HeavyJob and HCSS Plans April 2024 Monthly Webinar

We are slowly filtering in over here. Wait for Reid, and then we will get this thing started. Just long enough to forget where the buttons are each month. I think that's the real thing. We should do a weekly webinar, and then we would remember. Well, welcome everybody to the monthly heavy job plans webinar. Hi, everyone. Thank you for joining our webinar today. My name is Reid Renfro. We have a lot to cover, so we'll go ahead and get started. As a reminder, if you have any questions at any time throughout this webinar, please go into the q and a section. Ask your question there. Someone will either respond to you, in the chat, or if it's a a question we think is relevant to everyone, we'll go ahead and answer it live. So we'll keep monitoring that q and a. I'm not gonna go through every topic here on the agenda. You see we have, a number of topics and plans, heavy job, and field. We'll also have a few polls that we'll launch along the way, so we appreciate your feedback, that you can give us, at that time. With that, we're gonna start with plans, and I'm gonna turn it over to Andrew Fowler for a live demo. Thank you. So John Bradshaw is actually on-site right now, with one of you, one of our customers, and he brought along one of our developers as well. So he could not make it today. But I'll tell you that is one thing that us and the product group love to do, our site visits and really learning what you'll actually do. Matt Phil, I don't know how many site visits you've actually done, but, that's why we tend to lean on you so much for information about how our customers operate. Alright. Trying something new here. I'm gonna try to connect the, iPad directly, and looks like it is coming through now. Alright. Four eight CSS plans, we are going to start out, directly in the sheet already. So this is one of our features that, we've recently rolled out after talking, through some of you customers inside of our, takeoff class that we did, inside of the Hilton at UGM. And so what we found is that there was a particular workflow for doing takeoffs, especially for any of the subsurfaces that have multiple layers. So we have a function inside of plans today, that has existed for quite some time called an a, an offset, and I'll show that to you. But really what we did is to improve that offset to account for those, multiple late multiple layered, substructures. So let's just go ahead and get started. Just to get explain it, we're going to go ahead and run through an annotation. I'm going to create a polygon here, in this case, around this, temporary asphalt. So let's just go ahead and do a few taps here and then tap to close. Let me clear up some of my display here. I'll just move this to the side. I will choose red, and let me decrease my size of my boundary there so that way it's nice and clear. I'm just gonna spend some time right quick just to get it nice and accurate, moving over those annotations. This first feature that I'll show you for this, offset annotation is in iOS today. So this is the the latest iOS release. It will be coming out to the, website, very shortly. The work is actually in progress. Alright. So just taking some time to do all the curves and just moving around the annotations to get it nice and accurate, with the reflection within that. So again, this is temporary asphalt, but let's say as we go down into those different sub layers, we do need to have, say, a six inch offset to account for, how how far out the aggregate should be. In the past, this feature was supported. What we were asking customers to do was to copy this annotation, paste it, and put it back into the same place before performing that offset. What we've done now for you is we've allowed you within the offset menu. I'll just navigate to that with the offset option on that bottom one. The offset function still works the same. So I'll, select the nodes that's the offset is for. So you'll see as they color green, I'm selecting them all. I can press set offset. And now let me just do it inside inches here and set that for six inches. Oops. Not point zero six. Actually, six inches. And as you can see, the the, settings are still the same. The options to expand or collapse, for that offset. But now this new option down here, this create new annotation is what we've added. So now when I press done, it's going to automatically stack and create it exactly where it was with that six inch offset. And so now if I were to say, move this into a layer where I can turn it on and off, so an asphalt layer. And now I can toggle that oops. Toggle asphalt layer on and off. You'll see those two different annotations that live there, with that offset now automatically built in. So once that is done, I can then move that into my layer, say asphalt and aggregate in order to get those groups, correct. Alright. If we don't have any questions coming in from Reed, I need to switch over to, the website to continue this presentation. It's two seconds. I'm going to grab this here. I need to grab my screen. Alright. Now we are back over on the, web portion, for HSS plans to talk about the remainders of the features. What we've been working on, inside of plans has really been revamping how the upload of sheets work and looking at how we can improve that overall workflow. The overall goal being to get those sheets into the system as fast as they can both on the initial upload as well as as those revisions come in. And so we have quite a few, new items on our road map, that are planned to really enhance the OCR experience to make it really easy to get all of your sheet names correct. But the thing that we've added this time around, within our add sheets menu, is the ability to, to select the number that we're going to upload. So I'll just run through that upload process right quick. Select a document for upload. Let me just choose some with a few with this revision and get that process uploading. So this is the same process that it's always been as far as this part. We want to, make sure that it's as little as possible is changed with the overall workflow while still adding in that functionality. This is going to go through the typical upload process for plans, where it's uploading the documents, doing its OCR process in order to look at what the names are, and a few other checks and balances, getting it ready for the, iOS iPad side before it finally hits and and is ready to review those sheets. And so as you can see, we've got that, progress bar ticking across quite nicely. Some of the improvements that we've been doing is to, enhance how fast that takes. So, hopefully, you're seeing some improvements in that overall upload, time as well when you're uploading those sheets. Once we get those uploaded, we will then go to the review and publish where that next step is. Just go ahead and mark this as a version seven. Choose review all. Now within our sheet naming options up here in rename sheets, the new option, that we've