HeavyJob for Utility Contractors: Fast Data. Faster Cash. Profit.

Hi, everyone, and welcome to our webinar, HeavyJob for utility contractors. Fast data, faster cash, profit. We're excited to have you with us today as we dive into how HeavyJob can help utility contractors. You'll hear from our experts, Stuart Falknor and Frank Baumgartner, who will walk through the latest features built specifically for work order based contracts, including bulk work order upload, easier pay item entry for foreman, custom daily field reports, and pay item export templates tailored to your contracts. We'll wrap things up with a q and a session at the end. So if you have any questions during the presentation, go ahead and drop them within the q and a feature, and we'll either address them as we go, or we'll save them to the end. So with that, I'll go ahead and pass it off to Stuart, who's going to walk you through our presentation today. All right. Take it away, Stuart. Sure. All right. Thanks, everybody. Stuart Falknor. I am sales director for newly created utility vertical for putting together workflows and solutions for utility contractors to do more work order management and short cycle work, those sorts of things. And then we've got Frank Baumgartner who is on the product side who has been in charge for the last year or two of interviewing customers in this space, making sure he understands their needs, and then turning that into product features and workflows. So that's what we're going to talk about today is really a bucketed kind of the new features or the workflows for utility contractors over the last year. And we've really bucketed into four new improved workflows. Before I change slides here, you'll see a QR code on the bottom left corner of this slide. I'll also present this QR code at the end where we'll have a Q and A slide and how to reach out to us for more information and do those sorts of things. But that QR code, at any point here you want to stay in touch, you want to go deeper on a one on one basis with us, scan that QR code, there's a form fill, tell us who you are, your role and your contact information and then we'll reach out over the next day or two and engage you on a one on one basis. So that's what we're going do today. From a standpoint of, I'm a contract statement kind of guy. So two things that we want to do today is we want to introduce the new features and workflows that we've added to HeavyJob over the last couple of months to help customers set up, track, bill their short cycle projects, their work orders, their MSA type of work, a lot of despair words and terms for that. And so I wish the industry would consolidate on a single term that we would all say and we would all nod and we would all understand what that means. But unfortunately, we haven't found that consolidation of terms in description yet. And so you'll hear us use a couple of words, different words or concepts for that today. Number two, once we introduce those kind of four workflows determined, we'd like to help you determine if you'd like to schedule a follow-up call to discuss how any of these new features might fit into your workflow and your business. You'll see a little UDM kind of picture on the bottom of my screen. This session Frank and I hosted the first day, I think the first session of UGM a couple of weeks ago for existing customers that came to UGM. And so we're really showing you things that the two thousand customers that came to UGM, they saw this, they've interacted with it, but we're opening this up to a wider audience and a wider discussion for people that didn't necessarily make it to Houston. And so we want to interact more digitally, more virtually with those sorts of features there. With that being said, let's talk about why did we make this change? What are we trying to do here? What are we trying to solve? What's different about modern HeavyJob for utilities than historical HeavyJob? This is a kind of a wrap up of, you see up at the upper left hand corner, HeavyJob 23. The things that I like to point out here is two hundred and thirty seven thousand projects, one hundred and two, it says active users, that's one hundred and two thousand field users. If we think about management and payroll and everything else, at the end of twenty twenty three we had about two hundred thousand total users from HeavyJob, sixteen million time cards on the bottom left, seventeen million photos taken, those sorts of things. Just to wrap up what our existing HeavyJob customers look like. Twenty twenty four, HeavyJob grew nineteen point something, I'll call it twenty percent. So when we say one hundred thousand field users in twenty twenty three, we're talking about one hundred and twenty thousand plus field users through twenty twenty four. And we're probably talking about, if you think about two hundred thousand total users, we're probably twenty percent up from that in the two hundred and forty thousand total users range. The evidence I want to make here is nearly all of these projects, these time cards were built and entered and tracked in HeavyJob using a traditional bid build model, okay? Where we bid a job, we had a cost code structure that drove billing or pay item structure, more of a schedule of values. We entered cost code quantities that directly drove revenue, end of month pay apps, of month AI 401s. And so that's what all this data right here shows. But what we heard from customers that weren't thrilled with HeavyJob, that didn't love what it was, when we started digging in, was we started figuring out that the people that weren't happy with HeavyJob were not doing these long term six month to three year capital projects with monthly schedule of values, billings and those sorts of things. They were doing more quick turn work order work. And so similar construction, still need time and attendance and hours and those sorts of things. But the setup of the project's process was cumbersome and HeavyJob and the billing my owners process was cumbersome. And so we really came at it, Frank's team came at it from a problem statement if you will upfront. We can't take a half a day or more to set up a project in HeavyJob that's only gonna take my field guys two or three or four hours to complete. So that was the first problem we wanted to solve. And then as we worked through that we started coming up with more solutions, more problems that HeavyJob could do better to solve for this type of utility contractor doing these quick turn type of projects. So really I said we put these changes in four buckets. And so these are the four buckets that we really want to put the changes. This is how we're going to slice up the conversation, the screenshots, the demo today. Number