HeavyJob and HCSS Plans May 2024 Monthly Webinar

Hi, everyone. Thank you for joining the heavy job and plans webinar today. We're gonna go ahead and get started. It's our monthly webinar for May. It looks like there's a few people still rolling in. My My name is Reid Renfro. I'm the product marketing manager here at HCSS. And we have a number of updates for you on new features that we have in plans, new features in HeavyJob. We have a few polls that we wanna get your feedback on to see what, we can do to help make these products work better for you. Lastly, if you do have questions, please use the q and a feature. Please go in there, ask your questions. We have a number of people on the call who will be monitoring that. We'll respond to you either in the in the q and a section or pause and answer the questions for the group if we think, it'll help pertain to everyone. So with that, let's go ahead and get started. We'll go over the agenda real quick. You can see we have a number of updates on plans, that that John Bradshaw is gonna cover. We also have some heavy job features, few new field features, then you can see the polls will ask about scale indicators on plan sheets and then get some some opinions on what's the most important tasks for your foreman to complete. So with that, we'll get started with plans. And, John, go ahead and take it away. Hi, everyone. I'm, John Brad. I'm the technical product manager for, HCSS plans, and I am, I am very excited to, let you all know that just yesterday, we released a couple of new features when it comes to drawing, drawing annotations. These are set size set size annotate set annotation size and alternate shapes for count annotations. These are available right now both in iOS and web. And on yeah. There's, next slide. And then this is for the, this is for the alternate count shapes. So since they're all kind of in that same location, I am gonna go ahead and show y'all, show y'all how to use them, how to, in in how they work. Thank you. So I'm gonna start over on web. So you can see here, I am on my feet. My feet is scaled. Very important. That scale is has been applied to it. Otherwise, that measurement will not work. It is available in first circle. So if you go ahead and select your circle or your oval annotation, you click on the picker. You'll see this need to toggle up here in this toggle. Goes on ahead and brings up the option to set the diameter, for this, for the for this circle. In this case, since I wanna make it very obvious that it's there and go ahead and, put it down as a twenty five meter one. And when it comes to web, if you use control click at the same time, you can go ahead and just start dropping, multiples of them. You can go ahead and without the control click, once you click it, it'll drop it, and then it goes, it goes inactive, at which point I'm gonna switch over and show the rectangle. Same option over to the color picker. Set annotation size. In this case, though, you can select both a link. You have to set both a length and a width. You can also adjust your unit of measure for it, and you can go ahead and start, start dropping them. And I didn't use the control click, so, of course, that didn't, that didn't happen. And so it is just dropping a, and so it is just dropping that preset size, that preset size annotation. The way it does measure, we are measuring pixels, so you can get, some some edge cases where it's gonna round it to a lower or higher thousand. So out to that, the it it should be five thousand square feet square feet, but it is four thousand nine hundred ninety nine point ninety nine. Close enough for government work. Right? Exactly. Exactly. Absolutely. Accessing the count annotation, is the same. Go over to the control, bring up your options, and you can see here, we have now added in a square, a triangle, and a cement. So your annotations are now no longer just a circle. I can go ahead and select my square. And similar to the don't have to hit control click on this one. You can just, start dropping those, start those fates. And that is, that is how it looks and works, over on, over on web. I'm going to now swap over to iOS. Are y'all now seeing a different screen? Because I can't see what I'm sharing. You're good. I am good. Okay. So now I'm over on my, over on my iPad. Similar function. Click on my tool drawer. Select the shape I want. In this case, the menu is a little bit different, but I have to toggle it on, hit my diameter, And I can just go ahead and start dropping on the oh, Accept it and started doing it again. And so that annotation is just being dropped similar with the similar with the similar with the rectangle. And I can just go ahead and start putting down those, putting down those shapes. And, of course, we also have the the sets the, alternate alternate sizes on or alternate shapes on our count annotation. Go in and just start, start dropping those. So, these were both ones that, came out of requests from UGM and the HCSS community site. Very excited to, very excited to bring them out. Hope, hope you all find, find some real good, find some real good use and value, value in these. John, looks like we've got a question coming in from the chat. Is there a way to repeat the placing of the squares or circles on iOS? Not yet. If you go you'd have to go in and tap the you'd have to tap the option, and it will just recreate it that way. You can't do that consecutive placing of it. It. We're we're we're still we're still working on a way to, on on a way we want to on a way we want to do that. Yep. That's great. Overall, just on my comments on this, definitely more for that, takeoff functionality. Some of the things that we've heard for placing, especially those squares, if you're doing something like installing a manhole and you have a set amount of concrete per that. Right? So let's go ahead and and get those squares done, get that into a single group, and then that way we can, at the end of it, run our calculation, for concrete in order to have the total concrete for that type of work. So, great work, over here to to get that functionality out. And same same deal with those, with the different shapes. Right? So whether you're doing a a lot of fittings or a lot of installs for for a waterline or whatever the case is, the ability to set the color and the shape. That way, you can very you look at the, the plan sheet and know what's what's on there based upon those two configurations. So overall, definitely gonna help out our our users that are, performing those takeoffs and side of each of these plans. One other thing, worth mentioning, is, I think we neglected to say, but by all means, if you have any questions about anything you see, whether something that John just showed or or stuff that you see later on, by all means, put them in the, put them in the chat, put them in the q and a, and we'll get to them hopefully as they come up. If not, we'll we'll do a lightning round at the end. But feed those in whenever you'd like. All yours, John. Sorry. Mhmm. Okay. Well, actually, I'm gonna very quickly hand it