HCSS Operations Monthly Webinar April 2025

Thank you everyone for for joining today. Again, my name is Reed Renfrow. We're gonna have two presentations, two and a half presentations today. Adam is gonna be going over some exciting sneak peek in the co pilot. Frank is here to talk a little bit more about insights. And then I think we have Jen for a special surprise on safety as well. Just as a reminder, if you do have questions, please use the Q and A feature. You can go in there, ask questions, we'll try to answer live if anything gets relevant or at least fairly someone will respond to your chat to get your questions answered. So any questions that you have today around the topics we're presenting, please ask, and then we should have a little bit of time at the end for Q and A for anything else that we didn't cover. So with that, I'm gonna turn it over first to I'll have everyone that's presenting today introduce themselves. So Adam, can we start with you? Sure. My name is Adam Black. Glad to see everybody joining in for our monthly webinar. We're just having fun here. All right, I'll toss it over to Jen. Let me talk. You should have refreshed the slide, but actually no, this is better. You guys won't know exactly what I'm going to talk about, it's related to incidents, so we're going to keep that a little bit of a secret. No, no, no, don't click forward, no, no, okay, It's safety. It's it's on iPhone, and I'll I'll talk just a little bit about that, guys. But I'm Jen Watley. I'm the product manager for, safety. And, popcorn Gaston. Oh, you're on mute. I am on mute. Hey. I'm Gaston, technical product manager for safety skills forms. And I'm probably not gonna say more than a sentence beyond that today unless y'all have questions that I should answer. Hey, I'm Frank. From the consulting team who is slightly faster than Frank. HCSS stands for Highly Competitive Scholastic Sports, which is not true, but worked for Dan Lisbonnie and I to go walk on the field in the horseshoe at Ohio State. So if you are clever and come up with whatever your acronym stands for, can get you into some fun places sometimes. Hope you're all having a wonderful day. We're doing a Consulting Connect event in Denver right now, so the handful of you that are not with us are in front of Dan Lisbonnie, and we might chat about that a little bit at the end. But I'll pass it back to Frank. Finally, my turn. Thank you, Matt. Hey, I'm Frank Baumgartner. I'm a product manager focused on the utilities market, and some new motions we're making there to make, all of our products better for not just the heavy civil market, but for utilities contractors. And today, I'm gonna talk a little bit about insights and use utilities as an example, although utilities is not specifically the focus today. Who else do we have to hand off to? I can see five of us right now. Let's see. How about Brittany? Brittany, there you are. Hi, guys. I'm Brittany Klosterman, and I'm one of the technical product managers on HeavyJobWeb. I work with Frank and Fowler for a couple of different areas. You guys might know me from export accounting, potential change orders, some of the utility stuff, and I'll hand it off to John. My name is John Knutson. I'm one of the TPMs for HeavyJob as well. And this week, HTSS means, have crutches standing selectively since I just got big toe surgery, due to early onset, big toe arthritis. Alright, I'm gonna hand it off to Colby. Hey guys, I'm also a technical product manager for safety skills form along with Gassen. That's also probably all I'll say for the rest of this webinar. Do you all have questions, which we're totally open to? We've got a lot of safety stuff, but we'll be talking more at the next webinar. We've got some cool things to demo. That's right. I think next month's webinar we are going to be going into the stuff that we are about to release as we move into our quarterly release cycle at the beginning of June. So the end of May webinar will be focused on stuff that's coming out presently. This month we have a couple of different things going on. We actually, as much as we love our monthly webinar here, do other things at the office. One of which was we actually did a webinar in conjunction with ENR earlier this week in which we went over data and insights and where AI is going. But we weren't able to show a bunch of cool things because we're doing with E and R and they you know some restrictions on what we can show. Plus they're not our customers yet, at least some of them were not. Some of you may have been on there as well. But we do have some cool stuff to show, and we figured this was the right place to do it. So let's let's hand off to Frank to start us off looking at what insights is capable of. All right. Is the slideshow still showing to us? It is not. Let's pull up that one slide real quick. I want to give folks just a little bit of eye candy before I swap over. There we go. Okay. So, I'm going to talk a little bit about insights today and specifically I want you to get a feel for the fact that we are moving in a direction with Insights that empowers you. I am going to use utilities work orders as an example, And I'll talk through some of that data, but that's not really the focus today of this conversation. So you can see some eye candy over there on the side. We've got some reports. If you've ever built your own reports in Excel or more specifically with Power BI, those pictures shouldn't be shocking. Those green dots are calling your attention to the fact that there's some revenue totals by crew. I can filter to a contract. I can get some graphic visualizations of profit over time on that contract or for a specific crew. I can get into the details, drill down into the details of specific jobs. You see that down below where it says totals by work order. A job is a work order. I can build out a hierarchy in a report that shows the job and then the cost codes under that job, and then the revenue per crew under that job. I can even throw a map onto a report in Insights and see the location of those jobs and click into that map to drill into the details. These are all things that are probably familiar. You've seen them in places. Maybe you've never built one yourself, though, whether it's