one, going back to that kind of what do we do in slide that started this whole project, faster and easier job creations and setups. The second part of that is once we started listening and understanding this customer enters pay items, they may not care about cost code quantities as much, they may not care about production quantities and production rates and that kind of historical data on the cost side of the business. This is a quick turn, they need faster cash, they need fast billing. And they think in terms of the quantities I want my field entering today are the billable quantities that we can quickly turn into an invoice, we can upload into my customer's Oracle texturist system, whatever that is. So pay item setups separate from and unrelated to cost codes, traditional cost codes, is something that we've given you flexibility for. And then we're going to show you a little bit of setup, we're going show you the field entry of that, and then the reviews and approvals of that. The third thing we heard was there are tons of resources, data entry clerks building out daily, custom daily field reports for each of my contracts, for each of my customers, for each of my MSA contracts, if you will. And I've got two or three people almost using Adobe editor publishing type of tools to copy and paste different spreadsheets, different pictures, different summary totals, whatever that is, quantities, geopictures, geolocates, that sort of stuff, and really copying and pasting those and creating this custom daily field report for each of my owners. A lot of manpower, a lot of opportunity to mess something up, not standardize sorts of things. And so we've tried to take that on with what we call flexible daily field report templates. And then we'll talk a little bit about where routing for approvals is today versus where we want to go in the future. So that's the third thing we're going to talk about today. And then number four is the billing part of this, this pay item export templates. Comcast versus Spectrum versus PG and E versus Con Edison, all of them have a different pay item template, different invoicing scheme or format, and it's a problem for our customers to create those four or five different export templates in different formats, different organizations, different subtotals, those sorts of things. And so the final thing we want to show you is that we're thinking about these customizable, configurable payout and exports per contract per customer, where I can easily enter job information today for a contract against Comcast or something like that. And then at the end of the day, when everything's approved, I can kick out a billing file for Comcast in the right templates with all the right data, PO data, work order data, customer coding data, everything else, quickly upload into that system to start my invoicing, to start my payables or I guess my receivables process on that end of So the big picture idea here is if we could say, hey, what are we trying to do? How do explain that? What Frank and I and the team want you to be able to do is we want you to get a work order release from your customer at eight am in the morning. And then we want you to be able to easily upload that into HeavyJob and create that project with the detail that we need to track it against in a matter of minutes, in a matter of seconds, if you will. By nine am the field team has that in their field app, they can drive to that location and they can do the work. They can enter the work, they can take the pictures, they can enter those pay item quantities that they completed today. And if they're done with that work order by eleven o'clock they can send us that information, we'll get that information, we'll turn that into a daily report in the format that my customer needs for review and approval with labor codes and equipment hours or whatever is required on that, that I can send that out by noon. And if I can get approval from my owner's rep at one or two or three o'clock when they get back from lunch, we want you to be able to bill that item by three or four o'clock in the afternoon that we just learned about at eight a. And we took two or three hours to go do that work in the field earlier this morning before lunch. We want you to able to build that this afternoon. So that's the story that we want to empower you guys to embrace. Does that all happen that quick? No. Do they all need to happen that quick? No. But that's what we're going after here. Fast to cash, fast to bill, capture one hundred percent of your revenue items so that we're not leaving any money on the table, and we want you to get paid quickly on the work that you did today, or the work that you did this morning. Let's go item number one on that list was faster and easier job creation and setups. There's a couple of features here that we've introduced to HeavyJob that we think are gonna make this easier. From a HeavyJob, how does a job get set up in HeavyJob? I can still bang it in by hand, pipe everything in on a one off basis. We don't love that, but that's still available. That's flexible, as flexible we'll ever get. I can still import a job from HeavyBid. We bid that MSA, we bid that work order using an MSA template or a pricing template that we built in HeavyBid, and I could pull that over and we could create these work order one, two, three, four, five, six, seven projects or work orders against the master contract from HeavyBid. That still works. I could do all of that same work from DIS or Data Integration Studio. You've got all of that detail set up for those individual work order releases. You build them in your accounting system. Let's bring those into HeavyJob as well. So those three things work just like they've always worked with HeavyJob. The new piece of this is we've given you more flexibility for importing jobs from CSV files. And so what we're looking at here is I've got a Faulkner Gas and Electric twenty five, twenty six MSA contract for gas services. And the setup of that is my couple of cost buckets where I want my guys to charge their cost and track the quantities against potholing versus horizontal drilling versus demo and reconstruction, whatever that is. So some simple cost codes, but attached to that contract I've got a list of three hundred or three thousand pay items that define the owner's code, what I get paid for, the amount that I get paid, and the unit that I'm tracking that in. And so nice of that contract. I can upload and create that information on that master contract before I ever get released the work to go do that contract. Tomorrow I could be released work order one, okay? And so from that work order one standpoint, I have some individual work order numbers, maybe some PO codes, some