HCSS Plans, Safety, and HeavyJob Monthly Webinar January 2025

Alright. It's 10 AM here central time, so we'll go ahead and get started with our first webinar of 2025. Wanna thank everyone for for joining today. We have a big crew, on here. My name is Reid Renfrow. I'm the product marketing manager here at HCSS. And, before we jump into some of our product updates, I do wanna take just a moment to talk a little bit, go through our agenda, and then we'll talk about some changes that we have coming for 2025. I'm I'm excited about some of these changes. I think they will help benefit all of you out there. As always, if you do have any questions at any point throughout our presentation, please go into the Q&A section in Zoom. You can put questions in there. We'll answer some of them live. Others will be answered in chat, but use that Q&A section to provide your feedback. So we'll talk a little bit about some product release changes that we have coming, some webinar updates, and a few new team members that we have joining us that are gonna be in this webinar going forward. Then we'll run through some Q4 product updates, have a review of export to accounting, and a deep dive from Brittney, and then we'll close with Q&A. So what is changing? We are changing how we're releasing products in 2025. We're trying to group our product updates, into quarterly releases that will happen four times a year. So the first release, is happening March 4th, a little bit after UGM. We will have release a number of our updates that we talk about UGM, and then we'll do the same thing in June, September, and probably sometime in November, early December time frame. And this applies to all HCSS products. So across the board, whether it's here on the operation side, our fleet products, HeavyBid, we're gonna be changing our release schedule to have four releases a year. Now there will still be product updates throughout that time, things like bug fixes, user interface changes. If you call in with a support escalation, those things will still get changed, really at any point that we are able to get them fixed and push those updates out. And we also will have early access and beta programs for some of our early features. So if you want early access, if you especially if you wanna give us feedback, and provide that information that helps our team, get the features that work best for you. You can reach out to a lot of people on this on this meeting, and they'll get you access. And then we're gonna change a little bit of our webinar format as well. So we're gonna have one webinar per quarter probably about a week before, that quarterly release date where we'll focus on all of the new product features for all of our operations products that are coming out that quarter. So we're adding, safety this, this year to this webinar. So you'll see safety updates as well, during those those quarterly releases. And then the other two monthly webinars kind of like this one, we'll try to do a deep dive into a specific feature or use case in HeavyJob, Plans, and Safety and then give you time for Q&A as well. So, please give us feedback on these changes, but, I'll I think Adam wants to jump in and say a few words as well. Well, I just what a what an excellent opportunity for us to introduce ourselves. So let's let's let's go around the room and and say hi. I will start, I guess, after after Reid who who did introduce. My name is Adam Black, member of the product team at at HCSS for too long. That's not true. For a long time. How about that? Been doing this monthly webinar here with y'all for the last seven years, and very excited about the new changes that we're making, both from just the webinar format where we're still gonna be here every month. We're still gonna be answering your questions. But with the update, as we mentioned, to go into quarterly releases for really the major features, you're still gonna get the small stuff out immediately. It will as soon as it's done. But excited to be able to to really focus on go in-depth on on things, on features within the system during the other webinars. And we would encourage you, if you have things you'd like us to go in-depth on, if there are areas of the software that you'd like to see being used more, by all means, you know, let us know. Put it in the q and a, and we'll we'll add it to the list for a future monthly webinar. We'll be here every month, most of us. We got a big team, and now I will hand it off to in in my screen, it's Anil. So we're gonna play Brady Bunch again. So Cool. Sounds good. Good morning, everyone. My name's Anil. I'm a technical product manager, mostly over the field iOS, team and also the my field iOS. Been with product for about a year now and then with HCSS for a little more than six years. Alright. I'll kick it over to John. Hey. I'm John Knudson. I've been with, HCSS a little over five years. Started out in support, so I probably talked to a lot of you all, in that setting, and then been with the product team for a little over two years now. I am one of the technical product managers for, HeavyJob Web, focusing mostly on, reports and different things like that in HeavyJob.com. Alright. I'll kick it over to Britney. Hey. Good morning. My name is Brittney Klosterman, and I'm one of the technical product managers, on HeavyJob working alongside John. I am I've been on the product team for almost a couple years, I believe, and I've worked with many of you guys on some features like potential change orders, export to accounting, and some other things that we're cooking that you'll hear more about. Because I see you all at UGM, and I'm gonna hand it off to Jen. Hey, guys. I'm Jen Watley. I'm the product manager for SafetyInforms, and this is, like we've said, the first time we're doing a big shift where now, SafetyInforms is talked about more in this webinar. So I'm excited to talk about some of the things that are more cross operations. So that's some of the safety time card warnings. That's some of the follow ups that we know people are using really heavily in the field. So we'll save that, for another time, but glad to be here. And I'll go ahead and I'll introduce, my partner, Gaston. I think he's in this call. Yep. I'm here. Hey. So I'm Gaston, and I've been with HCSS for, seven years or so. Been working with the safety product team as a technical product manager for the last couple of years, and then for about four years before that, I may have worked with some of you guys on HeavyJob, Safety, Forms, all kinds of things when I was in the business solutions support team, or you may have