HeavyJob and HCSS Plans January 2024 Monthly Webinar

Okay. Sorry about that, guys. This is a new experience for us. I'm gonna go get every all the other people. One second. Hit webinar button at bottom. Alright. We've been talking for the last five minutes because we assumed you could hear us. We're obviously on a new platform. This is Zoom instead of GoToWebinar this year. And so we do apologize for the, for the technical difficulties. The rest of our, friends will be joining us in just a moment. I'm gonna go ahead and get something shared right now so that there slide deck. Alrighty. So welcome to the January monthly webinar for HeavyJob and plans. Do apologize for the technical difficulties, but we have a lot of good stuff to show you. It's been three months. And, so I I hope, John, that our friends will be joining us momentarily. We shall see, I guess. One second. Yes. There's a a backstage option for this. Everybody's enjoying their VIP access at the moment, but we'll join us shortly. There we go. Hello, Andrew. Hello. There's Britney and Matt and John. And still waiting on Frank. I'm gonna go ahead and I'm gonna go ahead and introduce everybody real quick, and then we'll hand it over to Andrew to get started on some planned stuff. Once again, we do apologize. We just technically we've we've never done a Zoom webinar before, and we promise this will get better month after month. We do promise that. Alright. So with us today, Jonathan Knudson, hailing from the great state of Oklahoma, but living in Austin right now, I think. Yep. HeavyJob web technical product manager. Also with us, Andrew Fowler, also in Austin, HCSS Plans product manager. Brittney Klosterman from somewhere much further up north in the scary winter lands of, like, Saint Louis, I think. HeavyJob web technical product manager. Matt Fiddler from Michigan is our expert extraordinaire, member of the HSS Consulting team, knows more than anybody else here on this call. I promise you that. John Bradshaw, who I believe moved around a ton growing up. Am I getting that correct? But no? Alright. He went to the same elementary school as my kids do. So I know he's been at least in the area for for a little bit of time. Not guessing at any ages right now. But and he's on the Plan's technical product management side. I am going to hand it off and let Andrew steal the screen while I go do some technical technical support for Frank to get his up and running. And, please, this is participatory. It's meant to be very informal as you can tell. So please use the Q&A function at the bottom of the screen or at the top of the screen, I'm not sure where that comes in, to ask us questions, and we'll answer them as we go. And I will be back, but, Andrew, I'm gonna hand over the video over to you. Excellent. For anybody curious about what happened, we were still in something called the backstage mode. So, that was actually a dress rehearsal for me, so I get to do it all over again. Alright. It was going great. You couldn't hear us, but it was excellent. Hey. Frank's here. Awesome. Alright. And that is Frank Baumgartner, our HeavyJob product manager. And over to you, Andrew. Let's go let's do this thing. Alright. Perfect. So Andrew Fowler, product manager, HCSS plans, like Adam already said. So overall, the way that we'll break this up today, I'll be showing the web portion of plans, and John Bradshaw will be showing the iOS portion. So we do have a ton of stuffs being saved for UGM, working to to wrap up the the final work on that. So today for, web, we do have one that's very exciting, but very easy to explain and very easy to conceptualize. It's undo and redo. So as everybody knows, we've had undo and redo inside of our iOS app for quite some time. And there, it really made sense because for the foreman that we're putting in the annotations, doing something like an undo was really helpful because if they moved into the wrong spot, they could very quickly get back to where they were. Those mistakes can happen just because of the the sensitivity of the iPad screen. Inside of web, that really wasn't a big need for us because of a few reasons, mainly because you're more accurate with your mouse as you're moving around the screen and as you're clicking. So just a demo. What I'll do is just to run through an example with my pipe RCP calculator, and that's just going to show you just where how the actual, undo redo button is populated onto the screen. So right now, as we can see, I haven't done any changes onto this itself. And so just if I were to do any sort of action, the undo redo then becomes immediately obvious. And so, I can undo it, then I can also redo it back to where it needs to be, whatever the case is. Very simple. Right? And so just to run through an example, what I'll do is this pipe RCP calculator. I've already drawn this annotation ahead of time. So this follows the bottom of the RCP, and it follows the top of the existing ground. And so on this particular sheet, it is scaled for both horizontal and vertical scaling. So that way we have, the information is gonna be correct in terms of the area. Now with our pipe RCP calculator, one of the requirements is that the, the the total depth is is done as well. So if I have six inches of bedding underneath this pipe, I need to account for that six inches of bedding. So I'll do that now with my offset tool, and I'll go in there, choose offset, and then select those nodes that I want to offset. Now I was working in feet just before this one. So without realizing it, I wanna do six inches. I'm gonna do six feet. As you can see, it jumps way down. So definitely a great new use for whenever I would want to actually do that undo option and, make that happen. So, so I could actually jump back to one before. So that way we can get back to, the overall view of what we need and get that offset correct back into the overall six inches. And then, of course, the rest of the, work of that, just running it into inches, choosing done to expand it. The rest of that work then is just filling in that information into my pipe RCB calculator. So if you never seen it before, feel free to get with me afterwards. I'm not going to cover the overall information within this calculator, but just know it does exist, and using that offset and undo not really makes a good story for you. You'd be able to use all those tools altogether. Alright. And that is going to be it for me in Web. Like I said, stay stay tuned in for post UGM, during UGM for some of the big new things we have coming out