June 13, 1:21pm

ProjectsForce 360 June 15, 2025 Release Notes

Show Line Items on Project Templates

Similar to Project documents, going forward system would also show the linked labor items, product items, related project items on the left bar while opening any template under the Project as well. This would give a seamless experience to the users to view all the ordered items while reviewing the templates or connecting with the end customers.

CRM - Signature on Quote

As an enhancement to the CRM quote, while sending a quote to the customers over the email, customer would see a signature icon at the end of the quote in a footer, clicking on the pencil icon would open a signature pad for the customers to provide their signature as an acceptance.

Once the signature is captured,

• Customer would receive a signed copy of the quote as an attachment in the email

• In ProjectsForce 360*, the status of the quote would get changed as Approved by Customer, a signed icon would be visible on the quote details, next to the quote number and also user can download the signed copy under the quote by clicking on the download button.

Restrict Technician Visibility Enhancements

As an enhancement on the restriction of the technician visibility for the users, while defining the global filters in the user management profile, if any filter has the Restrict technician visibility flag selected for any user, then along with the existing functionality of showing only those technicians defined in the filters on

• All the technicians dropdown through out the application

• Scheduler → Calendar to show only those technicians, if eligible on the selected job in RTS table

• Calendar to show jobs of only those technicians

• As an enhancement in this release, now the RTS table would show the jobs ONLY which are assigned to those technicians with the work type as Assigned.

This way restricted users would not have any visibility of seeing the jobs which are assigned to other technicians or which are ready to be scheduled but not assigned to them.

Permission for Unassigned Checkbox on Maps

To further restrict the visibility of jobs for the restricted users, a new permission as Unassigned Project in Map is created which would control the Unassigned checkbox visibility on the Maps visible as a left menu or under the Scheduler as a tab named Map.

Checklist Follow Up Date & Completion Date

As an enhancement to the checklist module on web, the existing fields as Follow Up and Completion Date would now be a mandatory fields which would be prefilled with today’s date and will have a date picker to choose any date of present or future and can be modified by the user after the checklist is submitted.

Upload SMS Via File

As an enhancement to our bulk data import feature, a new option would be added as Upload SMS where in now user with permission can upload a file with below template and can send SMS to the end customers up to 500 in single attempt by uploading an excel file with two columns as defined below to add the Project Number and text to be send to the customer.

Save Layout default choice at role level

Currently user can switch to the new project layout or toggle back to the old until the active browser session while as a further enhancements to our custom and fully dynamic layout or Project page, now admin can decide at the role level whether they want the user to always see the old view or new view and user can still toggle the value up to the active browser session. But while logging back the view defined at the role level would be considered as the default value for all the users under that role. Default value for this release is kept as old view for all roles.

Delete Group Categories

In this release, system would provide the delete functionality too along with the existing view and edit functionality on the grouped categories under the company configuration, this would allow user to delete any unwanted group being created accidently.

Buttons position on User Management Filters

For the better visibility, the position of the Reset and Apply buttons on the filters section of user management would be moved on the right top.

Update Email Templates

For the better visibility, the invitation emails, Password reset and OTP emails would be modified in this upcoming release.

Assigned Renovator For Tentative Schedule

As an enhancement, Assigned Renovator would now be visible for the tentative schedule work type as well for the Lowes jobs where it was earlier rolled out for Schedule type.

UI Enhancements

System would be enhancing the UI for below modules for better performance and maintaining symmetry with the other modules.

• EPA Lead on Company configuration and Project Details

• Widget Listing page

• Project Need Support

Bug Fix - Fields on Payroll page

Bug would be fixed to align the visibility of the fields on the payroll module on smaller screens.

Bug Fix - Filters values are not getting reset

Bug would be fixed where the filters of user management was not getting reset even after removing the data from input field.