Build Notes 2.5989
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.
Build Notes 2.5985
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.
Build Notes 2.5981
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.
Build Notes 2.5951
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
Build Notes 2.5913
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.
Build Notes 2.5902
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.
Build Notes 2.5899
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.
Build Notes 2.5897
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.
Build Notes 2.5893
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.
Build Notes 2.5884
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.
Build Notes 2.5863
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.
Build Notes 2.5832
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.
Build Notes 2.5821
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
Build Notes 2.1.2354
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.
Build Notes 2.1.2158
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)