HeavyJob Monthly Webinar January 2026

I think we hit 10AM. So we will here here in central time, so we'll go ahead and kick off. My name is Reed Renfrow from the product marketing manager for all of our HeavyJob products. Excited to meet and see some of you at UGM last week. We do have our monthly webinar, so we have a few different topics today. John is going to roll, go through some of the docs and plans renaming and kind of what the exciting things we have coming in the Docs and Plans realm. He's also going to talk about punch list in a little more detail that was just released prior to UGM for our winter release. And then we're gonna an update on universal search and in context AI. And then we're gonna spend a lot of time on the UGM recap. So we got a lot of great feedback, talked to a lot of you, talked to people that probably aren't on this webinar. So we want to share with you some of the things we learned, common themes we had, and then we'll have some questions for those of you on this webinar as well. And as always, we'll have time for Q and A. As a reminder, if you do have questions at any point throughout the webinar, please use the Q and A button, submit your question. We should have time to answer a lot of them live today, or we have people on that can answer them in the chat. So with that, I think first up is John to talk about Docs and Plans. Well, thank you very much, Reed. So first off, HeavyJob Docs and HCSS Plans is being renamed to HeavyJob Docs & Plans. This is bringing plans more into that operations heavy job heavy heavy job world. Right now, this is a this is really a renaming. So everything that you had in HCSS Plans prior to prior to the winter release, you still have that. None of that's being you know, nothing nothing from that is being taken away. Nothing from that will be will be taken away. But what this is what this is what this is leading to is really better management of project documents in HeavyJobs. So that that document management being able to being able to, you know, quickly and reliably distribute information to your to your users in the field via what is what is now docs and plans. The plan changes that are that are happening with this is improvements to the existing document management features like the project files in like the project files in plans as well as some additional features intended for those crews in the field. And really, the start of that is is is punch list. And over the rest of over the rest of this year, gonna see some additional some additional improvements, new functionality added to added to that added to that plan's license within within docs and plans. So moving on, talking a little bit more about punch list. The punch list the the new punch list feature is out and is out and live. We are we are actively adding adding additional functionality adding additional functionality to it, not something that we are we are releasing and saying it is good in driving on driving on with the the the next shiny thing with Punch List Manager. The Punch List Manager, it is available in HeavyJob. You need nothing additional to have access to this to this access to this feature. No additional license. Nothing like that. It is simply controlled via permissions within within within HeavyJob. In that punch list manner, you can create in that punch list manager, that that web feature in HeavyJob, you can create and manage items on the web. You can assign those items to a assign those items to a member of your team. Notifications for that are coming are coming soon. Text and email text and email notifications. And then also hybrid access is coming soon. Currently, it's it is for web only. You know what? That's wrong. So we're gonna go ahead and add this out to add this out to the add this out to hybrid companies companies as well. The punch list in the field. So if you want to have this functionality available for your crews in the field, they're gonna need docs and they're gonna need that docs and plans license. And with that docs and plans license, they're gonna be able to create, locate, and complete items from the field. They can add photos to it. You can see in the little screen capture here, it is location services enabled. So if you are actually at that location, you can see where you are in relation to in relation to where that item has been where that item has been identified. And that is that is punch lists in punch list in in HeavyJob Docs and Plans. Sounds good. And I think I'm gonna take over the screen real quick to get it ready to show off the new the universal search. But I'm also gonna try looks like a couple people were asking about where they're seeing docs and plans or where they're seeing punch list. So now would be a great opportunity to show that. Yeah. Oh, share. And we're gonna go here. Alright. Good to go. Alright. So what John was referencing up top is obviously the the fact that we've we have slightly changed our naming and our terminology. The products that you know and love still exist up there at the top, but docs and plans is the new name for our plans. It it references, as John was saying, that we're gonna be focusing a little bit more on document management going forward, and we got some cool stuff to show you later on this year. As for punch list, you'll be able to see that on the left side within within the manager functionality, within the primary HeavyJob functionality under project controls. And so you'll see punch list right here. So if you don't see it, it's likely because you are a hybrid company. Now as John as John mentioned, this will be it's currently first for our web only companies. However, we are gonna be opening it up to our hybrid customers very soon. We do our best to make these features available to all of our customers that we love. Sometimes through various reasons, we do have to restrict it to web only just because there's a there's complexity involved, but we we'll do our best to make this to make as many features as we can work for our hybrid customers as well. So punch list is one of those ones that'll be coming on board for everybody very soon. So alright. Yep. The I'm gonna answer the mister Glass's question right there, John. Yes. There will be there will be an actual, like, folder hierarchy within the within the folders in in doc in Docs and Plans. So that's that that is that has been a long time request. I have always wanted to do it. Finally finally, I'm getting around to actually to actually doing it. If if you were in my Docs and Plans town hall, you got to kinda see a pre kinda see a preview of this. And even in that, you could see the you could see where the the ability to have like a job, a a folder