HeavyJob and HCSS Plans Monthly Webinar August 2024

Alright. Looks like we were able to pull Matt in as well. First try. Yep. It has been eight months, I think, since we switched over to Zoom. And every time, I think we get a little bit better at this. Just in time for us to forget it all for the holiday break. Alright. We're at ten AM, so we'll go ahead and get started. My name is Reid Renfro. I'm the product marketing manager for HeavyJob here at HCSS. I'll let everyone go ahead and introduce themselves first. So first, we'll start off with John. Can you introduce yourself? Well, you may have to be a little bit more specific on John's with this group, but I'm gonna assume you're talking about me. My name's, John or Jonathan Knutson. I'm one of the technical product managers for HeavyJob Web. And next to me is Adam, so I'm gonna hand it off to him. Hey, guys. Adam Black, another member of the product team here at HCSS focusing on our operations products. And I will hand it over to other John who is next to me. Hi. I'm other John, also known as, John Bradshaw, the, technical product manager for HCSS plans. And I'm gonna go ahead and, push it on down to Britney. Hey. Morning, everybody. My name is Britney Klosterman, and I am a technical product manager for HeavyJob Lab. Worked on a few features you've heard about. Talk about it a little bit more later. Gonna hand it off to Anil. Thanks. Good morning, everyone. My name is Anil. I'm one of the technical product managers for the field app specifically for iOS. And I'll hand it to Matt. That is the caboose. I'm Matt Fiddler, part of our consulting team here to show off my Allego collection and hopefully make you smile and share some knowledge today. Thanks everyone for joining today. Again, as a reminder, we want this to be interactive, so we have a few poll questions that we'd love to get your feedback on. Also, we do wanna answer any questions you have about the topics that we are covering or anything else that you have questions about. So please enter any questions you have into the q and a box, and we'll either do our best to respond to it in the chat or answer that question, throughout the presentation. We do appreciate the first question that was asked, and it is a great reminder that we've just removed the ability to to ask anonymous questions. So from now on, we will know who is asking your question as you go through this. Have an idea of who asked that question, actually. Right. So today, I'm gonna go quickly through the agenda. John's gonna cover, a few new options in HCS plans about the cut tool and then chats availability in iOS. John and Britney are gonna walk us through some new features that are available in in heavy job plans, photos, and the web report, unlimited linked equipment, some PCO improvements, and some export to accounting improvements. And then Neil's gonna walk us through a number of iOS, field, updates around cost codes, resolving some issues around time card warnings, based on the week, some time card API messaging, and then also some PCOs of project controls improvements. And then we're gonna have a variety of polls interspersed throughout the presentation. So, again, you'll see those pop up on your screen. We'd love to get your feedback so we can make improvements that best fit your workplace. K. And with that, we are on to plans. I'm gonna pass it off to John. Thank you very much, Reid. I'm gonna go ahead and take over the presentation. Make sure I'm in Sharing the screen when I want to share. Yeah. That is three. Okay. So So the first thing I'm gonna go ahead and share, I'm very excited about this, is, the chat feature is finally coming out in, in iOS for plans. I know I'd I know I'd mentioned that, like, a webinar ago, that it would be out by the next webinar, and, unfortunately, I lied. This time around, though, I'm still technically a liar, but we're just waiting for, the App Store to approve the release for it. So, once that is approved, if you update your app, you'll go ahead and see, if you have HCSS chats enabled, you'll see this neat little chat icon up in the top right hand corner of your project. And as you can see, I even have a, I even have a chat waiting for me. So I'm gonna go ahead and tap on it. And very, very spontaneous thing, test for demo prep. Thank you, Lawrence. My QA test tester for HCSS plans. He's gonna make sure that everything you see works the way we intended. And so you are able to, use the h c s HCSS chats feature in, in HCSS plans iOS. It's available in all menus on, on plans on the dashboard. It is under the menu here. And then on the sheet view itself, it is also available, in the, top right hand corner as another, as an as another button. Very cool. Is keep CSS chats in iOS. It's it's nice to see that continue to be extended. So, obviously, we've got, tens of thousands of users that are currently signed up for HCSS chats. It's just an additional, feature within your heavy jobs safety and now plan systems. You don't have to pay extra for it. It's just there and available for you if you enable it. So if you have any questions about how to turn that on for your entire company or just for a few users to test it out, give support a call or shoot shoot one of us an email. That works too, and we can help you get that set up. Yeah. Back to you, John. You know, honestly, Adam, I'm very excited to have this, to have this in plans because we we have some we have some mad scientist ideas of how we can how we can use this to actually, to actually convey information between, the field and the office just right there in in the app. So the other thing I'm gonna go ahead and show is our new cut tool. So this is something that was, this was something that was requested during a, during a recent visit to a, to a customer earlier this year. Basically, what they were looking to do is to take an annotation, and while they estimate it, they get that entire quantity for, for whatever that work is going to be. But when actually going into the operations phase, they wanna break this up into into smaller chunks, different different phases of construction, a phase two, a phase three, maybe something that'll be worked on by a by a subcontractor or just whatever whatever reason. And we didn't have a, we didn't have a good way to do we didn't have a good way to do that. So it was suggested to go ahead and bring out a cut tool. And so, what we have is we have actually brought that out. So if you go ahead and draw a a shape, per currently a shape, so either a rectangle, polygon, you can go ahead and use the cut tool. So you can select that. And then under the annotation dimensions menu, which is this ruler on the bottom left hand side, you can click that. And I don't know if I don't know if we properly conveyed the message here of which one of these icons cuts, the annotation. But I do hope it is clear that it is the bottom one