for Webb. But for now, I will go ahead and pass it over to John Bradshaw. Thank you very much, Andrew. I'm gonna go ahead and, take the screen away from you. Maybe. There we go. Okay. You all seeing the you all seeing the screen? Terrific. It's the one which has Bankhead sandbox and its HCSS Plans on iOS. Right? Okay. Just making sure. Just making sure. Okay. So here we are. I'm gonna go ahead and show, three of the things we worked on, here in, here in iOS. First one up is, this is one we've received a number of requests for, the ability to actually, add files and folders, to your plans project within, within iOS. So this is available for your, for for your project admins. But up here in the top right hand corner, you'll see there's now a plus button. Tap on that plus button, and it brings up the ability to either add a file or to add a folder. So we can go ahead and tap on add folder. Modal pops up. Go ahead and create a folder for webinar, and my new, my new folder appears. In addition, I can go ahead and, add in items from my device to there. Is this, select the folder I wanna put it into. I can save it, and it is added to, and it is added to, and it is added to and it is added to your project. So now anyone who is able to see those files is actually able to go in and, see them. You can also, edit these within there. So if you tap the edit button, brings up the ability to tap and hold the little, the little the little, hamburger menu over there. You can move that around. I wanna move this up into just project files. I can put it there, have the ability to go ahead and, delete an item. You can, through the menu here, can tap on the trash can, or I can hold on it and it brings up this pop in menu where I can do those exact same those exact same features. So we've added a, we've added a number of ways to just kinda help you manage the the the project and the project structure, on that I o on that iOS device. Another feature we've worked on is previously if you were using our map view. So our project map view is where it takes your sheets, overlays them onto a satellite or a map representation of, of that location. We now allow we now allow you to set filters that are specific to the map view itself. So current so previously, if you apply the filter to map view, it was going to apply those filters to the sheets. So if you just wanted to if you wanted to have a specific view within map view that you wanted, As you moved around, it would refilter your sheet, so you'd have to go back to your sheets. You'd have to clear out that filter, go look at what you want to, then you go back over project map view, and you have to apply that as well. So now whatever whatever filter you set so right now, all of my folders are available in here. Let's say I just wanna look at my I just wanna have my plan and profile, available on on here. So now that is what is gonna stay on there. I just like rotating this. That view is gonna be there. If I go back to my sheets, all of my sheets are still available. And if I go back to map, the rotation doesn't save, but it just it does save the, it does save that it's only showing those, showing those sheets from, that per that specific folder. Very nice. And then our final one is and go here to go here to the sheet where I'm actually at. I believe it's p p zero two. Okay. So, the final thing we've worked on is, we've we've made a slight change to the location to the current location menu. So through any of the ways that you can access your current location menu, you can access it through your tool your location toolbar here. Tap on the icon. It brings it up. You can also access it by tapping on the blue dot itself. You can see down here in the bottom left hand corner of that, previously, it listed out all of the way all of this location information in one line, whether you were using that or whether you were using that or not. So it'd be station, latitude, longitude, and northern and easting. And it it it there was just a lot of information there and not necessarily information that anyone actually needed except for that one type of coordinate system that you're using. So if you're using stationing, odds are all your coordinates are we're we're we're assuming odds are your coordinates or the the coordinates you're communicating are gonna be in stationing. If you're using northing and easting, those are the ones you're gonna use. So what we've done is you can now just set it to, whichever type of coordinate system one you wanna use. So in this case, you can have stations. You click over to latitude and longitude. It goes on ahead and displays that. And, again, northern and easting shows the northern and easting, for for you there. And in addition, you can go ahead and long press on that, and it brings up the option to either copy it to your clipboard so you can include it in notes within HCSS Plans or to, or to share it via whatever options you have available on your on your device. So we're we're we're hoping to to give your to give your users out in the field, you yourself when you're out in the field, a little bit a little bit smoother display, kinda show the information that you want to see and have the ways to, and have the ways to share it, how you want it to. And pending any questions, comments, concerns, or complaints on that, I am going to, I am gonna kick it back to, I'm gonna kick it back to Frank. Alright. I'm gonna steal the screen back and, share. And, Britney, I believe you are gonna be up to talk a little bit about export to accounting. Yeah. Well, Frank starts grabbing oh, wow. That was fast. Cool. I was ready to start talking. So, Experts Your County, you guys have heard about it if you've been on the webinars. If you haven't, it's a new feature that we built into the web, and it's been live since October. So right now, we're at the stage where we're kind of ready to hear your guys' feedback. We wanna hear the people that are using it, what you like about it, what you wish were different. We're kinda collecting that feedback as we go. However, since our last webinar, we made a couple pretty, significant changes to the tool. Hopefully, positive changes that are based on some of your feedback. So that first one is, user defined fields. So the use case for this is most often if you've got like a batch code or something that you need to type in at the time of your export, you can now create a field where you custom name it, so batch code for example. And then when you run your export in the request screen, you can type in