custom things that separate that from the master agreement. In this case we called it work order one. It's got a location, it's got a lat and long, it's got again tags, customer orders codes, whatever that is. I've got fields for all of that information and I want to upload to create that project. But the other side of that is I'm going to use all of the MSA cost code structure, budget structure, production information, and I want to use the MSA pricing list, the pay item list with all of the standard units and again quantities and revenue dollars and that sort of stuff from the pricing list that we agreed to. And so that's what Modern HeavyJob allows me to do. And again I can either do that on a one off, I could suck it in, let me go to the screen here, from an Excel spreadsheet, And then the next thing that we've done to really turbocharge that concept right there is creating a work order with some specific details for the work order, but using most of the setups from the master contractor, the setups from there, is we've introduced a bulk work order tool. And if I come back over here you'll see a new bulk import status over here. When I answer the right questions through I want to create jobs, do you want to do one job, do you want to do multiples? And so we've got a new bulk work order import tool. So if I get work releases twenty at a time, two hundred at a time, two thousand at a time, and we've got examples, twenty thousand individual work orders released at a time. I can lay all those out, I can reference everything I need, get the unique work order numbers and PO numbers of those twenty thousand, the addresses, those sorts of things, of those twenty thousand work releases from my customer, and then I can organize those in a simple spreadsheet, I can upload those into HeavyJob and create those twenty thousand work orders in a matter of minutes maximum in a number of hours. And so the story that I'll give you is we have a customer, gas construction customer in Omaha, Nebraska. They were released fifteen thousand work orders at one time to inspect and repair and replace gas meters in the Northeast quadrant of Omaha, Nebraska. They released all those at once. They had done this in the past, they used HeavyJob previously, and our contact said that it had taken them two or three people two or three weeks to go create those thousands of individual jobs in HeavyJob. We gave them a beta version of the import tool in January so that they could use this on this new project, this new project release. They had all fifteen thousand of those jobs set up perfectly, ready to transfer to the field, ready for somebody to go grab and do that work in the field in I think two and a half to three hours. So that's the life change. If we're doing that level of work order management, those kind of numbers, that's the level of speed and efficiency we can pick up with some of these new workloads to faster and easier job creation and setups. I think so. So from a big standpoint, wrapping up that conversation, a Couple of things happen even if you don't do all work, work, work and you still do bid, build work, and maybe that's a majority of your business. But we do a service side of our business that thinks like this. The back end architecture of HeavyJob has been absolutely boned up and increased and solidified to handle fifteen thousand work orders uploaded at one time. So what that does is the benefit to the traditional bid build customer is that their system for regular six month, two year, three year kind of bid build projects has never been faster. So everybody gets a benefit out of these architecture improvements that we've made to be able to handle these thousands and multi thousands of work order membership. For customers that do both traditional bid build and this short cycle work order management type of work, you don't have to go buy a new system. You can do both of those within your existing HeavyJob system. You will just choose at the project level for each of your new projects that you upload or enter into the system, is this going to be a traditional bid build Costco driving a pay item list like we've done for thirty years now, or am I going to choose, this is a store type of work where we sever the relationship between Costco's and pay items, and I can enter those two things separately to my heart's content, and I can bill them out. I can bill out those payouts separately from anything that we track the way we track it on the cost side. And so I love the fact that there's no additional Austin HeavyJob, there's no heavy don't have to, a whole new system. You don't have to go buy new system. This is just part of HeavyJob now. You'll just choose at the project level whether this is a traditional project or a short cycle project. And then again, kind of went there. You could choose the option of setting up a traditional Costco, driving paydowns, schedule values. But anyway, it's just another way to say what I did there. That is kind of what I wanted to cover on bullet point number one, faster and easier job creation and setups. Frank, do we have any Q and A related to this that we want to address before we move on to bullet point number two of pay item structure? There are no questions yet. Don't be shy out there. I know there's some specific folks out there that in person are chatty and like to talk, so get your questions in there and we'll either type them out or we'll address them as we go. We'll talk about them. Cool, cool. Keep on rolling. Yeah, just use that Q and A there. So I'm going to pat myself on the back for covering that so fundamentally well that I answered everybody's questions. I'll take that as a lead. Bullet point number two on my list of items was paid item setup and field entry. And again, we started hinting at this from a job setup standpoint. This is that Costco versus pay item screen here inside HeavyJob. When you get this turned on, you want to turn it on, you'll have a new selection here, pay item quantities. This is where we will choose whether we go traditional Costco, driving pay items, driving a schedule of values, the way HeavyJob has always worked, or we want to directly input and import revenue. And as much as I've said, you're separating that from codes. We don't have to separate it by cost codes. So I'll show you some flexibility there that can tie those things together to make it really easy for the field guys to find what they need out of a list of three thousand pay items, right? But this is what that selection would look like. This is going be a new kind of, if you decide you want to turn it on and you fit this model and everything else, this is going to be the new kind of dropdown that you see on this paid item setup screen