think of it as a Tier 2 Support team. And so helping to take care of things that you guys needed there. And, now I'm just really happy trying to make sure that you guys have what you need in in safety and skills and forms. I'm Matt Fiddler, part of our consulting team. Welcome to my Allego office, here to hopefully share some, knowledge. I'm excited. Switching to, to the quarterly releases. We hope makes it easier for you instead of learning about all these new things. It feels like every week, sometimes every couple days, being able to package those up and sit with us for a little bit and say, oh, okay. That's a lot of cool new stuff. Let me go start clicking those buttons. Hopefully, makes it a little bit easier for you to, to know what's going on, stay on top of that, and, start pressing those buttons. And I think, I am also excited to see you at UGM. So if you haven't signed up, please come down. We can almost guarantee that it'll be gorgeous weather in Houston unless it isn't. And to close us out, we've got Cassie. Hey, guys. I'm Cassie. I'm the technical product manager over my field and also field Android. And I've been with HCSS for almost two years now. But yeah. So I'm super excited. We got a bunch of my field changes coming up. So, hopefully, we'll have some cool things coming down the road, in these webinars for this year. So I think Andrew has not gone yet, so I will pass it to Andrew. Thank you. Andrew Fowler, all things HeavyJob Product Management. And let's get this thing on the road. Yeah. Let's get started. And by all means, ask any questions. You will put them in the Q&A, and we'll get to them as they come up. Alright. Well, first, I'm gonna go through one more update and change for this year. We have a new updates tool. You might have already seen this. You probably you might have got an email with a a a link to our first post about this change. I'll put the the link into the chat. But we have a new tool, updates.hcscscapps.com. It replaces our previous road map site. It's in development, and future road map items will cut will be in it after UGM. But this is gonna give you a lot better, information on our product updates. We can include pictures, videos, gifts to help explain these product updates better than we could on the road map site. Everyone should be signed up to get notifications on posts that we choose to notify you about, and all users that have a license for that product should get that notification. So we'll try to save those for our quarterly releases, but we, are excited about this new tool and you'll you should see more emails and updates from this tool going forward. And with that, it is time to go over some of our q four releases. So I think these are primarily in HeavyJob. I think we'll have Anil and Britney go through these. So I'm gonna turn it over to both of you. Alright. Sounds good. So I think we could probably jump right into the next slide and go over what's what we've been cooking over in HeavyJob web. So, what you see right here is this new feature. If you go and select the cost code, and go to that detail, now we have the budget calculator. And, Reid, if you click another click, when you click that budget calculator, you'll see that, you can actually change your quantity, your cost code quantity, and then proportionally update all your labor cost types and hours according to that. So, I've heard from a lot of folks that, man, it's really annoying when I gotta go and pull up Excel, to make a change that really just a simple math equation could help out. So, hopefully, you guys find some use in this. It should be helpful for doing some quick quantity changes. If you're doubling your quantity, we'll go ahead and double all the cost and hours. Keep in mind that we're not smart enough to know if your material isn't proportionally changing. We're, you know, we're not gonna, like, do magic and understand how you do your business. So use this knowing that it is just a calculator and it's supposed to make your life a little bit easier. On to the next one we did, we did a lot of work in the pay item realm, so we've improved the way we handle pay items in HeavyJob Web. What that means is when you import a HeavyBid estimate, if your cost code has a relationship, a one to one relationship with a pay item, we're automatically going to link those cost codes as drivers so you don't have to hit that checkbox a bunch of times if you have a lot of cost codes. We also, have a nice select all, unselect all cost code driver options so that way if you have multiple cost codes to a pay item, if you wanna select them all you can, if you didn't want them to be selected as drivers you can unselect them all in one fell swoop. We also changed the way pay item factors work a little bit, the math is the same, but you can now direct enter the weight that your cost code carries so that way we'll do the math for you. If you've ever entered in a pay item factor, you probably remember that you had to do some crazy math and then you'd have a bunch of decimals and maybe you worked with support or an implementer and they had an excel spreadsheet to help you do the math. It was kind of a pain, so we wanted to make that easier for you. So now you can just type in, fifty percent or seventy percent, and we will go ahead and do that math for you and auto populate that factor column on the far right. Now if your percentages for your weights do not add up to a hundred percent, we'll give you a warning so that you know because we wanna help know help you know whether you're overbilling or underbilling, so that's what that warning's for. See there is a question from Sarah. Can pay item drivers work with parent grand parent bid items yet? The answer is no. I don't have much to add unless, Andrew or Fiddler wanna add on it, but right now, no. Yeah. And and I I think it's important to to to mention. So HeavyBid does allow you within the estimating side of things to have a full trade out. I think they're allowed to go, I wanna say, nine levels deep from my old support days. I wanna go nine levels deep on bid items in HeavyBid. And since we're all on the operation side here, no one's gonna correct me. This is awesome. However, when you conform the estimate in HeavyBid and send it over into HeavyJob, we do knock that down to one level. And so you're picking that level at which you want to bill your stuff to the owner. And so only one level of bid items does come over into HeavyJob. Generally, it is gonna be whatever the owner cares about, and all the cost codes are gonna roll into there and put those costs into