that represents a job, and then hierarchies of folders representing items within that job, whether they are different folders for different documents, whether they are folders for different different users, different personas, different items that are happening within the job, all of that is all of that is in there. Sounds good. There's a couple more questions coming in there in regards to this. So Joe's asking, will Docs and Plans folder be the same of what's loaded into the files within HCSS Plans on the desktop? Yeah. There's a couple of different ways I can I can take that question, Joe? I'm gonna I'm gonna work my way through them. Will docs and plans folder be the same of what's loaded in the files within the plan within plans desktop? If you're if you're asking whether or not the items that currently exist in plans will be in docs and plans, yes. We're gonna be bringing those bringing those items over. Eventually, we're also going to be including items from, like, photos and docs in HeavyJob, documents in documents in HeavyJob project HeavyJob project management. Basically, all of your all of your documents from HeavyJob will be accessible via docs and plans. As far as for the next question from Caitlin, is there a size limit within the docs? Within docs and plans, be able to upload for files up to one gigabyte, for videos on the mobile app up to five gigabytes. That was a that has been a specific request. We have seen it. Those high definition, you know, high definition site walk throughs can get can get awful large. I would ask when you start uploading multi gigabyte files, do it from a do it from a good signal on Wi Fi. We can't help if you're on, like, one bar of LTE. It is gonna take a long time to upload that. We can't change that. Sounds good. And another question that's come in from Megan here is how do we know if we're a hybrid company? That's that's kind of worth talking about. We throw that out a little bit too frequently. So could you mention this so that everybody understands? Obviously HeavyJob came out like a million years ago. It's it's going on almost thirty years at this point. But about seven years ago, we launched the web only version. Excuse me. Nine years ago, we launched the web only version of HeavyJob. And since then, many of our customers have gravitated toward that. However, for those customers that are still using the desktop system as a system of record and then being able to access stuff on the web, we call them hybrid because you're using it both in the desktop and in the web frame of mind. Now if you're looking here on the left, many of the things you see here are available in both systems, so it's a little bit difficult. All of your reports are available in both systems. Dashboard, project controls, daily digest, time cards are all available in both systems. Forecast is available in both systems. It's when you start getting into the billing side of things, some of the tools, punch list, obviously, at this moment, and then export to payroll are all gonna be on a web only system. It just means that you already have that functionality in your desktop system, and it is too complex trying to keep things in sync, and you just end up calling support all day long trying to figure out why your data is not traveling back and forth as as well as it should be. So that is the reason why we typically do not make a new web feature available on the desktop. I do want to show off this new thing up here that everybody should see. It doesn't matter which system you're on, which is our new universal search. From here, I can come in here and say let's say, I wanna go to the cost code summary report and go directly to an area of the system. Come back in here. Instead, I wanna go and look up my West Airport job. And so it is actually hold on. I think I might need by code. You will be able to look up jobs, employees, and equipment. It may not be that may not be active from my demo company right now. But the idea is that you are able not just to look for places in the system, but you're able to look for jobs, employees, equipment to be able to get directly onto those screens. I can also come in here and just say, how did my jobs do yesterday? And then it's gonna actually go and ask HCSS Copilot. And that's goes off and runs and looks at the actual costing data. And ideally speaking, we're gonna test this out live. We love live demos here. It's gonna be able to just hit that. So they've added in some nice new functionality here. And so while so ten jobs were worked yesterday, and it's able to break them all down quite nicely. Tell me exactly what filters were used for that. And Then if I want to go dig in, I can actually move this over to the side and it will place it over here in my HCSS Copilot on the side so I can continue working and still ask questions and continue doing my work much like that. This is not the only functionality that we added in recently. So I'm gonna let I'm gonna point over it, John Knudson, our other John on the call, to talk about a new AI feature. Hey, guys. John Knudson, one of the TPMs for HeavyJob here. I will, replace the current share here and share my screen with you guys. So as you should be able to see, I've got our lovely daily digest here. This is a tool that users, use have used for a while to, you know, get a at a glance, know, quick view of a job, some images, links to the daily report. But this can get pretty, you know, rich as far as data goes. You can just see in my example here, we've got some different diaries with, you know, inspection notes. We've got production information from different cost codes. We've got some lovely photos and docs, you know, more production information, safety data. There's all kinds of stuff that can come in just even for this one job in in the span of a week. So one of the things that we're working on is some quick commands for the AI. We understand that people are still getting used to AI and at our different levels of prompting skills. So we wanted to have some that were just at the touch of a button, and that's basically what we've done for the daily digest here. So if I go up into my the new search bar here, once I get started with AI, you'll see that we've got a place to summarize the key takeaways. And this is the format that we have now. We're also talking about ways to just build these buttons into the page so that it's just a single click summarization or whatever that magic command is doing for you. So we'll give it a shot here. You can see I've got about three days worth of data, but I have a quick summary. Of course, Copilot can make mistakes, so you always wanna double check for accuracy. But you can see there's some