introduced is the ability to auto increment and to start from a certain value. So this is something that, we found that our auto increment system worked well whenever you did it for the first sheet, say, in estimating. But as you wanted to add in more all throughout or you have different sheets from wherever, it's really useful if you can just restart that auto increment from wherever. It's the way that it works. If we add in any leading zeros, it will account for those as well. So I'll just do zero zero one, for where to start. Our audit increment, our default was, I think, four leading zeros. So we do account for that. So just zero zero one. Or if if you have that sheet that comes in as revisions and starts at ten, whatever the case is, get it there. I'll start with ten for this example. We'll see. It says I press that. We'll then have that ten, eleven, twelve, and onward to go ahead and get that sheets the name to expect, when you upload that system. Again, we have a few other improvements coming through here. The the next one that we are planning really for this one, what you'll see is, a lot of times, those sheets, like this one is not ten or eleven or twelve, and so we may need to auto name those ones. And then once we actually get to the sheet number to choose to start from sheet eleven in this case, on those revisions. So lots more improvements coming through to really make it where we can get those sheet names correct. And last but not least, this will be a quick one, before we get into our heavy job world. This has been one, for quite some time that has bugged quite a few of our customers using, the, both sheets section as well as file section inside of, HCSS plans. Really, it's it's very simple what we're doing. We are now saving how you are displaying and opening up your sheets, and folders specifically inside of plans. So as an example, all of my sheets are currently collapsed. But if I were to, say, open up traffic control as well as general and keeping the rest collapsed. Oops. And the same for our file section. Again, just opening up a few here. What we'll see is that I can navigate out or I'll even, do a refresh here just to clear out all of the the data, that we would would happen for. In the past, maybe you would come back into this screen. What would what you would see is, those sheets would then be back to our default, which I believe was to, have them all opened up. And so now we can see as we get down into this section, they are still closed. And inside of our file section, these are still, in the state that we left them in. So, hopefully, that's just a nice little user experience there to to improve, your overall workflows and make it really easy to use HCSS plans. Alright. I will go ahead and stop sharing, and I believe we're gonna turn it over to John Knudson. Before we do, there were a couple of questions as Excellent. Getting loaded up there. So, Andrew, Noah's working with somebody someone's working with someone on the OCR updates. How is it doing in terms of reading on the plans itself? How is that going with the OCR stuff? Great question. So that is one of the improvements that we have slated, for this OCR that I mentioned. It the the OCR works well. What doesn't work well is is our ability to say, hey. What's the actual correct name here? And so we are going to ask you for a little bit of user input, in order to get that. And, basically, it's going to be a prompt on the screen that says, hey. Where is the name at on this screen? Pick it out for us, and that's where we're going to look for all the subsequent sheets. So that way, if it exists anywhere, on the plan sheet, you'll be able to basically draw a box and say, this is where the name is, and then we'll get that name correctly. So on the road map, we plan to get that rolled out. It'll be really exciting once we get there. I know that's is there's a reason why we're working on the screen right now. Cool. Well, then the only other question was a probably a request for the potential to add subfolders inside of the file tab. Yeah. That's a great one. So back on to the the file section, looking at how how we organize documents and and what that means. I will say, it's a big investigation for us right now and not just how we do it for HCSS plans, but really, an operational approach. So Adam's been, diving into that with me as well. But just trying to figure out what it means to have files across an operation suite, not just, sitting inside of HCSS plans. So, hopefully, more to come, and we'll we'll, be able to, get you some more answers on that, hopefully within some upcoming webinars. Alright. So speaking of plan stuff, we are always looking for ways to, integrate our different pieces of software to, together better, find different ways to share information from one platform over to the other, and just really have kind of a uniform unified platform. One of the ways that we did this recently was to bring any photos taken in within HCSS plans and bring those into the photos and docs tool within heavy job web. So plans photos are now shown within the actual tool. You can kinda see, an example of that tool on the right hand side there of the slide. We've also got some other places that we are planning to add this in the in the near future. So keep an eye out for that in the, the daily digest, the daily report, and also within, mobile photos and the mobile daily digest. So we're really excited about having more integration in that area. Alright. We also added a couple tweaks to some of our, recent larger features like the time card history of changes report. So this one, we we heard some feedback from you guys, and, you know, we were happy with the, you know, date picker, the job picker. You know, this is a pretty detailed report used for payroll auditing, different things like that. But then once you got down to the foreman section, you may not always know exactly which foreman were on those jobs within that date range. So, we added the option to go ahead and just toggle on all foreman. That way, if you've got your date, you've got your job, it'll go ahead and pull all the data in, within that range. We did get some feedback on the job level too. We heard a few of you guys asking for all jobs or active jobs. So, if you guys have an opinion on that, throw it in on the chat. I'm I'm really curious to see, you know, if this is the type of report that you run across all active jobs, because it does have quite a bit of detail for each time card. So wanted to see if that would be useful or if that would, you know, generate more data than than you needed for that particular filter. So let us know if you've got a strong opinion about that. Alright. We also adjusted the one of the filters in the time card adjustment tool. So same idea here. We have this really powerful tool. It's pulling in a lot of data. But we've got some of you guys, which, you know, are divvying up work by pay class. Maybe you've got union, restrictions when it comes to overtime