in Excel or Power BI. So these things were not built by a developer. I am not a developer. I didn't build these reports. I'm using somebody else's sample, but they're not a developer either. They're a part of the sales engineering team. But I can build reports. That's something I want you to take away from this is that's a direction we're moving. We want you to understand and learn that you can go get your own data. You can explore your own data. Furthermore, we provide sample reports. Some of them are samples. Some of them are reports that we outright expect you to need to use and use those very specific reports, not just view them as samples. But you can learn from those samples, and that's something that I want to show you today. That's one of the focuses. The whole idea is just getting you accustomed with the idea that insights is moving in a direction to make reporting a do it yourself tool. And it may feel daunting at first. There is a learning curve to this. This is a work in progress from us, but I want you to start to get comfortable with that idea. I am specifically going to look at some revenue cost and profit data, some performance metrics, just to show you that that stuff is there. And one of the interesting things, I think the most interesting thing is that this is daily data. When we talk about revenue data, we often think about having to go to the ERP. And ERPs are great monthly close tools. They're not great daily close tools. HeavyJob and our operations products in general are allowing you to have insights into your data on a daily basis. All right, that's all I'm gonna say from this slide. I'm gonna go into a live demo here. Give me just a second to switch over. Please switch I have a question for Frank or anyone else. How could a customer get set up within Insights? So I'll answer that one. Insights, first of all, is available to everybody. But if you don't have access to it, it is something that you can enable in your http:sapps portal. If you have any struggles with that, call into support and they'll help you walk through it. It's not a challenge. Some of what I'm showing you today is actually a next version of the underlying data model and insights. It's called the company model, and that's because it is pulling together data across your HSS products for your company. You may not have that enabled by default. Again, that is something that you can call in and talk to support about. When you get insights enabled, the stuff that I'm showing you for the most part will be there. Reports will be there. The underlying data will be there. You won't have to do much to go get them. As far as DIY reports, you'll have to start to learn how to do some of that stuff. So that's a little bit of a shade of what I'll show you today, those DIY reporting capabilities. Jen, did I hit on what you were asking there? Yeah, think you did. It's just a common question I hear from people. They've seen some really exciting stuff out of Insights and they go, How do I get started? And it really is so simple, you guys don't even have to talk to anyone at HCSS, you can turn it on yourself. That's right. Exactly is wrong with talking to people at HCSS? Jen, why is that the selling point to Insights is that you don't have to talk to people? It's not as though we said you don't have to talk to our sales team. Like that also true, but they can call the rest of us. Call us just for a chat, but you can also turn it on yourself or we can help you. That is very true. You know what? I think I shared the wrong screen with you. I just realized that. Let's switch this one. I share something that was just sitting there static and what we really wanted was There we go. Is that better? No. Come on. Why do I have two things showing the same thing? Alright. Bear with me, folks. I clearly gave myself more options than I needed. Share. Not that one. Was picturing your command center with seven monitors. Is it this one? Is it this one? Yeah. Alright. There we go. Are you now seeing my Power BI my Insight screen? All right, my mouse is moving. All right, good. Okay, so first I want to show you something that is not what we're about to talk about. So last month we showed you a report called the DFR report. I had to refresh that because I had it sitting there for a second. And the DFR report, I'll show you a PDF version of that. It creates what's called a paginated report. A paginated report focused on the word paginated. It's all about a report that is so well formatted that you could literally put it into a PDF and print it out onto something like an eight and a half by eleven page. Right? So if you built something in Excel, you would have to make sure it would fit on a printout. Those reports are meant to be prebuilt. You type in a couple filters, you hit go, and it runs the report. You can't do anything more with it. It is meant to answer some very specific questions. It's not meant for you to go explore data and build your own. That is something that you can do in insights. We build those reports for you either on your request or we have some that we build out of the box. Those reports are not what I'm gonna be talking about today. What we're gonna be talking about today is these insights analytical reports. And the example I'm showing you is a list of work orders and the cost codes on each of those work orders and the foreman who worked on each of those. And in this case, the revenue, the total costs, the margin, the margin percentage, the revenue per labor hour that rolls up to each of those jobs. So here I've got a job called FGE-one. It's got multiple cost codes on it. And under this cost code called short side pipe connection, I can see me, Frank is a foreman. And interestingly enough, I incurred some costs, but I didn't earn any revenue. So that's questionable. I looked down at Brittany and Brittany is clearly earning her keep. She made eight thousand six hundred dollars and only incurred fourteen hundred in costs. Excellent job. Eighty three percent margin is shockingly high, Brittany. I actually have some questions about that too. Furthermore, I can drill into these so I can click on Just Frank. And oh, by the way, did you notice the map moved? There's a map here. The map is dropping points where