HeavyJob and HCSS Plans March 2024 Monthly Webinar

Hello, everybody. Where did Reid go? We we might have left Reid behind. Like, right when I was clicking out, I heard him say, how do I do this? And View moments for a technical delay, folks. Hope everyone's having a having a, having a good day. Opening day starts next week. Oh, no. It's opening Opening opening day for the baseball season begins at three o'clock where it's Astros Yankees, guys. I don't know how many other people are excited about that that's on this call. Actually, technically, I think the Dodgers and and another team were playing The Dodgers and Padres started, like, last week with that exhibition in, in Korea, and it was great watching their, like, half billion dollar acquisition get blown up. Very enjoyable. Alrighty. Alright. Hi, everyone. Thank you for for joining our month, our March heavy job and plans webinar. I wanna introduce yours myself. My name is Reid Renfro. I'm a new product marketer here at HCSS. I'm gonna be focusing primarily on heavy job, with supporting plans, potentially safety as well. So I'm really excited to be here. I've this, about six weeks in to my journey here at HCSS and really excited to get to meet all of you and get to know you better. So you'll see me on these webinars, going forward. And with that, I'm gonna jump into today's agenda. So first, we're going to start off with plans. We have a number of topics here that John's gonna lead us through new features that are available. Then we have John Knutson and Andrew Fowler. They're gonna walk through a few different demos of new products that we have or new features that we have coming out. And then we do have one poll at the end. So that'll be towards the end of the webinar. Stay tuned for that. Please vote, for the feature that you think we should focus on next. And with that, I'm gonna get us over to plans and kick it off to John. John, take it away. Thank you very much, Reed. Good morning, y'all. I'm Bradshaw. I'm the technical product manager for HCSS, HCSS plans. First thing I wanna go ahead and, talk about is increasing the zoom level in, map view. If you can go ahead and, click on through there for me, Reed. Really, the thing we came out of this is we needed to go deeper. The the view this was a request out of UGM, probably the most asked for thing that as I was walking down the hall, someone went on ahead and, would ask me about it. You see over here, this was previously the limit that you could zoom into. There was a little bit of variation depending on the resolution of the images from our, from our service provider, Apple Maps. But for the most part, you can only get about this view. What we did, we listened to you, understood what you were asking for, and, go ahead and click. And now you can go ahead and zoom in even closer. You can go further than that particular view shows, but for this, for this demonstration, I wanted to just kinda show that it is the same driveway. You can now get down, that close and even closer. So it can really show you what that existing terrain on that, what what that existing area is it looks like compared to what you're compared to what you're actually supposed to be, supposed to be working on. Next up is exporting from the full materials, the bill of materials menu. This is one that has come up for me personally. I'll be I'll be demonstrating plans to someone, and I'll realize I want to show off the export feature. But that means I have to leave the sheet, and I have to go to the export tab, and I have to export it from there. And I just kept saying to myself, why on earth can I not just export it directly out of here? So we went on ahead and brought in, that little button up in the top right hand corner. And if you hit if you were to hit that, it will go ahead and bring up the export for you. And you can you can view it, you can share it, and you don't actually have to leave that sheet. When you click out of it, you're back where you're back where you are. Yeah. And we've been doing a ton of work in this this area, and John Bradshaw's taking the lead on that, of course. I just love how much how far the screen has really come, really within the the past few months and and even further since UGM. Just looking at what we have there. Right? So asphalt removal, concrete removal, all your different groups with those total quantities coming across right there, able to edit and select those colors that you see over in the main page. It's it's really looking really good, in terms of what we're able to accomplish in terms of takeoffs. And so just adding in that little export right there to ship it over and move it move all the quantities over into your, other screen, during that takeoff procedure, is gonna be really nice. And before we, actually, John, before we, continue, I just wanted to remind everyone that you are welcome to ask us questions at any point during this. So there's a q and a portion somewhere on your screen at this point, and so you can jump in there and ask a question. I see that some people have already found it. Hey, Sarah. We also have a a Braves fan that's very sad that their season, has not start is not getting to start today because of a rain out. Too bad for the Braves. No sympathy here in Houston for them. But, if you ask a question regarding something we're talking about immediately, then we'll do our best to work it in. Otherwise, we'll hit them all towards the end, when we get to a relevant section or, just lightning round at the end. So thanks, John. All yours. Okay. And so, go on to the next one. This one, another one out of UGM, within our current location compare, it was asked if you can go ahead you know, how how can you identify which sheets have have have a particular tag assigned to them? And so what we did is here in our location compare go ahead and click the next thing again. When you click on location compare, it's gonna pop in, and there's now gonna be this new option in there. It it will start off with no tags selected because you actually haven't selected a tag. Click it again, Reed. When you tap it, it'll go ahead and show you all of the tags that are assigned to the sheets that are at that location. And then when you go ahead and select one of those items, those, those sheets will highlight, and you can start choosing which I which sheets from within this, from within this location, you want to you want to display. And so then when you go ahead and select your two sheets, you open up the comparison. It will go ahead and overlay it will overlay those sheets the same way that the, location compare functions, except now you can you can identify, those sheets that have that information that those sheets that you you tagged with something, that tag is obviously important. That's some context. That's some