action items as well as a summary of what happened in the day. I can also, you know, keep that rolling if I wanna load even more data. You just keep going down and you can look at a whole week, a month's worth of data, and the summary expands from there as you go. So now that I've expanded it a little bit more, let's take a look. Now I'm looking at the whole week. And so you can have a quick glance at the production and some of the safety and inspections going on. And then if you notice something, you can dig in more on the details. So just trying to find ways to save you time as you're going through and looking at jobs that are most important to you in your workflow. Alright. With that, I'll hand it back over to Adam. Sounds good. Let me go back to the slide deck, which Thank you, Reed. For our UGM recap, all of us were here in town in Houston last week as were many of you, I hope. For those of you that weren't, we do encourage you. It is a great event for us. We do a lot of fun things and one of which is our town halls and think of them as just the webinar on steroids where we are showing off new things, we're asking questions, we have a room packed full of people as you can see and then when you have questions you raise your hand you can ask any question you want. We then throw it out to the crowd and so if you need something that we haven't heard of or like that might be a good idea And then we say does anybody else have this problem? And everybody's hands go up it's a great sign that hey we probably need to go and try and solve this. Nobody's hands go up then we kind of think that y'all have a little small problem, maybe have to work with you on the side, but it means we're not likely to be developing something. And it's definitely a big tool that we use to figure out where to spend our time in making the software better for you. We are not people out in the field every day. A couple of us did come from construction. I am not one of them, though. But we rely on y'all, whether it's just these webinars or at UGM, to be able to provide us that input. And the PMs are gonna start going through and showing you some of the things that they got from UGM and asking a few questions of those. But I do wanna emphasize just how important we find this event and encourage you if you haven't been before it is a great time. There's a couple of pictures. This is from a product test lab where we start literally showing you new ideas, new designs that have not been released yet and asking you for your opinions and getting new features and stuff like that. And then of course, here's a shot of our safety question. What should we do next in terms of adding this to the map? Gen, I got you in the picture down there at the bottom. Which one of these should we do next? And helping direct that. As much fun as it is for us to be up there and talking to you to be on this webinar and talking to you, it's also helpful because all of our bosses and executives are also in the room at the same time. And when we ask a question and everybody's hands go up, it becomes very important for them to see all those hands go up at the same time and understand directionally where we're taking the software. Definitely appreciate everyone that came out for this And I know some of y'all are on the call. We had a lot of fun at the parties as well. I think Britney even got a hat off of one of them that we're gonna see right. She's not even gonna put it on. Nope. Alright. She's got it behind her. Alright. Let's jump into HeavyJob. Alright. So Andrew, unfortunately, is on vacation today, so I'm gonna throw out a couple of the things that we learned. Map view was very big at UGM, and so if you're not using that yet, definitely encourage you to try that out. But everything we heard is we just need more stuff in there. So we love all the stuff that's in there. We need to put start throwing more of it in there. And hence, Gen's question about what additional safety functionality can be in there. But we do wanna we do wanna throw even more and more stuff in there. And so we're gonna continue working on that and expanding on that throughout the year. We heard that meter on and off can use some improvements. Heard that coming for those for telematics integration and just being able to type that in is we wanna be able to work on that and focus on that. It was a pain a pain point that y'all are some of y'all are experiencing. So we're gonna spend some time on that this year. Definitely spend some time talking T and M and improving the methods of collecting that information in the field, especially the signatures, and then putting that together from a billing perspective. So I think Andrew and John have some ideas on how to make some improvements there. Tools for the operators are a bit scattered, and we know that, and we're trying to put something together, make things a little bit easier there, hopefully package it all within our our MyField to be able to handle that so that they're not paying a a full subscription price for HeavyJob. Text message notifications in general, big deal for us, and we're gonna do our best. I know that resource planner has some coming online. John mentioned some coming online for punch list, but you're just gonna start getting a lot of text, the option for a lot of text depending on what you turn on. And then we do know from a utility standpoint that we need to be optimizing just for those that have service contracts for the MSAs, for companies with a lot of these small daily hourly jobs and being able to track the overall parent contract for those jobs. And so we're gonna be looking at that. And then, obviously, John Knudson and his team are gonna be focused on adding in more AI functionality in there. We have some great ideas on what to do there. And so y'all are gonna start seeing those each month as we come through this. So alrighty, I'm gonna hand it over to the safety side of things. Well, thank you, Adam, and you know, thank you for making sure I was in all the UGM photos. So we are going to talk on the safety side of things, I'm going to do just a really high level recap of some of the most talked about things that we talked about at UGM. And I know that we've talked a lot about MAPb today, but this really is something special. I hope all of you try it. I hope all of you go in and just take a look. So we have inspections in there currently. We decided to focus on inspections first because so many of you, you get so many inspections from the field and it is just really difficult to be able to take a look at all of them, much less go take the lot long and understand where they are in the field, especially in relation to some of your other