These historical release notes cover JobRunner and FloorManager V22, including releases v22b8 through v22b10.5.1. Review the changes affecting your organization's workflows before applying an update. Current software and system requirements may differ from those documented when V22 was released.
Important V22 information and training
V22 introduced significant changes to job cost analysis, budget and contract adjustments, and the Profits tab. Review the following resources before updating.
- New methodologies: JobRunner V22 – Budget and contract adjustments
- Bob Noe's V22 announcement: JobRunner and FloorManager V22 – Update announcement
Preparing for the update
Assign an internal education administrator to review release information and communicate relevant changes to employees. Before updating:
- Review the V22 announcement and supporting methodology articles.
- Read these release notes and identify significant changes affecting existing workflows.
- Watch the available training videos to understand the features and their intended use.
- Discuss relevant changes with department heads and update internal procedures as necessary.
- Follow Pacific Solutions' update instructions. After updating, review Personnel Access Levels in Admin.
Important: These are historical release notes. Confirm current software compatibility and upgrade requirements before making changes to your environment.
Proposals | Quotes
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Tax code and tax type may now be modified in the proposal list view. The proposal find screen offers new search fields for tax type and tax code. These items may be modified in the list view. The sales order also has search fields for tax code and tax type, but these items are not modifiable at the sales order level. Look for the search fields underneath the Grand Total search field on the quote find screen.
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Unawarded proposal searching can be accomplished by using the Not Awarded checkbox in the middle of the find screen.
- The Take Off button has been renamed Integrations. In this list, the Safe Harbor button has been changed to Estimate-All.
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Spec-Intel integration has been completed and is now in beta.
- The Grand Total Override window has a new appearance and now operates as a popover window. Both the grand total override and discount entry functions remain available.
- Update Quote/Proposal changes allow users to update materials, labor, or both. Pacific Solutions Support must activate this functionality.
- A new warning appears when printing a bundle whose total does not match the entry total. The system provides a brief list of possible reasons for the discrepancy. Review the bundle information before presenting the bid.
- On the Bundle tab, hovering over the unit of measure in the itemized list displays the unit selling price.
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Expanded layouts: Expanded layouts are required beginning with this release. Older, non-expanded layouts have been deprecated. New functionality will be developed for the expanded layouts only.
In Personnel Access Levels, locate Expanded Layouts Defaults and enable:
- Expanded Layouts
- Expanded Profits proposals/jobs
Monitor resolution and system zoom preferences may need to be adjusted to accommodate the expanded layouts.
Sales | Orders
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Status and Project tab printing: Print buttons have been added to the Status and Project tabs in JobRunner. These buttons print the associated job records within a selected group. For example, the purchase order section can print the list of purchase orders associated with a job.
Look for print icons in the tab view and labeled Print buttons in the expanded view.
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JobRunner — significant change: Project budget and contract adjustments
Users can adjust contract and budget totals within a project. This process is typically performed by someone with accounting access.
Users can review the implications of an adjustment before applying it and audit changes made to project budgets. On percentage-completion jobs, the sales order's line-item quantities, budget costs, and selling prices remain intact. Changes must be made using the new budget and contract adjustment methodologies.
Important: These changes introduce automatic restrictions on certain JobRunner activities, including adding lines, changing budget costs, and overriding grand totals.
The restrictions may affect jobs started before the V22 update. Review any in-progress jobs and complete necessary permitted changes before updating.
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Profits tab — significant change: Projected Budget and Trending Budget
Projected Budget calculates total budgeted or actual costs for each job line. Trending Budget blends budgeted costs and partial actual costs.
The material and labor analysis component has been rewritten to support more detailed budget-trend auditing. These tools help users identify where jobs may be running over or under budget.
- Green and red flag indicators previously displayed on the Entry tab are now also available on the Profits tab.
- Green: A new line was added after the job was transferred from a proposal.
- Red: An existing line from the original proposal has been changed.
- Expanded layouts: The non-expanded layouts have been deprecated. Set users to the expanded layout options under Personnel Access Levels, including Expanded Layouts and Expanded Profits proposals/jobs. Review monitor resolution and zoom preferences after updating.
Purchasing | Inventory
- Inventory images are automatically compressed when they are too large during the image upload process.
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Purchase order sidemarks can be omitted when printing. This can be configured in Admin defaults or selected individually on a purchase order using the Omit Sidemark checkbox.
- A verification status indicator has been added to the purchase order header. It displays Verified or Not Verified above the Purchase Order label. The status can also be searched and displayed in the PO list.
