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We'll go ahead and get started. We have a very full agenda today. My name's Reed Renfrow, I'm the product marketing manager for our operations products here at HCSS. Just as a reminder, do have our friends from data and platform here today. So you're gonna get some updates on our platform, HCSS Insights, some of our reporting tools. We have the experts in the house. Then we'll go through some heavy job updates. We have some exciting my field updates, safety plans, time for a little Q and A. As a reminder, if you do have a question, please put it into the Q and A function in Zoom. We'll try to take a few questions live, but we do have a lot of content so you might just get a reply in the Q and A chat, but we have a lot of people on here to help answer questions throughout the presentation and we'll try to leave a little time at the end to answer a few as well. As a reminder, we do all of the updates or the vast majority of the updates we're talking about today will be released next Thursday, June fifth. So this is for across HCSS but on this webinar we're gonna be going through heavy job insights, my field safety and plans updates. So really excited to have you all here today. And with that, I think it goes over to Michaela, and she will go through the data and platform updates. Yes, indeed. Okay. Hi, everyone. I'm Michaela Halliwell, the senior product manager over our platform and data products here at HCSS. We work on things that power our data products like insights and direct access and our identity and access management projects. You probably don't see us on webinars very often, we're behind the scenes a lot of time, but as you can see, that's starting to change. So we've been working **** ** making our data more accessible, making our platform more open to give you the tools to automate, to build, and integrate the way that you need. So let's start off with some API updates. We do have some new product APIs that hit the dev portal. We've got six new endpoints that release with plans, which I'm sure the operations team will talk more about as well. But now you can create projects, you can assign user groups, you can retrieve project lists and metadata like zone info via the API and fetch project level group data. Additionally, we've also added an endpoint for MyField that allows you to add or update a timeline event for multiple users at once. So this is especially useful if you're backfilling field events, or if you're syncing schedules. So, look for those two things on the developer portal. Slide three. Alright, change log. This one's for any developers or system integrators, IT folks out there on the call. We have added an API change log that you can find as well on the developer portal, have to scroll all the way down. But you can now filter by product, date, HTTP method, or type of update. It's available now in the developer portal. We built this mainly because we get that it's frustrating to not know what's going on and not have any visibility to what's changing in the API. So now you can see new endpoints, you can see if things are deprecated, if parameters update, you can track changes by different product, by heavy job safety, or my field, you name it. And soon, you'll be able to subscribe to endpoints that affect your integrations, and be notified if something changes. So we're excited about this, it matters to stay up to date on things so that you shouldn't be manually checking release notes. So it gives developers at organizations the visibility that they've needed for a really long time. Next slide, Reed. Alright, error types. Nothing's more frustrating than something going wrong and you have no idea why, right? So we have added four new error types, or better explanations for why things go wrong. We've added a four hundred, which means it's an invalid request, usually like a malformed payload. A four zero one unauthorized means you're not logged in, you're missing a token, you don't have the right permissions. A four zero five means the method's not allowed, you're using the wrong verb, you're using a GET when you should use a POST. We've also added a four fifteen, which is unsupported media. This is often just like a content type mismatch. And so now these are all documented examples within the developer portal. So it helps your team self diagnose, debug issues a lot faster. We want developers spending less time getting stuck, more time shipping integrations, and getting things done. So you can find all of these under the troubleshooting section of the Dev Portal. Also, let's finally talk about Marketplace. This is where our apps and integrations live. So our integrations with Sage, with Viewpoint, with our third party partners. We've added two small but meaningful updates. We've added a Contact Us button to our integrated apps. So prior to this, the only way you could contact an integrated app was by finding their contact details somewhere within their profile. Now you can contact them directly and your team can reach out if something's unclear or if you're interested in the integration. We've also added security scope explanations to every detail page on the app, you can see exactly what data is being exchanged, what each app is accessing from read only to create and delete permissions. We did this because we want to provide better visibility, more easily consumable integrations so you can see right within the app listing. So this is about transparency, trust, and easier decision making when you're evaluating what type of integrations work for your organization. That's all for APIs and Marketplace. I'm gonna hand it off to Harry White, who's our technical product manager for data. And before you jump off there, Harry, I want to encourage anybody that has questions about the Marketplace in particular. There's a lot of cool partnerships on there. So if you have any questions or are interested in any of the other vendors on there, by all means, out. Mikaela's lost her voice. She did a very impressive job over the first five minutes of this thing, but we're not going make her talk any further. I appreciate you have any questions, by all means, reach out. Alright, Harry. Yep. So as Mikaela mentioned, I'm Harry White. I'm the technical product manager of HCSS Insights and Direct Access. To get us started off, for Insights, we have a new company data model. I'm not sure how many of you were part of the insights beta, but the product specific data models, the