data. So MapView solves that for inspections. It is a great place to go to see where your equipment is in relation to your inspections. And now that plan sheets are in there, if you're using HeavyJob docs and plans, go ahead, open that up and just start trying to understand. Are you seeing inspections in locations that you do not expect to see? Think about maybe you have a quality inspection or a trench inspection. Are those at the correct places on the plan sheet. So this is really powerful. I've already heard that it's helped a few people, so do try that out. And of course, if you have telematics, that gives you really rich data and you can see where your equipment has been over the day, especially in relation to your inspections. And something that is also really useful is we're not showing the follow ups right now, but we are showing failed items. The follow ups is coming a little bit later, although we are already saving those in the back end. But if you start seeing on map view a cluster of a lot of failed items or open follow ups a little later down the line, that is really telling you there's some risk you might want to look at that. And just a few other things you can use map view to look at is pencil whipping if you have maybe some inspections being done and if they're all being done in the parking lot that tells you something, or at a hotel. So that is something to consider, and of course the great thing is when you look at a map, can see where has been inspected, as well as where has areas not been inspected. And that is really easy to remedy. You just go into safety scheduling and you say, hey, I noticed no one's going to the north side of the drop site and hasn't inspected this in a while. And you can go ahead and schedule that out to people. So we got lots of feedback, and one thing that we heard is we definitely want to keep building in on inspections. I'd love if you have thoughts on that. Should we keep building more in MapView in inspections, or should we focus on another module? So if you've got thoughts and feelings on that, feel free to share it in the chat, and just let us know. And let's see, next slide. So something else big and coming on, we're working in custom incident forms. And it does include audit trails, and that might have already been given away, because one of the UGM photos showed audit. Oh, someone's clicking through really quickly. I'm going to go back five slides. So tiny bit of spoilers here, but going back to custom incident forms, we are allowing y'all to, go ahead, get into those, incident forms, which there's about eleven of them, and you can now change, edit, delete, and activate. Many of you have said like those incident forms cover ninety percent of your use cases. So it's very easy to, get started with it. You don't have to start from scratch. You can just go in, start making edits, and honestly, it is so quick. You can probably make your edits after you've talked to your team, just in an afternoon and get it out to the field instantly. And of course, part of this will include audit trails. That's why it's taking a little bit longer. It's so that we can make sure that we're delivering for y'all some of the things that you shared last year that are really important. So, this is something that we're working on. And just a shout out, incidents are on iPhone. That's out right now. This is something that we have to get done first before custom incident forms so that if you add thirty incident forms, it'll look like this here on the right instead of, you know, big different icons. So that'll make it really easy to scroll, so you don't have to be afraid if your team potentially is gonna have many different incident forms. So moving on from Hold on, hold on, Gen. One sec on the incident. I'm just too quick. One benefit of actually utilizing it on your phone compared to the iPad is that you can get better information. A lot of times the iPads are left in the trucks. They're not actually out there on the job site. Being able to pull out the phone, which is why we wanna emphasize that we're working on putting stuff on the phones and making them more easily available to people. I know that we had a question come in. I think Gaston was hoping to answer that from Nuno about inspections and incident locations. So now felt like a good time to to jump in there. Sure. I can do that. So so you're asking about how you see inspections and incidents that have the wrong location set. So, for incidents, I don't think those are showing on the map yet. That is coming. For inspections, we set we we set a couple of different types. Actually, Three different types of locations. The first one is an automatic location that we're grabbing kind of in the background. And some of your inspections, especially in the older ones, that's probably what you're seeing on the map. But as long as you are on HCSS Field iOS 2026.0 or newer, when filling out an inspection, there's actually a select location button. And so you can have your users go and just double check that. So if they were, say, prepping inspections off-site the day before or something like that, and then whenever they actually get to the place where they're conducting the inspection, they can go in and select and just verify that they have the right location selected for the inspection. And there are also options for selecting the correct location for follow ups and things like that. So you can kinda let the follow-up move around as needed. Did I miss anything there, Gen? No. No. I really think that the helpful thing is that the selected location so just to to clarify, created is what is automatically our system is making for you, like, we're creating it for you. So if you're seeing in map view, because I see Nuno, you're saying, oh, sometimes the selection location is optional and some are coming in empty. Yes. If they're not choosing to select a location and they can see in the inspection as well as in the follow-up what the map actually looks like and where they actually are and what it's set to. So if your selection location is coming in empty, that's because it is optional. We did it that way because we don't want people to have to spend so long every time they're filling out an inspection to fill out one more field for the inspection and then of course for however many follow ups. So that's why the created location, it's automatic. You do need to have location services turned on, but so many of you and your teams do have that turned on. So that's just a little bit of difference between those two. And, Catherine, you covered everything perfectly. The only thing to keep in mind is if anyone wants to test it out, just go into inspections, make