This update adds several project management enhancements as well as quote tracking.
Added: Reports -> Job Reports -> Job Costing: New columns that show:
* Quote estimated amount
* Cost % of quote estimated amount
* Quote & Job Amount
* % of Job Billed
Added: Linked Jobs have been renamed to Change Orders (COs) to better reflect functionality
Added: Find Jobs / Jobs: New option to view the project info
* This is a powerful screen that gives you a view of the entire project (Contract + COs)
* See how much is previously billed across all jobs
* Create new quotes that are auto linked to the project
* Manage AIA
* and more!
Added: Find Jobs -> Misc. Button: New option to create a Change Order
Added: AIA forms can now optionally print cents (AIA standard is no cents)
* Contact support to have this option turned on for you company
Added: AIA can now show deduction Change Orders
* Create a Change Order
* Set the Tent. Start date (this is the date it will show on the AIA for the Change Order date)
* Add a task to the job that is receiving the deduction (i.e. core drilling) and set the price to a negative amount
* That's it! The AIA form will now show a deduction and reduce the contract amount
Added: Quotes / Find Quotes: New CRM type tracking fields:
* Quote Status (sometimes called 'Stages' in some CRMs)
* Define Quote Statuses under File -> List Management -> Quotes, Jobs, and Invoices -> Quote Statuses
* Lost Reason
* Expected Close Date
* Confidence Level
* Find Quotes honors the confidence level * quote price in total
* Change default confidence level (100%) in your branch settings if desired
Added: Jobs -> Add'l Costs & Job PO's: Add'l Costs grid now includes bills tied to the job (CP Books Only)
Added: Techs can now view branch documents not flagged as hide from tech (update sets all current docs to hide from tech)
* This is a great way to make general documents available to all users
Added: Invoice PDFs: If you have electronic payments turned on in CenPoint, invoice PDFs now include a 'Pay Now' button / hyper-link
* The pay now button / hyper-link is the same link as if you had sent a link instead of a PDF
* There is a downside to this. CenPoint cannot track PDF opens when they open the PDF like it can when you send a link
Fixed: Emails not sending in some scenarios if email settings were set to send via Outlook (classic)
Fixed: Sales rep not defaulting on new jobs in some scenarios
Other minor fixes