there. Although we have some fun changes that I'm sure Britney will talk about in a couple of months regarding what we're gonna do from a billing perspective. But, we don't actually have the parent or grandparent bid items, in inside of HeavyJob. So that that would be a large change for us. But if it's something, Sarah, you'd like to see and other people would like to see, let us know, and we can just, be aware of that. But it would be a fairly large change. Yep. So Thanks, Adam. Yes. So now we'll keep going because we did even more. So that's not all. We also are helping you guys calculate your weights. So if if you've already got your cross code budgets set up, we can actually auto populate those weight percentages based on the cost of your cost codes in proportion. So the way this works is if you've got three cost codes, we're gonna sum the budgets of those three cost codes, and then the one cost code that we're calculating the weight for will take that cost code's budget divided by the sum. That percentage is your weight. So if you select calculate weight driver weights from budget, and then go ahead and click for me read, then you'll see this pop up where you can say, hey. I want this to apply to all my pay items or only a few of them. Hit continue, and we'll do that math for you. Alright. And we also have the ability to export production quantities in the web. That was a Christmas present our dev team gave to y'all. So really excited for that. And we'll talk a little bit more about export to accounting in the web a little bit later. So, just a a little bit of what we've been up to. Excellent. Okay. Now we're gonna shift gears to talk a little bit about the mobile side. We spent the last quarter of last year just doing a quick a a few, quality of life improvements that we heard from you guys either through UGM or through the ideas portal. One of which is to be able to see estimate notes, when you're creating a production plan. So if you can hit play there, read, it'll kinda go through essentially how it works. But when you tap on a cost code, at the bottom right, there's gonna be it'll loop again. But at the bottom right, when you're entering your, entries, there's that view estimate notes button. And so you'll be able to quickly see all the estimate notes that either came from HeavyBid or that you added in from HeavyJob Web. And that is now live and in production. The next slide. Thank you. Another commonly requested, ask was to be able to add photos that are not either in your iOS gallery or from your camera, basically, elsewhere on the device, either in your iOS files or Dropbox or Google Drive or somewhere else. So we did add that as well. So when you tap on that files button, it'll take you to your main, iOS files menu. And from there, you can swap to a a different source and then be able to add in photos that way. K. And then the last, major improvement we did in photos, you probably remember seeing something very similar a couple of webinars ago. Our plans team added this on the plans mobile app a few months ago, and then we released very similar functionality in the iOS app, where, essentially, our photos are now tagged with key essential information. We had heard that previously folks would have to take the photo, put it into a Photoshop type tool or something, add the the key information manually, and then upload it. And it was just a pain. And so now we're doing it all automatically, just key snippets. So the top center is gonna have your job and your job code. The bottom left is gonna have the foreman's name and their employee code, along with adult latitude, longitude, and the bearing, so the direction they're facing. And then the bottom right is gonna have the date the photo was taken and also the time stamp. Neil, I have a quick question. Yes. So, you know, I'm familiar with estimator notes, but I'm not sure that everyone is. Can you walk us through why people in the field might wanna look at those estimator notes? Yeah. Absolutely. And Matt can probably do a a much better job than I can talking through it. But yeah. Sure. I'll I'll let Matt explain it more. Sure. So the, the production plan is basically your what if time card. So if I have, let's say, a not great day, I can go into my, what if time card and play around. It's like, oh, okay. If I had a couple other people or if I cut somebody or if I had a bigger piece of equipment, let me see what I can do to get back on track. That is me what iffing and scratching my head of being able to see those estimator notes. That's the what was the estimator thinking button. So anybody using HeavyBid, all that just flows over automatically when you push your job from HeavyBid to HeavyJob. Now you can see that in your what if time card. So that way, if maybe I happen to be using a smaller crew or a crew with smaller equipment or bigger equipment, but I'm not, I've got a three forty five instead of a, three twenty. I'm not moving enough dirt to make sense to, to have that big piece of equipment. I can take a look and see what the estimator was thinking, see if I've got a clever idea and see how that kinda lines up with what we originally thinking when we, first saw the job. Yeah. That's a good summary. So what if and you can help tell your foreman or other people out in the field. Like, you can see it within here. So it's it's really just a a great way for people to, look at things, make sure they're on track. Yeah. Cool. Alright. I did see there's a couple of photos related questions coming in. I can definitely answer a few of those, as it relates to mobile. Well, actually, let me since we're talking about production plan, let me go back to that one. There's a question on how to enable production plan. That's done through credentials. When you're in your subscription group, you can go in and, turn it on. There's two options, actually. There's a production plan manager, which is essentially for project managers, superintendents, folks that are creating plans for other users. And then there's a production planner field option, which essentially lets you create plans just for yourself, and then you can do your own what if analysis that Matt was talking about. And then there's a question about the the photo tagging that we have shown on the screen right now. Can it be turned on and off? Right now, it's defaulted to on. When we showed the work that the plans team did a couple of webinars ago, we had asked a poll to see would the the audience prefer it to be on by default, would it would they want the option? And so the the vast majority of folks that the