back to, hand it back to Reid to show another slide, and then I'm gonna take over again. So on this one, what we have added is an ability to is an option to create a scale annotation, or a scale calibration when you are adding location services to a sheet. We realized as we were doing this is if you're telling plans this point is here and this point is here, we now know what the distance between those two points those two points are. And so instead of you having to take that you having to take that scale calibration annotation, draw it out to what you wanna do, we're taking it the other direction, and you'll be able to just tell plans, hey. I want a I want this this sheet is going to be calibrated to a scale of this size, and it'll just go ahead and create a, create an annotation based on, the actual, based on the actual distance between, between points on the, points on the sheet. So I am going to go ahead and quickly take over again, Reid. There my screen again. So I'm gonna go into this sheet. This particular sheet, you can see it does not have a scale calibration on it. I'm gonna go to my center line, and I have my option down here in the bottom right hand corner, to bring up the scale calibration. In this case, just for just for example's sake, let's go ahead and say I want to draw a one hundred foot scale calibration. And I take that, and I have my hundred feet. And as we know, it is about one hundred feet between stations, and it comes out to, right on that dot. And now this sheet is calibrated. I can move this down here. I can I can edit that? I can go ahead and make that forty feet since that's what the scale indicator on the sheet says. I don't wanna confuse anyone. I got a little silly there because it still wants to draw it that way because it's on it's an hour scale calibration. That's the fun of doing a live demo. Got it. So that's how that that's how that works. It works the same for your, control points or for the center lines, and then that scale calibration just, just is there. Once you click off of it, you can't really do anything with it in the in the, chain or the control points mode. You have to go back to the actual sheet and, make any, make any changes make any changes to it. But then, you know, our our hope with this is it's putting all that information you have to put you have to add to a sheet when you're creating a new project in that one menu. So when you're, when you're when you're when your folks are there actually setting up that new project and plans, they can add that location services to it and just with a, with a single button click, create that create that in it create that annotation, and then create that template. So the next one they go to, they can just repeat that template, put it down, and, have those, have all those scale calibrations added, added to the sheet. And this one is currently available only on, only on iOS. It is coming to web. It is coming to WebSue. Yep. And for anybody unfamiliar with the feature set that we're looking at now, this is what we typically call our location services features. What John Bradshaw is doing right now is essentially configuring the sheet for location services using, in this case, the the alignment, the center line, and the information, that was given to us within the plan set. There is the additional option to configure, a sheet using control points. So if you're doing site work and only have those options available, or if you need to set those, control points out in the field itself, all those options are available right there to to do that. So at the end of it, it looks like we're going through and setting up the control point here even though just to add in some data into it. We can see how, the, you can just drop in those control points and and get them onto the sheet itself. What's great is that the feature set that this unlocks, the ability to see your location in the field, the ability to place pins exactly where you're located at to identify those issues and report them through the the issues module back into heavy job project management, as well as map overlays and a ton of other stuff in here. So I, for one, really love this, that we're adding in, more abilities into that configuration of location services to really, empower you to get that set up and to realize all those benefits afterwards. Great job. Yeah. Actually, Andrew, you kinda remind you you reminded me of something that I wanted to show that I had I had forgotten. Excellent. This one came up when it comes to a, basically, a sheet that has no scale on it. In this case, these are some templates, these are some templates we had received. You know, there is nothing on here to kinda, like, indicate what this is. So what I had done was I actually went out to our driveway, here outside of HCSS, stood at a couple of corners, put down a couple of, control points, and went on ahead and enabled, used our scale calibration to enable just a just a scale on this, on this sheet. And, I was very happy, when I went back and I opened up my map, and it put us Basically, right on that spot. That big blue circle there is actually me. I'm, I am standing in that, right that right this very second. And then that that is the those are the two, those two, little, black squares there or the two points I'd walked out to, placed, placed a couple of control points on top of them, and it just brings up, now this now this, now this unremarkable sheet, has a has a scale on it, an accurate scale. And as I, you know, as you actually draw out your as built, you can get the, you can get a, hopefully, a better, more accurate, more accurate quantity for them, recorded recorded on the sheet. So that's, that was something that came up, that that that specifically came up with, hey. We have these we have these templates. These templates don't actually have anything that you can do anything with as far as location or scale. So this, this feature really just made that made that really work very well. Anyway, that's, that's it for that. So back to Reid real real quick. Bradshaw, if you could right before we jump over there. Going back into that map view, I think it always stands to mention when we're looking at that map view itself. See how the the blue dot is very large indicating where John is right now. Once you are out in open air, the that blue dot gets smaller and smaller and, in fact, becomes a point. So he is standing in the office itself, and so, creates a little bit of confusion on, where the exact location is. That's why you'll see that. So it always bears to mention that as you're out in that open air, it does really narrow in on exactly where you're at and give you some really good results, with that location. Yep. I mentioned that because I I think what we found just time and time again talking to you guys out there, really location and and measurements say from your your surveying team. That's some of the the most trusted information that you have really all throughout your company in terms of where you need to install, what's going on at the site, what sorts of of issues are going