that is a pair of scissors. So if you go ahead and select that, you go into the into the cut annotation, and you can just go go ahead and draw a line across the sheet where you wanna cut it. Now now currently, it will only cut at a line. We can't cut it can't cut a curve yet. It is act literally in development right now, so maybe, maybe next time I'll I'll I I will either show or mention that that that that is an option. But if you start drawing, across across an area and it is hitting a curve, it is gonna go ahead and red out and say you can't do that. But if you bring it where that curve is not present, it will it will cut. Once you do that, it will make two annotations, put that annotation right at that, right at that line, then you can work with those two annotations normally. So you can go ahead and assign them to a group. You can move them around. Basically, it lets you have that entire area and then two and then two other annotations that sum up, to that, to that total. And so that is the cut tool in, in HCSS plans. Thank you, John. Looks like we had one question come in. This might be more for Adam, around, chats. The question is, are you required to be signed on or logged in to know when you receive a chat? Yes. You do need to be logged in somewhere, whether that's on on your phone using using filter plans or on your iPad or Android device using filter plans or on the web. So you can actually see this in the sidebar, sidebar, trying to look at where the camera is, on the right side of the screen on heavy job dot com, on safety, and on plans as well. So you're able to see the chats come in there. It's a great tool, we think, for talking between the office and the field. We know that y'all have probably figured out pretty darn well at this point. You had to talk amongst yourselves at the office, but trying to extend that communication down to the field has always been trouble for us. There's a lot of text messages going on. There's a lot of phone calls going on, but that requires, obviously, keeping all your phone numbers up to date. My Rolodex is constantly out of date. So having something that just extends to all the all the users within your company, hopefully, will will prove to be a help for for, a lot of people out there. So I imagine, especially for a new person, as long as you know the person's name, you don't have to worry about having their contact information. They're already in there. You always have access to everybody that's a user in the HCSS ecosystem. Really cool. Right. Excellent. Now it's time for our first poll question. So this one is about plans. What would you like to see next on project map view? Weather, employee location, custom points of interest, or directions? Poll is now live. Give a little bit of time to collect some feedback here. John, do you give wanna give a con a little bit of context while they're, filling that out? Mhmm. You know, the project map, we currently you know, it's where you can go ahead and take a look at your your project your project plan sheets over the, over over a map of that location. Currently, we have an integration with HCSS Telematics where you can go ahead and display equipment information. And, something I am curious about as we look to, look to expand it, which of these, which of these items would be, would be the next thing you'd like to see us, to to to see us bring in? You know, we can, we can explore some options to, bring in weather information, with radar, precipitation, you know, that's that sort of stuff. We do have some options for employee location, be able to show where employees, either are or were at some point in the, at some point in the day for a, for a particular project or job, be able to do some custom points of interest. Maybe you wanna document where the entries to your job sites are or where, like, a, where where, like, a cement plant is, and then getting directions to a location. Right. Looks like custom points of interest was our top one, but definitely no overwhelming favorite among these. But weather, employee location, tide for for second. So it's, like, a lot of interest in all these things, but Yeah. Move forward. I'll I'll make other ones more interesting as we do more of these so there are fewer options. Perfect. And I'm curious with employee location. Are you guys looking for that location right at that moment or maybe the employee's location when they clocked in? If you have an opinion on that, you can toss it in chat. Excellent. Alright. Well, thank you, John. Thanks for sharing those features. And now we will move on to heavy job. And I think this goes over to you, John Knutson, on plans, photos, and the daily report. Alright. So let's dig in here. We've got a couple improvements, within Webb that we are kinda slowly rolling out. One of those is the plans, photos in different areas of heavy job web. So just looking for any ways that we can strengthen that integration between the two products. And, you know, some some folks in the field are operating from HTSS field. Some folks are operating from plans web. But all of those pictures, you know, sometimes need to be reviewed back in the office or by project managers. So, this most recent, addition to that is the plans photos on the web daily report. So this does follow the same rules, for any other heavy job photos, that would show up in this report. So you do need to have a diary, in order for the system to know what to link those photos to. So, if you take photos and and you're not seeing them, that may be the cause of that. But as long as there's something to kind of link up to there in the daily report, those will display. This also requires the plans project to be linked to a heavy job job. So this is kind of the the root of that in integration. So if you have both plans and heavy job and you're not linking those together, give us a call at support, and we can kinda walk you through how to start getting those jobs set up, so that integration will work across the platforms. Alright. We also have another addition. Some folks were were doing this, a slightly different way. We made some improvements to the time card API and just wanted to account for this. So, dispatcher allows, you know, an unlimited amount of, equipment to be linked to a certain employee. We had a cap on that, within the desktop system. So we've adapted that. So in web, you can have an unlimited amount of linked equipment. So currently, the workflow is that it would come in from dispatcher that will be able to pull into the mobile time card and then also carry over to web. Within the web time card building tool, you can add, an unlimited amount of linked equipment there as well. We're gonna make a future improvement so that if you're building a time card like that from mobile, that you can can do that as well in HCSS field. So, but, yeah, really interesting, workflow here. Some folks might be