feedback we got was they want it on by default, and then the the the input we got was that if they wanted to remove it, they can then take it to that external software and then remove those key pieces of information. But the vast majority did prefer to have it on by default. So right now, the preference is to just always have it tagged on. And then the third question I'm seeing tied to photo stamping is if it's coming to HeavyJob, I'm assuming HeavyJob Web. I don't know. John, I don't can we upload photos in web? Forget. Not not currently. Not currently. Yeah. So just from the from the iOS side right now? But but these photos that are taken in iOS or in our plans app, when they are submitted, those stamps do remain on those photos so that when you look at them on HeavyJob.com on the web, in the variety of our places they go, the the tags the stamps appear there. So they do go up to there. We just don't allow you to currently upload photos from from that spot. Easy chance to have HCSS Field on your phone. So you've just got it if you need to throw those up there. And yeah. So I know that this shows the iPad version, but, actually, the release that went out yesterday, we had the same functionality in phone too. Alright. I'm going to pause before I jump into export to accounting and see if I can use this poll thing effectively. I've got a quick poll for you guys, and would really appreciate if you could answer it. So hopefully, you all see it. I wanna know a little bit about, whether or not you guys have quality programs. So my first question is, do you guys have a quality program? So do you have a company wide program? Do you guys maybe only have a program when a customer requires it for the project, or do you not, but you'd like to? And then the last answer, I promise I won't share the results. No. And maybe you think quality is really expensive, or maybe the kind of work you do, you just don't really you can't justify it. I promise I won't tell your managers if you say, no. You have no need for one, and I won't report it to the DOT. Pinky promise. And There there are some states that just don't care about quality in their roads, and we won't mention those states either. Yeah. I can tell you when I drive through my neighborhood in Houston, it's pretty bumpy, but I do think Houston, does have some kind of quality standard. It's just that the standard is in a different position, I guess, relatively speaking. And then the last question is, how do you guys manage it? So do you guys have a dedicated person where maybe their title is quality manager, or do you share responsibilities? Maybe you're a project manager, but your job is also to ensure your quality is getting done as you install projects. Or maybe you don't have a program or a role in place, but maybe you're interested in in, investigating that. So let's see. It looks like can you guys see the results? I'm not sure how this works. Asking us or you're asking the audience? Well, the audience can't possibly I just shared it. They can't now. Ah, thank you. Yeah. I was asking us. Alright. I do see a question of what is a quality program, and I'm gonna answer that seriously. You may be joking. So and I'm gonna just be very, very, dense and just explain what I call a quality program. So a quality program might be similar to something, I guess I don't wanna say it's similar to safety program, but you might look at quality like you look at safety. So you are installing something, you're building something for a project owner, and when you hand over that project in your contract documents, you probably said, hey, I I promise that this is going to have some certain standards, and those are probably dictated in your specifications. You're gonna say, like, maybe this bridge can support x amount of hours or it's gonna be a certain distance, whatever. But you are ensuring that, hey. I'm handing over what you paid for. And so when we talk about quality program, what what I consider is how do you record your as built? How do you record, any nonconformances? Maybe you work with your design team to identify issues. Maybe you have a punch list before you turn over the project. How do you get your retainage and finally walk away from that project with all your money, from that project owner? So that's what I'm really saying. Looks like oh, that is really helpful to know. I appreciate, so that was not a joke. I would love to know if if quality, what I just described, is not called quality. I would love to know what you guys call it. So please chat that. I've heard, like, q say QC, other names. If quality is not what you call it, we wanna know. We don't wanna call it the wrong thing. Alright. I think at this point, I've beveled long enough. Let's go ahead and move on. So I'm gonna share my screen Once I figure out how to share my screen Well, Britney shares that. Yeah. I just wanna, thank you, Michael, for sharing that you're using, the inspections and safety for quality control. You know, you can tell by us, joining together. We're trying to find more ways to work between HeavyJob and Safety and, just trying to learn a little bit more about, you know, who's using what. So hearing that, you and your team are using inspections for quality, which, you know, it's in the full operation gamut, does give us extra information. So as always, appreciate anyone sharing information about how they use their system and, you know, share it in the comments or just reach out to us sometime. Can you hear me okay? Yeah. Can hear you fine. I do see it says Britney has started screen sharing, but it's just blank. Okay. Okay. Yeah. I'm getting a Zoom quit unexpectedly, I must say. Alright. Well well, Britney deals with a new computer, which she just recently got, I think, yesterday, and had to get a Zoom installed on this morning, and, evidently, that didn't go so well. I'm back. Can you hear me? We can hear you. You wanna give it another try? Or I was gonna I was gonna demo insights in a sec, but let's give yours a try since that was what we were intending to do. I will. Sorry, guys. I'm much better at using HeavyJob than I am at Zoom. Alright. Can you see my screen? Looks good. Nice. Beautiful. Okay. So we're gonna talk about export to accounting, and for some of you, you may be familiar with it, but you might be familiar with it on, maybe you've got a a download called XFAXA on your, computer. It might look like three headed monster type of thing, three headed construction man, or maybe you're a hybrid customer and you use desktop. So I'm gonna show you the third one that we worked on quite a bit