inside job setups where you're going make that choice by project. So again pay items, any kind of coding, internal coding, accounting code, owner's code, again all of those multi fields to make this as flexible as possible over there. This is a gas contract, three quarter, inch and a quarter, two inch, four inch, six inch, eight inch, alongside pipe connection. So this is that menu that my customer has bought for me. We've agreed at unit prices of twelve dollars twelve point two five dollars twelve point five zero twelve point seven five dollars per linear foot on those side of connections, right? And so I need to go do these in the field, and my foreman tells me he did three of these today. We're going to bill thirty six dollars We're going to think of that as thirty six dollars in revenue, right? And that's where we're going to do this. So that's the pay item list. This is the pricing. This is the menu that we've agreed on with our customer for this contractor and MSA. And then the second part of this is I don't need to totally dismiss those from a cost code standpoint. And so from my standpoint, I didn't go do a screenshot. I created four or five cost buckets up here. Long SiPi connections, short SiPi connections, meter abandonment, meter installation, that sort of stuff, to just put my guys time in larger buckets than tracking fifteen minutes, you know, twenty minutes against each one of these pay items like I might have been forced to do in the past. And so if I turn to a screen here, you'll see here that, hey, all of those long side pipe connections, I want my field guys to track them in a simple POS code of one-zero alongside pipe connection, right? And so I can put hours and equipment hours and labor hours and cost information and that sort of stuff to gain some cost bucketing and some production information around alongside pipe connections, but I don't want to track the difference between a three quarter, an inch and a quarter, and a two inch production rate cost per linear foot or cost per each or whatever that is. And so this is where the flexibility comes in of larger, more general cost buckets, cost code buckets, and then I can tie those to the billing pay items that I would usually want to bill for once my formant claims or puts cost against that cost code or that cost bucket. Hopefully that makes sense to everybody. I'll show you what this looks like on the field side as well. So that's the idea here of separating out pay items versus the way we want to track costs and productions in different types of buckets. Okay? I don't think I pointed out before, but if we're going to build out work order number one by hand, it ought to be that we only get released one at a time, copied setups to other jobs, that lets me say, hey, I want to take my Falkner Gas and Electric twenty twenty five, 'twenty six contract. I want to copy that and create work order number one, work order number two, work order number eight, whatever that is, off of this master contract, and all of this information gets transferred into that work order. And so that's where that would happen there. I didn't point that out earlier, but I wanted to show it while we're here. So I set that up at the work order level, at the MSA contract level, I copy it down to my individual work orders inside that job setup list, what we've been talking about for a couple of minutes now. When I set up those pay items and those Costco groupings, this is what it looks like in the field. There's me and my truck and there's three or four pieces of labor, my crew. And so on this standpoint, Faulkner Gas Electric contract two, which is my electrical contract with that same utility entity, My guys did some time against work order number one, they worked on work order number three, they worked on work order number five. Every customer that we've talked to in this space is a multi job time card. Their crews usually touch many work orders in a single day. These are really short hitting jobs, and they don't spend, they can, but they don't spend three weeks on one work order typically. They are doing a little work today on work order one, a little work on work order three, a little work on work order five. And again, from a cost bucket standpoint, two hours for the crew on pole maintenance as a cost bucket underneath work order one. We had a couple of hours there, two hours each for most of us on meter selection. We worked on about forty trees, forty shrubs, but just whatever's the way we're tracking those. So that all works like it typically works. What is new here is there's a new button when you set up the jobs like this called view pay items, okay. And so once I enter that information there, my foreman can go to view pay items and he sees a new screen that pops up like this. If you go back and you say that pay item grouped by cost code, you start to see work order number one, POS code, pull maintenance. These are the three pay items that I expect my guys to claim from a revenue standpoint, from a completed standpoint as part of pull maintenance. And behind the scenes, each one of those units has a revenue amount that we set up in that big table that we looked at earlier. So work order number one, I get one pole inspection. Work order number three, meter installation. We get paid by the crew hour here. So eight hours I claim there, four people, two hours apiece, whatever that story is there. Vegetation management, gonna go scroll down here. But again, those pay items that I can claim as part of vegetation management could be eight crew hours and forty trees, That's what we would see down there. And again I punch those, we get a fly out that looks like the quantity entries on the cost code screen, on the hour screen, so your guys could be familiar with this, they're familiar with the HeavyJob in the field entry of the units, of numbers. So that is Costcodes, work orders chosen on the typical time card screen, and now we've got a new screen here we're introducing where we can claim revenue quantities, payout quantities in a different unit, in a different format, in a different level of sophistication that we entered cost on. All of that I push send in the upper right hand corner just like I normally would once I get my time card filled out with all the right detail, the photos and the Costco notes, all that sort of stuff all works exactly as it does today on any job field that foreman pushes the send button. When that comes into the office for review and approval, one important concept, I didn't do a bunch of screenshots to do that, but we've separated out the concept of approving time and attendance, is what, again if you're familiar with HeavyJob, it's always that approve dropdown, reject, revise, approve, that