Products

We’ve introduced an exciting new feature:
the Sub-Products tab.

This feature allows you to create standalone products or combine multiple sub-products into a final product or assembly. For instance, you can have separate products like a door assembly, shelf assembly, and a cabinet carcass. By combining these, you can easily create a one-door cabinet with shelves.

Using sub-products streamlines the process of assembling new products in your Product library, making it quicker and more efficient.

Learn more here

Estimating

Introducing the All-New Estimating Module: Faster, More Intuitive, and Packed with Enhanced Controls

We are thrilled to announce the release of our completely refactored estimating software, designed to revolutionize your user experience. This major update brings significant improvements to both the backend and the front-end user interface, ensuring a seamless and efficient workflow for all users.

Backend Enhancements: Powering Performance

Our development team has meticulously overhauled the backend architecture, resulting in a robust and high-performing system. These enhancements translate to faster processing times, increased reliability, and the ability to handle larger datasets with ease. Whether you’re managing complex projects or handling multiple estimates simultaneously, our software is now more capable than ever.

Front-End Overhaul: Intuitive and User-Friendly

The front-end user interface has been completely redesigned with you in mind. Our goal was to create a more intuitive and visually appealing experience. The new interface is not only aesthetically pleasing but also highly functional, allowing users to navigate effortlessly through the software. Key features include:

• Streamlined Navigation: Simplified menus and toolbars for quicker access to essential functions.

• Enhanced Visuals: Modern design elements that improve readability and reduce eye strain.

• Customizable Summary: Tailor your estimate summary to suit your specific needs and preferences.

Greater Control: Empowering Users

One of the standout features of this update is the increased level of control it offers users. With more customizable options and advanced settings, you can fine-tune the software to match your workflow perfectly. Key improvements include:

• Advanced Grouping, Sorting, and Filtering: Easily group, sort and filter tabular data to display it the way you want to see it. Learn more here

• Conditional Formatting: Create and apply conditional formatting rules to highlight data meeting your desired thresholds. Learn more here

• Built-in Rich Text Editor: Allows you to create high-impact document processing solutions that emulate the look, feel, and capabilities of Microsoft Word.®

Experience the Difference

We invite you to experience the new and improved estimating software for yourself. With its faster performance, intuitive interface, and greater control, it’s designed to make your estimating tasks easier and more efficient than ever before. Upgrade today and take your project management to the next level.

Payment Method

Applying a Payment to an outstanding project invoice now includes the option to associate a Payment Method. You can add, rename, and delete payment methods.

Grid UI/UX Customization

Many datagrids have been replaced throughout the desktop application with more easy-to-use and highly customizable grids. The more modern datagrids offer an array of UI customization features - so you can personalize your datagrids to meet your ever-changing needs. Learn more here

Labor Detail Lookup

The Detail sub-tab on the Timeclock form displays labor punches in a datagrid that can be grouped, filtered and sorted allowing you to view your labor detail records in a way that provides you valuable insights to your data.

Manage
Time -Off Requests
on Calendar

Depending upon employee permissions, users now have the ability to manage Time-off requests from the Calendar form.

MR Queue

The MR Queue has been refactored to take advantage of more modern controls that give you greater control over how your data is grouped, filtered, and sorted.

Report Interface

Throughout Crows Nest, the Report Interface has been updated. RDL reports now have a parameter panel instead of a string of popups. Additionally, RDL and REPX reports cohabitate in the same panel and are identifiable by different icon colors.

Dashboard App

The standalone Dashboard App now supports .RDL Reports, .REPX reports and BI Dashboards. Additionally, an Expand to Full Screen mode has been added.

Project UDC Validation

Project UDC Text fields can now be turned into drop down selections

1. Go to Settings-->Options-->All

2. Use search or scroll to find the appropriate numbered setting starting with ‘ProjectUDCText’ and ending with ‘Validation’

3. Double-click the Name cell in the setting row to open a multi-line editor

4. Enter one selection per line

5. Click OK

6. If the Project form is already open, close and reopen to reload the interface with the new drop-downs

Calendar

Customizable Descriptions

The text on the Project, Phase and Task appointments on the Calendar can now be customized by entering an SQL expression

1. Go to Settings-->Options-->All

2. Edit the value for one of the following settings

   • Calendar_ProjectDescription - Reference any field in the Project

   • Calendar_PhaseDescription

   • Calendar_TaskDescription

Drag Unscheduled Phases onto Calendar

A new table has been added so you can drag a Phase onto the Calendar. A dropdown selector above the table lets the user select which Date should be populated when the Phase is dropped onto the Calendar. Phases without a date can be seen in this list as well so it can be used a Queue of Phases not yet scheduled.

Material/Labor
Sub-Tables for Products

Added the ability for users to copy-and-paste rows on the Labor and Material sub-tables when modifying a product built in the Products form.

Task Overview Filter

Added the ability to filter by Project Flags when creating/editing Task Filters (‘My Filters’ & ‘Global Filters’) on the Tasks form.

Businesses

Added a GL Account field per Businesses for use when transferring A/P Invoices to external accounting applications like QuickBooks

Add a Rating field per business allowing you to set a rating between 1 and 5 starts on each business.

Queries Form

The Query form (Settings-->Query) has been refactored using more modern controls. Users now have additional controls available to apply grouping, sorts, and additional filtering. Learn more here

Time Off Request Notifications

You can now customize the recipients that are notified when an employee submits a time off request.

In Options/Notifications, there is a checkbox to Notify Supervisor which when enabled will include the immediate supervisor of the employee submitting the time off request.

In Options/Notifications/Events there is an event titled Time Off Request Submitted where you can add recipients other than the supervisor.

Mobile Folder Access Filter

If you grant users access to Project Folders in the mobile app permissions, you can also add a filter to only allow them to see specific sub folders inside those folders. Configure these filters at the bottom of the Mobile Permissions tab per user on the Employee form.

Manifest Reports

Folder/File Templates for Manifest Reports will now honor the Project and Phase fields from the linked Project/Phase. See this page for more info.

Flag filter on Capacity Calendar

When a Flag is set on Project, enabling this filter on the capacity calendar removes these Projects from the calendar, this is now fully functional

QuickBooks Desktop

Various issues that affected importing/exporting data to/from QuickBooks desktop have been fixed

Issue Types

Users can now delete an issue type. Functionality existed to add and rename issue types. However, the ability to delete was missing.

Tasks

• Task Variations added on a Phase Template were not populating

• The ‘Match Trigger Assignment’ option on Task Definitions was not working

Timeclock App

On the Summary tab on the Timeclock app clicking on the Task cell did not allow you to select a new task