rules, certain types of time card adjustments. So we wanted to be able to allow you to, really hone in on a group of data within that time card adjustment tool. So that way when you run that overtime tool on that dataset, it's really only changing that group of employees. So, one of the first changes we made there was to filter that by pay class. Keep an eye out for some other changes to that filter coming up soon. I believe accounting codes is going to be next, because that's another area where we've seen a lot of customers make distinctions for different union pay classes, different groups of employees that might have different overtime roles. So keep an eye out for that. Alright. I'm going to attempt a live demo for this one. Fingers crossed. So give me one moment to share my screen. Thank you, Fiddler. Okay. I think it's working. Alright. So, we've been making lots of tweaks lately to some of the different reports, you know, just taking the things that you really liked about heavy job web already and just, you know, finding ways to make that more powerful, more suited to your workflow. So I've got this pulled up as my template for attendance report. Be sure to check into the the use of templates for these type of reports if you haven't really dug in on this yet. Some of these customizable reports like the employee detail or the equipment detail report, just really show their strength when you have the ability to use templates. You can basically customize your own reports based off of the large number of columns available here. This one's set up in maybe a different way than you might use, but really just to kinda show off the new columns that we've got here. So you've got your typical date, foreman. Keep in mind from this report that you can link directly to the time card. So if you notice something out of place and you wanna make a change, you can do that really quickly from this report. One of the things that we heard feedback on was for job tags. So this is something that may, you know, cause some repetitive information within certain types of reports. But, you you know, along the same lines, what we're talking about with those other filters, we have folks that are using job tags to show which jobs are prevailing wage, you know, which jobs may have different types of pay class distinctions that you need to be able to see in this type of report, this type of cross job report. So, you have the ability to pull in different job tags now. I just have one set up here for PM, but you can pull in as many as you like. We've also added the schedule section. So pretty, self explanatory here. We're actually thinking about changing this to start or stop times to make it a little bit more clear, but you can see your shift, lunch, meals, breaks as well, any of the scheduled data you have on there. Next step here is to break that out into individual columns. That way you can filter down by, you know, hey. Who's taking a lunch? Who hasn't? Those types of different things. Okay. So over here on the right side, I've got, you know, my regular hours, overtime hours, all hours. Okay. This is, you know, stuff we're used to seeing, but we've also got some more distinctions here with worked hours, total hours, and excluded hours. So this is for the folks that are really, digging in on their non work hour codes. These are basically codes that you can add to time card hours to show a distinction between hours. So maybe I had, you know, eight normal hours, but then, within that ten hour shift, I had two hour two of those hours excused for an absence or, to go to a doctor's appointment, head back to the office, whatever it is. If there is a a pay distinction there, a cost distinction, a, you know, distinction in the calculation of the total hours, all that can be accounted for within HeavyJob Web. And so, we have these, you know, data points that you can pull related to those hours. The point here is, without going into too much more detail, is that we've added more columns that show kind of the combination of those. And since it can be a little confusing between what is all versus total, versus worked hours, one of the things that our developers also added was hover overs that will show the exact breakdown of how those hours work within the reports. You know, same thing with our non worked hour codes. Some of these codes may mean different things across different business units. So, we've also included the description there to make that more clear for you for users. So, you know, that's part of the reason why I named this template what it is. You maybe this is a report template that you could, you know, start incorporating in your business, find a way to say, hey. Here's a report that I've customized based off of my nonwork hours, something that I can use to really, coach my office employees into understanding this concept more and finding ways to really make sure that those hours are logged correctly on the time cards so that our payroll is as accurate as possible. So keep an eye out for those new columns. They're all under the column chooser here. So explore that. We've got tons of options here that you can select from, customize this report the way that you need it, and then save those into it. So, be sure to let us know if you got any any more feedback on that or any questions about some of the changes we've made, some of the upcoming changes that may be coming along with that. Alright. With that, I think I'm gonna turn it over to Britney. But not yet. Oh. So handling a cup have any questions. I hope y'all can I hope y'all can hear me? But, a couple of questions there for you. One, is they like it so much they'd like you to add some of those filters in the safety. So we'll just write that down and and mention that over to our safety team. Anne's asking, how do you normally print these reports? Because she's normally using just, you know, right click on the mouse and then go into print. But for those grid based reports, is there a more professional looking way of doing that? There is. So, right there on the upper right hand side where I had the column chooser, there is an option to export to Excel or export to PDF. We've actually got some upcoming changes, as well. The Excel format looks really nice. You can get it down into Excel, even adapt that a little bit more to the way you want it to look to print out. But, for the PDF report, we realized there's a lot of columns. It gets a little bunched up, so we're looking at ways to, expand that and make it look even more professional for different sizes, whether you're printing that out to paper or printing to PDF and emailing it over to, maybe a stakeholder on the job. Sounds good. Next question is from Julie. Is there a, way on the signatures report to indicate whether the signature was collected using my field or using the Foreman's iPad. And the answer to that one is gonna be no. But maybe we can do a poll at a later time to see if that's something that people are interested in doing