about a year and a half ago, where it's on the web, which means that you could run your export from anywhere. So some of you might be familiar with it, some maybe not, so just gonna show you a little bit about it. So right now I'm in HeavyJob. The first thing I wanna mention before I dive in is I see this export button, and if you're looking at your HeavyJob and you do not see this export button, that makes me think of a couple things. One, maybe you're a hybrid customer, you're not gonna see it if you're a hybrid customer. Or two, you might not have the administrative permissions for it, so if you want to play around with it and you think you should, talk to whoever your HeavyJob admin administrator is and they can give you access. So we've got two options. We've got templates and requests. A template is the thing you're gonna do to set up what your, file you spit out should look like. You'll probably touch this maybe once. If you're changing an ERP, you'll touch it again to reconfigure it. Way back when you did implementation, you probably worked with an implementer to, configure it. So I'm gonna go ahead and hop into templates. And what you can see is I can have a lot of templates. So I can have a payroll template, an equipment template, can do a payroll equipment combo. I could, have a quantity template. Why would I want quantities? Well, if your accounting system can accept quantities and track progress, that's a great opportunity for you to, track your cost performance index. So that's one reason why you might. Payroll is pretty obvious. Why why take what you're using the mobile app to collect hours with and not have a nice way to streamline it into a payroll? This can do that for you. So I'm gonna go ahead and just grab one of these existing ones. These are the accounting systems that we know we can support. There are other accounting systems that we can support. It's very flexible. I will say you probably if you've played around with it, you may have found out, hey. It almost does what I need, but not yet. And so if if you ran into that situation, would love to hear why you might not be able to use this. But, essentially, what you do is you can name your template. This one's called a payroll template. You can dictate what kind of file that it that it spits out. So a CSV is pretty typical. And then what's really important is you can say, hey, what kind of data do I want to export? I mentioned we did something new and we now have production quantities. So you can see you can now export daily quantities. So each time the quantity happened on your time card, or subtotal quantities. What that means is between the date range that you're doing your export, we're gonna do the math per cost code and tell you, hey. This is how much was installed during that date range. I am going to kind of fly through these next steps. What I would suggest is if you're really interested and you're like, maybe I'm a good fit, you can call our support team. Or if you're in implementation, work with your implementer. But right here is where it gets really cool. So where I'm at is my main columns. And what this means is when I have a file, think of your Excel file. These are the columns at the top. So like ABC, like this is what data needs to go in each column. And so in this case my very first column, the leftmost column is going to be my employee code and I can say, hey use my employee code for both my labor rows and my cost adjustment rows. So cost adjustment think per diem. Where it gets really neat is I can actually do some some, like, magic. So maybe I say, hey. Use a job, this job code, but if it's prevailing wage let's see if I got a good example. Use a different pay class. I don't know if I have an example of that one. Let's go to the bottom. I'm gonna add a new column. This is gonna be called pay class. So I can say in my labor row, I'm gonna say, okay. I want you to print my pay class. Pretty easy. Just just print, you know, my labor or whatever. But in the case that my job is a certified job, prevailing wage job, Let's see if I've got it. I don't have accounting codes turned on here, but if you use accounting codes, use your imagination, pretend this says accounting code. You can actually go ahead and select from any of your custom accounting fields. So a lot of you might use job accounting code to indicate certified or we do have a certified field. You can select that source value and say when it equals certified, I can either say, hey. Use my certified pay class or I can pick from HeavyJob data. And if I have, like, a pay class, I'll search pay class, Maybe I say use my union class instead. So it's really flexible. If you've worked with our team, usually, on our old stand alone model, we'd have a developer working through this for you guys. If you change your ERP system, then you're like, oh, gosh. I don't know how I'm gonna get this updated. Well, you are totally in control here. You can make the changes you need when you need them. Is it perfect? Nah. Nothing's perfect, but it's pretty dang cool. It's pretty slick. So you can do multiple overrides, so you can have, like, multiple custom logic. I'm gonna pause for a second because I'm sharing my screen. I can't see if there been any questions. There was, Britney. There was one about, exactly what to do if you don't actually see the export function available there on the left. So Mhmm. Running through those scenarios again. Yeah. So if you don't see that, either if you're a hybrid customer, what that means is you use the desktop for most of your functions. Like, think about when you're adding new employees. If you use the desktop for that, then you will not be able to use this function. Or if you don't see it but you are a HeavyJob web only customer, then you need to talk to your administrator and they can give you access to it. Britney, quick question. Can you run the x back SA and the web export to accounting as a web only company? That is a great question. So if if, let's say, you're watching this and you're like, I know we use the desktop one. I haven't really checked this one out much and I'm interested. You can. You should. I recommend it. This might make your life easier. So, let's go ahead and jump into the request. So I'm gonna abandon my my little template. So what what I was just showing you is the actual configuration of the template. You do that once and you're like, hey, I need this kind of data and I'm gonna use that weekly for my payroll. Well when you're ready to run payroll you're gonna go to export, request, and then you'll see these are these are, the, last