item that's out there that that that that that you wanna look at. So we just, you know, we we we heard you. It was, it it was an obvious thing for us to do. So I hope this is something that, that that helps your users out in the field, be able to get just a little bit more, little bit more use, a little bit more value out of that, out of that low current location compare in the blue dot menu. And that is all I got for plans. Alright. I'm gonna kick it over to John, and John's gonna go through a demo or a new heavy job feature. And John, you're muted just so you know. Okay. Thank you. Okay. So we've got a couple new features here that we're super excited about. Wanna start with the employee detail report. So this is a report that's really essential to a lot of folks, you know, pre payroll processes, just confirming hours, up in between kind of an overall view and the time card as you can see between the the blue link there on the date. So what we wanted to do is find ways to expand that out and make that even more useful for certain workflows. So, we got some great feedback from a few of y'all and decided to go ahead and take the steps of adding a revision column under the time card status section. So for those of you that are familiar with that, you can also see your approvals. You have different, years of options there. So that way you can see which provision of the time card, some scheduling information. So for those of you that are more familiar with mobile, that may look like your start end times, your punch times, whatever you like to call it. It all fits neatly into, this column here where you can kinda see shift, overall for an end time, one start and end time. If if you have a second meal, that's an option as well, and kind of a yes, no answer for any fixed. And even though this is a detailed report, a lot of you guys are really starting to expand into using more job tags, which we think is great. This is a great way to, navigate around the product. It's a great way to, select jobs easily, but also within certain reports kinda filter down to, you know, either a specific project engineer, specific job type, location, whatever you guys are using these job tags for. So we wanna also include that in the support. Even though it can be a little repetitive in on some areas, this allows me to, you know, quickly just bring this down to my Texas locations, or my job type, whatever you're needing. We've also got some folks that use job tags to kinda signify, the type of job they're doing, whether it's prevailing wage or otherwise. So as they're going through their, you know, payroll process, they can easily, you know, see, oh, this is it's not the job. So I need to make sure that that they have, you know, this type of a class for that job. So whatever you're using these for, we hope these options, you know, help with your workflow. Please let us know, how that works for you. We love hearing different use cases for this and how people are using this report. We can make it as customizable as possible so that you guys can can pull that however you need. So, you can see here I've got, a couple saved already, for kind of my peep free payroll process, but I've also got, some other reports, some other layouts that I really like to use, in different scenarios. So, you know, Wade, if you guys have multiple reports that you use out of the employee detail, it makes it really easy to switch between those and get the data that you need out of that example. Now this is a great addition, and we definitely wanna encourage if there are other fields that y'all need on reports, the the start and stops and I'm still gonna refuse to call it schedule, but the start and stops are were something that obviously is is put in by a lot of people on time cards. It was only ever being able to be displayed on the signatures report, which definitely has a good use for it right there, next to the signature. But putting it here on the employee details just gives a lot more, a lot more value to this report. And so if there are other fields that we are collecting where it you kinda like the idea of us just adding something on there, let us know. This is the kind of stuff that we we wanna be able to optimize. This isn't a groundbreaking new feature. It's an extra couple of fields on a report. But, ideally speaking, it can help you do a lot. So let us know those type of things. Absolutely. Yeah. And just to highlight again, really, the the addition of the new fields were around that, that payroll process. So when we start looking at really the things that we can now do with the new fields, one of them being, of course, just looking at your start and stop times. One thing I see missing on this one that you can add in into this view is the shift number. So now I can look through my start and stop times and verify if there's a shift which has AM hours on a PM shift or vice versa, PM hours on an AM shift. So that way, something that you can very quickly verify that those start and stop times are incorrect. Another great time that, Knutsen already has up here, that revision number. If there ends up being a conversation with that foreman, the superintendent that created that time card, just quickly verifying that you're all talking about the same thing. I'm on revision two. You're on revision two. This is for the state. This is you that's that's submitting that time card on this job. So that way we can very quickly, talk to the all those different things and make sure, we're all aligned. But, really, again, just trying to give you the tools that you need to save it to that template then to, to get payroll out on time and and make sure it's all correct. And, John, before you move on, did get a question here from Alexis. So they're using the desktop version of heavy job. Are there any reports listed here that are limited to just the web only version? And there are a couple, and I think it is a a literal couple. I think there are two reports limited to just web only customers. And so it's gonna be under job reports, the end of job review. This one right there. And then, John, you would actually know best. Is time card history, the history of changes report, is that web only as well? I believe so. Desktop has its own version of that report. So Okay. But we've got kind of a newer one for the the web only customers. Okay. Well, there you go, Alexis. And anybody else who's wondering, those are gonna be the only two reports that a hybrid customer, someone who's using desktop and web, are not gonna be able to see. And if you're not seeing a different report on there, that's the permissions issue you get with your admin, and they'll be able to turn something on for you. Right. And just to say that again from that last part from Adam is, you can still log in into the web portion as a