like, man, that's a a lot of equipment for one employee, but believe it or not, we have several customers that that do use this on a regular basis, for for different purposes there. Either, you know, linking all the equipment to a specific employee for the day for, some sort of documentation purpose or or other things like that. So, we've also done a lot of sneaky improvements on the back end too. So if you're noticing any increases in performance and things like that, there's been a lot going on in the background as well, between our teams, just making sure everything is, you know, as new and secure as possible. So, if you notice less customer facing releases this past month, a lot of that has to do with the, the changes we're making on the back end as well. So, not as noticeable, but also very exciting, for the speed at which you get your data and other factors like that. Worth mentioning that dispatcher integration is really neat. So if I, am moving people around or moving equipment around, that's an easy way for me to basically make who should be on that job site and push that out to the foreman. Say probably most used, I'll say semi universally in California where we move people around a lot. So, sometimes the communication is not always the easiest. The chat should make that a little bit easier for you. And so dispatcher will let you basically push that crew to that job. So as the foreman, I pull that in. I know who's coming out and who I should expect to see and what equipment I should expect to see even if it's coming later in the day, which is pretty cool. Is is that true, Matt, that they move people around more in California? My understanding of the reason why dispatcher was so popular in California is it's it's a legal requirement that you actually have to notify people where they show up the next day, which has necessitated having software to help handle that. I'm I'm attempting to defend the operations of our California customers and indict the, the politicians of our California customers. You have to have signatures every day, and you have to have dispatch. Right? I think those are the, the two rules. They're, like, coded right next to each other. Right? We love y'all guys out there. We do. Promise. Alright, Britney. You're up. Yeah. So, potential change orders, not California specific at all. Hopefully, applicable to all our customers. So we, we're making some improvements to this feature. So, you'll notice in our setups for cost codes, you previously, we had talked about you can link a potential change order during the process of creating a cost code, but now you can also see linked potential change orders in your setups. So, in that top screenshot, you see, like, when you go into the detail view of your cost code, there's a new tab where you can see any linked PCOs to that. And then below, there's a column that you can add to your setup table, your setup grid, to see any potential change orders linked. Now what's cool here, they're hyperlinks. So you can actually go click on any of those blue icons and open up the detailed view of that potential change order so that you can understand how your scope might have changed over time for that cost code. What we're going to be doing next for potential change orders is providing that same visibility to our cost code detail report and cost code summary report so that you can add that column. When you're looking at your budget information and how things are going, you can actually go and drill into any potential change orders that you've linked. So we, this is the beginnings of a feature. We're probably going to start changing gears and working on some improvements on export to accounting, which we'll talk a little bit later, and some other improvements in the software. That doesn't mean we're we're done forever. We still want your feedback and want to be able to hear what you'd like to see that's, you know, the next step for potential change orders. So feel free to reach out to me or post on our community site with any thoughts, feedback, ideas that you might have for the future of this feature. And then as I mentioned, we're starting to change gears and come back to export to accounting. So, we have export to accounting in the web, and we're making improvements to try to help more customers be able to use this tool. So the improvements we're actively working on, so this is in the future, not out yet. You are going to be able to say, hey. I want my linked equipment to be in the same row of my export as my labor, and then I also want unlinked equipment on a different row. So for the folks that have accounting systems that don't require linked equipment, this might be beneficial if you're you're trying to track equipment usage in your accounting system. So we're making that improvement. And then another improvement we're working on is, some accounting systems have a least common requirement, which essentially means that your, equipment has to have labor hours exactly equal or greater to the equipment being operated. So we're gonna apply that logic so that way in the export, if that is a requirement for your accounting system. Off the top of my head, I don't know exactly what accounting systems those are. I wanna say foundation viewpoint, but we'll we'll, send that in the release notes when we do it so that way you can keep an eye out and know if maybe you talked to support and the web export wasn't quite ready for you. Maybe this release will be, what can get you in the door with the new web export to accounting. So, those are some current improvements that are near term. That's not it. But, for now, that's what we're up to for the export to accounting. K. Perfect. We're gonna switch gears a little bit and talk about the mobile app now. So one of the things that is live now, both for our web only and our hybrid customers, is the option to sort by pay items. So you can see if you're a web only customer before at the top left, you would have your job and then your filter, but that there's an empty white space there. Now if you're on dot sixteen or newer, you'll see an option to sort by pay items, and, basically, it does what it says. It's it'll group all your cost codes by the respective pay items that's set up. So that way, they're they're probably easier to find. And then in for our hybrid customers, we they still have the sort by bid item and activity and phase and other options, and then we added this as, like, I think it's the fifth option now on there. K. One of the other things that we've worked on over the last little bit was there was an issue where, if your start of work week wasn't Monday, you couldn't really sign for the week. You would it'll throw up, errors. We did get that fixed. It'll be in our next, release, which should be going out today dot seventeen. I don't believe this video works, but in here in a little bit, I'll I'll demo it to to