to come up, say, from a tree or a telephone pole in the wrong location. And so what we're trying to do is to bring that concept and that trust of location back into those plan sheets and into those places where you, really need to trust it, right, when it comes time to use those documents to build. One, to verify if they're even correct, and two, to make sure that you have an extra tool. Not maybe not the the tool that you need to use and and validate against every time, but an extra tool to use to make sure that, you are building right the first time. So, hopefully, you can, see where we're headed with the the that concept of more location and more location inside of HCSS plans. And do you wanna launch the pull down? I would like to. Let's go ahead and launch that, launch that poll. Just as a reminder, the poll question is, do you need to see the scale indicator from HCSS plans added to the branch? So go ahead. We'll give a few just a little bit of time to fill that out, and we'll see what results we get. And a reminder for for everybody using plans, the the scale is is what we use then to do all of the measurements against. So whenever we were doing those boxes and circles, getting the final quantities for the area for running it through calculations, we're using that scale indicator. And this question is, really, if it's set up with location services, do you still need that scale indicated on the sheet? Or knowing that it's set up with location services that we can just use that data in the background without really relying on on showing something on the sheet itself. Eighty twenty. I love it. Makes things easier. Absolutely does. I think, if it's fifty fifty, it's always, not great, but, pretty clear indication. John, for me, this is what kind of I expected, because, again, there is that concept of trust and needing to see and validate that the information is correct. What do you think about this, this result from the survey? It's kinda what I kinda what I find what I expect kind of what I'd, what I'd expected. You know, it's a I there's some stuff we can there there's some stuff we can do, that may or may not show it, and this just this just confirms not gonna go down that, not gonna go down that path right now. That there's there there's value for y'all in seeing that, seeing that scale, that scale calibration from plans added to added to the sheet. It's all I need to know. So thank you all, thank you all very much for the feedback there. John, we had one question come in. What's the actual accuracy of the GPS point? The answer I'm going to view in this discussion is about three meters from where you're standing at if you are only seeing the dot. If you go on to Apple and look at what they're telling you, they're not gonna tell you how act they're they're gonna give you about that same answer, three to five three to five meters. Yeah. And Oh, yeah. That's that is the answer I'm going to give to that question here and now. Yeah. And just just that is the accuracy of the Apple device itself is a good way of explaining that. In in real use, if you have a a, manhole showing up on your plan set, you can stay on that manhole and that blue dot will be on it. So I would say that would be a a better description, a better real life use case of of about how accurate it's going to be. Yep. Okay. Next week. And then this one, final one, this is an option available now in in in web. Something we had done a little while ago is we we got I I I got curious about, like, what sort of layer names, people were using. So we went went and ran some, ran some investigation on our on our data, and I realized that what was happening is quite a few people were just using, the the bid items as a layer. And, that kinda created a thought for me of, well, can we just start importing or give you all the option to use the estimate that you are building for a project and and and use that to create the to create the layer names? So that is where, that is where this has come into play. So I am again going to take over from, going to take over from Reed, and I'm gonna share my screen again. And here we are in my project, And I'm gonna go to my project settings. And within my project settings, I'm gonna go over layers. And over in layers, you're gonna see that I have this little heavy bid icon. This nice little green heavy bid icon, shows that within, within heavy bid preconstruction, I have estimates, I have estimates available. So if you go ahead and click on that, it will allow me to search for an estimate, or I can go ahead and pick from my, and pick from my list. And you you can tell this is something that we are pulling out of, information we we kinda mess around with. So I'm gonna grab SMO demo, and it's gonna bring up a list of all of the items that are in that project. If there was a longer list of items, you could go ahead and start filtering them. And I'm going to pick out my clearing grub, removal concrete, and add those two and then create project layers, and it is gonna go ahead and create. It's gonna create the project layers for that project using those, using those bid items as as the name for it. And if I go over to my feeds and I select a sheet and start adding annotations to it, Add those two. Over on my layers, I have a list of I don't have that there. Let me go ahead and add them, and I can just go ahead and start adding in these annotations for those bid items. And what that allows me to do is, I can then start adding, bid items that are using the, you know, the the the materials, the resources, the the the assets that are associated with that bid item. I can go ahead and start building out my groups to to reflect that. And then when I export and, eventually, when I export out this information, it will be a little bit better aligned with what I am trying to import, import into HeavyBid. So the really the first step of, first step in building out a lengthy link between HeavyBid and plans is, establishing that connection and just using the, using the bid using that information from, from the bid items. So truly hope this is something that y'all will eventually, eventually find some, find some use and value in. And that is, all I've got for that. Pending, pending any questions? Very cool. No questions coming in. Definitely a great workflow there of of pulling in from the estimate itself. And then later, what we typically see then is is, flipping that on its head during operations and tracking it, for where the actual crews are performing the work. Sometimes it's as simple as a highlighter and just marking on the plan set where they perform that work that day. Sometimes it is gathering in those quantities to import it into the production quantities inside of, heavy job in the time card itself. So really want to to know, that this this same sort of set of data all the way through and using plans as that, as that medium is is really cool. K. We do have one question that came in on if there are any plans on fitting the interface with GPS receiver, I think, that just came in. Yeah. There is no there is nothing on my on