desktop user to view those reports. And look for some new additions coming in this next sprint as well. We should have some more show off for next webinar centering around, you know, non work hour and attendance code. For those of you that are just digging into the support, one other, function that I really like, that's kinda tucked away here. You've got your filters that you can, you know, use different logical searches, whether it contains or does not contain. But for a lot of these, we've also got the funnel option, which you might be familiar with if you're an Excel user that just kind of allows you to quickly choose different options. So whichever one works for you, they're both in there on some of those columns. Alright. I wanna hop over to We've seen seen a ton of requests coming in, around exactly what we were talking about. So this is great. We'll try to cover some of those and talk to them there at the end. But, looks like some great requests. I'll I'll kind of centered around that payroll processes. Keep them coming, guys. Keep them coming. Alright. I'm gonna hop over to, one of my test jobs here. You may have noticed that if you have set up access to jobs, this is, again, for web only companies and, desktop hybrid companies. We do the setup on the desktop manager system. But for those that are doing the setup in web, you may notice a few changes here. Both the employees and equipment section are now in a grid format, and that gives us a couple options here. One is just overall visibility, which is nice. You can kinda see all of your options laid out real quickly. You don't have to click in the individual records like you did before, but we've also got the export to Excel option over here. So that is something new, for folks to like to, you know, say you're updating a specific set of job level pay class overrides for employees. You can spit that list out to Excel, update it really quickly, import that back in if that's your preferred workflow. We can see hopping over to the equipment section, same type of deal. Where you have now put forward to a grid format. And for both of these screens, one really big, visibility aspect that we've added here is the job level accounting override. So used to be these were kinda tucked away in the background, but as more and more users are using these to help with their payroll process, to help with other, you know, ways that they are sorting their data using these different customizable values, we wanted to make it more visible. So now in addition to being able to change things like the operator pre class, or in the employee screen, that class, the default equipment, things like that, you know, if you come along and add and edit, accounting values right here in the grid. So if I wanted to add a new one there for, my case eight fifty, I can do that. I can also edit existing ones, however I like there. So, let us know what you can do with that. If you're not seeing those, it should be available under two hide columns. You can select whichever ones you like there. These are based on the accounting template set at the business unit level. So if they're you're sitting there thinking, okay. I've got accounting code, but where's company? Where's cost type? Where's division? Those can be set up under the export to the client section. You just hop into the template, add whichever ones you need. You can even, kinda give it a display name. So even though it may be the the cost type section, if you guys refer to that or have kind of a different code word for that within your company, you can see the way that that's displayed, and, you know, suit those out to Excel, and the, the payroll, function as needed. Alright. So I'm gonna hand it back over. Do we have any questions about the grids or new features? Pretty straightforward, but, you know, definitely exposing kind of a blind spot that we had in heavy job web, that I definitely think is gonna make it a lot more usable for those folks that are using accounting values. I do see a few coming in that I'll pick up first. Few people are asking about the ability to to filter down to the values inside of the start and stop times, including finding in blank values. So quite a few coming in that way. If you are familiar with our signature report, that's what we've reused today, in order to, put that put the information basically from the signature report into that one. It does make sense. We've actually after we released it, had similar feedback. So we're going to investigate what we can do to to filter out those values, see if we can break out the individual items into their own rows, just like you see for the the rest of the one. So we're gonna see what we can do there. Makes a ton of sense, based upon what we're seeing. Reid, are there any other questions coming in? I don't I mean, I know there's a bunch we're gonna answer kind of through your presentation on different reporting requests. But I don't know if you wanna hold those to the end or go through those right now. Yeah. I think we hold them till the end. K. Let me go ahead and get my share screen going. So today, we will be talking about, potential change orders for the first item. So let me go ahead and get my screen pulled up. Screen one. Share. Alright. So today, again, we are going to be talking about potential change orders. This is currently work in progress. So for most of you, today, you're going to see this type of screen, with project management, still directing into our project management app. For the lucky seventeen of you that have, through this webinar signed up to be, some of our beta testers, you should have gotten an email from Britney Klausman this morning. She said she, auto sent it, for nine fifteen AM. She's actually, heading out for a cruise right now, so couldn't make it in today. But for the lucky seventeen of you, that has signed up for it, let me switch over into a different, tab here and show you what it will actually look like. So now as of, today, again, we'll have that project controls grouping, which we're going to now allow you to open up and view, both that project management redirects into the project management portal as well as our new potential change orders, item. Before we get into the actual feature, if you only see the project controls and project management drop down, that's a permission setup. So inside of setup administration, today, what we did is set only our admin skip to it for now. Only our admin access group will have permissions into that potential change order log. So we can see that it's automatically on by default as I, scroll and see where Stop. Stop. Keep going. Yep. There it is. Yep. So based upon the order of that, which, yeah, makes sense. Right? So for it's couldn't show up. But for the other groups, you're going to see, that those are