show you guys, where if I had a week that started Wednesday and ended on Tuesday, the hard stop actually allows me to to go through once I do sign for the week instead of daily. Oh, it is working. Okay. Cool. Yeah. So I can talk through the video a little bit. So I'm signing for I have hours Wednesday through Sunday. I'm signing on Sunday. It when I hit send initially, it gave me that hard stop thing. I couldn't send it, and then I went in and signed, being on Sunday, and then now I'm able to send it off. So we can hit play one more time. And then, in case you didn't catch that so I go to sign. There's a hard stop. Previously or currently, you couldn't get beyond this, but in the update that goes out today, the the signatures, you'll be able to sign for the week. Even if your week starts on, like, Sunday through Saturday or Tuesday through Monday, it doesn't have to start on Mondays. Previously, we just forced the normal calendar week. And so now if you have a weird calendar week, don't need air quotes there. You could start on whatever day you wanna start on. Yep. We don't have California to blame for that. Right? This is more of a somebody in somebody in accounting was having a little fun at some point. So that come up in Saint Louis. It's like gateway to weird time card limits. I am perfectly fine blaming Missouri for this. Don't blame Saint Louis. Saint Louis is a great place. No. I'm not pointing to cardinal fan. I have a question come in, maybe for you, Adam or Neil. Are there any planned improvements to the signing of time cards, adding options for web signing on other devices? That's a that's a great question. Cassie's not with us this morning. She's got a sick kid right now, or else I'd have her talk through a little bit about what we're doing from a MyField perspective. So we do actually allow right now the signing on other devices. And so we have HCSS Myfield, which is really meant for being used on your phone. You can technically, in theory, use it on an iPad if you wanna give iPad out to all the guys out in the field or if they just happen to have one. But it's meant for being used on personal devices or on company provided devices for each of the members of your crew. And what we've seen is that there are some jobs in which you have foremen that are a mile away down the highway from the guys on their crew. And sometimes, you know, they're they're meeting every together every morning. But if you need them to sign at the end of the day saying, hey. I wasn't injured today or I got on my brakes today, then having to track them down at the end of the day is actually a little bit more difficult. And so we actually allow you to sign for those hours in my field on their own personal devices. So as soon as the foreman submits the time card, that time card, you know, goes up into the web. It goes up into Azure where we store it. And then in my field, they actually can just, you know, hit the button to refresh, and it loads that time card information just for them so they can see their hours. And then they can quickly go in there and sign for those hours and answer any of those questions that you have set up. So one of the three custom questions that you set up. So it's a a very cool little feature there from a a MyField perspective that lets lets users do that. I guess the other parts of the question were about, the ability to sign on the web. So we don't have that at the moment. From an authorization standpoint, we don't typically have either our foreman or our individual crew members using the web, and so it's a little bit trickier for us. It is something that we can probably look at, but I think our focus is is really gonna be on my field. We've had a lot of functionality to that, in the last year, and I know that if, Cassie were here or Andrew Fowler were here, he's in Iceland right now. Very jealous. But if either one of them are here, they would be able to walk you through all the cool new things that we've got planned for my field over the next, four or six months. So and it looks like other questions have come in on this, which I'm gonna review those questions and answer them in our next break while somebody else talks. Sounds good. One of the other things. So we're always looking at ways to essentially make life easier for your foreman and not always have them rely on having to call our support department. So one of the things that we noticed that sometimes, especially, in in situations that just poor Internet, a user could kick off a time card, and it will save on Azure. But because their Internet's not great, they don't get a response back on the device saying, hey. We received your time card. They'll get a generic message saying time card failed to save even though it did actually save. So we've kinda taken that generic message and made it more actionable. Essentially, what we've added is we let them know that your time card did successfully save because we have that validation on our side, and then we've given them steps on how to download that time card back onto their device. This is also something that's gonna go out in the release sets today. This is still kind of an initial iteration of this. We have plans to improve this a little bit more where instead of telling them the steps they need to take, we'll make it a little more automated where they just hit, you know, pull down time card, and we do it for them. There's a couple of, improvements we need to make on the back end, which will allow for that. But this is kind of a, intermediary, improvement so that they don't have to always rely on support to say, hey. I'm getting this has error message. What does that mean? It should be a little bit more straightforward, letting them know that your time card did successfully save. Here's the steps you need to take, and then you can move on with your day. So we'd love to hear feedback on this. So if you guys have, thoughts or if your users see this and they're more confused or less confused, they'll shoot shoot me a message or reach out to our support team, and, we can go from there. And so that's what's neat about doing two releases a month so far this year that we can give you this warning now that says, hey. If you go here, it'll fix it. So that way, we help make your lives easier now. And then as we tie all the other stuff together, we can say, hey. Hit this button, and it'll fix it for you. But I I think it's neat to be able to give you incremental improvements so that way you get something now instead of waiting longer to get the, the whole story. Yep. Perfect. And then this is something, Britney presented on potential change orders in web, a couple webinars ago, and then we talked about the mobile side a little bit. I think we had some screenshots. But I do wanna do a demo this this morning, to show what potential change orders looks like in mobile. Just a screenshot here, but I'll I'll live