Build Notes 2.1.104
Posted on Monday, November 4th, 2024
Additions
– Introducing schedule templates! You now have more flexibility than ever when scheduling projects. You can now create schedule templates, which only template and apply the tasks and timelines of a project. You can still create and apply project templates if you want to template all the project details (i.e. project type, lead source, project tags, etc…)
– Templates can be created from the project timeline and can be viewed from the drop-down in the top right of the projects page.
– In addition, you can now update permissions for applying and creating both schedule templates and project templates.
Remodeled
– Estimate template and estimate section template selectors have been updated. This provides more clarity into the template amounts and details of the estimate template being applied.
Repaired
– Performance improvements when syncing payments between QuickBooks Online and Projul.
– Invoices that are not fully paid display in the “waiting for payment” filter on the invoice screen as expected.
– When the pay period type is “every other week,” the two-week period is maintained according to the selected start date when you set up payroll settings initially.
– Performance improvements for scheduled auto-syncs that happen overnight from Projul to QuickBooks.
– The “Use this filter until Projul is closed” functions as expected when using the project status filters on the estimate page. Filters are saved when navigating back to the page after leaving.
– Performance improvements when using the project slide functionality on the project timelines.
– General improvements made to files remaining associated with projects. When projects are archived, files remain associated with the projects when viewing the file screen.
Build Notes 2.1.103
Posted on Monday, October 28th, 2024
Additions
Exciting Update to Automated Reminders! You can now edit and customize the email messages that are sent as automated client reminders. This allows for better personalization and an improved customer experience, all while automating your follow-ups!
Repaired
– If a notification is sent to the alert center and only the company name is used on the associated project, the company name displays in the alert as expected.
– If an estimate value is negative and the estimate is converted to an invoice, the invoice will display as negative as well.
– Selecting a task icon on an iPad functions as expected with all icons displaying as expected.
– Adding a negative cost line to the budget/job costing page functions as expected.
Build Notes 2.1.101
Posted on Monday, October 21st, 2024
Remodeled
– To help maintain cleaner, more accurate data, when a project is deleted, a new pop-up will display to allow you to choose what happens to the other connected documents, tasks, etc… You can either choose to delete everything connected to the project or remove documents from the project when it is deleted.
Repaired
– The QuickBooks sync icon does not display on a payment that cannot yet be synced. When the payment is processed, the sync icon will appear or the payment will be auto-synced as expected.
– When there is no estimate created for a project lead, the “no estimated revenue” option on the lead card displays as expected for users with permission to view estimates.
– Time logs on the time card display in chronological order, not the order they were created as expected. If time is manually added it is organized in the proper order.
– When filters are selected on the invoice and estimate pages, and you navigate to a new page, the filters persist. Display improvements were also made to the filter selector.
– Downloading the cost breakdown PDF on the mobile app formats the document as expected.
– Display improvements when selecting an employee for a task on iPads, the employee selector box is not cut off.
– When clients open the push notification automated reminders for estimates and invoice due dates, on the mobile app, they are directed to the connected invoice or estimate portal link.
– Display improvements to ensure the “remove in change order” option on an estimate is visible on all-sized phone screens on the mobile app.
– Opening a new screen using the navigation bar on the mobile app closes the navigation bar after the selection has been made.
– Performance improvements made when clients send photos using the client portal messaging channel.
– Looking up the invoice totals from the sync status page displays the correct invoice totals as expected.
– Only 2 decimal places on any dollar values are displayed as expected.
– The editor for updating cost items on the estimate page displays as expected.
– Labor lines removed in a change order so not get converted to tasks when the “convert labor items to task” option is selected.
Build Notes 2.1.100
Posted on Monday, October 14th, 2024
Remodeled
– If a user does not have permission to view estimates, but does have access to the lead pipeline, the “estimated revenue” field on each lead card is not visible.
– Performance improvements made for photos that have been added to a text editor field (like project notes). The backend saving behavior has been updated to improve load times, and overall app performance.
– Update to the “connection lost” banner. To better communicate internet connection issues, a new orange banner will display when the device using Projul has lost connection to the internet.
Repaired
– When filtering by project type on any of the project pages, project templates do not display in the filter as expected.
– When selecting who pays the processing fees in the invoice editor, clicking on the same or the button will change the selection. The area around the test will no longer change the selection made as expected.
– Discounting an estimate before tax has been applied, then creating invoices from the estimate calculates the remaining balances as expected. After the full invoice total has been paid there is no remaining balance displayed as expected.
– Performance improvements and faster upload times when uploading multiple photos from an iPhone camera roll to a task using the mobile app.
– When users clock out on the mobile app, the user shows as clocked out on the web app. Improvements made to data syncing between multiple devices.
– Schedule changes made across multiple accounts and synced in real-time across all users.
– Display improvements when hovering over the time tracking option on the sidebar. The expanded pop-up displays the same as the other menu popups.
– Performance improvements to QuickBooks Online auto sync. When syncing multiple items, they do not get stuck in the queue but rather sync as expected.
– When an estimate line item is measured by “hours” each of the labor items on the job costing page shows the estimated hours, even if no time has been scheduled for that specific item.
– When a section template has a long name, the 3-dot menu to edit that template displays as expected.
– When an estimate has been approved, the automated client reminder email to approve the estimate is not sent.
– Pay period date range settings display as expected when in payroll mode. Correct date ranges based on payroll timing settings are displayed as expected.
– Estimate templates using margin instead of markup are calculated as positive margins as expected.
The lead report on the report page opens as expected.
– Cancellation reasons on canceled projects are saved as expected and displayed on the project export .csv file.
Build Notes 2.1.93
Posted on Monday, Sep 30th, 2024
Remodeled
– The “Help Us Help You” form is now the “Contact Support” form and it has been moved from the bottom of the app to the navigation sidebar. This ensures that no controls are covered especially on mobile and will also make it easier to navigate in the app regardless of where you are inside Projul.
Repaired
– “Price for customer” is displaying as expected on the client preview of an estimate.
– The pre-saved markup for estimate and section templates functions as expected when applied to a new estimate.
– Editing an employee’s details saves and updates the changes as expected.
– Opening an invoice from the item sync status page displays the invoice as expected.
– The “edit” button in the QB sync dropdown for editing employees should be hidden if the user does not have permission to edit employees. This applies not only to employees but to all types of entities that can sync to QB and have permission controls.
– Clocking time to a labor task that was removed by a change order still displays the clocked time to the project budget allowing for accurate job costing of the project.
Build Notes 2.1.92
Posted on Monday, Sep 23rd, 2024
Additions
– Negative line items are now available! In the event you need to show the customer a negative value on an estimate line item or change order, you can use negative numbers to subtract from the value of the project, without needing to add a discount.
– Updates to the estimate footer. You can now see markup and margin for labor and material, as well as the whole project. You can toggle this visibility off in the estimate section of the company settings. This gives easy visibility into the markup and margin for your projects.
– Replacing the old “minimum markup”, you can now set a minimum margin warning. To prevent jobs from being underbid or miscalculated, the margin warning helps project profits even for new estimators.
– When calculating line items on an estimate, you can choose to set a markup or a margin on the line item. Markup calculates an increase in the cost ($100 cost + 100% markup = $200 price), while margin calculates the increase in profit ($100 cost + 50% margin = $200 price).
Remodeled
– Changing the “customer price” field on an estimate when a cost is already known will update the markup rather than the company cost. This will allow you to add profit to a project without affecting your hard company costs.
– On an invoice, you can now add the markup or margin to additional line items added to the invoice. This is helpful when creating an invoice without an estimate and you still want to capture markup/margin vs. hard cost.
– On the job budget, you can see a breakdown of the discounts provided on a project. Instead of one line item on the budget for discounts, you can now see an itemized list of discounts for clear and detailed pricing.
– When creating estimates or invoices on the mobile app, a +/- option is available on the keyboard to support negative line items being added.
– When invoicing as a percentage of an entire estimate, instead of an equal dollar amount being applied to each line item of the invoice, now an equal percentage is applied. For example, 25% of the entire estimate means that 25% of each line item is being charged.
Repaired
– The “Add another invoice” option from the invoice card is functioning as expected, with invoices associated with the selected project.
– Estimate sections without names are not included beneath other sections of the project budget but rather grouped together in the expected section.
– Closing an invoice editor does not warn of unsaved changes if the save button was hit previously.
– Opening the time logs page shows all time logs for the pay period without needing to refresh or navigate to a different pay period.
– Display improvements for long, cost item names on the budget screen. Item names do not overrun into the other budget fields.
– Closing the camera from the mobile app functions as expected.
– Invoice rounding improvements, when invoices show as fully paid, the remaining amount shows as zero with no extra cents added.
– Searching and selecting an employee from the task editor functions as expected.
– PDFs open in the browser PDF viewer instead of downloading to the device.
Build Notes 2.1.91
Posted on Monday, Sep 16th, 2024
Remodeled
– Performance updates to the backend process of uploading photos and files. This will lead to faster uploading for photos and files, and a more accurate upload progress bar.
– Adding an invoice to a project with no ID, prompts a pop-up to select a project ID and add documents to the project.
Repaired
– Creating a project from an estimate allows you to select which stage in the lead pipeline the project. The project lead status by default will be set to “to write” instead of “new”.
– Clearing a filter on the estimate page resets the dollar amount and count value after estimates within that filter are updated. (i.e marking an estimate as rejected removes it from the waiting filter).
– Filtering the estimate screen with the “on hold” status functions as expected.
– The graph on an estimate card updates as changes are made without needing to refresh the page.
– Invoice numbers greater than 4 are displayed on the invoice as expected.
– When the number generation setting is turned off, the pop-ups regarding project ID do not display as expected.
– When the “skip days off” setting is on, you can slide a project backward in the project timeline.
– The navigation sidebar closes when the estimate or invoice screen is open on the mobile app as expected.
Build Notes 2.1.90
Posted on Monday, Sep 9th, 2024
Repaired
– Several improvements when adding a project from the estimate or invoice screen, including:
- When a project is linked with an estimate, the option to unlink displays and once selected, the option to add a different project shows.
- When a project is saved and the selected project ID already exists, a warning message is displayed to help ensure no duplicates.
- When creating a project from an invoice, the new project matches the invoice ID instead of creating a different number.
– When cost lines are synced with QuickBooks, bullet points in the cost item description sync properly as expected and not as asterisks
– When a project has a client with no first and last name, a pop-up warning displays alerting you that there is blank client information.