my road map right now around, around, around tag around around the GPS receiver for the, for for the device. Yeah. One one thing I'll I'll jump in and say about that one. Some of the the receivers out there today, do allow you to connect via Bluetooth into the iPad, and then the blue the iPad will then use that, the the GPS receiver for its GPS coordinates. So it typically comes up whenever you start talking about, like, needing to to shoot welds or something like that where it is that super accuracy that you need put onto the plan set. That's whenever you might might see that. But as far as a direct integration where we're doing that one, we're just really relying on the software or excuse me, the hardware in this case, to to manage that relationship. Let's move on to heavy job. John, I think we have some more questions that can be answered. I'll answer those, I'll answer those in, text. Yeah. So, John, go answer your questions, and we'll move on to the heavy job portion of the presentation. Daily report photo size toggle. Is this you, John? Are you able to talk? Will you join us? It is. Yeah. I'm not able to start my video for some reason, but I will talk over the, daily report photo size. So this was a request that we heard from several customers at UGM, for a lot of different reasons. We had some folks that were were sending off this report to owners or for some kind of external auditing. We had, you know, some that we're just sharing within the organization, but basically just needed more flexibility in, you know, the amount of detail they were seeing in the photos. One of the the request we heard is, you know, sometimes we've got equipment on-site. We've got people reviewing it to make sure certain individuals showed up on the job. And and we need to be able to see that amount of detail in order to tell if that's the actual person or the piece of equipment that we think is there. So, we there wasn't a certain size that we knew would fit the jobs. We talked to a few customers and got some different options for you guys. So as you're exporting those to PDF, you will have the option there. The you'll actually see this option in the filters. I don't have a live demo on this one, but as you're pulling up the daily report, and opening kind of the golden funnel as we like to call it for the filters, You'll see those different photo size options under the entry section. So you'll have the choice between thumbnail, medium, and large. And, you know, let us know as as you're playing around with this. You know, hopefully, that gives you the the sizes that you need. We kinda got it as big as we could get while maintaining the same formatting to get you guys the detail that you needed there. Alright. We can go on to the next slide here. So we had, some work recently just centered around cost code tag editability. We've got a lot of users that are, using more cost code tags sometimes after the fact. You know, sometimes we've got jobs already that were like, oh, man. This is, you know, something that we could do with Costco tags that would really improve the costing or the reporting of this job. So, you know, we wanna make sure that you guys can add those after the fact as easily as you can through heavy bid import. So, this first step here was to make those cost code tags editable in the actual cost code grid. For those that have played around with it in the past, you had to click on the magnifying glass next to the cost code and then get into the details of the individual cost codes in order to add those. We wanted to make that more accessible in the grid. So now you can just kinda click through, the the list, add tags as needed. You can see a little bit in this image here. We've got the actual tag groups. So since you only have one tag per group, we thought that would be the best way to, get that visibility for the tags there in the grid and editability as well. Alright. So along those same lines yeah. Go ahead, Andrew. I'll keep on rolling through. I was just going to check-in with Fiddler on, what are some typical, Costco tags that you'd, see in input or that you recommend that your input is part of your your implementations? I'd say the, the tags are really an underutilized part of both heavy bid and heavy job. It just gives you an easy way to, to group. So if I wanna see all my, earthwork or utility work together, if I wanna see phase one of the project or phase two of the project, if I wanna see, the bridge over here versus the, the bridge over there or group all of my twenty bridge items into, to the Harris bridge, It gives you a really easy way, both for reporting in the manager system as well as for being able to filter on the, the field system. I had one customer where, the the project we were working on had twenty different bridges. So filling out the bridge name, basically, there gave us an easy way for me as the foreman to say, okay. I'm working on this bridge, shrink my thousand cost codes down to just the cost codes for this particular bridge. So a little bit of work, upfront by your PM, PE, to be able to organize it. Makes it a hell of a lot easier for your folks in the field, and also makes it easier for me to be able to run a report if I just wanna see a, a portion of the project later. So definitely worth taking a look at if you haven't done those already. Alright. Thanks for that detail, Fiddler. So along those same lines, if you were wanting to add cost code tags in bulk, we also have this Excel import option. Pretty self explanatory, but, you know, similar to some of our other grids, we can now bring in a comma separated list of cost code tags. So, for those that are playing around with this for the first time, we do just have one tag allowed per tag group. They don't have to be in any particular order, but you would just list out the tags that you wanted associated with a particular row of a cost code. It associates and links to that required field of code and brings us in in bulk. So you can add as many as you want at one time. Alright. So moving on to the next slide here. We've also done some work on the time card adjustment tool filters. You guys may have seen these changes coming in. We did the pay classes first, and now we've got accounting values. But the focus of this one is really to facilitate workflows where people are have different overtime rules for different types of employees. So whether you're organizing that by pay class or by certain accounting values that you have within the system, this is a great way to to filter down the grid to just those employees, apply specific overtime rules, and then hop back out to the filters and and adjust it to a new group. So, we'd love to hear feedback about this tool. We've heard a lot of requests for this from implementation and from customers, and we're really excited to bring you this feature. We're hoping this can save you a lot of time as you guys are, adjusting time cards and setting overtime within heavy job web. The reason question that came up on this is, where is the setup section here that you're showing? Yeah. So the the