[in progress]

Release Date: May 18, 2025

We’re excited to share the latest enhancements and new features rolling out across the ProjectsForce 360 platform. This release delivers powerful new tools, mobile upgrades, performance improvements, and critical bug fixes to streamline your day-to-day operations and improve usability across web and mobile.

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🚀 New Features

📹 Upload Videos to Projects (Paid Add-On)
You can now upload and store job site videos directly within your Projects. This new feature is available on both web and mobile and enhances your ability to document job progress or site conditions.

• Uploaded videos appear in the newly renamed Photos / Videos tab.

• Videos are uploaded one at a time with a visible progress bar and confirmation message.

• Reach out to support to enable this paid feature and learn more about pricing tiers.
  Note: To cancel or delete uploaded video data, contact support.

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🔐 Mobile Biometrics Login
Users can now log in using biometrics (Face ID, fingerprint, PIN, or pattern) based on their device settings.

• A prompt appears upon first login after update—users can enable or skip.

• Once enabled, login is secured for 90 days without re-entering credentials.

• Users can enable biometrics later from the Profile page if skipped.

• Supports both iOS and Android biometric settings.
  Note: After 5 failed login attempts, the system locks access for 30 seconds.

  

  Once user clicks on Yes, system would by default consider the configuration and preference set by user on the device and from the next time user don’t have to enter the credentials on the login page, rather simply use the configured biometrics to get the access of the ProjectsForce application. Considering the security aspect, until next 90 days user would not be prompted to enter the credentials again.

  If user choose No for now, then user has to continue entering the credentials on the login page and still has an option to enable the biometrics later on the Profile page as highlighted.

  

  If user clicks on Yes to enable biometrics but is not configured at the device level, user would see below screen to configure the biometrics in the Mobile settings

  

  User would have the same experience for the configured option to enter the Pin or draw a pattern or use fingerprints or Face Recognition.

  

  If user clicks cancel on the Biometrics screen then below screen would be shown and in case the configured biometrics options are not eligible or being validated due to any reason user can still choose an option to Go to Login to continue the legacy flow of entering the credentials on the login screen.

  
  

  Note: If user enters wrong credentials for the 5 times, system would lock the device for 30 seconds or as configured by the platform (IOS / Android).

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🖼️ Upload Images on Templates and Project Documents
Users can now upload and stamp images directly onto PDF templates and documents from the web portal.

• Resize and position images as needed.

• Available on Project Templates and Project Documents.

  
  

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📱 Mobile – Download Photos & Documents
Download project-related content—photos, documents, and templates—directly to your mobile device.

• Works both online and offline.

• Available on both iOS and Android.

  

  
  

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📦 Product Items – PO & ETA Fields
New fields added for better tracking of product logistics:

• Item PO Number (text input)

• Item ETA (present or future date)
  Available when adding products to a job and viewable on widgets.

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🔢 Private Project Numbers Across Multiple Sources
Project Number customization now supports multiple sources.

• Admins can apply custom project number sequences to more than one job source.
  Note: If a number in the sequence is already in use, it will be skipped.

  
  

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👤 Display Scheduled Technician as a Card
Admins can now display the Scheduled Technician table as a card on custom Project layouts—no need for a separate tab.

• Also includes an optional Installation Address Map card.
  Note: Technician table can be added only once—either as a card or tab.

  
  

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🛑 Pending Cancel Action Button
A new permission-based action button: Pending Cancel

• When used, the job status is updated to On Hold – Pending Cancel.

• By default, this permission is not assigned to any roles.

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📱 Mobile – PO # and Delivery Type Fields
PO Number and Delivery Type fields are now available in mobile:

• Shown on dashboard cards and under Project > Project Items.

• Improves technician job tracking and visibility.

  
  

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⚡ Performance Enhancements

⚙️ Lazy Loading for Faster Load Times
We’ve optimized loading for core modules using lazy loading.

• Modules load as needed, speeding up the user experience.

• You may notice new skeleton loaders during loading.

🧑‍💼 UX Upgrade – Availability Updates Page
The Personnel > Availability Updates module has a refreshed design for better usability.

🏬 UX Upgrade – Store Module
We’ve upgraded the layout of the Store module for improved performance and clarity.

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🧩 Other Enhancements

🔗 Parent/Child Labeling on Linked Projects
For clients using the Project Linkage feature:

• Projects now display a clear Parent or Child label in the blue bar for better tracking.

  
  

🗺️ Remove ‘Support Requested’ Jobs from Scheduler Map
Jobs marked as Support Requested will no longer show as pins on the Scheduler Map.

📱 Mobile – Expand Project Description in Pop-Up
If the Project description is long, a Show More option will now display a full-screen pop-up for easier reading.

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🐞 Bug Fixes

• Duplicate Tech Assignment: Prevents assigning more than one "Schedule-type" technician to the same job.