request ran in the past thirty days. So every week if I run payroll weekly I'll see my last three weeks of payroll, and I can re reference them. If I need, we'll save those files for thirty days. But, to Andrew's question, I'm gonna hit new export, and I'm gonna show you the thing we do to prevent you from accidentally conflicting with your stand alone payroll. So if you're and when I say stand alone, that's the desktop, the three headed guy. So I'm gonna scroll all the way down. And the only thing we do, that might impact, I guess, what your your experiences if you're using both is we disabled this where you cannot, check this, hey mark mark these time cards as sent. The reason why we do this is because we want you to play with this, but we do not want you to mess up your payroll. So if you run this today and you have not specifically asked me or support for the ability to mark time cards as exported, you will not interfere your payroll process. You can run this a bunch of times and you're never gonna mark the time card as sent so that payroll doesn't grab it if you use that filter. So I just wanted to clarify that point. If you're like, I'm bought in, I'm ready to use the web tool, give me access to that, please let me know. It's really easy for us to give you this functionality. We really prevented just more of a protection so you guys don't accidentally miss a payroll, like, some time cards for payroll because you're marking stuff as sent as you're testing this out. Alright. And while we're on the topic, so did you mention support? If you are interested in in getting help set up, support is the place to go to that. Running a two two exports concurrently and and seeing what changes, if any, are between the files is a great way to see if it's going to work for you based upon, what rules you have baked into your export to accounting. So, great way to test it out and and see if you can convert over, with help from our support team. Yes. That's that's a really great point. So, if you're curious, you can try to build your own thing on your own and see how it compares to your stand alone, and that's a good test. Alright. So so what you would do weekly is you would say, hey. This is my, payroll run. I'm gonna be really creative and call it test week ending. I don't know. Pretend that this is Friday. That's what I'm doing. Alright. And then what I can do is I can actually, if you're familiar with our reports, I can create templates that I can grab, regularly. So so what this is is I have basically set filters to, indicate weekly, like, hourly. So let me show you how I could build this same template. So I'm gonna pick whatever kind of accounting, template that I typically use. So what this means is this is that configuration step. I'll I'll pretty much create it and set it and I won't mess with it. So this is maybe my foundation one. If I say, hey. I want this to be last pay week, all jobs, and we're gonna do hourly. So I'm gonna actually scroll down to my employees and say non salaried employees only. So I only want my my hourly employees. And if everything else is good, maybe I only want approved, but, you know, I don't really care if it's been reviewed or accepted. And, then I'm gonna go ahead and go to the tippy top, and I will go and save as. Now call this my weekly payroll template. I was trying to think of my tax terms. Is it nonexempt? It's exempt. I don't know. Hourly. We're just gonna say hourly. Alright. It's mad at me because I already did it. Hourly too. There we go. And now I've created this template so that instead of scrolling all the way down to make my changes, I can just go and grab this and say, hey. Every week, I do this template, and I'm good. If I want other people in my organization, maybe I'm not the only one doing payroll, to be able to access this, just like reports I'd make it global, continue, and now anyone else that logs in will be able to see that. So it's pretty simple. You're, you know, setting your date range, including employees. Like, you might the things you might wanna exclude are temporary employees or, like, you know, hours that you don't pay for, that kind of thing. The last thing you might do with this before you run your export is check out our exceptions report. So these are gonna help you find and identify any gotchas. So, like, if you you expect all your employees to record forty hours a week, maybe you guys do a really good job with attendance codes to represent any hours absent, then you might say, hey. Show me employees with less than forty hours a week. Knowing construction, employees with more than forty hours in a week might, give you a list that's extremely long. So, just keep in mind you wanna set this to the common gotchas. Nothing nothing, that's just gonna create noise for you. You can do the same thing for equipment. So maybe you have a linked equipment requirement for your accounting system. So you can say, hey. Show me my unlinked equipment. We also, back up to the top, we can show employees with missing hours. That means is if in the date range they have a time card submitted with hours, any days that they don't have hours will show so that you know, hey. Maybe they forgot, maybe their foreman forgot them. Generate my report, and then I can see, okay. Here are my employees with less than forty hours in the week. So these are employees that might be missing time. I might need to go follow-up with their foreman. Then I can go scroll down and, hey. Kyle doesn't have any hours reported on Monday or Tuesday. It looks like he was on Jim Cox's crew all week, so I'm gonna call Jim and say, hey. Was Kyle with you on Monday or Tuesday? Because I really don't want Kyle to call me mad at me for not getting his paycheck. Right? So that's, really the goal of this. So against the girl, maybe I I'm happy with this, but, you know, I'm I don't wanna lose it, so I might download it so I could reference it later. And there we go. I'm gonna submit my request, and you'll see I'm collecting data. And if you're used to the three headed guy, this is when you get up and get coffee and wait for maybe five minutes. But here, it's already done. It's really fast. We did some improvements to make the experience better, and now I can see my export. There it is. So that was pretty long winded, but hopefully you guys learned something. I wanted to take a second. I'll stop sharing and see if you guys have any questions. Oh, there's there's there's lots of questions for me. Don't worry. Alright. Let's deal with the ones related to export to payroll first. So do you see all batches or