– Selecting the project cover photo from the project editor, opens the image as expected.
– Task steps display in the correct order when a project template is applied.
Build Notes 2.1.89
Posted on Monday, Sep 2nd, 2024
Repaired
– Closing the editor after editing a material template from the QuickBooks sync menu functions as expected.
– The relevant tags display as filtering options when searching the name of a tag in the filter menu as expected.
– When the “Client can approve estimate after the expiration date” is toggled on, the published date for the estimate is not changed, so estimates are displayed in the reports tab with the expected date.
– Overdue estimates do not show in the “waiting for client approval” filter when filtering by estimate status on the screen. They display in the client approval overdue filter as expected.
– Filtering by an employee on the scheduler views shows all the tasks assigned to the selected employee as expected.
– When a project is deleted, associated invoices no longer display on the overdue invoice report as expected.
– Performance improvements when sliding a project schedule. When skipping days off, the selected days off are skipped as expected.
– Users with permission to delete photos, estimates, projects, and all other deletable fields can delete as expected.
– Payment due dates display correctly when the client views an invoice from their portal.
– Automatically generated numbers are unique on leads imported from the lead contact form.
– Performance improvements when syncing invoices to QuickBooks Online.
Build Notes 2.1.88
Posted on Monday, Aug 26th, 2024
Additions
– REFER AND EARN – Thank you for being a loyal Projul customer! We truly value your partnership and hope that Projul is helping your company succeed. Your satisfaction means the world to us, and now, you have the opportunity to share that success with others.
We’re excited to introduce our “Refer and Earn” program! When you refer a friend to Projul and they become a customer, both you and your friend will receive an Amazon.com gift card as a token of our appreciation. It’s easy—just fill out the referral form in your Projul account, and we’ll handle the rest. Your recommendation helps us grow, and we’re grateful for your continued support.
Repaired
– When a client has been imported from QuickBooks Online, estimates can be attached or created on the client record as expected.
– The minimum number field on an invoice now only takes number inputs which ensures invoices are created as expected.
– When editing a labor or material cost item from the invoice editor (add an additional line item, click the costs dropdown, click “edit” on a cost item), clicking out of the category (labor category or material category) field closes the dropdown, as it does in other locations where this editor opens.
– When selecting “Continue editing” when closing a project lead editor with no client info, does not close the editor as expected.
– Editing the client billing address updates the estimate display address on both the print preview and the client portal view as expected.
– Closing an estimate after changing the estimate title will prompt you to save before closing the estimate.
– Justifi ACH payments do not show one extra cent after a payment is recorded.
– Updating the project ID to change a change order number will update all associated and selected documents as expected.
– Performance improvements when syncing invoices to QuickBooks Online
– After setting up Payroll mode on the time log screen, the default for the screen will be payroll mode on.
– Clicking the enter key when in a text field of an estimate creates a new line, rather than opening account settings.
– Adding an estimate to a project with no number will create a new number if the project numbering setting is turned on.
– Searching for “project type” on the universal filter does not duplicate the project types as expected.
Build Notes 2.1.87
Posted on Monday, Aug 19th, 2024
Additions
– Big updates to the project numbering system. A new project numbering system has been implemented to help maintain clean data, update project numbers easier, and ensure no duplicates are created. Each project will now have a “Project ID”. That project ID will tie directly to the documents created for that project.
For example: If a Project ID is 1412, the project, estimate, invoice, and change orders will all use that project ID in the numbering system (i.e. E-1412).
When a project ID is changed, a new user interface has been added to make adjustments to all associated numbers and documents. This will make updating project numbers easier while ensuring no duplicates are created, keeping data consistent. Check out the interface below.
Remodeled
– If a client does not have a first and last name field, but rather a company name, the company name will be used in emails for automated reminders and other emails sent to the client.
– Updated font on estimates and invoices. This new font makes it easier for clients to read estimates, invoices, and change order totals at a quick glance.
Repaired
– Uploading files over 100MB in size to a project functions as expected.
– After logging in, navigating to the photos page, and opening a photo, clicking out of the image closes the photo as expected and the image does not get stuck on the screen.
– Pending invoices show the QuickBooks sync icon on the payments page as expected.
– Updating user permissions for a user on an Android device automatically updates the user’s account without needing to sign out and back in.
– Adding a subsection, and then turning a section into an assembly carries over the section quantity to the subsection quantity as expected.
– UI update making it easier to close an estimate print preview from a mobile device.
– Updating cost lines from the cost line template page saves the updates for future use. Updating costs in templates are also saving across all templates that the line items are used in.
– Creating a project from a project template creates a new and unique project number, rather than using the number from the templated project.
Build Notes 2.1.85
Posted on Monday, Aug 12th, 2024
Remodeled
– Exciting updates to automated client reminders! You no longer need to give client portal access to a client for them to receive automated reminders. When automated reminders are turned on in the company settings, any client will now receive the automated reminders you have set. Auto reminders can be sent for project start dates, estimate and invoice due date reminders, and upcoming estimate meetings. Check out the video in the previous post to see how to set up auto-reminders
*Annual Pro Plan Feature
– Updated font on estimates and invoices. This new font makes it easier for clients to read estimates, invoices, and change order totals at a quick glance.
Repaired
– Performance improvements when a client opens an estimate, invoice, or change order using the associated link. Loading when the app refreshes is an improved experience.
– Logging out of one account and into another account on the mobile app now ensures that notifications are sent for the account currently logged in.
– Performance improvements when uploading photos to estimates. Uploading multiple photos at one time functions as expected.
– Alerts in the alert center of the customer portal are counting correctly and the count decreases after notifications are viewed.
Build Notes 2.1.83
Posted on Monday, Aug 5th, 2024
Repaired
– When a text editor, like the estimate meeting notes field is open, the page will not refresh ensuring no notes are lost.
– When saving a PDF of an estimate on an iPad, the photos display on the print preview and PDF as expected.
– Editing and closing the name of an estimate template functions as expected.
– Performance improvements to the two-way tax sync between QuickBooks Online and Projul. When invoices have a selected tax rate in Projul and are synced to QuickBooks, the values of the invoices match, and taxes are displayed correctly.
– Performance improvements with the employee sync with QuickBooks Desktop. Employee’s name fields display as expected, as do email address fields.
Build Notes 2.1.82
Posted on Monday, July 29th, 2024
Additions:
New Syncing Functionality for Estimate Selections with QuickBooks Desktop
We are excited to introduce new functionality that enhances the syncing of estimate selections with QuickBooks Desktop. Here’s what you can expect with this update:
- Required Single Selection Sections:
- When syncing an estimate with a required single selection section containing three options, only the selected option will sync to QuickBooks Desktop.
- Invoices created from these estimates will also sync only the selected option.
- Disabling the selection will result in all cost lines in the section being synced.
- Re-enabling the required single selection will revert to syncing only the selected option.
- Optional Single Selection Sections:
- Estimates with optional single selection sections will sync only the selected option to QuickBooks Desktop.
- Invoices created from these estimates will sync only the selected option.
- Disabling the selection will result in all cost lines in the section being synced.
- Re-enabling the optional single selection will revert to syncing only the selected option.
- Optional Multiple Selection Sections:
- For estimates with optional multiple selection sections, only the selected options will sync to QuickBooks Desktop.
- Invoices created from these estimates will sync only the selected options.
- Disabling the selection will result in all cost lines in the section being synced.
- Re-enabling the optional multiple selection will revert to syncing only the selected options.
- Change Orders:
- Change orders with required single selection sections will sync only the selected option to QuickBooks Desktop.
- Invoices created from these change orders will sync only the selected option.
- Disabling the selection will result in all cost lines in the section being synced.
- Re-enabling the required single selection will revert to syncing only the selected option.
- Change orders with optional single selection sections will sync only the selected option to QuickBooks Desktop.
- Invoices created from these change orders will sync only the selected option.
- Disabling the selection will result in all cost lines in the section being synced.
- Re-enabling the optional single selection will revert to syncing only the selected option.
- Change orders with optional multiple selection sections will sync only the selected options to QuickBooks Desktop.
- Invoices created from these change orders will sync only the selected options.
- Disabling the selection will result in all cost lines in the section being synced.
- Re-enabling the optional multiple selection will revert to syncing only the selected options.
This new functionality ensures that your estimates and change orders are accurately reflected in QuickBooks Desktop, giving you greater control and flexibility over your project financials. Enjoy seamless and precise syncing with Projul!
Repaired
– When landing on the time logs page, by default the date picker contains the current date. If a user changes the date range and navigates away and back within the same session, the selected date is remembered. Toggling payroll mode on and off should also maintain the selected date range. However, if the date range is changed while not in payroll mode and then payroll mode is toggled, the dates should be changed to include at least the previous start date selected but be the span of a pay period (e.g. if my pay period is 1st & 15th and I change the dates in non-payroll mode to the 13th through the 20th, changing back to payroll mode should change the dates to the 1st through the 14th).
– If estimates are approved by the company, it brings that estimate document to the top of the estimate screen with the other approved estimates.
– The “no internet” banner that displays when a device using Projul does not have internet access displays at the top of the screen, even if another banner is being displayed as well.
– Once internet is connected to a device and pictures were taken with no internet connection, the affected photos are uploaded as expected.
– App navigation functions as expected after fully closing the mobile app and reopening.
– Performance improvements when navigating a cursor using the mobile app. Updating prices and other details of a cost line is made easier with accurate cursor tracking.
– Deleting a project from the projects page with an expanded project card functions as expected.
– Clocking out from the mobile app updates other devices in the company as expected.
Build Notes 2.1.81
Posted on Monday, July 22nd, 2024
Additions:
– Improved client communication! When a client approves a quote, they are sent an automated “thank you/confirmation email that the quote has been approved and signed. This new feature will help improve communication, clarity, and the overall client experience.
Repaired
– Tax values display as expected in the customer preview of an estimate after taxes are applied using an estimate template.
– Display improvements on the pricing of estimates with subsections. All prices (section and subsection prices) are now aligned in the price column of the customer preview and print preview of estimates.
– When a project’s start and end date are on the same day, display improvements have been made to easily identify today’s date, and the start and end dates.
– When an estimate is saved as a template and the estimate has change orders attached to it, the change orders are not saved as part of the template.
Build Notes 2.1.80
Posted on Monday, July 15th, 2024
Remodeled
– Updates to estimate selections (pro feature)! Including the following:
- When using a subsection for an estimate selection, you can now toggle the “item is visible” option for the line items within that subsection.