• EPA Lead Validation (Offline Mode): EPA validation now syncs properly between online and offline modes.

• Inactive Technicians: Auto-assignment no longer considers inactive technicians.

• Checklist Version Gaps: Fixed issue where deleting a checklist version blocked new checklist creation.

• Multi-Edit Credential Tab Errors: Resolved errors when editing multiple user records in User Management > Credentials.

• Related Document Updates: Fixed API error when updating related documents on a job.

• Document Center Image Upload: Fixed issue uploading large images to templates in Admin > Document Center.

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For questions, feature activation, or help with any of the updates above, please reach out to your Account Manager or our Support Team.

ProjectsForce 360 – Always Building What Matters Most.

✅ NEW: Auto Scheduling Now Available in the Web Portal

We’ve expanded our popular Online Customer Scheduling feature—originally available in the customer portal—to the ProjectsForce 360 web interface. Now, your team can instantly view available dates and time slots when scheduling projects, using the same intelligent logic that considers technician availability, coverage areas, work schedules, time off, job caps, and more.

How it works:

• Contact support to enable this feature.

• Admins will gain access to a new “Schedule Now” permission.

• A “Schedule Now” button will appear on each project.

• One click opens a list of eligible dates and time slots.

• Select a slot to auto-schedule the job—no manual checking or guesswork.

This streamlines scheduling during customer interactions, saving time and boosting efficiency.

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📦 Inventory Enhancements

We’ve made managing inventory faster and more flexible:

Item Master Updates:

• Category Field: Dynamically create or assign item categories.

• Stock Toggle: Identify stocked vs. non-stocked items in one click.

Warehouse Stock Updates:

• Enhanced item tracking with added fields:

  • PO Number

  • Customer Name

  • Stock Indicator

  • Category

  • Adjustment Type

  • Adjustment Date

New Functionalities:

• Advanced filters to search and manage inventory faster.

• Download Button: Export data to Excel for offline ops.

• Pagination extended to 500 records for high-volume visibility.

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📄 Set Default Document Status (Web & Mobile)

Avoid repetitive dropdown selections. Admins can now configure a Default Document Status per template (e.g., Internal, External) directly in the Document Center. Once set:

• That status auto-populates each time a user adds the document to a project.

• Users can still manually change it if needed.

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📝 Set Default Note Type (Web & Mobile)

Admins can now define a default note type for projects via Company Configuration → Project Management. Once set:

• All users will see this note type pre-selected by default when adding notes.

• Reduces clicks and improves consistency across the platform.

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📊 New Fields Available for Reporting Widgets

We’ve exposed new fields in table-based widgets to help with financial and job tracking:

• Mark All as Finance Reviewed

• Mark All as Paid

• Technician Arrival Start Time

• Technician Arrival End Time

Use these to enhance dashboards and operational visibility.

🧹 Legacy Module Cleanup

We’re retiring outdated versions of several features, as customers have fully adopted newer, stable replacements. The following modules will be removed:

• Activities Tab

• Issues Tab

• Old Project Items

• Old Related POs

• Site Inspection

• Old Time Management

• Legacy Scheduler

• Pull-Down Notifications (push notifications will remain)

If you experience any issues, contact support.

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📱 Mobile Updates

New: In-Progress Job Status

• Mobile users can now mark jobs as In-Progress, just like on the web.

• “Not able to complete” has been renamed to Not Able To Complete for clarity.

Digital Badge In-App Display

• Digital ID Badges now open directly within the mobile app—no browser redirect required.

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🛠️ Bug Fixes

Customer Portal – Online Scheduling:

• Fixed an issue where technicians with block time or partial time off were being skipped entirely. Now, they’ll be considered for scheduling outside their unavailable hours.

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If you have questions or need support enabling any of these features, reach out to your ProjectsForce 360 Account Manager or contact our Support Team.

ProjectsForce 360 • April 20, 2025 Release Notes

We’re excited to announce a host of new features and enhancements designed to give you more flexibility, improve your mobile experience, and streamline your workflows. Read on to learn what’s new—and how to get started.

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🚀 Project Details: Fully Customizable Layouts

What’s changing?

• Custom Layout under Visual Enhancements lets Tenant Admins design their own Project Details page.

• Create multiple cards to group fields, name them, and position them above or below tabs.

• Rearrange tabs, hide unwanted fields, resize cards, and mark cards read‑only for specific roles.

• Assign one or more layouts to user roles via the gear icon in User Management.

Getting started:

1. Go to Admin > Visual Enhancements > Custom Layout.

2. Build and save your layouts.

3. In User Management, click the gear icon next to a role and select the layout(s) that role should see.

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📱 Mobile App (Android): Technical Upgrade & Dashboard Drag‑and‑Drop

Highlights:

• New Android version with core technical upgrades for faster, more reliable performance.