gonna be turned off. So any of these, fun test ones here that I have, as I open it up, we'll see that. We can actually turn that on, enable it for those people in that group. If you do have a project manager in a different group, not an admin, go ahead and turn it on for them, and then they'll have this access to the drop down. Alright. So let's go ahead and open up and start talking through what we have. So very similar to the rest of our grids, it's going to be, a very similar layout in that we have this log view, and then we can dive down further into the individual items. One of the big things that we think we wanted to to fix this go around with our new logs, especially potential change orders, is right off the bat, we do have, all of our jobs coming across within this view. So if I go ahead and add on my job code, we'll see all the different fields and talk through them, once we go into an individual item. But if I turn my job code and job description and apply that, we're actually seeing all of the different jobs coming in and being listed for all those potential change orders. That way, we're getting a really good idea of the overall risk that we have, coming in in terms of the the potential change items that are approved, are not approved, are still internal. What are the cases that but the important thing here being, we wanted to make sure we got it right this time and have all of the different, potential change orders in a single log across all the jobs. So, as we look through, really, ton of things that we can do within here. Of course, just filtering for that, change order by the name. So in this case, I will do just, Christmas trees. It was a fun one for me to see. Holland Christmas trees, for some, erosion control. And then, of course, filtering down and being able to see these. So out of the box, we give you four default, filter statuses or excuse me, statuses. Approved, internal, pending, and rejected. These are all editable. They they can all be you can add in more as you see fit. But talking through some of you, these are what really made sense, for the bulk of people to be able to get that overall process of of what you need when you start talking about potential change orders and that approval process. Of course, filtering down by job is gonna be included in there. As you want to dive into just a single job, go ahead and filter out on by it, and then by PCO manager. In this case, it's gonna be the list of who is creating those. So myself and Neil and Britney, listed today. And then that owner change order number as well. So this is gonna be really handy for you as those, owner change order numbers are different. I can now filter down a few that just that information. And then, of course, same deal, if you have a different number for a sub supply number, CR number. As we open up, one of the individual items, this is going to be where you can edit the existing ones, and the creation is gonna be very similar. I just just went ahead and opened up one that was, already in progress. So as we can see, we wanna make sure that the job is clear up here. And as you create the first one, you'll also select the job from this list as well. The pinch is from change order number, I believe we'll auto increment it at first, but then we can go ahead and edit it afterwards to make sure that you're always getting the the correct number there for you. Subject, status, description, essentially, it's just filling in those fields from there, and then that managed by allowing you to select from the list of users, that have access to HeavyJob. And then last but not least, allowing you to upload those attachments, directly into this portal as well. Let's go ahead and jump back into here and see if we have any questions coming in. Well, we do have a question. First question is, how do how do I get access to it from Tracy? Good question. Britney's on a boat right now, so we're gonna give her a couple of days to, experience what it is like to take a cruise out of Galveston Harbor and, then get back and recover. So hit us up next week, Tracy, and and you should be able to, to to talk to her about that. Yep. And and, again, overall, where we are at right now is within that beta phase. So with the next steps being to to roll that out, to everybody, given that the the beta phase goes well. So one the ones that are testing are going to give us a ton of feedback I'm sure, and then we'll move forward in the progress. What we, wanted to make sure was that what we were going to roll out was going to offer enough value. We think it does at this point, but we just wanted to verify that with a a limited group of customers. Right now, just being able to view across project, the change orders that you have, and the statuses associated with them, are are what the value that we believe that we're adding to you, which is is good enough for release. But we're gonna verify that first before we just roll it out to everybody. So with that, I think, we do want to launch a poll and talk about kind of what our, next, upcoming statuses are. Yeah. So ultimately, like I said, this is a very nascent, very new. So looking at what we intend to do in the future, I just wanna make sure that we're aligned with the, everybody's expectations here. So which of those future features do you find most valuable? What I'm looking for is a single response, for which one is going to, impact you the most. So we have the ability to export those, the details view, the ability to export the overall log, mobile view of the log and its details, getting that into the hands of your foreman superintendents, and then, linking the potential change order to a budget change. And Matt Filler was was, had a poll for what was going to to be the ranking, and we'll see if it aligns with with what I think what we were all thinking as well. I'm feeling better about this than my March Madness bracket. Let me tell you. As a as a good Aggie, I had, A and M pick to to beat U of H. It came down to the wire. Alright. That was a great game. It really was. Because the ending worked out well for for us Cougars fans over here. It was been a horrible game. Alright. I'm seeing that slowed down. There we go. So, looks like we're sharing the results now. Looks like, Fiddler hit it spot on. So linking a particular change order to a budget change being the most impactful one. Yeah. That makes a ton of sense, and this, really what we want to to to get to first, with the overall scope of what we want to do. Getting to, link in any of your updates, any of your change orders from HeavyBid, any of your updates to the budget from from Excel import as well, being able to link all that information and save it, within the those change orders. So that way we know how that job is progressing and changing in terms of of cost