feedback that we heard was it was kind of hard to deal with, a lot of duplicate data points, and also did not allow for cross product reporting. So with the new company data model, we combined all of the heavy job, heavy bid, safety and forms data into one data model. And then we also removed a lot of data duplication, made it a lot easier to work with and create reports from scratch. And it also allows us to do some really cool things like moving on to our next slide. With the company data model, we can have row level security. So what this allows for is if you have a user that has a business unit or job limited access on their credentials profile, whenever they log into Insights and they view a report that's functioning off of the company data model, that limitations on what they can actually see in Access will follow them over to Insights. So for example, in the screenshot that I have on the slide, my user account is limited to a single business unit or a single job rather. And then whenever I go over to Insights, I can only see that single job on the report that's functioning off the company data model. Moving on to expected columns. So the company data mall went live with whenever insights went general access, but we've changed something, the expected columns. So the for anyone that doesn't know, heavy job has some calculations it runs to give expected values based on how your job is currently performing. And we launched the company DM with these values in place, but we heard some feedback that it wasn't really meeting the needs as to, like, the granularity that users were going to need to see that data at. So we added eighteen new measures to replace the old data points that we had. There was email that went out about this yesterday that if you had the company data model already, you should have received. But, basically, if you have a custom report that you have created, then you'll just need to switch those data points over. We're giving three months for this to take place. But if you have any questions, just reach out to our support team, and they're up to date on all that information and they'll be happy to help you out. And then lastly, we have a default report in inside. It's called the time card status report. And what this does is it will mark a time card submission or any of the three approvals accepted, reviewed, or approved as on time or late. So we originally released this with a fixed value of forty eight hours after the due date of the time card for the approvals and twenty four for the submission. But we heard a lot of requests that customers wanted to be able to change this. So we had the ability to change these settings, and this is in the setup company settings page. So what you can do is per business unit, you can change what the threshold is and what Insights considers late for all of these different transaction types. And this works on both the company data model and the product specific data model if you're still using that. But, with that, I'll hand it over to Ron or back to you, I guess. Actually, I want to jump in real quick and mention that if anybody out there has not yet heard of Insights or tried Insights out yet, it is a very valuable cross product reporting tool that was recently unveiled earlier this year. It does not cost you extra money right now. This is something that is there for you to be able to just be able to create your own customized reporting even more custom than the stuff that's available whether it's in heavy job or safety. So please go ahead and check it out. Some cool things there. And I see some questions that we will get to later on. But I think we'll jump into what Rohaan has, which is especially important to literally every single customer out there right now. Yeah. Hopefully I can follow-up that introduction from Adam with some fun. Yeah, we made a lot of fun changes to our group permissions. And we understand how difficult it currently is to manage your groups, look at everything from a holistic point of view. And we wanted to make some changes to how easy it can be to view all of your access from products and really streamline this this workflow. And so here's some changes we made to our landing page for subscription groups. And so as you can see under all, we added a group description here to easily be able to tell what your group is actually for. And we have a search functionality as well to to where you can actually type just your user's first name or last name or their user ID and pull up what group they're in. We also added some fun product filters. Reed, if you go to the next slide. To be able to filter your groups by what product you have. And we just wanna make things easier for you to see what exactly your company has access to and what your users have access to. Really, the hard part of this page is actually seeing what each access does. So Reed, if you go to the next slide here, not only can you see from a without drilling into each specific product what you have from a from a bird's eye point of view, but when you go in and try and configure these permissions, we wanted the description to be very clear about what exactly you're giving access to. Currently, we have some hover text that people are using, but hover text is pretty pretty bad. So we wanted to put everything right here on the front so everything is very clear about what is happening and what access you're giving your users. Read the next slide. And so what exactly is changing with groups? We got a brand new UX to make things a lot easier for you guys, a much better user experience to be able to see everything that you're giving product access to. We now have the ability to duplicate subscription groups. I know that's been something people have been asking for for a long time. And instead of going in and creating a brand new subscription group just to change one or two accesses, we can now duplicate subscription groups and change things very easily. I talked about the the addition of a group group description. That should make things pretty easy for you guys to see what easily explain what each group is doing. We added the product filters, the search, all the descriptions without hover text. And one fun change that I wasn't able to have time to really go over, but now we have the ability to view licenses on a group level basis. And so if you wanna see what specifically what licenses your group is using, we now have that ability from that manage subscriptions page. And some fun stuff we're doing