So hello, everyone. My name is Adam Black. I am a member of our product team here at HCSS, and we are here for the monthly Operation: HeavyJob, Safety, Plans, Forms, Skills, myField, whatever else you can throw at us. We might even be able to answer a HeavyBid question or two, but no promises that we get the right answer on it. We're here to show you some cool things that that are coming out next week as part of our quarterly release. But before then, I am going to, ask the others on the call to introduce themselves as well. So that's Aneel in my mind. I don't know who where where everybody else has ordered. But, Aneel, you're up. Yeah. Yeah. Good morning, everyone. My name is Aneel. I'm one of the Technical Product Managers, and I work mostly with the HCSS Field app on iOS. And I'll kick it over just keeping with the AEs, I'll kick it to Andrew. The triple a's. Andrew Fowler, Product Manager for HeavyJob. Happy to be here. Let's, jump into our quarterly release. I will pass it over to John Bradshaw. Hello. John Bradshaw here, Technical Product Manager for HCSS Plans, and I am going to, I don't have another I do have another John here, so I'm gonna give it over to, John Knudson. Hey. I'm the other John. I am a Technical Product Manager for HeavyJob Web. And since there are no more Johns, I will pass it over to Gen. Guys, I'm Gen Whatley. I am the Product Manager for Safety, Skills, Forms. Gaston. Hey. I'm Gaston. I'm, one of the Technical Product Managers for Safety, Skills, and Forms. To Cassie. Hey, everyone. I'm Cassie. I'm the Technical Product Manager over myField as well as Field Android. Is that everybody? I was gonna say, I think that's everybody. Alright. I'm gonna go ahead and share my screen. Adam, did you introduce yourself? I did. Did I not? I'm Adam once again. This is coming to you from Houston. We had a great time with, some of you last week at our users group meeting, here in Houston and, showed off some of the stuff you're seeing. I've weren't able. We, spent three or four days with you, so we we weren't able to show you everything. So we got a couple more cool things to show you. But for those of you that weren't able to make it, you're gonna see a lot of this new for the first time. It is coming out next week on March fourth. One of the big things we've done is actually move to a more quarterly release cycle for our larger features. The small stuff like bug fixes and, you know, a tiny you know, we're gonna add a field to this report or something like that. Yeah. That'll probably go out the door immediately. But for the for the meatier stuff, the the larger features and stuff like that, we wanted to start trying to bring them together and combine them to make it easier for you to understand when we release things. It makes us very sad when we release something and y'all don't use it, And it's even sadder when you would use it if you just knew about it. And but it can be difficult sometimes when we release every week, sometimes every day for some of the teams. But they're just such small chunks of things that now we're gonna start combining things up. So our first quarterly release is next Tuesday, March fourth, and the stuff that you are seeing today, is gonna be part of that. If you have any questions whatsoever, be sure to put those into the q and a, part of the chat, and they will pop up on our end, and we'll get them answered, either immediately or as part of the session. And first question has already come in. Can the slides be shared so that we do not need to take screenshots? And I will say, yes. We can package up a PDF, but we will need to know, who would like that. And so we can try and, I've disabled the fact that you can ask anonymous questions now for anonymous attendee that asked that question. So if you would like that, please put your name or email in the chat or in the quick q and a, and we can get you a copy of the slide deck later on. So alright. Too worth mentioning at this time, Adam, our new updates, website. So we'll be rolling that out as well in addition to this. Very comprehensive, very robust details of everything that's going out that we're going to cover today. So that's going to be part of our release cycle as well. We've been working really hard on our side to to get something really clean, really comprehensive, really juicy for y'all to be able to to grab onto on these on these quarterly releases, and that will be the channel to go through. That is a great point, Andrew, and I should have mentioned that. But, yes, we have new release new a new update site, for you to be able to see all of these things. So, alright. This is our agenda that we are going to be going through, and I will kick it off with the unified platform. Really, let's be clear about what we're talking about. The top bar across the operations products and our estimating products and our fleet products is changing as of next week. So previously, it was a lovely dark blue, my favorite color, and you could just see HeavyJob, but you couldn't really get to safety or to plans very easily from there. And now we've just put them all in the top. So you have HeavyJob here. If I need to get the plans to go look at some of my project documents, I can just click plans right here, and it will open up right there in the same tab with the same, header bar so that I can get back into HeavyJob and check my costing or my time cards if I need to. Nice and simple. If I need to switch over to my estimating side and estimating had some big announcements last week, I can click on this little drop down and it will open up and it'll say estimating operations fleet. And I can click on estimating and get right into HeavyBid on the web right from there. So this is, coming out next week. We hope you like it. And to forego any of the questions that might come out of this, If you do not if your users do not have access to all of the products, it will just show a little lock mechanism so that they can't actually get in there. Obviously, we are still keeping things from a security standpoint based off of the users you give access to at any given point. So don't worry about that. And Anthony's asking a question right now. Will this make any changes to hcssapps.com? Yes. The landing page itself for hcssapps.com will change. It, it has needed a a little bit of an update for a number of years, and so that is also being updated. The team is uncertain about whether they're gonna get it out the door by Tuesday. So that will that may possibly be a little bit later, but they're hard at work right now. And so, yes, good question, Anthony. hcssapps.com. That landing page will change, slightly. Still give you the same functionality, though. Cool. Alright. Well, then now I will hand this over. Adam, I will let you keep presenting, because I just have a handful of updates before I'm gonna pass it off to Gaston. So one of the first things we're gonna talk about today is, time card warnings, which, if you go to the next slide, let me just talk