• Dashboard cards can now be rearranged via drag‑and‑drop—just like on iOS!

Roll‑out plan:

• Optional release on Saturday morning for users with auto‑update enabled.

• Mandatory update by Monday morning for all users.

• You’ll receive an in‑app prompt—please update your app via the Google Play Store.

• If you see a blank screen or cannot log in, uninstall and reinstall the latest version; you’ll be prompted to sign in again.

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🔄 Rotation Percentage by Store

Enhancement:

• Define technicians’ rotation percentages not only by work type and category, but now per store.

• When jobs are pulled or created, the system identifies eligible technicians by type, category, and store, then assigns work proportionally.

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🤝 Auto Technician Assignment Improvements

1. Job Assignment Coverage

   • New option under Auto Assignment selects technicians based on unique “coverage” tags.

   • Admins must ensure each coverage combination maps to only one user—any duplicates will trigger an alert until resolved.

2. Tech Based on Related PO

   • Check this box to assign installation jobs to the same technician who completed the measurement (and vice versa).

   • Falls back to your selected assignment method if no related PO is found.

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🗺️ Map View: Independent Menu & Unified Filters

• Maps is now its own permissioned submenu under Projects—grant access via role permissions.

• The Map menu and the scheduler’s Maps tab now share the same Global Filters, so you set them once and they apply everywhere.

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✅ Project Task Indicator & Close‑Task Permission

• New Close Tasks permission lets users mark any task complete, even if they didn’t create or own it.

• Projects with open tasks display an “Open Tasks” indicator in the top bar—once all tasks are closed, the indicator disappears.

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🔗 Linking Blinds Jobs as Parent/Child POs

• For jobs from the Blinds.com portal and Home Depot Service Center, the system now automatically links matching projects as parent and child POs (matched by com_order_number and project_number).

• To enable for your tenant, please contact our Support team.

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➡️ Automatic Lead Creation for F&I Pro Measurement POs

• All Home Depot Service Center (Pro Sales PO) measure jobs now auto‑generate a Lead under the customer’s Leads tab—just like standard Home Depot leads.

• To enable for your tenant, please contact our Support team.

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⏱️ Project Time Management: New Milestone Fields

Under the Time Management tab in Project Details, you’ll now see three static and calculated fields to track scheduling performance:

1. First RTS Date – the first date your order reached Ready to Schedule (never changes).

2. Duration WFP → RTS – days between Waiting for Product and first RTS (static).

3. Duration RTS → Scheduled – days from first RTS to Scheduled, recalculated if you change the scheduled date.

These fields are also available in your widgets for easy monitoring.

Performance Degradation

Dear Customers,

We are currently aware of intermittent performance degradation affecting some users within ProjectsForce. Our engineering team is actively investigating the issue and working to identify the root cause.

We understand how critical ProjectsForce is to your operations, and we are treating this with the highest priority. We will provide an update within the next few minutes as we learn more.

We appreciate your patience and understanding as we work to resolve this as quickly as possible.

Sincerely,

The ProjectsForce Team

This has been resolved. 

🚀 ProjectsForce CX Release Notes – April 6, 2025

🔍 What’s New in This Release?

• 💬 All-New Chat Between ProjectsForce Web & Customer Portal
• 📨 New Unified Communications Tab (SMS + Email + Notes + Chat)
• 🖥️ Major UI Overhaul in Web and Customer Portals
• 📄 Dynamic Quote Terms & Conditions with Rich Text Editor
• 📱 Custom Mobile Visibility for Future & Past Jobs
• 📁 Related PO Field Now Visible on Documents Tab
• ✅ Auto-Close Carpet & Pad Jobs with Customer Signatures
• ⚠️ Lead Documentation Warning Pop-Ups
• 📦 Inventory Receiving Status & Date Enhancements
• 🧩 Templates Configuration Relocated to Projects Menu
• 🕒 Realistic Job Durations Based on Line Items
• 🔍 Set Default Project Audit Reports
• 🆕 New “Refigure Reason” Field for Lowes Quotes
• ⚡ Quick Action Buttons: Send Schedule / Send Complete
• 🛠️ Bug Fixes in Calendar, Scheduler, and User Management

💬 Real-Time Chat Between ProjectsForce & Your Customers

We're thrilled to introduce a powerful new chat feature that enables direct, real-time messaging between your ProjectsForce Web Portal and your customers’ Customer Portal.

• Start a conversation right from the Web Portal.
• Customers can reply instantly from their Customer Portal.
• New messages trigger a pull-down notification and push notifications (if enabled).
• Enjoy unlimited daily chat sessions—keeping communication seamless.

🛠️ Available for tenants with Customer Portal enabled.

