HeavyJob and HCSS Plans June 2024 Monthly Webinar

Alright. Thank you everyone for joining our June heavy job and plans webinar. My name is Reid Renfro. I'm a product marketing manager here at HCSS focused primarily on heavy job and plans. Really looking forward to having you all join us today. Again, just as a reminder, if you do have questions throughout this presentation, please go, and ask the question in the q and a feature. In the q and a button, we'll have, we'll stop to answer some of the questions live. We'll also have a number of people on here, answering those questions as well if we don't have time to get for get to it. So we wanna have interaction, wanna answer any of the questions that you have today. We have an exciting webinar today. We're going to start off with plans. John's gonna demo a number of new features on exporting projects, having HTSS chats available, alternate count shapes, some on select, and then measure from location. We have a big, big release coming up on potential change orders. We're gonna have a demo from from Andrew Fowler, and then we're gonna have Anil, go through some of the mobile elements of that that feature. John's gonna walk through materials library improvements, and then Adam's gonna finish up by talking about h t s s apps dot com, and we'll have a quick poll on that one. So without any more, information for me, I'm gonna turn it over to John, and he's gonna go over some of those new features. Thank you very much, Reid. I'm Brad from the, technical product manager for HCSS plans. And so I'm gonna go ahead and start, by getting into, getting into plans manager. K. So here I am. Thing I'm gonna go ahead and show is our new export project. What this does is it allows you to export out all of the project files, in your in your in your project. The goal for this is making it easier for you to be able to take all that work you've been doing, all the documentation you've been adding to, adding to your project and be able to and be able to show and be able to sort this out to your, to your project to your project owner. So the way that's going to work is you're gonna go into your project. You're going to go into your exports, and you are going to go to your export fees. And you'll have a new option here that says export project. When you hit export project, it is going to select everything that you have in that project, including down here, include your project files. Then when you hit export sheets, it is going to export all of that information out. I'm not going to, I'm not actually gonna hit that in in here because then we're gonna be sitting around for about three minutes while it, while it processes. But I've already one I've already one exported, so I'm gonna go ahead and download it. And when it opens and y'all probably are not seeing that, so let me switch over to, switch over to that screen. So now we see your iPad. Yeah. New there. There we go. Project export. Share this. You'll see your project files. And then when you select that, all of the files that are associated with that project, are are exported. And so now you don't have to have, your your project engineers or some intern going in and selecting each individual file. That was really a, not a great way to go about having to do that when you're talking about hundreds, if not, for the project. We've seen thousands and thousands of, of of files. And now I'm gonna go back to my clients. Looks like you might have a question from the, peanut gallery over here. Oh, yeah. John, Gretch, and I are in the same room. Sorry about that. Gotta work on these mute buttons up here. Yeah. Let me okay. You mute. Yeah. Always a challenge. You still come through on both sides? You're good. Okay. Yeah. So overall, quick question on, two failure over here. One project closeout, what type of documentation do you see that typically, is required by the owner? On closeout is more just nice for me to have everything. I've had plenty of customers that, I'll throw it on a flash drive or in a, another folder just so that way I have it off to the, the side or get to, to burn it on a CD depending on, how how old we, we wanna go back. But super handy to be able to to grab all those and pull everything into, to one quick file. So that way, if I do need to cherry pick them, sometimes it can be easier to to do that in Windows. I was chatting with a customer, just yesterday about that. Bradshaw, if you could flip back to your Windows screen, which I think you purposely just switched, unfortunately. So to to give you a couple extra clicks, I saw a, another question. Those look like, web links in the, the Windows Explorer that, he had open, earlier. But if he holds down control and scrolls up, one of my favorite, mouse shortcuts, I guess the mouse keyboard combo, those were all, PNG images. So, basically, all those pictures, I've got a quick easy way to, to grab all that. So having all the pictures, if I do need to, to submit that or show anything, is super duper handy. Yeah. Those were those were those were just the files that were in that particular project for hey. I just I I just needed a whole bunch of project files. So that was that's just what happens to be in there, but it will it will export out the actual project file. So if it's a PDF, it'll export as PDF. It's if it if it's image, it'll export as an image. In these cases, they were, they were PNGs, so they're they're exporting out as my little Chrome icon because that's what what they're gonna open up in. And if there are no further further questions, I'm gonna go ahead and, I'll go ahead and show eight CSS chat that you can see over here on the right hand side. The eight CSS chat UI is available. You can see that I have headed with a couple of people. One of them may just happen to be here. He did his freaking his coffee on the other day. So he remembered it now. He he has he has it now. We're all very happy that, Andrew and his mug have been, have been reunited. Oh, we have office. I am. It is wonderful to, it is wonderful to be working with Andrew, and he, goes on ahead and messages me back, and you can also use this to chat in groups. And it is available in, in in the web right now, and it is currently literally, just this morning, I saw the development version of it for iOS, and that will be out, that will be out very soon. So HCS has to be available throughout HCSS plans by the end of by by this time by the next webinar. And that is what we have for, export and, that is