whatever that batch code should be for that export that day. So, thank you for the folks that provided us feedback. We found that it was really useful for a lot of our customers. The other piece that we did was we now allow you to select all your jobs for export. This is huge for those of you that need to export out inactive jobs, to make sure those people, get paid even if a job has switched to inactive. Gina, I see your question. And so, Timberline Sage, it kinda depends. I'll reach out to you outside of this. But, right now, if if your Timberline Sage is set up to accept an actual file, then, yes, you should be good. If it's an API, then we should talk a little bit more. And then so that's those are the couple things we've got going on right now. Thank you, Sarah. I see I see your request that you got, for custom reports, so we hear you there. And so one thing I wanted to mention here before we move on is we do have some academy materials that you guys can use to kind of familiarize yourself. So I've I've worked with a lot of you, one on one on using this tool, but now we have some pretty great materials that we're going to be pushing out to HeavyJob Web that you can see here shortly that's going to link you to the actual academy, training videos. So it's already there. So if you are familiar with academy, go ahead and go there and check out the export to accounting videos. Our team did a really great job there. So let's see. Are there other questions on export to accounting? No. I think you're good there. I do wanna throw out something because Sarah did mention we have a hand up. Oh. Go to participants, attendees, Adam Sherry Sherry, has his hand up. I don't know. We're not gonna be able to actually let anybody talk. But if you have a question, definitely put it in the q and a portion down at the bottom. So, Adam, if you have a question, go for it in there. I was going to say what was I gonna say? Oh, custom reporting. We had not planned on talking about it during this month's webinar. However, I think it would be a good topic for us to talk about probably it in February's webinar, at the end of the month there because we do have something exciting coming out, HCSS insights, which which will be a free option for some really cool custom reporting, add on to your HCSS Platform. But, I don't think we have anything prepared to actually show you how that works in the next twenty minutes. So let's go with February when it will be more widely available to to companies that want to try it out. So all yours, Brittney. Thanks. And, Frank, if you don't mind hopping to the next slide. Awesome. So as our team has moved on from export to accounting, we're collecting feedback. We're working on the next new thing and that's change orders. So, we've heard a lot of your feedback, especially those of you that are in desktop. You want change tracking in the web. So we're looking into doing that really effectively. That right now, what that means is we want to help you guys identify things that are out of scope, associate any of those relevant documents or HeavyJob PM, items to that change, and then communicate those changes to the form. And I've heard that, from a lot of you guys. Your form and need to know what's changing with that, what they need to do today. And so, and then the next step we're gonna look into is how do you update a budget from your change order. So we're actively working on this right now. We're at the very beginnings and, I I've got my, I think it's Rosie the Riveter, poster. So I'm calling out to you guys just like export to accounting. I felt like that was very helpful hearing from you guys to get your perspective to help build the right thing. So same thing, if you have opinions or if you're interested in being included in beta testing, this is web only and then also I think we'll have some functionality in hybrid. So, you know, that first part of scope changes that'll be, web and hybrid. Updating your budget, obviously, that's not gonna be available for hybrid. So, feel free to reach out to me with my email right there, brittney.klosterman@hcss.com or drop, some interest in the chat. But before we move on from change orders, a question I got for y'all is, we we have this thought that okay. So, like, you're identifying changes in the scope, and you're you're communicating that whether it's your foreman or your project manager's communicating that to the team via RFI. And so we we kinda have this thought. Okay. So that's a part of the cycle. It's you got your issues from the field. You got your RFIs in in the office, and then sometimes those will create a change order. So we're curious to hear from you guys. Is that thought process correct? Do you think if we had, a really connected change order setup, would you use more issues, more RFIs, and heavy jobs? So I'm gonna try to launch this poll real quick. Hopefully, it goes well. Alright. Does any everybody see my poll? Nice. Popped up on my screen. Am I allowed to vote? Well, okay. I think so. I'll take your vote, Adam. Alright. Oh, that's a landslide. So we're at, like, fifty percent. There are people that are multitasking. I'm calling to you. Can you break from your email and answer my poll, please? It's still going up pretty fast, and it's still a landslide. Yeah. I think we got our answer there. Alrighty. Awesome. Well, then let's do that. Making it easy. We have that hypothesis, but I I'd love to hear from you guys to kinda confirm that. So I think can I go ahead and end it, you guys, I think? I think you're good. I am. Alright. Thank you, everybody. That's it from me. So, you guys got my contact information, or if you're interested, just drop something in the the chat, and I'll I'll reach out to you. Yeah. And jumping in here, the same thing for plans goes as well. So one thing that that has come early in the discussions is how to connect a plan sheet into the change order. One thing that we did, earlier last year was to allow creation of RFIs from the plan sheet to close-up that loop, RFI up to the owner revision coming back down into plans, with the revision stacking. So we we think that, the plan sheets, has a play in the change orders as well. We just really wanna hear from y'all, what that would be. I'd say those issues and RFIs are all available to, to everybody on the, the PM portion of heavy jab dot com. So whether you're a desktop user or a web user, it's just going to the, the PM portion, and being able to, to click around in there. So worth taking a look. If you didn't want to look in