process works exactly the same for approving time and attendance for labor and equipment. There is a new section in that time card approval that is payout and review, payout and acceptance, approvals, edits, revisions, that sort of stuff. The key concept here is two separate people in my organization at two separate times in the workflow are going to approve time versus approve billable quantities, right? And separated those two approval processes out so that either of them could go at any time. I don't need time and attendance to be approved before I can bill the claim quantities to my customer. My payroll doesn't need me to have all of the sign off or the quantities, the billable quantities, for them to run payroll on Monday afternoon or Tuesday morning. We're not waiting on each other. We've separated out those workflows into two different distinct workflows that can happen at two different times, okay? What we're seeing here is the result of that time card with those pay out of quantities that I just showed you earlier on the field entry. Work order number one, full maintenance one of those, work order number three, work order number five, and so we would review the quantities on those pay items. There's a star review button here, and we could approve those quantities, we could revise those quantities, and again, getting really down to the detail. If there was something we did full maintenance that wasn't one of these three pay items that we absolutely needed to capture today for underneath the full maintenance. There's an add button where we could go add anything from that pay out of menu list to today's Costco, to today's time card so that we could bill for it, right? We're giving you that level of flexibility for entry and that level of flexibility for review, revise, approve at the manager level. So this is a project manager, this is a general superintendent, this is a contract rep that is doing this step after the foreman captures its information and submits it to the office. I think that is kind of the wrap up of the discussion for pay item entry, review, and approval. Again, let's stop at the end of bullet point number two here and ask, are there any Q and A questions coming through Frank that we need to address here? One person asked not a question about the content, but just how do I turn it on? You can read that answer in the chat, but for everybody, we are controlling, the exposure of it because we want to make sure that we are in touch with the earliest users of this. All you got to do is reach out to us. If you reach out here, I got you written down, and we will flip the switch for you and just talk to you a little bit about it so that you understand the nuances since it's new and there's just things we wanna make sure you understand before you flip that switch and start entering stuff. But absolutely, if you're interested in it, we wanna hear from you. Also, you have that QR code that he showed you at the beginning. Click on that, fill that out. That way you're just nudging us, reminding us, hey, I'm interested. Talk to me. And we'll do it. There is one big gate that I've got on our last Q and A slide that I think that we need to talk about. Let's talk about it on the last slide here, but there is one big if this statement. You have to be on the right version of HeavyJob for you to be able to turn this on. Let's talk about that at the start of the Q and A after this. Let's don't get bogged down into those details right here while we're talking about workflows and feature set. Hey, Stuart, somebody else just asked, somebody else just asked where's the QR code? Let's just make sure we get that back up in front of them at the end or, folks, we'll send stuff out too if, we'll get you an email or something like that. Yeah. That last Q and A, quite a Q and A slide. We're going to leave that up for the last ten or fifteen minutes hopefully. We'll get there and we'll have good Q and A. And that QR code will be up there for a long while, so you guys can grab that. The third bullet point, if you remember, was efficient creation of a daily field report that I can give to my owner, my owner's rep with all the information they need in the correct format that they require per the contract so that they can review and approve the work that I did today against the big contract or against each individual work order. All of those are important. All of those are possibilities with your different customers in your different contracts that you're working under on a daily, weekly, monthly basis. So primary thing I want to talk about is people have been using HeavyJob to do this style of work, and they found a way for it to work for them. And when I talk to those customers that are using HeavyJob, they didn't know any better, it's just working just fine, probably fifty or sixty percent of them have just found a way to use the built in HeavyJob daily report with the selections and the filters and the customization options that we give you for that, they found a way to make that work for them in their relationship with their customer to get that out and get that acknowledged, the work completed, acknowledged, approved, those sorts of things. What we found is the next twenty percent above that need that configurable, customizable daily field report, and that is unavailable. It's tough. We need to be able to do more than we can do in this daily report inside Modern HeavyJob. So what Frank and the team have done is they have introduced into HCSS Insights. You see up here https:insights. HCSS.com. If you're not familiar with HCSS Insights, this is a data reporting, dashboarding, data visualization tool that we are offering to our HCSS customers for free. And so it is a reporting and a visualization engine that lives above HeavyBid, HeavyJob, all of your other products, plans, safety, all of those sorts of things. And all of your data is saved, it's normalized of Insights. And then we've given you a front end to Insight that is just Power BI. And so it's the most popular data visualization reporting tool out there over the last five or six years. There was a big Tableau push many years ago. They kind of created the market, created the field. It's my good argument they didn't create it. They were the big player there. Microsoft with Power BI made it faster, simpler, cheaper to create that, to do what Tableau was doing. And to me, from where I said, this has taken over this data viz, this reporting market by storm over the last five or six years, maybe more. So what we've done is given you a data lake with all of your data inside of that, and we've given you a Power BI front end to be able to tweak and configure your different DFR, your daily field reports. To get