- You can now edit the “selection type” and the pre-selected items on a selection section template.
- The print preview on estimates does not display un-selected items on the estimate.
- When turning an estimate section into a selection from the 3-dot menu, the menu is not closed after toggling the selection on.
- If the “item is visible” toggle is turned off, the “photos are visible” and “quantity is visible” toggle is automatically turned off.
- If a selection section type changes, the previously selected items will remain selected by default.
- General display improvements when a client has approved an estimate with selections and views the estimate after approval.
- Line items that are part of an estimate selection now have the “quantity is visible” toggle available.
Repaired
– Adding a project to a time log from the time log page functions as expected.
– Performance improvements when scrolling in the search page. Pop-up menus scroll as expected.
– Notifications from Projul are sent on time regardless of daylight savings time zones.
– When the templates slide-out menu is open, the 3-dot menu on a cost line in an estimate gives you the edit and delete options as expected.
– Refunding payments in Justifi functions as expected.
– When editing a task in a project template, you can select parent and child events as expected from the last editor.
– Closing the full-screen view of a product image when editing a cost line template returns you to the image gallery as expected.
– Task notifications are sent for the proper day when the task is rescheduled to another day.
– When there are no line items on a change order and only a discount, you can mark the change order approved as expected.
– Subsection totals display as expected on an estimate when the subsection total display setting is toggled on.
– When using the estimate setting “Require tax on each estimate cost item,” when applying estimate section templates where line items are marked as “taxable,” apply the account’s default tax to those items.
– Syncing projects to QBD syncs the billing address, name, email address, and phone number as expected to the synced sub-customer.
Build Notes 2.1.79
Posted on Monday, July 8th, 2024
Additions
Automated Client Reminders are here!
– Enhance your client experience, and save tons of time with automated reminders. Notify customers through email and messages in the client portal of upcoming estimate meetings, project start dates, estimate follow-ups, and invoice reminders. With Projul’s automated reminders, it’s like you have another team member in the office keeping your clients and leads engaged throughout the lifecycle of a project! Access this new feature from the notification section in the company settings.
* Available in Projul Pro annual plan.
Remodeled
– For improved clarity, a new scrolling user interface has been added to the archive user pop-up. This will make it easier to see all employees archived, especially when the number of archived employees exceeds what fits on the pop-up initially.
Repaired
– Performance improvements when syncing customers from QuickBooks Online into Projul. All customers are syncing as expected.
– When projects have the same start and end date, all scheduling views display the start and end dates as expected.
– Projul Payment Center displays the correct credit card or ACH processing fee and adds it to the payment amount as expected.
– When an item is dragged into an estimate section and the section is saved as a template, the order of the line items saves as expected and is not changed.
– Performance improvements when clocking in from the mobile app.
– When you click an address from the calendar view, you have the option to select which maps app you would like your phone to open, either Google or Apple Maps.
– Assembly quantities display in the client preview of an estimate when the “quantity is visible” toggle is on.
– “Use this filter until Projul is closed” functions as expected.
– Overdue tasks display when creating a project template from an existing project.
– “time off” task types remain on the calendar visible to reference, even weeks in the future.
– Importing name and description from an estimate to an invoice functions as expected. Formatting, like line breaks, are applied to the invoice description field as they display on the estimate.
– Using arrow keys to navigate the text fields in project reports functions as expected.
– Filtering schedules by employees functions as expected. All recursive tasks display on the schedule when filtered.
– Clock-outs only occur when a user or user with permissions, clocks an employee out.
– If a user does not have access to view contractors, they will not be able to see the “contractors” drop-down as an option from the people page.
– Hovering over a deadline task type does not show a start and end time, but rather the time of the deadline.
– Multiple addresses are not displayed in the estimate editor on the address dropdown—just the entered customer address as expected.
– Performance improvements when loading the live map view.
– Editing the company logo functions as expected. You can add, remove, and change the logo from the company settings as expected.
– Discounts display on the client preview in a change order when there are no other line items added.
– The “company cost” of a line item displays as the retail cost of the item as well.
Build Notes 2.1.77
Posted on Monday, July 1st, 2024
Additions
– Additional customization is available in the lead pipeline! There is now a setting to choose to mark an estimate approved when a project is moved to the sold category. Edit this setting in the “estimates” section of the company settings.
Repaired
– Editing cost line item templates from the cost line page and deleting item categories remain deleted when saved. In addition, selecting a field with a drop-down option on a cost line, like “categories”, is now visible from the cost line editor page.
– When an estimate is approved/signed, this does not change which date the estimate’s count and value show under “Published Estimate Count” and “Published Estimate Total” respectively in the Estimates by Role report. Those continue to be based on the published/sent date. Approving only adds that estimate’s count and value to the “Approved Estimate Count” and “Approved Estimate Total” respectively when viewing the date the estimate was approved.
– Collapsed estimates and change orders do not need to be expanded to see the total amount on that document. Values display without needing to be opened.
– If a project complete date is manually added, that date displays on the profitability analysis report instead of the automatic date that is generated when marking a project complete.
– Changing an overdue invoice date to a future time past the due date removes the overdue badge.
– Workers only show once in the select workers drop-down of a task.
– When a sync is scheduled, the “sync selected” option still displays in the event a manual sync is needed.
– Export labor to tasks options display on estimates when labor items appear only in subsections of the estimate.
– Downloading the time log report from a mobile device saves the file as the correct file type, a .csv file.
– Creating an estimate from a template and marking the estimate as company-approved does not add a change order to the estimate as expected.
– Removing taxes from an invoice functions as expected.
– “Preview as client” at the bottom of the estimate editor displays when a change order is created.
– Adding a change order shows the previous estimate total and the new change order total at the bottom of the client preview.
– When a user is archived, a pop up tells the user their permissions are changed and then logs the user out.
– When an estimate is approved or rejected, a notification is sent to all users set up to receive such notifications.
Build Notes 2.1.75
Posted on Monday, June 24th, 2024
Repaired:
– Removing a cost line when you are editing an estimate works as expected. Changes are saved when estimate pages are refreshed.
– On the mobile app agenda view, the selected icon for the task displays as expected instead of the default hammer icon.
– Adding multiple addresses from the client editor functions as expected.
– Performance improvements when clocking in and out on the mobile app. Loading times improved when clocking out or in.
– The red banner at the top of the app does not display when reloading the app unless your internet connection is lost.
– Deleting cost lines from an estimate removes the cost line from the print preview as expected.
Build Notes 2.1.73
Posted on Monday, June 17th, 2024
Additions:
– Create proposals that sell by adding photos to individual line items. Provide added details and help your customers visualize their projects on the estimate. Attach one, or multiple photos or individual images from your device, or your Projul camera roll. See how to add photos to line items below.
*Available in any Projul plan
– Estimate selections are here! Sell more, and create estimates with greater flexibility and customization today! Allow customers to make specific choices while approving the estimate. Add optional items, required selections, and photos on individual line items. Managing customer selections is made easy in Projul. Check out the walkthrough video below.
*Available in Projul Pro annual plan.
– Projul is in the Zapier app marketplace! You can now integrate your lead generation with Projul through Zapier, allowing more flexibility and customization in your lead management process than ever before. Look out for more zapier events coming soon!
*Available in Projul Pro annual plan.
– You can now print photos along with the estimate documents. Photos are included when printing for clients who prefer paper estimate documents!
Repaired:
– The unpaid due invoices report does not show the invoices that were paid as expected.
– Tasks show in the scheduled order on the project timeline as expected.
– Adding hyperlinks to the project notes from the projects page functions as expected!
Build Notes 2.1.72
Posted on Monday, June 10th, 2024
Additions:
– Exciting updates for IOS and Mac users! When selecting an address inside Projul, you can now select which map you want to open: Apple Maps or Google Maps! Check out the quick video below.
Repaired:
– Photos and files upload and remain attached to the selected project when clicking the “attach file icon” as expected.
– The “Import name and description from estimate” feature functions as expected on an itemized invoice, and displays the subsection name from the estimate on the invoice.
– The “Lost connection” banner displays only when connection is lost on a mobile device as expected.
– The rich text editing icons display properly as a “sticky toolbar” at the bottom of the text field instead of jumping around the screen.
– Applying a discount calculates the total amount and displays it on the customer and print preview screens as expected.
– Adding a new discount to an estimate or a change order functions as expected.
Build Notes 2.1.70
Posted on Monday, June 3rd, 2024
Repaired:
– Leads Dashboard reports functioning as expected. Improved calculations on all reports to ensure accurate and actionable data.
– Improvements to the Justifi onboarding process including the ability to add multiple files, and remove files from the onboarding form.
– Users can select projects in the project list within a task editor if the user has permission to access projects.
– Performance improvements when adding a change order. Creating a change order auto scrolls to the top of the change order to make it easier to add without extra scrolling.
– Display improvements when adding a tag to an estimate, selecting a date range on time logs, and the Justifi onboarding display.
– Changing the projects view from active projects to project templates does not change the date range when changing back to the active project view.
– Performance improvements when opening estimates with multiple invoices created for that estimate. Estimate opens as expected when navigating from invoice to estimate.
– After editing and saving a photo, the entire gallery does not refresh to improve load times and performance. Only the edited photo is refreshed.
– Creating a new estimate or invoice brings the document to the top of the estimate card view when filtering by estimate/invoice date.
– Invoice editor opens after selecting “add an invoice” from the project page as expected.
Build Notes 2.1.66
Posted on Tuesday, May 28th, 2024
Additions
– Print functionality has been added to Projul Mobile! You can now print estimates, change orders, invoices, project reports, and anything else that can be printed from the Projul Web App
Remodeled:
– When multiple estimators are assigned to the same estimate, the estimate value only displays once in the “estimates by role” report. Now if multiple estimators are assigned to the same estimate, that will be reflected in the report.
– Improvements have been made to prevent duplicate payments/signatures to handle estimate and invoice documents when viewed from the customer end. Real-time updates are posted when documents are interacted with to display warnings and errors if a payment has already been made on the invoice.
– Updated Projul backend service to improve Projul’s Web App performance, reducing data processing times significantly. Additionally, our Projul now handles slow or offline connections more effectively.
Repaired:
– Clock-in/out option displays for users when proper permissions are applied.
– Improved import tool to identify duplicates if a customer import and project import is run and there are duplicate customers between the two.
– Creating a project from the invoice page adds the project to the sold status/active projects list as expected.
– Project financials display as expected when invoice permissions are applied.