through, a little bit of this. Last year, we released, new safety time card warnings. And so that was time card warnings on, JHAs and meetings. And this was really really popular. A lot of you started using it in in one way or another. And then some of you, you know, had some really honest conversations of saying we just don't have a daily compliance per JHA, or per meeting. And, really, you might just have, hey. We we, at minimum, need, one meeting a week, or we might need multiple a week. But we we just don't need daily, and it's hard to push that out. So we have made, a new, update to this. And so now you can change your time card warnings on meetings and JHAs to actually be day based. So you could set up and say, we just need to have, at minimum, one JHA a week or one meeting per week and set it on Wednesday or Monday or Friday or whatever day works best. Or you could say, we want it more often. Let's set it Monday, Wednesday, Friday. So very easy to turn that on, and change that. And if you go into the next slide, Adam, I can talk a little bit about, something that some of you might be thinking through. Within safety scheduling, there is actually day based, and group based and recorder and, company wide based scheduling. It's a lot more, flexible and specific than the time card warning. So these are two separate ways you can go about reminding people that there are things, that that they need to complete. So the time card warnings are great because you can set it up quickly by job or entire business unit. But the thing to keep in mind is that, when, you have a time card warning for meeting or JHA, it is actually just checking has something been submitted for this time card for this day. It's not doing what safety scheduling does, which is it's actually checking the specific, template that has been scheduled for that. So those are two big distinctions between there. But we actually have a totally new time card warning, which is on the next slide. And that one, what it does is it actually allows you to combine both together. So there's a new time card warning for scheduled, items. So now if you want to schedule something in safety, and I know quite a few of you have something like, you've got a a air quality inspection that happens, you know, every three weeks or, at a quicker cadence and it needs to use a very specific form for it. This will allow you to schedule those, and then just turn on a time card warning, for scheduled inspections or meetings or both, and that will give an extra reminder if it's been missed. So I highly highly recommend, you to explore these, talk about it with your team, and I'm seeing some reactions. So I'm really glad that it's hitting the mark for some of you. And do give us feedback, you know, on your other needs because we really want to help people, make sure that the field knows these are the things that we need in. So I think that's the the bulk of it on time card warnings. I'm gonna touch on one other thing, and that's job access. Now if your credentials admin, job access oh, wait. I'm silly. Go back one, Adam. Just a a PSA for anyone. The equipment time card warning. So that's something we released last year, and this one's a little different than everything I've talked about so far. This one is checking on the time card per piece of equipment. Has there been an inspection associated with it? And this one is, pulling in inspections, not just on the device, on anyone's device. So this is my field users. This is other field users. So, this one is just a little different. We haven't made changes with this because it's not day based. So this one is exactly the same and, I think is is working for quite a few of you. So actually going into job access now. A job access is basically, the a fancy way to say that within credentials, you can set up and control what jobs a user has access to. So within the safety world, mobile has always, had job access, and job access controls that it's reading from credentials. Safety manager has not, but starting March fourth, we will. And so that is gonna be something that, if you want to add this in, tell your credentials admin or they can go ahead and set that up. And the one caveat is we're still working on analytics, and the classic dashboard, But for everywhere else, there is job access on safety web March fourth. So I think that's the bulk of it. Are there any questions that have come in? Because if not There were two questions, and they're both on the same topic. So both Scott and Kayla are asking, is it possible and I'm gonna scroll back for a second to this screen behind here. On time card warnings, you currently can apply the time card warnings to a job or a group of jobs, but they would like them applied to particular, workers or recorders. So to say, for instance, my supers need to do the, safety meetings or the inspections, but not my foreman on across these jobs, and so I wanna block them, but not others. I'm assuming is the use case there. Would you like to handle that, Gen, or should I I will. So I that is an absolutely great question. And, so there's some ways you could combine this. So in safety scheduling, you could go ahead and you can set for specific recorders or groups, and you could turn on the scheduled time card warning to give that extra, that extra warning, that that awareness. But within time card warnings, I don't believe you can set by recorder or group. So I'd recommend safety scheduling with the, scheduled time card warning. Right. Because it sounds like other, say, format are not scheduled for those items, then they they they'll they will pass through the warning without issue. Yeah. Cool. Yeah. So, highly recommend doing it that way. That's part of the reason why we thought the scheduled timecard warning could help. But this is something really interesting, to us of how do you communicate your goals, your expectations to the field. So, you know, do if you have other ideas, or it's not covering your needs, do let us know. Sounds good. Next up. Alright. So I think I'm gonna talk about this here a bit. So we've heard from you guys a number of of, I say, small things, but they add up together to be kind of a big annoyance sometimes, in your workflows where you keep losing or being made to lose your place as you're working in editing things or, you know, going through a lot of historical transactions in Safety Manager. And, so we're actually making some changes, and we've already made some, and we have some ongoing to keep you from losing that place. So, for example, if we go were to go into the, the meetings edit tab for setup, then and you click to open up one of those topics, it's gonna open in a new tab instead of the same tab. Whereas before, it would open in the same tab. And then if you had done searching and you were working through a certain set of meetings that you're updating, and you would have to keep going back to the setup screen and then rescrolling and researching and reclicking to find what you were