and whether or not they're actually how many people are on the webinar actually doing signatures, which is always a good thing for us to know. We know it's not everybody. We know that it's very popular in our, more coastal states to put it the best way possible. So, anyway, there were a couple more questions that might be fun to, just demo live towards the end. So we'll start prepping for that, but hand this over to Britney, to continue on. I would say ocean states may be a better description of it. I mean, there's a lot of the Gulf Coast that, Yeah. The third coast. The third coast. We don't see a lot of signatures necessary down here in Texas, But that's that's a good way of pointing an interrupt. I do apologize. Alright. Well, thanks, guys. So you guys know what I'm about to talk to about since I've been talking about it the past couple of webinars. So potential change orders is what my dev team is currently working on, and we've made a lot of progress. It's really exciting because, I have to actually update these slides pretty frequently because that's how many changes our devs are making. So, if we wanna get right into what we're actually doing, what we just did was update, the ability to link a cost code to our PCO. So in the next slide, you'll see some screenshots of what that looks like, and we, this morning or yesterday, just released the ability to link plan sheets to our PCO. So if you're a plans user, you can associate the drawing with that PCO. Now for people that haven't been here regularly, if you're like, what the heck is a PCO, and why would I use it? A potential change order is, another way of saying change tracking. So if you've got an established scope with your project owner and maybe it's in a contract and all of a sudden you're running into unforeseen conditions or maybe, your project owner is asking, hey. Can you do me this favor? We're helping a way to track all those things so you can make sure you get paid for them. So that's that's what we're trying to do. We're trying to package all the relevant information so that you understand what happened with this change. So associating that cost code, the plan sheet helps you understand that scope better. What we're working on next is going to be connecting heavy job project management issues to PCOs, so we'll talk about that a little bit more. And then, based on the poll last time, we swapped some stuff around, and we're gonna actually start updating the budget and connecting that to PCOs sooner than we planned to. So thank you for your guys' feedback. So, and then there will be a mobile component as well. So just to take a deeper look into what we got going on, Rita, if you don't mind hopping over to the next slide. This is what it looks like now to attach cost codes. So once you are creating a PCO, it's gonna be specific to a job. You can go ahead and grab the cost codes that are going to be impacted by this potential change order. Now we are going to be working on this so that way when you're adding a cost code due to a change, you can actually create a PCO in that workflow. So this is this is one end of it. We're gonna actually complete the circle and go to the other side of it. And then if, go to the next slide, this is, where we got a little view of how we are allowing, our plan sheets to be associated. So if you are a plans user, you can easily grab whatever plan sheets and then see that list of related documents. Both these information pieces of information will be sent to mobile so that your, foreman or superintendent could see the relevant information due to the scope change. So before we move on to the next one, I don't think we have any PCO questions. So, I do wanna shamelessly plug if you are interested in trying out this feature. It is in beta, and so it's not available to everybody. But if you are interested in it, you can, always send me an email, and I will get you access. Also, if you have been using it and have feedback and wanna share that with me, I would love to hear that. So that way, we can make sure to, adjust our plans to best fit our customer's needs. Alright. So the thing I said that we are going to be working on next is connecting our issues in heavy job PM into potential change orders. And so I I wanted to talk about issues a little bit, just to make sure that you guys are aware of what those are. If you're like, I'm interested in PCOs, but I don't really know what the heck this issue thing is. So what we hope issues are for you guys is an opportunity for an issues to feature, not not the problem, is an opportunity for your, your field and your management staff to identify problems, whether it's like something wasn't installed correctly or I think we ran into an unforeseen condition and we need something we need some action taken. It's a way to quickly elevate those problems and and do something about it. So, if the problem arises in the field, your foreman can actually create the issue from their iPad with our feature called project controls. They can describe the issue, attach photos, and then if a manager favorites that project in heavy job PM, they can actually see an update and, there's like a little bell icon and update saying, hey. This issue was created, and they can take action. There's a couple ways they can take action. Today, they can take that issue. They can respond to it so the foreman can see on their iPad that, managers response to it, or they could go and elevate it to an RFI so that they could send it to their project owner and say, hey. This is an or this is unclear for me, and I need you to clarify the scope so you can send it to the project owner. And what we're doing next in our potential change order project is allowing you to take that issue and actually turn it into a potential change order. So maybe you see this problem and you're like, oh, I need to get paid for this. This is something that's gonna impact my bottom line. So that's that's the cycle we're hoping to support. So it's a both a mobile, a field feature, and then a office feature on heavy dub PM, which will connect into our PCO log. But I am kind of curious on how many of you guys are using this feature, the issues feature today, or whether or not you know about it. So, Reed, if you don't mind launching that poll Yeah. Should be live now. Thanks. So if you guys see it, I'm curious if you guys know the feature. If you don't know, oh, man. It's exactly what I suspected. Or if you do use it, who's using it? So we'll we'll let this run a little bit. I think Matt's pro tips are gonna be issues related over the next couple of months. I think that's a freebie. Tags are a really good way to be able to, to note things. I hope all of you know about tags, and at least a good chunk of you are are using the, the transaction tags because it's a really easy way to say you have an issue. I'd say this is kind of the next level way in the software. That's that's the quick and easy button that's very flexible to do lots of things, but this is a way, more