ProjectsForce 360 February 8, 2024 Release Notes ** Please Read UI Enhancement **

V V IMP - UI UX Enhancements

ProjectsForce 360* would be rolling out a new UI & UX update designed to deliver a cleaner look, smoother navigation, and a more intuitive experience—while keeping all existing functionality unchanged.

Highlights of this release:

• Modernised header with full mobile responsiveness

• Redesigned navigation menu for faster and easier access

• Refreshed dashboard with improved clarity and interaction with a new button of Modern View

• Enhanced widgets (Progress Bar, Gauge, Cards) with better tracking and insights

• Custom color options for bar and line charts

• Revamped Role & Permission management with smarter grouping and search

• Consistent visual improvements across the application (icons, layouts, styling)

No action is required from your side. For full details, please refer to the detailed document shared earlier.

Active Users in Order

The system will launch a feature for all tenants to track active users viewing the same job on the web admin portal in real time. It displays user names when active and removes them when inactive. Access this feature on the top blue bar of the project details page in both old and new project layouts.

Technician Category / Skills

To enhance control over the technicians group by work category and skills, the system adds two dynamic dropdown fields—User Category and User Skills—on User Management → User details. Tenants can define values and assign them to their teams as needed.

These values appear on Technician cards in Calendar and Scheduler under the technician's name.

They also appear with the Sorting option to manage the technicians list as needed.

The additional global filter options let users filter technicians by category and skills, enabling job assignments based on these criteria.

For the reporting purpose, these new fields would be exposed to the widgets as well under the User Details table.

ProjectsForce 360* Inventory Mobile App

ProjectsForce 360* recently launched a mobile app for Inventory Management on the Play Store (Android) with key features as:

1. Secure User Login

2. Centralised Dashboard with key operational insights

   • Informative widgets. 

     • (Item to receive today, 7days, 14days)

     • Inventory Schedule Tomorrow

     • Inventory schedule Today

   • Quick Actions to navigate on different screens

     • Quick Scan Screen

     • Technicians Screen

     • Technicians Items Screen

     • Inventory Adjustment Screen

     • Item Details Screen

     • Bin Details Screen

3. Receiving & Dispatch Module (Quick Scan)

   • Adjustment can be receive, dispatch, change bin, and Return Item to adjustment by scanning the bar code.

   • User can update quantity, location and add notes

   • Print label

4. Core Operational Modules Quick Scan (Receiving & Dispatch)

   • Barcode-based receiving and dispatch

   • Ability to:

   • Users can update:

   • Direct label printing from the screen

5. Technician Management

   • Technician List

   • View all technicians

   • Print technician barcode labels

6. Technician Items (Inventory Schedule – Today & Tomorrow)

   • View technicians scheduled for dispatch

   • Dispatch items via barcode scanning or manual selection

   • Support for staging and progress tracking

7. Inventory Adjustment Module

   • View all inventory adjustments for the selected warehouse

   • Capabilities include:

     • Add item configuration when not already available

     • Create new adjustments

     • Edit or delete existing adjustments

     • Receive, dispatch, or mark items as staged

     • Print labels for adjustments

8. Bin Management:

   • View list of bins for the selected warehouse

   • Print barcode labels for individual bins

9. Label Printer:

   • Adjustment, Bin, Technician labels can be print using Brother thermal printer

10. Configuration Screen

    • User can change Tenant and warehouse

Users can access the app after the tenant enables company-level configuration under Product & Inventory Management → Inventory Mobile App.

Once enabled, a new column appears at the Role level as Inventory Mobile App, allowing admins to assign permissions to specific roles.

Un-authorized users cannot access data on the mobile app.

Tenants will see two changes on the admin portal as well after granting tenant level Inventory permission.

• PF pulls barcodes for items in Items Master if shared by FCB2B vendors; otherwise, the system generates barcodes automatically when creating new items.

• Barcodes appear on inventory adjustment screens, created automatically for each adjustment.

Time Off & Block Time Widget

A new table called Time Off and Blocked Time lets admins view all time off requests from Availability updates and blocked time requests made directly on the Calendar. Both request types can be filtered by Type and include various fields for reporting.

Private Project - Store Modification

The system now allows users to modify the associated Store on the Project for non-connected jobs (where the source is not Lowe's or HomeDepot)

CRM Enhancements

To improve the CRM module experience, the system will roll out these enhancements across various CRM modules:

Territory Configuration 

• This is available at tenant configuration page

  
  

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  User can add new territory with dynamic dropdown and map zip code with territory being prepopulated through out the application in all modules like Client, Opportunity and Project

  
   

  

Client Listing 

• There are new columns added in list page: Company Name, Client Type and Work Type 
  
  

  

Client:

• The new field as “Client Type” on Client info page with the below two values (only one can be selected at a time) 

1. Private/Individual - will work as residential where no company information is required. 

2. Company – will work the same as commercial, where the company information section will be visible on the top of the screen with other details. 

   1. “Type” Field Modification: Currently the “Type field” that we have should be renamed with “Work Type” with the 3 values as:  Commercial, Residential & Both

      
      

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   2. There will be separate section: General, Company, Address and Contacts 

   3. Company section will appear when Client Type is Company and Company Name will be mandatory field

      
      

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   4. Multiple Contacts can be added with one of them as Primary.

   5. Each Contact will have First Name, Last Name, Job Title, Job Role, Primary Mode of Contact, Multiple Phone Numbers and Multiple Email Addresses

   6. Each Contact can have multiple phone number and email addresses 

   7. Among multiple phone numbers, one can be marked as Primary and similarly in email addresses. 

Client Page in View mode

Opportunity 

• Except Status, all the fields are now optional 

• Few new fields are introduced: 

1. Active Days: Need to expose the new fields to mention the no. of days calculated from the opportunity is created to current day. Each individual opportunity will have active days. 