and budget. Next one, the mobile view of the login as details is is actually in flight right now. So we have our mobile developers working through that one in order to finish that one up, with it's gonna take some time. I say finish it up. So that is a, a long tail on that one to get it done. But again, just working through it to make sure that we have that view. The potential change order view added into our existing project controls view, inside of mobile. Last but not least, ex exporting the details into that, PDF view, so that way we have all the information available. And last but not least, the overall potential change order log, exporting that out into Excel like you'll see on all of our logs. Julia wrote in that we missed the fifth option, the ability to link to a revenue value. So apologize, Julia, for not, having that as one of the options to choose from. Britney is paying attention on her boat, which has not actually left, the harbor yet, and she says, LOL, that's future, Julia. So, that that is definitely something that she's aware of. Yeah. Overall, what we wanted to do was to with with all the amount of work needed to do to to narrow down to what would be most impactful. But, yeah, absolutely. Future work, to to get to the revenue values. Alright. I think we will go ahead and switch gears back into our presentation if there's no other questions. Let's say, HeavyJob is a communications tool as much as it is a, costing and time card and management tool. So our hope, even if, it's a limited amount of features in there for the potential change orders now, is that if we use that, even if I'm still using a, a side spreadsheet to keep track of it, having that, one spot where everybody, can be in heavy job and have one source of, truth with an easy place for all those eyeballs to see it is a, a good thing. And I'd say, think about that. That, if you keep track of things off to the side, the number of times I've heard, side spreadsheet, if I had a dollar for every time I heard that, I'd, be retired. And so trying to keep things inside of heavy jobs, so that way it's all in one spot. I know where the source of truth is, and I know that as soon as I put it in there, everybody else will be able to see it as well. Think of HeavyJob as a communication tool and as your way to, to talk about a project, I think, will really, really help. Yeah. And and I think overall just to talk to, the direction that we're heading in after that is is making sure that we're presenting the right information at the right time for you. So looking at what we plan to do in the field, a lot of rework of having more than just that log view, where it could be overwhelming just to open it up and see all the different items on a log. How can we actually enable you to the the foreman and superintendents especially to see the information that's important to them, whenever they open up for that day, for that week in planning out their work. So, that's ultimately what we're trying to get to. You'll see that kind of across the operations board. We've we've done a lot of work and plans to narrow down of which items you'd be working on as it relates to a plan sheet. And now, similar items and trying to figure out the path forward, but how that how that relates to the cost codes, that your foreman are gonna be working on, for that day. And, Andrew, we had another question come in on if we'll have the ability to have saved views on PCOs, like, having a view that's already filtered, like, by approved or pending, and save that as an example. Good request. I we don't have that in our scope today. Love to hear from any of our, other customers if that's something that would that they would find super valuable. Ultimately, we do have, those filters there in the search to to get to it every single time. But if if your workflows are sped up by having a filter, yeah, I think we'd we'd like to do that one just like the rest of our log views. And this the the model that we kinda chase after is is allowing you to set that template, and that way you can filter out those data, just like we did in that pre prepayroll report. Yep. So overall, again, this is just a rehash. All those things that we did have on the list, definitely have those planned out. As far as for all of our beta testers, if you have any issues, again, Britney's on vacation or or soon to be. She's, still chatting us on the side here. But go ahead and email me, if if for our beta testers that are are going live today, andrew dot faller at h s s dot com. And looking to be more included, go ahead and email, brittany dot claw klosterman at h c s s dot com. Alright. Last item for today. This was some of the work inside of HCSS field. So this is, for those of you familiar with how we, do our cost code filters, we do them in quite a few different numbers of ways. What we were looking to do was to get the cost code set up filters from heavy job web to populate down into HCSS field. So as you can see, the the cost code filters inside of heavy job web are totally customizable. In this case, you have a b c filter with tags underneath and deletion test. Probably not the best, information to show here, but at the end, again, just completely, customizable from terms of what you can get down into it. So as you can see, all that information is now flowing down into the web to filter down by those. We could set those groups a, b, c filter, deletion test, edited Austin. And that way, we can go in and select those individual items and filters. In order to actually, get that form and the information that they need, we've seen some of the cost code lists. They can be quite lengthy, for those larger jobs. So enabling them to filter down, in any way possible, I think, is is gonna be very beneficial for them. Alright. This is a rapid fire. We decided to, not necessarily show, any of the sides, but just really to give you an update on some of these features, because we do feel that they are, fairly important. So our heavy job project management logs now support your, Primavera p six excuse me, Oracle p six, XER files. So that way we can, get those information, those, files included within, say, a submittal and sent over to your owner for approval. Before, we were only allowing you to send over certain types of files, and, really, what we wanted to do was to these are the files that do need to have approvals on them. So let's get them, able to be uploaded into that submittals log and sent over. We've also done a ton of work on our translations inside of heavy job web. I believe we, updated over over five hundred text strings, in order to get them across the board available for the languages that we support, that being, French, Portuguese, and Spanish. So our our translation service, is is little bit more than just a a Google translate. This