📨 Introducing the Unified Communications Tab

Say goodbye to scattered conversations—SMS, Emails, Notes, and the brand-new Customer Chat are now combined under one smart, searchable tab: Communications.

• One place to track all interactions.
• Easy to manage project communications.
• Permissions for all communication types are now grouped under Communications.

This unified inbox brings structure and clarity to customer engagement, improving efficiency and accountability for your entire team.

🖥️ UI Enhancements for Better Navigation & Focus

Customer Portal Enhancements:

• All project sections are now collapsed by default—with the ability to expand only what you need.
• Pending Signature section is open by default, so your customers don’t miss a beat.

Web Portal Enhancements:

• Improved mobile responsiveness for:
• Header bar
• Sidebar
• Dashboard
• Admin
• Calendar
• Scheduler
• CRM Client Profile

📄 CRM: Dynamic Quote Terms & Conditions

You can now create custom, rich-text Terms & Conditions in quotes with the ability to:

• Format with bullet points, styles, links, and more.
• Save templates for easy reuse.
• Select from dropdowns instead of rewriting each time.

This upgrade delivers both professionalism and efficiency.

📱 Mobile Visibility Control for Past & Future Jobs

Admins can now control how far back or forward technicians can view jobs using permissions like:

• 3d for the past 3 days
• 24h for the next 24 hours

✅ This ensures your team sees only what’s relevant, improving focus and compliance.

📁 Documents Tab: See Related POs

A new “Related PO” field is now available on the Documents tab at the project level:

• Shows PO numbers for any linked child jobs.
• Available for tenants using Project Linkage.

✅ Auto-Close Jobs with Customer Signatures

For Carpet and linked Pad jobs:

• When a signed customer approval is present, the system will automatically close both jobs.
• Signature will be attached to both job records.

Let us know if you'd like this feature enabled for other job types!

⚠️ Lead Job Documentation Alerts

While scheduling or changing work types, ProjectsForce will now:

• Show a pop-up warning if lead documents or tests are missing.
• Display a checklist of pending docs (for Home Depot jobs).
• Trigger the same alert when changing status to “Contract Reviewed.”

📦 Inventory Receiving Enhancement

Upon receiving products:

• Line items now turn green.
• Status changes to “Received.”
• Today’s date is recorded.

The system will create the “Received” status if not already set up.

🧩 Templates Configuration Moved for Easier Access

The ability to create email and quote templates is now located under the Projects menu instead of Admin. This:

• Makes templates more accessible.
• Can be permissioned by role.
• Is disabled by default to prevent unwanted access.

🕒 Estimate Job Duration Using Line Items

We now calculate realistic job durations based on the labor items added:

• Each labor item can have a defined service time per unit.
• The system will total the expected duration and reflect it in:
• Project Cost Summary
• Schedule Info (Job Duration in Minutes)

You can also:

• Click a button to recalculate service time if items change.
• Get prompted when manually editing duration, ensuring consistency.

🔍 Audit Logs: Set Default Report

Admins can now designate a default audit report for the Projects Audit Logs tab, so users no longer need to switch reports on every job.

🆕 New “Refigure Reason” Field for Lowes Quotes

For quotes from Lowes:

• A new Refigure Reason dropdown is available under Project Details.
• Default options included—customizable by request.

⚡ Quick Action Buttons: Send Schedule / Send Complete

Two new buttons added (must be enabled by Admin):

• Send Schedule triggers scheduling when criteria are met.
• Send Complete triggers completion when the job is ready.

Supported for:

• Home Depot and Lowes
• Based on current source statuses

🛠️ Bug Fixes

• Calendar/Scheduler Scrolling: Fixed issues when scrolling quickly through technician lists.
• User Management Navigation: Resolved missing Next/Previous buttons after filtering users.

Need assistance or want to enable any new features? Contact your Account Manager or email support@projectsforce.com.

We’re always improving ProjectsForce to make your workflow smoother, smarter, and more connected—thank you for being part of it!

📣 REMINDER: Major UI Update Launching Tomorrow – New Communications Tab

Hi team,

🚨 Just a quick reminder that a significant UI update is going live tomorrow as part of our latest ProjectsForce release:

🌟 Introducing the all-new Communications Tab.

We’ve consolidated SMS, Emails, Notes, and the brand-new Chat feature into a single, unified tab called Communications.

Here’s what you can expect:

✅ A streamlined, centralized thread for all project-related communication
✅ Cleaner, simplified permissions—all communication types now live under one hierarchy
✅ A messaging experience inspired by WhatsApp, Messenger, and Slack—customized for field service workflows

🔔 Important note:

• The tab consolidation will apply to all tenants.

• The new real-time chat feature will only be available to tenants using the Customer Portal.

This is one of our most exciting and forward-thinking updates yet—designed to save you time, reduce confusion, and enhance your customer communication experience.