sure you're on the latest system, and look at it and you can see an actual map. So you can play around yourself of, moving that around just to kinda see what it looks. Any other quick questions before I go into meetings? Okay. Perfect. So, big news. We've given a lot of love to inspections. We're giving a lot of love to incidents, and now we are giving love to meetings. And the reason why we wanted to do this is because we know it is so important for your teams to be up and running quickly. We're seeing plenty of hiring and turnover and acquisitions and other stuff. So making it super easy in the field to teach someone something and then have them be able to just instantly do everything else is so important. So meetings is soon gonna look like inspections, and we're looking at this to be delivered in q two. So you can expect that. So what we're seeing here is inspections on the phone, meetings on the tablet, but you can see it's all kind of the same. It's showing you if you have overdue scheduled meetings for the last two weeks, upcoming scheduled meetings, and anything in progress. So you teach someone one screen, they will know the other. And within meetings, there's so much here. We spent probably an hour of our safety focused town hall just on meetings. So half of our time was spent on meetings. So I'm gonna go really high level here. The whole goal is to make everything easy to see at a glance. So now you can see any subjects that are added, any attachments. You can see people. If you have photos that are in setups, we are gonna make it so that those flow through so you can easily see, especially if people have similar names, who is actually attending. We also are making it even easier to select subjects and topics, you can see exactly what is attached without having to add it to the meeting. And we're giving a totally new screen for holding a meeting that actually captures the time for you so you don't have to set duration. This should make it super simple when you have everyone around and you say, okay, we're starting the meeting. And if you need to pass it around, this goes full screen. It's great. And then the biggest new thing is, we are paving the way for the future and right now of making it very easy for people, to understand have they added everything that they need to? Have they added, you know, duration? Do they have, the right job? So it's a little bit of a, review and sent. And in the future, we are trying to get feedback on should we allow y'all to add in preferences of you can't send a meeting unless you have added a photo or a note or something else. So those are things we're hoping to hear from y'all. Feel free to share in the chat, or reach out to us. And then the last thing I'm gonna say is we have a few JHA things on the way, but the one I'm going to talk about today is the one that is near term because we are allowing y'all to rename JHAs. Some of y'all have been calling it different things than JHAs like tailboard or pretask hazard or anything like that and it could be a point of confusion when you get someone new on the job site, they pull up their phone and they say I don't see Tailboard on here. So we're trying to just simplify that. And we are releasing for beta testers in the next iOS release, but we are looking for a few more beta testers. So if you would like to try this out for yourself, feel free to reach out to gaston.kurtz@hcss.com. And this is company wide change, so you don't have to go into every business unit and make that change. I think that Well, we have a couple of we have a couple of safety questions, Gen. So Christian's asking, are meetings gonna be available on the phone? Yes. They they are available, and they will be after this. The the new update will definitely be on the phone. Nice. Very cool. I see Caitlin mentioned, are you looking at a quicker way to add attendees to a meeting and JJ, possibly from a time card or previous meeting? And, Caitlyn, just for time sake, I didn't show that screen, that is definitely part, of current meetings and we're adding in even more flexibility, in the upcoming win. I guess I'm gonna need your help to make sure I remember all of them because I think there's three or four. So you can pull in from daily dispatch, which is great if you're using resource planner or dispatch. You can also pull in from time card. You can pull in from previous meeting. I feel like there's one more or maybe I'm imagining that. Gaston, is there one more? So we were letting you pull from a pick list of time cards, which is a newer thing. Maybe that's what you're thinking of because it had just been pulling, I think, from whatever time card was on that date, but we're opening it up to be a little a little wider in case you need to pull from a different time card for your attendees. Perfect. That is exactly it. Yeah. There's like an extra screen now. You can go through see details. So hopefully that makes it a little faster for people because you can see it before hitting add and then going, oh, this isn't the right thing. I've gotta delete everything and now add it. I won't spend too long go ahead. I wanna add one more thing about that. Yeah. Because the Caitlin, you mentioned pulling into meetings and JJs, and I'm gonna mention really quickly how we currently built that to work, and we're currently getting feedback on how you might like that to work. So the way it's designed right now is you do a JHA, signatures on the JHA are intended to be with we were thinking by the person who filled it out, maybe by their supervisor, and for crew members who are discussing the JHA, that you would you send the JHA to a meeting as an attachment. You discuss it with the crew as part of that meeting, and then all of the crew members sign for the meeting. So that's kinda how it's designed to work right now, but you mentioning wanting to be able to pull crew members into the JHA makes me wonder if you're wishing that could work a little differently. Feel free to shoot me an email if you wanna talk about that more and and discuss in-depth. I'm actively trying to get feedback from you guys on on how you wish that would work. Oh, my email should be in the chat there. Couple more quick questions from a safety perspective, and then we'll go into resource planning. So are you planning to improve the search functionality for meeting topics in iOS as part of the revamp? So, let's see if I have a screenshot that shows it. Okay, this is a little hard to see here, but back behind on the lower screen, I don't know if you guys could see my mouse or not. Okay, you can't, but behind where it says toolbox safety talk, if you look at the grey out there is search meeting, so that what it's