– When a user is archived by another user and they are currently logged in, they will no longer have access to Projul effective the time of the archive.
– Editing a recursive event “this event only” updates the event for the selected day, not the first day of the event.
– Performance improvements when syncing change orders to QuickBooks Online.
– Project addresses display in the correct spot on the live map view as expected.
Build Notes 2.1.61
Posted on Monday, May 20th, 2024
Remodeled:
– When payments sync from QuickBooks into Projul, the payment center is updated with refreshed data, for more accurate and real-time information!
Repaired:
– Display improvements when scrolling on the search page. Search results are displayed as expected.
– Invoice line items appear on the client preview in the same order they are in when editing the invoice.
– When filtering by a date range in the cash receipts journal, the correct payments display as expected.
– Start dates on tasks in different time zones displaying as expected. For example, users in California and New York, but in the same Projul account, see the correct time based on their current location.
– “Visible to customer” tooltip on estimated adjusted for clarity. When an item is toggled on in a non-itemized estimate, the name and description of the item will show to the customer.
– The number icon shows in the lead pipeline 9-dot menu when a file is attached to the project lead.
– Display improvements to the QB sync pop-up to display the entire pop-up on the screen.
– Global filter displayed tasks, invoices, and estimates as expected and they remain in the filter when the page is refreshed.
– Upload a photo option is available in the “see comments” channel of a project as expected.
Build Notes 2.1.60
Posted on Monday, May 13th, 2024
Additions:
– Share and store larger files within Projul to improve team communication and collaboration! You can now add photos and files up to 400MB each, up from 100MB.
Remodeled:
– Updates to account history when an employee is archived. With these improvements, looking back at past information across the app will be accurate and provide reliable historical information for your employees and users that have been archived from the system. These improvements include the following:
Tasks: Any tasks associated with a user when they are archived should remain associated with the user. The user is removed from the scheduler view, but these tasks should still show on the calendar view, task list (when showing “Everyone”), and project schedule views. If someone edits the list of workers on these tasks, they will now see the archived user in the list of selected workers but not see them in the list of selectable workers.
Projects & Customers: Where the user is associated as a project manager, estimator, or sales rep, after being archived they will now remain on any projects or customers they were associated with in this way. Similar to tasks, if a user edits these lists they should see the archived user as one of the selected users but not be able to select them again.
Time logs: While an archived user is removed from the list of cards on the time logs page, they should still be listed in the Company Pay Period Report when viewing any pay periods where they had time logged. They should accurately show the hours per pay rate and the paid total will be accurate. This means any custom pay rates from their entity should be applied here.
Project budget: Similar to the Company Pay Period Report and the Time Logs Report, when a user with time logs associated with a project is archived, those time logs in the project budget should still show the user’s name and correct pay rates, even if those pay rates were different from the company default. Active users will be able to edit those time logs just like they can from the Daily Logs page and see the correct user info in the editor.
Photos & Files: If the user uploaded any photos or files, when they are archived they should still show as the user who uploaded the photos/files.
Reports: Any reports that show specific user data–Time Log Report, Contract Report (shows PM, SR, Estimator), Contract By Role Report, Profitability Analysis Report (Sales rep), Estimator Estimated Revenue Report, Estimators, and Leads Report (PM, SR, Estimator)–will continue to show archived users’ data where applicable.
Map/Geolocation data: All existing map points for an archived user will now be retained and still show on the map when viewing days where the user had location data.
Change histories: Any change history that shows an archived user that made a change will still show that user after they are archived. Similarly, when hovering over an estimate or invoice status where it shows what user made that status change, this will still be accurate when the user who made that change is now archived.
Communication channels: Any messages sent by a user who is later archived should still be visible in the relevant communication channels.
Repaired:
– Performance improvements when syncing with QuickBooks Desktop.
– When a discount is applied to an estimate, and progress invoices are created after that, discounts display the expected overall project balance.
– When using the search page, your entry does not need to be case-sensitive to display expected information.
– Estimate and invoice links are supported in the iOS 12 safari browser.
– Leads in the “to revise” column are counted in the active project leads number as expected.
– The estimate report is displaying expected estimates per the selected date range and does not show any duplicates on the report.
– When editing the name of an estimate section or cost item, spaces do not trim until after the user clicks out of the field (instead of as the user backspaces).
– Filtering by trade on the scheduler view functions as expected.
– If a user or client is opening a portal link, and connection to the internet is briefly lost, the content of the link loads once the connection is re-established.
– Estimate viewed notification sends when the client opens the estimate as expected. If this notification is turned off in the settings, notifications are not received.
– Invoice “delete” permissions function as expected.
– Users with invoice “add/edit” permissions have the edit icon on the invoice cards available as expected.
– If a user has invoice permission but not project permissions, they are able to see all invoices from the invoice screen as expected.
– Moving a project lead in the lead pipeline to the “to sell” stage does not create a blank estimate if an estimate has not been created for that project.
Build Notes 2.1.57
Posted on Monday, May 6th, 2024
Additions:
– When archiving a user, a new prompt appears to explain how archiving works. Archiving a user removes their access but does not change the subscription. Check it out below!
Repaired:
– Highlights display in the estimate item description as expected.
– Calendar and schedule views now print in landscape when you print the screen.
– If a Chrome browser needs to be updated an alert will prompt you to update to the latest version for best app performance.
– Performance improvements when scrolling on an estimate or invoice editor from a mobile device.
– The “delete all” option on the unscheduled task list does not display when there are no unscheduled tasks.
– The “select files” and “select photos” buttons do not display when there are no photos or files on the page.
– Man hours and days update on the project card as tasks are added, removed, or edited as expected.
– Using the back arrow on the scheduling page takes the user back to the previous page as expected.
– Pop-up to schedule a follow reminder does not display on completed projects.
– Time log reports include data from archived projects as expected.
– Saving a website domain on the lead capture form integration functions as expected even when a space is entered before or after the domain.
– Display improvements on the date picker in the reports tab.
Build Notes 2.1.57
Posted on Monday, April 29th, 2024
Remodeled:
– Users with non-admin permissions, that have the ability to edit employees, are no longer able to change their own permissions from the employees page.
Repaired:
– Performance improvements when selecting tax rates that have been synced from QuickBooks.
– When searching for an archived project, the option to view/edit estimate displays as expected.
– Display improvements when managing assigned users on a task from the schedule page.
– Improvements to the sync status page, duplicate documents do not display. Documents show as expected.
– Performance improvements when clocking in and out on the mobile app.
– Deleting a project or customer from an estimate or invoice editor closes the editor as expected.
– “Save and close” tasks from the project timeline functions as expected.
– Estimate by role report showing accurate data when an estimate has a change order attached.
– Line items appear in the correct order when an estimate section template is saved and applied.
– Receipts display for paid invoices as expected.
– Display improvements on the estimator report.
– Creating a new tag that has the same letters to start as an existing tag functions as expected.
– Users with estimate template permissions have the ability to remove estimate sections from the templates as expected.
– Unassigned tasks do not disappear when filtering by team.
– Importing descriptions from an itemized estimate to an invoice functions as expected.
– Display improvements in the customer view of estimates and invoices.
– Uploading a photo shows the progress bar on the user’s account that takes the picture, not all users.
– Leads do not create a blank estimate when moving leads in the pipeline that do not have an estimate already made.
– Client viewing permission function as expected.
Build Notes 2.1.53
Posted on Monday, April 8th, 2024
Additions:
– You can now access project comments directly from the estimate and invoice editors. This improves communication and can help estimators, see all the notes when creating change orders, putting together invoices, or creating an original estimate!
Remodeled:
– Improvements made to help find and sort information faster! There is no limit to the number of items you can filter for on any given page. For example, on any scheduling view, you can now filter by multiple projects at the same time.
– To better include all types of construction companies, both commercial and residential the term “customer” has been changed to “client” in all places in the app.
Repaired:
– Change order subtotals display as expected.
– Performance improvements when syncing tasks across different devices.
– “Out of bounds” clock-in alerts are sent as expected.
– Performance improvements when sliding project timelines from the timeline view.
– A number of performance improvements when syncing to QuickBooks Desktop.
– Users with no time log permission, but who do have access to the project budget, are not able to edit time logs on the budget page.
– Default task names show on the time logs if the task has no name.
– Sending estimates from the project lead pipeline functions as expected.
– Approved estimate alerts include any discounts that have been applied to the estimate total.
– Syncing with QuickBooks does not remove employee/customer colors or project names as expected.
– Task changes save when clicking the save option on the unsaved change warning popup.
– Photo viewing permissions function as expected from the photos page.
– Unsaved change warning displays when adding or removing a tax on an estimate before leaving to a new page.
Build Notes 2.1.51
Posted on Monday, April 1st, 2024
Additions:
– If two users are viewing the same estimate, and one user makes and saves changes, the other users’ page will refresh with the latest updates. This prevents errors if a user is working in multiple browsers, and improves collaboration allowing multiple users to see real time updates on estimates.
– When refunding a payment and a user tries to refund more than the payment amount, there is now a tool in place to prevent that user from refunding more than the total amount the customer paid. This can help prevent billing errors and over-refunds.
Remodeled:
– If projects, estimates, and invoices have different numbers and a user searches for one of those numbers, it will pull all the associated project information and documents into the search results. This allows you to locate all related project information even faster than before!
Repaired:
– Tax Rates update on invoices when changes are made to the tax rates.
– Item descriptions display as expected.
– Performance improvements to the tax rate and time log sync with QuickBooks Online
– Pictures now display on an estimate, to the customer, in the same order they display on the editor view.
– Using the search function from an editor prompts you to save as expected.
– Project notes display as expected.
– Uploading pictures from a phone camera roll, into Projul, functions as expected.
– Time off settings display on the users schedule as expected.
– If there is no project to track time to, on the clock-in page, a button to add a project will display as expected.
– Users without the “Add/Edit” permission for “Templates” do not see the “Add cost” button when typing the name of a cost line in an estimate or invoice.
– Users without lead/project permissions do not see the “Lead pipeline” button on the welcome page as expected.
– Manually adding a time log to an employee shows that time under the “other time logged today” display option.
– Estimates sync to QuickBooks only sync when setting is turned on from the integrations page.
– Mobile-specific calendar is now displaying on google pixel devices as expected.
– Overdue task icons and schedule hours icons display as expected after changes are made by a different user in the system.
– Pasting an email or website into the contractor/employee information, functions as expected.
– Opening the project editor from an estimate shows the expected information, even if the project is complete.
– Photo tag filter functions as expected.
