Build Notes 1.3.2820

Posted on Monday, February 28th 2022

We’ve been hard at work! Take a look at what we’ve been up to:

Remodeled:
  • The new WIP report and recently upgraded “Project Budget – Job Costing & Actuals” pages now have additional tool tips. These tooltips describe the individual components as well as the calculations being run, as/where applicable.
Repaired:
  • Applying project types to a newly created project will function as expected.
  • When viewing an invoice in the print preview, payments made to other invoices will no longer display, mirroring the customer’s view from their portal link.
  • Photos and files that contain a ‘#’ in the name will now download as expected from the main photo gallery.
  • Deleting a project while a task editor is open in the background will now function as expected.
  • Tasks displayed under the ‘show more’ button on a project lead card will now display the right date.
  • Editing an estimate from the Search component will now display the project photos within the estimate editor, as expected.
  • Syncing customers to QuickBooks Desktop with the setting “Last Name, First Name” specified, will now function as expected.
  • Resolved a scenario where a new invoice could be marked as paid when the project has previously been 100% invoiced.

Build Notes 1.3.2207

Posted on Wednesday, February 23rd 2022

We’ve been hard at work! Take a look at what we’ve been up to:

Addition:

  • Added a user-specific setting that will allow a basic user to view project photos to tasks they’re associated to.

Repaired:

  • Attaching multiple photos to an estimate or invoice will function as expected.
  • Added back columns on project budgets for estimated, scheduled and recorded work hours that were overlooked with the budget overhaul.

Build Notes 1.3.1029

Posted on Monday, February 7th 2022

We’ve been hard at work! Take a look at what we’ve been up to:

Addition:

  • Added the ability to create a pay period between the 1st and 14th of a month.

Remodeled:

  • Modifying the name of a file will now update within a customer’s portal.

Repaired:

  • Switching between tasks while being clocked in will display as expected.
  • Fixed a delay in a multi-day task displaying as complete when all tasks have been completed.
  • Fixed a display bug that could be experienced by selecting the same user for one task several times in a row.
  • Fixed a delay in a task being marked as complete from the lead pipeline.
  • Fixed a scroll issue that could be experienced in certain conditions when a photo name within an estimate was edited.

 

Build Notes 1.3.0833

Posted on Thursday, February 3rd 2022

We’ve been hard at work! Take a look at what we’ve been up to:

Repaired:

  • Edit button on invoice editor will display as expected for non-itemized invoices.
  • Filtering for a rejected lead reason in the lead pipeline will work as expected for custom-added reasons.
  • Removing the lead from the on-hold status will display appropriately.
  • Clicking on an email icon from the Search page will open a user’s default mail program as expected.
  • Sort options on the estimate page will display as expected for basic users.
  • Adding text to a cost line will display the save button as expected.
  • Deleting an exported labor task from an estimate will allow the user to export the labor item again, if desired.
  • The Mapbox link will no longer display on the “Who’s Working” map.
  • A line item with a quantity of 0 will no longer display “undefined” next to the line item name.
  • Fixed a scenario where, when applying certain line items (those with defined markup), and other specific criteria are met, a wrong value could be applied.

Build Notes 1.3.0800

Posted on Monday, January 24th 2022

We’ve been hard at work! Take a look at what we’ve been up to:

Remodeled:

  • We have introduced much more functionality with our new Pay Rate functionality. Set pay rates names, types and default rates on a company level, and specify on the user level. Additional option to apply specific pay rates to different types of projects and/or tasks. With this pay rate functionality, we have added additional options with overtime rules; being able to specify overtime multipliers per pay rate.
  • The schedule date columns will now remain a consistent width when shifting to the left or right in the day, week or month view.
  • The image display has been updated in estimates and invoices to be consistently sized as well as able to provide a title and description to the attached images that your customer can see in their portal view.

