoices | Add Asset Name
  • Invoices | Edit Client Email
  • Invoices | Financial Settings
  • Invoices | Automate Invoice Creation Orders
  • Invoices | Payable | ‘Paid’ Option Greyed Out

Assets

15
  • Assets | WEB | Overview
  • Assets | WEB | List of Assets
  • Assets | WEB | Parenting Assets
  • Assets | WEB | Create New
  • Assets | WEB | Details
  • Assets | WEB | Codes
  • Assets | WEB | Location
  • Assets | WEB | Plans
  • Assets | WEB | Plan Markers
  • Assets | Codes | Assign and Scan
  • Assets | WEB | Print QR Codes
  • Assets| WEB | Contacts
  • Assets | WEB | Work History
  • Assets | WEB | Invoices
  • Assets | WEB | Notes

Properties

9
  • Properties | WEB | Overview
  • Properties | WEB | List of Properties
  • Properties | WEB | Create New
  • Properties | WEB | Details
  • Properties | WEB | Plans
  • Properties | WEB | Plan Markers
  • Properties | WEB | Contacts
  • Properties | WEB | Property Assets
  • Properties | WEB | Work History

Calendar

17
  • About The Calendar
  • Web | Calendar Features
  • Web | Filter
  • Web | Search
  • Web | Event Type Configuration
  • Web | Create an Event
  • Web | Edit an Event
  • Web | Delete an Event
  • Web | Work Activities
  • Web | Asset, Property, and Work Activity Calendars
  • Mobile | Calendar Features
  • Mobile | Filter
  • Mobile | Search
  • Mobile | Create an Event
  • Mobile | Edit an Event
  • Mobile | Delete an Event
  • Mobile | Work Activities

Contacts

1
  • Contacts | WEB | Overview

Clients

2
  • Clients | WEB | Overview
  • Clients | Accept Sign Up Invitation

Contractors

9
  • Contractors | WEB | Overview
  • Contractors | WEB | List of Contractors
  • Contractors | Settings | Create a New Contractor Record
  • Contractors | Subscriber | Add Contractor User
  • Contractor | WEB | Access and Work Flows
  • Contractors | WEB | Contractor Approvals Widget
  • Contractors | Approval Process | Contractors and Workers
  • Contractor | WEB | Contractor Workers Overview
  • Contractors | WEB | Create New Contractor Worker

Employees

7
  • Employees | WEB | User Roles Overview
  • Employees | Web | Information and RLS
  • Employees | WEB | List Of Employees
  • Employees | WEB | Create New User Roles
  • Employees | WEB | Create New Employee
  • Employees | WEB | Link to User Role
  • Employees | WEB | Multiple User Groups

Suppliers

1
  • Suppliers | WEB | Overview

Rates

6
  • Rates | WEB | Rate Groups and Availability
  • Rates | Rate Groups |+Create New
  • Rates | Rate Groups | Items – List of
  • Rates | Rate Groups | New Items and Linked Requests
  • Rates | Requests | List of Requests
  • Rates | Requests | +Create New

Settings

8
  • Settings | WEB | An Overview
  • Settings | WEB | Companies
  • Settings | WEB | Areas
  • Settings | WEB | Projects
  • Settings | WEB | Field Groups, Field Options
  • Settings | WEB | Field Options Overview
  • Settings | Fields | Create New
  • Settings | Fields | Bulk Actions

System Interface

5
  • System Interface | WEB | Incoming Events
  • System Interface | Outgoing Events
  • System Interface | Integration Modules
  • System Interface | Integration Modules | Create New
  • System Interface | Upload Integration Data

User Account Administration

19
  • User Account Administration | My Profile
  • User Account Administration | Role-Based Access Control (RBAC)
  • User Account Administration | Record-Level Security (RLS)
  • User Account Administration | User Roles and Permissions
  • User Account Administration | Main Subscription User
  • User Account Administration | Subscriber User Roles
  • Subscriber User Roles | Invite a New User
  • User Account Administration | Link User Role to Employee
  • User Account Administration | The System Administrator
  • Subscriber Role | Manager
  • Subscriber User | Finance Role
  • Subscriber User | Review and Approve Role
  • Subscriber User | Asset and Scheduler Role
  • Subscriber User | Create and Update Role
  • External Users | Invite to Your SpyderFlow System
  • External Users | Client Standard Role
  • Subscriber and External | Check User Status
  • Subscriber and External Roles | Edit User
  • Subscriber and External | Disable User Account