- JobRunner: Project pick tickets can now be created directly from the master contract's Pick Ticket tab, in addition to the existing work order project method. The master contract displays the associated project inventory records and their change order numbers.
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Notify Me has been enhanced to provide more flexible notifications and automatically remove expired scheduled events. Email notifications contain additional details about late and received purchase order items.
These notifications are based on line-item expected dates rather than the overall purchase order date.
- Attachments can now be added to the purchase order Docs tab. These attachments are visible at the corresponding Accounts Payable record. The purchase order Docs tab displays PO, AP, and warehouse attachments.
- A new landscape inventory label is available: Eltron 4x6 Layout 4.
- On the purchase order Receive tab, the ordered quantity now appears in the line-item detail. A redundant ordered quantity field has been removed, and a new Remaining Quantity field shows how much has not yet been received.
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A new Job Info tab has been added to inventory records. It displays processes associated with the record, including allocation, staging, and picking.
Before unallocating material, the related process sequence must be reversed.
Work Orders
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Additional restrictions are available for activities on the installer work order Cost tab.
The Allow Installer Cost Access setting is now hyperlinked to additional permission options. The main setting continues to provide full access to the Cost tab. Individual restrictions allow users to view the tab without being permitted to perform certain changes.
- Restrict Installer WO Accept and Post: Prevents accepting and posting.
- Restrict Installer WO Quantity Change: Prevents changes to material and labor quantities.
- Restrict Installer WO Labor Description Change: Prevents selecting or entering changes to labor descriptions.
- Restrict Installer WO Cost Change: Prevents changes to cost fields and cost distribution.
- Restrict Installer WO New Line: Prevents adding new lines to a work order.
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Installer Value List: Installer names can now be controlled through the Employee/Subcontractor vendor record.
Enter installer names on the vendor's Installers tab. Once a labor vendor is selected on the work order, the installer name list is filtered to the installers assigned to that vendor.
Contact Pacific Solutions Support to have this feature enabled.
Claims
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Creating a proposal in the Claims module links the proposal and subsequent job to the claim record. After the job is invoiced, mapped general ledger accounts are used for posting.
General ledger accounts for claim jobs can be mapped in Admin → Store Information.
Calendar (Core)
- A black star indicator identifies the master scheduled line when a work order is scheduled across multiple days. This indicator appears in the daily view.
- The Time field now appears in the work order's Install Time field.
- The Sub Contractor and Installer fields now synchronize between the work order and the calendar.
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Daily view columns in the core calendar can no longer be rearranged. This change was required by FileMaker. Previously customized column orders will revert to the updated fixed order.
Note: Users may still rearrange columns in the print view and retain their preferred printing order.
- Columns can now be sorted by clicking the column header.
Accounts Payable
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The cost verification screen now displays the case quantity of received items beneath the received quantity information.
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Vendor records now support additional email addresses and contact names for purchase order emails. The Contacts tab in the vendor file has an updated interface.
- Documents can be attached directly to an Accounts Payable bill. Attachments are available on the AP Docs tab and at the corresponding purchase order. PO attachments can also be viewed from Accounts Payable.
Product Catalog
- PS Import now ignores special characters during import, reducing manual reformatting and realignment.
- Gateway package maintenance imports have been repaired.
- B2B plugins are no longer required on individual workstations. B2B download and import services now run directly on the server, allowing the process to be performed from any workstation.
- The B2B import functionality has been updated to comply with electronic data transmission standards introduced by the B2B board.
General
- The Add Recipient button now filters additional email recipients using the assigned contact record.
- JobMail and ToDos now require an assigned person. Users creating personal notes may need to assign those items to themselves.
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Tableau system cleanup tools are available under Admin → Maintenance.
Pacific Solutions Support must activate the feature, and access must be assigned through Report/Admin Options.
- ADP payroll imports now use the .xls file format. The ADP file can be imported as a journal entry.
Reports
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Mission Control — significant change: The Super 4 reports can now be run using Mission Control filters.
These filters create sets of jobs meeting the criteria of the corresponding Super 4 reports. Preset month-end filters are available under Load Month End Filter.
Once the appropriate jobs are selected, they can be processed using the established month-end procedures. The legacy Super 4 reports were scheduled to begin being retired after this release.
- The Inventory Analysis report supports several types of inventory research. Assign access to users through the Report/Admin function.
- The Procurement report now displays the style number in a separate column for the All and Stock report views.