If you have questions or want support reviewing your team's permissions ahead of the release, feel free to reach out!

Thanks,

Chad

ProjectsForce – Built for What’s Next

📣 Reminder: New Communications UI Goes Live Today

Hi team,

Starting today, users will see the updated Communications UI across both the Communications Center and the brand-new Communications tab in ProjectsForce.

This update brings all project-related communication—SMS, Email, Notes, and Chat—into one unified, organized space designed to streamline collaboration and improve visibility.

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🔔 Important Action Required (For Tenants Using the Customer Portal)

If you're currently using the Customer Portal and want your users to access the new Customer Chat feature, an Admin must update role permissions today.

To enable access:

1. Go to the Admin section in the left sidebar menu

2. Click User Management

3. Select Manage Roles

4. For each role that needs access to the new chat:

   • Scroll to the Communications section in the permissions list

   • Enable the checkbox for “Customer Chat”

🚫 If this permission is not granted, users will not see the Customer Chat icon or be able to access chats in the Communications tab.

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If you need help updating roles or have questions about this update, feel free to reach out to the support team or your ProjectsForce Account Manager.

Thanks for staying up to date!

– Chad 

ProjectsForce – Built for What’s Next

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.

ProjectsForce Release Notes – March 9, 2025

Enhancements & Fixes for a More Streamlined Experience

📌 CRM: Capture Multiple Addresses for a Client

We’ve enhanced the customer profile experience! Previously, users could only add a single address for a client. Now, you can store multiple addresses and easily designate a Primary Address.

• A new Customer Address section has been added to the profile.
• The Primary Address is always displayed at the top and cannot be deleted.
• Users can search and add new addresses via Google Search or from existing records.
• When creating a new lead, the Primary Address is automatically populated. Users can also select another saved address.
• Quotes & Projects converted from a lead will retain the chosen address.
• This provides greater flexibility in managing multiple job locations for a single client.

🗓️ Customer Portal Calendar & Slot Enhancements

Scheduling jobs online just got simpler and smarter!

Previously, customers had to manually select dates and slots, often facing unavailability. Now, the system only displays available slots, removing the guesswork.

• Customers select a date, and only available slots will be shown.
• Unavailable dates are automatically disabled.
• The system pre-calculates technician availability based on location, scheduling, and efficiency—ensuring the best match.
• Customers can now quickly schedule their jobs without repeated trial and error.

 

📦 Shipping & Receiving Enhancements

We’ve improved how received packages are displayed for a more structured workflow.

• Renamed “Inventory” to “Packages Received” – now an independent section for tracking received packages.
• New “Package Tracking” section – includes an Add Delivery button for easy tracking.
• UI adjustments ensure each section functions independently for better visibility.

💰 Negative Retail Amount Now Supported

Previously, users could enter negative revenue amounts, but now you can also enter negative retail amounts in:

• Item Master
• Project Items
• Inventory (as Sales Price)

This enhancement allows businesses to easily apply discount line items within a project.

🔔 Push Notifications for Web & Mobile

Stay updated with real-time notifications on Installer Notes, Store Notes, SMS, and Emails!

• A new Push Notification toggle (blue icon) is now available.
• Notifications are off by default but can be enabled in Profile Settings (Web, iOS, Android).
• On Web: Notifications appear in the top-right corner and redirect users to the relevant job.
• On Mobile: Notifications display in-app and in the notification center, even when the app is closed.
• Users working with multiple tenants will receive tenant-switching prompts before discarding unsaved changes.

📢 Beta Mode Note: If any issues arise, users can disable push notifications and revert to the previous system.

📢 Pull-Down Notification Enhancements

Unreviewed Store Notes, Installer Notes, SMS, and Emails will now include notifications for:
✅ Cancelled
✅ Closed
✅ Rejected
✅ Completed
✅ Refunded
✅ Reassigned

This ensures better tracking of all job-related updates.

📊 New Filters on Dashboard: User Type & District

• User Type and District filters, previously available only in the Scheduler and Calendar, are now applicable to the Dashboard for better data control.

🔍 Project Details Tab Enhancements

We’ve improved the Project Details Module with a cleaner UI and better organization:

• Schedule Info: Added a Technician Table for better job visibility.
• Additional Fees: Improved layout for easier fee management.
• Notes: New icons for View, Review, and Delete, with status indicators for reviewed items.

📱 SMS Multi-Line Visibility Enhancement

• SMS text boxes now expand automatically for better visibility when entering long messages.
• Scheduled messages will now show a hover preview for easier reading.