working on. So what you'll notice is oh, now and then over the next, few months, you'll start seeing more and more of those little spots pop up where we've got the new tab, and then we also have some places where, we're just gonna take some little pagination out so that you don't have to click between the different pages or you're like maybe you have twenty five or twenty four items in a list, and it defaults ten, and you keep having to change that default over and over and over again. We're just gonna take we're just gonna take the pages out and make that a little easier for you so it'll just scroll for you. I think that's it for the for that particular thing. Let's move on to talking about follow ups. So we've spent about the the last well, more than a year, actually, working on follow-up updates and inspection updates and inspection improvements and just kind of going end to end with that whole workflow for you guys, trying to make it, really strong and solid. And so the this quarter, we've got just a few more, items that we've added to that. So, for example, Adam, if you keep moving forward there, just, we'll have just a few that we'll list out. So we have added in a new follow-up web page. So this is the one that whenever, you know, people get get assigned to follow-up, and they get a text message or an email, and they click on it, and they open that up, and they can go interact with it, or you can also access it through outstanding items, in Safety Manager. We just rewrote that web page from the ground up, added just a little more information to it. And we also made it so that in outstanding items, you can notify the shop, which I wanna highlight just a little bit because, some of you may or may not be aware, but you actually can interact with your, with your equipment and Equipment three sixty using the inspections for safety. And so if you have an item that fails on an equipment inspection, then previously, the the person out in the field who was doing the inspection had to remember to toggle on a notify shop, and then that would create an alert over any three sixty that could turn into a work order, and the stuff in the work order would feed over into the follow-up, and you can have kind of this back and forth, you know, workflow with that. And what we heard from you guys is sometimes the people in the field maybe didn't realize it was supposed to be sent to the shop, and you wanna be able to control that on the management side. So we added a toggle and outstanding items. If you go open any ins equipment follow-up there, you'll notice that you now have a notify shop toggle and you can save it, and it'll create that alert in the three sixty for you. And then the next thing that you'll notice is, you and you can see it here on the slide a little bit. There's a a place where it says assign to where you're assigning those follow ups out for people to take actions, and that has generally been, just an empty text field, and you could type in email addresses. And we have improved that, I think, a a good amount. So you now can select from any employee in your system. And if those employees have an email address or a text message or both associated with their employee setup in the system, it'll go ahead and send them an email and a text message or both. And, but even if not, even if you don't have the email addresses or text messages set up in the system, that will still show up for those people who have access to field or to inspections via my field in the assigned to me section. They'll be able to see that they have out, follow ups assigned to them, and they can take care of those. And then the last thing that we just recently are pushing out is we're just adding the inspection item photos in the HCSS Field follow-up screen. We've heard from you guys that sometimes that context was really important. And especially now that people can see follow ups submitted across lots of different devices, if you go open that follow-up that was submitted by someone else, you might not even have the inspection to go find the photo because you're not the one who did it. So we went ahead and added that photo in there, and, I think we also added the item note that might not have been there before. Yeah. Just to try and provide that extra context and give everybody what they need out there. Yeah. I just wanna pop in. We've done so much work, on inspections and follow ups. It's an end to end workflow, guys, from the start of it to making sure that you're scanning a QR code for equipment, or or doing other things to make it easy to to know what you need to fill out, and get those things in. And then all the way out to your follow ups in the field, everyone can see it. And I've heard from many of you, it's really changing the culture of accountability. And we're seeing the average number of days that a follow-up, issue exists is shrinking for people who are using these features. So definitely take a look, at everything we've, released. I guess, we might need to do, just a deep dive on this at some point this year. Kind of an end to end. Here's what we've done. But Yeah. You know, the main goal is to just put the power in the in the hands of the people in the field so that you didn't have to have everything with follow ups going through people in the office who are assigning things out. And just the more hands we put on that, the more eyes we put on it, we assume the easier it will be to take care of things because of that increased visibility and that in that increased power that everybody would have out in the field. And, you know, it's great to hear, John, that you appreciate the the new tabs. You know, we're always, taking intake from people and just trying to improve the the usability and the functionality. So glad to hear we're hitting the mark there. I think you have one last thing to cover. Yep. I think we're gonna talk about APIs. So last but not least for safety, one of the things we've been working on lately is jumping some new APIs up for you guys. And, Adam, if you go and just step through, I've got a few things to mention here. So safety APIs, the main goal that we we have for those for you guys and the and the main use value I think they provide is they can reduce you having to enter things more than once. So you've entered it in one place, then you can just, use the API to copy it over into another location in another system and try to automate things that are really repetitive, like setting up a whole bunch of users and things like that. So with with that in mind, we've created two new APIs and a bunch of connected little APIs to make them work. So one of those is for alerts. So in the Safety Manager system, you can receive alerts for things like inspections that have been submitted or incidents when an incident is created or updated and and and things like that. So we've made an API so that you can, create the the create the I say user. They're not it's not really a user, but you can create the people with the