there, you all have your tags and your note indexes as well, which is another good way to be able to set up a tag for a potential change order. Say you've got an issue or a delay or a weather delay or something like that. Super easy way to be able to bookmark your diaries and time cards and be able to find any days where you had that issue instead of having to read through every single time sheet or every single, diary entry. Being able to say, just show me every day where we had a, potential change order or weather delay, save you a lot of time. Alright. So I think we're heading over to mobile. Here we go. There we go. Let's talk a little bit about what's going on in HCSS Field. So you're gonna see a theme here. We are paying attention to bringing some of our products together, and you're gonna see some steps here. Some of them are baby steps, but this is a theme that you'll see throughout the year and going forward. First of all, you've got my field where your crew, your field folks can input their own time. In this case, they can put the start and stop times for their schedule that they work that day. You can pull that in the field. You already knew this, hopefully, if you're using my field. Now this is just a little hint. You can see that that schedule start and end time came from my field, so there's no doubt about where that came from. You pulled that in from my field as opposed to being entered over in field. Little nod to my field being out there in the crew's hands. If we check out bringing in safety a little bit more tightly, we had previously added a time card warning for JHAs that were not sent for a job. Now we've added in the ability to see another time card warning that meetings had not been sent for a job. So if you've scheduled a meeting for the day in safety, you went and executed that meeting, but you didn't actually send it yet and you gotta send that in, this is just a little nudge. Hey. You forgot this. Doesn't mean you missed the meeting. It means you didn't send it in, and you wanna be known that you're compliant on that. We'll have another safety time card warning coming up very soon that has to do with, equipment inspections that have been missed or not sent. So look forward to that one. Another little nudge here over on the left, you could see highlighted in that little purple box that if you are using fueler, if fuel has been dispensed for that piece of equipment, you get the little purple f there telling you that fuel has been dispensed on that equipment. So you don't have to think about it. You don't have to search for it. You just know it's there. You actually got fuel dispensed. So these three, you can see, are just trying to make it a little easier for you to know what's going on in some of the h t other HCSS products while your form is working right there in the time card in the HCSS field that, making it a little bit quicker so they don't have to go search around for those things. Another thing that is not about other products, but this is a new feature that we had talked about a little bit back in October is we've added the ability to lock your time card submissions for payroll. So this one's actually supported in desktop and heavy job dot com. You can set up basically a lock period. So you can say, I wanna lock it from Monday when I no longer want new time cards to come in, until some future date, let's say two days out when you're gonna be running payroll. That helps you lock down incoming data so that you don't get payroll data changing out from under you while you're trying to process payroll. Now that means you've gotta have a process for how you get those time cards in day by day, reviewing those day by day, doing an end of week review, eventually making sure that your approvals and reviews are coming in on time. But, ultimately, at some point, you probably wanna lock it down so that as you're reviewing, you don't get things changing and you don't know it, and you don't have to review again. So we have that out live. It's been out for a few months. We added this into the HCSS field app so that on the left side, you can see that the user, the foreman actually submitting their time cards can tell that their time card is currently under a payroll lock, and, thus, they cannot now submit or in this case, you see resubmit that time card. Just letting them know. You can change this data. You can still save it there. But if you hit send, it's not gonna be pushed into the payroll period. Now, yes, an admin on that side can choose to do something with it if they want. Over on the right side, you see the same thing, but this is in the time card review screen in fields so that the reviewer is seeing the same message. They understand that, that stuff's not gonna go through at this point. Moving on, we've been doing some work to improve the experience, for costing of materials. A little while back last year, we added the ability to manage your material library, all in one place in heavy job. You already have the ability to see those materials per job. Now you've got the ability to manage that entire library, change the cost types for those materials, And now on the field app, you can select between the source of your materials when you're pulling them into an MSE. In this case, you got two places. You've got the job you're on where you can go select from the entire material library if that material had not yet been used on your job and thus had not yet been pulled in to be visible on that job. This is I would say it's critical for that field user to not have to essentially call in and say, hey. I can't see this material because it's not on the job yet. Somebody do that for me. Now the foreman is self-service. A couple things that I'll talk about real quick that seems small, but the theme here is that we want you to see that we are continuing to touch on some of the small things, that make life better day by day. It's not, necessarily always having to hit these big home runs. We added some fields in heavy job dot com to the quantities adjustment tool, cost code status. I think some of the ones that are really interesting here are the pay item code and pay item description, the drivers for the pay item, and the pay item factor. Now on that grid, you can select these and show them. You can't change them. You can still change your quantities. But what these help you do is filter down to the the quantities that you wanna adjust based on the pay items that they're addressing, giving you some insight into the factors and how they're driving