HCSS Plans and HeavyJob Monthly Webinar July 2024

Alright. Thanks, everyone. It is ten o one, so we'll go ahead and kick off. We'll do introductions. I think we've forgotten to do that the last few not months. So my name is Reid Renfro. I'm a product marketing manager here for HeavyJob at HCSS. We have a number of items on heavy new HeavyJob updates, some Plans updates. So I'm gonna kick it over first to John Knudson. You're gonna hear a lot from him today. Have him introduce himself. Hey, guys. I'm John Knudson. I'm one of the technical product managers for HeavyJob. I typically work with HeavyJob Web and helping get customers converted over to our web software from the the desktop version. Andrew? Thank you. Andrew Fowler, senior product manager for HeavyJob. Just more or less overseeing all these brilliant minds as they, actually, do the work and show off what we're gonna see today. Thanks, Andrew. Britney? Good morning, everybody. My name is Britney Klosterman, a technical product manager, working alongside the team for some new features in HeavyJob Web, things like potential change orders, exports to accounting, and a couple other things that you might hear in the next couple months. Cassie. Hey, everyone. I'm Cassie. I am the technical product manager over Field Android and also myField. Adam. Hi, everyone. Another member of the product team here, Adam Black. Been with the company for a little bit. My lawn does not look as good as Matt Fiddler's, because mine has a large pile of trees and other decaying debris right now, which is still not yet been picked up. Matt, we can go to you. My lawn looks very good aside from the giant stack of, bamboo and the, broken fence, but, we're we're making it work. I'm Matt Fiddler. I'm part of the consulting team, usually working with these fine people as well as y'all to help you get the most out of your software, figure out the best way to do things, whether it's, pressing more buttons, pressing different buttons, or figuring out a, better process outside of the buttons. And last but not least, John. Hi, folks. I'm John Bradshaw. I'm the technical product manager for, HCSS Plans. We'll go ahead and get started today. Quick run through on the agenda. The number of updates on HeavyJob around Plans photos, and the time card daily die digest, labor rate setups and exports to Excel, adding and editing library materials. We have a great new toggle summary in the totals row. Britney is gonna go through some of the latest, PCO updates. John's gonna take us through, how we can edit exported sheets and Plans. And then finally, we have a a poll on some myField kiosk login modes. So lots of exciting topics. And with that, we'll go ahead and start with HeavyJob, and we'll start with export to Excel. Alright. I'll take it from here. So with the export export to Excel functionality, this is something that you might have noticed we've been kind of rolling out, one page at a time. For those that are familiar with the rate set grids within HeavyJob Web, we've got one for employees, equipment, and then also for T&M employees and T&M equipment for those of you that are, charging jobs at a time and material rate. So, a a big part of this workflow is just that, you know, hey. Sometimes we have rates change throughout the course of the year, throughout the course of a job. We need to have a way to update those. So, we're just looking for more ways to make that a more streamlined process. And what we realized is that a lot of folks are are wanting to get those rates out into Excel format, update those quickly in kind of a grid or just, you know, they've got a new set of rate sheets, that they they brought in. They wanna import those. So, we wanted to make that export import functionality really streamlined. So, what you'll notice now in the employee rate sets, that's the last one. So every single one has the ability to export now. So as you go into the different rates at grids, you'll notice a, an export button. And let's take a look here real quick. I'm gonna go ahead and share my screen if that's okay. Let's see. And, John, while that's coming up, looks like we do have a your first question about, whether it's available web only or hybrid. As a reminder, hit those questions up in the q and a section down at the bottom, and we'll be able to answer them hopefully live. Alright. All yours. Great question. So, one big distinction, between the hybrid system, which is kind of the desktop version that also has, some web access. It is all the setups for hybrid are still on the desktop system. So any of your rates, any changes like that to your setups would happen on the desktop system. Whereas in web only, all of our setups occur in that web system. So the short answer is is you'll only see this in the web only system here. Alright. So I've got my labor rates set here. You'll notice as I get into my different shifts, that's where where I'll actually see the export to Excel option. I can pump those out, modify changes, and then reimport those. And you'll notice that each page has, an option for export to Excel. So as you're going through and maybe you're just updating one section. Maybe you're updating all of them, one by one, but that will give you the option to do that there. I'm gonna hop over to a different screen here real quick and show you another option here. Are you guys seeing my screen okay? We're still seeing the minimum base rates. Oh, there we go. Okay. So I wanted to hop over. I've got some different datasets. So, this was the one that