Repaired:

  • Fixed a specific instance in which adding a time log for a clocked-in user would clock them out.
  • Exporting data will no longer be limited to a set number of rows.
  • Users with limited estimate access will see estimate documents as expected.
  • Fixed a display issue where invoices with payments recorded using WePay wouldn’t show an accurate status until opened.

Build Notes 1.2.9890

Posted on Thursday, December 30th 2021

We’ve been hard at work! Take a look at what we’ve been up to:

Additions:

  • Added the ability to create negative line items in estimates and change orders on iOS devices.

Remodeled:

  • Added the ability to filter by ‘teams’ or ‘groups’ on the daily time log page.

Repaired:

  • Headers for print previews will display as expected.
  • Total number of comments on a project lead or project will calculate and display as expected.
  • Time logs recorded within the ‘Project Budget – Job Costing’ page will display as expected.
  • Adding a project to a time log for a task after time has been recorded will display as expected.
  • Cost breakdown PDF (found within an estimate) will now include associated change orders.
  • Exporting labor items to tasks (from an estimate) will work as expected after changing a labor item’s name.
  • Specific scenarios would cause a file to not upload to an estimate or change order. This has been fixed.

Build Notes 1.2.9548

Posted on Wednesday, December 22nd 2021

We’ve been hard at work! Take a look at what we’ve been up to:

Remodeled:

  • Project Number will be added as an additional column to Project Export and Project Lead Export sheets.

Repaired:

  • Switching between text fields on mobile will display as expected.
  • Entering decimals into line item fields will work as expected.

Build Notes 1.2.9366

Posted on Wednesday, December 15th 2021

We’ve been hard at work! Take a look at what we’ve been up to:

New Additions:

  • The ability to archive tasks is now live! Archive tasks will continue to appear in the ‘search’ page and on project schedules, but will be out of site and out of mind for task pages and filters.
  • Customers synced with Quickbooks Desktop can now sync customers as Last Name, First Name, rather than only being able to sync as First Name, Last Name.
  • The contact form integration now has the option of adding images as well!

Remodeled:

  • Style changed to clocking in / clocking out that communicates when the time has successfully been logged.
  • Downloading an image will no longer open a second tab in your browser, and will simply download the image instead.

Repaired:

  • Project Lead cards found within the lead pipeline will now be formatted properly (certain device sizes were cutting off buttons previously).
  • Taking a photo in the comment channel on mobile will now upload as expected.
  • Line items that display a quantity to customers will display as expected in the customer’s portal view.
  • Attached photos and files on invoices can be scrolled through while on a mobile device.
  • Filtering for customers and projects on the schedule view (on mobile) will show corresponding tasks, as expected.
  • Large document numbers will no longer prevent the creation of new projects and leads.
  • When adding a contractor, the required fields will now display, as expected.
  • All photos will now display in the main ’photos & files” area, no longer being limited to the most recent 1,000.
  • Fixed a rare rounding error with estimate line item markups.

Build Notes 1.2.8553

Posted on Friday, December 3rd 2021

We’ve been hard at work! Take a look at what we’ve been up to:

New Additions:

  • It’s time to simplify Absent and Time-Off tasks! Within the settings, you can now specify whether or not you’d like these type of tasks to require being marked as complete or not.
  • One size does not fit all: You can now create custom rejected reasons for both leads and projects.
  • A printable PDF is now available for the “Project Budget – Job Costing” document.
  • Invoices now have a net-45 option.

Remodeled:

  • Basic users can now clock into projects that they have tasks associated with.
  • Users who need estimate approval from an administrator prior to sending will still have access to the portal link after the estimate has been sent.
  • Adding a new cost line will put the cursor inside the text box so you can begin typing immediately.

Repaired:

  • Total file counts on projects and tasks will calculate and display as expected.
  • When a task is associated to a project, any photos uploaded to that task will be associated as expected.
  • Fixed a crash that could be experienced in a specific scenario when uploading photos to the comment channel.
  • User icons on tasks and projects should remain static as expected.