each of these jobs are located. And if I remove these filters and I go back to see the whole thing, I can see all the jobs that are currently in view. This report is currently filtered to a specific contract. We've got three contracts in the system, and I'm only viewing FGE Sugar Land right now. But if I switch over to two hundred two thousand five hundred two instead of five zero one, you can see I get a new map area. I get a new list of my jobs and their cost codes and all the revenue. I can go into this map and decide to select just a handful of them, and that's going to filter down. Those are the ones I already had shown. I go over here, I can see it filters down to just the ones I selected, and two of those actually have data. Or I can go back and show all of those. So now my report is not just a matrix style report, it's interactive with a map, which is really cool. I didn't have to go get some mapping application to do that. I could do that right here in Insights. You can see I'm on page one of this report. A report can have multiple pages so that you can start to organize your visualizations. When I come over to page two, I'm still working in this FGE contract. In fact, I'm gonna switch back to the first one because I have some more interesting data here. So I'm on the same contract, and I can see each of my crews. Now instead of seeing the totals by work order, I'm seeing the totals by crew. I can look at Britney's crew and see that her revenue is around twenty thousand over the all time date range. I haven't filtered that down at the moment. I can see the total cost and the margin, the margin percentage. And I can even drop a chart on here to see how she's doing over time and how we all together are doing over time. And I can start to see some trends about when we're making our money and when we're not, when we're incurring costs, when we're hitting our margins. Down here, have a transaction details. This is starting to get down into the weeds. You can see on a very specific date, I can see Stuart as a foreman worked on FGE one thousand and seven. That's his work order. He had a specific cost code he worked on called crew days. I can see all those same things we've been talking about, the revenue, the cost, the margins, the revenue per labor hour, the number of equipment hours. So I'm starting to pull together data that's getting down into the weeds. And one of the really cool things here is I've got a time card column. I can actually click into that and launch HeavyJob directly to the time card that was driving that data. And I can see on that time card the hours, the equipment hours, and I can scroll down and get to some of that pay item data we were talking about. I can see the quantities and the budgeted total, the expected, and I can start to figure out what was going on there. Why was Stuart actually I say why was Frank claiming a bunch of costs up here in the labor and equipment hours, but not recording pay items? If I click into Britney's, she was bringing in revenue that was up and above her costs and getting a strong margin. That's right. That's right. Pump that arm up. Example data, just example data, Britney. All right. So I'm just painting a picture here just to show you some capabilities that have to do with things that you're probably familiar with, the jobs, the cost codes. But now we're layering in revenue data, specifically this directly entered unit priced data that we talked about in the last webinar. Now I want to show you how you would create this yourself. Now I'm not going to walk through this whole thing. This isn't a training. The point isn't for you to walk away thinking, ah, I know how to do this. Frank just gave me this excellent training in how to use insights and Power BI. But what I do wanna do is show you a very quick example of how you can look at one of our sample reports and learn from that sample report, how might I go build this myself? You can use our samples as your own training tool. Take a look, first of all, at this table. I want to let you burn that into your mind for just a second. It's a list of work orders. Under each work order is a list of cost codes, and under each cost code is a list of foremen. We've got revenue cost margin data to the side of that. All right, that's what we're gonna work with as an example. I'm dragging over onto the screen. Make sure everybody can see this new window. Yes? Somebody give me a thumbs up. There we go. Thank you, Pindler. What I did was I recreated a very simple version of that table, and I'm gonna show you how you can use that existing table to figure out how to build your own. So when I click into this table, over on the side I skipped a step. I skipped a step. I'm gonna take a step back. How did I get into this mode? Let me show you that real quick. When I am on an existing report, I can click edit. And edit launches me into a mode where I get these things over on the side. Now we won't allow you to edit the reports that we have, deployed to you that we wanna control, but a copy of that report can be editable. When you see these things over on the side, what you're seeing are the visualizations and the data fields that you can go get. And if I click into this grid, it's a visualization. You can see it highlighted this little box here. It is a matrix visualization. If I click on this one, it looks like a map. You can see this box highlighted. It's called map. That's how I get into this mode of editing to look at what's going on with an existing report. Now, if I wanna create my own, the way I do that is I go up to data models, I expand that and any data models, think of a data model is just a set of data that you can work with, that you can report against. I can pick. And what I did this time is I picked the company data model. This is the one I mentioned earlier is being rolled out some people. Think actually everybody technically can have it. You just may not have it enabled by default if you were previously using Insights. If you click on company data model and what it gives you is this blank canvas that you can start to work with. I created this report and we're going to look at how to use this sample one to create our own. So when I click into this matrix, I can see, oh, okay, this