what we have for export and tax. And now I'm gonna show our next item that we recently added, and that is our alternate count annotations. This was something we've been asked about for a, for a very long time. People wanted more ways to use count annotate, more options for count annotations. You wanted different shapes other than that, other than the standard circle that we had provided. So now, similar to set annotation feature, you go into your annotation. And under the color picker, you now have a circle, square, triangle, and rectangle. You can go ahead and select those, and they are going to just place down, as a, as as a count. Add them to a if you add them to a, if you add them to a group, we don't have a group built here, but they will show up as a, they'll they'll open account they'll open account annotation. And I am now going to switch over to another screen where I also where I happen to have iOS at home. And, again, same thing. We go in there. Count. Select it, and the same options are available. Just go ahead and start tapping start tapping those down. And so this can help you differentiate, different this can help you differentiate different different individual items. So just not just the color, but now we have, now we have some shape options. And since we're on iOS now, I'm gonna go ahead and show our one of our other new iOS features. This is our sum on select. This one we've been asked about, for for we've been asked about several times during our recent trips out to, out to see peep out out to see, you know, customers and users out in the field. And they'd ask, hey. I need to know I need to get the quantity, for a couple different annotations that are not in the same group or they are across different sheets. And, we realized you really couldn't do that easily. We we could make it real easy for you to get a single, annotations quantity, or we can make it real easy for you to get the annotations for for an entire group across the entire project, but that's not what you were looking to do. So in this case, this, this project here has a couple of different annotations across this parking lot. So what you can do is you can go ahead and tap and tap and select. And you'll see up in the, top right hand corner, I have the quantity, of that annotation now starting to display. If I tap another one, it's gonna go ahead and start summing those up. I can tap that quantity, and I can start making some adjustments to it. I don't maybe I don't want the cubic yards. I want the square footage. I can go ahead and show that. Or I want the linear distance or the perimeter. I want it in different quantities. So now you can very quickly, get that, get that quantity, for different, four different different annotations across your sheet. And it will also continue to work. In this case, this one, we go into it. We get an error here. It's missing a dimension. I'm looking at I'm looking at my volumes. This one doesn't have a volume associated with it, so it's gonna throw up that error and go in, add in my, add in my volume for it. Let's see that. And now we'll go ahead and include that, and you can go back and click on the different annotations that, different annotations that you have selected. So that is the sum on select feature. And then the final new feature I'm going to show is, again, another one that came up when we were speaking with, speaking with the superintendent at a very recent, at a very recent customer visit. That's a very simple question. He wanted to be able to measure, the distance from where he was standing to another location on that, to another location on that sheet. And we realized the way we wanted to, the way we wanted to start doing that was, if I am on this sheet so in this case, I'm sitting here in, I'm sitting here in building one of the HCSS building, and I just want to measure how far it is from where I am to, let's say, the entrance. I can click on my ruler. We have our new icon here, which is the location with the ruler on it. I tap that, and I tap my and I tap where I want to know, and it will go ahead and draw up an annotation that tells me, what that, what that what that distance is. Had a had a couple of different ways people have talked about wanting to use this information, be able to track that production. You're installing, you're installing pipe over the course of the day. I'm standing at the end of what I installed, and I can just draw to where I installed where I finished installing the other day. I now have the I now have the the the the length of pipe that I had, that I had installed. Or I am curious, just how far, just how far from where I'm at this other thing we're gonna be working on, or this other thing we'll be working on is. And that is that is our measure, from current location, and that is what I have for HCS has plans this month. You're a one man survey crew with no tripod required. That's pretty slick. Let let's let's not overpromise. Ish. We'll over deliver underpromise. Thanks, John. We had a we had a few questions come in that that we can cover right now. The first one we'll go over is we got a question from Austin on what's a use case for the chat feature? I could see it'd be nice if you kept the chat within a project but didn't see that option. Andrew, I think you might be able to answer that. Yep. Absolutely. So looking at HCSS chat, the first thing to note about it is that it is cross platform. Whenever I was answering those questions, I actually had my heavy job system opened up, and it's also down into the field as well. So, John did mention it was going to be in the plans iOS app. It's also inside the eight CSS field iOS app. So right there, it gives you quite a few ways of communicating down to your field, say your office admin personnel, a way to notify them of of what may be wrong with the time card more than you can get within that rejection note. But to talk about that project implementation specifically, let me go ahead and see if I can pull up my screen again. Share screen. Well well, Andrew's doing that. We did have a question on permissions for chats. And you can, allow people to to have your chats by user or by user group within credentials. It's just another checkbox on the credential side. Anthony, we we're definitely still focused on, getting some more of the enterprise type features in terms of how long the chats exist in our system. Right now, we keep them and we don't delete them. But, some of our some of our larger companies have