had the different rates. But, another cool addition that you guys may have noticed, this has been released for a little while, but within my T&M rate sets, I actually have an option to view previous rates. So we noticed that that some folks are actually creating a new rate set because they want to kinda have an archive of the rates they started with. So this gives you the option now to go ahead and just update the same rate set, and you'll still have the the ability to go back and view past rates. If you're viewing those past rates, we we mark it as red to make sure you know that these aren't the current ones. But if you've updated this same rate set, you will see this drop down, with the different options there. So, lots of functionality going into these rate sets. We just wanna make that workflow as smooth as possible for you guys. So please, let us know how that's working out for you as you're updating rates on your job. Alright. So moving right along, we also have some work on the library materials. So, for those folks that have been using the web only system, again, this is kind of a a setup option. So this is something that you would only see in the web only version. Hybrid folks are still managing the material library on the desktop system. So we had a a library materials list that kinda showed you everything that existed within that business unit, and we heard a lot of feedback from you guys that, like, hey. We'd like to make changes at this business unit level. We'd like to be able to have, more bulk options, more sweeping changes. You know? Say, for example, you know, somebody just put in the description of a material wrong, and now it's popping up up on my jobs in a weird way. It's confusing for me, and, I don't wanna have to go to each job's material setup and change that. So while it is very important to have job level overrides for different types of jobs, we also wanted you guys to be able to make some of those quick changes. So, in in this slide and I'm gonna do a live demo of this as well, but you can see the option to edit material codes. This is one, that we really wanted to make sure had some good confirmation there. So you won't be able to just go frame to frame to frame to frame. You know, this is at the business unit level, so we wanted to make sure that each change was confirmed. But you you know, once you change the code there, it will show up with a new code on your jobs and on any existing transactions. That's kind of a business unit level, change. Alright. And if you could hop over to the next slide there, Reid. Thank you much. We also wanted to give you the the ability to add new materials. So pretty straightforward with this one. You're gonna put in the code, description, cost type, HeavyBid code. These are the four things that we are handling at the at the business unit level right now. Let us know if there's other things. We've heard different feedback, about what you guys would wanna see at the business unit level. And so any of those that that really make sense, to change for the whole business unit, we'll definitely consider adding in. I wanna hop into another demo here. So let me make sure I've got the right down. Okay. Okay. Share my screen. Okay. So you can see here I've got my library materials list. I can add a material like we just saw. So, you know, this will show my existing cost types. If you wanna add new ones, that's in a different part of the setup, but we can pipe in a new material there. I'm gonna cancel out for now and just kinda show you what I can do with my existing materials. So similar to the rate set, we've got import and export functionality. Check out this import. We're looking at some new options to make that a little bit more streamlined, to have some previews as you're as you're importing data. So, some some new changes there with the workflow. Obviously, filters, you can search for materials, search by, cost type. So if you're looking for just a specific cost type to make changes, you can do that, filter those down. And then once I have the filters the way I like them, I can select these to see more options. So, you'll notice as I click the checkbox here, it shows me the number of items I have selected and gives me some new options here. From this, I can change the cost type of this or multiple, materials. I can if I made description, description changes, I can sync those to the job level. I can also delete materials. So you'll see some information pop up, you know, obviously, some confirmations when you do this, but it will, you know, let you know how that's gonna work when you delete those. Obviously, if you've used those on transactions, those will not be affected. We want your your transaction data to still be available regardless of the changes that you make here, and then I can clear those as well. Just select in the field to make changes. Same thing with the HeavyBid code. We can just type those in. One really interesting one that we made here is our description sync. So I'm gonna change this description here just slightly. Hit enter to save the change, and what's going to happen is it's going to highlight that row, and you will see some information about that. So this is a really important part of this process. We wanna make sure that the descriptions, are accurate, and these might be different for the same code on different jobs. Sometimes you might just want be wanting to change the description for, you know, this material being used from there on out. In that case, you can x out of here. But