specifically to, say we've got a problem and then keep track of that thing instead of it being buried in a, a comment from two weeks ago, and I've gotta have on my, my little side HCSS notepad, saying what I need to, chase down this week and follow-up with. Alright. I think we have our feedback, so I'm gonna end the poll and share the results. Britney, can brief discuss. Yeah. I think Andrew wants to chime in. I I would be remiss in talking about issues, today, especially if I did not also mention that, issue reporting is also available inside of HCSS plans, where you can actually, say, draw a cloud annotation in order to identify, where that issue is. Right? Because there's the two things that that can lead to there'd be more than two, but but, two primary ones being something, going on with the site condition or something on wrong with the plan set itself. And so having that issue reporting inside the plan set itself allows you to get that workflow from identification from the foreman, using, say, location services to know that that there's a mismatch between site conditions in the plan set up into the project management's hands off to the RFI, get that revision back into the system, so that full loop is is supported there as well. Thanks, Andrew. Yeah. So if you if you have heavy job and you have plans especially, this is a feature that is, is potentially at your fingertips, but you might not know it. And so then the next slide, if you don't mind, heading over to the next slide, Reid, is a little bit of a describer on it. So now this is more aimed to our, admins here, but there's a couple buttons that have to be turned on for you to see this, feature that we're talking about. And one, if you're an admin, just know that the buttons that you see on that right side do affect your billing. So just be be certain what you're clicking on before you click on stuff. I wanna disclaim that. If you're unsure, talk to your salesperson or, call support. But, what what you can do is you can go to credentials. Go to your subscription groups. You might have a subscription group called project managers and maybe foreman or something of that sort. And if you're looking at your field based people and you wanna give them mobile access so that they can create the issue on their iPad, that project controls option that's highlighted right there in that screenshot, that will turn it on for your foreman. I will say, if if you're wondering if this is gonna cause billing issues, project controls, if that foreman has a time car card already, is not an additional cost. Same thing with heavy job PM. If your project managers have heavy job web already, it's not an additional cost. If you're uncertain on how to turn this on, but you really wanna turn it on, just call your sales rep or your, customer success person. They'll make sure that you do it right. But this is at your fingertips, and it's it's not an additional cost if you're already a heavy job web user. So, feel free to check that out, reach out if you have questions. But I wanted to share this with y'all since, it's gonna plug really nicely into our potential change order project. And I think, you guys could potentially close the cycle, with this feature that already has been existing in HeavyJob. So I don't know if there's other questions or if anyone wants to add anything on, issues, but I do have a quick poll unrelated that I'm gonna dive into. Does anyone have anything they'd like to add on issues? Let's say for the, subscriptions, all those checkboxes that Britney had up, if you check one or if you check all of them, the price doesn't change. It's not like, oh, that's seven. Well, that's a a different one for that seventh checkbox. It's one once you're in there, you're in there, and you're good to go. Thanks for adding that, Fiddler. I always I know, like, some people see that screen and they're like, uh-oh. I don't know. I don't wanna once those dollar signs come up, it kinda scares people, but it's that one project controls is free if you got field. Heavy job PM free if you got web, so why not? So the next thing I wanted to talk about, we at at HTSS, we have a hackathon type of event where over a weekend, we focus on a problem and we try to solve that problem and present our solutions. I worked on a problem, but I wanna confirm it's a problem with you guys. And so we got a poll, regarding, crew planning. So I think, you've already launched it. Right? Yeah. So everyone's answering it already. So I I would assume everyone here crew planning matters to you. So we're curious. Do you have someone in your office that's planning your crews, assigning your crews to all your jobs, or do you have somebody in the field managing multiple crews per meeting? Or do you not plan? Hope hopefully, you have a plan, but, you know, we could all be at different stages in our business. Oh, sweet. And then the next question that's launched, if you guys didn't see, is to what level of detail are you assigning cruise to a job or are you assigning cruise to a cost code? Are you getting really specific? And the reason why this comes up is because where I worked previously to HCSS was I I, participated in this thing called, lean construction, which is like a philosophy we believed in, and we did pool planning meetings which followed that. And I'm curious if any of you guys also do something similar. Give a five second warning, and then we will end the poll. But thank you all for participating and answering. Done, and I'll share the results. Kind of a mixed bag for across the board. We'll do lots of different things. This is awesome. So this is just gonna help influence us if we decide to do anything with the idea I was talking about. So thank you, guys. And we might even show the idea that she worked on over the weekend at some point in a future webinar, just as show you just give you a give you an insight into very faraway programming that gets done, over the weekend sometimes, during fun stuff here at at HDSS. I don't think it's comes to a shock to anybody out there following, current technology. The theme was AI this year. So, it was a chance for our developers to really dive in and and start, playing around with some of the the technologies that exist out there today, both in terms of the generative AI that that's making all the buzz where it's basically the the chat functions, the Copilot that we have today inside of heavy job, as well as, some of the other, technologies, supervised learning, being one of them, scheduling, things like that. So pretty pretty interesting stuff. Hopefully, we can, start diving into a little bit more, here in the future. Adam, do we wanna pause for questions? I know that a few came in, or do we wanna wait till the end? Let's go ahead and push through since we're we're we still got some stuff to show. I think we'll hand it off to Cassie. Hey, guys. I'm gonna cover the mobile section today. So for Android, we had a feature change to where we can now change the date on unsent