Build Notes 2.1.50
Posted on Monday, March 25th, 2024
Additions:
Updates to the time tracking and live map view! Increased visibility, easily adjustable settings, and more! Check out this video walking through the update.
Remodeled:
– Improved customer communications! In addition to the email notifications that are sent when a comment is made in the customer communication channel, they will also receive notifications in the alert channel for greater visibility and organization.
Repaired:
– Display updates to the map view. When a different user clocks in, the map view that is currently being viewed remains in the zoom that it was in previously.
– Performance improvements when loading the mobile app.
– Adding a project tag from the estimate card functions as expected.
– Performance improvements when adding a decimal value to an estimate.
– Project leads display in the customer portal under “pending projects” as expected.
– Editing time log clock-in and clock-out times when the times are in different months functions as expected.
– Adding an invoice before an estimate has been added keeps the invoice associated to the project as expected.
– Active projects display on the map as expected.
– Using “select in schedule” for estimate meetings save as expected.
– The budget/job-costing page uses 0 as a placeholder if there is no value added.
– Various updates and improvements when saving, editing, and reviewing time logs.
– Photos are displayed on the project reports as expected.
– Adding an estimate from the invoice project editor saves as expected.
– If an image title has a special character in the name, it displays as expected.
– Sort order stays in place when navigating to a different screen.
– Performance improvements when syncing email addresses from QuickBooks.
– Marking an invoice as paid does not mark the entire estimate as paid if the full estimate has not been paid.
– Scheduling and estimate meeting from the lead pipeline shows the estimate meeting as a scheduled next action.
Build Notes 2.1.48
Posted on Monday, March 18th, 2024
Remodeled
– Improved workflow in the lead pipeline! When an estimate is marked as approved by the customer, it will automatically move to the “to sell” status of the lead pipeline. Now all approved estimates will be in place.
Repaired:
– Invoice numbers are matching the invoice number settings as expected.
– When adding a task and then associating the task to the project, clicking on the folder icon opens the selector.
– Sync improvements when syncing time logs from Projul to QuickBooks Online.
– Invoices display the proper amount when a project is marked as paid in full as expected.
– Display improvement when adding a project from the projects page it says “add a new project”.
Build Notes 2.1.47
Posted on Monday, March 12th, 2024
Remodeled
– Changing the value of a saved tax rate does not update the estimates or invoices that previously had that tax rate applied before the change. For example, if I sell an estimate with a 8% tax rate this month, and next month the tax rate in my area changes to 8.5%, the previous estimate is unchanged. This improved tax functionality helps maintain accuracy as taxes change.
– Another update to tax rates! You can now add a setting not to update tax rates from within Projul, but instead pull taxes in from QuickBooks. This can help ensure your tax center in QuickBooks is the source of truth and all estimates and invoices are using the proper tax value.
– A number of updates have been made to the payment center. Including the following: added tabs to navigate between estimates and invoices, the ability to hide columns, additional sorting options, and an export to .csv file option.
Repaired:
– Estimate approval stamps and project date stamps match as expected in the lead pipeline.
– Change assigned workers on a task does not impact the duration of tasks as expected.
– Performance improvements when syncing invoices to QuickBooks Online, values matching as expected.
– Performance improvements to location tracking and displayed location points.
– Performance improvements when selecting a default markup percentage on estimate line items. If you add a new item with a $ amount markup, the correct percentage is applied based on the defaults.
– Performance improvements when saving tasks.
– Estimate totals display as expected on the project close-out page.
– Changing the project address changes on the invoices and estimates as expected.
– Updating the customer portal email updates the log-in for the customer as expected.
– Exporting the invoice register and unpaid due invoice reports functions as expected.
– You can now upload new images to a cost item template as expected.
Build Notes 2.1.40
Posted on Monday, February 19th, 2024
Remodeled
– Updates to QuickBooks auto-sync frequency. Now, as long as a sync is not currently in progress, users with sync permissions can “Start a sync” at any time to run a full sync of QuickBooks. Projul will also run a full sync at 11 pm automatically to ensure books are kept up to date without any manual process.
Repaired:
– A number of performance improvements when syncing employees, cost lines, and addresses with QuickBooks Desktop.
– A number of performance improvements when syncing invoices, project names, and project numbers to QuickBooks Online.
– Performance improvements when uploading photos to a project.
– Filtering projects on a tablet functions as expected.
– Sliding a project timeline does not take you back to the start of the project as expected.
– Customer default tax rate updates estimates and invoices as expected.
– Editing follow-up reminders adjusts the end time as expected.
– “Remove/edit in a change order” works as expected. You can also select which change order to add this to update to if there are multiple change orders on an estimate.
– Saved template names removed from the selector after being deleted.
– Exit option after uploading a photo to a change order on an iPhone functions as expected.
– Item visibility toggles and other filter options are saved on the Gannt chart after navigating away to another screen.
– Removing and re-adding a customer approval changes the approval date as expected.
– Changing the project color changes the color on associated invoices as expected.
– Performance improvements when calculating WIP report estimated revenue calculation.
– Display improvements on Overtime time logs.
– Performance improvements when filtering by a customer and deleting photos.
– Uploading multiple photos at the same time functions as expected.
– Display improvements in the headers of the WIP report.
– Project tags display as expected in the project month view.
– Bulk deleting photos or files from a project work as expected.
– Job costing page is filtering tasks properly.
Build Notes 2.1.38
Posted on Monday, February 12th, 2024
Additions
– Addition to the payment center in Projul. For better visibility into the payment processor payouts, a new column has been added to the payment center. You can now see a payout date on each payment!
Remodeled
– If you have not signed up with our new payment processor Justifi, after selecting “no thanks” on the prompt to sign up, the pop-up will go away permanently. Don’t hesitate to reach out with any questions regarding setting up in-app payment processing.
Repaired:
– Project WIP Report percentages displaying in export as expected.
– Performance improvements when navigating in the lead pipeline on a mobile device.
– “Next action” buttons on leads display as expected.
– “Sold” status in the lead pipeline functions as expected on the mobile app.
– Performance improvements on the profitability analysis report.
– Editing time logs saves as expected without needing to close the time
– Discounts display on invoice print preview as expected.
– Leads imported from the website generate a project number as expected.
– Performance improvements when editing time logs and selecting new time.
– Display improvements on the mobile app lead pipeline.
– Performance improvements when opening the mobile app, load times improved and the app opens quickly.
Build Notes 2.1.35
Posted on Monday, February 5th, 2024
Remodeled
– In the payment center, you can now interact with the data allowing for faster navigation. Clicking on the customer will pull up the contact information, the invoice fields open the associated invoice and more!
– There is now a time limit for when payments can be refunded that were made through Justifi. ACH payments have a 90-day limit and Card Payments have a 365-day limit.
Repaired:
– Performance improvements when syncing estimates, ensuring that the value is greater than zero.
– A variety of performance improvements to QuickBooks syncing creating greater accuracy and clarity.
– Company Logos are displaying in the customer portal as expected.
– Editing time logs functions as expected.
– Agenda View tasks sort by start time as expected.
– Selecting alerts functions as expected.
– Clicking on the arrows to navigate between photos when you have selected “show project photos” in an estimate function as expected.
– The “today” button in the agenda view functions as expected.
– If you have changed the time period on the time logs report and leave the page, when you return it stays on the page you have selected previously.
– Associating an estimate to a project that is already sold, keeps the project in the selected stage as expected.
– Customer notes display as expected on the customer record.
– Completed tasks show as completed on the tasks with multiple steps.
Build Notes 2.1.34
Posted on Monday, January 29th, 2024
Additions:
– Projul payment center is now on mobile! Access, refund, and see the status of payments on-the-go, from any device! This update makes managing your company from anywhere even easier.
– Tooltips have been added to the payment center detailing more information. Including who applied the payment, and when it succeeded. Check it out below!
Remodeled
– Clicking on a payment alert now takes you to the payment center with a filter for the associated invoice applied. Staying up to date on payments is now even faster.
– Changing the width of columns in the payment center remains as changed even when going to another page, or refreshing your browser.
– For additional clarity, the “payouts” tab on the payment center has been modified to be “processor payouts”. This tab allows you to quickly track and see updates on payouts from Justifi.
Repaired:
– Several performance and visual improvements to the payment center.
– Performance improvements when loading tasks and schedules on mobile.
– Cost line names display on the cost breakdown report, even when set to display as category name on the estimate.
– Deleting an estimate meeting deletes the associated “write estimate task” as expected.
– Manual payments applied to invoices show as a full payout in the payment center as expected.
– Failed payments do not sync to QuickBooks as expected.
– Closing out of photos on the mobile app, inside of the estimate editor functions as expected.
– Performance improvements when syncing time logs, employees, and payments to QuickBooks online.
– Phone numbers that are pasted into the system save as expected.
– “Customer approved” tool tip shows the name of the customer as expected.
– The date of the estimate approval stamp matches the date the estimate was signed after being opened by clicking on the stamp.
– Taxes display as expected when opening an estimate from the search bar (Canadian customers).
– Performance improvements when sorting files on a project.
– Invoice filters on the top left of the invoice page are displaying the expected amounts properly.
– Dragging multi-day events on the calendar view functions as expected.
– Company name appears on the associated tasks as expected.
Build Notes 2.1.31
Posted on Monday, January 22nd, 2024
Additions:
– Updates to Projul’s Payment Center! You can now sync payments from QuickBooks in bulk into the payment center. This will pull in all payments made in QuickBooks for invoices created in Projul based on the date range you select.
Remodeled
– Updates to the payment confirmation and failed payment emails that go to your customers after making a payment through Justifi! These updates provide additional clarity and details to your customer, making the integrated payment processing experience even smoother. Check out the emails below!
Repaired:
– Sync improvements made when selecting what date range of data is pulled into Projul from QuickBooks Online if doing a bulk sync.
– Sync icon displays after applying a payment and saving the invoice as expected.
– A number of performance improvements to QuickBooks syncing functionality.
– If a customer and project name already exist in QuickBooks, when syncing from Projul, the customer and project will link with the existing customer as expected.
– Estimate Signatures will require a minimum amount of pixels to be valid for submission to help meet additional contract requirements.
– Time log notes remain open when other users clock in or out, as expected.
– Month view on mobile displays the project lines, start and end dates as expected.
– Performance improvements when loading the company pay period report.
– Performance improvements when sorting the photo gallery.
– Switching the markup type from a percentage to a dollar amount functions as expected.