Profile Subscription Settings

2
  • Subscription Settings | User Access – Multiple subscriptions
  • Subscription Settings | Change Subscription

Subscriber Settings

8
  • Subscriber Settings | Overview and Details Tab
  • Subscriber Settings | Region Tab
  • Subscriber Settings | Workflow Tab
  • Subscriber Settings | Allow Generate QR Codes
  • Subscriber Settings | Communications Tab
  • Subscriber Settings | Financial Tab
  • Subscriber Settings | Security Tab
  • Subscriber Settings | Activity Tab

Customisation | Columns

4
  • Customisation | Columns | WEB | More Options
  • Customisation | Columns | Helpful Information
  • Customisation | Select List | Show or Hide Columns
  • Customisation | List Pages | Resize Columns

Custom Connection | Xero to SpyderFlow

14
  • Custom Connection | Xero | Overview
  • Custom Connection | Xero | Handy Hints
  • Custom Connection | Xero Settings
  • Custom Connection | Xero | Purchase Subscription
  • Custom Connection | Xero | Add a New App
  • Custom Connection | Xero | Select Accounting Scopes
  • Custom Connection | Xero | Send Authorisation Email
  • Custom Connection | Xero | Accept Email
  • Custom Connection | Xero | Client ID and Secret Key
  • Custom Connection | SpyderFlow | Financial settings
  • Custom Connection | Add Webhook URL to Xero
  • Custom Connection | Connected to Xero
  • Custom Connection | Map Tax Codes
  • Custom Connection | Xero to SpyderFlow | Tracking Categories

Multi-Factor Authentication MFA

9
  • Multi-factor Authentication | MFA | Overview
  • Multi-Factor Authentication MFA | WEB vs Mobile App
  • Multi-Factor Authentication MFA | First Time | Sign up by Email
  • Multi-Factor Authentication MFA | Verification code Options
  • Multi-Factor Authentication MFA | Verification Code to Phone
  • Multi-Factor Authentication MFA | Verification Code to Email
  • Multi-Factor Authentication MFA | Add MFA Phone Option to My Profile
  • Multi-Factor Authentication MFA | No MFA Phone Number added
  • Multi-Factor Authentication MFA | System Admin | Add MFA Phone Option to Users

Release Notes

20
  • RELEASE 2026-1
  • RELEASE 2025-4
  • RELEASE 2025-3
  • RELEASE 2025-2
  • RELEASE 2025-1
  • RELEASE 2024-8
  • RELEASE 2024-7
  • RELEASE 2024-6
  • RELEASE 2024-5
  • RELEASE 2024-4
  • RELEASE 2024-3
  • RELEASE 2024-2
  • RELEASE 2024-1
  • RELEASE 2023-5
  • RELEASE 2023-4
  • RELEASE 2023-3
  • RELEASE 2023-2
  • RELEASE 2023-1
  • RELEASE 2022-2
  • RELEASE 2022-1

Reports

2
  • Reports | WEB | Assets and Properties
  • Reports | WEB | Overview

Account Admin

5
  • Account Admin | WEB | Employee | Assign to User Group
  • Account Admin | System Admin or Manager | Overview
  • Account Admin | WEB | User Groups | Security
  • Account Admin | WEB | System Admin | Set User Groups
  • Account Admin | WEB | System Admin | Enable RLS

Companies

6
  • Companies | WEB | Overview
  • Companies | WEB | List of Companies
  • Companies | WEB | +Create New
  • Companies | WEB | Financial tab
  • Companies | WEB | Related Tab
  • Companies | WEB | Activity Tab

SpyderFlow Manuals

4
  • SpyderFlow Manuals | Watermark on Photos
  • SpyderFlow | How to Guide for Mobile App
  • SpyderFlow | Contractor Training Summary
  • SpyderFlow | Contractor Manual
  • Home
  • SpyderFlow Knowledge Base
  • Release Notes
  • RELEASE 2025-3
View Categories

RELEASE 2025-3

  September 2025


New Features

Attachable Forms – Supporting flexible data capture

This feature allows SpyderFlow users to attach custom forms to a single business object record, enabling richer and more flexible data capture. Form questions are defined by the Customer, with initial setup and availability in the system provided by SpyderTech as a service. By supporting varied use cases, workflows, and compliance requirements, this capability ensures that records can be tailored to the unique operational and regulatory needs of each Subscriber.