in the future is we're adding actually all product level permissions to credentials. And so coming up over the next year or two, you'll slowly see, estimating, safety, heavy job, telematics, skills, forms, all these product level permissions that you're going into the product itself, to manage. These will be able to be managed from credentials. And so that's a lot of fun we're we're rolling out on June fifth. We have a fun video as well, which goes over everything I mentioned in a little more detail. But, yeah, feel free to reach out to me with any with any questions. Thanks, Rohaan. Now it is time to jump into the operations section of the webinar, and we're starting off with HeavyJob. And I think we have Aneel up first to go over some cost code list updates. Yeah, absolutely. Good morning everyone. My name's Aneel, I'm the technical product manager for HCSS field on iOS. So if you remember from our last quarterly release, we showed in Work Plan, we added a new menu there called cost codes, and in that view you could see all your cost codes on your job, regardless of their status. So whether they were started or if they've had any transactions, we'd show them, and we'd show some small details about like the progress quantity and how it's performed today, and then if there's any issues tied to that. We've now expanded on that this quarter, and now we have what we call our details view. And in this details view, you can basically see any information that's tied to your cost code that could be relevant to the field. We could put it all in this one view. So here we have obviously the code and the description, any tags that are tied to the cost code, the production progress, you can see how, what was budgeted for that cost code, the to date quantity, and then what's remaining. We've also linked the estimate notes, and so it'll give a short blurb and then they can hit show more to see additional details of the estimate notes. If there's any pay items linked to that cost code, we'll show that here. There's a budget breakdown section, and there we do both the raw budget information, so the budget, what's actually been done, so the to date cost, and then what's remaining, and then also the heavy job calculated expected value, and then the actual, and then the variance. So you can compare both sides of it. There's also a section where we include any linked items, so if there's any potential change orders, any issues, RFI submittals or dig permits, those will show right from this view as well. They can also go in and create new issues right from the screen. And then there's also linked materials at the bottom. And the other thing we added with the linked materials there is a stockpile. So we'll show what's been received for that material, what's been installed for that material, and then the delta so that users can know on-site what is remaining and if they need to order more. And this will be part of our next release next week. Hey, guys. I'm Brittney Klosterman, one of the technical product managers on the HeavyJob web team, and I'm gonna talk a little bit about some of the work we've done in the utilities arena. So, for the folks that have been on our webinars in the past, you've heard me or Frank talk a little bit about how we're doing some work that better supports our customers where they have work being done in the field that gets directly build out, so I think unit priced work. And we've gotten a lot of stuff done in that area. So one of the things that we did was we've bolstered up our pay item review. So there's a setting on pay item setups where you can say, hey, my revenue is directly entered pay items. And when you set that up, you'll get this new option on the time card screen, pay items, where you can review pay items submitted from the field, and you can do a separate approval process from the time card. So the idea is when you've got fast paced jobs that are unit priced and you want to get that bill out, you do not have to wait for your payroll process. We're separating that time card dependency on that. So here you can see we've got the ability to approve, it's a workflow, so first when you receive it, you can put it in review. You can say my review is complete, and then there's that approved step. And in between all of those, can also revise it if you have the correct permissions. We're also going to be sending these permissions to the iPad, you can do the same review approval process on the iPad if you have these setups correct. Now if you're interested in these features, these features are not going to be turned on for everybody next week as the rest of the features that we've been talking about. We have access to them and we can give you access to them, so if you're interested in checking them out, if you don't mind sharing that link to that form, then fill out this form and if you've already filled out this form, don't worry you don't have to fill it out again if you've expressed interest. We're tracking customers that have expressed interest. So anyways, this is our pay item review screen and then if we go to our next slide, we're gonna talk about the output of that. So once you've done your pay item review, you can now export these directly entered pay items into a template that fits your accounting system. So you'll see there's two options now, we got payroll costing, that's your typical export to accounting process that you're familiar with. But now you can grab these directly entered pay items and format them so that you can send them into your accounting system. And we even have the ability to filter based on those approval statuses that we looked at on the screen before. So thanks Reed. Yeah, so fill that out if you feel like you're a good fit for these features, they're specifically for those unit price type of work where your field will be entering billable trackable units. Alright, next slide. And so a minor change we did kind of in the same spirit, we have added the ability to actually see in the UI and import your accounting codes for your pay items. So this actually will impact our traditional heavy job users and the users that are gonna see that pay item quantities direct entered revenue. Both of those settings will benefit from this, so you'll be able to have accounting codes for pay items. And then on our last slide, we're starting to tie up the where do you see the report out of this pay item information with some updates to our insights model. We're getting pay item, direct entered pay item