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Templates of any kind are a huge time saver. We now allow you to save a Project as a Template (Project > Details > Project Configuration). When creating a new Project, you will now see the option to “Use Project Template”. This allows you to choose to copy over the Estimate, Forms, Configuration, Schedule, Files, Invoices, Contacts, SOV, Folders, Permits, PO’s and To Do’s.
If the item added to an Estimate is different than the price of the item within the Cost Items Database, a flag will appear alerting you of the difference so that you can adjust if needed.
If a message is sent from the client within the Client Portal or sent by the Project Manager to the client, an email notification will be sent if the message has not been read within five minutes.
When you submit an Estimate to your client, hovering over the newly added mail icon will show the submitted date/time. Once your client opens the Estimate, it will show the date they opened it. This helps you know if they have reviewed it or may have missed it.
When you add a Time & Material item to an Invoice, you will now have the option to check an “Include Attachments” checkbox. If checked, the attachments associated with the record (such as a picture of a receipt associated with an Expense or a scanned copy of a Bill) will be copied into the Invoice. Additional T&M improvements are coming very soon including the ability to markup individual items and grouping labor by employee/date/cost code.
If enabled within Settings > Default, images taken using the Camera feature within Contractor Foreman will also be saved to the device used to take the photo. This is great for having a backup.
Schedule of Values items that have been invoiced at 100% can now be added to the invoice. This is great for helping your customer see what they have already paid for and what remains.
New permissions have been added within ‘Settings > Roles’ for each of these tabs within the Project module. This allows you to restrict your users from accessing the ‘Menu > Schedule’ or ‘Menu > Calendar’ while still allowing them to see the data from within the Project they are allowed to work within.
You can now associate the same email address to multiple directory contacts. This is great for situations where a customer has multiple locations but they use the same email.
When your crew clocks into a Project, they will also be able to see the project address and open a map without the need to get it from the Directory.
A filter has been added that allows you to search for contacts based on the Scope of Services provided. Easily see a list of all companies in your directory that provide Drywall and Painting service.
The URL field within a contacts Directory listing is now a clickable link.
Any safety meetings associated with the same day and project will now appear within a Daily Log.
Many new currency options have been added. Settings > Financial Settings.