asked, just that we we put in an x number of days that they're retained for, and after that, they're removed from the system, which is something that we, we have not yet implemented in case anybody is wondering, and that would restrict them. Not yet available, but, definitely something that's on our on our list of stuff to do. Sorry, Andrew. All yours. Yep. Not a problem. So we can see John's messages that he had up. What you saw as well was this chat room, the h HJN plans webinar chat room where it's multiple users within that. I can also add a new channel here, and that's just what the name is, for what we do it. But within that channel, after we select our participants, Adam, we'll just do Adam for now, and Anil is there. The a's make it nice to scroll through this quickly. I could then give it that name, for what we're looking to do for, for for it. So in this case, I'll just call it the FM seven twenty three, widening project. And so by creating that name and and the channel selecting who's in it, I now, in essence, have that, project type of channel where I can then message and let everybody know about those outstanding issues, make sure we stay synced up on that individual project. The missed opportunity to name that the a team. Oh, it really is. Alright. I think that's I think that's a good overview of chats. And, Andrew, I'll just let you keep your your screen up because I think what we're going into next is a demo of potential change orders. Are you ready to kick that off? Yeah. Absolutely. Before we transition, there was another question I saw about transitioning, between takeoff softwares, in this case, going from Bluebeam to HCSS plans. I think we all have a a few thoughts on that one. Matt, you're probably the most experienced with transitioning people from a a one software to to the new software in in HCSS. What are your thoughts on on that change management of getting somebody to transition between softwares? So part of it is, communication is definitely easier when, everybody's using the, the same thing. So I'd say trying to communicate, that way and start start with pretty pleased with sugar on top. And if we have to end up with the, a big stick, slowly work your way across the nice options until the, well, now we're putting MDM on your iPad, and that one's just disappearing for you. So, you have until the end of July before, Bluebeam disappears. So, pretty pleased with salt on top. I need you to start using the, the same software as everybody else and say we're sometimes guilty. We have a few folks that, lean into Microsoft more than, Google. We're generally a Google shop. And so sometimes that gives us headaches for, for some of our coworkers to be able to do it. So I'd, often, I'd say, folks aren't thinking about the it's easier for me, and that's all I'm thinking about. I'm not thinking about the impact for the rest of the team, and I'm making their life harder. Let's say most people aren't trying to, to make their, their teammates' life harder. So sometimes leaning into that and say, I get that you're used to this, and this is easier, but it's given us headaches for everybody else to not be able to see it or have that audit trail or be able to have access to everything. That's why we bought this new program. Yeah. And and for the most part, I I would agree with that as well. With Bluebeam, especially, it's it's it's a great software to use for takeoffs. It really is. It's why we see it really across the industry. So the the thing that I would always recommend is is looking for those things that are going to enhance the the project the benefit to that project manager individually. Because like Matt just said, if if they're thinking about what they can do and how fast they need to get out those annotations and markups and and the new measurements, they're they're gonna continue to use that system. So it's always looking at, well, what is that plus factor, past that? What is what else is it going to enhance? Is it going to allow us to communicate now across the entire team for those markups, have better field to office workflows? Things like that are really what we start to talk about when we talk about plans and how that information that you can put in the office can be immediately available in the field, all the revisions immediately available in the field, all of that workflow. That that is more than just creating those markups and and, takeoffs inside of the office. Alright. Let's go ahead and transition into heavy jobs then. I don't see anything else coming through. We are going to be talking today about our potential change order log. Right now, it is currently in our beta phase, and we are actually, moving it out of that and and into general availability for all of you, very shortly. The first thing that I would like to say is thank you for all of our beta customers, who have taken the time to dive down into their needs, get us feedback. And we actually saw quite a few, changes within this beta process of what ended up within the software itself. So, again, thank you for everybody that participated in that. It's been a a really great experience to to deliver something we think is going to add value to everybody across the board. So it's a little painful in the beginning, but then benefits to to all of you. So where we're at right now, just for the navigation, you so if you notice I switched between screens because we currently do have it locked out. What you'll see today is a screen that looks like this with project management. Very shortly, what you will then see is that change inside of the drop down to now have project controls with that same project management function listed here with potential change orders in beta, listed as that new drop down. We'll be able to select that and then load into our potential change order log. And so if you're familiar with any of our logs all throughout, eight CSS, this is going to feel very familiar to you. So things like doing searches to search that individual item is going to be here, adding in filters, to look by status, to search by job, to search by that PCO manager, by all the different items that you would want to search by that we've identified so far is within this filter. And then, of course, the the ability to show and hide those columns to see the exact information that you want to see within this log itself. Looking, into the some of the benefits of this log versus having it in inside of that heavy job project management portal, the