just the batches run by that particular user? Great question. So you'll see all batches within the last thirty days, and it will say who the requester was. So if you got multiple people on your team running report or exports, you can see who's done it in the last thirty days specific to your business unit. Nicole is wondering, can you export just quantities through this process? Yes. You can. So you can customize it. So if you wanna do a payroll export and a quantity export, you can have two templates. You just pick the template, that you need, and you could you can configure it to export whatever your heart's desires, kind of. I'll sometimes see that the case. Let let me process payroll, or let me process payroll and then my equipment, or let me let me get everybody paid, and then I'll come back and I'll spit out the, the quantities so you can make separate templates to be able to give you separate files for what you need to do, which is really cool. Gina's wondering, is there plans to make the inclusions, exclusions, pay class more like the desktop so you can pick, like, pay classes versus individual ones? Let me think if I'm understanding this question. I'm not sure if I fully understand the question. Oh, an l a b star instead of l a b one l a b star. Cards. I don't wanna spoil anything. We've thought about it. Good answer. Well, it's it's an answer. And it's I And it's not a no at the moment. We've thought about it quite a bit. So maybe talked about it yesterday. I don't know. Yeah. Okay. There are a couple other, I guess, we call them more feature requests. But, yeah, one last question, from Keith. How well does it work with cost adjustments? I feel like this is a subjective question, so I would say it works really, really well. Okay. I will say the biggest gotcha that I hear that we do not support right now on the web, and maybe this is what keeps going for is if you do have per diem on days with zero hours, we currently do not export those cost adjustments. So think of your per diem or travel days. Right now, that is not supported with the web export. Otherwise, it works great. So if if you're thinking, like, if that was what you're asking, yeah, we we definitely have heard that feedback, and we're, we're trying to figure out how we make that experience better. Sounds good. Like, there there are several feature requests, Britney, that we'll let you, we'll let you take a look at later and, and respond to directly. Yeah. That sounds good. Cool. Well, we're talking about web. Where is it? I think this one well, I guess it's more of another feature request. John, the ability to set the default max results on the time card to a higher number. So that that is done from a performance standpoint is we do set I think the default is fifty or a hundred time cards visible within time card review. And I think Sarah's looking for it, probably as long as it's sticky to what the user wants, we don't have to change the default for everybody and slow everybody down, that sort of thing. So Okay. Sounds good. I'll take that one into consideration now. And and, Neil, you got a question from Jeff. If you take photos on your phone, but then upload them in the field app, does the stamp appear? It it isn't currently. That's something that we'll explore in the future. We've gotten that request internally as well, so we'll explore that. Matt, you think you wanna tackle prevailing wage? Sure. I'll say, what what was Britney's answers? Like, well, it depend. I'd say the short answer is absolutely we can handle prevailing wage, in HeavyJob. So the question was, can we do it? The the answer is yes. We can do it. I'd say similar to, to the pay adjustments or I'll back up a step. Handling hourly payroll is an easy thing for you to write down in HeavyJob and for us to hand over to accounting because every accounting system knows that, you're probably gonna get to a point where you don't want somebody keying all this in. So we'll let you use some other program, like HeavyJob, and give us a file. We'll suck that in, and you're good to go. So hourly payroll is easy. Prevailing wage is easy ish. As easy as prevailing wage is with the amount of paperwork involved to make it happen. So depending on how you set up your accounting system, then it's very easy in HeavyJob, or there's more clicks in HeavyJob. It's still doable. We have some really cool stuff where you can tie pay classes to pieces of equipment, for instance. So if I hop on a, a skid steer and a loader and an excavator in the same day, and you say, okay, I'm gonna attach those three machines to Matt and whatever the highest rate is, he's gonna get it's gonna automatically change my pay class to the excavator rate, cool, handled or I'm gonna attach those three machines to Matt and he needs to get paid three different rates for those three machines. So now I have three mats with an excavator rate and a loader rate and a skid steer rate, and we can handle that as well. For the most part, whenever I'm chatting with a, a customer, I don't wanna change estimating and I don't wanna change accounting. Y'all are doing great there. We just wanna figure out how we can make HeavyJob work for you so we can talk with both. This is the asterisk to that, that there may be a better and more efficient way for you to set that up in your accounting system that's at least worth talking about. Because now instead of taking a piece of paper and I I fill that out and I turn that in. And now a human looks at that and says, oh, well, that's really this. And this is really this. We're not trying to replace a human because some of that is rattling around and trying to teach a robot or your computer to know, well, in this case, because of these seven reasons, that I just know we need to fix this. So we're writing it down in HeavyJob, and either the field needs to know that or we need to make it as easy as we can for them to not need to know too much to be able to pass over what, what we need to into accounting. So the short answer is yes. The long answer is it takes more configuration, a little bit more work, but it's absolutely, doable. I'm happy to chat through that if you're having, any struggles. I'd also say, in general, our hope is that you're able to write everything in HeavyJob that you need, have all the information you need. So that way you can run that exceptions report that Britney pulled up, find any of the weirdos. I wanna see anybody that worked less than sixty. I wanna see anybody that worked more or less than forty and more than sixty so I can see any of my outliers. And I know the story on both