July 27, 7:10am

ProjectsForce 360 Release Notes – July 27, 2025

Historically, ProjectsForce 360 has deployed updates every two weeks. Starting now, we will move to a monthly release schedule to enhance stability, provide thorough testing, and deliver an improved user experience.

Below are the latest enhancements and updates designed to streamline your workflow:

Chargeback Module Enhancements

• Multi-Technician Chargebacks: You can now select multiple technicians simultaneously in the Debit User field, making it easy to distribute charges.

• Custom Amount Allocation: Assign custom chargeback amounts individually or collectively to selected technicians.

• Automated Tracking: Automatic payout entries are generated, with enhanced tracking through the newly added "Debit User" column.

Scheduler Compact View Improvements

• Optimized Display: Technician and job cards have been resized in the Compact view, allowing you to view more jobs and technicians simultaneously without flickering.

• Easy Toggle: Compact view is optional and can be quickly enabled or disabled within your active browser session.

CRM Enhancements

We've enhanced CRM capabilities for greater visibility and seamless customer communication:

• Signed Quotes Storage: Signed quotes are now automatically saved in the Documents tab for easy future reference. As before, signed quotes cannot be modified.

• Email Communication Tracking: All customer interactions related to quotes, including sent quotes and emails, are consolidated and visible in the Emails tab.

• Quote-to-Project Status: When converting a finalized quote into a project, the status automatically updates to "Converted to Project."

• Retail Amount Visibility: The "Quote Total Retail" amount is now selectable for display in the new project layout, clearly showing the total retail value.

Global Filter Flexibility

• Enhanced Custom Filters: Custom filters now default to parameters set in your user profile's Default Filters, allowing easy modifications or additions of runtime date filters without losing your existing preferences.

Web-Based "On Way" Action Button

• Unified Functionality: The popular mobile "On Way" button feature is now available on the web, capturing date/time actions, sending optional SMS notifications to customers, and logging the action under project notes.

Technician Assignment Updates

• Improved Technician Assignment: Technicians manually assigned with the "Assigned" work type will no longer have auto-filled Scheduled Start and End Dates.

• Scheduler/Calendar Integration: Assigning the same job through drag-and-drop on Scheduler or Calendar will automatically update the technician's entry from "Assigned" to "Scheduled," including date and time details.

Widget Listing Audit

• Enhanced Auditing: The widget listing now clearly displays audit details, including "Created By," "Created Date," and "Modified Date," providing better visibility and accountability.

Coverage Selection Simplification

• Multi-Type Coverage: Admins can now easily select multiple coverage types simultaneously, simplifying setup and management. These coverages will display uniquely grouped by type for convenient editing or deletion.

Mobile App Job Status Visibility

• Comprehensive Job View: Mobile users can now see both Completed and Closed jobs under the Completed tab, with totals reflecting both job statuses for accurate financial tracking.

Related PO Search Improvement

• Improved Visibility: Project # and PO# now appear prominently at the beginning of search results when linking Child POs to Parent jobs, making identification easier and quicker.

Bug Fix

• Checklist Column Text: The issue with checklist columns exceeding table width has been resolved, with text now properly wrapped for readability.

We appreciate your continued support and look forward to providing you with consistently high-quality updates and improvements.