email addresses and the phone numbers, and you can set up everything you need for alerts, what all their specific settings are, and keep those in sync using the API. And we also created an API for user permissions. So, and you can take your users from credentials and go manage which access groups they are members of in Safety Manager using those APIs. And so for some of you guys that have, you know, many hundreds to thousands of users that it's a a real pain to keep all of that up to date, the API should hopefully make that a little easier for you and help you keep everything in sync without you having to go in and manually click all of those one by one. And I think that's it. And before we jump into HeavyJob next, I'm gonna throw this out there. Just in general, APIs are basically access points to your data. So they're secured. They require authorization. But if you need to pull data out or, in this case, update existing information in the system, you can obviously go into your interface or you can try and automate it so that every time you add a new safety manager, and I'm trying to choose a use case that would make sense in this case, every time you add a new safety manager in your ERP system, you have this automated thing that goes, oh, a new safety manager was added here. I'm gonna go and automatically create alerts within the safety system to so that they're aware of when incidents come in. And so that would be a use case for using the safety alerts. We have lots of APIs across all of HeavyJob, and safety is growing very steadily right now as well. You need to add a new employee when a new employee gets added into your ERP system automatically. For those of you using DIS and and doing that, it's using APIs. APIs are just the standard part of life at this point. I don't even remember necessarily what it stands for, but they are how we send data back and forth. So just wanted to to say that real quick. Can you clarify DIS versus API just real quick? Because you're throwing out acronyms. Great acronym. Data Integration Studio was a funny name for how we previously integrated our accounting systems with our HeavyJob desktop products, and we still use that name going forward even though we've switched to using APIs, which as I've been reminded, stands for application program interface, which is just it's API. Alright. Moving on. Javier. And I think I'm going to Anil. Yes. Okay. Perfect. So one of the things that, we heard from you guys a lot and that we've worked on over this past quarter, is basically a better way to see your cost codes and the data associated with your cost codes. So prior to us introducing the cost code list, what your users would have to do is, anytime they wanna see linked materials to their cost codes, estimate notes to their cost codes, production to date to their cost codes, for the most part, they would have to add all those cost codes onto a time card even if they weren't working on that the on those cost codes, you know, that day. And so you they would end up with these large time cards with these unused cost codes, and then the office would complain to them. And it just it wasn't a great workflow. And so what we've introduced this quarter is what we call the cost code list. It lives in the work plan, which you can find, when you're on your dashboard at the top left right above the history calendar. It lives right there. And, essentially, when you tap in, kinda right off the bat, you'll see all your cost codes, and you'll just see a lot of these key information that previously was hidden elsewhere or may not have existed. And so the the core stuff, of course, is the cost code itself and the description. You can see the production progress today. So you can, right off the bat, see what is my budgeted quantity, what is the to date, what has actually been done on this cost code across all foreman, and what's remaining to be done. And then some of the other neat things is right off the bat, you'll be able to see linked issues. So if a cost code has an issue or an expired DIC permit, or a new, potential change order that's been approved, they'll be able to see all that information kinda right off the get go. My favorite thing about this though is that the power is actually, probably in the filtering and the sorting. And so we've allowed you guys to filter by cost code tags. So you may not your especially your foreman, they may not be doing all the work. They may be very specialized. Right? And so they can filter the list by their cost code tags and only see what's relevant to them. And then in the sorting, they can filter the view by your their pay items. They can also see by completion percentage, and that adds value where they can go in and see, okay, sort high to low. So which of my cost codes are a hundred percent complete, which are ninety percent complete, and I know they're probably gonna wrap up in the next week or so, which of them are zero percent complete. So I can sort low to high, and see, okay. I have not yet worked on this cost code yet. This is probably coming up. I'm just gonna help with the planning there. And then similarly, we did, with the labor hours and labor dollars. You can easily see which of my cost codes are gonna require the largest crews, which are gonna require the smallest crews. And so all of that should help with the decision making of your foreman. And this is just the start. So, what what we're gonna do next quarter in q two is we're gonna work on the details view. And so when they tap into any of these cost codes, they'll be able to see the estimate notes. They'll be able to see the linked materials. They'll be able to see the pay items, the linked cost code tags, a two week look ahead, and and just a lot more data so that all in one place, they can kinda see what is relevant to the work they're doing out in the field. We've definitely heard that come through a number of ways in our implementation side. Getting reports from HeavyBid, getting some sort of printout inside of HeavyJob. So really excited just to introduce this directly inside of the field app, for direct consumption. Enel has done a fantastic job on delivering this, and and I think it looks fantastic. Sounds good. Alrighty. Moving on. John. Alright. Let's talk about materials and subs. Of course, this, our custom cost types, if you guys have those setup, also falls under this umbrella. But we've got a team that's been doing a lot of work in this area just to improve this overall workflow, to help, you know, for to help, you know, for foreman that are kind of in a hurry and don't, you know, maybe have some details that they they don't have time to input or maybe some details that need to be changed. The material and subs tool within HeavyJob web now has, some brand new solutions to help handle that. So, pretty straightforward in the overall description. You know, we're basically just giving you more options to add, edit, and delete, within that material library, also within the material and