you started, we've given you some templates, daily field report, multi job, single job. We've given you a couple of DFR templates to get started with that you can go and run against your data. And then if you know Power BI or if you've got a Power BI consultant or you want to come to us and contract with us for custom reporting charges on top of that, we can configure this DFR template. We can subtotal, we can turn it on its end, I need it to show this, I need pictures, I need long locations exposed. All of that sort of stuff, you configure this daily field report. And at some point you would save that report that we configured for Faulkner Gas and Electric dash zero-one contract, and I could come back and reliably, repeatably on a daily or a weekly or a monthly basis, go generate these daily field reports quickly and efficiently and kick them out to my owner for review and approval and acceptance of the hours and the dollars and anything that they need to show on this. And so I'm giving, there's the template, there's the save as, that sort of stuff. I want to run this PG and E template versus a Southern Cal gas electric template versus a condensate template. Again, this is where you would kind of keep track of those and kick out what you need. This is what a DFR report looks like. Oh, I made that big, it's a little grainy there. My apologies if it's not coming through well. So this is what just our template looks like. And again, this can be highly configured the way you need it to look differently than this, the way you need it to look for your customer. Future, routing for approvals. Today, to get this to market, we do not have any customer interaction or even any internal approval routing interaction built for this DFR inside HeavyJob. Recognize, Frank's team recognizes that at some point that is a workflow that you guys need help with. And so phase two, maybe phase three of this, is to develop that routing workflow. Today, you're going to come in here, generate this daily field report in the right format inside Insights. You're going to export this into a PDF. You're going to upload it into your document management system, your DocuSign system, whatever you're using for those routing, those signatures, approvals. And you're going to route this internally, externally to get that approval inside of HeavyJob, unfortunately, but that's where we are today. The cool thing that we've done for you is these approver dates, customer, these tags down here, we've built out these templated reports. So these have the right tags behind the scenes so that when you upload this in the DocuSign, it should automatically recognize that this is the field where a customer name, this is the date, this is the approver, signature block, those sorts of things. Save you a little bit of time. It's not going to save you a bunch of time, but it'll save you a little time, help you build that customer quicker, or at least get approval for today's work quicker than you're probably doing today. Let me see if that's the last Yeah, that's the last thing I wanted to point out on configurable daily field reports, templated daily field reports for each of customers, and then the routing conversation that's not a rich conversation today, but it will get richer over the next couple of months and years. Frank, anything to add there? Any questions coming in about this bullet point number three of the presentation? No questions coming in. You know, a few things that we hear is that people call these things all kinds of things, and they have all kinds of processes for doing this. Dailies, daily production reports, preapproval reports, inspection reports. I mean, core of it is it's pay items. It is all about your pay item quantities and getting those pre approved, inspect your sign off. It's all automated. So you don't have the errors that come with the paper entry, the writing stuff down, missing pay items, getting sent for approval. You realize that a week later, maybe you can no longer bill it. It gets reviewed in the office first as part of the existing workflow. And that's part of the beauty of this is you can push this data across the wire instantly. Somebody in the office reviews and proves it. And once you create this and you get into an inspector's hands, it's already right. You don't have to worry about that piece of paper being shoveled around from the office to the field, dropping a box, get out to the inspector. When are we going see the inspector again? It just really cuts down on that time and the errors. And that is part of that story of how do we bill faster? And this is a huge part of it. Get this part right the first time. Save the admins time, save the field time, save the inspector time. Oh, we do have a question coming. Can the daily field report be designed in different formats for different customers? Stuart, I think you touched on that just a little. I'll let you say it. Yeah, so that was that configurable. So we're going give you a template to start with. And if you need to turn that ninety degrees horizontal and show the Y axis on the X axis, everything else, that sort of stuff, that you would configure this, you would recreate your report that's required for your customer, for your contract, and then you would save that as PG and E template or Comcast template, and then you could go reproduce that reliably for the next year, for the next ten years without a lot of hassle. Hopefully I answered the right question there. Yeah. Think that makes sense. Bottom line, you got a standard one. It's flexible with some configuration. If you want one that is very tailored to your contract, your process, we've got services, to work with you to build that out. So yes, ultimately the answer is yes. You can get a fully custom one if that's what you need. All right, bullet point four is a quick one. Pay item export templates. So the story here is, again this is a story of this is what we're going to do today and we think the story is going to get better over time and we're going to make it more easier for you guys. But right now, if you're in HeavyJob Web and you understand what you're looking at here, on that export to accounting setup right there, you can set up multiple different exports to accounting. Export to accounting for my ERP system, export to payroll for my ADP or my PayFor, my Paycom, or my Paylocity, whatever that is. I've got two exports to accounting. The thing that we can do here is we can configure an export to accounting for Comcast, for Spectrum, for PG and E, for NPR, whatever your local utility is, or whatever your city of Tampa from an MSA standpoint, whatever that is, each one of those we can configure an export to put this pay item information in the right digital