time cards. So we realized that some users may create a time card, and maybe you made the wrong date choice. But now you can if you see in the full screenshot here, in the past, you could just copy or delete the time card. But whenever you hit the edit time card selection now, you have copy, delete, and change the date on the time card. Now when you click this button, it'll pull up a little calendar, and you can choose whatever date you want to change this, to and then make whatever additional changes you want to this time card and then hit send. So that is what this little feature is. And another item that we are working on, working on a lot of safety items this month. So if you would like some safety updates, you can see their webinar. But we on, meetings and forms, we now have the ability to share PDFs. So this is a little screenshot just from the plans, section on the field app. So I clicked on a PDF that I had in my library, and then, you can, hit the little triangle button at the top, and it'll send it. So now you have the option to share your PDFs on the mobile. Some other items we have coming up, this is for iOS and field in general. We have some continuous improvements for the web conversion tool and process documentation. We also are And we Is that go ahead. Yeah. Just a little bit more on the web conversion tool. So this has been something that we've, continued to to invest in in terms of how we get our desktop customers up into the web. There's a full, process built out around it. It's it's, we we really want to make sure that, you're being taken care of the entire process. So if it is something that you're interested in with, what we have today, our customer success team, your your customer success manager is your contact, for that to understand exactly what it would look like, any of the gotchas that that could be, and really to qualify or disqualify you, if it's ready for you at this time. So, just wanted to mention that we've been doing a a ton of more work on the development side to make that as seamless as possible. Alright. Should I just go and run through these, Kathy? Yeah. Go ahead. Yep. Alright. Yeah. Next item, on the, quantity adjustment tool, we, were previously filtering out if you viewed inactive jobs the the true up quantities. So that was just a quick correction. It should not affect a lot of our users, but I just wanted to make sure that, that this was known about. For some of our, coming soon items, pretty excited for some of these. Just wanna get these out in front of you to start thinking about them. HCSS plans and HCSS filled iOS, we've talked about this one in the past. We're really now at the the finish line here for this project. So very shortly, we will be in the Microsoft Intune store, for Microsoft, overall. And, for a background of what Microsoft Intune is, this is a mobile application management software, which is different than a mobile device management software. So this is on the IT side of of the business, right, of actually managing not just the, the applications that are installed on the device, but what the applications can do. The reason why Microsoft Intune was chosen for this is because you can enforce a lot of the restrictions around, how how the application is encrypted and the data in the application is encrypted. So we take something like ACSS plans as an example. Let's say that you're working on a critical infrastructure. This is where you can actually ensure through the Microsoft Intune settings that the encryption is going to make this as secure as possible. If so that device gets stolen, it's jailbroken, if it's locked, it's anything else like that, that device is going to continue to be safe. And all the information on HSIS is filled as well with the integrations, with the photos, with everything that goes back and forth between it. You can absolutely ensure that it's as safe as possible using those settings. So if you do have any questions about it, at the end of the process, I really it's going to be available inside of the store, inside of Microsoft Intune to download it and to support it there. But if you have any questions about it, feel free to reach out to me. Looks like, I managed to get, coming soon, the document control process. We'll skip over that one. We have a a fun issue with desktop. I say fun. Unfortunately, just with just almost it's been it's been a long long time issue that we were finally able to get resolved, where some of the multiple deletes on a job into clearing from the clearing the data from the, cloud, was not, essentially allowing all those jobs to be cleared. So what we've gone back and done is to make sure that all of those jobs are being deleted. So if you do are in the process with the, say, a support call, you need to clear and rebuild multiple jobs from the desktop. We're, within, I believe, this week is the release. We'll make sure that all of those jobs are getting cleared out, to ensure that all the, information is accurate between those two systems. So, really, it came back down to whenever you were working, say, with a training job, you need to clear it up from the web or working with support in some sort of fashion to make sure that all of the information is now, matching between those two systems. A minor tweak, but one that I think, also came out from UGM, we'll be doing a title change here, inside of submittals. Britney, correct me if I'm wrong. Is we did change it to assign to, or was there a different thing? The term is assignee. So that way, no matter where you are in your contract structure, no worries about accidentally calling someone the owner if they own the project. We got that. Uh-huh. Yep. And we did that to we chose that wording to match what was in the RFIs as well. So we just wanted to, one, make it where just like Britney said, if it's not the owner and they need to approve a submittal, let's let's get the the more generic term to to account for all those capabilities and possibilities in there. John Knutson already mentioned the the pay class, filters, that this is specific to the web. Sorry, to the iOS side of it. Let's go ahead and go to the next slide, Reid. Yeah. So this is going to be hitting, iOS very soon. So this is a few changes, that we are implementing inside of the pay class, filter option. So we can see here, I've already gone and added in that employee into the time card, and I select them. And then I'm selecting to choose the pay class on the screen. Another thing to note about this time card here is that we have, two jobs on this, from our, developers, the alpha card and the delta card. Looks like it's a Greek Greek letter themed jobs for for this demo today. One thing that you'll see is we actually changed the wording to be clear of what this actually does. I believe it was, show zero dollar pay rates or something similar to that. But now we made it very clear that if that show all button is toggled on, you are seeing all of the pay classes that are going to be exist, in inside