subs tool. If you aren't familiar with that tool, check it out under the tool section in the left hand menu. It's really handy, and we've actually got a link from the, the time card to the material and subs tool. So, look for some of those links if you're someone who's, working in payroll or approving, and you need to check on some of those details or maybe notice a mistake that needs to be changed, directly from the web time card. You should be able to just click a link when it comes to the material section down below the time card, and it will filter right to that area, and allow you to make some quick changes. So, we know there's been a lot of changes with materials in the in the past few years. We know that for a lot of you, that's a, you know, a bigger factor in your job costing. So we just wanna make that as straightforward as possible, and add add a little bit more muscle to that tool in HeavyJob Web. Alright, Adam. I think we can go to the next slide as well. And before we do, there was a question. Okay. Is the material tracking from the field point of view or HeavyJob Web? Yeah. Yes. I could oh, is this for the cost code list or is this for I'm assuming maybe the web? Yeah. I think it's I think it's this one here Okay. That we are which is which is a web thing. Yeah. Gotcha. Yeah. So a lot of the material functionality and field is gonna look look and feel the same, so no no surprises for the form in there. But, yeah, within the web tool, this is a pop up when you click on, the actual transaction line. And, it's hard to see. There's so much detail here, but you can edit the cost code, the purchase order, the vendor, unit cost, different things like that. Basically, in any aspect of that transaction is editable. Yeah. And one of the field in particular are the the invoice checkbox as well as invoice number and a reference number, things like that. The foreman super superintendent just do not care to to get that info. Right? So now you can have the the office to go in and edit those and add in that important information to really enhance and get value out of the reports. Yeah. Definitely more of a a group effort for some companies between the the field and the office. So, So, hopefully, this will help with that collaboration. We got some great feedback on this feature at UGM. A lot of folks were excited to see this. So, we're excited to to hear more feedback from you guys in the webinar as well. Alright. If we don't have any other questions, we'll hop on to the some of these new permissions. So, I I know a few people that are gonna be really excited about this. This has been a long time in the making, but, we basically had the the request to have view only permissions within these job setup pages. In the past, we've had things more like setup reports, which, you know, running multiple reports to see, kind of the makeup of a job isn't exactly convenient. So within web, we wanted to split those from allow users that you don't want to necessarily be able to change kind of the admin features of a job, but still want them to be able to view the different aspects of the job, you know, and that's the, equipment and employee overrides, the cost code details, the pay item setup, all of you know, any of those, that you see under this subset on jobs can now be split between view and edit. We've got that coming as well for the setup filters and transaction tags more at the company or business unit level. But, hopefully, this will add a lot of functionality for, some of the web users that aren't necessarily admins. So, look, feel free to reach out to me if you've got, use cases or things you wanna discuss about this or or just have some feedback, I'd love to hear more about this. But this, will be coming out to you guys. I think a lot of these are are live already and some in the March fourth release. So really excited to extend this, granularity and permissions here. Alright. Checking to see if we got any questions. It looks like there's some questions. Just just happiness. Just happiness. Awesome. Alright. Alright. And this thing into our, new improvements to the potential change order log. I'm sure we've, we've covered the potential change orders quite a few times over the past, months, since it released last year. The improvement that we are rolling out this quarter is to generate a nice PDF of a PDF or of a potential change order or of multiple potential change orders. In the screenshot, we can see that actually happening where we're selecting two of those PCOs that we're going to bundle up, generate that PDF, and send out to the owner. So that's the workflow that we're trying to get to here is the ability to create something, of substance that you can then email over to that owner, with all the details of that potential change order. As noted in the slide here, we are not including, competitive cost information in that PCL. That's going to remain internal. So it is something that we built it out with the intent for it to go out to the owner. So, take a look at that and, feel free to send us any feedback on what else you would want to see within this type of export. But, really, we're just trying to to get to that point of managing the risk of all the different tasks that go on on the project that, you may be doing at risk, and then generating those PCOs, with details of it, to give back to that owner. Alright. And billing improvements. So, that's the next big item that we, worked through for this quarter release. If you did not know, we did some improvements on our cost code list where if you had forgotten to flag eighteen a cost code as T&M and go back and flag that, it will now mark all those past transactions as T&M within that prompt when you press save. Building upon that, we wanted to to continue to chip away at at, the needs of T&M billing. So this is within the actual billing processes itself, not within the setup. This is where we can now go in and actually, do a little bit more with the exports. Again, how we send out information to the owner. Previously, what we were doing is that we would export all of the information for that team and bill to Excel and rely on you to clean up that information afterwards, things you did not want them to see. What we're doing now is, as you select those columns inside of the T&M bill and press export, what you have shown is what's going to be in that final report. So just removing some cleanup, removing some steps there for you to not have to worry about that. And, again, in line with what we talked about for how owners care about it, we changed, within the export how you can actually choose to order that information. We defaulted to cost code. Now we can do it by date as well, for how we group that information within the the export. Here for many of you, that is the way that the owners prefer to see that information. And so now instead of having to take that data and literally reorder all of it, which was a big pain, I get it, it's now how it should be and how you