is actually, somebody that, has knowledge and and working vocabulary of of languages that we want to translate, to make sure that we're as close as possible to, how it would actually be said, by those people. However, that being said, these are not necessarily construction industry focused people that are doing the translation. So, if you do have anybody that's Spanish speaking, that's that's French speaking, Portuguese speaking, that does come across something that that might seem a little odd or perhaps not how you phrase it, go ahead and get with us. I'll be more than happy to get those updated as well. Again, the schedule now supported in employee details report. We already covered that one in, pretty good detail, with Knudson. Small thing here for the iOS, field side, and and Android as well. Our profile photos are now syncing into your credentials profile. So what we found was with our recent chat edition, being able to, get your photo onto the the chat icon, in one space was not available inside of the, the credentials profile space. So we made sure to have those two profile syncs, between the, between what we have for that chat bubble and what we have for within credentials already. And a ton of performance changes in iOS for how we do our updates and our refreshes in the background. We spent a lot of time, really reviewing, excuse me, reviewing, what what our syncs are doing and where we need to have what's called a full sync, which is where we pull down all the information and a delta, where we're just pulling in the information that has changed. So it's been a lot of time to find where we can optimize that performance, really speed up, all the information getting down to the foreman to make sure that they can actually submit the, items that they do need to. So hopefully, if you've been using the latest, version of the iOS field app, you're seeing some of those speed enhancements as you go into refresh, say, your material cost code employee equipment lists. Alright. I think that is going to wrap it up for the items that I have. We have we have lots of questions that have come in over the last forty minutes. So I think we're gonna start digging in deep on those. So I think one of us drives and the other one talks. And let's, let's get heavy job pulled up. Let's get to it. Alright. So mine is coming online right now. Share screen. Alright. Can y'all see that? Yep. So lovely. When I share my screen, I can't see any questions. Not good design zone. Alright. So Ignore the red. Ignore all the red. These are demo jobs. They well, let me just go to the other side. Look at that green. Man, look at that. Three million dollars, and the job hasn't started yet. That is awesome estimating there. Okay. So let's start first. Jeff asked a question. We're using tags in our daily reports, which is working well. The problem is trying to get the information back out. For example, I'd like to have a report of every weather delay, tag for a project in a given time frame. You can see them on a diary report, but it's all the tags and not one specifically. So, yes, we do have an option there for you, and sorry that we were having issues getting you that information prior. We have a couple of different reports here, cost by tag and quantities by tag, hopefully have the information you need. I'm gonna click on one at random. Now these will take slightly longer to run compared to your standard cost code summary and cost code detail reports, but I'm gonna go ahead and run it for the last seven days. Slightly longer. Unfortunately, what it's doing is it's actually having to go into every single time card and pull that information compared to the other ones that are able to use in the summary tables. But you'll notice we have a transaction tags section right there. And when I go to it, I can look at my delays tag, and then I can see weather delay there. And I can actually filter to contains and say weather. And here it is. These are my weather delays across all of my active jobs over a certain date range. And the question becomes, if you need to filter to certain jobs, you can do that here. You can do that here. Change your date range. Set this up as mentioned before as a template. These templates are great. They're very handy. You can save them for yourself or share them out amongst your entire company. But, Jeff, that's what we'd recommend there, in this particular case, for your, tags report. And I say the tags are maybe one of the most underutilized and powerful parts of heavy jobs. So if you haven't played with those, particularly weather delay, if you have a claim day, I've set up, that we have I can claim half a day or I can claim a whole day because we weren't able to work. Saves a lot of digging and reading and scratching your head and googling what the weather was two weeks ago. If you take two seconds to, to tag that, I will say that's one thing to make sure that we're, encouraging and reinforcing our, our users in the field. Because if I only use that weather delay tag half the time, then I might as well not use it at all. So definitely want to make sure that we're, we're encouraging that, that behavior and, either sending it back so that we, we add it in or making that edit and adding it back if we need to. In the web, we call it a tag. In the desktop, it's called a note index, but tomato tomato is the exact same thing, exact same way to be able to, to dig in and, and find those and search either by the, the cost code or the diary. I'd say I've had a lot of customers over the the last couple years put pretty much all their notes in the time card. So that way, as a foreman, I'm pretty much using that one screen, and I don't really even worry about the, the diary anymore. So for me, especially if it's a weather delay, something like that, I just tag the first cost code on my time card. I'll be able to find it here. Easy peasy. Sorry about that, Matt. I was moving the screen on you. Yeah. And especially if if those tags are impacting something that you were planning to work on. Right? So having that note in that tag, later on, for any schedule claims, that'd be super beneficial there. Absolutely. Alrighty. We did get a couple of requests. One from Sarah, one from Ashley, about adding in equipment to the time card history of changes report. This is a very new report for us. In fact, it still got that beta tag there on there. It is web only customers, but it is something that I can tell that several of y'all, at the very least, are looking for us to continue to work on and continue to expand by adding equipment on there. So thank you to both of you for writing in there, and I know that John has written that down, because it's something that, that his team would be looking at to figure out how to how to get in there. Sarah c is actually