We hope you are all excited to get back to work. We have rolled out some exciting improvements. We are getting very close to rolling out the upgraded and improved time tracking on the mobile app. Please stayed tuned for an announcement around that soon.
At a Glance:
Enhancements and Improvements
Estimates page
Display approved proposal payment summaries on invoice page
Invoicing calculator
Labor metrics report on budget worksheet
Proposal payment schedule defaults
General Housekeeping
Proposal preview not available on iPad
Exporting time error
Down payment invoice
Items web entry date
Search improvement
Estimate page tweaks
Page navigation bug
Enhancements and Improvements
Estimates page
As you have noticed we provided an updated view of the estimates page. Our intention here is to make that page easier to manage and allow you to see your estimates in different ways. You can sort by the different statuses as well as different date ranges. The date range is based on the estimate created date. You also have the ability to save the different filtered views, which will allow you to see your favorite scenarios quickly and easily. We hope you find this page and new view an improvement to estimate management.
Display approved proposal payment summaries on invoice page
Often times you have varying payment schedules depending on the size of the job. When going to invoice it was often a challenge to figure out what the schedule was for that job and how much needed to be invoiced. You often had to go to the attachments folder, find the approved proposal, and proceed with the next progress payment. In an attempt to make that easier we now display approved proposal payment schedules right on the invoice screen. Furthermore, when creating the invoice, it allows you to select which approved proposal you are using and it will calculate the amounts for you. Our hope is that this makes is much easier to invoice progress payments throughout a job and prevent you from having to look all over for what needs to be invoiced and when.
Invoicing calculator
In addition to what was just mentioned in regards to approved payments schedules, there is now a calculator included when creating an invoice, that allows you to quickly and easily determine how much of each work area should be invoiced. For example: lets say the progress payment is 35%, you can now enter 35% into the calculator and each work areas amount will be populated for you. This should prevent you from having to do a lot of manual math to make sure that the invoice is correct.
Labor metrics report on budget worksheet
In the Datacenter we recently added a labor metrics section. These metrics are all industry standards to help you see how efficient you are with your production labor. We have also added these to the budget worksheet. This will allow you to see where you plan to be with these metrics and compare them to where you actually are. This should give you very valuable insight into your labor efficiency and allow you to make adjustments and corrections throughout the year.
Proposal schedule payment defaults
We are very excited to announce that you now have the ability to set default payment schedules. This is something that many of you have asked for and we are thrilled to bring it to you. Under "Setup" you will now see a new page called "Proposal Settings". We have moved all the proposal settings off of the "My Company" page, to this new page. Amongst all the settings that you are used to seeing with proposals, you will now see the ability to default to either progress based payment schedule or interval based payment schedule. For each of those, you will have the ability to set a default schedule. You will also have the ability to set a default for any per visit pricing. We hope this is a time saver when creating proposals. Here is an article on how this all works.
General Housekeeping
Proposal preview not available on iPad
We found when on an iPad, using SynkedUP through a browser, it was not allowing you to see a proposal preview. We made some adjustments so that will now work with a tablet browser.
Exporting time error
We found an issue when exporting time to QuickBooks to run payroll. This turned out to be an issue on the QuickBooks side with a change they made. We were able to make adjustments on our end so time exports as it should.
Down payment invoice
We made a small change in an effort to hopefully clarify how down payments are working. When you create a down payment invoice (an invoice on an unsold job) it does not collect tax on that down payment. You can then include that down payment deduction on any future invoice which will then collect the tax. For example: lets say you have a $10,000 job with a $2,500 down payment. The down payment invoice will be for $2,500 with no tax. Then the final invoice will be for $10,000 to collect tax on the entire amount, but include a duction of the $2,500 that has already been paid. So, the final invoice will be for $7,500 plus tax on the $10,000. This operates as it always has, we just tried to make it more clear as to what was happening and when.
Items web entry date
When entering actuals against a job, one common method is to do it from the costing and analysis page. Scroll down to the bottom, find the item you want to add, hit the plus button, and enter the quantity. This all worked great to enter actuals against a job quickly and easily. However, we found that we were not recording a date that the item was entered. It only said web entry. So, now when entering actuals in this method, it will display and store the date that item was entered. This is especially helpful when using the items usage report in the data center and filtering to specific dates.
Search improvement
We did some work to improve the search functionality on your customer list. We found a few situations that would cause you to not return the results you were expecting. We cleaned that up and the search should operate as you would expect
Estimate page tweaks
We made a few more adjustments to the new estimates page. We added a date range that will essentially allow you to show all. We also brought back the icons signifying sent, unsent, approved, etc. Additionally we added messaging to state when no estimates show based on how the filters are set.
Page navigation bug
We found we had a page navigation bug when entering a new customer. You would enter all the information and when you hit save, it would take you to a different customer page. This could easily lead to mistakes being made when not paying close attention. This has been fixed and the pages now navigate as expected.
As always, if you have any questions, please hit us up in the chat box. Always remember to refresh often so you are up to date with the most recent version.