thing is using a matrix. The other things I can see below are, it's got rows of data. If I hover over this one that says code, you can see that little pop up says job brackets code. That means it's coming from a table of job data and it's using the field called code. If I go down to the next row, this one is coming from a table of data called heavy job, job cost code, and it's using the code and description. So on and on, I can go through these and explore where they came from. But now how do I go find them? If I look at this job code, I can actually just search this list of all the tables. I'm gonna remove this filter and I can find a table, HI, it's all alphabetical, called job and it's using the code field. And because that code field is checked, it's been added here. So if I wanted to replicate this and start to build my own, I come over to my blank canvas, I'm gonna add a matrix, there it is. I'm gonna come over here and go to the job code and add it and boom, it drops it into the rows. You can see I've got a piece of sample data that it immediately pulls in. In fact, it's just pulling in one of them because I have this selected over here. But if I deselect it, it's gonna show me all the job codes it can find. Next, I want to go in and find this code and description. It's in the job cost code table. So I'm gonna click back on my new one and just type in job cost code and it filters that down for me and I'm gonna get the code and description. It dropped that in for me again, but this time it made the mistake of putting it into the columns, so I'm gonna put it into the rows. So now I've got a hierarchy of job and cost codes. Then I want to go find the name of a foreman. It comes from the foreman table. Again, all I have to do is get rid of my filter there. I'm gonna come down to the foreman table and grab the name of the foreman and throw them under there. So now I've got job, cost code, foreman. I don't have any data to look at. So now I go back to this table, I hover over the data, I can see this is coming from the heavy job job cost table. So I'm literally going to look for heavy job underscore job cost. And I'm going to click on my table and I know because I already looked at this that I want these fields called direct entered margin, direct entered profit, direct entered revenue, direct entered revenue per man hour, and I also want the total costs, actual costs. You can see that all of those that I clicked on got added into the values, and here you can see in my table, they're not formatted yet, but it added them all as columns. So now I can expand this job, this poll installation, and see that Rob Pennington. I can see all of that data. If I want to reorder it, I want to see revenue first. I want to see the revenue per man hour right next to that. I want to see the costs right after that, and then I want to see the profit right after that. So now I'm going to reduce this table to give us a little more space. I'll expand this one so we can see more here, and I'm gonna reduce some of these over here so we have a little more room. Now I can start to go in and get these things a little bit better organized. Now I'm not gonna go through all the details of how to format this thing and make it look pretty. There's more to learn there. But you can see that I have now recreated this table here, which was a sample of this table here. And it only took me a few minutes to go do that myself. And I didn't know already how to explore this data model, but I used this sample to go figure out where is this data and how is it set up. And so now I can get rid of those filters and I have all of my jobs and I have all of the cost codes under them and I have all of the foreman under them and I can see the cost and revenue. I built a quick profit margin report, and it only took me a couple minutes. And I did that just by exploring an existing job. I'm sorry, an existing report. All right. So that's where I'm gonna end it. The whole takeaway there is insights is there. It is something as Jen asked that you can go get, you can go use the data is there. You can go get this data. You can go use it. There is a learning curve, but I want you to feel like you can go grab an existing report and use that report, but also learn from that report how to explore your own data and how to start to play with it and build your own analysis and get better insights into how your company's operating. Awesome, I'm gonna jump in just because we've had a few questions, Frank, I know when you're sharing, you can't see all of them, so we just wanna run through a few of them really quick. Sarah, she had a few questions, let's go through those first. You know, she shares insights is amazing. If we don't have access to the full power BI tools, I need to be able to customize things. And, Gaston, I know that you might be able to talk a little more deeply on this. Any thoughts here? Yeah. So we as Frank was just showing, you do have some edit tools. Perhaps, Sarah, I'm taking a guess here, but maybe you're looking for things like being able to set up custom measures, being able to edit the data model to add in custom columns, write your own DAX queries for custom calculations, that sort of thing. That kind of stuff is not available here in Insights, but we do have something called Direct Access that lets you plug it into your own Power BI description that that would allow for all of that. But as far as in the insights itself, we have basically the edit stuff that Frank was just showing off for everybody. Yeah. I think it's like it's really great for customizing, setting things up. If you're gonna go further, if you're gonna write a DAX query, which I don't even know how to write, then you might need something just a little more powerful. Alan also asked, is there a place where we can see what data is being added to the model over time? And that would be releases. And I think that is releases dot h s s apps dot com. Am I right on that guys? Is it that? No one's nodding. So okay. Update updates dot h s There we go. That release is the old one. Don't use that one. Updates. Httssapps dot com Alan, if you look in there on insights, we are adding what date has been added in there so you can just check over time in case