🚀 Performance Upgrades

To improve speed and efficiency, commonly used dropdowns and features are now cached to reduce loading times, including:

• Project Type, Category, Status
• Issue Category
• Stores & Workrooms
• Technician Work Type
• Company Configuration Details

🐞 Bug Fixes & Improvements

✔ Safari Browser - Add Technician Calendar Fix: Users can now select dates without issues.
✔ Show Loader While Uploading: A loading indicator now appears for photos and documents.
✔ Task Description Length Restriction: Descriptions are now limited to 250 characters to prevent data loss.
✔ Generate Payment Button Fix: Clicking "Generate Payment" no longer refreshes the entire page.
✔ UI Overlapping Fixes: Resolved text and field overlap issues in User Management, Team Reviews, and Crew Management.
✔ Payroll Success Message: Fixed spacing inconsistencies.
✔ Project Description Hover Enhancement: Improved pop-up visibility.
✔ Crew Tab Pagination Fix: Pagination now works correctly for large lists.
✔ HD Survey Duplicate Job Fix: Prevented duplicate job records when multiple technicians are assigned.
✔ Show HD Doc Number: The document number now displays correctly when selecting templates.

That’s all for this release!

Enjoy the new enhancements & fixes to improve workflow, scheduling, and customer experience in ProjectsForce. 🚀💼

ProjectsForce Release Notes – New Feature Enhancements & Fixes

We are excited to introduce a series of powerful enhancements and fixes to ProjectsForce, designed to improve customization, reporting, scheduling, and overall user experience. These updates provide greater flexibility, better data visibility, and a smoother workflow for managing projects.

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🚀 New Features & Enhancements

Custom Audit Log Reports with EPA Lead Details

ProjectsForce now allows company administrators to create customized audit log reports, providing deeper insights into project activities, technician details, and compliance with EPA regulations.

New Enhancements:

• A new Audit Log menu is now available under Company Configuration > Additional Features > Project Management & Linkage.
• Administrators can create, edit, or delete multiple custom audit reports.
• Reports can include specific columns from two modules:
  • Project Details
  • Project Technicians
• Users can adjust column positions and update data dynamically, ensuring real-time reflection of changes.
• EPA Lead Compliance: Additional fields related to EPA compliance, including lead test results and lead-certified technicians, are now available.

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📑 Lead Owner (Salesperson) Details on Quote Preview

To improve customer communication, CRM Quotes now display lead owner (salesperson) contact details on the Quote Preview, replacing generic company-level footer information. This allows customers to directly contact the assigned sales representative for assistance.

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💰 Quote Calculation Enhancement – Revenue Amount from Item Master

A major enhancement to CRM Quotes ensures that revenue calculations now automatically pull values from the Item Master instead of relying on manually entered retail prices. This improvement enhances accuracy and consistency in financial calculations.

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🛠️ Capture Multiple EPA Lead Test Results

• Users can now log multiple EPA lead test results within the EPA Lead Tab.
• Each test entry captures:
  • Test Result (Positive/Negative)
  • Kit Manufacturer
  • Location Tested
• For Lowes Jobs, if multiple tests are conducted, these details will be automatically transmitted via API integration.

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📅 Project-Level Schedule Date Removal on Technician Deletion

• If a schedule-type technician is removed, the Schedule Start and End Dates will now also be cleared at the Project Level.
• Previously, only technician-level details were removed while project-level dates remained, causing inconsistencies.

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👷 Technician Assignment Rules for Hidden Line Items

• If a line item is marked “Hide from All Technicians”, the system will no longer assign a technician to that item.
• If an item already has an assigned technician and is later set to “Hide from All Technicians”, the system will:
  • Remove the assigned technician
  • Exclude labor cost calculations for that item.

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🔍 Improved Project Description Readability

A new hover pop-up is now available for project descriptions, ensuring that users can read full details even when the text exceeds available space.

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📱 Restrict Document Templates from Mobile View

A new setting allows admins to restrict specific document templates from appearing on mobile devices.

• A new “Hide from Mobile View” checkbox is available for all document templates.
• If enabled, technicians will not see the document on their mobile devices.
• Admins can still override this restriction for specific jobs using the “Visible to Technicians” option.

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🎨 UI & Performance Upgrades

Phase 1 of our UI enhancements is now live, improving user experience and system performance in key areas:

• Billing Tab
• Email Tab
• SMS Tab
• Issues Tab
• Activities Tab
• Time Management Tab

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🐞 Bug Fixes & System Improvements

⚠️ Multiple Confirmation Popups

• Resolved an issue where users encountered duplicate confirmation popups in User Management, Project Details, and various other screens.

❌ Improved User Experience for Discarding Changes vs. Deleting Rows

• The “X” (Close) icon will now discard changes instead of deleting an item.
• The Trash icon will now be used exclusively for deleting items, with a confirmation prompt.

📆 Project Schedule Dates No Longer Update from Tentative Technician Edits

• When users modify tentative schedule dates for a technician, the project-level Schedule Start and End Dates will no longer be updated automatically.