first thing that you may notice is that this is actually cross job. So what we'll see is that job description coming down the side. So this is, the actual job description, from where it's coming from, and then we can actually add in that job code as well if that's the way that you look at that information and quickly see or sort by that job code to know which one's which. And so that was one of the big things that we wanted to do, differently from communication with with those beta customers with discovery, was looking at the the benefits of having your potential change order log inside, altogether versus within that individual project view. So this really allows you to see that, risk, if you will, across the entire spectrum of of where your jobs are at and being able to very quickly sort and filter down into those items. And so just like with that, ability to, to filter, we can always as we're looking in and diving into that individual job, we can then choose and look within that one. So North Corpus Christi North Beach replacement, this is what I'll be looking at today and filtering down, in this case, that single job inside of this. So that's the benefit, off the bat of what we can do to really enhance that ability to see cross job, but then also still continue to dive down at that single job as that project manager needs to focus in on it. Looking at some of the, changes that we did, so within the overall, lines excuse me, table view, we have all the information displayed. What we wanted to get to was a nice quick shot of what that change order looks like because, occasionally, there might be an option to we want to to show the options of the plan sheet as an example or what the cost impact is, where all these options are are great to have, but it's difficult to view within this table view. So one of our, latest innovations for this, potential change or the log is what we call this, supermodal view, super view if if you will, where it really just takes that information and condenses it down into a nice cleaner view of what this, PCO is in this case. So this is now going to allow all that information to be presented very quickly, and I can dive in and look at all that info. So I can view the related items. I can very quickly link to that into a new tab. In In this case, for this RFI that is linked into this sheet, into the related drawings, for the plans integrations here, into the related cost codes to know which cost is gonna be affecting here as well as into those attachments to be able to open those directly inside that new tab as well. So really just creating a nice, easy workflow to allow you to quickly dive in and grab that little piece of information that you need without having to go all the way into the log into that view like we were doing before. And so, of course, that view will still be there. Now we just called our edit view now. So I can either click it from here, or if I'd already looked in that information and saw that I needed to say, add in a new cost code, I could very quickly choose that edit option to dive down into that PCL. And so, again, just looking through, the the setup, because the PCO is for a single job, this will always be displayed at the top, letting you know where you're at, where you're sitting, always giving that job context. A few of the things that we've added in, recently, this history trail is going to load up and being able to view that information for how the, for how this, in individual PCO has progressed to what it is today. So So as we can see, it goes back in time all the way through, whenever Britney created it, and then we can then see what revisions, Reid made, what provisions Britney made, and continuing down that trail until we arrive into that final state of what it is today. So we can see when that cost code was linked, figuring out all that pieces of information. So, like I said, really understand that this change order started like this, and it's progressed into this. So good reasons that you'd want to have that trail that say that, you know that the t and m work is going to occur. You're flagging that work as t and m and and right. And you want that within that potential change order. And, really, it's just a deciding factor of, is this something that is going to do t and m billing, or is it something that's a change to the contract, with the original quantity? So, lots of those things happen on the fly on those quick quick paced jobs. I think we had, somebody working within an airport environment where they knew that the work needed to happen, and it was just a quick flag and figuring out the the pricing on later on. So things like that would be a reason why you would want to see how that information has really evolved, throughout the how this PCO has evolved, throughout the the lifespan of it. Going down the list, I'll just go top to bottom. Show an eight CSS field is that next item. So this is a yes or no, and we'll be talking with Anil in just a moment about, that availability inside of heavy job eight CSS field. But really we we've, realized in that conversations that sometimes having that information of a PCO, which may still be in a pending stage or it hasn't even been sent to the owner, having that information available to the field, may be a bad idea. And so we want to make sure that the right information is displayed at the right time to that field user. And so for that reason, we have that option to toggle on or off the ability to show within HCSS field. Our PCO number, that is going to be editable. So it's by default going to give you a number that you can then change as needed, say, as the owner gives you a new number to associate with it. Subject status is is subject is pretty, self explanatory in this case. Looks like we might have an additional space, so I'll just we'll go ahead and and correct that right quick. Statuses, by we give you by default, a few statuses here. As you notice, you can change that to whatever you want. So in this case, we go through the setup within the same section of where you set up your statuses for your RFIs, your submittals, your issues, your dig permits, and you can then, set that status there as well. I think you successfully answered one of the questions there. So, yeah, whatever you want, you by all means, you change the statuses, and I think you're good there. And, excellent. Going down, you do have the owner CEO there as well. A recent change of feedback, and, again, thank you, to our our