Overview
These release notes document the features and system enhancements included in the 2021 release cycle for JobRunner and FloorManager. Some features listed here originated in earlier builds and are included for historical reference.
Historical compatibility information: Development for FileMaker 11 and earlier versions ended after the July 2017 build. Subsequent features, fixes, and enhancements described in these release notes were developed for FileMaker 15, 17, and 19.
These version references reflect historical requirements. Contact Pacific Solutions to confirm current compatibility and upgrade requirements.
For questions about FileMaker upgrades or management system updates, contact pacificsolutions-sales@cyncly.com .
Admin
Important: Always review Personnel Access Levels after updating your management system. New permissions may need to be configured for individual users.
Administrative options
Admin Defaults
The following Admin Defaults settings were introduced or highlighted during the release cycle:
- Commission Draw based on % Invoiced or % Collected.
- Percentage posted for Commission Draw.
- Accounting Tab > Commission Defaults.
- Accounting Tab > Customer Statement Defaults for minimum ranges.
- Printing Tab > Print Job Start Date.
- Quotes - Select All When Copying: Automatically selects all available options when copying a proposal. Users can then deselect individual options as needed.
Personnel Access Levels
Personnel Access Levels may change between releases. Review permissions under Admin > Personnel > Access Level after updating.
The following settings were introduced during this release cycle:
-
Warehouse Management: New permissions were added in the third column of the Access Level screen in preparation for the Warehouse Management module.
Historical release instruction: Until Warehouse Management was enabled for a company, administrators were instructed not to modify these settings. The original announcement anticipated release information at the May User Education Seminar.
- Restrict Quote Tax Copy Deselect: Located under Restrictions in the fourth column. This permission prevents a user from deselecting Tax Code and Tax Type when copying a proposal.
Viewing Zoom Levels - v21b1.20
A Zoom Levels tab was added under Admin > Personnel.
Administrators can configure the preferred zoom level for each employee by module or screen.
Available zoom levels include:
- 75%
- 100%
- 150%
- 200%
- 300%
- 400%
For example, one screen may use 100% while another uses 150%. Zoom settings can be copied from one user profile to another.
Administrators can also make these settings available to individual employees through Admin > Admin/Report Options by assigning the Admin > Maintenance > Module Zoom Level option.
Product Kits - v21b2.19
Product Kit functionality was updated in several areas, including creating lines, copying and pasting kits, and deleting lines.
- The Edit Material and Edit Labor buttons are used to import existing items from Product Catalog and Labor Catalog.
- Every kit line, including labor-only lines, must have a Product/Line Type.
- An existing kit can be copied to create a new, independent kit.
- A copied kit can also be added to the bottom of another existing kit.
Sales
Contacts / Customers
Customer Statements - v21b1.20
Once the Customer Statements feature was requested and activated, additional settings became available under Customers Detail > Accounting.
These settings allow users to configure automated Customer Statements based on established parameters. Statements can then be generated and emailed to the customer's designated email address.
Opportunities
Historical product availability: During the 2021 release cycle, Opportunities was included with JobRunner and offered as an add-on module for new FloorManager contracts. Existing FloorManager customers with Opportunities included in their original agreement could use the related enhancements.
Recall Date / CRM Activities - v21b1.20
The Recall Date and Time fields on the Opportunities header and Pipeline view now populate the CRM Activities tab of the Opportunity.
Users can also manually edit the Text field. This information displays on the CRM/JobMail Dashboard.
Proposals / Quotes
Copy Feature - v21b1.20
When copying a proposal, users can select which background settings should be copied to the new proposal.
Available options include:
- JobMail
- Salesperson
- Bundles
- Tax Code
- Tax Type
- Additional proposal settings
A Select All option is also available.
Important: If no options are selected, the Copy function copies only the original proposal header information and job lines.
Other settings, including Tax Code and Tax Type, must then be entered separately.
Proposal Copy Settings - v21b3.30
A new Admin Default setting allows the Copy function to automatically select all available copy options.
Under Admin > Personnel > Access Level, administrators can also configure whether users may deselect proposal copy options while preventing them from deselecting Tax Code and Tax Type.
Bundle Override Grand Total - v21b2.19
On the Proposal > Bundle tab, users can group proposal lines into bundles and assign a desired value to each bundle.
Once the bundle totals have been established, the Bundle Backfill button distributes each bundle's value as an average selling price across its associated lines.
This allows the proposal's Grand Total to match the combined Bundle Total.
Import Bundle Descriptions - v21b1.20
On the Proposals or Sales screen, open the Bundle tab and select the Notes button under the User Added Text column.
This function allows users to combine multiple product descriptions from the main job lines into a single bundle group description.
The order of the descriptions can be changed by adjusting the Sort number.
CRM Activities - v21b1.20
When creating a new CRM Activity, users can now:
- Enter a Next Action.
- Assign the activity to another system user rather than the original creator.
These details are displayed on the Dashboard.
Setting GPM by Product Type - v20b10
On a Quote, open the Entry or Profits tab and use Filter by Product Type to display similar products.
For example, users can filter carpet products and set their Material Gross Profit Margin (GPM) to 40%.
They can then filter another product type, such as wood, and assign a different Material GPM, such as 35%.
Sales Orders
Setting GPM by Product Type - v20b10
On a Sales Order, open the Profits tab and use Filter by Product Type to display a specific group of products.
Select the GPM tab to apply a Material GPM to the filtered products.
