March 21, 2:59pm

ProjectsForce 360° CRM Release Notes

Starting with this week's release, we're excited to introduce a new video series providing a high-level overview of our latest features and updates.

Click here to watch the Release Notes video →

CRM: Quotes – Create Templates

ProjectsForce 360° introduces an enhanced Quote Templates feature, enabling users to streamline quote creation effortlessly. Admins can now access a dedicated Templates option within Configuration, where existing email templates have been relocated for better organization.

Admins can:

• Create and save templates with customizable names.
• Dynamically tag templates to specific categories or customers, linking multiple templates effortlessly.
• Easily include standard labor and product line items, upload documents, and set terms, conditions, and payment details.

When generating quotes within customer profiles, users can select from pre-made templates to auto-populate line items, documents, and calculate totals instantly, significantly reducing manual data entry.

CRM: Quotes – Photos and Documents

Enhance your quotes with the ability to upload and share documents and photos directly within quotes, improving clarity and communication with your customers.

CRM: Quotes – Dynamic Overall Margin

Adjusting profit margins is now more intuitive. Users can directly modify the Overall Margin on a quote, prompting the system to automatically adjust revenue or costs of individual line items to match the targeted margin.

Sync EPA Details, Installer, and Retailer Notes

Enhance project synchronization with new settings (off by default) allowing you to sync additional data from parent to child jobs:

• EPA Details: Automatically sync lead-related data.
• Installer Notes: Sync notes and related actions for technicians.
• Retailer Notes: Sync notes communicated with retailers like Lowes or Home Depot.

Upload Photos and Docs via Email

ProjectsForce 360° now enables document and photo uploads directly from your email inbox. Activate this feature through our support team. Simply email your documents/photos with the relevant PO# in the subject line, and attachments will automatically associate with corresponding jobs.

Technician VOC and Survey Details

ProjectsForce now displays key feedback metrics on the Project page:

• Survey Date (Lowes/Home Depot)
• Technician VOC (Home Depot only)
• Craftsmanship, Professionalism, LTR (Lowes only)

These fields appear only when data is available.

Checklist Enhancements

Checklists have been significantly upgraded for enhanced usability:

• Customizable Visibility: Configure checklists based on project attributes (type, source, category, status).
• New Question Formats: Table and Card formats for structured or visual presentation.
• Project Information Display: Essential project details at checklist headers with editable auto-generated names.
• Clone/Delete: Quickly clone, copy, and delete checklists or individual questions.
• Preview/Download: View or export checklists effortlessly.
• Search, Sort & Pagination: Enhanced navigation through checklists and reports.

Web and Mobile Signature Confirmation & Document Enhancements

Improved signature management ensures technicians confirm captured signatures via mobile or web portals. Users receive clear notifications prompting signature confirmation on relevant documents. An informative help icon also enhances user training.

New Feature: Multi Record Edit (Bulk Update)

Save time updating data across multiple records simultaneously. Admin-enabled users can:

• Bulk edit Project Status, Tier, Job Duration, and Products.
• Efficiently manage bulk edits through checkboxes and inline editing within widgets.

Note: Certain statuses with dependencies (e.g., Scheduled, Tentative) remain restricted from bulk updates.

Copy Project Description

Easily duplicate Project Descriptions with a convenient copy icon, streamlining your documentation process.

Expose Store Source

Store sources are now clearly visible in widget reports, improving traceability and data insights.

Mobile: Async Storage and Credential Retention

Enhanced storage improves mobile app stability and ensures credentials persist post-upgrade.

Project Details: UI Enhancements

Improved visibility and performance for Documents and Related POs tabs, enhancing usability.

Cache Logged-In User Details

Optimized login experience with stored user profiles and permissions, reducing database queries.

Scheduler/Calendar Enhancements

Scheduler and Calendar features now offer superior performance and intuitive pop-up designs for improved readability.

Pull Estimate Sheets from IME

Estimate sheets from IME automatically upload to ProjectsForce docs upon reaching "APPOINTMENT_RUN" status.

New Issues Originated From: Vendor Option

Clearly track and manage issues originating from vendors with an added dropdown option.

Bug Fixes:

• Offline Mobile Upload Timestamp: Documents created offline now retain accurate creation timestamps upon sync.
• Fixed Header in Documents: Persistent edit/save buttons for documents regardless of scrolling.
• Mobile EPA Lead Completion: Resolved navigation and completion issues during EPA details submission.
• Global Filter UI: Restored category dropdown functionality and improved client list repopulation.
• Chargeback Status: Corrected status retention post-editing.
• Labor Profile Cloning: Eliminated errors when cloning labor profiles without assigned items.

For more details or support activating features, please contact ProjectsForce 360° Customer Support.