📝 Notes Pop-Up Now Closes Properly

• Fixed a bug where the notes pop-up remained open when switching between multiple notes.

📸 Preventing Photo Overwrite for Identical File Names

• Previously, photos uploaded with the same name were being overwritten.
• The system now automatically appends a timestamp to prevent file conflicts.

Due to committments we made with regard to delivering a few features we are releasing a ad hoc release off cycle tomorrow Tuesday February 11. 

ProjectsForce Release Notes – Auto Assignment of Technicians & Enhanced Dashboard Features

Auto Assignment of Technicians

We are excited to introduce the Auto Assign Technician feature, designed to streamline technician assignment and improve efficiency. With this enhancement, ProjectsForce will automatically assign technicians to new jobs as soon as they are pulled from integrated sources.

How It Works

• When a new job is created, the system will automatically assign a technician with a work type of Assigned and allocate them to the job's line items with 100% allocation.
• For private jobs created through the web portal, a technician will be auto-assigned to the job, but without automatic allocation to line items.

How to Enable Auto Assignment

To activate this feature:

1. Navigate to Company Configuration → Scheduling & Assignment.

2. Enable Auto Assign Technicians.

3. Select one of the following assignment criteria:

   • Default Store Technician: The system will check the store linked to the job and assign the default technician defined at the store level.
   • Rotation Percentage: The system will allocate jobs based on predefined rotation percentages assigned to technicians in their user management settings.

Admin Setup Requirements

• Ensure that each technician has proper job assignment coverage.
• Define rotation percentages for all applicable technicians, ensuring the total sums to 100%. This can be split among multiple users.
• Auto job assignment applies only when the type and category combination reaches 100% coverage.

Job Assignment Distribution Logic

When new jobs are received, the system will:

1. Validate the job's type, category, and store/district.
2. Identify technicians matching the criteria.
3. Assign jobs based on the rotation percentage, dividing the number by 10 to determine job distribution.

Example:

• Technician A: 40%
• Technician B: 30%
• Technician C: 20%
• Technician D: 10%

With this distribution, the first 4 jobs will go to Technician A, the next 3 to Technician B, the next 2 to Technician C, and the last 1 to Technician D. Once the sequence completes, the system resets and repeats.

Important Notes on Auto Assignment

• Impact on RO and CX Scheduling: Previously, unassigned technicians were considered for all projects. Now, only technicians with assigned job coverage will be included in CX Scheduling and RO modules.
• If job assignment rotation drops below 100%, technicians with remaining rotation percentages will also be affected and may not be suggested for auto-assignment.
• Non-Technicians (users without the installer role) may also be considered for job assignment, but in CX Scheduling, only technicians with installer permissions will be eligible.

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Set Default Dashboard Functionality

We are introducing a new feature allowing users to set their default dashboard for a more personalized experience.

How It Works

• Users can access the list of available dashboards by clicking the Add button on the dashboard bar.
• Any dashboard can be set as the default by selecting the checkbox next to it.
• After a browser refresh or upon next login, the selected default dashboard will always load first, eliminating unnecessary navigation clicks.

Additional Improvement:
Users can now rearrange the order of dashboards for a more customized viewing experience.

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Global Filters Notification on Dashboards

To improve user experience, ProjectsForce now provides notifications for applied global filters on dashboards.

Key Updates

• If global filters are applied (e.g., on Scheduler or Calendar), a notification banner will appear at the top of the dashboard.
• A quick preview of active filters will be displayed and will auto-close after a few seconds.
• This feature helps users stay aware of applied filters and allows easy removal if needed.

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Scheduler & Calendar Enhancements

We have made performance improvements and UI enhancements to the Scheduler and Calendar for better usability.

Key Updates:

• Optimized performance for faster loading times.
• Improved pop-ups for better readability.
• A cleaner and more intuitive design.

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Company Configuration Enhancements

To improve usability, we have made the following updates to Company Configuration:

• Basic Details has been renamed to Company Details.
• Personalized Private Project Numbers has moved from User Access & Security to the Company Details tab.

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Install Address Copy Functionality

We’ve made it easier to copy and paste installation addresses within ProjectsForce.

New Updates

• The Installation Address field, previously located at the bottom of the Project Details page, has been moved to the top for better visibility.
• The address is now consolidated into a single field with a copy button, allowing for easy duplication and pasting.

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Conclusion

These updates are part of our ongoing commitment to streamlining operations, enhancing efficiency, and improving user experience. We value your feedback and look forward to hearing how these enhancements improve your workflow.

For any questions or assistance, please reach out to our Support Team.

Thank you for choosing ProjectsForce! 🚀

ProjectsForce Customer Release Notes – February 4, 2025

Exciting Updates and Enhancements

Please note there will be a mobile app update with this release

 

We’re excited to introduce several new features and improvements designed to enhance your experience with ProjectsForce. Our latest updates focus on improving usability, efficiency, and visibility across multiple aspects of project and service management.