asking I'm gonna go back to another one of these back to this report. He's asking, can you check to make sure that all of our report date fields are actually dates and not text when you export them? What she's referring to there is when you export to Excel, making sure that the, the date actually comes through as a date and not text. Thank you for mentioning that, Sarah. It sounds like you might have a report in mind. So if you do, you let us know. We can definitely, ask our QA team to to take a look at those and, see if they can track that down. But as you can see, our the number of reports we have continues to grow. So letting us know exactly which one will definitely help us narrow that down. Let's see. Ludmille is asking about the employee detail report. It looks like there's a number of questions about the employee details report, so I'm gonna go ahead and fire one of these things up. So first up, the additional ability to exclude rejected time card from the filter. This is a great request. And what is happening is, occasionally, sometimes people will, Foreman might submit a time card on the wrong job or date. And after it's submitted, as y'all know, it's locked into the system from an auditing perspective. And, traditionally, what's done is you reject that time card. And that will keep it out of being exported out to payroll, but it's still gonna affect your reporting whether that's costing or otherwise. And so we do recommend that you go ahead and clear the time card. Actually, go and revise it and delete everything out of it if it's been entered in for the wrong job job date or foreman. That being said, inability to actually filter to a certain approval time card approval status or re rejection status here in the filter to just make sure those don't show up. We have these on several reports or several tools like the time card adjustment tool, but it might be handy to add it to some reports too. And I know that if we add it to one, I'm gonna get we're all gonna get questions on all the other reports. But, definitely a good request, sir Limon, and something we can see about, doing later on. Other requests on the employee details report as I'm scrolling down here is would like to see the payroll processes flag field. So, Andrew, I think you alluded to this earlier, that ability to, to really turn this report into something that payroll, is is optimized for payroll. And it sounds like if someone's using this report in combination with that export to payroll, being able to to have both approval statuses and payroll processes, as in the time card's already been sent to payroll, is the time card status field on this report, makes sense. It does. Alright. Employee detail report still need separate columns for our new schedule option right here. And you already mentioned that we'd be taking a look at this. Yeah. Is that something. Yeah. Again, makes it makes a ton of sense to be able to filter down by we saw our, blank, information or, again, if just using the example that I said. Right? If you're looking for PM hours on AM, being able to filter out, for a start date before or after a certain time. Sounds good. Alright. An additional request here on this report is the ability to drill down to the time card, but not from the date field. Interesting. So as you can see and if you see anytime this is blue highlighted here, it's really nice that you can actually just click on that, and it will open up the time card, in the next tab over and pull it up for you so that you can see it immediately. A great tool to be using. Okay? But the issue comes up is that when you're grouping by date, and I just grab my date column up to the top, which is another handy tool, I lose that ability to click on the link for the time card. And so we would need some different link on here somewhere, I guess, is the the suggestion. So I don't know how difficult that is, but, we can take a look at that. Brian, you wrote in earlier. So if you're still listening, how do you inactivate all, like you could on the desktop version? I'm not entirely sure what that was referring to. Andrew or John, I'm not sure if y'all are aware of that either right now. But, in activating something that we were talking about about thirty minutes ago. Yeah. It looks like that was around the time John was talking. Could you send We will figure that out. Yes. So, Christopher is asking, would like our trucking equipment and employees not to cost to the job but still track hours and cost. Alright. So that is actually a good question in regards to how we track trucking costs at all. We've attempted this a variety of different ways in our history here at HCSS. But as a as a simple manner and I'm gonna I'm gonna try and throw something out here that Fiddler is probably going to immediately rebut. But in theory, you still wanna be able to track hours and cost. You just don't wanna pay it to the job. So if these trucking equipment employees are going on their own time cards, it's very simple. You set up a trucking job. And that way, you can still track hours and costs, but it doesn't hit the individual jobs that you don't want that cost hitting. If they're going to a time card that already has a crew on there, so the foreman is adding those trucking equipment employees on there when they happen to be on on that foreman's job, then the foreman could add a second job. It's once again a multi job time card, to allow the hours and cost to be tracked on the same time card, but not to hit the the individual job in question. Matt, I'm not sure if you have a better idea about that one. Say truckers are always tough. Generally, as a rule, I try not to have multiple people track a person when possible. If, Adam and I are two different foremen and Fowler works for him in the morning and me in the afternoon, that that'd be an exception where we just make sure that Fowler talks to, to Adam before he leaves and then talks to me, when he comes on-site and say, hey. Adam's got me until one o'clock. So you got me from one to the end of the day. Cool. Got it. Both of us are gonna have, his time in there. Right? Truck drivers that might be going to half a dozen, jobs in a day, I'd say that's a, you will eventually mess up their time if, all of us are forming now, and we're just grabbing the, the hour that they've got, for us. We could talk for the next, two webinars about good ways and bad ways to do trucking. So I'd say that's one, definitely worth, chatting with your your implementer or consultant or, or spending some time with your continuous improvement program if you want to, talk through what's the best way for, you in particular to handle trucking because it definitely varies from company to company. And weird enough and different enough that there's not a, a good one way to do it. It's definitely a