it, allowing you to do a little bit better job of finding those quantities that you need to adjust. It's just a little bit of a usability improvement to simplify that process. Looking at the materials and subs list. So we pay attention to the administration side in heavy job. We're almost always doing some little things to make the administration, which you'll see under the setups menu. I shouldn't call it administration since there is an admin menu there too, under the job setups. So in this case, you can go to the materials and subs list, and the accounting values on that grid are now displayed directly in the grid. The accounting values are the stuff that you customized because you're syncing that information from your ERP, your accounting system. That grid, while it got improved to allow you to see the accounting values directly in that grid, you can also now export that information to Excel. That's a change that we've talked about over the course of last year to all kinds of grids throughout the heavy job setups, and we're continuing to push that to the places where we haven't done that yet. Just making it easier on your administration tasks. And I think lastly for talking about, this little section of heavy job is we've made some improvements to a few of the reports, really addressing performance improvements. Cost code detail report, now defaults to, last pay week rather than everything because when it defaulted to everything, it could take longer to load, and so your initial experience is a little slow. Also on there, it's remembering some of your cost code selections, which we weren't doing before. So as long as you have not changed the filter on the job, you're gonna get the same cost code selections, and so it's just a little bit faster to set up. And there's a couple reports that when they're running long, you didn't really get that feedback, so you didn't know why is it running long. Some of the cost code selection lists that could get pretty long were slow. These are just individual report improvements, but there's gonna be more and more in the of this. We are seeing that y'all customers are growing. You're getting bigger. You're putting more jobs in there, more data. You're managing more cost codes. The volume of data is just getting bigger. So we are being proactive about making sure that the heavy job dot com interface is performing. There's gonna be a lot more of this coming over twenty twenty four. We're paying attention to the performance and the usability under bigger data loads. And that's a good thing. Y'all are putting in more data. That means you're using a lot more and you're growing, so we like to see that. I'm about to make a hand off, I believe, to John Knudson to talk a little bit about, what is it, TNM adjustments. But before I do that, were there any questions that we need to pause and address? I think, I I think we're good. Some thumbs up on some of the features you showed, and I think we'll hit some of the questions, in a more of a a lightning round at the end. They're coming in both in in q and a. It's a little bit hard to to manage everything. Alright. I'm gonna hand it off to John, and I'll start reading some of those questions that came across. John, it's all you. Alright. Thank you much. So we got a couple new features since last October. One of them is the t and m adjustment tool. So, for some of you folks that have, you know, used the legacy desktop system, this was known as the t and m tool. We wanted to get that same functionality in web here. So, within the actual job setup, you can go to your budget setting, and there's an option to select t and m for certain factors there. So whenever that happens, it's more streamlined in web. So you're basically prompted to see if you want to update all those transactions, and it gives you some details about that. You also have, you know, some some rules within there. So, depending on on the options and how those are set up, if there's one or more transactions that were unsubmitted or being revised, those ones will not be updated at that time. So, just wanna give the user the, opportunity to kinda streamline their workflow, make more sweeping changes, but also make those in a way, that really, you know, gives you the result that you want and make sure, we're not making a lot of changes to to data that may need to be cleaned up later. Alright. Frank, can you go to the next one there? Okay. This is another one that we're excited about. We've gotten some feedback about some of the different job setup screens. Some users wanted to be able to export to Excel. Some users wanted a little bit more visibility, a little bit more editability, especially with some of the accounting fields. We're really excited that you guys are using the accounting values in so many different ways. This is one of the ways that, that HeavyJob can really be customized to your workflow, including other things like tags and and other different options. So, but we also want those to be visible, you know, so, that we didn't have to, you know, get it into the import export options to see those. So, this is the employees grid. This is also coming on the equipment grid coming soon, but, basically, switching into more of a a grid mode that allows easy export import. Used to be you would only be able to see one employee at a time. Now you can see, all of the employees, scroll through those, filter down based on code, name, any of the of the column options. And then we also have the pay class, assigned equipment, and then cost adjustments. In this view, they're read only. But if we can go ahead and go to the next slide, we also added the option to make those editable. So you can see in that middle section for job overrides, the user can quickly go in, change to a different pay class, different assigned equipment, add one or more cost adjustments. And you can also see in this slide, the job accounting overrides are added. So, if you're not seeing any accounting overrides, these are based off of the accounting template that you guys have selected. So, maybe something that you'd wanna chat with about your heavy job with your heavy job admin if you're not the one that, that controls, those settings. But, those are really customizable as we said before. The ones you see here are kinda related to, you know, perhaps some union settings, crew department, tax code, union code, but there's a wide variety of those that can be select selected at the labor level. And, you know, some of the names for those can even be