September 26, 3:16pm

ProjectsForce 360

October Monthly Release

We’re excited to share the latest updates designed to improve efficiency, visibility, and usability across ProjectsForce 360.

Paid & Unpaid Labor Cost Summary

• New fields Paid Labor and Unpaid Labor are now available in the Project Items cost summary.

• These fields display the total dollar amounts of line items marked as paid vs. unpaid.

• Widgets under the Project Table now include Paid Labor $ and Unpaid Labor $ for quick visibility.

Payroll Enhancements

• A new Final Export button allows office staff to complete validations and mark all line items as exported, preventing duplicates in future reports.

• Exported payroll reports now include:

  • Exported (Yes/No)

  • Exported Date

  • Exported By

• Widgets under Project Tables also display export attributes for added clarity.

• Two new filters make it easy to manage exported vs. pending items.

User-Based Auditing (Add-On Feature)

• Tenant admins can now enable detailed auditing to track login/logout times and user actions (e.g., scheduling, job updates, customer contacts).

• A new User Activity menu under Admin provides:

  • Filters by date, action, and user

  • Hyperlinks to detailed project updates

  • Export options to Excel

CRM & Client Management Enhancements

• Auto Leads & Projects: When creating a client, a pop-up now prompts users to create leads and projects immediately—no extra steps required.

• Client Creation from Project Page: If text entered in the client or category fields doesn’t exist, a new icon allows users to create and link the record instantly.

• Quote Workflow: From measurement projects, quotes can be created manually or from templates. Approved quotes auto-generate jobs.

Project Copy & Item Visibility

• Copy Project Items: Copying a project now gives the option to include Project Items along with basic details (no technician assignments).

• New Project Items View:

  • Key fields show upfront; secondary fields expand only when needed.

  • Tenants can configure this as the default view, with users able to override for their session.

Permissions & Controls

• New permissions for pull-down icons (Installer Notes, Store Notes, SMS, Email) provide finer control over what users see in the top bar.

• A new User Assigned permission has been added for global search.

  • Users with this role can only search for projects assigned to them.

  • Admins can disable this setting for roles that need broader access.

Scheduler & Map Enhancements

• A new Scheduler Synced Map toggle ensures map data always matches the calendar view.

• Map and Split View buttons have been simplified, with an info icon added for clarity.

Pull-Down Notifications Updates

• Notifications now show only the last five days for better performance.

• Installer and Store Notes are merged.

• CRM communications (SMS, Email, Client, Lead, Quote, Invoice, Payment) are now included.

• Role-based controls determine who sees which notifications.

Finance & Payment Controls

• Line items cannot be edited after finance review.

• Paid jobs can no longer be moved on the calendar.

• Pinned Notes: Schedule Notes are renamed to Pinned Notes for clarity.

• Payment requests now allow check and requested amounts less than $1 (but greater than $0).

Service Time Entry

• All service times must now be entered in MM:SS format for consistency.

Mobile UX & Performance

• Documents, photos, and videos now appear in separate tabs instead of a single scrolling list.

• Closing a document no longer redirects users to the details page, making navigation faster.

Permissions Cleanup

To simplify role management, unused permissions have been removed, including:

• Dashboard Filter

• Site Inspection

• Store Notes

• Template Document

• Client/Store Details

• Technician Coverage Management

• And several outdated mobile/job actions

Bug Fix

• Fixed an issue where rotation % did not reset properly when job coverage was changed. The system now correctly recalculates ratio and rotation %.

Questions?

If you need help with any of these updates, please reach out to our support team.