of your, pay class library. Whenever that information is toggled off, we are going to remove any pay classes that have a zero dollar rate set up inside of heavy job web. In addition to to, the work to remove those options and to clear up the term, that is also supported now for our multi job time cards. Building in the logic for how we actually show which ones are zero, basically, if any of your pay if any of your jobs, alpha or delta, have a dollar amount on a pay class, it will show up within this list. If it if it's zero across the board, then it will not show up in this list when that toggle is turned off. Super handy if you have prevailing wage jobs or Davis Bacon, the worst kind of bacon. Well, maybe tofu bacon's the worst kind of bacon. Or, you work in a bunch of different areas, so that list sometimes can get long depending on the way you, you have your accounting system set up. This is a really nice easy way, to make sure that we're picking a pay class that makes sense for the particular job that we're on. So a little bit of work to make sure that we have those zero rates in there, but about as easy as you can, make it. If you have DIS, that would be able to pull those rates over, and you don't have to think about it because it's already in accounting, and gives you a really easy way to make sure when we're when I'm changing somebody's pay class to be something else, I'm looking at a list that makes sense and is valid for the, the particular job I'm on. And for the amount of time we went back and forth on what the heck do we label it, I can't believe it took us many many I won't say how long, but too long to what if it's just show all? Too too many conversations over chat to to decide on show all, which is the simplest thing to do. My suggestion would have taken up the whole screen. So I like show all day. Alright. I think we are wrapping up here, and we are going to move into our q and a portion of the webinar. We are. And while some of our guys get ready to, be displaying a few of the answers to some of our q and a, I would like to, mention to to those eagle eyed observers who are with us each month, that Cassie is back. She had a brief hiatus. She was working on her own little private project, took nine nine months to bake, but we're glad she's back now. And, maybe she'll you'll be able to bring little Freddy onto the, onto a future webinar. Also, we'll say that next oh, I'm sorry. Oh, I was like, if that's what y'all would like, I would definitely do that. And next month, we will be adding another member to the team, who will start very soon as a heavy dev TPM, although, technically, been doing the work for a little bit already over the last couple of months. And so very excited to have Anil joining us. Many of you know him from his, days, which are now behind him in support now that he's joined the product team over here at HCSS. And so he will be here as well. Alrighty. So let's get to the fun questions, which are continuing to come in. So scrolling back up to the top. Alright. Britney, we're gonna give you the first two questions, and then John will get the next two that are dealing with reports. So when sharing resources, is there a way to show that the user that an employee has been used in logged hours by two separate foremen? So Yes. What report would you go to for that one? So I'm actually gonna I'm gonna share a screen real quick just to show you where it's at. Screen eight three. Alright. And not this one because this one's for my next one. Alright. Let's see. Can you all see my screen? We can. Nice. Okay. So where I'm at right now is I'm in heavy job, obviously, and I went to request. When I go to request and I create a new request during a date range, I can actually go to an exceptions report to catch any common gotchas. So if you wanna know if someone maybe was duplicated, maybe they changed crews, and you wanna make sure that they didn't get eight hours on both crews for one day, they're a hard worker, but they didn't work sixteen hours, that employees assigned to multiple foreman for the same day, that will be able to provide you that information. We still or we also have that for equipment if you're concerned about equipment being double dipped as well. Now I know, there's interest in an alert. I will say that this is something you gotta go in to check. It doesn't, know to send you that information in advance, but that is that's a good question for us to think about. So thanks. Do you want me to dive right into the next one? Yeah. Go for it. Okay. Sorry. I I'm don't know how to use Zoom well enough to move this thingy at the top. I don't know if you can see that. But for for, the next question, how did or maybe not that one. Any update updated plans to add bill codes, for Spectrum accounting? So so it sounds like Spectrum has a very specific accounting code field that you need. And so, since all our customers have so many different accounting systems, we have one way to maintain a little bit of flexibility to track the information pertinent to that accounting system. So I went to set up right here, and then I went to export to accounting right here. And if you need something called bill codes, which unless Fiddler off the top of your head, you know what bill codes pertains to, you could find any of these fields that feel closest to bill codes. So maybe if it's pertinent to a job or pertinent to your company, and then you can apply, whatever sees fit. If I choose, let's say I choose we'll pick state code. Although, I'm assuming for this person, that might not quite make the right amount of sense. But, we pick a field, and then I can name it to whatever makes sense in spec Spectrum. So this is my bill code. And now if I save that, and in my accounting system template, let's make sure we're all good. Then I will go to my setups for my jobs. Open that. And I should have a new accounting code option for my bill code. Bam. There we go. So, we got a little bit of flexibility. I showed you that really quickly, and you might be like, oh, that feels a little close, but not quite. Feel Feel free to call our support team. They can help you out with that. So I think those are the two questions I've got. I think I might hand it over to John now. Yeah. So, John, if you don't mind getting your stuff set up to show those reports real quick. One question did come in from James. An additional question, Britney, is export to payroll. Is that a module I have to add? So what Britney was showing is the latest and greatest of export to web, but many of y'all probably are using one of the not so latest and not so greatest versions or export to payroll. So you're you're welcome to attempt, for hybrid customers, you're pretty much using what's available in the desktop system. For our web only customers, you have the option now of using what Britney just showed, which is the the newest, web based export to payroll. Both of those export to payrolls have an exceptions report built in, and it's pretty much the same