For example, carpet lines can be assigned a 40% GPM, while wood lines can be assigned a 35% GPM.
Important: A Sale must be locked or invoiced, in whole or in part, to prevent this GPM override from changing the selling price.
Bundle Override Grand Total - v21b2.19
On the Sales Order > Bundle tab, users can organize lines into bundles and assign a desired value to each bundle.
The Bundle Backfill button distributes each bundle's value as an average selling price across its associated lines.
This ensures the Sales Order Grand Total matches the combined Bundle Total.
Important: The Grand Total Override function is unavailable when the Sales Order:
- Has been invoiced, even partially.
- Has been locked.
- Has related documents already generated, such as Purchase Orders or Work Orders.
Import Bundle Descriptions - v21b1.20
On the Proposals or Sales screen, open the Bundle tab and select the Notes button under User Added Text.
Product descriptions from the main job lines can be combined into a bundle group description. Use the Sort number to control their order.
CRM Activities - v21b1.20
CRM Activities include a Next Action field and the ability to assign an activity to a user other than its creator.
These fields also appear on the Dashboard.
Status Tab - JobRunner Only - v20b11.19
In JobRunner, the Sales Order Status tab is not intended to display documents created through Project functions.
Examples include:
- Invoice Project
- Work Order Project
- Purchase Order Project
Use the Project tab of the Sales Order to view these documents.
Operations
Purchase Orders
Important: Users can no longer delete the final remaining line of a Purchase Order.
Deleting the last line could leave the Purchase Order empty with no way to add another line. Instead, void the Purchase Order and create a new one.
Accounting
Accounts Receivable
Receivables Aging Report - v21b1.20
Scheduled Receivables Aging reports can be configured for Accounts Receivable invoices that enter the following aging categories:
- 30 days
- 60 days
- 90 days
For example, an initial report may list all invoices in the 90-day aging category.
The system then checks that category each night and generates another report only when a new invoice enters the selected aging category.
The report is emailed to the configured recipient.
Emailing Batch Invoices - v20b12.19
During the original release cycle, this feature required activation by Pacific Solutions.
On the Customer record's Accounting tab, users could select the default email address or enter a separate email address for Accounts Receivable invoices.
To send invoices in batches:
- Navigate to AR Invoices > Find > Invoices.
- Enter search criteria, such as an Invoice Date.
- Use List View filters, including Late or Paid, as appropriate.
- Review the recipient email addresses and omit any invoices that should not be sent.
- Select Email Set to send the selected invoices.
At the time of release, this feature used the current user's email configuration under Admin > Personnel > Profile > Email Settings.
Emailing Batch Statements - v20b12.19
During the original release cycle, this feature also required activation by Pacific Solutions.
On the Customer record's Accounting tab, users could configure a default email address or enter a separate address for Accounts Receivable statements.
Customer Statements could then be generated and emailed directly to individual customers.
A recap or summary report could also be emailed to the Accounting team leader.
Reversed Invoices - v20b10
When an Accounts Receivable Invoice is reversed, the resulting credit invoice receives a unique invoice number and posting date.
Both the original invoice and the reversing credit appear on the Sales Order Status or Project tab.
Reports
Receivables Aging Report - v21b1.20
To configure a scheduled Receivables Aging report:
- Navigate to Admin > Scheduled Reports.
- Select the Receivables Aging report.
- Set Frequency to When Modified.
- Set Report Filter Period to 30, 60, or 90 days.
- Enter the email addresses of the report recipients.
Why update or upgrade?
Updating JobRunner or FloorManager
Updating refers to maintaining a supported version of JobRunner or FloorManager.
JobRunner serves commercial businesses, while FloorManager serves retail businesses.
Both applications evolve in response to customer feedback, industry needs, and technology improvements.
Maintaining supported versions helps organizations benefit from available enhancements and receive appropriate technical support.
Upgrading FileMaker
Upgrading refers to maintaining a compatible version of Claris FileMaker, the underlying development platform used by JobRunner and FloorManager.
New FileMaker versions introduce changes to development tools, diagnostic capabilities, and supported technologies.
JobRunner and FloorManager must be maintained in accordance with their applicable FileMaker compatibility requirements.
Supporting components may also require upgrades, including:
- Servers
- Workstations
- Network infrastructure
- Mobile devices
- Related business applications
Contact Pacific Solutions Support before upgrading to confirm current compatibility requirements.
Technology lifecycle and compatibility
Software applications and operating systems follow support lifecycles.
Older versions eventually reach the end of their supported life and may become incompatible with newer technologies.
For historical context, Microsoft ended support for Windows 7 on January 14, 2020.
For additional information, visit Microsoft Windows 7 Lifecycle Information .
Pacific Solutions also follows software support lifecycles for JobRunner and FloorManager.
Older application versions may eventually become incompatible with supported operating systems, FileMaker versions, printers, or other technologies.
Historical release scope: These notes describe major enhancements available during the 2021 release cycle for JobRunner and FloorManager running on the applicable FileMaker 17 and 19 platforms.
Minor bug fixes and smaller adjustments were not individually documented in the original release notes.
Support and assistance
For questions about historical release functionality or current technical requirements, contact Pacific Solutions Support.
- Technical support(you will need to create an account): Submit a support request
- Support email: pacificsolutions-support@cyncly.com
- Sales and upgrade inquiries: pacificsolutions-sales@cyncly.com