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Core Products
Accounting
This is a new feature that adds manual cost forecasting directly to the Budget vs. Actual (BvA) table in Project Financials, so project managers can project where a job will land financially before it closes.
Scenario 1
A project manager running a large mechanical installation opens the BvA table mid-project. Labor costs are tracking 8% above the original budget for one segment. The project manager opens Sandbox, enters a revised cost to complete for that segment, and immediately sees the updated Forecasted Margin % drop below the acceptable threshold, prompting a conversation with the site supervisor before the overrun compounds.
Scenario 2
A controller reviewing a portfolio of active jobs opens the Forecast Records table for each project to compare the most recent forecast with the original budget, using the historical snapshots to support monthly project financial reviews with ownership.
Scenario 3
A project manager finishing a framing package realizes the scope was reduced. They enter a negative cost adjustment and a revised Forecasted Cost to Complete (FCTC) in the same session, save the forecast as "June Reforecast," and the BvA table shows the project is now tracking under budget on that segment.
Dispatching
This improvement brings Flexible Timekeeping into the New Daily Dispatch Board so technician status, activity context, and Non-Job Events stay in sync with payroll reality in real time.
Scenario 1
A commercial construction project manager uses the board's status filter to see all technicians currently Idle. This lets them quickly identify who can be reassigned to a site that needs more hands mid-day.
Scenario 2
A field technician on a commercial build-out starts an ad-hoc Shop Time activity from the Field Mobile App. The activity appears on the Dispatch Board immediately as an NJE, and the dispatcher sees the technician is unavailable for the next 30 minutes and re-routes the next scheduled task.
Scenario 3
When a commercial construction team's day runs into overtime, payroll adjustments made the following morning reconcile silently to the board — dispatchers see accurate history for the prior day without any manual correction.
This improvement to the Jobs Tray on the new Dispatch Board lets each dispatcher create, name, and arrange their own personal tabs so the jobs they care about most are always one click away.
Scenario 1
A dispatcher managing large multi-trade projects creates a tab per project site, filtered by job tag. Each tab shows how many open visits remain for that site.
Scenario 2
A team that handles service and construction work in the same board separates them with two tabs, one filtered to service work and one to construction, so triage stays organized across work types.
Scenario 3
For a high-volume operation running 20 or more technicians, custom tabs reduce scroll and filter time by keeping each dispatcher's most-used views in the tab row.
This improvement to the existing Skills feature gives administrators, dispatchers, and operations managers a centralized skills settings screen with full visibility into how skills are assigned and used across the business.
Scenario 1
A project coordinator opens the Cost Codes tab and links skills to specific cost codes for accounting and reference purposes, making it easy to document which types of work each cost code covers without affecting how jobs are dispatched.
Scenario 2
An operations manager uses the bulk assignment tool on the Technicians tab to assign Structural Steel Erection to an entire crew in a single action rather than editing each profile. The change takes effect on all already-booked project visits immediately.
Scenario 3
A dispatcher opens the Job Types tab and reviews the qualified technician count for each job type scoped in an upcoming project, confirming capacity before the internal kickoff meeting.
Financing
This improvement lets administrators assign more than one lender rate sheet to a single business unit, so different technician teams or business unit configurations can present the most relevant financing options for each job.
Scenario 1
A commercial general contractor with distinct Wells Fargo programs for owner-funded and subcontractor-funded projects can maintain both under one business unit and configure rules to apply the right rate sheet per job type.
Scenario 2
A construction company adding a new Synchrony program can add the merchant ID to an existing business unit's configuration rather than creating a new business unit to house it.
Scenario 3
Custom rules ensure that estimators presenting financing during the proposal phase see only the rate sheet relevant to the project scope.
Forms and Media
This new feature lets you add a request for information (RFI) to the exact spot on a drawing and keep it connected to the RFI record.
Scenario 1
A project manager reviewing a multi-floor plan set finds a conflict near a mechanical room and drops a request for information (RFI) pin on that exact spot.
Scenario 2
A coordinator links an existing RFI to its location on the drawing so the field team can see where the question applies.
Scenario 3
A reviewer opens an RFI and follows the drawing link to zoom straight to the pinned location on the correct page.