list. Our hope is that you're kinda catching it throughout the week. You see, that somebody worked for twenty four and a half hours in a day, and it's like, well, that's not quite quite right. So I did have a customer ask one of the you fill out your time card. He says you work twenty four and a half hours in a day. He's like, oh, I worked through lunch. It's like, but that doesn't okay. So in the export to payroll, there is that exceptions report. It's the find the weirdos report. So you hopefully can catch most of it with your eyeballs, and you see, oh, okay. Two people double reported this person, or I know what's going on there. But it's anything that you might not have caught throughout the week or doing your final double check. Show me anybody that worked more than fifty hours in a week. It, it very well may be true, but I wanna see just so I can get eyes on them. Show me anybody that worked more than twelve hours in a day. They might have had a long day, but I wanna look at it again. So it gives you an easy way to find all those without having to, to dig through that, all the other payroll reports. Alright. So, John, the question for you is, how did you get the subtotals to show up like they received for Alec Pasquale? Yeah. So these gray hours, they're kind of a, a result of the sort by or pivot feature of these reports. So you can see I've got this. It's kinda, you know, doesn't necessarily grab your attention. But if you look in the upper left of the report, you're actually able to take different, column headers of the report such as name and drag that up here. So if I don't have any, you can see there's some great text letting you know that you're able to do that. My subtotals went away, but this is basically for those of you that are familiar with, like, pivoting and Excel reports. This is basically a way to do same thing. You can actually sort by different elements of the report. And in fact, you can do it by more than one, element as well. So depending you know, there's some, like, hours that just don't make sense to sort by. But as long as there's vertical fields, you can drag those up, and put them in order. So I might have code, job, different things like that that I'm, sorting by, and you can also adjust that order. So, for each one, it gives you subtotals. You can, expand or collapse those, and that's kind of what these, buttons over here do as well. So you can get your sorting set up, then collapse all of them, just kinda take a look at the detail that you want or focus on the on the subtotals there. So really handy feature. Thank you for bringing that up. We had another one about kind of, you know, similar to, another Excel feature, the freeze headers. This is one that we've heard before. It'll take some investigation to see if the types of reports that we use will allow that, but, I think that's really useful, especially for you guys that are pulling in a large date range, you know, scrolling up and down in the report. I definitely see the use there of of having those those headers available. We also have one more question on the side asking, if this dog is wearing a T shirt, and, yes, he is. He has really bad allergies. This is Lenny. If you remember from the October show, he was dressed up, but, he's itching really bad, so he's got his excavator T shirt on to help him from getting his little hot spots there. So just in case if you're wondering if there was construction based T shirts and dog sizes, the answer is yes. So I think that's all the questions that I had, for me. That that was in the chat, actually. Somebody was asking about that. There, there were a few requests. So stuff that we'll keep in mind is the ability to filter out null values on reports, the ability to sort cost codes on the time card by pay item, and then, the desire to bring over the desktop cost code one of the desktop cost code reports. So definitely stuff that we can check out and and get back to y'all. We're running a little bit short on time, so but those are some good requests, in addition to Anne's request of bring Lenny the dog on to the webinar more often. Yeah. He's he's all making us look bad right now. He is. So, Andrew, there were some, I think, that you wanted to to answer, regarding setting up alerts for issues and then the pay class pay adjustment options on there. Yep. On the first one for the alerts from issues, as long as you have that issue starred inside of project manage sorry. As long as you have that job start inside of project management, you'll receive issues as those new ones come in. That star will also allow you to receive notifications whenever your submittals and RFIs change status. So that way the idea is that you as a project manager in heavy project management are receiving timely alerts based upon things you should be taking action on then. So hopefully, that's, will get that workflow done. Just start the job, and then you'll be able to even filter down by that list and and go from there. For the other item, the question was for doing the same filtering options, for cost adjustments inside of the iOS, time card. That is on our road map. It is currently work in progress, to get that rolled out. So it was able we were able to do the, pay class options with the data that we had today. We had to do a little tweak on the back end, before we can make that a reality. So it is coming, next, in terms of the ability to filter down, those cost adjustments whenever there is a zero value. Sounds good. Hal was asking, can you assign two different pay classes for an employee, local wage on one job and another for prevailing jobs? You absolutely can, Hal. Yes. In your particular case, I think y'all are still rocking our hybrid system, which means you would do that within job setup, on the desktop for each of the jobs. For the web, you can do it within job setup or within the employee setup and go to the job tab there and identify which you want the default pay classes to be for each of those jobs. And then I still see some questions, but I think we're wrapping it up. We're gonna close with Keith's question, which is what is the easiest way to access past webinars on the webinar website? We know that it's not the easiest, but it is something that the team is working on our our LNS team, our our HSS academy team on making the webinar's website a lot easier to access and preferably put them in date order so that they're just I mean, if anybody wants to go back and see what we look like six years ago when we started this up, they're there. They are. Good to see. We yeah. Some of us look the same ish. But just a reminder, we we are here every month. Last Thursday of the month, ten o'clock central. So for those of you that are joining us and there's Freddie. He has not been here every month, but he might be look how. Thank you all for sorry. I I can't stop laughing. Thank thanks everybody for joining us. It's it's been a fun hour, and we'll see you again next month. Thank you all. Thank you, everybody. Nothing.