General
• New Equipment Tracking module available that tracks equipment and vehicle
information and costs.
• Added employee screen for all modules. Track
employees, work schedule and training/certifications.
• Added new To Do list
features. Added ID, status, priority, responsible party, resolution date, and
notes.
• Open issues are tracked by project/company, status, priority and
appear on the project summary tab.
• Increased security with option to
require user id in addition to password to sign into the program.
• Added
project/contract #, job number, spec section and sort order options to the
project list filter options.
• Added email support for TLS connection type
to enable emailing through Office 365 or Gmail.
• Added ability to add
multiple insurance policies to companies and to the company insurance report.
• Added option to add notary information to contacts and to copy project notary
info from contact info.
• Added document folder setting on project to use as
default folder when creating/selecting external files.
• Changed customer
drop-down list on general info tab to put inactive companies at the bottom of
the list.
• Added option to sworn statement to show columns for original
contract and change order amount.
• Fixed issue with sworn statement
including contracts & change orders that were after the period to date.
•
Changed company drop-down lists on project screen to put inactive companies at
the bottom of the list.
Contractor Billing
(if you don't have this module, you can add it! Click
Here for more information)
• Added electronic signature to notary information and billing plain paper
payment applications.
• Added notes column to payment application details
line items for improved tracking capabilities.
• Added an option to add a
suffix to the billing change order number, e.g., “1-Revised” or “1a”.
•
Added a field to print a message below the amount due on the payment app (if
not using sales tax).
• Added option to create a template from schedule of
values including page break and totals fields.
• Added an option to print an
invoice number on the payment application.
• Added an option to print an
item code instead of the line # on the schedule of values and pay app.
•
Added a ”revised” option to add a suffix to payment application number, e.g.,
“1-Rev” or “1a”.
• Added option to filter billing reports, billing
worksheets and A/R reports by project manager.
• Added options to not print
billing worksheets if only balance left is retainage or unpaid A/R amount.
•
Added option to bill all items at once using an overall percent complete to
apply to all items.
• Added option to bill items on payment app using latest
daily report figures for percent complete.
• Changed billing change order
summary report to add project manager column and filter by type option.
•
Added notary info button to pay apps print screen to make it easier to change
notary info while printing.
• Added option to print either the application
date or the current date as the signatory date.
• Added change order
reconciliation report to schedule of values reports to find discrepancies.
•
Added the option to print a notary electronic signature on waivers and
releases.
• Added option to copy notary information from project,
preferences or contacts into waivers and releases.
• Added option to include
notes and approved by signature box on billing change order work order report.
Certified Payroll Tracking
(if you don't have this module, you can add it!
Click
Here
for more information)
• Changed WH-347 report expiration date per latest US DOL modification. You
will get future updates.
• Certified payroll report updates (OH, MO, MA, MN,
NJ DOL MW-562, NY Dorm. Auth., RI, NV).
• Added ability to create WA
Department of Labor and Industries certified payroll XML upload file.
• CA
DIR XML file improvements. Added option for fringe benefits to use hourly rates
or weekly totals.
• Added listing reports including summary/detail project
lists with last report date and last timecard date.
• Improvements to
QuickBooks integration to reduce project list refresh time & improve error
resolution.
• Changed reports to allow multiple time card entries with the
same project/work class (manual entry only).
• Utilization report usability
improvements. Defaults can be set at company and project level.
• Added to
employee detail report (date hired, new W-4 fields, work code, gender, OSHA 10
cert, plan).
• Added termination date and reason terminated to employee
screen and employee detail report.
• Added feature to print multiple payroll
report types for the same project at the same time.
• Changed QuickBooks
payroll items form to add sorting and filtering options to improve
manageability.
• Changed company drop-down lists on project screen to put
inactive companies at the bottom of the list.
• Added hide inactive option
to project wages rates screen to not show rates for inactive work classes.
•
Includes any updates for the next year to remain current on the report formats
and tax table updates.
Communications
(if you don't have this module, you can add it!
Click Here for more information)
• Added a Work Order tab and report to proposals.
• New continuous option for
RFIs, Notices, Transmittals, Submittal Log, Daily Reports, Material List and
Punch Lists to print the signature at the end of the document instead of at the
bottom of each page.
• Added option to print a signature on the Drawings,
Telephone Log, Material List, and Punch List reports.
• Added company to
“From” tab on Notices, Letters, Transmittals and Submittals
• Can now edit
start date, duration, and end date on schedule list form without editing details
on task.
• Added an option to include a note on the RFI report that “costs
cannot be determined at this time”.
• Added an option to print a third
signature line on Proposals and added signature line to telephone log.
•
Added option to add a suffix to the telephone log number to indicate revisions.
• Added a conversation tab to telephone log to capture conversation notes in
addition to internal notes.
• Added SOV tab to Daily Reports form and added
to report to indicate percent complete for billing items.
• Added transmittal
number suffix field to Transmittal screen and reports.
• Added item number
and prepared by fields to submittals forms and reports.
• Added option to set
default description text for submittal other items check boxes.
• Added an
option to print the Request area on an RFI answer report.
• Added an option
to make second signature line on proposals optional.
• Added a new proposal
type of “Invoice” to print a simple invoice from the proposals screen.
•
Added a continuous report type option to the telephone log to place the
signature (if used) on last page.
• Added buttons to telephone log screen to
add entries to correspondence sent and received logs.
Contract Documents
(if you don't have this module, you can add it!
Click
Here for more information)
• Can now edit start date, duration, and end date on schedule list form without
editing details on task.
• Added an option to add a suffix to the contract
change order number, e.g., “1-Revised” or “1a”.
• Added the option to print a
notary electronic signature on waivers and releases.
• Added option to copy
notary information from project, preferences or contacts into waivers and
releases.
• Added option to include notes and approved by signature box on
contract change order work order.
• Added a new proposal type of “Invoice” to
print a simple invoice from the proposals screen.
Estimating
(if you don't have this module, you can add it!
Click
Here for more information)
• Added new manual resizing option to allow specifying font size of details
datasheets.
• New manual resizing option saves column widths and row height
so you can resize columns.
• Fixed problem with new line characters in
estimating default settings for submitted to field.
• Made adjustments to
reduce form distortion and improve readability when using auto-resize option.