information into that model so that you can see transaction revenue transaction basis. So you can see, you know, how much money did my foreman earn for me this day, how much money has been earned at a cost code level, because these pay items are grouped under a cost code, and then roll it up to your job. So we we have the ability to kind of display a little more revenue information for these direct entered revenue jobs. Alright. Thanks. And then, I did see a quick question, a couple quick questions that are pretty similar. I do wanna mention on these utilities features, they are web only. So if you are a hybrid customer and you're really interested in this, would recommend you either investigate the conversion path with your CS rep, or unfortunately, are these are just web only. So Adam, I see you're ready to say something. Please still fill out the form. We'd love to know you're interested in it. Please still fill out the form that Reed posted a link to, which will let Brittney know that you're interested and just so that we can understand exactly the workflows and making sure that they're gonna be working for you eventually when you do make that make that conversion. Yeah, that's a great point. So for for folks that are converting, your your business process is important to us, and we wanna make sure that we're considering that with these updates. So, now, changing gears a little bit, this is going to be released next week. So we did in addition to our our potential change order work for executed changes. So if you're familiar with potential change orders, that was where you could track risk to your project scope where you may be doing work for free. You don't wanna do work for free, you wanna be tracking those risks so that you can eventually ask to get paid for it. Well, this is on the other side. When you've gotten the approval to do the work, the owner will pay for it. Now you can actually log that information, link a change order to a pay item, and what's really cool is we we can connect up your original contract value. Now think this is all revenue, so original contract value that you pull in from progress billing setups. So you can see what was my contract on day one. What is my total contract value that I have? That's gonna be the sum of all my pay items today. So I can see, wow, on this job I'm doing excellently, four fifty five percent increase, wonderful. And then my potential value, which is where we actually peek into our PCO log and we look at your PCOs that have not been linked to a change order, and are not rejected, and we say, hey, you've got so much money that you could potentially convert into a change order if you make sure to follow-up on that process. So the idea is this is gonna give you a picture of either a single job, or you can look across projects of what your revenue outlook is. Another thing that's pretty cool here is on the potential change order side of things, you can go and grab potential change orders for the same job, multiple of them, roll them up and link them to a change order, so that you've got that comparison. We can look at your price estimates you have for those PCOs compared to your pay items, so that you can figure out whether or not you're getting consistent payment from that owner. If you're finding out that you're only getting eighty percent of what you ask every time, you might rethink doing extra work for that person. So yeah, change orders, that'll be out next week. And to to ask the question that that we're gonna we're gonna answer for every web feature, is this web only or is this a hybrid feature? That's a great question. So it is going to be mostly web only. So you can use potential change orders as a hybrid customer, but because we're linking to those pay items, you can even create a pay item at the change order level. Anytime we do a web setup, it's unfortunately pretty locked into the web. So if you're interested in that feature, just like the utility stuff that we talked about, feel free to talk to me if you got thoughts and feedback even if you're hybrid. But if you wanna use it, it will be a web only feature. I think this is me now. Hey everybody, I'm Cassie, I'm the technical product manager over by Phil. Next slide, thank you. So, we are introducing the edit clock in and out events feature for MyField. So, this is excellent for those employees who forget to clock in or clock out. Our users can now edit their clock in or clock out times for starting their shifts or ending their shifts and also for their meal breaks. So, if they forget to clock out for lunches, even they can change it from here. And so, this, they can fix any mistakes they have with their schedule before they submit it to their foreman. Just to give a disclaimer, this will be available for Android first. This will be coming out in the June release and then iOS will be releasing this later this year. Next slide, I'm reading. Thank you. For my field also, we are introducing the faster kiosk login option. A lot of people have been complaining, rightfully slow, it has been slow, for the login being too slow for MyField. So, now we introduced an option for people to just log in with just their mobile phone number. So, there's no need to type in their username, no need to type in their password, or no need for the two factor authentication to go to their personal phone. So this just lets them, as you can see, log in with just their phone number and clock in, clock out, whatever they need to do so they can get back to work. And this is a preference that you can enable on credentials. And this will be under the access management for your company settings. So this will also be live in June fifth. I think that's it for me. Slide read. Yeah, that's it for me. So if anybody has any questions, let me know, but we are super excited to get this out to everybody. Thanks Cassie and Gen, I think you're up for safety. Oh, I would love to, but you know, I actually think it's Colby. Awesome. Colby, go ahead. My name is Colby Harrison. I'm a safety skills forms TPM along with Gasson. So to get us started with the safety section, we have a couple of exciting highly requested features that you guys have, like I said asked for a lot. So the first one we get off here you got a sneak peek on the screen is the inspections alerts improvement. So we heard you guys loud and clear. You only want to be able to see or you want an option I should say to filter your alert emails for inspections so only when they have failed items on