discussion. Alright. I'm noticing that we actually had some people responding back to our lightning round. So Jeff was Jeff had asked about the tags report that we have here, and he's wondering, are these tags associated with the cost code? So they are. And that is one of the critical things is in order for us to get more information, in order for us to isolate them based off of a job, a data form, and then the cost code, they're on the time card, not the diary. Okay. So if you're looking for the tags from a diary perspective, generally, the text of that does appear in the diary notes. So there is a separate report here for the diary report that lets you run. And, basically, you're making a search for weather delay across all of your diary. But something that we've seen, people get a lot more benefit by being more specific about their information. Weather delay is is unfortunately one of the things that does apply to every cost code on the job. That being said, many of the tags used are are gonna apply to a single cost code, and putting them there instead of the diary does help identify and and make those easier to, easier to see. Sarah C, said her report for the dates is gonna be the safety observation report. We are gonna let our good friend Jen know. She sits about three doors down, and I will definitely make sure to stop by and see what she can do about making the dates are exported correctly when you export the safety observations report. Yeah. And and just to speak to some historical, exports there, the Excel has has changed up the way that they, they deal with our export. So it used to export fine and and a temporary work around, I think, then was to, was to make it a a, text field instead of the numerical as it was coming out. So, we'll get with Jen though on how we do it so that way we can align across the board, for the for the whole operations platform. Good. I see a couple of more requests that are really cool that we're gonna take a look at on the employee details, the ability to filter by a blank, and I'm assuming that applies to here the schedule column. Right now, you can't actually filter stuff by their by the fact that they're blank. But if you could, you could filter to just show me all the people that did not put in their start and stops, which would be a a great option to help somebody in the office filter thing. If you wanna stop that from happening to begin with, though, time card warning on matching the start and stops to the hours entered is gonna be the best option for you. That way, if they have it at the very least, you know, thirty minutes of time were entered in for one of those cost codes, by the foreman, there should be certain stops on there, if that's what your company is tracking. And just prevent the time card from leaving the device in the first place or at least warn the foreman that they that they missed it when, putting in their stuff. Might be useful to jump into the setup to show those that we have, where it would be. I'm gonna go to setup and preferences and our time card warnings. Good call, Andrew. Yeah. And so one thing that Adam said was that there's a warn option which allows the foreman to still send in that time card and then a second stop option, which is what we call a hard stop, which means until this information is corrected, we are not going to allow you to send that information, off of the off of the, iPad itself. So you'll see that there's a, number of time card warnings that we have through here. Adam, are you highlighting the one yep. There it is. If scheduled breaks are not recorded, whether you want to ignore that, warn it, or hard stop it, that would be your three options there. Fiddler, I think, this is another one that we could go in of of why each one would need to have a warning or a stop. But really think through if you would ever need to have one or the other. Example of that one that always comes up for me is whether or not a cost code has, has quantities recorded to it. So that's the one that, that conversation starts with, I'm turning it to stop. And you you gotta fight me really hard to convince me any other way, and I would a hundred percent encourage all of you to turn that one into, to be a stop. Stop takes away the send button, so I I cannot press send until I fix it. I can say that I did zero today because zero, I'm telling you, I didn't do something, and then I should put a note, say, hey. We're doing setup. We're gonna finish it up tomorrow kinda thing. But, zero is acceptable. Blank is not acceptable. So that way you know that, you're telling me zero. The quantities is what drives almost all the rest of reporting in heavy job. So if we do a bad job on the quantities, then that is the, the heap of the the top of the garbage pile of garbage in, garbage out. So make sure a, a best estimate quantity at least gives me an idea of how we're doing. A, I didn't do anything. Has no idea. And heavy job's always gonna say, okay. You did nothing. You should've spent zero dollars, but you spent five grand today. So what's going on? Yeah. And I'm gonna I'm gonna I I I'm not gonna disagree with Matt. The stop on the cost code quantities one probably makes sense. So be very careful with using the stops that prevents the time card from leaving the device. If there are realistic scenarios in which there's a reason why they haven't filled it out every time, then it's gonna be a pain for both you and the foreman, when the when that happens on a regular basis. If it's a one off that happens once a month, then you can probably get around it somehow. If it's a regular thing where it's happening weekly, just be very judicious with that stop button. We hit it originally in the desktop system. It was a triple right click on a certain word with your left foot in the air, I think, and it is now more exposed, I believe. And with web, we just sort of said, you want it, you got it. Just be careful with it. Just, you know Yeah. There could be no exceptions. If I need a meter reading from every piece of equipment on Monday, it's gonna ask me for a meter reading on the Connex box. Which might end up being zero or one every time. So, anyway, I do see there's a couple more things coming in, but I think we'll give you back a couple of minutes and close it out right now. So unless where do I stop sharing? You are sharing. Stop share so I can actually see everybody again. But thank you everyone for joining us, on this last Thursday in March. We will be back with a bigger group next time. We're we're missing, a number of people this week. So stay tuned for, for a much larger team, for the last Thursday in April when they're all with us and a couple of new faces as well. So thank you everybody for joining us. Thanks. Thank you, everybody. Team wins. Have a good one, y'all. Go after it. Bye.