 

Asset and Property Reports – Giving insight into Asset and Property Performance

We’ve expanded SpyderFlow’s reporting and dashboard capabilities to deliver deeper insights across both the Asset and Property modules. These updates provide at-a-glance visibility into financial health, risk, lifecycle, and warranty status, helping organisations make more informed decisions and stay on top of compliance.

New Reports (Assets & Properties):

    • Financial Health

    • High Risk Items

    • Lifecycle Planning

    • Warranty & Lifecycle Management

New Dashboard Widgets (Assets & Properties):

    • Warranty Expiry

    • Lifecycle Stage

These reports and widgets are generic and pre-configured, available to all subscribers using the Asset or Property modules. They surface live insights into health, risk, and lifecycle performance, while supporting compliance and operational planning.

 

Mobile UI Refresh – Delivering Consistent, Smart, and Modern Layouts

We’ve delivered a major refresh of the SpyderFlow mobile app interface to improve visual consistency, usability, and performance across all screens. This initiative modernises the overall look and feel, aligns with current mobile UI best practices, and enhances clarity for faster, more intuitive interactions.

Key improvements include:

  • Floating Action Button (FAB): A single, familiar access point for record-level actions, reducing clutter and improving discoverability.

  • Card-Based Layouts: The Details tab and other forms now use a clean, card design pattern for better readability, reduced cognitive load, and improved information grouping.

  • Focus Screen Pattern: Item forms and review modes have been updated with a simplified focus layout, ensuring users can complete tasks with fewer distractions.

  • Visual & Interaction Enhancements: Streamlined layouts, refined spacing, improved formatting, and consistent design patterns for a polished and professional mobile experience.

These updates result in a smarter, faster, and more user-friendly mobile app, making it easier for teams to complete tasks efficiently, with improved accuracy and confidence.


Improvements

Global

  • Added “Get Flag Alerts” to controllers
  • Added “Rejected” note & attachment status
  • Added ability to restrict login access during downtime
  • Added support for mandatory data filtering and updated handling of item data filtering
  • Assets – New API call to search by QR code / barcode
  • Assets – Updated validations to make address, suburb, state, postcode, country mandatory
  • Calendar – Flags now display in alphabetical order
  • Created and integrated ACS SMS service to send SMS
  • QR Code – Enabled QR/Barcode fields and endpoints for Property entities
  • Renamed Project to Category
  • RLS – Blocked contractors and clients from seeing non-approved invoices
  • Webapp/API URL now stored in configuration settings

Web

  • Added “Area” column to all list views
  • Added schedule-related columns to List of POs
  • Calendar – Added options under View by Resource
    • Linked Asset – Only Assets that have associated calendar items in the current view (week, month) should be shown.
    • Linked Property – Only Properties that have associated calendar items in the current view (week, month) should be shown.
    • Linked Employee – Only Employees that have associated calendar items in the current view (week, month) should be shown.
  • Calendar – List view improvements
    • Renamed to DAY
    • Limited to showing only a days worth of information at a time
    • Instead of colour filling the row, now using a coloured dot at the start
    • Only showing the reference number once when the entry is a Work Activity
    • Coloured dot size is now consistent
  • External User – Fixed attachment file delete issue
  • Items – “Variable Price” field is now read-only
  • Lists – Added Reference and Default Reference # columns
  • Properties | List Page | Bulk Action – Added Print and Print QR Code actions
  • QR Code – Display and edit QR/Barcode for Properties
  • Schedules – Date fields now overwrite correctly when changing priority in edit mode
  • System Interface – Support added for bulk item price entry
  • Updated font colour on CTAs for readability
  • Users – Enabled user export from UI

Mobile

  • Asset Data Template – Added ability to remove a single-entry field set
  • Assets – Invalid access now reported when searching by QR code / barcode
  • Increased viewport for smaller screen sizes
  • Properties – Display and edit QR/Barcode for Properties
  • Scanner – Updated design for “No Matches Found” message
  • Search field for Problem & Location now highlighted

Bug Fixes

  • 41 bugs resolved

Support

For help and support email [email protected]

Updated on 4 September 25
Table of Contents
  • New Features
    • Attachable Forms - Supporting flexible data capture
    • Asset and Property Reports - Giving insight into Asset and Property Performance
    • Mobile UI Refresh - Delivering Consistent, Smart, and Modern Layouts
  • Improvements
    • Global
    • Web
    • Mobile
  • Bug Fixes
  • Support

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