it. This is super valuable for people like equipment managers, job site inspections, equipment inspections, quality inspections even to only give you that email or that text whenever you have a failed item on the inspection alert. So moving on to the next one, we have another highly requested feature. This is incidents on iPhone. So previously as most of you know, you would only you were only able to access incidents on the iPad. But now we've brought it to the iPhone. We've made it to where it's it's nice. It works well. It looks good. And we've also made some changes to it. So along with some small tweaks and fixes for a better user experience, we changed the forms window, which you can kind of see there on the right picture there on the phone. Instead of the big colorful icons, we've made it more of a list view to make it a little bit easier to use and also to accommodate some work that we're working on right now with custom incident forms, which is coming sometime this year. So and then moving on to JHA, so I'll hand it over to Gaston. Sure thing. Hey, I'm Gaston. Some of you guys probably met me before, but I'm one of the technical product managers for safety, like Colby said. And I have a feature that I'm hoping some of you guys will be pretty excited about. Let me talk a little bit about what this feature is first before I talk about how we're enhancing it. Probably, I'm sure all of you guys know what a JHA is and the JHA module exists in HCSS safety even if you don't use it. It makes sense that we would have one. But we have a thing inside the JHA module called additional assessments. And these are basically ways that you can gather some additional information from the field that goes along with the JHA that you wanna have be a part of that JHA discussion with your crew out in the field. So one of the things that we're adding or the thing that we're adding here on June fifth will be the ability to specify specific assessment question answers that could be copied whenever they use a copy previous function in the field. So sometimes the information on a JHA, they want to hit that copy previous button and kind of start with that as their base template for the next one that they're doing, which makes lots of sense. But currently, if they fill out any of those assessment answers, none of them will copy. And what we've heard from you guys is that you'd like to be able to choose some that will copy and some that won't. So, you know, like for example, maybe you have emergency information like the nearest hospital and they're working from day to day in the same area. So, that's not really changing. You don't want to have to go grab it, copy paste it, retype it every single day. You can mark that one here with this new allow copying of previous assessment answers checkbox that we're going to release next week or sorry, is that next week? Yeah, next week. And then whenever they hit that copy previous, if they've already filled that out, it'll copy over. But say you have some kind of utility assessment or something to do with wildfire checks things like that and you're like, no, I want that done fresh every day. I don't want them to be able to copy it so that it could get missed, then you just leave this checkbox unselected and it won't copy. And they'll have to they'll have to fill that out and you can even make a required if you wanna make sure that. Another thing that's worth noting is you can click required here, but what if they forget the whole JHA? I'm just gonna throw it throw it out there that you can use a time card warning when they're doing their time card and it'll help remind those people in the field that, hey, wait. Hey, you need to do that JHA, which will then get them into some of these assessments that I know can be pretty important for you guys. Alright. Were there any questions about that that I came in while I was No. I think you should be good to go. Okay. Cool. Hello, folks. John, pass it off to you. Okay. Thank you very much. Hello, folks. John Bradshaw, technical product manager for eight HCSS plans. I'm gonna go ahead and show you all two things that are actually currently live in the app, and one that will be coming out that will be coming out after June fifth. We're we're not gonna be releasing it with that with that with that same date. That's just how we roll. First up, adding an issue is easier, in adding an issue to HeavyJob project management gets a little bit easier. This was a request came to us shortly before UGM of when you're in when you're creating an issue from iOS in in plans, just being able to attach a file that is in the project files section of of plans. So if you go into, you know, if you go into plans iOS, you go and create an issue, you now have a new option to select a file that exists in the project files from plans, and that'll go ahead and and and attach it and attach it there. So you don't have to you don't have to do some silly thing of like downloading from your project files to your device to upload it so then it goes back into project files. That's just silly. Next up. Being able to add a little bit more information about your project. And this is one we heard at UGM, where one of the the the request was to just be able to upload geolocation file So these are like your currently KML, KMZ, and GeoJSON. So this is you're now able to upload these file types to your project file section. We're we're still not at the point where we're able to use that information in PLANS itself, but the request was to just start being able to consolidate all of this information about the project into this single location that is the Plan's project files. So if you go into Plans Manager right now, can go ahead and start uploading those file types. Then finally, this is the one that will be coming out sometime later in June. This is we are now adding cost code information to the bill of material in the bill of material groups in HCSS plans. Intention on this is further further building up that link between that job and that plans project. And one of the first things that this is going to allow you to do is this will be something you can filter by. So you can go ahead and start seeing on the seeing on the sheets and then being able to display on the being able to display in the map view. You know, like, where in a project certain activities or certain that certain activities represented by the cost code are are are happening in the are happening in the in in the project. And so those are the those are