– Hovering over the tax list shows the entire tax name.
– If an item already exists in QuickBooks, the cost line will find and match with the item that exists instead of showing a sync error.
– Payment alerts from Justifi are sent as expected.
– If no estimate is created and you mark a project as sold, it does not create a blank $0 dollar estimate.
– Performance improvements made when saving a project template.
– Performance improvements made to the project numbering system.
– If a customer in Projul has no first or last name, but rather a company name, the name shows as expected on the customer display of estimates and invoices.
– Performance improvements when sending an invoice email template.
– Company Logos appear on all past invoices as expected.
Build Notes 2.1.27
Posted on Monday, January 15th 2024
Additions:
– Introducing Projul’s payment center! This portal will allow you to easily track payments that have been made on your Projul invoices. This portal will show all payments from Justifi, payments synced from QuickBooks Online, and manually entered payments on your invoices. This provides one spot for you to see the status of payments, as well as provide refunds to your customer on payments made through Justifi. If you have any questions about the new payment center, please reach out to our support team.
Remodeled
– If using a browser besides Google Chrome, you will get a pop-up encouraging you to download Chrome. Google Chrome has proven to be the best browser when operating Projul and the one a majority of customers use. Projul will be the most performant within this browser.
Repaired:
– Performance improvements when uploading photos in the comment channel.
– Import name and description from an estimate line item functions as expected.
– Display improvements on the “full admin” permissions profile.
– When syncing an estimate with unsaved changes and the estimate attempts to sync to QuickBooks, a warning will display asking you to save the estimate.
– Performance improvements for the QuickBooks sync, including more accurate rounding of decimal points.
– Export labor to tasks displays the tasks in the correct order on the scheduler page.
– Items that have a $0 value on an estimate will not display on an itemized invoice display as expected.
– Print preview and customer portal preview displays match as expected.
– Performance improvements to several data exports including the leads export and customer export.
– If an invoice header is created in the account settings, it will not be changed by the estimate header for the project.
– After selecting a task or project to clock in to, the selector dropdown will close automatically as expected.
Build Notes 2.1.24
Posted on Tuesday, January 8th 2024
Additions:
– Updates to copy and paste addresses inside of Projul. There is now a quick option to copy addresses from anywhere they show inside of Projul allowing for faster navigation and eliminating the need to open an editor when copying. Check it out below!
Remodeled
– Updates made to the tax field in Projul! You can now add up to 5 decimal places after the decimal point. This will match the precision of taxes inside of QBO.
– After selecting a sort option on the photos and files page, the sort will stay in place for the remainder of your session inside of Projul. If you navigate away from the page, your selections will remain.
– You can now edit an invoice date inside Projul. If you need to update an invoice date after sending the invoice, you can now.
– When a project lead is moved into the sold status, the “project sold date” field of a project is automatically updated, unless the field already has been manually updated.
– When exporting project data, a new field has been added to the export. You will now see an estimate total field, and a new field for “change order total”. This will allow you to quickly identify and analyze the difference between the original value of the project and any additions or adjustments through change orders.
Repaired:
– Consecutive day multi-tasks are showing connected as expected.
– Performance improvements to sorting the calendar by time.
– Second attempts to onboard with Justifi will submit as expected.
– Performance improvements to the QuickBooks sync including: syncing payment dates as expected, invoice item descriptions syncing as expected, estimate line items ordering as expected, payments syncing and more!
– Edit button on a project follow up displays as expected.
– Performance improvements when loading the photo gallery.
– Display improvements on the project reports customer preview.
– Deleting a payment updates the invoice status as expected.
– Editing a proposal name changes the proposal card in the estimate screen view.
– Leads displaying as expected on iPhone 13 Pro Max devices.
– You can navigate in an estimate with the up and down arrow keys as expected.
– Addresses display in the search results as expected.
– Creating a project within an estimate functions as expected.
– Time log reports export in the correct order.
– Company Logos display on change orders as expected.
– Changing the name of a file functions as expected.
– Performance improvements when filtering by a project.
– Marking an invoice as paid updates the invoice status on the invoice card.
– Estimate tax in the preview as customer displays as expected.
Build Notes 2.1.22
Posted on Tuesday January 2nd, 2024
Additions:
– Update to QuickBooks Online Sync! You can now select a cost of goods account inside of Projul’s list of expense accounts to select from! This will allow for more accurate accounting, and eliminate manual editing inside of QuickBooks.
Remodeled
– Update to Project Export CSV! When a project export is made, you can now see the following:
- “Total selling price” (this is the entire value of the project including the estimate value, sales tax and change orders)
- “Sales Tax”
- “Total price minus sales tax”
Repaired:
– Performance improvements when loading data upon log-in.
– Moving line items into a new section updates cost totals as expected.
– Filtering an invoice by invoice number, that was created on the invoice screen, functions as expected.
– Deleting an estimate functions without needing to save and close the estimate first.
– Performance improvements when searching and filtering estimates by customer name in the search page.
– “Connection Lost” warning displays when connection is lost for over 20 seconds, and not momentary outages.
– Payment notifications from Justifi do not include processing fees, rather just the actual payment amount.
– Payment notifications show the cents included in the payment as expected.
Posted on Wednesday Dec 27th, 2023
Additions:
– Exciting updates made to the calendar view! On the calendar view, you will now have a toggle to “group consecutive multi-day events”. If a task spans multiple days, you will be able to easily see the tasks span multiple days. Check it out below!
– Additional keywords for estimate email templates! To add more personalization and eliminate more manual entry, you can now select the following as keywords to include in your estimate emails:
[PROJECT NAME]
Inserts the name of the project associated with the estimate
[PROJECT ADDRESS]
Inserts the address of the project associated with the estimate
[ESTIMATOR NAME]
Inserts the full name of the estimator assigned to the estimate’s project
[ESTIMATOR EMAIL]
Inserts the estimator’s email address
[ESTIMATOR PHONE]
Inserts the estimator’s phone number
Remodeled
– Updated notifications for Justifi payment notifications. You can enable notification for when a payment is rejected, processing, and completed. Check out the examples below and enjoy staying in the loop with all of your payments!
– On the calendar view, you can hide tasks from the calendar by using the “tasks” toggle in the item visibility section
Repaired:
– Performance improvements to editing project dates in the calendar view.
– Performance improvements when editing and saving tasks from the schedule page.
– After an estimate is approved, sending estimates when “require estimate approval” is on functions as expected.
– Performance improvements when creating invoices as a non-admin user.
– Several performance improvements to QuickBooks online sync.
– Performance improvements for payment notifications.
– Performance improvements when copying and pasting within Projul You can copy and paste notes without having to open the editor for project notes, time logs, lead info, and more!
– Attachments on an estimate open as expected.
– Selected filters on the day scheduler map view stay as selected after leaving the page.
– Performance improvements when loading gantt charts.
– When you have selected “display company name” for a customer, the company will show on the estimate header.
– Forward and back arrows function as expected when toggling through photos on an estimate.
– Performance improvements when saving invoices.
– Performance improvements when attaching logos to your estimates, invoices, and project reports.
– Filtering by project photos on a project functions as expected.
Posted on Monday December 11th, 2023
Additions:
– Get set up with our new payment processor Justifi! As we communicated earlier this week, WePay is shutting down, and Justifi will be the new integrated payment processor with Projul.
Summary
- WePay is going out of business.
- Projul has contracted a new payment processor (JustiFi).
- To continue using payment processing through Projul, you will need to sign up with JustiFi before the end of December!
Signing up with JustiFi will involve a simple, in-app process for submitting your company info and supporting documents. We will be prompting your company admin(s) in the Projul app for one of you to complete the JustiFi sign-up.
Repaired:
– Performance improvements to time tracking features. Improved clock in & clock out, and admin views for time tracking.
– New project numbers are being created as expected.
– Cost lines update in templates after editing on the cost line management page and selecting “update costs in templates”.
– Editing the assigned user on an overdue, multi-day task functions as expected.
-Creating an estimate from an estimate meeting task creates and estimate number as expected.
– Estimate report displays customer and project information as expected.
– Performance improvements on the map view in the day scheduler and live map view.
– Discounts apply to invoices as expected.
– When selecting a project to associate to a task, completed, canceled and rejected projects do not display.
– When scheduling task for multiple days, selecting “schedule more days” creates a task for the next work day as expected.
– Cost line descriptions copy from the estimate to the invoice as expected.
– Drag and dropping line items from a subsection into another section functions as expected. The visibility toggles remain as previously selected.
– Adding a task to the timeline view does not slide the timeline back to the start of the project, allowing for faster task creation from the projects page.
Posted on Tuesday December 5th, 2023
We are reaching out with important information regarding a significant change in payment processing services that will benefit your experience with us.
Summary
- WePay is going out of business.
- Projul has contracted a new payment processor (JustiFi).
- To continue using payment processing through Projul, you will need to sign up with JustiFi before the end of December!
- Signing up with JustiFi will involve a simple, in-app process for submitting your company info and supporting documents. We will be prompting your company admin(s) in the Projul app for one of you to complete the JustiFi sign-up
More details are available below.
End of Partnership with WePay
Firstly, we regret to inform you that WePay, our current payment processing partner, is ceasing its operations in 2024. Our contract with WePay concludes on January 10th, and consequently, we will no longer have payment processing service from WePay after this date.
For those of you that love payment processing through WePay, we attempted to create an extension to our agreement. Unfortunately, because WePay is completely closing their business (they are not even transferring the WePay customer base to a Chase Bank alternative), they could not do that.
Welcoming JustiFi as Our New Partner
In light of this change, we are excited to announce our new partnership with JustiFi, a payment processing service provider that we expect to provide great reliability and support for your company.
Faster Processing
One of the biggest benefits of JustiFi will be payment processing speed. WePay has a standard payment processing window of 1 to 5 business days (1 to 2 for credit card and 3 to 5 for ACH), while JustiFi has a standard processing time of 1 to 3 business days (1 to 2 for credit card and 3 for ACH).
Surcharging Capability
Don’t worry, JustiFi offers the same capability for surcharging as you had in WePay, giving you continued flexibility in passing on those transaction costs for those of you residing in states that allow surcharging.
Seamless Transition and Support
Our team is committed to ensuring a seamless transition to JustiFi. We will provide all the necessary support and guidance during this changeover.