of those and say, okay. That's right. I wanna I still need to pay everybody there, and any other weird rules. Show me anybody that worked for two foremen in a day. It may have happened, but I wanna double check and make sure that we didn't accidentally count the same hours or versus the, we worked in the morning and worked in the afternoon. So our hope is you can catch any of the issues throughout the week. Ideally, throughout the week, double check everything on Monday and Tuesday, and then hit the export button, kick out a file to accounting, pull that in, do your final, final final double checks and post payroll. You should not need to change anything in that file. And so if you are doing something clever because HeavyJob can't do it, please call support and talk to us so we can figure out, what we need to do to make that go out because we don't want you to, to have to edit that file, and you should not need to. But I I give that PSA, because I've had too many times where it's like, oh, no. It's not a big deal. I just changed these three things. Like, look. Hit this button, and now you don't have to do three things. So if you're doing any editing or if it feels like it's harder than it should be, we'll exclude the West Coast because it just is harder than it should be. If it feels like it's harder than it should be to process payroll, please give support a call so we can help figure that out. And the follow-up to that question, Matt, is who should, Mila reach out to to, to learn more about prevailing wage capabilities in HeavyJob? Shoot me an email, matt.fiddler@hcss.com, and, we can take a look. Sounds good. Alrighty. I'm gonna go ahead and share my screen real quick. There was a question early on in the call from Anne about will HeavyJob ever have custom crystal reports? And with any luck, that didn't crash my computer. We're good? Alright. This is HCSS Insights, alright, which is available currently in beta. Alright? So the question from Anne is when will h when will HeavyJob have custom crystal reports? We can take that question two different ways, and I will answer both of them. Is when will HeavyJob have custom reporting? So different reports that are available compared to the ones that are available canned inside of the software. So when can we have custom reports? And specifically crystal reports, which in my mind means pixel perfect outputs to PDF. And so both of those are are are needs that we've identified. HCSS Insights is available, in beta today, so you can have that turned on for your company. It will allow you I'm gonna pick something so you got reports here. Actually, foreman report. We'll see how this one looks. So you notice it's a Power BI back end, but so it is very customizable. So it's got all the data that you have from your company's database, and it allows you to create your own report. So in this particular case, we have somebody that wants to track the time cards, diaries, meetings, and dispatches for each of their foremen across each of their jobs. And so we don't have this in our software, but it is available through insights. You can build it if you don't see it as one of the canned insights reports, but you can just create it and build it because you're literally accessing the databases behind the scenes to create your own let's call it a grid like Power BI report with filtering and all those other things. Now if you need to take that one step further and you need a custom pixel perfect report, then that is something that you wanna reach out to our insights reporting team on. And they would be able to try and work work with you and, and get that going. And I believe they are available, Andrew, you said, and I'm looking it up as you told me already. It's, reporting@hcss.com. Let me go ahead and chat it to everyone here. Thank you. I was gonna go with reports, but no. reporting@hcss.com. Thank you. Yep. And just to, elaborate a little bit more. So we do have that, custom pixel perfect PDF capabilities, and then the reporting team can help you out with that. There are some in here somewhere. Oh, there's daily diary report. Do it live, they said. Struggle on those are will be to find the data that you need, with the parameters at the top to set those, because you within this particular report, I guess, choosing just the the two items is okay. But, some of them, like, it's, we've done a few cost code review reports where, doing it live is difficult, knowing which data which cost code has the data that we need in it. Things like that. There's there's no way I'm gonna pick the right one right job here. So we won't attempt that, but you can you can have pixel perfect reports here. You can. So alright. And it is in beta right now, but, surprise special announcement will be coming at UGM in two weeks, two and a half weeks, which is Insights is coming out of beta. So it I mean, it you can already request it be turned on for your company, but now it won't have the beta flag, and everybody can request that it's turned on for their company. So, look forward to that, announcement and many more at our users group meeting. And so we hope to see many of you there. It begins February seventeenth here in Houston. We got our cold out of the way last week. It was like a freaking snowstorm, which for those of you that don't know, we don't do well with snow. And this was more snow than we've ever seen in Houston in any of our lives. Matt, who's from, you know, the great up north, he's like, this is nothing. It it counted as a real snow. It was not a dusting. It was like it was five or six inches in my neighborhood. It was I went sledding on a box. It was great. Yeah. It was there were real sized snowmen instead of the stuff you try and do on your car every five years. So but we got rid of our cold. It is back up to seventy right now and rainy, which is normal Houston. So please come join us in Houston. We have a lot of fun that week. At our users group meeting, we'll have about twenty five hundred, twenty three hundred, attendees, and you get to hang out with the, well, the ten of us and the five hundred of our colleagues, that will also be in town, that just enjoy working to to make stuff that y'all use. I don't know if we have anything else, Reed, before we close it out, but we'll be back here next month, same time, same place, last Thursday of the month. And we'll be going through the big release, our big quarterly release. So no deep dive that month. We're just gonna have to hammer through all the features. Thank you, everyone. Yep. See you next month. Thanks, everybody. Bye. Bye. Bye, everybody.