filters on the right, are you know, once you go to the tools menu in the left, on heavy job web, you'll see the time card adjustment tool. As soon as you pop that open, you will see the kinda golden funnel filters on the right like we have in many of our reports. And scrolling down, you'll see the employee section. Once you select those radio buttons, you'll be able to select which pay class or accounting value you want to filter by. Should I go ahead and grab the control? Maybe I can, run to it right quick. Yeah. That'd be great. Yeah. Sure. Let me, just show y'all. Share screen and pull that up. Let's say for our desktop customers, it's hiding in the utilities menu up in the, the top right in the overtime tool. Can do more than just overtime. So we, more realistically named it when we, had our second shot in the heavy job dot com. Yes. Hundred percent. So for the first one, we'll go ahead and show you where the, setup is. So, again, this is for the the companies that are on the, web only version of HeavyJob. The the setup will be in the setup menu, of course, in the desktop. Under jobs, we'll have the job list. And so for each individual job, we can then open that up. I'll go into my Hanbury job here. And then that's where I'll have my cost codes with the option then to do that import cost codes from Excel option where, I can then choose and get that information filled out. And then, again, for that second option, tools into the time card adjustments. And this is where, again, on the filter option over here on the, right hand side, I can choose my jobs, choose that foreman, and those employee pay classes. I would say number one reason for using these filters is for, say, removing your salaried employees. Fiddler, do you have any other good reasons why you would want to filter out by pay classes or by the accounting value option here? I'd say if you have some, different rules for different people, if my laborers have a their overtime after eight, but my operators are overtime after forty or my truck drivers are different, trying to give you some different options. So that way you can filter down to a subset of your employees, review their time, put in your rules for them, save all those so it reaches back out into those time cards and makes those corrections, then come back in. And let me look at my second group of employees and make sure that their time all looks good, especially with the automated options that we have here. Same idea on desktop. It gives you an easy way to say, okay. Let me set the rules for this subset of my, my employees. Apply and take care of those, and then come in a second, maybe a third time, depending on where you live. Maybe seven or eight times, depending on how many fun rules you have, but try to give you that flexibility to shrink down and find exactly the people you're looking for there. Yeah. Just letting us know if that she's not seeing that on in her instance, so she has it open. So maybe we follow-up after webinar. Okay. Yep. Absolutely. We'll we'll figure out what's going on. It could be most likely a, it could be a permission setting, something like that. So we'll dig into it. Give us a call at support. Should You can give them a call right now. I'll get it fixed before this webinar is over. But at the end of it, all these options are great. I really love the improvements that we did make. Looking at this side, just the small things like showing what the non work hour codes are that are going to be counted towards that overtime calculation. Something that you always have to go back into the setting, I think, to to figure out, in the desktop there. So, I will go ahead and turn it back over to Reid or John to keep on going. Alright. Thank you much. We just got a couple more here for heavy job web. This next section, just centers in some, improvements that we made to some of the detail reports. So some of these you'll see just in the employee detail reports. Some of these you'll see across, the other reports in heavy job web. So this was a much requested feature in the, employee detail report. We had a schedule column that grouped all the scheduling information together. So don't worry for those that are are using that. You'll still see that in the summary column over there on the right. But for those of you that would like to filter down by specific elements of the schedule, such as shift, lunch, meal two, breaks, anything like that. You can break those out into individual columns and use that to filter down your report. A lot of the folks that were requesting this were doing different forms of payroll auditing. And, you know, similar to the the work that we just talked about on the time card adjustment tool, they're just needing to quickly group employees by different elements. You know, maybe we've got some prevailing wage rules or some statewide rules that require, an extra break or something like that, and we were just really wanna ensure that everybody got that before we send everything off to payroll. So, you should be able to do that now, and all of those are available in the column selector within that report. Going to the next slide here. Yeah. Sorry, Andrew. Go ahead. I just wanna say thank you to everybody who has given us a lot of feedback within this area. So we've slowly been chipping away to get what we think is is pretty close to the final solution. Love to hear it if there's anything within the start and stop stop times that's not functioning for you. But, again, just thank you for all the feedback to really arrive at, at the solution today. Alright. We've got a few other report improvements here that we've done as well. So some folks were exporting out to Excel and and running formulas, and they they realized, oh, you know, having some of these, you know, words that were in number fields is getting confusing. We realized that in some of the subtotals, the word hours was a little redundant. So we went ahead and cleaned that up, to make it easier to run the calculations, off those Excel exports. There's also just a a few other little cleanup items. You may have noticed, like, when you guys were were pulling up column names to pivot the report, sometimes it would just go down to the, you know, the real distinct title such as name or code. It it wasn't clear if that was an employee code and a foreman code. So, we made those column names a little bit more clear. And we've also got optional PDF sizes. For those of you that like to add lots of columns in, which we definitely want you to be able to do, we want you to be able to build these reports any way you want. And now we've got different PDF sizes that you may not necessarily print out, but if you've got a large monitor and you wanna see a large amount of detail, you're able to choose those different options now. So, that's one of the the things we really like about the reports in web versus the the more kind of pixel perfect canned reports in desktop. We just have a little bit more flexibility that we're trying to offer you guys. Be sure to check out the template option as well if you are, you