customized. So, anyways, the ones that you have selected in the template will be, visible there. Those values are read only at this time, but, another aspect of this project that we want to add to is to make those accounting values editable as well. So, this is live in the employee, job grid. Look for more upcoming like this in the equipment, job level grid as well. Alright. Next slide, please. Okay. So this is one that we had talked about a little bit in October, but this is fully live now. A lot of y'all have have expressed interest in in being able to to move setups from one job to another. Keep in mind that we also have some great API options for this type of workflow as well. So if you're you have questions about which way you'd want to approach setting up new jobs, give us a call at support or, you know, shoot me an email. We'd be happy to talk about the different options that we have. This is just a new one that we added to make it a little bit more robust. So, you have the option to, take employees and equipment and copy those from one source job to multiple destination jobs, one or more. You can select those off of, you know, job tags. So if you have jobs grouped by job tags in any way, whether that's, you know, based on who the, the the management structure or the type of work or even the union, if you have it tagged by that. We can take some of those job level employee and equipment settings that we looked at in that past screen and apply those to other jobs. So this is great. Again, you know, just as an example, if you're working with different unions and we've got really, specific settings that we want at the employee level, to follow those union guidelines, this makes it really easy to kinda move those around to different jobs. You also have the option to skip or override. This just gives you, you know, a little bit more power, a little bit more, you know, intuitive action there. So that that way you're only adding the things that you want to to add. So, as you can see in the screenshot, this is located in the job setup screen. So to get to this, you'd want to select the source job and go to that source job and then copy the setups over to the other jobs. Alright. Let's see. Next one. Okay. Great. SIM card history. This is another one that we're really excited about. So, this is one that, you know, we really wanted to build this report, to support folks that are doing payroll audits, just as a way to kinda bring in all of the the great data points that we have related to labor into one place and make this really easy, to perform your payroll functions. So, quick talk about permissions. With any new feature, we wanna get it out to the the widest group of users possible. Right? But we also wanna make sure, you know, we're not overstepping there. So, basically, with this report, when we released it, we automatically gave it to anyone that has access to the daily time card. Pretty much the same dataset. It's not gonna allow you to make any changes that you wouldn't have had access to already. So, if you don't see this and you would like to, this is something that can be granted to your access group by your heavy job admin, and that's kind of where you would see, the options on the right there. That's under those access group settings. But that first screenshot there is where you would see this report. If you click on the left hand reports option, go to time card reports, and you'll see that new time card history report, which is still, marked as beta, I believe. So if you got any feedback, let us know. Quick point on that. We did start the data, archiving process on, October twenty fifth of last year. So you should have a good, you know, two, three months worth of data in there to pull from. And, again, we you know, this is focused on labor records, mostly with the intent of assisting your payroll audits. Frank, can we go ahead and skip to the next slide there? So a few more things about this. You know, these are some of the filters. Similar layout to the export to accounting module that Britney, showed us earlier. So, hopefully, you guys are liking this. We really love the way these, filters are looking and working so far. It gives us a lot of, customized customization option that we didn't necessarily have before. So really simple to choose the date range that you're looking for. Select individual jobs, multiple jobs with a string search so you can easily pull up the one you're looking for. But really powerful tool, selecting jobs by tags. Again, this is one of those ways that we've allowed you to kinda customize HeavyJob to your own workflow, to your own needs. There are a lot of reports that are using tags now. So, if this is something you're interested in rolling out a little bit more, it can really speed up your workflow and just really tailor heavy job exactly to what you're looking for. Alright. We can go ahead and hop over to the next one here. This is just a quick summary, of what's in the report. I don't want to hang on this too much longer, but, this is really one to just get hands on and and look at. The report is really customized to the filters, so, we don't include a lot of information if there's no data about it. But, if you got data in that time range, it's gonna show, you know, changes to the employee info, including pay class, cost adjustments, and hours worked. This screenshot here is kind of the cover page for the report. So, that's another nice thing. If you have external payroll audits, this report is not only gonna give you the information you need internally, but you can print it out and really easily hand it over to an auditor and it says, hey. Here's exactly when this was ran, who ran it, what it has in it, you know, and what to expect when you're looking at the report. So, really tailored to that experience. Alright. And then, had to be at import review. Actually, John, Frank, if you don't mind going back one slide. Sure. We got a couple of questions about time card history report. I think let's handle them all as a as a group here. So first question, is it available for web only users only? Yes. So this particular version of the report is for web only users. For those of you that are using our desktop system, there is a time card history report on there already. You won't see this version in the in the hybrid version of web, but just go on your desktop system under reports, and you'll find a lot of the same details there. Reports, history of changes, and time card changes. Yep. We we did get yeah. We we got a couple of, requests for