beta customers, on this feedback. Our rough order of magnitude, our ROM field, previously was a text entry, allowing you to type in whatever. What we've changed this to is into that dollar amount so that way we know, that we can track that information, as the that, you know, to track that information as a dollar amount versus whatever you may have been typing in before. Another great addition, from through through the data process, schedule impacts. So we had identified that we we knew that, there were cost impact PCOs and there were schedule impact change orders. But really looking at heavy job, it was, okay. Let's focus in on tracking that cost first. But it turns out that's not the case is that even if it's not, something that's going to affect the cost, within heavy job and what it does so well, let's go ahead and get it all in the same place and have that schedule impact, potential change order and get it logged and and documented for that final review for that review with the change orders with the owner. Next section down here, we've grouped in all of our related documents. So we can see that, before the the RFI two was linked into this one, I can choose to go in and link those different items. I will have a few different ones that I can link. One will be RFIs. Our issues will also show up within this as well. I have to verify that we have issues on this, particular job before it would show up. If we look into related drawings, similar to RFI's, submittals, and issues, it's going to follow that same process, the same implementation, that we did for RFI's, submittals, and issues. We have the ability to type in a plan sheet if it's linking to an item that is not inside of HCSS plans, or I can have a direct link into HCSS plans in order to open up that information and view it there. So that way, with the click, it's going to open up into that new tab, display that plan sheet as well as any of those additional markups that you have, for this change order. And then, of course, at the bottom, which you already saw within that display, the ability to upload your own attachments to to have all the documents in one place. Alright. I think I've done a fairly exhaustive view of the change order log. Do we have any questions coming in, Adam? We do. And, as I think we're we're gonna switch over and and get to mobile as well, but we'll handle some of these real quick. First off, is there a character limitation for PCO number? And there's always one way to find out, which is just typing a bunch of characters in there. So Let's go ahead and see what we have. So looks like we do limit the PCO number up here. What was that going to be? Five, ten characters. I'm guessing do do you have a particular, coding scheme, say, like a numeric dash number to indicate what type of change order it is is is my guess. What we could do there is to add it into our owner change order number in order to to get that there. Really, no. We do have a limit, but it's very long. It's gonna be past whatever you need for that. Owner change order is where you could do that, and the PCO number, really, it is based on only numbers. So if I type in a f for Andrew Fowler, that does not respond back. So this is only really to get that order of the PCO number internally and then getting the, owner and CO number to the associations there. Looks good. And then there were several questions. I see Jason here. Hi, Jason. Good to see you. But, several questions from a a couple of people regarding how we're gonna be handling the budget breakdown and interfacing with the jobs budget in the cost codes. That is not something that is yet done. It's actually something that the team is gonna start working on, as soon as this initial release of change orders is out, but they'll be gonna be working with interfacing with the budget itself. So that's where we're gonna see stuff like, making sure that materials that are tied to those Costco, that the change order will now be tied to, making sure that those update successfully through everything. So definitely see some questions regarding purchase orders materials, and then just how we're gonna handle the complete budget breakdown and costs. So that is still to come, but it's something that we're gonna be working on this summer. So Yep. And that and just to, give it an overall outline, the the goal of our potential change order log is really for you to, at the end of the project, understand, where the cost and revenue was at the beginning and then how it's evolved through that within the potential change order log at the end. So linking in all of the different changes as you add in those, extra work cost codes into the system, you can then associate that with that potential change order or vice versa, if you, depending on how you operate. And I'm sure Matt can go into the the best workflow for, how to track extra work. But depending on how you operate, if you already have those extra work codes set up, once once it does get logged have time logged to it, then you can go back and associate it. Right. Thanks, Andrew. We're gonna move over to Anil. And I think, Anil, you're gonna walk through some of the mobile, aspects of potential change orders. Yes. I will. Excellent. So we're still building this out. It's not out just yet. So I'll have some screenshots here we'll talk through. And then probably in the next month's webinar, we'll actually do a a live demo of the changes. But so those of you that are familiar with our project controls module as it exists today in mobile, the first thing you'll probably notice is that the screen looks different. Because we added a new module with potential change orders, we took the time to just rewrite the project controls module overall, to give it a a cleaner look and feel. This also allows us the opportunity in the future to add in additional logs that exist in heavy job project management. We have capacity and ability to then go in and add some of those into the updated project controls module. So it's talking specifically about PCOs. We have two views, essentially. The first one is this one, which we call the log view. Here you'll see the job specific PCOs that from web were toggled to actually show in mobile. So if anything was toggled to not show in mobile, obviously, we won't show that. But the ones that were set to mobile will show those in this initial view for the job that was set on the dashboard of the mobile app. Here, we'll show the PCO number, a the quick subject, the status