the plans options coming out. Thank you, John. I'm gonna turn it over to Matt Fiddler to talk a little about Consulting Connect before we get to q and a. Yeah, and Q and A section is next, so by all means, please go ahead. We've answered a bunch of your questions in the chat, but by all means, if you have other questions, throw them in and we'll start answering those live after we hear from Matt on Consulting Connect. Hello, I'm Matt Fiddler from the consulting team, watching my camera start dipping out as soon as I start talking, which is always a good thing. Technology is great when it works. We are coming up to Chicago to have some deep dish and want you to join us if you are also interested and we can duke it out. Who is better, Illuminati's or Giordano's? But more importantly, we'll be talking about heavy job and Equipment three sixty. Dan Lisbony will be leading the heavy job class. As much as I about heavy job, know even more about Equipment three sixty. So I'll be leading the Equipment three sixty class next door to him. We're gonna be out at Topgolf, which is pretty cool. We did that in Denver earlier this year, and it's a great chance, I'd say anybody that's using HeavyJob or using three sixty for more than six months, you'll get tons of value out of coming out and spending some time listening to both of us talk and bring all your questions, kind of walk through the software, show you all the goodies you know about, show you some better ways to get information in and get information out of the software So that way you've got a solid plan on some things you can be doing quick and easy wins that is a go home and do that the next week or more longer term things where you get to have some fun discussions and figure out what's a better way for us to organize and use all the data we have with the software. So if you're interested in coming out to the the Windy City, please join us in Chicago. You can scan that QR code. I don't think you can click on our Zoom webinar. Someday we'll have the technology to do that as well. And if you really want a deal, if you put in Connect ten, Connect four was taken for some reason. And I think Connect ten would be a difficult game to play, but we'll get you ten percent off of your ticket if you want to join us either in Chicago or anywhere else throughout the year. We tried to pick alliterative times. We're going to San Jose in September, we're going to Orlando in October, we're going to New Jersey in November, Adam loves this, and we're coming down to Texas in December at our headquarters. So we'd love for all of you to join us for Heavy Jobs sometime this year, or any of your friends that are in three sixty if they wanna come out and join us either in Chicago or Jersey. We'd love to see them as well, but got tons of good feedback from the previous classes we did earlier this year and last year, so looking forward to taking the show on the road. Good choice doing Chicago in July and Houston in December. Good call, Melon. All right. Now we are into q and a. So Adam, I'll let you go through the question list. Alrighty, Gaston, I'm gonna pick on you first. Kelly's asking the accident reports on the phone, the incidents that we've just released, is that only for the foremans with an HCSS field on their phones, or is that for any employee that has my field to clock in and out? Gotcha. Yes. So the incident reporting is available just on the HCSS field app, not the MyField app. And there's actually three different levels of access that you can give to the people on that HCSS field app. Everything from they can fill out a form or so they can fill out the basic incident information, not fill out all the forms, send it, and then it disappears from their device. They can't see it anymore. Two, they can see and continue to work on the the things that are on there that they themselves have submitted to a fuller access to let you see incidents submitted by lots of people there on that mobile device. But it is just on HCSS field, not on my field. Very nice. Very nice. And I see and sorry as as they start coming in. Sarah has some thank yous to Aneel and John for being awesome. And I'm assuming that includes Rohaan for the for the credentials work. It does not include me for failing to allow my field hours to come into web at this point in time, which is a desire for us as well, Sarah. Is. Question was, when did we say that the edit clock in events will be coming out for iOS? I will pick on Aneel for that one to give the answer to that. Although I think I do know the answer because I asked that question You did ask that question? Yeah. It should be a that's part of our q three goal. So it should be out for third quarter release, end of August or September. Very nice. And we'll hope might end up squeezing that in prior to the actual official quarterly release that we have coming out. There were a fair amount of insights questions that we ended up hitting up as part of typing the answers out. I'm just going to quickly run through those real quick. We've been trying to mention insights at each of our webinars over the past couple of months just because of how important we think it is for you. We have a lot of very good reports on the heavy job and safety side of things. I'm distinctly not mentioning plans because I don't think it's really a reporting thing that we care about there. But insights just takes everything one step further. It looks like Brian was asking, should we be able to see this new data model? Mikaela had answered, not going to pick on her with her voice. It is on a per request basis At this point, but next week it will go out to everyone. You should be able to see it very soon. And one thing to mention that Samantha was asking about is the times in UTC or Central Time. It's a great question, especially whenever we enter in times is we do need to keep in mind that on the inside side of things right now they are in UTC. It is on the roadmap for them to change that to the actual local time zone. It's something that we run into within heavy job and safety for that matter continuously is you record in local time. We then have to go store that in UTC to make sure that we're storing it in correct place. But we also store what time zone it was recorded in locally because if the incident occurs at eleven thirty p. M, let's say, then we do need to know what day that was on. But we're storing it unfortunately for the next day because UTC is based off of knocking back, actually a forward five or six