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QicWorks Global Releases: August 2021

02.09.21 09:13 AM By Karen Parker

The Latest in QicWorks Innovation

It’s almost here and we are so excited!


As you may be aware the team have been working hard preparing for our upcoming mobile app release. Unfortunately, this development has been impacted by COVID19 lockdown restrictions, but we are excited to announce that we now anticipate a September release.

The app team are bursting to share just how easy collecting field data will be, so we though you might like a sneak peek. Attached imagery shows our Home screen where you can access:

 - Timesheets

- Task Timers

- Shift Reports

- Documents

- Your Digital Forms

- Your Audits

- Expenses &  Purchase Orders

- Messages

- Roster

- Inventory

- Leave Requests 


With clean lines, online/offline modes, responsive formatting to suit all mobile devices, the QicWorks app is the only job app on the market where you can set permissions at User level. 


As for the rest of the development team, we have been busy focusing on providing better user experiences. We have looked for opportunities and process flow's that ensure you save time on mundane administrative tasks. This month we took a deep dive into our business documents, to see how we can standardise and prepopulate more based on known account and job data.

Read on to find out exactly what new QicWorks features have been developed throughout the month of August.
  • QicWorks Quote enhancements
  • Business Document Standardisation
  •  Improved flexibility when calculating your WIP
  •  More flexibility when exporting Invoice and Expense to MYOB
  •  Ability to export Digital Form Lists
  •  Flow changes to Work Breakdown Structures & Final Invoice
  •  Document Management Library Thumbnails


QicWorks Quote Enhancements

During the month of August, we have been releasing staged improvements to our Quoting component, based on user feedback. These releases have included the ability to create an Invoice from Quote (once the quote has been converted to a job,) as well as assign any rounding differences to their applicable financial categories (ie Resource, Material or Purchases).

 

We have also added the ability to add Adhoc material and labour items to a quote, to help calculate your costs. Adhoc material details do not save to your Net or Billable Pricing tables, but they do transfer across to your Job’s financials. Your adhoc material list is also linked to the Job’s tasks and can be drawn down upon, as materials are used, ensuring you have an accurate record of exactly what your Job is costing you.


Feel free to check out our help documents for more information.


Business Document Standardisation

Users may have noticed a couple of small formatting changes have occurred with our Purchase Order, Expense, Invoice and Quote layouts. These changes have allowed us to standardise our pages, prepopulate more fields based on Job and account data, as well as allow users to enter more details such as an Item/Code, Quantity and Unit of Measure to all documents.

 

You may have also noticed that we have removed the Job number and description from our business documents when they are converted to pdf.

 

Improved flexibility when calculating your WIP

Customer feedback identified an opportunity for the team to offer more flexibility around calculating Work In Progress (WIP). This means users can now choose to remove the overhead portion of their Actual Costs in their WIP, as well as using the Job’s Estimated or Net Actual value instead of Total Job Value in their calculation.


Total Job Value
When using this method:

  • Actual values shown INCLUDE overheads
  • Earned Value is calculated using the Total Job Value


Net Job Value
When using this method;

  • Actual values shown EXCLUDE overheads ie Net Actual
  • Earned Value is calculated by substituting the Job Value with Estimate.
  • If the Job Estimate value is absent, then Net Actual value is substituted.


Simply head over to Business>Settings>Job & Task Settings>Calculating WIP to set. The best news is that this setting can be changed at anytime.

 

More flexibility when exporting Invoices and Expenses to MYOB

The team were able to release code changes that now allow MYOB users to select how they wish to push their Purchase Orders, Expenses, Bills and Invoices across to MYOB ie exporting to in either Item or Service formats.


This feature is accessible by simply selecting your preferred format by clicking on the Push button/down arrow.

 

Ability to export Digital Form Lists

Want to know how many and what type of forms were submitted during a certain period? Easy as - when you use our export icons found on the Form Submission table.


These export icons can also be found on our Form Management table.


Flow changes to Work Breakdown Structures & Final Invoice

Onboarding new accounts has highlighted the need for a change in flow when it comes to using the Final Invoice function. Previously when Final invoice was selected and the invoice was saved, the assigned job was automatically close. We have now altered this flow so that it is on Issue of the invoice (not Save,) that the job will close.



We have also implemented a code change that a Work Breakdown Structure (WBS) will be locked as soon as the Job has data linked to it. Examples of linked data include any time records, forms, expenses etc. Once this data has been assigned to the Job the WBS cannot be changed.


Users should also know that a WBS structure cannot be deactivated if it still has active jobs assigned to it ie Jobs that do not have the status of Closed or Cancelled.


We have also updated our warning flow for highlighting duplicate document numbers ie Job, Task, Invoice, Quote, Expense or Purchase Order numbers, so any numbering problems are highlighted sooner. We have also removed any Data warnings from your Dashboard, if they reference a job that is Closed or Cancelled.


Document Management Library Thumbnails

We are excited to announce that you can now view your files as a thumbnail within our Document library. This small enhancement allows Users to load and view their files faster.


Our email configuration has also been updated to allows users to send and save a copy of their Quote emails direct to their Library.


Keep an eye out next month for the ability to assign documents, forms, audits and media to your Jobs.


Changes to T&C’s

Don’t forget that we have made some changes to our Terms of Service. Please take the time to familiarise yourself with our updated subscription conditions.


Sneak Peek at Next Month

With our new mobile app release just around the corner, the app team will be using the month of September to finish off some last minute “extra features,” as well as preform a comprehensive debug, to ensure you have the app you deserve.


We are also planning on releasing the following enhancements, so you truly have a job management platform that is flexible and customisable to your needs. 


Check out these anticipated improvements:

  • Assign documents to Job/Tasks
  •  Ability to select which Chart of Account items can be selected for each business document
  •  Automated pulling of Expense and Bill payment dates from your accounting software
  • More help documentation and tutorial videos


Please keep your feedback coming as it allows us to not only continually improve our product but also drive success and growth within your business.

 

QicWorks removes the need for multiple software applications or paper systems to manage work fronts, safety, resource compliance and job profitability. QicWorks provides accurate real time field data giving you the confidence to make the right decisions. Contact us today see how QicWorks can transform how you do business.

 

The information contained within this blog is of a general nature only. It does not take your specific needs or circumstances into consideration. You should look at your own situation and legislative requirements before making any decisions.

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