of it, and then we'll specify the related drawings and cost codes just right from from the get go so that your field users, they know specifically, which cost codes are impacted by the PCO with potential change order and then which drawings they need to reference. We also have a search functionality. It works very similar to what the search functionality does in web. It essentially just searches anything. So if I search three, it'll show me that that second, expand ramp. If I search approval approved, it'll only show me the approved ones. So kinda just it'll let you search every any text on the screen. Reid, if you wanna go to the next slide real quick. Okay. And then this is what we call our detail view. This is where the meat and potatoes of, the project control or, say, the potential change order is. We have the same top level general information of the PCO number, the subject, the status. We also show who is man who the pro who the PCO is managed by, and then the description. Description can be as short or as long as you want. And this in my screenshot here, it's actually cut out. There's there's more text beyond it, but we'll show kinda all whatever you put into the website, we'll show that here. Similarly, we'll have the related Costco to related drawings. And then in this detail view, we'll also have the related items. So if you remember when Andrew added in the linked RFI, or issue to that PCO, we'll show that in mobile. And if they tap into this RFI zero zero two exit ramp, it'll open the RFI screen, so they can go in and read through the details there, and then also the attachment. So when we added in those attachments on the website, those also show on the mobile side. And then that should say for the related drawings as well, if those are the ones that are tied to our plans product, you can tap into view and plans, and then it'll open, that specific drawing in the plans app on the device. Something else to know that what we're working on, I think we've talked about it a little bit in previous webinars, is the next big thing we'll work on is a cost code list, where, essentially, the thought is that instead of having to go to a time card and add in individual cost codes to see their progress, we'll have just a a screen where you'll see all your cost codes on the job. You'll go to the status. We'll see the today quantities, things like that. In that view, we'll also tie back in the PCOs along with the RFIs, issues, submittals, dig permits that are tied to those cost codes. So there'll be a couple of ways they can get to it. They can start at that cost code list initially, or they can come here, straight into the PCL log and see that information there. And then yep. The the other, quick thing that we did in mobile was offline messaging. I know a lot of times the the users in the field may be out, you know, in in remote areas. They may not have the best Internet, and they may be expecting a a new guy or a new Costco or, yeah, a new employee, new equipment, new Costco, to add to their time cards, and they may not be seeing that. So let me give the the field office or the office a call saying, hey. I'm expecting to be able to see John on my time card. I'm not seeing him. Did you add it yet? And a lot of times, the office may have added that resource, but due to the web system or the manager system, but they don't see him on the the app. And instead of kinda addressing, did the office not do their job yet or is it something else, we've added in just clear messaging saying that, hey. You're running a refresh. Your device is offline. You're not gonna be able to actually get that data that you're looking for until you have Internet again. We have it in three different places right now. We have it on the dashboard refresh, the time cards cost code refresh, and the time cards employee equipment refresh, just so that it's it's very clear that, hey. You don't have great Internet, which is why you're not able to why the refresh is not able to complete and you're able to send a new resource that was added. I think I used being loud there to make sure that I know. Instead, I was like, oh, okay. I guess it finished, and, and I don't have anybody new. Kinda like refreshing your emails. Okay. I guess I don't have any new emails. It's like, no. I don't have any Internet, so I don't know if you have any emails. So making that pop up and be a little bit louder, the form, and to be explicit, I think will be really good and help some of that communication. Now I think we have four, former support employees, within this group. Anil, you're the the one most recent out of support. How many calls do you would you say come in on a weekly base? Oh, it Around just the offline issues? Yes. It's it's it's Just five hours. Our big our second biggest call driver is in support was, hey. I'm not seeing this guy. What's going on? Did my office not do their job? Is it a local issue? What's what what's the hiccup? And, yeah, it's it's massive. So, hopefully, this but both from our support side, though, it was a little bit selfish that we did this, but it also, like like Matt said, you know, helps clear up the confusion that, hey. Is the office not doing their job, or is it my device? I'll say that's one of the the benefits of of having on the team is having that, recent knowledge of support and and how to make sure we, keep the customers fixed up. Sure. We had a few questions come in, that I think we can cover. One the first one is, is there are there any APIs to sync the PCOs to our accounting system? Yes. There are. But they they will be released, and the feature flag will be enabled on them, when we release the PCO story, in the next week or so. So, yes, you will be able to sync them with your accounting system, if you're good with APIX. And then, one more question on progress billings are not available to hybrid customers, are they? Good call, Diane. They are not available to hybrid customers. That is a web only feature. For those of you on hybrid, obviously, you're using, pay estimate billing on on the desktop system. That, I think no. We have a few more questions coming in. Some people on the team can type some answers to those. But we're gonna move over, and John's gonna talk about library materials updates. Alright. I'm John Knudson. I'm one of the technical product managers for HeavyJob, focused mostly on the the web app. So, library material updates. We have heard your requests in this area. We've been making some progress