2. Need to identify the status to mark this field as stop from then the calculation of the days will get stopped once the opportunity is closed, sold or completed. 1 

3. Probability: Need to expose this field to examine the current probability of closing the opportunity, equally proportionate based on the final status, which will contain the simple value as text input field which will have the value from 0%-100%.0.5 

4. Schedule Opportunities: Need to add the fields to schedule the opportunity with assigning it to the user mentioned in the list (this will be permission based and only those user name will be shown in the drop down list who will have the permission to give the demo)  and show that on calendar, so that user can manage the opportunity scheduler then & there on the opportunity page instead of going on the project page again & again for the same. This will include the below two additional fields also:  

   1. Demo Start Time

   2. Demo End Time

   3. Assign To  

1. Forecast Close Date: Need to add the field at opportunity level when the opportunity is created, which will be the estimated dates of opportunity closure at 

   
   

• All the fields are now in Opportunity Audit Log 

• Filter is added to view specific field logs

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• Opportunity Assignment is based on permission which can be given from User Management page:
   

  
  

  

• All the assigned Opportunity will be appeared in Scheduler Calendar as well 
  
  

  

   

Widget 

• Territory fields be available in Columns and Filter dropdown 
   

  

• All the new fields are available in widget configuration as well

Service Time Consumption (%) in Technician Profiles

We’ve introduced a new field called Service Time Consumption (%) in
Admin → User Management → Add/Edit User.

This value indicates how fast or slow a technician performs work compared to your standard service time.

Default for all existing users: 100%

Allowed Range: 1% – 200%

• Below 100% → Lesser time consumption (Technician works faster)

• 100% → Standard time consumption

• Above 100% → Technician consumes more time

How It Affects Job Duration

This feature is active only when your company’s Service Time Setting is configured as Item Coverage.

When enabled, the system recalculates the job duration based on each assigned technician’s Service Time Consumption (%) against each labor item the technician is assigned to.

Examples

• Base Time: 300 min

  • Technician at 60% → 180 min

  • Technician at 160% → 480 min

When Job Duration Updates Automatically

The Job duration will update whenever:

• Scheduling a project from the Scheduler

• Manual scheduling using the Schedule Info tab

• Using Online Scheduling

• Using Customer Scheduling

• Technicians are added or removed from Individual Project Items

• Labor Items are added or removed

As the service time for each item will adjust accordingly.

New UI Indicators

If the recalculated service time differs from the original standard time, the UI will display an icon, on hover of which, a tooltip will display:

• Original Total Service Time

• Current Total Service Time

• Service Time Consumption (%) for all assigned technicians

This helps you clearly understand how technician efficiency affects the total service time for that item.

Dynamic Dropdown - Client Source, Opportunity source, Opportunity Status, Project Status

ProjectsForce 360* is gradually converting all core dropdowns in the system into dynamic dropdowns, allowing tenants and authorized users to add, modify, or delete dropdown values.

Some values will be non-editable as they are mandatory and default from an operational perspective.

The upcoming release will make Client Source, Opportunity Source, Opportunity Status, and Project Status dynamic dropdowns. (Project Type and Project Category will be added in future releases)

Users with permission to modify each dropdown will see a new icon next to the field; clicking it opens a pop-up to manage values.

If a user deletes a value, the system marks it as soft deleted. If the value associates with any record, the system highlights it in red. Once a new value updates the record, the deleted value removes from the list.

Scheduler - Coverage Based Technicians

Currently, the technicians list on Scheduler is based on matching the job clicked in the RTS table to the technician’s job coverage. Technicians without defined coverage are also eligible for all work and being shown in the list.

To improve accuracy, we added a new configuration option called Scheduler – Coverage Based located at:
Admin → Configuration → Additional Features → Scheduling & Assignment → Scheduler

This option is disabled by default.

What This Feature Does

When Scheduler – Coverage Based is enabled, the Scheduler will display only those technicians who have the required job coverage defined for the selected project.

This applies when:

• You double‑click a project from Scheduler → Ready to Schedule Report, or

• You open the Scheduler directly from a project page

User Control in the Scheduler

When this configuration is enabled at the company level:

• A toggle button is available on the Scheduler page, allowing users to enable or disable this feature for their own view.

  
  

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Inventory Management Preview

The system will roll out an enhancement for items with inventory enabled. Hovering over the small Inventory icon on Project Items will display a quick preview of all adjustments, dates, warehouse details, and the quantity of that item. Clicking the icon will open the full Inventory Management module to perform transactions like existing functionality. This change reduces unnecessary steps, allowing users to preview details by hovering instead of opening the entire module.

Source Category on Calendar Cards

Under Company Configuration → Scheduler configuration, the system will add a new optional Source Category. If the tenant admin selects it, they can see the Source Category field on Calendar job cards. By default, it is not selected for any tenant.

Send Signature Document URL Via Email as well

Similar to SMS functionality, the system will roll out a feature for project documents marked eligible for Signature. Users can send the signature URL to customers via email, allowing them to access the document and provide consent easily. Once signed, the email icon turns green, and a green pen appears on the document to indicate the signature is captured. The customer also receives a copy of the signed document.

Project Document / Photos as an email attachment

The system will roll out a feature allowing direct attachment of project documents or photos to emails sent to customers from the project. This eliminates the need to download files locally and then re-upload them.

To access this feature:

• Select the required documents or photos in a project and click the Compose Email button. This redirects to the email tab with the selected files attached. Then, type the message and send.

• Go to Communication → Email tab under the project, click Attach Photos and Docs, preview available or uploaded files, and select those to send to the customer or another email address.