expect it to be. So it's a much cleaner, much smoother process to get it from, I'm billing for this information. Let's get it out to the owner, print it out, and and get it up get it on its way. And last but not least, I mentioned the T&M billing and that flag worked because we did some work to also just add in information on the fly. So now you can add in cost codes whether they're T&M or not for those selected dates, to your bill. And if transactions were not marked as T&M, we'll automatically mark them as T&M at that point. So assuming that the foreman missed a flag at that time, you missed it during the review process, but you are now billing for it and you know that it needs to be marked to T&M. A very quick, very easy way to add it directly into that flag, and then we update that transaction for you so you can find it later. So a lot of, really good improvements just to make the the ease of generating those bills much easier, make sure all that information is there. Hopefully, you find a ton of value on this. And as always, we're always looking for more improvements within this realm as well. Alright. I think we're, up with plans next. Hello, everyone. Here with a couple of updates we've made in HCSS Plans that are, that are actually out out out in the world, for y'all now. Go ahead and advance, please, Emily. First off first off is an ability to, is is an is a new way to set scales on your sheets. Currently or, well, previously in planes, you actually actually had to go into each sheet, draw a draw a what we call a scale out scale calibration. So it was a line, and say that a lines of bit lines of whatever length are this many units. And, that was that resulted in some very accurate, quantities. It was also very flexible, because you could scale it off of pretty much anything on the sheet that you could figure out two distances between. But what it was not what we could not really figure out a good way to do it was quickly. It was something that, you had to go to you had to go to each individual sheet, had to draw that. Via the we we added in some automations for it, but it still required a little bit, a little bit of work. What this new feature is, we call it, we call it a we we call it ratio we call it ratio scale, is you are able to go in and just say this many units is equal to this many units. And you are able to do this, not just on the individual sheet, but also across sheets. So from the thumbnail view, you're able to select multiple sheets. You're able to select multiple sheets, hit the add cap add scale calibration, and it will go ahead and apply that that scale, to each to each sheet selected. This is only available for sheets that have been uploaded since January of, since January of twenty twenty five. It's not backwards it's not backwards compatible. Your existing projects, you can't you can't add this to. We we kinda made that, we kinda made that that that choice because going in and having you basically have to redo your entire project, to add this thing in there. Decided that was probably not something y'all were going to want to do for this. But for new projects or new revisions to existing projects, you can go ahead and start using, start using this feature on it. So, very excited to bring that about. Makes that, makes that creating a new project and maintaining that project, through its various revisions, a little bit faster for your, for your document control or whoever it is that's responsible for actually setting up and going with the, and and getting the project ready to ready to get quantities out of. Our other, new feature is custom locations. Don't know if y'all remember. If you were here back in, I believe, August of last year, we had, I ran a poll in plans ILS asking for, what what the next thing y'all would like to see on the map would be. And then even in the webinar back in, back in August, I, I I asked I pulled the audience, what what you would like to see. And the overwhelming, selection on that was custom locations. Well, we heard that loud and clear, took a look at some options for it, and we have added in custom locations into into the map view. So you are able to create locations in HCSS setups. And then once those creation once those locations are created, they will display in the map view. So this allows you to add some of this some of this, like, company and project specific information onto, on onto onto the onto the map view. Some of the things we'd we'd heard requested on this were, being able to identify the entry and exit points for a, for a project, being able to indicate where equipment yards or material plants are, dump sites. We we've talked about, being able to being able to show where, like, the nearest, either the nearest emergency center or the nearest in network emergency center are. Just being able to add all this stuff to your, being able to add all this stuff to this map, and add that, add that additional context to not just, not just what the project is doing, but what is happening around the project. Yeah. And, John, do you mind if I jump in right there? I have a question for the audience. Go. Okay. You know, you just mentioned, emergency rooms and and other things like that. You know, at UGM last week, I I talked to a few different people, and they, are actually using plans to to document different things like, eyewash station locations and other things that I think are more safety centric. So this is something I'm just trying to learn more about. So if any of you, are currently using plans to to document safety related locations or you wish you could. I'm just looking for ideas just to understand, is there a need? Is there a want there? So, feel free to throw that in the chat or or reach out to me directly at gen.whatley@hcss.com. So very interested in that. I'll let you keep going. Alright. John, I think we had a question there. Is how does this new locations link with HeavyJob locations and Telematics geofences and pins? With the telematics geofences, it doesn't really link with it at all. That is, that is something for, that is something for telematics within, with within their, within their product. From from from the plan's perspective, all we're doing is really showing this specific showing this specific location. These are locations that that that we're sharing across there because they are in HCSS setups, but there's not really a, there's not currently any sort of linking of, linking between them. That's something that, we're actually probably gonna be talking next week, internally about where where we wanna go from from here because there's a there there there's you know, I I am in I am in a map application in my in my personal life pretty frequently, and there are a number of usability and quality of life features that are in that. And I'm just like, you know, if we have this stuff in here in we we want to have we wanna have that in plans as well. So we're you know, there there is a there is a future on this. This is this is the first