on this already throughout out the year. Bringing in the material library access on mobile was a big step in the right direction there, just giving you more access to your overall, business unit level library list for materials. So those of you that are familiar with the web only system, previously, those were, at the job level, kind of tucked away within the material setup. And we just wanted to get more visibility for this, more, business unit access, more ability to make larger changes because we know sometimes, you know, anything from a typo that needs to be fixed to, maybe an updated material list will bring all kinds of reasons for updates to the library, and we want you to be able to to make those changes quickly. So a couple things I wanna talk about that are already released in the web only system as of today, and then we've got some other ones coming soon. So, first off, the ability to update, descriptions and the heavy bid code. So just right in the grid, once you go under the setup tab and go into the library materials, you can, just start typing right in the description, make changes there. Same thing with the heavy bid code. One quick distinction on this. The heavy bid code is already, set at the business unit level. The material description can actually be different from job to job. So, one element that we're adding to that is a job level sync that will basically be able to let you make changes at the library level and then say, okay. Do I want this to just apply to new jobs going forward? Do I want to go back and kinda retroactively update jobs? If so, do I wanna do that for all jobs or just a handful of jobs? So, lots of different options come in with that sync that basically give you the most amount of control over the description, because we realize that, you know, while the code is useful, the description is a lot of times, kind of the guiding light that field users use to kinda know that they're on the right material selection there. So alright. If we could go to the next slide, we'll talk about the next update as well. Okay. So this is the Excel import. We may need to refresh this one, but I can kinda talk about it real quick while we're doing that. Basically, we had the ability to export to Excel from the library material list. Now, you know, pretty straightforward, we're giving you the ability to import as well. So there's a couple restrictions here. We have a the ability to delete that we're gonna talk about here in just a moment, but we wanted to make sure that was something that was really intentional, had a couple extra checks. So, right now, the import gives you your standard options. You can update those subscriptions, heavy bid codes. You can add new materials. Any of you that have been using this system pretty thoroughly already, you may have been giving a call to support in the past to update some of these elements. Now you can just do it on your own, right there in the web app. So, that's an add or update feature. Again, we're not, allowing a full delete through the Excel import. Alright. Thanks for updating that there. Here's a little bit more info about the actual delete function. So this is something that we've been working with our design team on as well that you may notice is a little bit different. We'd love to hear your feedback about this, but, you can see, in the image here that as those checkboxes are selected, the top of the grid actually changes and gives you some different options. So, the ability to change the cost type is something that we had in there already. Now that's kind of tucked away since this is something that is, specific to one or more rows. We wanted to make sure it was, you had as much screen space as possible to view the grid. So, if you want to change the cost type or delete a record, you just select one or more check boxes there. One important thing to mention as we're deleting from the material library, that does not affect existing transactions, you know, the same way we've always done in HeavyBid. Once you, have a time card that's submitted, any material records, you know, that that is something that, is not going to be affected by those business unit level changes. Alright. And I think we've got one more slide for the material libraries. Oh, never mind. I was gonna add one, but, basically, just talking about what's coming up next. We've got the ability to change the actual material code, so that's gonna be a really useful one. We've gotten some calls in support about that. We've got the ability to do a couple other updates as well. The one that I mentioned earlier, just syncing down the material description to the job level is gonna be a really powerful tool there as well as the ability to, just add materials directly to the grid here at the library level. So, again, you know, any of these, once they're added to the library, we can pull those down into jobs, add, you know, relationships to purchase orders, vendors, different things like that. We've also got that ability to link those up to a job on mobile now. So, just a lot more accessibility to materials. We want you guys to be able to take this function, you know, out of your accounting system and really bring it into heavy job as well so that you can get the most accurate job costing possible. Because we really realized that for some of these jobs, you know, the material cost is a really big part of your budget. So, as you're progressing through the job, it's really important to be able to see those numbers, and we should be able to do that, with more accuracy and power now due to some of these updates. So, if you guys are materials power users and you've got questions or thoughts about this, shoot me an email. You can see my name up here on the screen. My email is just jonathan dot knutson at hcss dot com. I would love to hear from you. I'd also like to kinda put a a plug out there for feedback on some upcoming features as well. So anyone that's using, you know, GPS location in relation to their heavy job costing, I've got a few questions I'd love to chat with you about. We're looking at, you know, potentially comparing GPS hours to time card hours and figuring out the best way to answer the questions that you guys have there. We've also got some upcoming work on a a map view as well that will bring in all the different location based information that we have within our suite of materials. And so I'd love to chat with any of you guys that have feedback or ideas for that. Those are