[in progress]

📢 New: ProjectsForce 360 Webinar Series Now Available

We’re excited to announce the launch of the ProjectsForce 360 Webinar Series , a weekly video series designed to help you and your team unlock the full power of your platform.

Each webinar is short, focused, and pre-recorded so you can watch it on your schedule, at your pace, from anywhere.

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🎯 What You Can Expect

• Quick walkthroughs of powerful ProjectsForce 360 features

• Real-world tips to streamline scheduling, workflows, and communication

• New episodes released every Monday

• Watch via the ProjectsForce 360 Webinars Page or on Social Media

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🔍 Where to Watch

You can find all webinars in:

• Our Webinar Hub on the ProjectsForce website

• LinkedIn and Facebook each week

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✋ Want to Request a Topic?

We want to hear from you!

Send your feature or topic suggestions to:

📩 webinars@projectsforce.com

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📅 Coming This Month

• Week 1: Dynamic Forms

• Week 2: Checklists

• Week 3: Schedule Now

• Week 4: Customer Portal

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We built this series to help you do more with ProjectsForce, and we’re just getting started.

▶️ Watch the kickoff webinar now: Click Here

#PoweringPerformance
#ProjectsForce360

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.

Good morning. Some users are seeing a “Session Expired” message. We’re on it and will circle back with an update in 15 minutes.

We are still investigating the root cause of this issue, as it appears to be affecting only some users and not all. While this is not a permanent fix, some affected users have reported that accessing the site using an Incognito window works as expected. This may serve as a temporary workaround while we work toward a final resolution.

We are still investigating the root cause of this issue and will continue to monitor the situation closely. It appears the system is now functioning as expected, with reports indicating normal load times. A root cause analysis will be provided once the incident is fully resolved.

The issue has been resolved. We are still investigating the root cause and will provide an update once we have a full understanding of why the sessions expired. In the meantime, we will continue monitoring the system for the next couple of hours to ensure there are no further occurrences.

These updates are live.

ProjectsForce 360 Release Notes

Release Date: June 29, 2025

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🔧 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.

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🛠️ 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.

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📱 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.

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📝 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.”

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🧾 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.

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🗂️ 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.

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🏗️ 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.

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📸 Media Improvements

• Download Icon on Photo & Video Cards

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

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☎️ 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.

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🔐 SMS OTP Support

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

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🐞 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.

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

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ProjectsForce 360 – Built for how you work.

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.

Unplanned Release: Dashboard Performance Boost (June 6, 2025)

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Why the sudden push?

We found a quick win to make dashboards snappier, so we shipped it instead of waiting for the next cycle.

What’s changing?

1. First visit after the update: brief delay—let the cache build.

2. Next visits: faster loads and smoother widget rendering.

3. Issues? Click Disable Beta and you’re back on the old dashboard in seconds—no data lost.

Need help or want to weigh in?

Spot a hiccup or don’t feel the speed bump? Tell us. Reply to this email or drop a note through in-app chat with details (browser, steps, screenshot if possible).

Thanks for rolling with the quick release. Your feedback keeps us iterating fast.

ProjectsForce 360 June 1, 2025 Release Notes:

New Feature : Alias For Custom Layout Fields

As part of further enhancing the new custom layout feature, system would now allow admins to rename the fields while adding to the forms as per their wish, which would be visible for that tenant through out the application on all new layouts only. This feature would let admin select the custom fields with custom names to fully control the visibility for their users.

New Feature : Mobile - Need Support

Similar to the Web version, For Lowes jobs - the Need Support functionality is not being added on the mobile devices as well, which would help the technicians working on Lowes jobs to raise the support request for retailer directly from their mobile devices. This would be controlled via the permissions similar to the web version.

 

New Feature : Mobile - Checklist

Similar to the web version, our fully dynamic checklist module would be now released for the Mobile devices as well. This would give an ability to an admin to setup any kind of form with any type of questions to be answered or information to be captured against defined job categories from the technicians on the mobile devices. This would use the same permissions configured for web version.

 

 

New Feature : Purchase Orders Linked To Project

ProjectsForce 360* is releasing a new feature to manage the Vendors and send them the dynamically created purchase orders Via the Email to place the order of the items against a job and track the same.

This feature can be enabled by connecting with the support team and all these options would only be seen after that to the users having the required permissions for each menu or newly added button as defined below:

• Project → Vendor Management : A new feature has been added to create and manage the Vendors, where in all required details of the vendors like name, company details, billing address, carrier preference etc. can be added along with the mode of communication.