demo it and also the project controls, kinda cleanup that we've done. So let me swap to my iPad real quick, and then we should be able to share. It's loading. There it goes. We're continuing our Zoom role. This is the best one yet. Perfect. So I'm gonna hop in real quick and show you how project controls looks currently. So if you hop into project controls right now, you'll see it kinda look like this. Along the bottoms, we have the modules, RFI, submittals, issues, dig permits. It's functional, but it's not great. We got a lot of input on how we can clean it up. So let me show you what we've been working on for the last little bit, and then we'll talk about kind of timelines. So if I go to project controls, here is the improved look and feel. So we've moved them all from the bottom to the left side. We still have all the same modules, issues, r five submittals, and dig permits, and then we've also added in potential change orders. Most of this is built out. The big thing we're working on now to kinda to put a bow on this is the add issue screen. So I won't go into that just yet because it's not fully built out. But if you let's I can just hop into submittals as an example. If I hop into submittals, I can go in there and I can see the details of the submittal number, who what the status is, who the owner is. We are adding in the submittal notes that you can set in web. We're gonna bring that those back down to mobile. So that's another improvement that we'll add in before we fully release this. You can see the related cost codes, the related drawings. For submittals, you can see the materials, related items, and then some contact information. And we're also gonna add an attachment. So the great thing about these different modules is that, for the most part, they're pretty similar in how they're laid out, or they all have a view so that you can see your related cost codes. You can see the context of the of that module. So you could see the subject, the description, the request, whatever it may be. You can see the drawings. You can see related items. So let me hop into potential change orders, and the related items will show you the other ones that are linked to it. So if I go into potential change orders, which is the newest one we're we've added, and I'm gonna go into this zero zero one, I can see at a top level information of what the potential change or subject is, what the current status is. Those are all set in web, and you guys can have custom statuses that you can build in heavy job project management. You can see who is managing that potential change order, schedule impact. So in web, we allow you all to set a cost impact and a schedule impact. On mobile, we won't we won't show the cost impact, but we do show the schedule impact so that the end users, the foreman can know what the potential impact is of that potential change order. And then, of course, the description. If there's any related cost codes that they need to be aware of, we'll show that. Related drawings, if you have a plan set linked to any of these issues, RFI submittals, potential change orders, we'll have a link there where you can open it up in plans and see, okay, what sheet is that PCO issue RFI related to. And similarly, if you have a like, right now in the potential change order section, if I have a linked RFI or a linked issue, I can also see that information, in the same view here. And then lastly, we'll have our attachments. I just have demo data, so there's not anything great in here. But if you do tap into any of these, you can actually see a this is a blank sheet. But if you had a an actual PDF, you can see the contents of that PDF, as a preview in the attachment section. And the date from it should be built out too. Yep. So all that information is is in there. So, timeline wise, hopefully, we'll have everything wrapped up by the end of the quarter, and then probably the September, webinar will have a more concrete time frame of when this will be in your hands. It's it's such a great looking feature there, and I know that they're gonna get a lot of use out of this. So very cool. I mean Yep. Alright. I think we're gonna do another poll real quick before jumping into some of these questions, and a lot came in. So we're gonna enjoy this. Alright. Matt, do you wanna talk everyone through this poll question as I launch it? Sure. So we're trying to get a better feel for, I'm gonna try to not, set it up too much, because we're sometimes labeling a button is a very easy thing, and sometimes labeling a button or a feature is not as easy. And so we're trying to to make sure we're using some some good verbiage and not a million slashes, for anybody that's involved in safety, whether we should call it a JSA or an a h or s task analysis and all the other potential slashes we could call, I'll say an a h a, then, we we kind of went with the slashes there. So we're hoping for a particular type of work that sometimes we've been calling short cycle or a blanket contract. If that is something that you all do or if you don't know what the heck we're talking about. So that way we need to come up with a better name for that kind of work so you do know what we're talking about. Brittany, do you have anything to add? One thing I'd add is if you do some of that type that work, we do have a second question, where you can fill in an answer on what type of work that is. So, if you have that, we don't we would appreciate any responses you give us there as well. Or if you think you know what I'm talking about and you wanna guess and say, I would call it this, we will give you a crisp high five and maybe a hat for whoever has the, the best answer there. Give everyone just a few more seconds. We've had about two minutes here. So I'm gonna go ahead and end the poll. I'm not sure the results here. It appears that about forty percent of you do at least some of your work, in these categories. We also have about half the people on here who don't even know this term, so kind of split. And we appreciate those of you who let us know what type of work that you did do. We'll definitely go ahead and take a look at that, and pass it on to Frank as he's working on building out some of these features for you as well. Alright. Sounds good. Let's let's get to some of these questions that have come in. There's one that Kelly asked. We're actually gonna see if, John and Matt might show and talk about how to do this from a a time cards and locked perspective. So if one of y'all wants to take control of the screen, I can talk through a couple of the questions, other questions while y'all are getting that loaded up. So, Stephanie was asking if an employee works with several foreman throughout the week, do they have the option to sign for all those hours at the end of the week or only for the foreman they are sign signing with? So it's a it's a good question. How that's gonna work