if you want to have specific jobs that you're syncing to, you can also do that here as well. It will just show you a list of the jobs that the material is available on. As you can see on this one, the only job that it's present for is the Buffalo Bayou flood prevention improvement. So, obviously, if this were a real job, they would be doing a lot of work right now in in Houston if you're familiar with the Buffalo Bayou. So after some of the storms we've had. But that's the the gist of it. I'm gonna share one more thing and then then pass the torch along here. So one other, change that we've made, we're working on using Plans photos more throughout HeavyJob. This is a part of our bigger integration story. We're just trying to make it easier to see all of your data in one place. Regardless of which piece of software you're in, we want you to have as much, interaction with your HCSS software as possible. So Plans photos included. You've probably seen that we've added those to our, daily digest. There's also a small daily digest on the time card. So you can see I've hopped into the time card. Let me open this one from Kaye. As I scroll down, you see the time card data. Here's your material and subcontract items. There's a smaller daily digest here in the time card, which hopefully you guys are using. You can see my diary notes, my weather if I've added it, any any different job tags, things like that. And now I've got some photos that come from Plans, that are also showing here, in my daily digest. So photos coming from HCSS Field, photos coming from Plans, anything associated with that time card, will, show up there in the daily digest on the actual time card as well as the daily digest report. So, just a small change, but, again, something that's really gonna help you see the big picture across your HCSS software. For those of you, you know, that are that are also using Plans, we've got some really cool things coming up for those of you that are using telematics, helping you keep track of your equipment in relation to your HeavyJob data as well. So just be keeping an eye out for more changes like that. We're doing a lot to, expand your view across the HCSS platform. Oh, and I lied. I do have one more thing. So in in, the same idea of of report usability, we've also been adding some more changes. You've probably been seeing, some changes to the employee and equipment detail reports. These reports are completely customizable. You can group. You can add columns. You can remove them. You can save templates. So, hopefully, you know, this is something that is available for both the hybrid and the web users. So if you're not familiar with this process, give us a call at support. We can walk you through how to best use the employee detail or equipment detail report to make custom reports for yourself. But one of the other customization options that we've added is to have the ability to see totals, at the bottom of the report. So those of you that are familiar with this, you can group the report by code, by job. You know, there's all kinds of different factors there, kinda like a pivot table would work in Excel. So you've got really handy subtotals for each group. And now you can toggle on the overall totals, which will take all those subtotals, add them up, kinda help you get the big picture of whatever you're looking for, whether that's hours, whether that's, you know, equipment, labor, different things like that. Anything that's numeric will now be able to total. Okay. And I'm pretty sure that's all I have to say. I'm tired of hearing my own voice, so I'm sure you guys are too. So I'm gonna hand it back over to Reid. Perfect. Thanks. Thanks, John. I know we've had a number of questions come in. So we wanna, Adam, I think you and and Andrew both have a few questions to answer before we move on to PCOs with Britney. Andrew, I think there's a a a big one that we're getting from a couple of people is how come I can't see the stuff that's there? Like, my section ends at reporting, in the left hand navigation. Yep. And and so that's one of them. The the first way to answer that is around whether you have a, desktop system or a web system. So some of the setups that you saw today from John was around material material setups. And so there's really only one brain is the best way of describing it. So the brain is either, back with your server or it's with our server. And so that is what determines, how the all the information propagates all throughout HeavyJob, all throughout Safety, all throughout all all the apps, really. So there's one brain. And so in this case, the the brain that Knudson was showing was on our, website. And so, depending on what you have, if you do have a, a desktop version, you would not have seen those setup functions to get in there. Now that being said, there are permissions as well, for what you have access to and what you do not. We can definitely cover what would all be included within a hybrid company as well. If you only see reports, I'll say that you are shy of few functions. So you have things like the ability to, see daily digests. That's one of our most commonly used features by those desktop companies is daily digest and time card review as well. The reporting up there is excellent as well. You will not have your, exporting to payroll. You will not have a, the setups option, and the one or two others, like a quantities adjustment because you have that tool back inside of your desktop system as well. But only if there's literally only