different things on here, but one request that came up multiple times is the ability to include equipment, which I don't think it does right now. But since we have polling and we should be able to do this rather fast, let's see. Should we add equipment onto the time card history report? There is a no. Alright. I was I was laughing because it was only yeses, solid yeses. But at least, I I the nos the nos have woken up a little bit there. Alright. I think thirty seconds is just just fine. So it appears as, if there's a a a specific direction y'all are leaning. So y'all like the labor, and y'all wanna see equipment as well. That is good for us to know. We had been assuming this is mainly for payroll auditing and, other items like that, but, it's good to know that equipment is also desired. So thank y'all for participating in this poll. Alright. Alright, Don. Back to you with the, the heavy good stuff. Alright. Yeah. And I'm loving this platform so far. The the ability to do quick polls like that is great. You know, we love that you guys participate in the webinar, and it's it's really nice to get your feedback quickly on that. Okay. If you can hop over to the next slide, I'll talk about the import here. Okay. This is something that, based on some different types of feedback. We had some users that were were looking for, you know, maybe an ability to copy a job and, use that as a as a test import. You know, we there's a powerful integration between heavy job and heavy bid. But, of course, there are a lot of data points that heavy bid can possibly bring into heavy jobs. So they were just looking for ways to, you know, have a little bit more control over this experience, just be able to preview it a little bit more and and make sure that the import was going correctly. So, that's kind of the goal of our heavy bid import review. If you guys are bringing in estimates from heavy bid into heavy job for heavy job, job creation, this is something that you'll probably see. And, pretty self explanatory, but, you know, the previews over here on the right, it's gonna show you which codes were brought in. It's gonna highlight which of those codes are new cost codes. And it's also going to tell you, like, hey. If these codes were previously deleted, these are the ones that were not imported. So these may be codes that still exist in your your bid, but were, the operations team decided they were not useful. You guys may be bringing some of those in from your ERP or accounting system, so that might be the source of truth. So we wanted to highlight those, but also just not resurrect those cost codes without letting you know. From that list there at the bottom, users can go in and and activate those codes back on if they want it to be included in the import. But this way, they're able to cancel out that import. If they notice anything out of place, they can go back to HeavyBid and fix it. Basically, just giving you a little bit more power and, a preview over the import there. So alright. Next slide, please. Okay. And this is kinda where we talked about what's coming up next. I'm gonna turn it back over to Frank on this one. Let's set up a few of these things. First of all, UGM's coming. Hopefully, y'all all know that. It is coming, yes, on Valentine's Day. So bring your loved ones or buy them something nice if you're not. That's that's that's It's gonna be a lot of fun, and I think we did seven hundred seventeen hundred attendees yesterday. It's gonna sell out very soon. We've never had this many people in one week show up for a users group meeting because we're combining usually, we do two different weeks, and now we're just all in one week. This is gonna be very interesting for us. So we're gonna have some fun. The heavy job town hall the upper excuse me. The operations town hall, the heavy job safety plans town hall currently has five hundred attendees registered just for the town hall session, which is sort of like a, an extended webinar. But with five hundred, it makes it a little bit interesting. So we're gonna have to be changing things up a little bit, just the the flow of things because it's a lot of people. I can't imagine what HeavyBid's gonna end up doing, and they got they got more people than us. But it should be a fun event. If anybody is planning on coming down for it or would like to come down for it, there's probably still a little bit of room left. I think the party is gonna be actually on Minute Maid Field, where the Astros play. They're gonna let us do some batting practice and eat some food and have a party there. So not there's classes and other educational stuff too for all the managers listening, that are sending their people. There's plenty of learning going on regarding heavy job and construction and stuff like that. So Yeah. We're gonna get to do BP. Better warm up your swing, people. It's a long ways to center field. And we do wanna see that Adam mentioned that some of the changes to town hall because we have so many people. One thing I would like y'all to hear is that there's gonna be more sessions outside of the main big town hall for y'all to come and give us feedback. If you've been before, you know that we take a lot of input. We get the crowd involved. It's really hard to do with hundreds and hundreds of people in the room. So we have more sessions for y'all to come in and talk to us and give us your ideas. So look for those. They're called town hall focus sessions most of the time, and they have general topics. All the products are doing it. So sign up. Come in there. It's a great chance to talk to us in front of everybody else and get a little dialogue going and be heard. Time card warnings, I mentioned this before. There's another one coming up for missing equipment inspections. This is another touch point with safety inside HCSS field. Plans photos are coming to heavy job. Andrew and John Bradshaw are fast at work on this right now along with the heavy job team. You'll see it first in the daily digest. At least that's the plan. Sometimes things change, but you'll see it in, heavy job for web and daily digest and the photos and docs. You'll see it in the field app coming soon. Pulling these things together, making it easy easier to work with those photos coming from plans. We talked about this before, importing business units. If you're an enterprise company, if you got multiple business units, if you do any m and a activity, we've got a tool now to help you bring a business unit from another heavy job company into your heavy job company. That