Assign Technician on Product Items

Similar to the assignment of technicians on Labor Items, now user can also assign technicians on product items as well.

To enable this, tenant has to enable the new permission under Company Configuration → Scheduling Assignment as Assign Technician to Product Item.

For the tenants who has enabled this company permission, additional permissions are added for their users with role based permission under Projects as Assign Technician on Product Item and Product Technician Visibility Controls to control the assignments on specific line items.

Similarly technicians can now see their assigned line items on mobile devices as well with the item description and quantity based on their allocations

Phone # / Email Pop Up When Sending Email / SMS

To override the default behavior of always using the primary email or SMS, the system will introduce a new feature across the application (CRM modules and Projects). When sending SMS or emails, users will see the contact's name and all associated numbers, allowing them to select which to use. Users can also enter any number manually to send communication if needed.

New Column in Widgets : Left Message Log

The system provides various stages for the Left Message quick action button, user finds its difficult to report when a job moves from Left Message 1 to Left Message 2 and further.

The system adds a new field to the widgets Project table named Left Message Log, capturing the timestamp when any left message event triggers. This enables use of the new columns in report filters to consider or exclude jobs as needed.

Fixes for Pin Input Box

Minor fixes would be rolled out to improve the user experience when typing or updating the 4-digit PIN.

Web & Mobile - Permission Driven Login

ProjectsForce 360* is adding few new columns under the user management listing page as Admin Web Portal, Field Mobile App, Inventory Mobile App to specifically control or monitor the usage of ProjectsForce application. Unauthorised users would get a message while they try to access the web or mobile apps.

Note: Logged User on web portal, cannot change his current role permission of Admin Web Portal

EPA Details Enhancements

The system will fix EPA Details tenant-level or project-level configuration to include dependent fields based on the selected value. This change prevents failures when calling Source APIs.

Introducing the Next Evolution of ProjectsForce 360

Modern UI Rollout Begins February 8

At ProjectsForce 360, we believe great software is never static. It should evolve alongside your business, continuously improving how you work, how you see your data, and how efficiently your teams operate.

On February 8, we are introducing a new modern user interface designed to elevate usability, clarity, and performance across the platform while laying the groundwork for future innovation.

A Thoughtful Transition Built Around You

We recognize that change is best adopted when users have time to adjust. With that in mind, this release will follow a phased transition approach:

• February 8: The new modern UI becomes available as an optional experience
• A toggle button will be visible within the application, allowing you to switch between:
• The new Modern View
• The existing Classic View
• 30-day transition period: You can move between views at your own pace

After the 30-day transition window:

• The Classic View will be retired
• All users will be fully transitioned to the new Modern UI

This approach ensures continuity, minimizes disruption, and gives your teams time to explore and adopt the updated experience with confidence.

Why We’re Making This Change

This UI update is not just a visual refresh. It represents a strategic investment in:

• A cleaner, more intuitive navigation experience
• Stronger consistency across the entire platform
• Improved data visibility and interaction
• A modern foundation that enables faster feature delivery moving forward

Most importantly, it reflects our commitment to ensuring that the platform you’ve invested in continues to move forward and never feels stagnant.

What to Expect Next

During the transition period, we encourage users to explore the Modern View and begin incorporating it into daily workflows. Additional enhancements will continue to build on this new foundation in upcoming releases.

As always, your feedback matters. This evolution is driven by our customers, and we remain fully committed to delivering a platform that grows with your business.

Thank you for partnering with ProjectsForce 360. We’re excited about what’s ahead.

New Sidebar Menu and Navigation:

New Bar Charts With Color Coding and Values On Each Bar. 

New Comparison Widgets:

New Gauges to Show Comparisons:

Simplified Role and Permission Management:

Technician Recommendation & Route Optimisation

ProjectsForce is releasing a new feature to automate scheduling by recommending the best technician for each job. It also helps the scheduling team view and optimize technician routes to minimize travel and maximize job coverage. To get this feature enabled, please reach out to our support team.

For technician recommendations, a new icon will appear on the RTS table. Clicking it displays technician recommendations based on job assignment coverage, including work schedule, job coverage, rotation %, service time, and capacity.

The system recommends the best available technician and time slots. This ensures optimal selection based on technician availability without disrupting the existing workflow.

For scheduled jobs, we will add a new icon next to each technician on the calendar. This icon opens a routing screen showing all the technician's scheduled jobs on the map with arrival times, calculated from travel distances between start and end locations and each job's service time. The map displays all scheduled jobs and an optimized route using Google's real-time algorithm. Users can rearrange jobs by dragging and dropping or add more jobs from available unassigned tasks within the technician's coverage area.

 

Once the user analyzes the optimized sequence and route, they can confirm it in the system. The system will update the job's arrival start and end times on the jobs and, if SMS is configured by the tenant, notify customers of the arrival slots.

CRM Sales KPI Widgets

The system is adding new widget tables, starting with KPI -, to set up multiple CRM widgets for tracking company sales. Company owners can view the turnaround time between two dynamic opportunity statuses, assess sales team performance, and analyze MRR by company size and sources. Using these KPI tables, users can set up the following widgets as needed:

Strategic/Leading Indicator

1. Client → Opportunity Conversion rate

2. Opportunity → Quote conversion rate

3. Quote → Project Conversion rate

4. Customer Segmentation Visibility

5. Stage Velocity

Funnel & Pipeline

1. Lead Volume

2. Lead to Qualified conversion %

3. Demo-to-Opportunity Conversion %

4. Opportunity-to-Close Conversion % (Win Rate)

5. Pipeline Value by Stage

Sales Efficiency

1. Average Deal Cycle Length

2. Average Deal Size Based on Company Size (ACV / MRR)

3. Contact-to-Opportunity Rate

Revenue & Forecasting

1. New ARR / MRR

2. Revenue by Segment

3. Revenue by Channel

4. Open Quotes $ Value

Retention & Expansion

1. Churn Rate %

CRM : Qualified / Unqualified Feature

To segregate genuine Opportunities, the system will add a toggle labeled Qualified, to each CRM Opportunity (off by default). Once the salesperson or Opportunity owner contacts and validates the customer, they can enable this toggle, which records the user, date, and time.