reporting, there are some other things that you can get added on, and feel free to reach out to our support to figure that out. Sounds good. There let's see. Looking at the screen that we're staring at right now, this question goes out to John. Can we get this total on all reports? So it kinda depends on the formatting of the report. This works really well on the grid format reports. So this was kind of our first test, but it is I'm glad to hear that you guys like it. We'll definitely take a look at at some other reports that this would work well for and get that turned on for you. Always the trouble when you deliver a good feature is they now wanna see it everywhere. As always, though, guys, it definitely helps us to prioritize the reports. You have to do them individually. So if you have some particular ones in mind, you can help us prioritize by sending those emails to me at john.knutson@hcss.com. Alright. We did get a couple of questions about photos, about full sizing photos, about getting them time stamped. So that may be something, that we'll be looking at in the future, and I see people writing in the reports they want right now. So I think we'll be good for now. There are several questions that we are gonna cover later on once we get to the next set of demos. Britney. Alright. Before I jump into PCOs, because we had some questions on my previous feature I worked on, for export to accounting, I wanted to answer this one live. So Sarah asked about how she would like to no longer see zero hours in her export. Sarah, I've heard this request from a lot of folks, and I I know originally we're, like, we we're doing this on purpose because a zero is a valid entry. But understanding that there are some scenarios when you copy your time cards and you're bringing over that information that you really you're doing that to help remind your foreman of what information is on the time card. And so you really would like some ease to make sure that those zero hours don't cause errors in your accounting system when you actually export to accounting. So I hear that. We're currently looking at some request for export to accounting improvements we could make, and that is on the list. So, thanks for your feedback. Really appreciate your, your testing and trialing with our new features to help make them better. And then I think you asked another question, Sarah, about, T&M. So two questions. One question was about organizing your T&M bills, by maybe date or some other options. We are looking into improving T&M progress or sorry, T&M billing in the near future, and that is another improvement we are strongly considering. And I don't know if we wanna jump the gun and talk about that T&M marking all things as T&M and run that poll real quick before, we can check the PCOs. Let's do it. It is very fresh and newly created based off the question that was asked, but we're we're interested. We wanna know. Yeah. This question is, hey. I really don't wanna hit every single cost code to mark them as T&M. I wanna be able to make the whole jobs cost codes T&M in one easy way, one easy click maybe. So we're curious how often you guys might run into a T&M a fully T&M job. I'd like to know, Adam, what the difference between sometimes and occasionally is. Occasionally is like, I mean, like, maybe once in a while. Okay. Sometimes it's twice in a while. Okay. Kinda like the difference between y'all and all y'all. Yeah. Right here. I I keep forgetting that we're not all Texas here on the polls. Some of us are from the great up north. North meaning north of Texas. Like, John's from Oklahoma. I think it's it's north. What was the north? Don't tell him that. I already get enough crap from Andrew about being from Oklahoma. K. Looks like we've had half the participants. Alright. I think I think we're good there. So it looks like we we have a we have a lot of people doing this. I think I think this is more than I was expecting, to be honest. So good to know. Right. So we're gonna dive into potential change orders now. Totally changing gears. So, as you guys know, we've been working on this feature for a while, and it is now available to everybody. So, if you were not a beta customer, you could see it now. And we have added new features, since we've released it a couple weeks ago. So I'm actually gonna go ahead and share my screen to show off this new feature we're talking about. Let's see how well this goes. Alright. Hope you all see my screen. It appears you can. Can I move this guy? Oh, yeah. There we go. Alright. So where I am right now is I'm not in the potential change order log, but I'm actually in my setups. So I'm in jobs, job lists, and I've navigated to my cost code tab. What we realized is a lot of times when potential change orders become relevant is when you're maybe adding a new cost code for your foreman to track. So what we wanted to do was make it really easy for any potential change orders you might be logging to be directly linked to the cost code that you might be adding. And to do that, what we did was we improved this add cost code button. So when I click on that, you will now see, so maybe this is some extra work. So I have my e w o o one code, and I'm gonna call it extra work zero zero one. Everything is normal except for there is this new option right here, link potential change order, where I can actually go and say, hey. This extra work code is specifically related to our migratory bird nest removal. Everybody I show, at HCSS thinks that this is, like, a joke, but I actually, when