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Enhanced Company Configuration for Better Organization

To streamline navigation and usability, we have reorganized and grouped all available permissions and features under Company Configuration. This ensures better visibility and an improved user experience for managing company-wide settings.

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Stronger Validation for Photos Before Job Completion

To ensure compliance and better documentation, we have introduced an update that enforces photo validation before job completion.

 

• Previously, we restricted job completion until mandatory EPA Lead details were filled.
• Now, Tenant Admins can opt-in to restrict job completion based on the number of photos technicians are required to upload.
• To enable this feature:
• Navigate to Scheduling & Assignment → Order Completion Validation and click Configure.
• Admins can define the Type and Category of jobs requiring photos, along with the expected number of images.
• The system will now prevent job completion across all sections (Quick Action, Project Edit, Project Docs, and Templates) until the required number of photos is uploaded.

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New Quick Action: "Delivery Complete"

 

A new Quick Action button – "Delivery Complete" is being introduced.

• Similar to "Customer Confirmed" and "QA Complete", this button allows users to mark the delivery stage as completed.
• Clicking this button will:
• Add a Delivery Complete note to the project log.
• Capture who clicked the button and when.
• A new permission is required to use this action, which is not assigned by default.
• These Quick Action fields will also be available for widgets.

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New Note Type: "Delivery"

We’ve added a new "Delivery" Note Type, making it easier for customers to document delivery-related details.

 

• View and Add Permissions: Granted to all users by default.
• Delete Permission: Limited to System Admins.
• This feature enables businesses to log delivery-specific notes efficiently.

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Company Details Now Visible on Widgets

Company names from User Details are now exposed on widgets, allowing users to:

• Generate reports grouped by company.
• Filter progress reports by specific companies.

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Customer Portal UI Enhancements

 

To improve the customer experience, we’ve introduced major UI changes to the End Customer Portal:

 

• The "Open Items" section has been removed from the dashboard, as it did not provide clear job linkage.
• Jobs with pending document signatures will now be:
• Highlighted and moved to the top of the Open Orders list.
• Displayed with the number of pending signature documents.
• Clicking on a highlighted job will show a direct link to the pending document for faster signature completion.
• Dashboard Look & Feel has been upgraded for a more intuitive experience.

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Lowes - New "Refunded Quantity" Field in Project Items

A new “Refunded Quantity” field has been added for labor and product items.

• Backend services will now auto-check refunded quantities on job updates.
• If a refund exists, the field will display a default value of 0 and update accordingly.
• Highlighted in sky blue for better visibility when refunded quantity is greater than 0.

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Rotate Photos Feature (Web & Mobile)

Users can now rotate photos directly on web and mobile platforms.

• Web: Rotate photos left or right and save the changes.
• Mobile: Users can rotate images for better visibility (saving functionality to be added in a future release).

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Scheduler & Calendar UI Enhancements

We've made visual improvements to the Scheduler and Calendar for better job allocation clarity.

• Technician separator lines are now bolder.
• Alternate shading has been added to distinguish different technicians.

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Web Push Notifications (Beta Mode)

 

Real-time push notifications for Notes, SMS, and Emails are now available in beta mode for web users.

• A blue toggle button has been added to the top header (enabled by default).
• Notifications are off by default but can be enabled under Profile Settings → Push Notifications.
• Users will receive real-time Store Notes, Installer Notes, SMS, and Emails with a preview and quick access to relevant jobs.
• Multi-Tenant Support: Users working with multiple tenants will receive notifications across tenants and can switch with permission before discarding unsaved changes.

Note: This feature is in Beta Mode. If issues arise, users can toggle it off and revert to the old communication center.

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ProjectsForce Branding Icon Update

We are introducing a new brand icon across:

• Web portal
• End Customer Portal
• Mobile Apps
• Mobile Store Icons

The updated branding reflects our vision for ProjectsForce 360°.

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Bug Fixes

We have resolved several key issues to enhance stability and functionality:

• Mobile Line Item Status Change Issue
• Users can now successfully update Product and Labor statuses on mobile.
• Warehouse Value Wipe-Off Issue
• The selected warehouse value now remains saved after selection or update.
• Save Button Issue After Project Edit
• The Save button now activates properly after project modifications.
• SMS Icon Visibility for Mobile-Converted Docs
• Fixed an issue where the SMS Icon was missing on mobile-converted templates.

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Get Ready for More Enhancements!

We hope these updates improve your ProjectsForce experience. Your feedback helps us refine and innovate our platform further. Stay tuned for more exciting features in our next release! 🚀

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Need Support?

For any issues or questions, reach out to support@projectsforce.org or submit a ticket via our Support Portal.

 

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