Once marked qualified, an opportunity cannot be reverted.

This flag will appear on the listing page and in widgets (Projects and Opportunity table) for reference and reporting.

 

Chargeback and Retainage Enhancements

• Chargeback Clone Feature
  Added the ability to clone the chargeback directly to the system for easy reference, on Project and general chargeback

• Order-Level Chargeback Flag
  Orders can now be clearly flagged to indicate the presence of an unpaid chargeback with a count on the tab.

• PO Number for Chargebacks
  Under Admin → User → Retainage Module → User Chargeback, a hyperlinked PO Number can now be added while creating a new chargeback for better traceability.

• Automated Authorization Number for Chargebacks
  Introduced automation to generate an authorization number (First 3 Letter of Workroom + 4 digits of random number) as Chargeback # and share it with retailers via a retailer note, without requiring manual note entries. (** To enable the feature to send retailer notes to source, please connect with our Support team).

Timeline (Project and Client Based)

ProjectsForce will roll out a new feature called Timeline in two modules, allowing users to view all communication related to a job or client in one place.

Project Based Timeline:

A new permission-driven tab named Timeline, will be added under Project. It will display all communications—SMS, Email, and Notes—grouped by each Related PO of the job, providing a single view for users to see and communicate as needed.

A tenant-based configuration, Group POs Under Same Project is added under Project Management & Linkage → Timeline Communication. When selected, the Timeline tab in each project of that tenant displays communications for the same client and project number across different POs. Users can check or uncheck this option at runtime under project to override the default tenant settings.

 

Client Based Timeline

Under each client profile, a new tab named Communication will combine Notes, SMS, and Email. Each tab will display all communications with that client at the client level, CRM (Opportunity, Quote, Invoice), or any Project level.

The system will pull all communications sorted by date, with a reference column showing each communication's linkage.

Separate Bio Details for Calendar and Customer Portal

Under user management → user profile, the Bio details field describes a user's professional information. Tenants use this to display on Scheduler cards, and customers see it on the Customer portal. To separate internal technician skill set from customer-facing details, the system will split this into two fields:

Calendar Bio Details and CX Portal Bio. These control what the internal team and end customers see, respectively. The new field appears only if the tenant has enabled the Customer Portal feature and includes a copy icon to transfer content as needed.

Show Labor, Product and Linked Items on Template & Document Preview

Like the view users see when opening documents or templates, this view will now appear on the preview screen. Users no longer need to repeatedly click the Edit button to see all required details on the document preview.

Project Billing tab Enhancements

The system will enhance the Project Billing tab UI by dividing it into sub-tabs for better user experience and data visibility.

The Payment Requests tab will display all PR details from sources (Lowes / Home Depot).

The Invoices and Bills tab will show invoice and bill details created on Quickbooks by the tenant using ProjectsForce.

Note: CRM-based invoices will appear on a separate tab Invoices. All tabs are permission-controlled; update roles as needed.

Global Filters: Assign to Dashboard Checkbox

Under user management → Global Filters, the tenant admin sets default or multiple filters for any company user to control what they see on the scheduler calendar and in global filters. The system will add a new checkbox on the filters listing page labeled Apply To Dashboard, which enforces these filters on the dashboard, limiting data shown on widgets to the user.

Bug fix for Auto distribution of Rotation %

The system will exclude inactive users from auto-distribution when allocating rotation percentages and will omit non-technician users (those without Installer View permission) from the Rotation % tab breakdown to prevent confusion.

V IMP : Pin Based Login

We have upgraded the authentication system with Refresh Tokens and a new PIN-based quick login. Below are the key improvements:

1. Modern Session Management (Access + Refresh Tokens)

• Access Token: short-lived session.

• Refresh Token: long-lived session (replaces the old, 24-hour auto logout).

• If refresh token expires or is missing → user must log in with Email + Password.

2. PIN (4digit) for Daily Login

• Users can set an PIN after password login.

• PIN is securely stored (hashed).

• PIN changes/resets require password authentication.

3. Updated Login Scenarios

• First Login / Refresh Token Expired → Email + Password required.

• Daily Login (refresh token active) →

  • If PIN exists → login via PIN.

  • If PIN not set → login via Password, with a “Remind Me Later” option for 7 days and can be configured at tenant level.

• 3 Wrong PIN Attempts → PIN blocked → Password required.

• 3 Wrong Password Attempts → Account locked (admin unlock required).

• Forgot PIN → Authenticate with Password → Set new PIN from settings.

4. Security & Behaviour Changes

• OTP revalidation (every X days) removed.

• PIN works only if refresh token is valid.

• Password change does NOT auto-reset PIN.

• Forgot Password resets only the password; PIN remains unchanged unless user chooses to update it.

5. Quick Journey Examples

• Next-day login with PIN → Enter PIN → Success.

• Next-day login without PIN → Use Password.

• Refresh token expired → Password login needed.

• Wrong PIN ×3 → PIN disabled until password login.

Summary

• Password = fallback authentication.

• Refresh Token = primary session key.

• PIN = fast daily login (valid only while refresh token is active).