know, combining different columns together to make different reports and you wanna save that for later use or to share with a, coworker. You can share out those templates as well. So, be sure to give us a call in support if you're not familiar how to use that, and we'll show you how to set it up. Alright. Switch switching gears now. We are going to jump into some of the filled Android items. Unfortunately, Cassie couldn't be with us today. I believe she had a preschool graduation. So, I I think she would have much preferred to be here than that. That's just just me saying that I haven't had to go go to one yet, but, we wish her all the best, and and she'll be back here soon for us next month. Jumping into, what we're talking about today, field Android, is is the topic of conversation, for Cassie's section here. Few things that we've been adding into it, the first one being the ability to add in note indexes into photos. Let's go ahead and play that video, and we'll walk through it. So this is essentially, the ability after I've taken that photo there. I believe that's a, some of the decoration inside of Cassie's office. You'll see her going through the cost code index list and selecting those items and and adding in some more information into, into the notes field itself. So, essentially, just very quick, workflow there, but just getting those informations tagged getting those photos tagged with those note indexes. So that way at the end inside of heavy job, manager, we can go ahead and run a report against those node indexes and find that information after the fact. Whether you're reporting an issue, you're you're documenting, whatever it may be, taking a photo of a ticket and you have a, a tag for your tickets, making sure that we can very quickly find that information later on, once it's back to the manager system is the end goal of of adding in those node indexes. So happy to get this into field Android as well. So that way all of our Android users, can continue using that process. Fiddler, what else are we seeing, the note indexes in the photos for? What are some other good uses for that? I'd say always whenever you have issues, being able to, to tag that with, with problems because it was an owner delay or a sub delay or a weather delay. I'd say that's always the the number one reason I wanna be able to hunt those down a little bit faster and find all my delay issues for the last month, especially if we're coming up on LDs and have to, to argue with somebody. Being able to have those quick at my fingertips to, to find definitely makes it easier for me. Yeah. Absolutely. Alright. Next item here is going to be a safety item, that we've added in, really an integration into the time card itself. So we wanna make sure this was both inside of our, safety webinar as well as this one as well. Let's go ahead and hit plan, just walking through what we have going on. We now have a JJ we have a JJ warning, inside of our, time card, preferences, which is going to essentially do a warn or a stop if there's a, time card on that. So we can see that JJ, was not sent. One has not been filled out for the day. So it's a good check to make sure that at the end of it, you are, getting the, JJ filled out. Very, very quick run through there. We'll probably play through it again. But overall, just, that time card warning popping up, the ability to then go and correct those issues, from those time card warnings that we have being presented for you. So, just another great way to make sure that all the information that you need for the day with JHAs, photos, diaries, all the information is is filled out and sent in, in your in your form and are completing all those tasks they need to do. Alrighty. I think unless we have any questions for that, we will go ahead and continue on. Perfect. So this is for the field iOS section. If you guys were here last month, do you remember us talking about being able to hide paid classes that have zero dollar rates? We took that same logic, and we applied it to cost adjustments. So, yeah, if we hit play on that, you can basically see where I can tap into an employee, hit the edit next to the cost adjustments. And then right now, the show's toggled on. I saw five or six there. If I toggle it off, to only see the ones that have rates, my per diem cost adjustment here has a rate. I, it'll only show me that one. And the great thing is that option sticks. And so when I swapped from employee one to employee two, I was able to and if you wanna hit play again on that read, I was able to only see the one that had rates. Of course, I can go back and show all for whatever reason I wanted to view all my pay adjustments. But if I set the option to only show my pay adjustments that have rates, it'll continue onto other employees on that same time card and also onto future time cards. And then no question for you here. Mhmm. Does it do the same, logic that we did for the, pay class with the multi job time cards? And and if it does, could you walk through, what that logic is? Yeah. Absolutely. Great question. So, yeah, this also works for multi job time cards. The logic there is that if I have job a and job b, and on job a, my cost adjustment and or my pay class in that previous example, has a rate, but my job b doesn't, it will show me when I have the show all toggle off. It will show me that, cost adjustment because, one, any of the jobs on the most time card had a rate, and so it'll let me see that option. And then what happens is when we send it to Webb, it'll it'll apply the math correctly. So it'll apply the cost adjustment dollars to job a because that had that had dollars applied to the cost adjustment, and then job b will be at zero because there's no rate set for it. Yeah. We've been working a lot on on not only that logic and making sure that the the cost is in the right bucket, but also just enabling your field to to make that selection as easy as possible. Those, pay class and and cost adjustment list can can get quite lengthy, especially for pay classes at least when you start looking at, difference in pay classes between, prevailing wage jobs and other jobs. So making that where you can filter down and quickly select the ones you need, is is the intent and goal of these features. Perfect. And then the other thing I wanted to show today, was that both of these are released, so the the cost adjustment one, and this is also released now. This came up through UGM a couple of times. We finally got time to add it in. But right now, when you mark a cost code as t and m, all your materials that are linked to that cost code would automatically get marked as TNM, whereas previously, you would have to go in and toggle the TNM toggle individually. And so if you had ten materials linked to that Costco, you'd have to hit hit it ten times. And, yeah, you can go ahead and hit play there, Reid. It'll let me go ahead. And once I toggle the TNM for the cost at the top left, my two materials are also got toggled as TNM. We did leave the option where if you wanted to, for whatever reason, have any of the materials not