there's something new that you want to add to a current report, or build a totally new report around some data that's been coming in. And then we have some more. Nuno asks: we are already using insights one of the challenges we face is understanding the measures provided in the model can you share a place where you can see the formula being used behind the measures? Clearer designations on simple things like BISF safety incident table, have two calculated fields, count of incidents versus incident count. Man, you know, you're really serving up for something I'm going talk about soon. So, bear with you, and actually we have a data dictionary that has some of this data updating it right now. And even late summer, fall timeframe, we're going to make an update that allows you to hover and see a little bit more about those details. So that'll be coming out in the data dictionary. I'm not sure if it's visible yet, but I know it's being worked on. So hopefully that can come soon and help alleviate some of these questions. Insights is very new for us. We're pushing it out there. We're seeing y'all trying it out, and hearing what you need really does help us. So feel free to keep sending questions, keep giving us feedback, because that just helps us give you what you need. There's a couple more than a couple comments here about custom calculated fields, custom measures. Jen mentioned that and I just want reinforce, we hear you. If you made that comment, you're by far not the only one. This is one of the big powers of Power BI, but specifically in the desktop. And it is something that the team is looking into how we will add into insights. We're not there yet, but we absolutely hear you. All right, definitely a couple more questions, but we're going to jump to our second topic of today. And Frank I'm going to take over the screen share from you. All yours. While Adam takes that over, I know we're trying to run through stuff, I know Samantha asked, what is the name of the starting report you used? So Frank, before we move on too much, do you know the name of that report? I do know the name of that report, but you probably can't see that one. It is a sample that we use in demos, but because you are looking for something to explore, I will go will work with the insights team to see if we have another good example that is similar to that one that you can learn from. If not, we are working towards getting some more samples out specifically that are focused on some of that revenue data. So bear with us. I will send you something offline about that though. Sounds good. Can everybody see my screen? Yes. Awesome. All right. Looking at HeavyJob right now, but in particular, in fact, I'm going to actually answer a couple of questions prior to getting in here. But we talked about where to go to see new feature releases and stuff like that. It is available up here from the help menu up here. Clicking on product updates will take you out to updates. Hssapps dot com. You don't have to remember the URL gen. It's right up there at the top and you can see a bunch of cool things here. It was mentioned that we needed to add an insight. We have insights here and we'll start making sure that the new data that they add gets placed in here as well. But it would also be handy and something that was in here previously, but is not currently in there. And I did say that we had it in there on Tuesday at the webinar with ENR. And I do apologize for those of you that saw that and was expecting to be there. We're going get the data dictionary that Insights keeps updated and make that available within CoPilot as well. You're just able to ask questions of it. But speaking of CoPilot, as many of you already know, we have HTSO's CoPilot available right here in the slide out comes out on the right side of the page. I'm not bring up our nice new welcome screen here. Excuse me. Made some very cool additions to it recently, including the ability to see your conversations to be able to jump into previous conversations, whether it's how do I calculate expected value. I can also go ahead and ask a new thing. I can see, hey, which of my jobs are over budget and be able to hit that. And it's actually going to go. I hope there are not too many jobs in the system. For those of you with thousands, this will run very slow. But it's going off and looking for jobs. Copilot is obviously a great new feature for us. We've had thousands of customers already using it. We keep on expecting to build more. And so we have a team dedicated toward that. But one of the cool things that we do here at HSS, which some of you may be aware of, most of you probably are not, is we do an Ideas Cup. It's a hackathon, if you've heard of this from a tech perspective. Developers get together on a weekend, in this case, two weeks ago, two weekends ago, and just they get to build whatever they want. They get to come up with ideas, they get to ask us for ideas, they get to toss them around themselves, sometimes asking, you know, hearing stuff at UGM, and just then they get to go build. And it's build whatever they want. There's no guarantee it ever makes it into the system. But just go have fun, get some food, work as long as you want, and just knock it out over a weekend. In this case, it was a long weekend. They spent three or four days working on it and we had some very cool projects come out of there. A couple of which we definitely expect to be in our system by the end of the year. But one of them I actually want to show y'all and talk about just to get your opinion. We're all friends here. Interested to see how you can see taking this a little bit further. As everybody knows, we have CoPilot here on the right. And it's very good with the data that it has today, whatever data it has access to. So right now it has access to all of our support articles, has access to product information, it has access to how your jobs are doing. You can actually dig in and see how my jobs are doing right here. Must pick jobs with better data next time. Nothing expected there. Awesome. But very soon it will have access to safety incident data that Jen's team is providing for everyone to be able to see and directly access within CoPilot. Yeah, and I just want to jump in right there