• Strict security thresholds:

  • 3 wrong passwords → lock

  • 3 wrong PINs → PIN disabled until logged in with password

New Permission – “Year Built (Modify)

A new permission “Year Built (Modify)” has been added under:
Project → Project Details → Year Built (Modify)

This permission controls the ability to edit the “Year Built” field within the Project module (applicable to both Old and New Project layouts).

• Users with this permission can modify the Year Built field.

• Users without this permission will only have view access — they can see the value (if present) against each job but cannot modify it.

• By default, this permission has been granted to all roles.

This enhancement ensures finer control over project information management and prevents unintended data changes.

Retainage and Chargeback Enhancements

1. Chargeback Handling for “Collect from Retainage”

• When a Chargeback is marked as Collect from Retainage, it will now be reflected directly on the Retainage screen.

• Display formula updated:
  Retainage Balance = Total Retainage Amount – Total Chargebacks (Collect from Retainage)

• This is a display-only update; no database changes will be performed.

2. Retainage Calculation Accuracy (Bug Fix)

• Incorrect retainage amount display issue has been fixed.

3. Retainage Editing Rules

• After any payout has been processed, users can only edit the Total Retainage Amount.

• Negative balances caused when Chargeback > Retainage are automatically handled within the new display logic (covered under Point 1).

4. Chargeback Editing Rules After Payouts

• If a Chargeback's payout status is open, users can edit only the Chargeback amount.

• Any adjustment will be applied to:

  • The last payout, or

  • A new payout, depending on the scenario.

5. Technician Deductions

• Fixed issues preventing users from adding or editing technician-related payment deductions.

6. Applying Chargeback Balance to Retainer

• Introduced functionality to apply remaining Chargeback balances directly to a retainer.

Copy Icon and Note Preview

The system will add a copy-to-clipboard icon next to the Notes description under Project → Communication. For long notes, a pop-hover with a scrollbar will appear, allowing easy reading of the full content sent by the other users.

Site Address Field Enhancement

To improve accuracy and clarity in address entry, the Site Address field has been redesigned and broken into multiple structured fields, similar to the Client Billing Address.

What’s New

• Site Address is now captured using separate fields:
  Street Address 1, Street Address 2, City, State, Zip Code.

• Users can now clearly specify apartment numbers, floor details, or additional site information in Street Address 2.

Why This Change

• Reduces address ambiguity.

• Improves data consistency across the platform.

• Makes site-level details more precise for operations and reporting.

Make billing address as Editable

In cases where the client address is pulled from sources or newly created for private businesses, users often need to modify the billing address in the client basic profile, which is currently not allowed. Going forward, users can click the Edit button to modify the address and other client details.

Sort and filter on Site Listing page

In the client profiles' Sites section, where users add multiple site addresses with qualifying names, the system will add search and sort icons to the listing table. This will help users find sites by name, address, modifier, date, and more.

Copy Icons on New Layout

The system will add copy-to-clipboard icons to most fields in the new layout, such as client name, address, customer, and store fields. This allows users to copy data with a single click.

Refunded Jobs on Calendar

Some tenants want to see jobs with Refunded status on Calendar, Scheduler, and Map, while others do not. To address this, the system introduces a tenant-based company configuration to control refunded job visibility.

A new toggle, Show Refunded Jobs, will be added in Admin → Configuration → Scheduling & Assignment → Scheduler → Configure.

This toggle is enabled by default for all tenants, who can adjust it as needed.

Quote & Invoice Custom Layout

Currently, the CRM module (Quote and Invoices) has predefined templates and columns for Item details under Summary, Details Internal, and Details Customer. As an enhancement, the system now allows tenant admins to set custom layouts to display required fields on Quotes and Invoices. Once configured, a new option, Custom Layout, appears under the Send, Preview, and Download buttons. This custom layout, if configured is also the default for customer emails regarding approval and communications.

To configure this, tenants see two new options: Quote Custom Layout and Invoice Custom Layout under Admin → Configuration → Visual Enhancements. Clicking the configure button lets admins view all available options for Quotes and Invoices, selecting columns and their sequence.

Users can configure custom layouts separately for Quotes and Invoices. The Custom Layout option appears when creating new quotes or invoices only after configuration.

Rename RTS Follow Up Date

The system will globally rename the project-based RTS Follow Up Date to the generic field Follow Up Date, across the old and new project layouts, existing widgets, and more.

Decline Lead – New Action for Home Depot Jobs

• Added a new “Decline Lead” action button (permission-based) for all Home Depot jobs.

• Clicking the button opens a pop-up with:

  • Decline Reason (mandatory)

  • Note (optional) with a “Send to Source” toggle, ON by default

    • If ON → Note is sent to the source and added as a Retailer Note

    • If OFF → Note is added as an Internal Note

• Upon confirmation, the job status will be updated to Cancelled, and the corresponding rules will be triggered.

Template-to-Project Document Shortcut

You can now create a project document directly from the template card using the new Create Project Doc button. If no edits are needed, simply click the button, preview the document, and confirm—no more navigating to the document screen.
The original conversion flow remains available.
Note: The button is hidden for templates that require signatures

Expose Columns on Widgets

• Invoice all important columns to Project and Invoice table

• Photo Category to Project Table

• Site Name, Address and Contact to Project Table

• Client contact details on Leads Table

Timezone Changes

To maintain consistency throughout the application and synchronize the timezone with the client timezone in their company profile, each release gradually corrects this. This release covers the following modules:

1. Admin: Warehouse, Labor profiles, Stores modules

2. Admin: dashboards, widgets, document center modules

3. Admin: Event logs, configuration, checklist modules

4. Project: Add Client Module

Bug Fixes

EPA Lead Details Handling

• Enhanced handling for Lowe’s jobs where EPA Lead Test Response Reason = Presumed Lead.
  The system now correctly processes scenarios where certain EPA-related fields selected as N/A.