format so that your people can reliably come up to export PG and E template run over the right date parameter today, or from Monday to Friday, whatever that is, and run that PG and E export file and trust that it's going to export all of the approved pay items in the right format, comma delimited, with the right number of decimal points and everything else in the right order so that I can put that out and then I can go to, again, Comcast's or PG and E's texturist system or whatever their custom invoicing system is, and upload that information into their system and start my invoicing process, start my receivables process in a matter of minutes from the reviews and approvals being done, the quantities claimed inside HeavyJob. So that's the way it would look today. I think we're going to get a little more customized, a little more granular, and put that per contract later on. If you see some progress billing dropdowns, that sort of stuff, the way we normally do that in traditional bid build, I think you'll see us start to get to that point there. But today, absolutely works just fine, works as brilliant as we did and quickly as we just described using that configurable export to accounting. And then somebody's going to go up to the export file and run that export template for PG and E contract number two zero six and generate that file in the right format so we can upload it, get paid quickly. That's really all I have to say. This was bullet point number four. Again, get you guys paid, start that payment process quicker than you ever had before with less involvement of fifty people organizing that and getting in the right format to upload them. So that's the goal here. That's really where the fourth bullet point, let's say, hey, Frank, do you have anything to add? Is there a Q and A on pay item export templates? And if not, let's address that, and then we'll go to the general Q and A, and I'll pull up the QR code and some topics that we want to discuss more in general here. Yeah. The one thing I'll add to that is for the pay item export, right? We're talking revenue. This is continually being built out. You've used our existing export to accounting tool. It's gonna feel very similar. But one of the things that we want to get to is that you feel this confidence that you essentially have a daily revenue management tool. It's not the ERP, right? It's not down to the penny, but the ERP is a great monthly closing tool. And we see a lot of folks trying to use the ERP for daily closing because that's the tool they've got to get that kind of revenue reporting. And that doesn't make sense. The ERP is not a great tool for that kind of daily closing work. But through this billing process, giving you tight control over knowing a hundred percent of the revenue that you've captured in HeavyJob and knowing the status of that, that I got every one of those items into accounting for billing. I got every one of those items into an invoice. How long are we on that invoice? Are we thirty days waiting? Has that one been paid? Have I closed this out? Giving you the ability to keep detailed track of the daily revenue, seeing when you've got an AP log, you've got revenue held up. It all ties into this story of getting the revenue out into accounting and bringing that information back into HeavyJob where you can keep track of whether you can recognize that revenue. So that's a place that we're going. So this is gonna continue to build out to be a great story as far as you having a lot of visibility into your revenue. You've already got your costs and that's just getting to profitability. At the work order level, yes, but at the contract level and seeing how you use that for crew performance. We do want to get back to any questions about that. One question did come in talking about emergency work and we get those jobs kind of released without planning. Absolutely. We see a lot of people do emergency work or any other kind of on demand, just in time work. Maybe this work has to be quoted. And the question was, what's the process for doing that? Today, the process, and this is because we need to put controls in place to not allow field users to enter too much data that you would have to go clean up. So that today the process we've encouraged people to use and we've seen them start to use this is to stub in some number of work orders to be ready for somebody to grab. And because they're templated, you can set them up for the different types of emergency work you expect to get or the set of pay items that you expect to be needed when they go out and do those emergency works. It could be all of them, but you can template that. And that way when the field goes out and they have an emergency job, it's already there. They can just grab it, do all the entries, send it back to the office. And the office can make any of the tweaks like to the naming, if they need to make tweaks to the identification, the contract, the type of work, whatever needs to be changed to make sure that it gets attributed correctly. But ultimately that work order will be sitting there ready for your crew using that method. Question, Greg. Point there is if you've been with me long enough and you've been a customer of mine, I always talk about ninety nine codes, ninety nine labor, ninety nine equipment. It's a generalization. So this could be that ninety nine job, That ninety nine work order that we create that's got a place for the foreman to go put something in and put some detailed notes against that when it comes into the office. We can recode it, we can clean it up, but he's got a place to go capture something that he needs in the field that he knows about before we knew about it in the office and could set it up properly. So same concept here to Mead for what you described. I would call those ninety nine jobs, and you would search for them, just do a ninety nine. You need to have a general job that you could go throw some notes and some time and some quantity against, then we can recode that back when we get back to the office and clean it up for you. Cool. So general Q and A here. Frank, you've got your eye on the ball there with what's coming in. The one thing that I wanted to talk about here is the Q and A bullet point number two. These features, this new feature set that we can turn on for you, are only available in HeavyJob web. And so if you are a HeavyJob hybrid customer that still has HeavyJob desktop and you're keeping that data on your servers, on the HCSS cloud, whatever, for you to adopt these new feature sets, these new workflows, we would need to get with your CS rep, your customer success rep, convert you to HeavyJob Web, then we could turn on these new features and you could start using them. So