that not everyone will see it. If you have incident permissions, you will see it. That is a fair point. Let's be clear, if we didn't have to worry about that, this feature would already be out. If we didn't care whether people, anybody in your company had access to incidents, then this already would have been released. We noticed that that was kind of something important, we decided, and so the teams are working together right now to make sure that it is very much locked behind closed doors, and only those that you give access to incidents and access to the jobs for those incidents have access to them within Copilot Chat. And we're actually doing a beta with people to just run through absolutely everything before we release it out to the wild, so if you're interested in joining that beta feel free to reach out to me at jen. Watleyhess dot com everyone else, just wait a little bit. Hold up. Just hold up. It will be out soon enough. So I'm going to switch over to a new tab here, which has something new that was built in here. And we've gone from a sales data system with horrible data to our development QA system with we're not even going to try. I'm not even going to run the dashboard report. But what I am going to point out here is that we have a new search bar up here. Please, know what, you can actually write a haiku about this page if we wanted to, but I'm going to actually choose to actually go somewhere real quickly. So let's end up going to the daily digest and it's going to open up for me. So, I can actually ask for any feature across all of our web products and be able to hit it directly. And so now this has popped up and we can find some data real quick in our system here. I'm able to come in here and say, alright. Summarize this page. And it's able to actually tell me what's going on. It's choosing to tell me all about the left nav here. It's still fine tuning this. This is very much it's not even beta what Jen's going with. This is very much a hackathon put together over the weekend. But that ability for you to be able to search for whatever you need across all of our systems, the ability to ask questions about what's going on on a page. So if I said, tell me about daily digest. I spelled that correctly. And it's jumping in there and it's telling me exactly in theory, what it's seeing on the page today. And it can do the same thing across any of our pages and we're not actually having to program that in. Fortunately, it's able to just dissect the page right there and tell us those things. It's going to be able to summarize your day, summarize the weather for all we care on this screen, be able to talk about time cards in detail when you have questions, be able to look at reports and be able to identify things there. And that's that's more of a phase one perspective or phase two technically, since we already have the slide out elsewhere. I actually kind of want to try this. Let's ask Copilot to write a haiku about this page. Daily tasks unfold, weather shifts, progress is tracked, projects move ahead. I'm speechless. This is what development, when they really focus on things, this is what they're able to deliver for us. The level of value here is unmatched. I think the value comes from asking really specific questions like, hey, how has weather impacted my jobs? And things like that, of saying this is the time frame, I have a specific question, and just help you sort through all of the data that you have. It absolutely is. It absolutely is. And what we're trying to do, as Jen points out, is actually to take copilot from something that's able to answer basic support questions. Not that we don't love it when you'll call us, but take it from something that's able to answer basic support questions to something that's actually gonna sit there on the screen next to you and be able to help you and make you more efficient and answers answer questions that way. So as we look at things, we're going to take this one step further and look at what the developers did. I'm going move over into heavy bid. And yes, this is an operations webinar. Yes, we are mainly heavy job safety plans focused. And yes, our heavy bid team loves when I am demoing their new heavy bid stuff. This was announced at UGM this past a couple months ago. So heavy bid is moving to the web. We are having a web offering which will be available later this year in beta. If you're interested in that, I'm the wrong person to email, but you can email me and I will forward you to the right place. This is what it looks like. It's a very cool tool. It can do a lot of things. It even has the undo button up here, and it has our search bar that our developers worked on over the weekend. I'm going to go ahead and add an activity here. For those of you that are familiar with heavy bid is as simple as that. We're going to call this twelve thousand three forty five. Yeah, whatever that works. Type in the description this will be our asphalt paving. Let's see, we need to do what? Hundred. We'll go tons. All right. Now, if I'm used to heavy bid, if I've been building things out for a while, I can probably pretty quickly go in there and add a crew that I like for this activity, add in resources. But we have a new tool up here and we might as well see what it does. So I'm going to suggest resources for this activity. Actually, I'm going come back out because I think it needs to be reminded. Suggest resources. Oh, I didn't probably do that. And it's going to go and look at what the activity is and look at my historical data on how I've bid similar activities in the past and go, okay, this is what you've done before. This is what we recommend. And I'm going come in here and go, yep, yep, yep. I actually don't need my traffic control because I don't know. This is a parking lot that is shut down and nobody can access because we're doing other work in other places. I don't care about traffic control. Don't want that there. And I'm gonna hit accept. And you'll notice it went and added these activities in here. And at that point, I can come in here and make changes to anything I need to do. Thirty five. You'll know how this goes. Type in. For some reason that was a sticky key there and I didn't notice it. So I've screwed up my unit cost