Personalized Project Number Retention Issue

• A bug will be fixed where the system retained a personalized project number on the browser tab, even when the job was not created.

Merge Client Pop-Up UI

• Fixed a UI issue where the Merge Client pop-up did not render consistently.

Busted Technician – Labor Amount Calculation

• A bug will be fixed where, for busted jobs, if the same technician was assigned again, the labor amount still appeared under the Schedule Info technician entry.

Invoice Due Date Mismatch

• The discrepancy between Invoice Details and the Invoice Listing page due dates will be resolved.

Project Notes Sorting

• Project notes are now correctly sorted by Created At (latest on top) for improved readability.

Widget Back-Button Navigation

• A bug will be fixed where the widget back button redirected users to the default dashboard, instead of returning them to the dashboard from which the widget report was opened.

Client Creation Without Email

• Fixed an issue where users were unable to create a client without an email address.

• Added an asterisk to the Phone Number field to indicate it is mandatory.

Additional Fields Tab – New Layout

• A bug will be fixed where the Additional Fields tab in the new project layout could not be modified.

Excessive OTP Emails

• Issue identified where OTP emails were being triggered every time a mobile user logged in via email & password. A fix will be applied to prevent unnecessary OTP notifications.

CX Portal – Enhanced Security & Login Flow

A major update has been deployed to improve security, usability, and access reliability for the CX Portal.

Previous Flow

• Login available only via Email.

• OTP required if verification was older than 30 days.

What’s New

Multiple Login Options

• Users can now log in via Email & Password or OTP.

• OTPs are sent via both Email and SMS.

Smarter Token Management

• Access tokens now have a 15-minute validity for higher security.

• Tokens auto-refresh for 30 days (configurable by tenant).

• Expired or invalid tokens redirect users to the login screen.

Simplified First-Time Access

• New users receive a Welcome SMS with a secure token-based link for one-click access.

Device & Session Intelligence

• OTP required when accessing the portal from a new device or after 30 days.

• OTP requests have a 2-minute cooldown, with a 30-minute temporary block after 3 failed attempts.

• PF users can now reinvite customers via a new “Send Invite” button in client profiles.

Seamless Access

• Valid login sessions continue without interruption; expired sessions prompt re-login.

• Customers can now set or update passwords directly from their profile.

New Widgets – Photo Upload Tracking

Track total and mobile-specific photo uploads per project using new widget columns:

• Total Photo Count

• Mobile Photo Count

This provides full visibility into media activity across web and mobile.

Quoting Module – mVendor % Logic Enhancement

Previous Behavior: Changing the mVendor % recalculated Retail Amount.
New Behavior: Adjusting the mVendor % now updates Revenue, keeping Retail Amount static.
All dependent totals (Labor, Product, Quote, Profit, Margin) update dynamically.

New summary fields added:

• Total Profit = Total Revenue – Total Cost

• Total Margin = (Total Revenue – Total Cost) / Total Revenue

Email Template Configuration – Store & Customer

Users can now configure automated emails to reach:

• Customers, Stores, or Both, using a new multi-select “Send To” dropdown.

• For stores, all email addresses marked “Send Email: Yes” will automatically receive the messages.

CRM Enhancements – Improved Visibility

Significant upgrades in Client, Opportunity, and Quote modules for better data management and tracking.

Client Profile

• New fields: Client Source and Client Referral Source (visible on Opportunities & Quotes).

• “Company Size” field now supports numeric ranges, exact values, or descriptive options.

Opportunities (Previously Leads)

• “Lead” renamed to Opportunity throughout all forms, widgets, and reports.

• Ownership tracking and assignment widgets now mirror the Projects module.

• Audit Trails added for:

  • Owner changes

  • Status updates (with notes)

• Metadata now includes Created By, Created Date, and Opportunity Found By.

• New fields:

  • Estimated Opportunity ($)

  • Opportunity Temperature (Cold/Warm/Hot)

• Archived Opportunities are now managed under a dedicated tab, hidden from active views.

Quotes

• Added Quote Temperature field (Cold/Warm/Hot).

• All new fields are exposed to widgets for performance tracking.

User Management – Retainage & Chargeback Summary

A new summary view under User Management displays:

• Total amount, paid amount, and balance for each user’s Retainage and Chargebacks.

Calendar Enhancements

• Technician names are now visible on Time Off and Block Time cards.

• Improved at-a-glance visibility and identification.

Client Details – Quick Edit & Improved Access

Users can now view and manage:

• Client emails and phone numbers directly on the main page.

• Site addresses are now editable with a single click.

Chargeback Menu Relocation

• “Add Chargeback” moved from Admin to Project Menu for faster access.

• Permissions can now be managed directly under the Project Module.

Item Master – Independent Configuration & Inventory

Configuration and inventory settings are now separated:

• Pencil icon: opens Item Configuration.

• Inventory icon: opens Inventory Management.

• Both editable independently, regardless of inventory flag.

Rotation % Simplification

When assigning or editing jobs:

• System prompts to Auto Distribute or Skip rotation setup.

• Admins can manually apply equal distribution at Store, Type, or Category levels.

Calendar Scheduler – Beta Version

The new Beta Scheduler offers:

• Persistent technician positioning.

• Standardized card layouts (top three fields defined by company config).

• Optimized performance for large data volumes.

Mobile App – Extended UI/UX Performance

Performance and design improvements now cover:

• Dashboard

• Projects

• EPA Lead sections

FCB2B Integration – Vendor Communication

A new add-on feature enabling end-to-end EDI vendor connectivity for:

• Purchase Orders, Catalogs, Invoices, and Shipments

• Includes Advanced Filters, Favorite Items, and Order Workflows via EDI 832/850/855/856/810 protocols.