hours depending on what time zone we're in across in our country. So great question Samantha to ask just to make sure. For right now, the time they're shown in UTC, we're storing them in UTC guaranteed, but they do plan on allowing the ability to set those in local time for the future. Anthony was asking the definition of late that cool new feature that Harry showed. Are those specific to the individual business units? Or are they across the board for the entire company? For those of y'all that have multiple business units? And I'm gonna take a second, let Harry give the answer alive as well while I look at some of the other questions that are coming in right now. Yep. So on the company settings page, whenever you set your threshold override, there's a drop down to select what business unit you would like to apply it to. So you can set it for different business units. Very cool. Okay. All right. Gene is asking any potential on having a photo only requirement on inspections, or at least just requiring a photo to be submitted per an individual. I'm assuming permanent individual inspection item. Obviously inspections is one of our most popular modules in safety. Is this a request we've gotten before? Know it's something we've heard and I should actually say hi guys, I'm Gen Whatley. I'm the product manager for safety. It's something we've heard a little bit about. I know some teams have really had success within inspections because you can set in the inspection template. Right now, you can set required note. So required photo, from my understanding, is is kinda just an extension of that. Sometimes it's hard to describe where, you know, a crack is or just the condition of something. So I think it's something that we're definitely open to, and we just really wanna hear use cases, how many people are interested in that. So if you have an interest, third in the the q and a, third in the chat, let us know about this because clearly, we have been spending a lot of time trying to improve inspections and make it really useful for y'all. Any other questions? Oh wait, actually I saw a question that I thought would be interesting and Gaston I think I'm going to toss this one to you. Might be putting you on the spot. But Jerome asked any thoughts on ways that we could do late safety paperwork reporting like a JHA submitted after a certain time in the morning. And I know when I hear this, I start thinking of both the the JJ time card warning, which can make sure people are thinking of it daily, as well as those those hidden timestamps that you get on the PDFs. Can you talk us through what your thoughts are? Yeah. Sure. So on the JHA module now, every time the user in the field, you know, your your field personnel hit that send button or even whenever they open the JHA for the first time, we grab some time stamps in the background. And it's not shown to the person out in the field, but you can see it on the safety manager's side. And so we show when they opened it and created it, when they actually, you know, physically tapped the send button on the iPad to send to the JHA, And then we also show when the server received it. So if they had bad Internet and you have a lag or delay, then you'll you'll be able to see that. So those things are available in Safety Manager. You can see them on the PDF. You can see them in the Excel exports. You also interestingly can see them in in insights reporting. And so if you wanted to try say say you had a deadline. We don't have a way to set a deadline in our system. You can schedule, but you could set something up in your insights report, I would think. And Harry will correct me if I say anything out turn here. But I I believe you should be able to set something up in your insights report says, oh, you know what? I expect these to be in by, you know, I'm just gonna throw out a random time, ten AM or or whatever it might be. And so then you could you could see that. You could see what was late. And then I think that the refresh time of the insights data would would play in there, but you would at least be able to see which things were turned in after a certain time, you know, once that data has refreshed. And of course, in the in the Excel, there is no lag. So if you wanted to dump it out to Excel and run a quick formula check or something in the Excel document, that data is updated on the spot as soon as things are sent in. So you could use that to make a very on the spot report if you wanted to manipulate the Excel data. Did I miss anything there that you might be thinking on, Gen? No. I think that's a great overview. And, Harry, are we we speaking too much for you, or is that something that Insights could help with? Sorry. I was answering your question. Was this regarding the, like, late statuses on JHA submittals or just time cards? So currently, no, it's set up on specifically for time cards. But if it's something that like customers would get a lot of use out of, that could be something that we would we could set up. Well, and I meant more like being able to just set up a filter, like a more standard Power BI filter in there that just says, hey, these things are after a certain time without having to use the real special functionality you guys have done. Oh, yeah. Yeah. If you just need to set a filter, you could do a relative time and then filter for that. Yeah. Although, you know, if you want to build some some late functionality, check stuff like the fancy stuff you did for time cards, know, do it for safety, JHAs and meetings whatever, then We're open to it. And, Jerome, hopefully, that's giving you a few different ways to to think about it. Just to summarize, highly recommend you turn on for your your team the JHA time card warning. Also recommend you to to look at those timestamps and then choose how do you wanna be checking that. How are you defining late? And you can look in Excel. You can look at each PDF. That seems laborious. Don't do that. Or set up an insights report with a filter. So hopefully that gives you a little bit of room to to move. And just one other thing before I stop asking questions, is Jackson, had shared a little bit of a request around additional assessments and the character count, and was chatting back and forth with Gaston a little bit. But I just want to say that, Jackson, it makes total sense that what you're doing in your additional assessments is writing out in both English and Spanish, and so you need a larger character count. And I really appreciate you sharing