Next Steps – Getting Signed Up With JustiFi
The team has developed a simple process allowing you to sign up with JustiFi right in the Projul app. We will be prompting your company admin(s) in the Projul app to complete the sign up. This will involve submitting your company and banking info (along with some supporting documentation) to JustiFi. To ensure continuity in your payment processing capabilities, it is crucial to complete this registration promptly (before the end of December). Our team will be available to assist with any queries and to help you take full advantage of the new features that JustiFi offers.
Your Feedback Matters
Your satisfaction is our priority. If you have any concerns, questions, or need assistance, please do not hesitate to reach out to our customer support team (+1 844-394-8541 or support@projul.com).
Thank you for your continued partnership with Projul! We look forward to bringing you an enhanced payment processing experience with JustiFi.
Best regards,
Kurt Clayson
Projul Founder & CEO
Posted on Monday December 4th, 2023
Repaired:
– Performance improvements when loading gantt charts, and associated tasks.
– Performance improvements when clocking in from the homescreen.
– Performance improvements in the lead pipeline for basic users. Counters in the pipeline are functioning as expected.
– Performance improvements when opening the task editor. Improved loading speeds when editing.
– Unpaid invoices displaying on the invoice page.
– “Actuals to date” field on the budget page displays as expected.
– Addresses at the top of estimates displays as expected.
– Clicking “see estimates” on a customer profile when searching displays all estimates for that customer as expected.
– Cost lines and items display in the same order they do on the estimate editor screen when using the print preview.
– After adding an employee to a task, the search field resets so you can easily add more employees to that task.
– Performance improvements on the estimate page. Navigating between the estimate and budget page is faster and has improved load times. Saving templates is also faster.
– When adding project notes, the cursor starts at the bottom of the text box making it easier to add new notes to a project.
– Associating a customer to an estimate functions as expected.
Posted on Monday November 27th, 2023
Additions:
– Update to the cost template page! You can now toggle on or off the columns in the cost template page. This update allows you to see the most relevant information you’re looking for when managing costs. In the top right of the template screen you will see a drop down for the toggles you would like to display. Check it out below!
Repaired:
– When adding a task, and the task is unscheduled and unassigned, the “continue editing” prompt functions as expected.
– Photos do not save to the device’s camera roll, unless the device is offline and photos can not make it to the cloud.
– Clock-in Overdue reminders function as expected.
– Sorting by project type in the lead pipeline functions as expected.
– Changing the “public” toggle on a photo to off, functions as expected.
– Performance improvements to the drag and drop line item function on an iPad.
– Splitting a time log does not clock out the assigned worker if they are currently clocked in.
Posted on Monday November 20th, 2023
Remodeled:
– When adding a cost line, there is now a field for “price for customer”. This will allow better visibility, to what the final price will be after a markup is applied to a cost line.
– Improved clarity when saving new cost lines in the cost line editor. After adding a cost, you will have the option to “save and close”, making it very easy to see what has been saved.
– Display improvements on the cost line page! The cost item name field will now expand when you add a long cost item name. This makes the page much easier to navigate and makes finding all your cost lines much easier.
Repaired:
– Performance improvements to the schedule page.
– Filtering by date in the estimate sales report is working as expected.
– Addresses in the lead pipeline are displaying as expected.
– Clicking on an alert for a comment takes you to the comment channel as expected.
– Performance improvements to the search function.
– Filtering for a lead on-hold functions as expected.
– Filters in the lead pipeline maintain filtered when switching status in the pipeline.
– Performance improvements when taking pictures.
– Employees display in alphabetical order when assigning a task.
– Performance improvements on the contractor list screen on the mobile app.
– Performance improvements when closing schedule and calendar pages.
– Copy email button functions as expected when sending an estimate.
– After a supervisor approves an estimate, the employee can send an estimate as expected.
– Previous project names display when adding a new project for that customer.
– Invoice dates display as expected after sending.
– Time logs load into the project budget as expected.
Posted on Monday November 13th, 2023
Remodeled:
– When selecting a project in the time logs page, task editor, photos page or other places the project name appears, the project number will be there also. This allows for better visibility into Projects and makes it easier to find the project you are looking for!
Repaired:
– Performance improvements to the schedule page.
– Filtering by date in the estimate sales report is working as expected.
– Addresses in the lead pipeline are displaying as expected.
– Clicking on an alert for a comment takes you to the comment channel as expected.
– Performance improvements to the search function.
– Filtering for a lead on-hold functions as expected.
– Filters in the lead pipeline maintain filtered when switching status in the pipeline.
– Performance improvements when taking pictures.
– Employees display in alphabetical order when assigning a task.
– Performance improvements on the contractor list screen on the mobile app.
– Performance improvements when closing schedule and calendar pages.
– Copy email button functions as expected when sending an estimate.
– After a supervisor approves an estimate, the employee can send an estimate as expected.
– Previous project names display when adding a new project for that customer.
– Invoice dates display as expected after sending.
– Time logs load into the project budget as expected.
Posted on Monday October 30th, 2023
Additions:
– Big performance improvements to Projul Version 2! With this update, data loading across the entire app is faster and more performant than ever before. When initially loading, Projul will primarily download active and future projects. You will still be able to access older projects, estimates, and all other data by searching for those projects in the search field.
Repaired:
– Filtering by an employee from the estimates screen, functions as expected
– When working on the time log page, data displays as expected
– Invoice dates display as expected after sending the invoice to a customer
– Filtering by tags in the lead pipeline functions as expected
– You can now add a time log manually without clocking out a currently clocked in employee
– Rejecting a lead from the lead editor functions as expected
– A customer’s phone number appears on the search page as expected
– Sorting by a sales rep/estimator functions as expected in the lead pipeline.
– The search page displays with proper capitalization
– Estimate headers in the estimate report display as expected
– After editing costs in the cost management page, non-saved items inside of an estimate template remain in the template as expected.
– Selecting a new date on the calendar view displays tasks as expected
– Company logo on invoices display as expected
– Images added to comment channels are displaying when editor is closed
– Performance improvements to search page
– Agenda view on an iPad defaults to today’s date as expected
– Cost templates show as deleted without having to refresh the page
– Computer cursor shows on the item names and description when typing in the name of a cost
– Performance improvements to sending messages in the comments channel
– Hyperlinks inside of text editors function as expected
– Edit options on recursive tasks function as expected
– When selecting a time log, the tasks associated to the project appear after the project is selected
– Project permission views function as expected
– Searching by customer name in time logs functions as expected
– Performance improvements when scrolling on the estimate status filter on the mobile app
– Estimate names persist after an estimate template has been applied
– Visual display improvement on task cards for employees names to show as expected
– Changing a project address will also change the associated task address as expected
– Navigating in the comment channel photos with the arrow keys on the keyboard functions as expected
– After a tax is deleted, it will no longer show in settings or as an option on new invoices
– Performance improvements when scrolling through the project list on an estimate or invoice editor
– Actuals and expenses on the bottom of an estimate editor display as expected
– After recording an inbound call, the option for “Did you answer” displays as expected
– Estimate discounts display as expected on the customer preview of an invoice
Posted on Monday October 16th, 2023
Repaired:
– Invoices are showing the correct status, as expected
– Printing using the chrome browser works as expected
– Performance improvements when dragging and dropping line items out of subsections and into sections. Visibility toggles function as expected when this change is made.
– Display fix for wrapped text inside the lead pipeline
– Gantt charts display on mobile app as expected
– Performance improvements when sending estimates to customers using the next action button and sending from a company’s email client. Live links are displayed as expected.
– Line items display in the print preview in the order they are in on the estimate editor screen.
– Logging an “in-person” communication from the lead pipeline functions as expected.
Posted on Tuesday October 10th, 2023
Remodeled:
– Improved visibility and clarity when selecting line items to add on an estimate! Expanded view to capture the whole name of an item in the dropdown. Check it out below!
– Performance improvements to viewing photos in the app. Thumbnails load faster and match the resolution of the photo that was uploaded.
Repaired:
– Performance improvements to the search page.
– Scrolling through cost line templates from within an estimate functions as expected.
– Task cards display as expected when scrolling on the scheduler page.
– Searching by the project number works on the time log page as expected.
– Filtering by employee from the calendar page works as expected.
– Performance improvements made to scrolling through photos on the mobile app.
Posted on Tuesday October 3rd, 2023
Repaired:
– Performance improvements when applying a cost item template.
– Performance improvements when scrolling through photos on the mobile app.
– Converting estimates to tasks when an estimate section is blank functions as expected.
– Performance improvements to syncing with QuickBooks. Bulk syncing items function as expected.
– “Don’t show again” prompts function as expected.
– Eyeball toggles on an estimate function as expected.
– QuickBooks sync settings remain as selected when saved.
– Saving and applying estimate section templates function as expected.
– 1build items on an invoice display as expected.
– Improvements to uploading photos from the photo gallery on android devices.
Posted on Thursday September 28th, 2023
Additions:
– Keep your costs up-to-date and accurate faster than ever! After adding a line item from 1build, you can save that item into your system for future use as a template. Now, you will have the option to update costs with the most recent updates inside of 1build’s database by clicking “Update 1build Prices”. This automatically updates those prices and keeps your cost database and templates up to date with any material or labor rate changes!
– Improved collaboration between users in your company! If you have an editor open and another user makes a change to that document, you will now be prompted and warned to prevent overwriting someone else’s changes, and allow you to ensure nothing is lost due to someone else’s unsaved changes.
Remodeled:
– When you are using a mobile device or web browser in low service or bad connection areas, you will now see a banner at the top of your screen warning you that loading speeds may be decreased. You will also receive warnings when your device is not connected at all to the internet.
– When searching for projects in timelogs, you can now search by project number making it easier to find the project you are looking for!
– On an estimate, when adding a line item, only two decimal places will show. If you need to add additional decimal points to those items, you will be able to add up to four points.
Repaired:
– Project sliding functions as expected.
– Italic text on line items displays properly on estimates and invoices.
– Change orders will not be sent to customers without a prompt to save the change order.
– Improvements made to creating invoices straight from estimates.
– General improvements made to fix performance speed in the app, especially on the following pages: Time tracking, dropdowns, and selectors.
– On the cost-line templates page, you can now add decimals without adding a whole number first.
– Dollar markups on line items are displaying as expected.
– Removing estimate sections functions as expected.
– Improved performance on saving estimates and save and closing estimates.
– Task list display on Ipads functions as expected.
Posted on Tuesday September 19th, 2023
Additions:
– Introducing an updated integration with 1build! This update includes an additional 600,000+ line items to the live cost database, a new user interface, direct links to suppliers websites, and much more! Check out the video below to see the updates.