Tenants can enable this integration by contacting PF360 Support.

Bug Fixes

• Fixed: Non-technicians appearing in Related Technicians dropdown.

• Fixed: Document count errors for unauthorized projects.

• Fixed: Linked Labor prices not visible in FE-Mobile.

• Fixed: Missing existing clients in New Project layout.

• Fixed: Job status not updating after drag-and-drop in Scheduler.

• Added: Created Date column in Task Listing.

End of October 2025 Monthly Release Notes

ProjectsForce 360

October Monthly Release

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

Paid & Unpaid Labor Cost Summary

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

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

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

Payroll Enhancements

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

• Exported payroll reports now include:

  • Exported (Yes/No)

  • Exported Date

  • Exported By

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

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

User-Based Auditing (Add-On Feature)

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

• A new User Activity menu under Admin provides:

  • Filters by date, action, and user

  • Hyperlinks to detailed project updates

  • Export options to Excel

CRM & Client Management Enhancements

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

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

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

Project Copy & Item Visibility

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

• New Project Items View:

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

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

Permissions & Controls

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

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

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

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

Scheduler & Map Enhancements

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

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

Pull-Down Notifications Updates

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

• Installer and Store Notes are merged.

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

• Role-based controls determine who sees which notifications.

Finance & Payment Controls

• Line items cannot be edited after finance review.

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

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

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

Service Time Entry

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

Mobile UX & Performance

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

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

Permissions Cleanup

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

• Dashboard Filter

• Site Inspection

• Store Notes

• Template Document

• Client/Store Details

• Technician Coverage Management

• And several outdated mobile/job actions

Bug Fix

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

Questions?

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

ProjectsForce 360 August 2025, Release Notes

Important - New Feature & Documents Signature Enhancements 

Purpose :

ProjectsForce 360* would be releasing an update on the Document Center module to the latest stable version to ensure compatibility, security, performance, and access to new features. 
In addition, multiple enhancements have been made to improve document signing workflows, integrity, audibility, and user experience across the platform. 

• Enhanced Signature Workflow & New Feature

  • Introduced pen color indicators to visually reflect signing state: 

    • Grey → No signatures. 

    • Orange → Partially signed. 

    • Green → Fully signed. 

  • Pen icon includes a tooltip showing the latest or last signed date, with signature details available on hover. 

• A new feature as Sign anywhere can be set from document center for templates and also for new upload of project documents. The permission for setting sign anywhere can be set for documents which are marked as Editable and Signature Required.

  
  

  
  

  • Added new annotation option under the custom dates to stamp the latest signature date or choose a custom signature date. 

  • Signature Log & Audit Trail 

  • Implemented a comprehensive signature log history that captures: 

    • Who signed and when. 

    • Type of signature (Sign anywhere or Form-Field Signature). 

    • Total signatures required, signatures added, and pending counts. 

  • Log is accessible in both Document Center and Project Document section. 

  • Signature logs are also captured across Mobile app, Customer Portal, and Tiny URL workflows. 

    
    

    

    
    

    

    
    

    

    
    

    
    

    • Imp : Validation & Send-to-Source Enhancements 

      • Added validation on Save and Bulk Update actions to ensure unsigned documents cannot be sent to source when signature is required. 

      • Unsigned document names are listed during bulk validation for clarity. 

      • Added an info icon next to Project Documents to highlight send-to-source rules for unsigned documents. 

      • Added warning pop-ups when attempting to send unsigned documents where signatures are required. 

    • Editing & Annotation Enhancements 

      • Introduced signature annotation support in edit mode. 

      • Enhanced differentiation of signature types: 

        • Sign Anywhere 

        • Form-Field Signature. 

      • Tooltip now shows counts of both signature types and required totals. 

    Special Note on the change for Signature Icon Behaviour for Mobile

    The signature icon looks the same on both Android and iOS, but the actions differ slightly: 

    On iOS:

    • Tap the Signature icon.

    • The signature pad will appear.

    • After signing, the signature will be placed in the center of the document.

    • You can drag and position the signature wherever you like. 

    On Android:

    • Tap the Signature icon.

    • It will activate annotation mode.

    • Tap on the spot in the document where you want to place the signature.

    • The signature pad will open for you to sign.

    • After signing, to move the signature, first deselect the signature icon, then select the signature and drag it to the desired location.

    New Feature - SMS on Mobile Devices

    Similar to the web, now mobile users would also be able to communicate to the end users directly via the SMS functionality, along with this they can clearly see all the conversation being done between the customer and their company users along with date and time and the user details.

    Until the message gets delivered, user can also modify the message as required. This feature is available only in the Online mode.

    Existing permissions would be used under the Project Details → Communications → SMS to control the feature visibility on web and mobile both.

    Important Change in User Experience For SMS History on Web

    To enhance the user experience, the SMS history under the Project Details → Communications → SMS would be changed to give user a new experience to see all the messages being sent by the user properly aligned on the right side of the window and all other communications being done by other users or end customers on the left side and sorted by the timeframe. This is now kept in Sync with the new feature rolled out on mobile.

    New Feature : Scheduler - Horizontal View

    For the better visibility and operations, system is releasing a new tab under the Scheduler and Calendar as Horizontal View, this would show the technicians names horizontally and giving more visibility on the wider screen to view the assignments and easily assign or reassign the jobs across the technicians.

    Apply Custom Discount or Tax On Quote Labor or Product Items

    Recently ProjectsForce 360* released the feature to define the Sales Tax to be applied on Quotes, configured at the company level for the taxable lines, along with an option to override the company level defined tax against required line items, or mark the quote itself as Non Taxable.