is if the signature is linked to the foreman's device. So if they're signing off of the iPad, or the Android device that the foreman is entering in their time card, then that is gonna be just for the hours for that particular foreman, which is typically what we're gonna see on a daily basis is you someone worked for a foreman for that day, go sign at the end of the day on the foreman's device. That being said, if you want weekly signatures, and now it works if your signature if your week starts on Wednesday. Thank you, Danielle. But if you want weekly signatures, across different foreman, then that is an option using Myfield. It is. Because at that point, the signature is not being originated on the foreman's device, and it's actually the Myfield device, that is grabbing all those hours together, which is not something that's available on the foreman device. So good question. Definitely something to look into from a my field perspective. Yeah. Abel's looking just for a a way to get access to the first part of this webinar. We are recording this, Reed, and this is gonna be available on webinars dot h c s s dot com, I believe. One of our websites will have all I have all the previous webinars on there. For those that that, have a hard time falling asleep at night, we are your friends. Just turn us on and just let it you know? Happy to provide that sort of help. But if you'd like to send this out to anybody at your office that you think would benefit from some of these things, by all means. Webinars dot h c s s dot com. You should also get an email, the next day or so as well with a link to this recording. So, again, another way to access it, you'll see should see it there. And, again, you can forward it to anyone at your company that would get a useful information out of this. Sounds good. I don't know. Well, Kelly was asking, any hope of having time cards that will be locked once time is exported to payroll? There's a couple of different check boxes on this screen that will work for that, but I'm gonna let some of the ex other experts, talk about that. Alright. So we've got the yeah. We can farcal for it, Matt. I've got it pulled up here. So, under the setup tab, so this is, something that you only see in the web only version of HeavyJob. If you are running off the desktop version, that's gonna be in a different place for you, but the preference would be there. So under the setup, if you have access to that, you'll go to preferences. And then under time card options, we've got a couple things, that you can adjust to really hone in on what you're needing for your workflow. So different companies have different payroll processes. So, you know, out of these options, just find the one that works the best for you. We do have an option to, that allows you to approve or or deny the ability to accept revisions of approved time cards from the field. So if you want to say, hey. Once this is approved, we're not gonna take any new revisions. You can adjust that there. To towards Kelly's question specifically, this option is another good one. So you can uncheck that, and the system will no longer accept revisions of time cards from the field after they've been sent to payroll. So it doesn't necessarily, like, prevent the user from changing it on their iPad, but, the the main system overall, the the system of of storage there, will not accept those revisions once it's sent over to payroll. Another, more date specific feature that we've added to both web and heavy, heavy job desktop is this payroll lock. So different ways to use this. Some folks would, you know, maybe set this to a very early date and then have kind of a rolling, end date. And that way, as they complete a payroll cycle, they would just lock those time cards and prevent, any adjustments, from happening to those. Some folks may just want to kinda lock that while they're processing payroll and then remove the lock, but, there's different workflows there. There's also different ways to override that for certain, types of user access. So within the administration tab, we do have, an option. So say you have your payroll group under the access group types under administration, you could have a override for the within that group. So even though all the rest of the access group and user types are locked out at that point, those folks within that specific access group could still go through and make adjustments. So, lots of different ways that you can set that up. If you have questions about, you know, what might work best for your company or wanna kinda describe your workflow to us, give us a call at support, and we can walk that through you, on the phone. Alright. Couple of different questions directly about this. The the time card option about accepting revisions of approved time cards from the field, can that exclude the addition of a signature that was missed? So what happens if the time card was sent in, but the signature was not sent in? And so I think in that case, the signature is actually fine to come in. The signature is not attached to the time card. It is corresponding to the hours itself. And so if the time card somehow has made it in without the signature and someone's looking through the signatures report here on the web, and they're like, hey. This person is missing a signature. And, like, call them up or chat them using HCSS chats, then, that person can go and actually fill out the signature whether it's on their My Field device or they can go find their form and have them fill out the signature there. And that signature will still come in because it is not actually part of the time card. You know, it's it's we're signing the hours. We're trying to stay away from the time card there in case you're having to sign for multiple time cards at a time. So, yes, Alan, that will definitely work. Another question that came up there, is why can't I see the screen, John? When I look at my web, it stops, significantly higher there. It stops at the materials report. So why can't I see the setup screen there? And I will let you answer that one. Yeah. So that, could be a couple different things. So the the setup tab is a specific, I guess, permission within the access groups that are set under administration. So you could reach out to your heavy job web admin. And if you're needing that, access to that screen, you would chat with them about enabling that access. There's a chance too that you might just be accessing the web version of the hybrid system. So, for folks that are still using our our desktop system, kinda server based system of heavy job where the, the customer actually maintains the server. All of those, permissions and preference changes are made on that actual desktop manager system. We still have a web version that you can see, but it's mostly, for accessing the time card module, viewing reports, and different things like that. So if you're in in that