that is one big qualifier that we want to make sure everybody on the call understands. As Q and A comes in or whatever you want to do there, I've got some contact information. Again, QR code in the bottom left could be the easy way for you to say, hey, keep in touch, want learn more. From a standpoint of, Stuart's got the stories and I don't want to BS around and I want to get to them directly, steward. Faulkner HCSS.com You can email me directly. You could call me directly on my direct line there. Again, if you've got a nice relationship with your salesperson that you've worked with for five, ten, twenty years, whatever that is. In the case of a Jim West or somebody like that, you can reach out to your salesperson. Your salesperson knows a little and or a lot, depending on who it is. They are empowered to bring me in to help them with this. Same thing with your CS rep. If you have a relationship there and you want to start the conversation with your CS rep, then again, that is a valid place to start as well. And then finally, again, we'll say one more time, scan the QR code below, do the form fill, and then we'll reach out to you in the next couple of days. Any other questions coming across, Frank? Can we get a copy of the recording? Yes, that'll be sent out. It'll say at least a couple days, a week, something like that. Yeah, it'll be early next week. We'll send that out to you guys. There we go. All right. Any other questions? We'll give it just a minute or two, and then if not, we'll go ahead and wrap up. But wanted to say thank you to everyone that took the time to join. We appreciate it. Yeah, folks, we got a couple minutes. Happy to answer anything. Don't be shy. There's one. Can this be enabled on individual BUs or is it company wide? For now, it is company wide, it's not BU level, but to actually have the features show up, it's per job. There's a flag where you say, I need this job to be set up for work orders essentially instead of for like the typical way from a capital project. So that is already access controlled. So you can control which users are gonna end up seeing the setup, this data entry, etcetera. Good question. Anybody else? Open book here. What's the easiest way for foreman to enter a subcontractor's hours at the end of the day? Good question. I'll say that again. Easiest way for a foreman to enter a subcontractor's hours at the end of the day. So for subcontractors hours, you're probably entering those because those are a pass through to cost. Assuming you're not doing payroll for your subcontractors, those pass through costs are all about those quantities. Two ways you can do that. If you're paying them T and M, then you can enter those as HeavyJob, a materials and subs record, but it's specifically a subcontractor record and those quantities can be set as T and M if that's truly the way you're paying them. So you've got a T and M rate sheet or cost plus rate sheet HeavyJob got the ability to set up those rate sets, set those as T and M, and now you've got those costs and you can get a T and M invoice out the door. Or I'm sorry, T and M costs out the door, so you can go pay them. And then you can pass through those costs. The other way is to use those as a unit price item. And a lot of times we see people saying it's T and M work, and it's actually a unit priced item in their unit price rate sheet. At which point the data entry in the field that Stuart showed where you've got the work order, cost codes that those costs and revenues roll up to, and then the individual pay items, one of those pay items can just be an item for the various types of sub work that you have. You can enter that quantity and then it flows right through with all your other billable quantities. So there's multiple ways that you can achieve that depending on the way your contract is set up. Good question. I'll add that on the cost side of it with the material sub tab, if you know how to set that up in the job list, we'll recognize an advanced budget just like we've always done on the cost side of the equation. So we need to think about how it goes through to the revenue side. But if you like the way you enter sub quantities and hours and that sort of stuff, the way you always have done, inside of advanced budget, that will still work just fine for you guys. Yep. Another question, is there a report that shows open work orders that have not been started and or the status of open work orders? Yes. Your work orders are jobs. So the job in HeavyJob is a work order, right? It's just now differently structured for the contract. But ultimately a job has a status. And over an Insights report specifically, Insights is well tuned for high volumes of these jobs. You can create your own reports that are essentially lists of all the jobs and have the status in there. And now you can see which ones are open, in progress, canceled, complete. You can also put job tags, which are kind of that flexible tagging system, right, of jobs. And you can look at your jobs that way and figure out which ones have been tagged in certain ways. Common requests, you got a huge volume of jobs you want to keep track of. We've got people who have built out their own dashboards where they just at a glance can see I've got twelve thousand jobs, three thousand of them are done, another thousand of them are kind of in that shovel ready phase and other ones are further out. They're not planned yet. They haven't been pre walked, things like that. Good question. Ultimately, yes. And with Insights, you have the ability to really build those out your own way. I don't know how we would handle it. We've got an attendee with a raise hand cam. Same, did he ask any of that Q and A do we want to open up the, how do we open up the microphone for him if we want to do that? I'm looking to see if I can unmute. Not a hundred percent sure if I can. If you, if you're raising your hand to say something, type it out for us so everybody can see the the question there. You don't mind. See somebody put their hand down. All right, we got another minute. Fire away. All right, I assume they've thought of their questions by now. Now they just want to use it. All right. Well, shall we close out? My clock just hit one o'clock, so we're stealing time from everybody now. So yeah, I'd say we will shut it down. And again, you've got my contact information, you've the QR code on the screen. Any further conversation you want to have, send that to me. If I need something technical, we'll get Frank involved, we'll get the team involved for anything we need to answer beyond what a simple sales guy could answer. Awesome. Well, thank you all so much for joining us. Have a great rest of your Thursday, and we hope to hear from you guys soon.