as TNM, you can go in and set a an exception for that individual material. But the when you set up the cost code level, it'll mark all of them now. It should help your form and make it a little bit quicker when they're going through and filling out the time card, setting stuff as TNN. They don't have to go individually in market. It it'll all do in bulk. We have one question come in on does this cost adjustment come across to accounting correctly? Yeah. It's Yeah. Go ahead. Yeah. Go go ahead and know. Oh, I was saying it it should. I would definitely double check the reports in web, just to make sure that the costing is there because it ultimately depends on what's set in web and then also if there's any sort of exceptions made in the escrow to payroll process because you can set different rules, if you wanted to apply, you know, per hour or there's different variance, accounting rules you can set up. So it'll mostly depend on that. We can definitely set it up. The, the accounting rules are different from, accounting system to accounting system. I'd say something worth remembering is whatever you write down, that's what we're gonna pass on. So if you say I get three per diem today, then hooray for me. And so that's something to make sure, particularly on the per diem one, that we're we're thinking through how we want that to work and what's the best way to make sure we're paying everybody correctly. So always particularly for that multi job time card we were talking about before, worth double checking to make sure that that looks good, and we're not trying to pay triple per diem because that triple time card is three time cards that are all taped together on the screen. But, effectively, it's a time card for job a and job b and job c. Hey. Neil, do you wanna go through the poll question you have here and get Yeah. Absolutely. Yep. Absolutely. So, we're thinking through some additional things we wanna work on, especially as it relates to foreman enablement, and how we can basically empower them more. So I wanted to get your input, on when your foreman first launched the field app, you know, first thing in the morning or at at their lunch break or whenever they actually go into the in the field app. As as supervisors, as project managers, as management, what is your recommendation of the first thing they do when they launch that app? Do they go into their diary? Do they start a brand new time card? Do they work on some sort of safety transaction? Do they go in and fix their previous errors, or is it something totally totally different? So if you could help us, fill this out, I would love your thoughts. Get some time for that to start coming through. Yeah. Ultimately, I I think the we we've heard it a little bit, each way, and I think that's why each one of these these are on it. Whether you are, doing the diary and putting in the weather multiple times throughout the day, would be whenever you would do start the diary for the day. Grab it in the morning, grab it, in the middle of the day as well once it gets to the to the heat to so that everybody knows, how that weather is changing all throughout. Starting their time card for the day, that's a, I think that's an either or. We'll we'll see that a lot of times. They'll either start it, and enter in the cost codes that they're expected to for the day. And that way they can if they do not hit any of those items, say for whatever reason, it's logged on there. Or it is strictly at the end of the day or sometimes even the next day, whenever that hours and what was actually work was being performed is actually logged. Sixty transactions, I I feel like this will be the highest one at least I I feel it should be. So this is the start of day toolbox talks, making sure everybody's aligned. Hoping that this is is up there for y'all. If not, look, we definitely want to that's why we're having this poll so we can understand why it may not be. And then, of course, fix and submit their previous day, time cards. So if that, superintendent or foreman is is rejecting that time card, there's an error, there's, missing employees, things like that, then other, whatever else, you may have, that that you're expecting your foreman to do, first thing in the morning. The people that tune into this webinar, their foreman are perfect and don't require revisions. Like, it's VIN zero. They get it in the first time, and it is good to go. It's the other companies that have revision, stuff like that. So I wouldn't imagine d is gonna be a a a a a high option there for us. Not with these people. Right. Got good responses. I'm gonna go ahead and end the poll, and we can share the results. So it looks like, yeah, completing safety transactions is the most important for about a little over half the people. And then next is fix and submit previous date time cards. Awesome. Thanks for y'all's feedback. Really great. Thanks, guys. I believe that brings us to the end. We do have some upcoming links here to our road map site, upcoming webinars, full webinars. I know we have a few minutes. We I know we have a few questions that are coming in. Feel free to type any additional questions you do have in. And, Andrew and and Adam, I'll let you take any of the questions we have currently have in the queue. I'm gonna jump in and take Alex's question that just came in, about the time card API, because that is something that you know, we talked about it a year ago, and, it's one of those projects that just takes a long time because it's the plumbing of the system and how we handle the back end when a foreman hits submit time card, what happens to that. So we began this project more than a year ago. We started releasing it in slow batches to customers last year, just to make sure that, hey, we're not screwing things up. We understand how important it is for you to get time cards in, like, when you submit them, or when your foreman submits them. But the, the goal for the project is to stabilize the time card sending from the field to the web and down to desktop if you happen to be a hybrid customer. And one thing we noticed, especially with multi job time cards, is they would get separated, and that was a support call. And then support called up development, and development said, hey. Or, you know, give us the details for we're like, you need to, you know, fix this particular time card. So it was a headache for support. It was a headache for development. It was a headache for y'all to have to worry about that every time. And so the time card API grew out of that. Basically, we are switching from just sending out a flat file from the mobile device up in the web and just assuming that the web is gonna collect it and gather it, and it's gonna be submitted perfectly. And instead, the web is actually going to, as part of the API, return and go, oh, nope. That didn't work. You have an employee on there that no longer exists in the system. It had been inactivated. You have a cost code that is no longer part of the job. You know? Go fix it. That sort of thing. So that's what the time card API does, and it it fixes a