    As an enhancement in this release, user would now also see a toggle button (by default Off) under the Quotes to manually define the custom discount (in percent or amount) and tax to be applied exclusively for Labor or Product items

    
    

    
    

    
    

    
    

    Project Items - Finance Reviewed Enhancements

    ProjectsForce 360* is making an enhancements on the Finance Reviewed flag present on the Project Items to keep the consistency from Project Items and Payroll reports along with below changes to manage the payroll efficiently:

    1. If any change is made on Line item or technician, Finance Reviewed will be uncheck with the warning message ,if it is already checked.

    2. If all the child jobs are finance reviewed  (totally 100% allocated), then it should automatically reflect and mark parent job as "Finance Reviewed" in project item tab.

    3. For all the child jobs (totally not 100% allocated) , if marked as Finance Reviewed, will not mark the parent job as Finance Reviewed automatically and a warning message will appear if user try to click on checkbox for the child jobs as "This line item is not assigned for 100% allocation; you are marking it as Finance Reviewed, Do you want to make it Finance Reviewed for parent item also?", user can choose any of out of below 2 options .

       1. If user clicks on "Ok" button , then parent will also be marked as Finance Reviewed.

       2. If user click on "Cancel" icon, the parent will remain as is and the child job will be marked as Finance Reviewed.

    4. If any technician is Finance Reviewed for the assigned job , then 

       1. While deleting it from schedule Info tab, then finance reviewed would get reset based on item level after the confirmation on the warning message.

          1. Single technician , then "Finance Reviewed" will be unchecked from parent line item

          2. Multiple Technician , then parent will remain as is in Finance Reviewed, only if all other technicians are finance reviewed.

    5. User can uncheck parent or child level Finance reviewed (Until it is being marked as PAID) after providing the confirmation on the pop up: "Please confirm if you would like to uncheck the Finance Reviewed?"

    6. If we uncheck finance review from project item then the same will reflect on Payroll.

    7. If by mistake someone clicked finance reviewed, the same can be reverted back, until the line is paid

    Project Items - Paid Enhancements

    ProjectsForce 360* is making an enhancements on the Paid flag present on the Project Items to keep the consistency from Project Items and Payroll reports along with below changes to manage the payroll efficiently:

    1. If all the child jobs are paid (totally 100% allocated), then it should automatically reflect on parent job as PAID in project item tab and should not be editable then.

    2. For all the child jobs (totally not 100% allocated) , if marked as paid, will not mark the parent job as paid automatically and a warning message will appear if user try to click on PAID for the child jobs as "This line item is not assigned for 100% allocation; you are marking it as PAID, Do you want to make it PAID for parent item also?", user can choose any of out of below 2 options .

       1. If user clicks on "Ok" button , then parent will be marked as PAID

       2. If user click on "Cancel" icon, the parent will not be marked as PAID but the child job will be marked as PAID.

    3. If any technician is PAID for the assigned job , then 

       1. It should not get deleted from schedule Info tab 

          1. Delete button in read only mode in schedule info for the paid technician , and a tooltip with info of why it cannot be deleted.

       2. It should not be deleted from MAP view.

    4. Log time would be shown on Payroll also, as it is currently visible on line items once the job is Paid.

    Push Notifications Visibility Enhancements

    Existing workflow:

    1. Push notifications and pull down notification works on basis of the user level coverage permissions and role based permission about Project → Project Details → Communications →

       1. Email

       2. SMS

       3. Store Notes

       4. Installer Notes

       5. Customer Chats

    2. The other existing permission is used to identify if the user has installer permissions. The installer check is done by using View Installers Permissiosand any user without this is not considered as a non-installer user.

    3. Notification is added to non-installer user based on point 1 basis permission while Technician users are assigned notification only if they are assigned to the specific project.

     

    New Change:

    1. System would add a new permission for pull down menu as User Assigned.

    2. Remove existing dependency on installer permission and use the above-mentioned permission.

    3. For roles which currently have installer special permissions, check if they have User Assigned pull down permission.

       1. If the user doesn’t have pull down menu User Assigned permission, we treat the user as non technician user and show all the notification based on coverage preference and other role permissions.

       2. If the user does have pull down menu User Assigned permission, we treat the user as technician user and only show notification for the projects they are assigned to.

     

    Mobile - Important Change For Child Jobs

    To make the seamless experience for the technicians using the mobile devices, system would rollout a change on mobile devices where in going forward the technicians would not see the child jobs along with that would see the line items of the child jobs under the parent jobs itself as a linked line items for Labor and Product both, similar to web version.

    This enhancement would avoid any accidental changes or data being captured on child which gets override while syncing the child jobs from parent.

    Mobile - Timezone Changes

    Recently a change was done to manage the jobs scheduled date as is for all users irrespective of their local time zone, the same is being now done for all the mobile modules including Scheduling, Time Off etc. This would ensure that the users of the company would see the time based on the time zone defined at the company level and would not change based on their local time zones.

    Bug Fix : Customer Portal Sign Up and Sign In Page Redirection

    System would be fixing the redirection bug on customer portal, where in now end users have to first enter their email Id and if they are signing for the first time would get redirected to the Sign Up page to create their account, Once the account is created and validated going forward for all future attempts they would directly get redirected to Sign In page after entering the email Id.

📢 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.

🎯 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

🔍 Where to Watch

You can find all webinars in:

• Our Webinar Hub on the ProjectsForce website

• LinkedIn and Facebook each week

✋ Want to Request a Topic?

We want to hear from you!

Send your feature or topic suggestions to:

📩 webinars@projectsforce.com

📅 Coming This Month

• Week 1: Dynamic Forms

• Week 2: Checklists

• Week 3: Schedule Now

• Week 4: Customer Portal

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.