kind of hybrid system, there's certain elements here that just aren't available to that system, only because they exist on the desktop version and not in the web version for hybrid. So it's not that you don't have those in either version, but they're just in a different place. Sounds good. Alright. Let's let's see what else we got here. Anil, will HeavyJob ever be able to pull in clocked hours on an iPhone? It's something we're exploring. It's easier or it's not easier. Sometimes it's it's hard much harder. We have to actually rewrite, time card on iPhone. We are seriously looking at it. You might hear some more about it at UGM, maybe even see a a mock up at product test lab. So definitely make sure you're at UGM. But it's it it will require us to rewrite the time card completely, in order to be able to do that on iPhone. On iPhone. Sounds good. Gina is also asking, is there any intent to make forms available in my field so that if a my field user, a crew member, needs to fill out a form that you've made available, such as per diem, something like that, or maybe it's a, hey, a vacation request form. They wanna go to Iceland as people do. Is there any way of doing that? I can take that as well. Yes. So we do see the, if the user has permission for forms, we you they will see the forms icon in the my field application. And then when they hit it, it'll actually deep link it to the field app. So they will need the field app installed, but, they can actually navigate to all of it from my field. Absolutely. So it is included within your MyField subscription there, assuming you have forms activated for your company as well. So by all means, please utilize that if you have some forms that your MyField users need to be using. You ready for the poll question? Yeah. We'll we'll we'll break up this, the q and a session real quick, but definitely go go ahead and ask another poll question there, Reid. Mhmm. Alright. I'm gonna turn this one over to Britney to talk about, pay items, multiple pay items. Right. So the question is, if you have projects where you are billing on a percentage basis, you know, you're saying, hey. Project owner, I'm fifty percent complete. Hit me for fifty percent of the contract value. How often within that project do you also wanna record multiple pay items per a cost code? So that means you've got independent revenue drivers within a single cost code. If you don't know what a pay item is, it's really how we track revenue in heavy jobs. So today in heavy job, you can have a cost code, and you can have a pay item factor. Your cost code quantity will drive your pay item based on the math you decide with your pay item factor to tell your, bill how much you could bill for. So we're curious. Is it is it black and white? Is it one way or the other? Or do you sometimes run into a scenario where you have a lump sum contract, and you're also kinda tracking some unit price stuff? Again, same as the last question. If you do need to track multiple pay items, on a single cost code, if you let us know what type of work this would apply to in the in the free text second question, that'll be a big help for us as well. Alright. We'll give everyone just a few few ten more seconds, get your final answers in, and then we'll go ahead and share these results. Say for our heavy bid users, all of this gets tied together and comes over automagically from heavy bids. Your bid items turn into pay items in heavy jobs. They're there and ready to go. So that new mobile feature that I'm super excited about where you'll be able to have the pay item act as a header to your cost codes for everybody that's a heavy bid user, that's already there and set up. So when you go to look at that, you'll have a new tool that's, ready to go without any extra buttons to go click for your field guys, which is really cool. Alright. So it looks like we have about twenty percent of you off do this often need this often, about half sometimes. So almost three quarters of the people on this call have a use case where they do want to attach multiple pay items to a single cost code. And, again, thank you for those of you who shared what type of work that's for. It's a big help for us as well. Alright. Last, I'm gonna do one more just quick plug here, before we finish out the q and a. We're trying to understand, what type of information you're getting from use use cases you're using HeavyJob for and how it benefits your whole company. So we do have a survey for you. This is a longer survey, so we're not gonna do a poll question here in Zoom. But you can click on or you can use that, QR code to do it on your phone. I also put a link in the chat. We really appreciate you filling out this survey. It's only about eighteen questions. And if you enter your name and email information in this survey, we are gonna select two winners of a hundred dollar Cabela's gift card. So just a little encouragement to do this survey, and we're really, really looking forward to seeing kind of how you're using HeavyJob and how it benefits your company. And with that, Adam, I know we have a number of other questions in. Go on. Let's let's jump in there to the questions unless Britney wants to say something real quick. No? Alright. So, one question is if a subcontractor is using my equipment and I wanna charge for that equipment to my job, can I add that equipment onto the time card by itself, or does it need to be linked to an employee even if the employee's hours are zero? So great question, Hector. By default, the answer is no. Equipment does not need to be linked to an employee. However, if you have turned on, there is a time card warning that says always link my equipment to employees. So if your company has turned that on, then in mobile, it's gonna restrict you from adding the equipment, by itself. But that does default to off, and so you should be able to just add the equipment without linking it. Now you're always gonna be able to add that link individually if you want to, but, no, you don't need to link the equipment to the employee, assuming that that preference has not been set by your company in time card warnings. One key thing to think about, though, is from an accounting perspective, when exporting out to payroll, sometimes if you're attempting to export out those equipment hours, they do need to be associated there, with with an employee. Welcome, Eric Powers, to the chat. For those of you that don't realize, long time HCSS employee, recently retired after I wanna say, how many four decades at HCSS? I don't know if we've been around that long. Five decades. Okay. Yes. Great to see. Yeah. Yeah. Go ahead. I'm I'm taking Matt's wife to lunch. It's her birthday, and he forgot. So my wife and I are gonna take Eric out to lunch. So see you. I'm hanging out with all you fine people. Steve Powers. He wasn't gonna get on. I said you can't just stand there and be this close