lot of the problems that we were seeing. It's fully rolled out a hundred percent across our Android users, our Android companies. For iOS, it is, I wanna say at, Anil would probably know best, fifty percent of iOS companies at this point, and we're just steadily, moving that more and more each time, I think. So that is what's going on with time card API. And then I will, mute myself and let Andrew pick a question he wants to answer. Oh, let's just go top down. Let me go ahead and open up the list here. Looks like we have one from Sarah. Hi, Sarah. We'll talk to you tomorrow. Looking at the are there plans to pull in time direct from HeavyJob website, for my field hours? So so this is referring to the ability to clock in your time inside of my field and then, have that flow into the the time card inside of HCSS field. That's the current process right now. Long term, yes. We absolutely will be we'll be adding that ability to pull in the hours into the the web as well. Really, what we're we're looking at right now is is what's gonna be most impactful to the Myfield users. We're hoping to, make sure that we're enabling the laborers to to enter in their hours as as easily as possible is where we're at right now in that Myfield journey. But long term, absolutely, it's on our road map to allow the manager side of things to to really run better exception reporting to to do things like pull in those hours for when they're missed. Whatever the reason is why they did not come into the time card the first time, on our road map, just a matter of of getting it completed, within a a reasonable amount of time. Alright. Let's keep on going down. What else we have? Looks like we might have one for you, Fiddler, from Keith. We use DIS to set tags at the job level. Can DIS do tags at the cost code level two to make it automatic? Hey, Keith. Yes. So for anybody that doesn't know d what DIS is, and I hope all of you know at this point, but DIS is the, the setup integration between your accounting system and us. So it's a middleware that, that we make that basically attaches to your accounting system. So for the most part, if you don't have QuickBooks sorry, but I blame into it on that one. If you don't have QuickBooks, DIS can connect to your accounting system. So you you hire somebody or term somebody, you have a new cost code or update a budget, you close out a project, you buy a piece of equipment, you sell a piece of equipment. You do that in your accounting system, your system of record where you should, and then it just comes over automatically, into your HCSS software. The tags, if you have that information set up in your accounting system, so at the job level, if you know who the PM is or the owner is or the area or the county, however you wanna organize it to make it easier to find in heavy job, that can come over. But the same story for your cost code. So we can do that at the cost code level as well. So same thing if you want to, to tag all your earthwork versus utility work. If you have, phase one, two, three, they have set up in your accounting system. If you have a, an accounting system that has user defined fields, that's an excellent use of your user defined fields, and then we can pull that information over. I believe if we're, having DIS manage your tags, the asterisk is DIS manages all of your cost code tags. So you're basically saying, I want accounting to own this. I don't wanna own this in heavy job, which is good, but something definitely to be aware of. You don't wanna settle that up. And then we run DIS and it wiped it all out because now a county owns it. So something to be aware of, but absolutely, positively something that DIS can can help manage for you. Right. Next question. Looks like, with heavy job web, the bid item notes are not pulling over the calculator notes. We'd wish to have that option here. So so for the integration, I know that we pull in the activity notes into, into the Essent Resources option, there. So, we'll we'll take a look to see if what else we can do. I guess, what we can find out from you, later on is where that information for the bid item level would want to live. Where would you want to view that? Right? Because typically, when we're looking at the time card and selecting those cost codes, that's the activity relationship back inside of HeavyBid. So I guess the overall question would be, figuring out where you would want to go to view that information, for that bid item level. That would really help us to to figure out where you're looking to go for, for that one, Sarah. Alright. What else do we have? Any other ones? Got a few other ones coming in. See if we can get one more time here. From Sean, For the calculate overtime tool looking to, decide which rules to apply, first, second, third, etcetera. Sounds like just making sure if I'm understanding this, more or less a a one button press to to run into all of your calculation rules that you've set up, setting up those exceptions for pay classes, within that to to run it all. Yeah. I I think that's, a good goal for us to have for that, tool. One thing to keep in mind is that, it is going to affect the overall costing for those employees, and so we want to try to keep in some level of of human checking, into that system. Usually, if you get a one button to to do all the rules type type system, it ends up in a case where you just or you're really trusting the system, I guess, is is the answer here. And and we want you to really trust the system, but it's also something that we, do need that some level of verification within that as well. Alright. I think we are at time. I know that we still have a few more coming in. The one little one I noticed, there were a few questions about refreshing when, that, folks said the first thing they want their people to do is hit the, the refresh button when you go in, which is not a bad idea. At the bottom of the iPad, we'll show in that bar how long it's been since you refreshed, and it should automatically try to trigger as long as you have an Internet connection, which sometimes might be the, the kicker there. We also recently added an option, in preferences. The, the default was four hours. We added a two hour automatic refresh. So that might be something, for anybody that, is wanting or hoping their field users to be refreshing more often, going into settings and flipping that switch to the, the every two hours instead of the default four. I think we also have eight or never automatic if you want, which, I think if you're asking that question, you don't wanna turn that one on. You can always hit the, the manual refresh. We're doing some work to, to be a little louder. If you're doing the manual refresh, say, hey. You don't have an Internet connection. I can't refresh for you, and have that be a little more in our, in our form and spaces here soon. Alright. I think we're at time now. So thanks everyone for joining today. I think we were able to get to most of the questions, and we'll be back next month with more updates. Thank you. Thank you, buddy. Have a great week. Bye bye, y'all.