iteration of how we are going to, of how we are going to provide this. It is not going to be the last. Sounds good. Circling on on the equipment option there, since telematics was mentioned, that that equipment location does come in from telematics, if you're looking for that type of information to do to be displayed in the map view. As far as drawing the, the geofence and everything else like that, really, when you locate the plan sheets and drop them on top of the the map, that's essentially the same thing. I think where we're driving to is what we can actually do if there is a geo geofence and what data we then display onto it. Good thoughts within that realm, but absolutely the the equipment option right there does use our telematics locations. Sounds good. We have reached our q and a portion of the webinar. Not that y'all haven't been asking questions, which we think is great, but if you have any further questions, by all means, throw them in the chat. We have a couple that we're gonna go through right now. First up, Andrew, the question came in. Are there any plans to update the daily T&M report? We'd like to see an area for the owner representative to print their name along with signature and add our company logo to the report. Great idea. It also came up within our town hall at UGM. And, Anil leading the team, I promised four Anil that we were gonna do that work. So it's a what we want to get to is there's a lot of, requirements around what the team and bill has. In the past, our recommendation has been to create a, custom form, a custom hybrid form, and that allows you to fill in T&M information where you can put things like your company logo, like a field, typing in your name, like an inspector notes even. What we've committed to do is to allow them to, a an inspector, a owner owner representative to type in their name as well as an add in their own notes. I love that idea about, about adding in a company logo as well. We'll investigate that one, see what what it would take to actually get that done. But, yeah, we've actually committed to to some of the work already. So you'll be looking for that within some, upcoming releases. I I do wanna say that the key thing is it is very difficult with that daily TM report that's accessible from the time card to customize it in all the different ways that you need. So while Andrew and his team have committed to, improving it because it hasn't been touched in a long time, and making it better there. If you need something custom, if you need something specific for a particular owner or for your company beyond the and and we we were getting lots of customer requests on this, and we finally gave up and just said, Gen's team, go build forms. And so forms has been our output for this. If you need something really custom, by all means, please use Forms. They can pull just the T&M information off of there. But but Andrew's right. We can definitely make improvements to our existing one, which has not been touched in a long time. So I'm going to find the help article in chat, I'll send it in chat to everyone. It it links a custom form and how it can look and then what you can do on top of that. So I'll see if I can find that and send that to chat by the end of this webinar. Yeah. And and just for anyone who's going, man, I really wanna start experimenting with this. Highly recommend you go into Forms. Just make a a test hybrid form. And if you select one of there's a lot of different answer types, but it's the single line answer type. There's actually a link within there to the smart tags, support article that can talk you through all the different, smart tags you can use to pull in T&M information. So recommend checking out hybrid forms. We've done a lot of work there. You can customize it any way you need. Sounds good. And as a couple more questions come in, I noticed one here, about the ability to upload photos in the web or attachments in the web. Right now, the only place to do that is in mobile, and we get this question occasionally. We're just never sure exactly how important it is. So I was gonna launch nope. In full. Dang it. This one. I love watching you struggle through the technology. I should have named them something so that they would besides untitled poll. Yeah. I'm gonna go untitled. Oh. You guys are really quick at clicking and voting. And I don't know if everyone can see it, but I see the numbers going just up and down constantly. Alright. So and, yes, and it looks like the and we don't have to spend too much time. It's it seems like this is fairly, fairly clear that that lots of people would like us to add the ability to upload photos in the web and attach them. So that can be something we look at. As always, we'll put our caveats in place of a lot depends on how, how much effort it takes our developers to get this to go. And I'm looking at that looks good. And pull. Very cool. So about let's say more than ninety percent chose the top two boxes. We'll put it to you that way. Alright? And then the second question that came in let me see if this I can't even redo the question. Rude. I don't know how to make these relaunch poll. There we go. Never mind. Hold on. Relaunch poll. Continue. From Cody, the ability to bring production plan on the web. I'm gonna say right now, this has to be one of the most expensive requests you could make, Cody. Building a production plan on the web is something we absolutely want to do. Unfortunately, though, it is just fantastically expensive from the standpoint of development and and how much time it would take to do that, which is why it's important for us to understand that second box there is, yes, we do want it, but we don't want it to crowd out all the other cool things that we're working on. There's scheduling stuff coming up and and maps and and other stuff like that. So as always, we'd love to do everything we have on the road map, but we have to prioritize. So looking at this and here, we're we are seeing, more in the second box this time compared to photos, which fortunately is a little bit easier than doing production planner. Alrighty. Thank you all very much. We will end the polling section. But thank you for the good questions there. Thought it'd be fun to throw some polls out there. Very interactive. Alright. So some questions have come in across the board from Safety, and Plans, and HeavyJob. So we will spread the love, and I will go to the Safety team first. Will it ever be possible to upload videos in the safety inspections? That is a great question, John. And, you know, it's something that we're asking around, about because video, it can give you a lot more visual information. It does sometimes have the the, drawback of, well, now when a video is sent in, you need, people in the office to sit down and watch all of them, to really get the context. So it's something we're looking at and learning more about and especially the the challenges of uploading video when you are in a low connection environment. So