one's live. We're just starting to roll that out to a a few interested parties. Heavy job is working on the default start page, and giving you the option to start where you wanna start. So right now, you launch into the dashboard unless you've got that permission turned off, and then it rolled down to the daily digest. We're gonna give you the ability to make some selection about where you start. That's partly just to make the experience better and more personalized. Also, it's a performance thing. The dashboard can have, a lot of data that needs to load depending on how many jobs you've got in there and in the filter. So making some improvements not only to the dashboard, but to that initial experience. This is one that I wanted to get out there and see some comments roll in. The heavy job equipment type does not match the equipment type in HCSS setups. HCSS setups is that place to go to set things up once and to have that information filtered down. And, look, let's be clear. It it doesn't match it in equipment three sixty or the other fleet related products in which equipment is kind of important. Yeah. Exactly. And so we are going to change that. We're going to fix that. We're gonna make sure they all align so that it makes, your experience using setups easier. And for some of y'all, it'll push you over and say, okay. I'm gonna start using setups now. We want you to know that's coming. We also wanna hear from you because, some of your equipment types are gonna have to change in order to match what's over in these other products and in setups. So HeavyJob may have some equipment types for piece of equipment that aren't the same as its setups or in over in e three sixty. So we're gonna come up with ways to figure out what to do there, and we may have to get in front of you as a user to get some answers from you. We're not sure yet, but we wanna hear from you now if you see that as a problem. And if you see it as a problem, we'd like to hear what you would like to do about it. So ping us here. Ping us on the side. Just let us know somehow so that we know to get some feedback from you. Adam, do you wanna talk about some of these other things? Alright. Well, we, we missed our January first go live for HCSS chats, but it is imminent. It will be available before users group meetings. So in the next week or two, it will be going live. If you would like to be one of the first companies, development has asked me not to just hit the button and release it for, like, eighty thousand users all at once. So we're gonna, like, just randomly pick companies and just start turning it on. But if you'd like to be one of those non randomly picked companies that gets it first or, sooner than everybody else, by all means, hit me up, and I'll make sure you're on the list of the very first companies for which the, the chat service is live. And that is basically going between mobile and web. And I saw a couple of questions related to being able to communicate back and forth between, like, the PM and the foreman in the field, by all means, that is what HCSS Chat is gonna be. It is a messaging service, direct communication one to one, and you can put groups together with, like, the seven of us talking, and you can even create channels, like, for an entire job or something. And people just know that they go to that job's channel in case they wanna talk about something that's project specific. So, it should be really cool. And like I said, we're looking forward to getting that out, very, very soon. Copilot will also be released as part of that. It will not be going down to the field initially, but, it will be there on the web, and serve as your your assistant to help you with, with your heavy dev related tasks at the moment, and we're we're working on expanding that this year. It's gonna be it's gonna be pretty cool. So and then Britney already talked about change orders, I think. We have a couple of questions, and we're trying to be good about time. As I'm as I'm looking down the list of questions, so a request for a like, the grid and export to Excel for employee details, John, that you showed was awesome. They wanna see it on the pay item three now. Robert would like to see your thoughts on duplicating reporting functions for hybrid users. Makes the train training and transitioning the web easier. We absolutely agree. We wanna turn on as much as possible for our hybrid companies. And, unfortunately, in the time card history report, the archive time cards for Webberlink company are stored in a different place. So, really, it means building an entire report all over again. And that's the reason why we didn't turn that on for hybrid users. But we're doing our best to give you access to as much as possible. In some cases, it's just not possible. Sixty equipment types cross platform. So, Frank, you gotta you gotta vote in favor of that from Rob, and from Robert, different different peoples. But, I think that is the q and a, and we had some chats come through. Can we add material that isn't in the job or library list without having to go into the list? So, yes, Jessica, the material has to exist. There's just one library, and so it does need to exist in that library or specifically in a job. So it's gonna be have to be well, a material can exist in a job without being in the library. So it will be at least be in one of those places, if not two different places. Where there is people want to do that on the fly. This makes sense. Good comment there. Yeah. So that's that's fair. On the fly material ads, we don't do that with setups anywhere in mobile, but it might be something that we're, we're we're gonna have to to talk about, I guess. I don't know. It's it's not easy. That's for sure. But, let let Frank get into that. I know we have some materials conversations both at UGM and, and throughout the year that we're we're looking at. So it might be a good good thing for us to think about for that. So Rick, once Sarah mentioned, can we show when a a time card has been exported to payroll, in the field app? Not yet. Not yet, Sarah. But we will be getting there. We got the capabilities. Not yet. Awesome. Well, we are two minutes over now. I think that's our last slide. I think we're good to go here. Thank you everybody for joining us. Sorry about the, issues at the beginning of the webinar, but we will be back and we'll be, much better prepared for Zoom webinars next month on the last Thursday in February, ten o'clock central. See you then. Bye, everybody. Bye, everybody. Have a good one, y'all.