doing is searching all subjects and topics, so it is a little more advanced, you're not having to just scroll through things and it's searching everything but type essentially once you get to this screen. So hopefully that makes it a little bit easier to find certain things if you're trying to find something on heat protection, if you're trying to find something that is more suited for your day, this should make it a little bit easier. Sounds good. And then the last question that we'll cover with safety at the moment. Please continue sending in your questions. But do you have to have a certain license or subscription for beta testing for JHAs? I'll, like, ask them to handle that. You just need to have access to SafetyPro. So if you have access to SafetyPro, then you are good to go. So that means, basically, you have the JHA module. That's all that's required. And then you just need to reach out to me and I can get you enabled. You'll see the new option pop up in your screen before everybody else can get to try it out and see how you Sounds good. Alright. Hey, going to talk a little bit about Resource Planner with you guys. But before I started, I'd like to introduce a new member that is joining us for the webinar today. Beatrice has been working with me on Resource Planner. And so I'd like to give her a second to say hi to you guys. Hi, everyone. So I'm Beatrice. I'm TPM for resource planner. I belong to the French team. So I work with the product contact team on both sides of the ocean. And it's nice to be here. Yeah, so we can say we have almost twenty four hour support on the dev side for resource planner, since we got, we span the Atlantic right now. So Beatrice has been awesome to work with. She was at UGM last week, so some of you guys got an opportunity to meet her, but she'll be joining us on the webinars and we'll be helping out if folks have questions and future requests. So what I'd like to start out before sending some polls your way, I will one, I do want to shout out that hat. I'll be honest, trucker hats. I have a child size head, trucker hats don't fit me very good. So I didn't really want to wear it. But Joel, this one's for you and Sarah. Thank you guys. We really appreciate your guys' partnership with us. Anyways, so what I wanted to start with is give you guys a heads up if if Resource Planner is new to you. For some folks, you might be very familiar with Resource Planner, but if you're like, I'm I'm hearing about it. I don't really know what it does. I would love to get, give you guys, I guess, an intro to it so that way you can help me with these polls that I'm going to have here soon. So, Resource Planner is a scheduling solution that we recently launched. It allows, project management, superintendents and the fields to be more involved in the scheduling process. You can see quick snapshot there on the left, it's web based, it's got a Gantt chart view, but it also has a nice view for daily tact, like a physical moving of the board. And so that's just a little high level of what Resource Planner is. If you're more interested, if you don't know much about it and you want to learn more, let me know. But because I'd be happy to connect you with somebody to talk about it. But what I'd like to mention is we learned a lot at UGM about how you guys feel on Resource Planner and what you would like to see on it. You can see what we heard was a lot of folks said, we really want to submit needs requests from the field. My foreman on the iPad being able to say, hey, I need a certain type of equipment or a person on my team to help supplement my work. We heard that request quite frequently during a big operations town hall. We also heard some folks ask for some scheduling of safety meetings or inspections. So some integrations there. Equipment move functionality, when you have a giant piece of equipment on tracks that can't go from job a to job b, the ability to get your dispatch drivers assigned there, that was very commonly requested. And then MyField integration to communicate to your MyField users, where they need to go and when. So my very first poll I would like to send out to you guys is to see which of these would you think would be most important to see in Resource Planner. So let me go find that poll and launch it. And I gave you guys an option for option number five where it's like my thing isn't on this list. Can you guys see the poll alright? Yeah. I can see you guys filling out. My thing's not on this list. So maybe I'll let Britney know, you can either let me know in the Q and A or send me an email. So alright. Can everybody see this right now? How it's how it's trending? Nice. Nice. They will be until they I think until we end the poll and then we show results with them. Okay. So it's evening out. I'm seeing a battle between needs requests from the field and equipment move functionality. So keep voting if you have strong feelings, even if you don't use Resource Planner, you might one day be interested in using it and you guys can help influence how we build it. All right. All right, now they can see it. Now we can see. Cool. All right. So slight win on these requests from the field. It does look like a handful of people said there's something else. I will remember six of you said you're going to email me. So we'll see if that happens. I'd love to hear from you guys if you have feedback. But okay, cool. I really appreciate it. Now I have another poll for you guys. Something that I've been hearing from a few folks about permissioning for Resource Planner. I'd love to know from you guys, when you schedule your resources, do you have dedicated people that schedule just equipment, dedicated people that schedule just people? Would you like to see the ability to separate who can schedule what? So I'm going go launch that one. So how many of you would like to see separate permissions for scheduling equipment versus people? I know that there's a mix. So sometimes you might want to schedule a crew where it's both. But we want to know if there's a situation where maybe I'm just a fleet manager and I probably shouldn't be telling people where they go. I want to know how many of you guys run into that situation. All right. Appreciate your guys participation on the poll. I think we have a pretty clear indicator here on which one is the winner. If I click end poll, does that show it to everybody? Sorry, I'm a Hit it and then hit the next button. Nice, nice, nice. Okay. So About two thirds of you guys say you need it. So this was really helpful for me. I heard a customer ask me about this yesterday. If you're on this call, I hope you realize that we listen and sometimes we take what you you ask and throw it