still in the works, and we're really excited to to bring you some new features there. Alright. That's all I've got. We have one question come in. If a material code gets deleted but was used within a job, what takes its place? Yeah. So if it gets deleted, it will still exist at the job level if it's in a transaction. So, you know, any of those transactions will will still exist. Perfect. Hey. Archive would probably be a more accurate button label, but then it's, maybe a little more confusing if you it's like archive. What's that mean? So you're effectively deleting it, but not really deleting. Yeah. Yeah. Say the the library materials is really handy. If you you end up using a material you weren't planning on using on this job, but you you've used it on a previous job, it's gonna be in the library automatically. If you have a job where you you set it up real quick and you didn't come from heavy bid or heaven forbid you don't have heavy bid, you've got a, an easy way to now with the Excel import, load up all your normal material lists. So those are always just there and available. If something comes up in the field either, as an emergency or, hey. These are the twenty things that we normally, really care about. I want those to be in the library so that way you've got an easy way to track it. So for our our web customers, this is a super handy way to be able to to handle tracking any materials that might not already be set up on that project. For our desktop customers, you can effectively do the same thing by putting in your job mask, and those materials are already coming in auto automatically. If it comes from heavy bid, it'll just update the prices of those. So there's kind of a way to do this in desktop. This is a really nice way to be able to, to handle this same sort of idea on the, on the website and now being able to manage that, clean that list up a little bit better, because I I was quick and lazy and didn't realize that we already had a, our six inch SDR. I just put in, six I n or something like that. So, oh, let me set up another material. I'll make it a little bit easier to clean that up for the future. Excellent. And last, Adam, I'm gonna turn it over to you to talk about h c s h c s s AppStack. Adam, I think you're on mute. There we go. There we go. Yeah. Thank you there, Reid. There. Alrighty. I'm actually here to talk about a screen that actually isn't handled by the development team. It's organized by anybody here on this call. Doing a little favor for our that gets some looks. This is h e s s apps dot com. This is where if you if you don't go to heavy job dot com or heavy job dot h e s s dot com or plans dot h s s dot com because you memorize these. They're locked in your brain. It's your most important website that you'll you'll visit every day. But sometimes you just go to h g s f dot com because that's just what's stored in your browser. This is where you end up. If you're like me and have every single product turned on for your user, it's gonna look like this. Many of you probably have less of these little boxes everywhere. Our platform team is looking at, needing to redo this page. It's been there for six years, seven years, but they wanna re right size it. So there's a lot going on on this page, and the question is whether or not we need everything that's going on on this page just for a landing page. So there will be a poll in a second. But before we get there, let me, let me go ahead and show, what's available here and so y'all can help me figure out what we're not gonna put in there, so that we're not wasting time on stuff that doesn't get used. For instance, what we've discovered is that no one knows that you can click and drag these things around. So I'm not even asking you that. That will not be an option going forward. Not important stuff. We did it six or seven years ago. We don't need to do that again. Something that does appear there and something they have question marks is around these metrics. We don't have them for heavy job, but we do have them from for some of the other features. I can click on here to customize the card and turn on a metric. Safety appears to be the one that is, most using this, so I can come in here and turn these on. And so the big question for us is, is anybody actually using these numbers that appear on h t s f dot com when they pass through here, or you really just come in here for, the links to open up your products? So, Reid, if you don't mind if we open up that poll. And I'm seeing people write it in there, but there we go. There's a there's a poll that should be happening right now. Top answer or sorry. First answer listed there. I've never seen this page before in my life. I am okay with y'all answering that. Let's be clear. I go to heavy job dot com, and from there, I go to the other products. That's just my default. But, certainly, I we can see that some people are going there. Looks like we have some people that are actually using the metrics there, and there's other people that say, I'm just the links, ma'am, and and that's all I need. So I do appreciate some of the comments coming through in the q and a section of, so, Anthony, I see you use it, but most of your employees do not. Fair enough. Fair enough. Yeah. Alright. Well, it looks like we have, gotten an idea. So about thirty percent, are using the metrics here, And I will definitely pass that along to our platform team so that they are aware and, can right size, their solutions they're building. It's it's one of these things that, is constantly tricky for us, engaging. We see there's a lot of cool things that we could be doing, but we wanna make sure that everything we build, y'all end up using, y'all care about. Because there there are a lot of thing cool things we do, and y'all alright. So, we do wanna make sure that y'all want all the things that, that we could be building. So thank y'all for, for assisting us with this final question here. I do apologize, Bucky, there for you getting an error when you attempt to turn on the metrics. We can, take a look at that. Alright. That that's it for our our our webinar today. I wanna thank everyone for joining. Thank you for participating in the polls and asking a lot of questions about our new new features. And really excited about leave these new features that we have coming to you and hope they help improve your workflows going forward. With that, everyone have a great morning, and we'll talk to you later. Everybody. Thanks, everybody.