in certain places. I'm going to come down here and yes, I could go to undo, which will be a standard heavy with the feature, but instead I'm going to come in here as well and go to last change. This is our audit history. And you know what? To be honest, it's pretty obvious exactly where my mistake was in this thing. But let's assume it's not quite as obvious. I can actually hit the magic button again. It's literally labeled magic right now. Not sure if we're going keep that name in there. And it's going to highlight that on the screen itself. It's going to show me here in a grid and then highlight it right here on the screen itself. Okay? Now imagine that capability across all of our reports. So you're on the time card adjustment tool, and you need to say, hey. Who got charged who who was given more overtime than they should have been? And you hit the magic button and it highlights it. Now we already have overtime spreaders. We already have ways of filtering the report. What this is going to allow us to do is actually to interact more easily with the user and the software with you or others on your team, allow y'all to get into there and be able to identify the stuff that you need that makes sense for you. And you're not having to go through filters. You're not having to go through more complicated options on there. All right, so those were the two magic buttons that I'm showing off and as much as we do care about heavy bid and we love our estimating side of things. I'm actually interested in what y'all think from an operations point of view is where we should start thinking about magic capabilities in HeavyJob, whether it's in reports or on the time card screen or on daily digest. Is it in safety where you open up the analytics screen and you're looking at things there, but you're able to add a magic button that does something else. Or you're setting up safety meetings. Or is it in plans where you need help identifying the descriptions of the different plans sheets that have come in and having imagined magic button that automatically suggests those for you in the system. So if anyone has any ideas on those, if anything, saw this and it sparked something in you, by all means, put it in the Q and A or for that matter, just email one of us and they will get it to me. But this is something that we think is actually going to power the software in some very cool ways going forward. I want to be clear and I promise the developers I would say this, you are not going to see this next month. This is not something that we're going to have out immediately. It looks like it's done and it looks great. And this is something that we were amazed that they were able to do within a four day weekend. It is still not ready for production. It is still not ready to give y'all access even in a beta mode just because we don't like giving you things that we're not sure if it's gonna work fully. We don't like giving you things that we're very there's a strong likelihood it might break. And so in this particular case, we are holding off and we'll likely see it later this year at some point. But in the meantime, we are trying to figure out what those magic capabilities are going to be and what you have ideas for there. So if anybody has any ideas on those, by all means, hit us up with those and let us know. All right, so I do see several questions have come in. All right, so Sarah's asking, we want to be able to use Copilot without chat. So yes, Copilot will remain in our slide out here. So it's going to stay there, but we are going be adding it into the top bar as well. So you will be able to use it without chat there. And for Laurie asking, I'm not seeing that search bar. That is the new aspect. That's what they were able to build in such a short weekend. And that's what we will be doing and going live with later this year. But I'm not making a guarantee that you're going to see it in the next or two. So that's the new functionality. It's the sneak peek that we like giving our friends on this webinar access to before anybody else. You're able to see something that doesn't exist yet. But it's pretty cool. And if you have ideas on how to make that better, Lori, by all means, hit us up. Is the suggested resources function only in heavy bid web? Are estimators using the desktop platform? Great question. Right now, don't actually have any estimators using the web platform in production. We have some customers that have already been given access to the beta, and there's more on the way coming soon. But that being said, we don't recommend using our web in production just yet. We don't know yet how we can expand the AI functionality to our desktop system yet or even whether that's gonna happen. Just because the website of things is a lot easier and more accessible for us, It's even going to be a question for us in applying this to mobile and how we get it done there. Gene's looking. Good to see you, Gene. I don't think I've spoken to you in several years, but great to see you here. We're looking to heavy bid tomorrow, focused on AI, so it's good to see we are absolutely very focused on adding AI capabilities. There's a lot there that we can do both on the heavy bid side and the heavy job and safety side. So you're actually getting a look into this that many people do not have. And looking down, you want to. Yes. So looking, yes, couldn't we have that available in all products? Okay, so Nuno's asking, couldn't we have that Co Pilot sidebar available in all products like heavy bin fleet and not just in HSS operations? We will once again make that recommendation over to our friends and those teams. It shouldn't be too big of an ad for us to add that both on the telematics website as well as the heavy bid web functionality. And for those asking in the subscription settings, right now Copilot is tied to HTSS chats. That is an item that we're going to be working on over the next couple of months to separate out those permissions within credentials so that you can enable chats separately, and Copilot will be a separate checkbox for you. If you want to give chat but not Copilot, you'll have that option. If you want the ability to have Copilot but not chats, it likely will be in that top search bar where you'll be able