June 30, 7:13am

ProjectsForce 360 Release Notes

Release Date: June 29, 2025

🔧 Payroll, Chargebacks & Retainage

• Chargeback Updates

  • You can now edit chargeback payout entries up until payment is made—even if the chargeback date is in the past.

  • A new Admin Fee field has been added to the Chargeback Summary, alongside Material and Labor Chargebacks.

• Payroll Enhancements

  • Chargeback reasons now appear in exported payroll reports for improved clarity.

  • Workroom filter in payroll reports is now a multi-select dropdown.

• Retainage

  • Like chargebacks, you can now edit payout entries on retainage until they’re paid.

🛠️ Scheduler Enhancements

• New Quick Action: Customer Issues

  • A new “Customer Issues” button is now available (permission-based).

  • Clicking this updates the internal status and opens an issue form. Descriptions are added as internal job notes.

• RTS Table Update

  • When accessing the scheduler from any job, that job will now always appear in the RTS table—regardless of status filters.

  • You’ll also see eligible techs on the calendar below for assignment.

• Clear RTS Date Automation

  • New feature clears RTS dates when setting statuses to:

    • Completed

    • Needs Review

    • Dispatched

    • In Progress

    • Waiting for Product

  • This is configurable per tenant.

• Compact Scheduler View

  • Toggle a new “Compact View” on the calendar to shrink job cards for better visibility of tech schedules.

  • View preference is saved during your browser session.

📱 Mobile & Web Enhancements

• Busted Job Updates

  • New toggle allows users to clear the confirmation status when marking a job as “Busted.”

• ETA at Project Level (Home Depot Jobs)

  • The latest delivery date from line items now populates the ETA field under Schedule Info.

• Restrict Completion if Contract Pending

  • A new tenant permission hides the Complete button if the job is marked as “Contract Pending” to prevent premature completion.

• Offline Sync Improvements

  • Badges now show sync progress after logging in or reconnecting.

  • Failed document downloads now display an icon indicating retry is needed.

• Dropdown Scrolling for Mobile

  • Long dropdowns (Statuses, Types, etc.) now scroll instead of covering the whole screen.

📝 Notes Enhancements

• Default Note Type Now Applies to Status Change

  • Default note type (as set by the admin) now applies when changing status from “Waiting for Product” to “Ready to Schedule.”

🧾 CRM & Quotes

• Default Sales Tax at Company Level

  • Admins can now set a default sales tax rate at the company level (up to 99.999%).

  • Tax is applied only to taxable line items and carries through to Quotes, Projects, and Invoices.

• Taxable / Non-Taxable Quotes

  • New toggle lets users classify a quote as taxable or non-taxable.

  • The system auto-applies or removes tax based on this setting.

• Display Tax Percent on Quotes

  • Quotes now display both tax amount and tax percent for consistency.

🗂️ Permissions & Controls

• Control Add Project Category

  • Admins can now restrict which roles can add new project categories on-the-fly.

• Tenant-Specific Project Types

  • Project Types are now tenant-specific. Reach out to Support if you want to add or remove options unique to your business.

🏗️ Project Permitting → Regulatory Overhaul (IMPORTANT)

• The Project Permitting tab has been renamed to Regulatory.

• Fields have been renamed for broader use across regulatory needs.

• A new Type dropdown and dynamic Status field have been added.

• The interface has been upgraded for clarity and customization.

📸 Media Improvements

• Download Icon on Photo & Video Cards

  • Quick download option now appears directly on photo/video cards.

☎️ Left Message Enhancements

• Added Left Message 4 as a new quick action status.

• Once a job is reset to “Ready to Schedule,” message count resets to allow reattempts.

🔐 SMS OTP Support

• Users now receive One-Time Passcodes via SMS in addition to email for easier login verification.

🐞 Bug Fixes

• ✅ Payroll: Reviewed/Paid flags now sync correctly.

• ✅ Mobile: Badge ID for crew members now visible.

• ✅ Auto Tech Assignment now excludes inactive installers.

• ✅ Mobile: SMS history timestamps now respect local time zone.

• ✅ Notes Sync: Original created-by dates now carry to child jobs.

• ✅ Arrival End Time now auto-populates after setting Arrival Start Time.

• ✅ CRM: Tax now calculated on discounted amount, not full value.

For any issues or to enable new permissions, please contact our support team.

ProjectsForce 360 – Built for how you work.