interested in talking more about it. One thing that might help you today, if you're having a roadblock related to this, is, we didn't talk about this, but we actually just released, clickable links within Forms, HCSS Forms, as well as within inspection templates. So this allows you to to, link things to, videos like on YouTube so you can have something walk, be able to understand, hey. How do I, service this piece of machine? Or how do I do this part of the inspection? You could also put a link to if you have a video upload, a service that you use to allow people to record, from there. So it's not a full solution, but it might be a workaround if you are road blocked in any way. So I just wanna shout that out, everyone. Clickable links in forms and inspections, and we're gonna put it in in meetings and JHAs in the future. Thank you, Gen. Going to HeavyJob. Is there any way to create a blended rate for T&M, such as four members of the crew and equipment at a hundred- at $525 an hour? That's an interesting question, one that I've actually I haven't quite seen before. I'm guessing because all of our rates come individually that the the request is more on the the daily T&M side of things, the creating the report aspect of it. Andrew, do you have thoughts on that? When you recently introduced so my guess is that the blended rate is coming from, equipment types having a, certainty and m rate. So we've recently introduced some functionality inside of our setups to allow you to export the rates, and then that way you can filter down and and update by by equipment type by doing some Excel wizardry, I would call it, to get it updated. That doesn't quite get to a blended rate for saying that four crew and piece of equipment equals that five twenty five per hour. But we're doing a lot of work with how we handle rates in general, to to get there. We'd love to hear more about that one. We don't hear blended rates too often. Usually, it is broken out by, this type of laborer has a certain rate. This piece of equipment has a certain rate, and then that's how we operate through that T&M billing. So feel free to give me an email. I'd love to hear, how you're using those blended rates and and what we can do better. Sounds good. Did have a request. So, John, as part of the, granular permissions within the setups, Mila would like the ability to disable the t disable individual fields from being edited, which gets us into a whole new level of granularity that I'm not sure that we have particularly planned for at the moment. So I just just wanna mention that is is there is a request there to go granular even further and have certain fields, with with, permission to just view and not edit, within permissions. Interesting. Okay. Thank you for the feedback, and and, yeah, we'll we'll see how granular we can get on that. Alright. And then, one last request and and, coming in from from Sarah here. She's asked for it several times, and and I I do feel bad because this is another one that we've taken a look at and, are trying to figure out exactly how to do. But the ability to to pull in time from HCSS myField and being able to actually, you know, enter your have your employees enter their time, whether it's on their phones or as part of a kiosk mode on the iPad, and then pull that right now, it pulls directly into the time card on the iPad or on your Android device. It'll pull directly in there. But that ability for somebody in the office not to have to pull an iPad out to pull it in, but actually get that on the web time card, is definitely something that we've we've heard before, and that we're still trying to figure out exactly how to accomplish there, Sarah. So, thank you for continuing to keep on us about that. It is it is our desire as well. We just haven't quite figured out exactly how to how to make that happen. So and looking there were a few more things that continue to come in. We will go with with one or two more because we still have two minutes, and we like answering questions and lightning round standpoints. I'm throwing this out from a web standpoint. When creating a time card on the web, when a piece of equipment is linked to its operator, it doesn't auto change the pay class of the employee within that card. Field app does auto update this. Could we get that feature in web by chance? What Cody is referring to there is that when you link in a piece of equipment to an employee on the time card, in the field, there is well, actually, there's a preference that you would set in the manager side of things, whether that's desktop or on the web, that enables the employee's pay class to automatically change to what was set up for the equipment. But it looks like that that preference is not being necessarily honored on the web when in time card creation. So that's something that we can absolutely take a look at. And for Julie asking, earlier in the meeting about the, the look around button on the field side of things. We can take a look. I I have sent that to a member of our our design team that's that's familiar with HeavyJob explore mode, but having just some issues that sometimes her foreman actually click the explore option in the field instead of going to log in, and then they're attempting to do inspections in a environment that doesn't exist, which which we we do not want. So, definitely something that we can take a look at and see if we can make that more clear. Yeah. Actually, if you can send us some info, is that new users, or do you have an internal process to log out the the current foreman? What's going on there to to have it where the if they are current foreman to to constantly re log in? That seems, and I'd like to know more about that, I guess, is is what I'm getting to. Sounds good. We've reached our time limit. Thank you all for joining us. We will be back next month on the last Thursday of March, whenever that happens to be at 10:00 central, and we look forward to to seeing you then. Yeah. And if any of you, wanna learn more or have something, written, you can, share with the rest of your team. updates.hcssapps.com will have, more in-depth details on a lot of these features. Did I get the did I get the URL right, guys? updates.hcssapps.com? Yes. That's right. Alright. Perfect. So I think that's it from us. Adam, do you wanna close this out? No. Thank y'all for joining us. Alright. Thank you, guys. Just have a great weekend. Y'all. Thank you for joining us. Have a good one, y'all.
This webinar previews upcoming quarterly release updates across HeavyJob, Safety, Plans, and Field tools. Learn about the new unified platform navigation, enhanced time card warnings and safety workflows, improved follow-up management, expanded APIs, and new permissions in HeavyJob Web. The session also covers cost code visibility improvements, billing and T&M export enhancements, material tracking updates, and new features in HCSS Plans like ratio scaling and custom map locations.
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