• Generate Checklist For Vendors: A checklist with module as Vendor, needs to be used to setup the dynamic form or a template to be considered for specific vendors. While creating a checklist, admin can use the questions with a table type or multiple questions within a card. For both type of questions, user can link the fields with pre-defined options like Item #, Description, Cost each etc to populate the data on its own against the project items.

  • Open image-20250530-091043.png

    
    Open image-20250530-091105.png

    

     

• Link Items to Vendors: In the Item master, the admin can link the items specific to the vendors by selecting the already created vendors in above step and configuring against all required vendors.

• Generate POs: User with the permissions, would see a new button under the Project Items tab as Generate POs, on click of that based on the vendors linked to the available items under the job, user would see the name of vendors and on clicking any of them, system would find the checklist for that vendor, pre-populate details of all linked items, contact details, other fields automatically on the order form. User just have to review the same and could send the email directly to the vendor, if the communication channel is set as Email for that vendor from the ProjectsForce or can download the same to send separately.

  • Open image-20250530-091236.png

    
    Open image-20250530-091428.png

    

     

• Track the Purchase Orders: Users can see the list of all the placed orders under the Projects in a new tab as Purchase Order with the initial status as Order Generated / Order Placed (If Email is sent) and can then manually change the status based on the order status.

This feature would help users to place orders and directly communicate with the vendors efficiently with just a button click.

New Feature : General Purchase Orders

Similar to the Project based Purchase orders, users can also place the generic purchase orders as defined below:

After the required permissions are given by support team and present on the role, user would see a new menu as Project → General Purchase Orders where in user can view the old orders or create the new order.

After selecting the vendor from the dropdown and clicking on Create button, user would see the checklist configured for that specific vendor with all the basic details being fetched and user can add the Items, which are only linked to that vendor in item master and its quantity to order, along with all other required information for the Purchase order.

Once the purchase order is submitted, user can preview the same later, change the status or send the email directly to the vendor as an attachment in an email, if the communication is set as Email for the vendor.

CRM - Ability to view or edit Lead records from Widget

As an enhancement in this release, going forward the widget created from the Leads table would now also has the ability to view or edit the corresponding lead, by clicking the eye or pencil icon resp, similar to the experience which user gets while creating a widget from Projects table.

CRM - Client Module & Site Module Enhancement

ProjectsForce would be making a change in the Client module to allow tenants to categorize their customers and capture more details information for them as below:

Type of Customer: Now tenant can define the type of their clients as Residential or Commercial, default value would Residential for all existing clients and Company Information is now would be visible only in case of commercials clients

Multiple Contact Details: Now user can add multiple contract details for a single client into their profile for better connectivity and visibility.

Customer Address → Sites

With this release, now the Customer address would be renamed as Sites under the client profile, where in now users can manage multiple information of that client against their different sites like

Site contact details, Site specific notes, documents, Photos, Installation Address, send emails directly.

Also when a quote is created directly from a Site, it would consider its address as Installation address by default while creating quote, projects, invoices etc.

CRM - Modifications on Quotes

System would make a change in Quotes to now show the billing and shipping address both on the top sections based on the default address or the site being selected to generate the quote from.

Description of quote would also be added now just below the address in both quote and invoice preview. Also if the payment info is not present then system would not show the payment related labels.

CRM - Edit Labor and Product description

System would make a change where in now user while creating a quote and selecting an item can edit the description of the line item on top of the description present in the Item master, which would be specific to this quote version and would be carry forwarded to the generated Project or Invoice. This allows customers to share the modified and details description to their specific customers as required.

Also the dropdown for the Items and Descriptions has been expanded for better visibility

UI Enhancements

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

• Labor Profile Page

• Project Details → Permitting

• Dashboard listing page

• Payment Request

Mobile - Auto Scheduling UI Enhancements

System would be enhancing the UI on Mobile, similar to web version for online scheduling feature, where the technician would accept or decline the request raised by the customers.

Bug Fixes

UI Issue on Mobile - Video upload with big names: System would fix a bug where in the UI was breaking on Mobile in case of a bigger video names

Issues on Quotes tab: System would fix below bugs on the CRM Quotes module:

• Photos and docs added on quote were not getting transferred to project when converting to project from quote.

• Terms and condition does not get populated on the quote and invoice preview.

 

Pop up Map Pin when scheduler is opened from Project: When a Map on Scheduler would open from a Project, system would now show that Project Pin popped up by default on Map without any filters being considered.

Admin configuration Technician View & Map Pins in Color Code disabled automatically:

System would fix a bug where in the Technician View and Map Pins flag was getting disable by making any other change on Company configuration

Next & Previous Buttons:

System would fix the bug where Next and Preview buttons were getting disappeared in case of modifying anything on the Project page

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.