that level of specificity because we want to spend time on things that make a real difference. And of course this sounds like something that it's straightforward and would make a difference. So appreciate you sharing that. I'm sorry, go ahead, Adam. No, you go get some. I'm just saying I'm actually curious how many who are in here right now might also have the same kind of need where you need more characters and the additional assessments. I don't know if you can click the little react button and just give us like a some thumbs up or Our first emoji poll. Yeah. I don't I don't know if we have time to put together the official Zoom poll. And now I find myself sitting here going, wait before they disappear. How many? Count them. Alright. We're we're seeing we're seeing a handful, and we're actually running a few surveys in app. So if you guys see those, please do respond to those surveys if they're if they really are relevant to you because we really wanna make sure we're building the things that help your team. So I'll pass it back to you, Adam. I know I just jumped in there. Oh, no. Please. I like it. In fact, we got one comment here from Sarah just about the amount of stuff that we have planned for next quarter. The bottom line is that we have very long lists of all the things that we want to do. Guess what? Y'all have long list of all the things you want us to do, right? We do our best to prioritize the stuff that we hope is going to make the biggest difference for the most amount of people. But part of why we're asking you to tell talk to us about these things is to help us prioritize. So understanding as we're going into a JHA like significant work that we're doing within JHA is as Gen mentioned, the safety team has been looking at this they've been scoping out the work they've been doing a lot of surveys and talking to customers on the safety website. But this helps us like this is an extra insight and this helps us and so we would encourage you all to continue asking for things continue bugging is the wrong word continue notifying us of these things that would just make things a little bit easier. So we definitely appreciate y'all helping us with that. I'm going to go back to earlier in the webinar where Rohaan was talking about the subscription groups. So there are a couple of questions there. One, obviously, a new functionality that we would have been asked for for a long time. Can we now copy subscription groups instead of having to rebuild from scratch? That answer is yes. Alright. There we go. I messed up value, battle. I'm sorry about that. But, yeah, that is a very exciting piece of functionality that we're really looking forward to rolling out. Yeah. I'm I'm sure that everybody on the call has already set up their subscription groups the way they want them. Hopefully, this will make things easier the next time that you need to, you need to carve off and say, hey, I want to take this one and I want to put these three people into the same exact thing, but we're going to give them that additional functionality. Like this new feature came out and I don't want to give it to everybody. For instance, like CoPilot or HCSS chats. Right now those are combined within one feature checkbox and maybe you want to just try it out with just a couple of people. You're able to copy the group they're in and then just peel them off, carve them into their own group right there. Question is, when are we going to actually separate out Co pilot and chats into separate check boxes, so that they're not tied into the same thing I know that we have some people that would prefer just using Co Pilot and not giving full access to HCSS chats to everybody in the organization. Yeah, and we're really excited about We're actively working on doing that currently and adding some more functionality. And Adam and I are really excited for the next webinar to be able to tell you a lot more about the fun work we're doing in Copilot here over the rest of the year. Yeah, I would definitely expect to see that very soon. Obviously, we will be back next month at our regular monthly time. We're releasing quarterly for the most part. Still get some things out outside of the regular quarterly cadence that we have at this point. But we are are going to be back here every month. Last Thursday of the month, ten o'clock Central. That is not UTC. And just to talk about the new things coming up and whether it's something we're releasing imminently or something that we just have planned. We like showing off the new stuff. We like showing off stuff that's a month or two away just to get you ready for it. While we're not able to do that on as packed a webinar as we had today with all the releases that are coming out next week, We definitely expect to show you some cool new things that are not yet fully baked, but just to get you ready for it. That's why you can join us here. It's part of the benefit of of staying tuned in to what we have going on. So, I think we will call it a day. We got a, we've, we've, we've had some internal joking about the fact that we've never actually finished a webinar prior to the full hour. I think we've done a good job of answering the questions via chat. Far there were a lot of them. I'm looking at over forty questions that were so probably more questions today than ever before. We answered them via chat versus doing the lightning round that we enjoy doing. So hopefully we'll get back to lightning round next month and we look forward to seeing you all. Please invite your friends, preferably ones that work in construction to the webinar, but you know if this is just how you enjoy your time, we should talk. We really should. But thank you all to everyone for joining us, and we look forward to seeing you all again soon. There's the big view. Here we go. Thank you guys. Thanks. Hope to see you in Chicago. Bye bye.
This HCSS Operations Quarterly Webinar covers upcoming updates across Insights, HeavyJob, MyField, Safety, and Plans. Highlights include new API capabilities and developer tools, a unified company data model in Insights for cross-product reporting, enhancements to group permissions and access management, and new HeavyJob features for cost code visibility, pay item workflows, and change order tracking. The session also introduces MyField improvements like editable clock-in events and faster kiosk login, along with safety updates for inspections, incidents on mobile, and JHA enhancements.
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