Remodeled:
– If you receive a notification, or click on an old notification from a project that was deleted, you will now be notified that the task or project has been deleted and shown when it was removed. This will improve clarity and communication between your team, and ensure you are working with the most accurate updates.
Repaired:
– Invoice, proposal, and project numbers match when a new project is created.
– Improvements made to the search feature on the mobile app.
– Marked up costs are displayed on the estimate as expected.
– Eyeball toggles for the line items of an estimate are working as expected.
– When applying a saved estimate template, the pre-saved quantities are applied as they were saved.
– Customer portal views for estimates are displaying the estimated value as expected.
Posted on Thursday September 15th, 2023
Remodeled:
– New Font update! Consistent, clean and modern font updates to improve Projul’s user interface! This new font allows data to be viewed easier, especially on an estimate and in the lead pipeline. Check it out below!
Repaired:
– When using the search page, you can now use the “See in [page]” option to navigate the app.
– Improvements to the search bar results, more accurately displaying the information when searched for.
– Filtering in the mobile app task list functions as expected.
– Performance improvements to the scheduler views. Initial data loads quicker and making changes responds faster.
– Improvements made to the automatic quickbooks sync in V2 including the improvements made to automatic sync schedules and timing.
– The estimate report displays data as expected.
– Users are able to change text color in email templates as expected.
– Only users with QuickBooks syncing permissions, who initiate a sync, will see the syncing progress bar in their account.
– Overdue payments are showing on invoice cards as expected.
– When applying templates to estimates, section templates will display in the order they were saved in as expected.
– When adding a company logo from the gallery view, the entire image displays in the thumbnail as expected.
– Improvements made to the global filter function on the mobile app.
– Improvements made to the display and interface of the “default tax” icon in company settings.
Posted on Thursday September 7th, 2023
Remodeled:
– Update to v2 time log syncing with QuickBooks! You can now bulk sync time logs into QuickBooks from the time log screen. With one click, sync all your time for the selected pay period.
– If a customer in Projul and QuickBooks has the same first and last name but are from a different company, you can now sync that customer into QuickBooks and it will create a separate customer.
Repaired:
– Improved performance to the mobile experience. Loading tasks and other data is happening faster when initially opening the app. Additional performance improvements on both mobile and desktop will continue to be released.
– Project start and end dates are visible from the agenda view on mobile devices.
– When syncing with QuickBooks, the progress bar showing sync status is updating as expected.
– When creating a new cost line template, the default income and expense account for QuickBooks syncing displays on the template.
– Users’ default pay rates are functioning as expected when tracking time from tasks.
– Improvements to dragging and dropping cost lines from one estimate section into another.
– When working from inside the Project editor, you can click to see the project report and it will open as expected.
– When you add a labor item to an estimate that is measured by something other than hours (SQFT, LF, Unit), it shows as the correct unit of measure on the project budget/job costing page.
– Saving a material item as a template from 1build functions as expected
– Display update made to the location tracking setting.
– After selecting a photo on a mobile device, improvements were made to allow you to swipe down to close the photo.
– Display update when opening an invoice from the 3-dot menu editor, it closes after the invoice opens.
– Display update for the “help us help you” feedback button.
– Display updates to the “lead source” selector in the project editor.
– Display update to the drop down arrow in the project editor.
Posted on Thursday August 24th, 2023
Additions:
– Additional options when adding discounts to your estimates or invoices. You can now create percentage discounts in your estimates in addition to dollar amounts. Let Projul do the math when calculating a percentage discount on your estimates, invoices, or change orders.
– Eliminate dual entry and track discounts easier than ever before! Introducing our QuickBooks sync for discounts. This sync will allow discounts to be appropriately tracked in your Quickbooks account without manually entering them onto your invoices or estimates.
Remodeled:
– Improved clarity with discounts! Discounts that have been added to estimates or change orders now display as being from the specific document the discount was added from. (ex. A discount added to the estimate is displayed as “Estimate Discount”)
– Track cost data more accurately. When you add an item from 1build, the state and county of the information are saved to the line item.
Repaired:
– More clarity when switching between pages for what needs to be saved
– Change order numbering system works as expected
– Changing a customer on a project works as expected
– Photos added into the description and pricing section of estimates now scale as expected.
– Adding a labor item to an estimate will not pull up the material cost dropdown
– Improvements made to lead capture sync from websites. The company name of customers is added to Projul as expected.
– Project types are added to project tags as expected
– When sorting a time log report by date, data displays in the proper order
– Improvements made to display of task names regardless of the length of the name.
Posted on Friday August 18th, 2023
Additions:
– Help us help you! At Projul we take customer feedback very seriously and want to constantly improve the performance and experience for our loyal customers. Introducing the “Help us help you” feedback button. On your mobile device or computer, click on the prompt at the bottom of every page and submit feedback or requests straight to our support team. This feedback gets documented and helps us better identify areas of the app we can help with!
Remodeled:
– Updates to Projul’s Integration with 1build! You can now add 1build items directly into subsections of an estimate. This gives you more control of how you display cost lines with the most up-to-date information available.
– When adding an assembly to your estimate from 1build, the unit of measure (ex. SQFT or LF) for labor items matches that of material. Save tons of time, and money by using this tool to accurately measure labor and material for your projects!
Repaired:
– Overall improvements made to the scheduling views including the following
- Faster loading times across the schedule views
- Improved data syncing speeds across devices and different users
- Smoother drag and drop scheduling process
Posted on Monday August 7th, 2023
Additions:
– Our #1 requested integration is now live in Projul V2! Introducing 1build live cost data now available in Projul.
- Know what to charge. Get fast, accurate labor and material costs for your estimates. 1build pulls the most recent data points from all over the country so you are getting the most up-to-date pricing for your area.
- Save loads of time and effort. No more calling or driving around to get updated pricing for your estimates!
- Instant access to 68 million live construction data points! Including costs local to your area.
- Accurate and up-to-date construction materials, labor, equipment, and assembly costs.
- Streamlined estimating by inserting cost items directly into your estimates. Way less typing!
- Be more profitable with accurate pricing data.
- Elimination of cost overruns and improved bidding confidence.
Check out this video to learn more about 1build!
– Keep track of costs and better understand expenses at all stages of your project!
Start tracking project expenses even if you don’t have a project budget created first. You can now add additional expenses to the job costing page without having an estimate created first.
Remodeled:
– Save alerts have been updated to notify you when you have multiple editors open and unsaved changes have been made within your Projul account.
– Projul now allows for 4 decimal places to be added when adding costs and quantities to an estimate. This is especially helpful when using assemblies within Projul and you are wanting to enter a certain price for an item without the quantity being affected.
Repaired:
-Improvements were made to the saving feature to ensure most current data is being safely stored across all devices.
-When syncing payments with Quickbooks the date of the payment displays as expected.
-When editing lead details, the “time in status” in the lead pipeline functions as expected.
Posted on Monday, July 7th, 2023
Additions:
-Improve customer communications, professionalism with estimates, and ease of use with Projul’s new discount feature!
Create and save standard discounts like “Veterans Discount”, “Holiday Sale”, or “Referal Discount” and then easily apply them to your estimates. This makes tracking and presenting discounts a simple and pain-free process.
Check out this video to see how the discounts feature works inside of Projul.
– Applying templates to your estimate has never been easier! When creating an estimate, you have a new option to add an estimate section template from the main estimate editor. Start Building estimates faster today!
Remodeled:
– When editing a project or lead, you now have better access and visibility to customer information within the editor. Quickly access phone numbers, addresses, or other important information!
– When logging in to Projul, a loading indicator has been added to show you when all your data has been securely brought down from the cloud.
Repaired:
– All the buttons in the project editor screen function as expected.
– Improvements made to the task card menu buttons from the schedule page.
– Editing project notes works as expected.
– Improvements made to the job costing page performance.
– Filtering by photo, file, and project tags works as expected
– Improvements made to the estimate assemblies editor. Updating assembly units properly updates section prices.
[Important] Projul Version 2 – Upgrade beginning this month!
Posted on Monday, March 13th, 2023
We are excited to announce the release of our all-new Projul Version 2! Our development team has been working overtime for months to build V2, and we will begin migrating customers (in phases) to this new version this month.
We will notify you in the app within the next several weeks when your company will be migrated to V2. At that time you will be prompted to re-login to your account using your existing username and password. For mobile app users, you will also be prompted to download and install the new mobile app before signing in. QuickBooks integration users will need to connect their QuickBooks account to V2.
Some of the new features and improvements you can expect to see in the initial V2 release include:
- All new and improved high-performance backend
- High-performance native mobile app
- Faster and more stable overall experience
- Near-instant data sync between devices
- Improved and faster QuickBooks integration
- New scheduler with improved controls
- Easier and smarter user permissions
- Enhanced Gantt chart functionality
- Estimate and invoice discounts
- New photo markup tools
- New communications center
- New notifications center
- Numerous other enhancements and performance improvements
The user interface of this initial release has been designed to feel very familiar to our current app to minimize confusion and keep you working efficiently.
We appreciate your continued support of Projul, and we hope that you will love the new features and improvements in Version 2. If you have any questions or comments, please don’t hesitate to contact us at +1 844-394-8541 or support@projul.com.
Best,
Projul Team
P.S. In case you’re curious about what’s coming after the V2 release, below is a list of some of the exciting features that are already designed for development and implementation over the next several months!
- Customizable alerts, including reminders
- Enhanced customer portal
- Purchase orders
- Selections for estimates
- Estimates and invoices redesign and upgrade
- Implementation of JustiFi: an alternative payment processor option to WePay
- Implementation of 1Build: real-time, local cost data (paid 3rd party feature)
- And much much more!
Build Notes 1.4.5473
Posted on Monday Dec 5th, 2022
Additions:
- Communicating with customers just became even easier! We know that both your schedule and your customers schedule’s are extremely busy, and ensuring everyone is kept in the loop of communication is a challenge. Now, when you or your customer sends a message in the customer communications channel, the Project Manager on each job and the customer receive an email notification that a comment has been made. No matter where you are, or what device you are on, you can be tied into all customer conversations.
Remodeled:
- We have made an adjustment to estimate templates. You can now create templates with customer estimate fields! If you have specific requirements for an estimate like federal ID numbers, specific estimator info, or any other custom field, these can be built into your templates. Eliminate dual entry and get your estimates turned around even faster.
Repaired:
- Adding cost lines and material categories from the cost line management page functions as expected. (7523)
- General improvements to clocking in and out from mobile devices. (7603)