to saying hi to everybody. I do miss you guys. Yeah. Still available for y'all to reach out to if you'd like to contact him. Love to get on the phone with you. Alright. Couple of, other questions here. Let's see. With time card approvals on the web, John, can the approval button be separated and removed from a drop down menu? Have you entertained that thought before? Have you heard that suggestion before? I have not. That that's an interesting suggestion. I know we did kinda have those separated out. Or do you have those separated out in the desktop system? I think with web, you know, we just thought we'd kinda for the the real estate on the screen, have those, condensed to a drop down. But, curious to hear, what your workflow is, what the reasoning is behind needing those separated out. So, I've got my email as my name up there. Go ahead and shoot me an email, and we can find a time to to chat about it a little bit more. Would love to hear more information about that. Sounds good. Anil, I'm gonna throw this one to you. The new time card submission warning, does that also trigger if the same revision has already been submitted? So not just the initial one, but if the same revision number has already been submitted. That's happening for Keith, and I'm sure plenty of other people on this call, if they revise in the web at the same time as the foreman is revising, then they'll be on the same revision number. And, obviously, that that that foreman time card is not coming in because the revision has already been created and submitted on the web. So do we get that new time card warning that you were showing earlier? They will. Yep. Yep. They'll get that message saying that time card already exists in web, and then they'll have to download that one because, like like Adam said, like, if you have ref two Tri TriNet center mobile and ref two already existent manager, we're gonna take manager's version. So they'll have to download manager's version onto mobile using those steps in that message and then make mobile changes and submit that as a ref three if if those are needed. So they they will see that, like, helpful message saying, hey. You can't send your version. Take these steps to get the message. That if you're going back and forth. Mhmm. Alright. Let's see. In my field, what happens if they work for two foremen and one single day? Well, then their hours will show up, on in the entered hours section, for both of those foremen. So they will show up there. The my field user is not linked when looking at their own hours to a particular foreman. So, Gina, if that question is related to just being able to view those hours and sign for those hours, they will be able to see that for both of those foreman in the same day. Definitely gonna be questions about if they're clocking in and clocking out. We wanna make sure that that workflow is correct to be able to allow them to, be able to make those correct form and choices as to where those hours belong. Alright. Let's see. There still are a couple more questions, but we're coming right here close to the end. We're gonna throw one over to Matt before he heads out for Erica's birthday. And so and then we'll throw one last one to Britney, that came in at the beginning of the call. So, Matt, you're up first. If an employee worked for several foreman, what is the best way to make sure they got all their hours? You know, maybe a foreman forgot them. So I think first, you have to figure out who's gonna be identifying the problem to begin with of of there are missing hours. So what do you do? You asked that. Give me, SAT flashbacks. I'd say the, one great way to do that preemptively, if I'm the last foreman, if it's the end of the day on Friday and we're planning, this is gonna be the last day of the work week, I can see your total hours on my, iPad on the right hand side. That's across iPads. So as long as you work for somebody else this week and they already turned in your time card, if it's still sitting on their iPad, I'm not gonna know about it. But as long as they hit send earlier in the week, I'll be able to see your total total hours for the week and can double check with everybody that we're all covered and that that looks right. We didn't miss you. And then, you also for our my field users, there's an easy way. You don't have to be clocking in, clocking out. You don't have to be, signing off. You don't have to be doing inspections or forms or anything like that. You might just wanna give your users my field access so that way they can see their turned in time for the week. So they just have an easy way to kinda double check Monday morning that, yeah. That looks right. That's what I worked last week. Or if that doesn't look right, they can bug their foreman, and it gives them a way to be, preemptive about, helping catch some of those issues before we go to process payroll. So I'd say those are your two two best options there. Awesome. Sounds good. For our last question, we're gonna throw it over to Britney. Would you rather be attacked by a rattlesnake or a mountain lion? I I find that this this question's divisive. I feel very strongly in my answer. So I I'd like to tell tell the folks out here, if you have strong opinions, feel free to chat them to or, I guess, question answer us on what you think the answer is. So I guess the a part of the q and a. I think mountain lions are much scarier to be if I was out in the woods and I ran into a mountain lion, I think I'm toast. I think if a rattlesnake rattled its little tail, I'd probably just step around it. So that's that's my take on that question. Thanks. I I appreciate some folks coming in with the right answers. Thank you, guys. Alright. Bringing us to a close. Thank you all so much for, joining us today. We do this every month, last Thursday of the month. And we got into a lot of good questions that y'all sent in. And there's a few more that we just didn't have quite a chance to answer, but we'll try and get back with you individually. But by all means, come join us back again, last Thursday in September. We're gonna have some more fun and, answer some more questions, show you off some, some some more new cool things. It's a rattlesnake. I guess. Always pick the rattlesnake. They they can't move once they start rattling. Is that true? Just not sure that's true. Pro tip. Pro tip. Yeah. We used to I lived in Austin for a while. They'd always attack the dogs. You just get one person to kinda keep the snake distracted and rattling. The other person gets the dogs in the house. When you hit it with a shovel, you're fine. Yeah. That right there was worth the price of admission to the webinar, alright, is how to handle a rattlesnake. Yes. Make sure you say, I'll go get the shovel and tell your buddy to, to distract the snake for a minute. You distract the snake. Yeah. They just I know what to do. You stay there. Thanks, everyone.