to have full access to the Copilot from the perspective being able to ask any questions you need, being able to access the magic when the magic is added in the copilot later this year. So yes, we are planning on separating those out as a phase one copilot has been going for over a year now as a phase one just to get it out. It was very closely tied with chats. All right. I know there's some several other questions have come in, which we will attempt to answer, but I'm going to stop talking now and hand this over to Jen to close this out for our third feature that we're discussing with you all today. I will close it out, but I'll need either you or Reed to share screen for the PowerPoint. Reed, you're already on top of things. So guys, I'll keep this really short because I know we're right at time, but within safety there is the incidence module, which just makes it super easy for people in the field to enter their data. And it's also on the web, can enter incident data from safety. Hssapps dot com. And it's been offered on Android phone, Android tablet, and iOS tablet, but if you go to the next slide, it hasn't been offered on iOS phone and we thought we need to fix that, especially because a big thing we're working on this year is offering custom incident forms. So we wanted to get this improvement out and using just to make it a little easier for anyone who's needing to send these in to be able to use it on their device. So this is something we're working on. We're going to give you a demo at the next webinar, which means it is coming soon, and it's going be the same exact layout and interactions and functionality. We've done some improvements on this but we're gonna save that for next time just to go in a little more in-depth on it. So I think that's the short and sweet version of it and I think we have Q and A next, although we've been answering it So like I said, our own Dan Lisbonnie and several other folks on the team are out in Denver today for our second day of Consulting Connect, which is basically considered an advanced heavy job class. Next month I'll be leading an Advanced three sixty class at our headquarters in the land of sugar in Texas, just outside of Houston. So if you want to come down and join us, I would love to see either you or your co workers down in May, and then we'll be coming up to Chicago in July. You can sign up for any of those by scanning our big old QR code, if you want to hold up your phone to the screen, or if you go to hcss dot com slash consulting, it's the second thing on the page where you'd be able to go take a look there. Probably won't be able to click on that link in the presentation, but want to make sure you all know that we're coming to see a few different cities this year. Hope to expand this over time, but really excited. I've had some good feedback. We did one in November of last year that was really good in Sugar Land. So looking forward to having you join us or us seeing you in a city near or near ish you. Very cool. Thanks, Matt. And we're eager to see how that first one went in Denver once they actually finish it today. All right, there were a couple more questions that came in at various points that we missed earlier. We did our best answering the questions as they came, one of which is it seems odd that Insights is under the global admin tools instead of across the screen like the other programs. I should have pointed that out when I was sharing my screen, but I'm not going to do that. Anyway, is at the top right that you can access Insights via the hammer and screwdriver icon at the top right of most of our web screens. We do plan like the long term plan of insights is it's actually integrated within each of the products and is able to display these reports, those insights reports directly where you're doing your regular work so that you're not having a bounce between insights and heavy job as Frank was sharing earlier, which is still great with that patented click through technology, Matt. But it is something that we do plan on actually moving insights into each of the products, whereas that admin console will always be available there at the top right. And that last question I think we wanted to answer is can we apply filters to Copilot to be able to filter just based on our jobs? Sarah, that's a great question. Right now Copilot can actually see your job data for jobs that you have access to as a user. So we're not showing you job data that you do not have access to, that your admin is not giving you access to in credentials. Unfortunately though, we have some of us that have thousands, maybe not even thousands, we have lots of jobs that we have to, but we only really care about ones that are associated with a specific job tag or other filter that we've set up. And Copilot cannot access those at the moment. However, we do have an item in our backlog to be able to do that. When we released at UGM, that functionality, it was one of the first things said is, Hey, either it's not working, it just spins for me. We're like, Well, how many jobs do you have? Thousands. It's like, All right, didn't expect that. Sorry about that. We should have. And the next was, we just want to be able to see the jobs that I care about. I have access to the rest of them. I don't care about them. I just want to see the jobs that I care about. So being able to filter that, especially by job tag to just cut that list down is on the list of stuff that we're going be doing. So great question. Definitely on the list of stuff for us to do, and we will be doing it. Well, without any further questions coming in, I think we've actually landed the plane four minutes early, which like never happens with this webinar. This is amazing. We will be back, all of us, next month for the whatever the last Thursday in May is for our quarterly release sneak preview in which we'll show you all the cool stuff that's coming out in the first week of June. But, please do come back and visit, and share the link with anybody that at your company that would like to also join in. There'll be a recording posted at some point, but just share the link. You have a fun time live. So we look forward to seeing you all next month. Thank you everybody. See you, everybody. Thanks. Bye.