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JobRunner — significant change: Projected Commission report
Projected commissions can be calculated using either Projected Budget or Trending Budget. The selection is configured under Admin → Defaults → General Defaults using the Proj Commission Report Budget Baseline setting.
Both calculation methods include overhead costs.
Subscription Modules
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Property Management Online Ordering System: A date-lock feature is available to prevent designated clients from submitting orders on specified dates.
Date restrictions are configured by store location. A store location is assigned to each online ordering client.
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Tableau Module: The Tableau module became available with this release. The original product information describes the Tableau integration and subscription options.
Historical product information: Tableau — Pacific Solutions
Subscription Connectors
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DocuSign Connector: The DocuSign connector became available with this release. DocuSign payments were identified as planned functionality for a future release.
For the original integration and subscription information, see: DocuSign — Pacific Solutions .
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JotForm Connector: The JotForm connector became available with this release. The original product information describes integration and subscription options.
For the original product information, see: JotForm — Pacific Solutions .
Warehouse Management Module
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Multi Receive: Users can create multiple inventory records when receiving large shipments divided into quantity groups.
For example, when receiving multiple pallets containing equal quantities, users can specify the number of inventory records required. The system divides the received quantity evenly among those records.
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Images can be attached when receiving a purchase order, including photographs taken using the device camera.
Warehouse attachments are visible on the purchase order Docs tab. Warehouse-only images and attachments remain available within the Warehouse Management Module.
Users with purchase order access can also view PO and AP attachments from the purchase order Docs tab.
- Materials can be received by entering the Size/Box Quantity. The system calculates the received quantity from that information.
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Purchase orders appear on multiple days when their individual line-item expected dates differ.
For example, if PO #1234 contains tile expected today and grout expected tomorrow, the purchase order appears on both days, displaying the lines expected on each date.
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Reverse Receiving: Users can reverse previously received material transactions.
Users must have inventory editing permission. Confirm that Allow Inventory Editing is enabled in Personnel Access Levels.
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Warehouses can be enabled or restricted within the Warehouse Management Module.
From the WMM home screen, select the Settings gear and then Warehouses to configure available warehouses.
These settings apply to individual devices, not user login credentials. Changes must therefore be made on each device.
Important V22 requirement: All warehouses must be enabled to ensure receiving and delivery information is displayed correctly.
Administration
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Warehouse locations can be enabled or disabled in system dropdown lists.
Navigate to Admin → Value Lists → Warehouses . Select the More Info icon for the appropriate warehouse.
Select Disable From Drop Down Lists to remove that warehouse from selection lists. Clear the checkbox to make the warehouse available again.
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Zoom Levels: Users can now manage their own zoom preferences. Administrators no longer need to configure zoom for every user.
Administrators must grant access to the Zoom Level button using Report/Admin Options.
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Expanded layouts: The older non-expanded layouts have been deprecated beginning with V22.
Update Personnel Access Levels to enable Expanded Layouts and Expanded Profits proposals/jobs under Expanded Layouts Defaults.
Review monitor resolution and zoom settings to accommodate the expanded interfaces.
Why update or upgrade?
Updating JobRunner or FloorManager
JobRunner is Pacific Solutions' commercial business management solution, while FloorManager serves retail businesses.
Both applications evolve through customer feedback, industry requirements, and technology improvements. Maintaining a supported version helps businesses access available enhancements and receive ongoing support.
Upgrading FileMaker
FileMaker is the underlying development platform used for JobRunner and FloorManager.
New FileMaker versions introduce changes to the platform's capabilities and compatibility requirements. Supporting infrastructure, including servers, workstations, network equipment, and mobile devices, may require updates as well.
Contact Pacific Solutions Support before upgrading to confirm the compatibility requirements for your application and FileMaker versions.
Technology lifecycle and compatibility
Software, operating systems, and related technologies have defined support lifecycles. Older versions may eventually become incompatible with supported applications, hardware, or operating systems.
The original V22 release notes referenced the end of Windows 7 support in January 2020. This is historical information and should not be used as a current compatibility requirement.
Consult Pacific Solutions Support for guidance on currently supported JobRunner, FloorManager, and FileMaker configurations.
Support and assistance
For questions about this historical release or current update requirements, contact Pacific Solutions Support.
- Support request: Submit a support ticket
- Email: pacificsolutions-support@cyncly.com
- Phone: 1.800.201.6509
- Help Center: Pacific Solutions Help Center