to the to the crowd. So okay, this is great for me to know because maybe there's something we can do around that. Cool. Alright. And then so real quick highlight of what we recently released. If you guys watched our quarterly launch webinar, you'll have heard us talk about it in the fact that it was coming soon. But now it's out in in the wild. So HCSS field integrations, what that means is you can see your crew that's scheduled in work plan. You can also pull in your crew if you're a scheduled foreman. Those are both already out there. Like Gaston and Gen mentioned, that also works for safety meetings. Is it just safety meetings or there's another safety feature that uses that daily dispatch? I think it's just safety meeting. It's just meetings. Cool. Cool. So, yeah. So if you have someone scheduled in Resource Planner and you use safety, you can actually pull everyone that's scheduled in to your safety meeting so that you don't have to build out that list. We also just released text message notifications. So that's text and email in the system and then forecasting reports. I see we have ten minutes. I actually want to steal the screen real quick so you guys can see forecasting reports because this is one that I haven't talked about too much. And I want to show you guys what that looks like and why it's pretty cool. Let's see. You guys see my screen all right? Yes. Awesome. What I have right now is there's two new reports that we have available in Resource Planner, the staffing forecast and this equipment forecast. And where this is really cool is it takes the data from my schedule and then it displays information that might help me decide whether or not I should rent equipment, maybe I need to sell off equipment. It's pretty high level. So right now, I'm at that equipment view. What I've done is I have been really interested on the equipment side about how my cranes are doing and whether or not I need to rent. We've been having a struggle renting cranes. So what I've done is I filtered to my crane, just look at all of my cranes and their schedules. And then this is the graph I usually look at here. It shows me over the duration of a month, but I can stretch this out if I'm you know, maybe maybe January, February is not when I'm really worried about rentals, maybe it's June that I'm looking at that so you can stretch it out. But what it does is it forecasts where I will be with my equipment. So yellow indicates my unassigned needs. Red is stuff that's sitting in available. So you'll already see right here today, have seven unassigned needs and five available pieces of equipment. I've got a problem, I need to rent two cranes or I got to shift my jobs a little bit. Blue is indicating if something is unavailable. And then green is my scheduled stuff. So in a perfect world, I would see all green, everything was scheduled. I have no needs, no gaps, I'm using all my own equipment and I'm happy. In reality, sometimes I got to rent, sometimes I might be under utilizing my equipment. And so what this does is it gives me a really quick glance to identify that. So when I see more yellow than red, then I know I need to rent vice versa, then I'm being underutilized. So just wanted to show you guys a sneak peek at this feature. And then I gotta figure out how to stop sharing. Nope. We got a couple of questions. So hold on a sec before we before we go anywhere. Alright. Several people, I think Danielle and Desiree are wondering multiple jobs to the same crew on the same day. Can you do that? Yes. You can do that. No problem. Now we do have a a conflict screen, so that way if that is a bad thing, you can go view it and fix it. And you'll be able to see that no matter where you cause the the double booking. You can also schedule by specific hourly times if you let's say your crew does actually need to go to two jobs in that day. You can say half day in the morning, half day in the afternoon, which job they go to. That's good. Another question, I'd love to see a scheduling system where superintendents can drag and drop employees as well as equipment for the project scheduled that day, but also remove employees if they are off or put them on another project. This could be that system. I've got this daily schedule view. Usually our supers gravitate towards this view because it's it's familiar. If you know that magnet board or my, like, grease board, this this is what that feels like. In this case, I can go and move people. Kyle's seal job has way too many people on it, and I can go and hit this delete button and say, you know what? Eric does not need to help me out that day, and I've just removed Eric. Do I need to find who's not being who's not being scheduled today? Oh, Adam, what are you doing? Why are you sitting at home? We're going to schedule you. And that's what that looks like. Sorry, Adam. I think a good One of the questions came in is, is resource planner set out to replace dispatcher? I think it's important that resource planner is going to do some of the things that dispatcher does, but it also does a lot more things. And one of the core issues with dispatcher that we that we learned over many years is that it was built for a single person at your company. Also a single person at your company that may or may not what happens if they leave or what happens if they get promoted and now they go on vacation, we heard at UGM last week and they no longer have access or you no longer have access to start scheduling these things because it's the one person that had access. Resource planner is not built for that. It is built for everybody to be able to get in there into the system with the permissions that you give them, whether it's just a view or to move things around. So it's not meant for just that one dispatcher persona. It's meant for everybody to have access as needed to be able to see it, to be able to change it. So, yes, that is a that is a core critical difference with the older old dispatcher side of things. And I do wanna call out for Marcella's question. It resource planner is an add on to HeavyJob. So it is a it is a new module much like safety and plans that does require an add on to HeavyJob. So it's not included with the core of HeavyJob there. So Brittany Clark's asking, is it available to hybrid users? It is not at this time. If you are a hybrid user and for the folks I know we talked a little bit about how you can tell if you're a hybrid user. It is not if you know your company is interested in converting to the web, HeavyJob web, it is a good time to let your CS person know, hey. We're also kind of interested in resource planner because there might be some opportunity for me to show you Resource Planner and