General
• New Equipment Tracking module available that tracks equipment and vehicle
information and costs.
• Added employee screen for all modules. Track
employees, work schedule and training/certifications.
• Added new To Do list
features. Added ID, status, priority, responsible party, resolution date, and
notes.
• Increased security with option to require user id in addition to
password to sign into the program.
• Added email support for TLS connection
type to enable emailing through Office 365 or Gmail.
• Added ability to add
multiple insurance policies to companies and to the company insurance report.
• Added option to add notary information to contacts and to copy project notary
info from contact info.
• Added document folder setting on project to use as
default folder when creating/selecting external files.
• Changed customer
drop-down list on general info tab to put inactive companies at the bottom of
the list.
• Added option to sworn statement to show columns for original
contract and change order amount.
• Fixed issue with sworn statement
including contracts & change orders that were after the period to date.
•
Changed company drop-down lists on project screen to put inactive companies at
the bottom of the list.
Contractor Billing
(if you don't have this module, you can add it! Click
Here for more information)
• Added new Job Costing option. Enter estimated and actual costs. Several job
costing reports.
• Several billing change order improvements:
- Added
option to add a suffix to the billing change order number, e.g., “1-Revised” or
“1a”.
- Added option to enter sales tax and other costs (new costs tab). Also
new items and costs listing.
- Added option to send the change order or work
order via email.
• Added an option to print an item code instead of the line
# on the schedule of values and pay app.
• Added a ”revised” option to add a
suffix to payment application number, e.g., “1-Rev” or “1a”.
• Added a field
to print a message below the amount due on the payment app (if not using sales
tax).
• Added option to create a template from schedule of values including
page break and totals fields.
• Added electronic signature to notary
information and billing plain paper payment applications.
• Added an option
to print an invoice number on the payment application.
• Added option to bill
all items at once using an overall percent complete to apply to all items.
•
Added option to bill items on payment app using latest daily report figures for
percent complete.
• Changed billing change order summary report to add
project manager column and filter by type option.
• Added notary info button
to pay apps print screen to make it easier to change notary info while printing.
• Added option to print either the application date or the current date as the
signatory date.
• Added change order reconciliation report to schedule of
values reports to find discrepancies.
• Added the option to print a notary
electronic signature on waivers and releases.
• Added option to copy notary
information from project, preferences or contacts into waivers and releases.
• Added option to include notes and approved by signature box on billing change
order work order report.
Certified Payroll Tracking
(if you don't have this module, you can add it!
Click
Here
for more information)
• Improvements to QuickBooks integration to reduce project list refresh time &
improve error resolution.
• Changed reports to allow multiple time card
entries with the same project/work class (manual entry only).
• Utilization
report usability improvements. Defaults can be set at company and project level.
• More options on analysis reports to include project id, sort by id or
description, and filter by status.
• Added option to analysis reports to show
RT and ST hours and amounts separately (not combined).
• Certified payroll
report updates (WH-347, CA DOT, IL DOT, IL DOL, NJ EDA, NJ DOL, NY Dormitory
Authority, OH PFC, MA, MO, OR, RI, NV).
• Added ability to create WA
Department of Labor and Industries certified payroll XML upload file.
• CA
DIR XML file improvements. Added option for fringe benefits to use hourly rates
or weekly totals.
• Added listing reports including summary/detail project
lists with last report date and last timecard date.
• Added termination date
and reason terminated to employee screen and employee detail report.
• Added
feature to print multiple payroll report types for the same project at the same
time.
• Changed QuickBooks payroll items form to add sorting and filtering
options to improve manageability.
• Changed company drop-down lists on
project screen to put inactive companies at the bottom of the list.
• Added
hide inactive option to project wages rates screen to not show rates for
inactive work classes.
• Includes latest tax table and updates for one year
to remain current on the report formats and tax tables.
Communications
(if you don't have this module, you can add it!
Click Here for more information)
• Added Warranty Log and Notices forms/reports/logs/word templates.
• Added
the ability to create submittals from all or selected billing schedule of values
line items.
• New continuous option for RFIs, Notices, Transmittals,
Submittal Log, Daily Reports, Material List and Punch Lists to print the
signature at the end of the document instead of at the bottom of each page.
•
Added an option to print a signature line on the Drawings, Material List and
Punch List reports.
• Can now edit start date, duration, and end date on
schedule list form without editing details on task.
• Added option to add a
suffix to the telephone log number to indicate revisions.
• Added a
conversation tab to telephone log to capture conversation notes in addition to
internal notes.
• Added SOV tab to Daily Reports form and added to report to
indicate percent complete for billing items.
• Added transmittal number
suffix field to Transmittal screen and reports.
• Added item number and
prepared by fields to submittals forms and reports.
• Added option to set
default description text for submittal other items check boxes.
• Added an
option to print the Request area on an RFI answer report.
• Added an option
to make second signature line on proposals optional.
• Added a new proposal
type of “Invoice” to print a simple invoice from the proposals screen.
•
Added a continuous report type option to the telephone log to place the
signature (if used) on last page.
Contract Documents
(if you don't have this module, you can add it!
Click
Here for more information)
• Added a Work Order tab and report to proposals. Also added option for third
signature line.
• Added an option to add a suffix to the contract change
order number, e.g., “1-Revised” or “1a”.
• Added the option to print a notary
electronic signature on waivers and releases.
• Added option to copy notary
information from project, preferences or contacts into waivers and releases.
• Added option to include notes and approved by signature box on contract change
order work order.
• Added a new proposal type of “Invoice” to print a simple
invoice from the proposals screen.
Estimating
(if you don't have this module, you can add it!
Click
Here for more information)
• Added new manual resizing option to allow specifying font size of details
datasheets.
• New manual resizing option saves column widths and row height
so you can resize columns.
• Fixed problem with new line characters in
estimating default settings for submitted to field.
• Made adjustments to
reduce form distortion and improve readability when using auto-resize option.