HeavyJob web and how they talk to each other. But unfortunately, no. You must be on HeavyJob web. Sounds good. Donato is asking, what's the cost of resource planner? Can it be added to the unlimited subscription? Up to your salespeople. The answer is if you have HeavyJob Web, you most likely can pay us money to get Resource Planner, but it depends on your current situation. So for UEP customers, talk to your salesperson. How about for all customers? Talk to your salesperson. As much as as much as we like talking products, sales guys who are on the call right now listening in to make sure we give the right answer to this would prefer that they are the ones talking to you about about how much things cost. So we will let them handle that, Donato. Sorry. All right. Let's go ahead. There are a number of other questions coming through. Let's go ahead and let Matt finish off on the last slide, then we'll come back and answer some of these questions. All right. I was counting. Sorry. Adam. While Reed pulls up my last slide with our fancy map, we're excited for everybody to come down to a UGM that could come down to a beautiful Houston. Last year, you heard me talk about taking the show on the road, and I'd say kind of similarly, this is a UGM ish that comes to you. So last year we could count the places we went on one hand, this year we're going to do it on both hands. So hopefully we're at a state near you sometime this year. We're going to Baltimore and Boston here in March, a little less than sixty days away at the end of March. So we'd love for anybody in New England to come hang out with me and Dan and some of our other teammates to be able to walk through. We're gonna be doing a HeavyJob and E360 in Baltimore, and then HeavyJob and heavy bid with Andrew Falcon in Boston up first. It's a two day event where we talk through the basics and then talk through the advanced goodies. So that way you're getting to chat with people just like coming to UGM. We've got class time so you can learn. We've got networking time so you can meet new friends and learn how somebody else presses their buttons every day. And we're doing all of these at Topgolf, which is super handy, so we get to have a good classroom and tasty food. And then at the end of the first day, we're going walk out the back door and hit some balls from the second floor, so that way you can feel overconfident in just how far you can hit a golf ball, whether you're good at it or bad at it. I hope you can join us. There's a big old QR code. Looking forward to having as many of you as we can join us this year. Jason over at Riggs Distler was saying that they participated last year and it added a lot of value, Very insightful. So Matt says Matt says heart to that. No. Definitely got this is something really great that the consulting team added on last year, and it's definitely blossomed into something that's really helpful for our customers. So really cool. Marcella would like you to come to Florida, by way, Matt. So add that to the list of future places to go. Okay. We were in Florida last year, so we're trying to say hi to everybody. We're in Atlanta, which is close ish. Close-ish. Florida's a big state. You can go there multiple times. All right, we have three minutes left and a variety of questions that have come in. Let me handle one on AI from the beginning of of the conversation, and then we'll get into, I think, some more resource planner schedule questions. But Alan was asking, can AI and chats be separated in permissions? We want to use AI but not chats. Definitely have heard that a fair amount over the last year. So at the top the new bar there the new universal search in AI allows you to now access AI without turning on HCSS chats for the entire company. We are gonna work at some point later this year on actually creating a permission so you can get it in the sidebar as well as the top bar from an AI perspective. But for now, you do you can now access AI without having to access HCSS chats. I do recommend, however, giving HCSS chats a try. If you have any issues ever communicating with the field, it is kinda nice being able to just quickly pull something up and be able to hit it. So alright. Resource planner. Britney, you're gonna be able to answer, like, two questions, and then the rest, you're gonna have to to get back to these to these lovely people individually. So which ones do you want them to be? I was hoping you were gonna curate them for me. Okay. Look. Wait. I just wanna comment text feature. It would be nice to notify drivers of their schedules. Technically, you can use that, but we might be doing one better later this year for that. So just wanted to address that one. Does Resource Planner work well with shift work at fixed location like aggregate pits? I'm going to be honest, I think I need to spend some time talking with you, Didi, to understand your situation so I can better answer that question. So I'm guessing someone always goes back to the aggregate pit and then you're trying to schedule repeated work. If that's the case, you can schedule it here. But I know we do have current customers using this functionality, and I would love to hear feedback. I can show you what it does and see if that works for you. Let's scroll real quick. If you want a demo on Resource Planner, contact either your customer success representative, salesperson. If you email me, I will help you out. But I'm one person, and we have way more salespeople and customer success people. So I'd recommend reaching out to them, and they'll hook you up. And then what systems do superintendents usually use cohesively for scheduling? Megan, if that's your question. Unfortunately, for non HCSS customers, I would say that usually it's cell phones, like text and call. That's what they use. Here's my Excel spreadsheet that I'm going to send you and then you can text and call it any updates out. What we are working on doing is allowing your supers to see depending on their involvement in the schedule, they can adjust and bolstering that field, HCSS field environment so that they can communicate their needs there. All right, I think I'm going to pause. If people have other questions about Resource Planner that I didn't address, feel free to send me an email and I'll look over what we've got from Zoom and see if I can reach out to you guys. And we will also be back a month from now, last Thursday of every month at ten o'clock central time. We'll be here to show you more about new stuff that's been released and answer your questions. Love to see all these questions, so we love answering them. By all means, hope you all have a good month, and we'll see you again at the end of February. Thank you.