These historical release notes cover the JobRunner and FloorManager v24b1 system release from July 2024. Features, compatibility requirements, and product availability reflect the information published at the time of this release.
Information: These release notes may be updated periodically for corrections and additions.
Overview
This system release builds upon previous versions of JobRunner and FloorManager. It includes additional features, improvements, and corrections.
Pacific Solutions recommends establishing an internal education administrator who can stay current on software release information and provide training to employees when necessary.
Review previous release notes
Important: When updating to V24 from an older version and skipping multiple releases, review all applicable release notes and patch notes for the versions being bypassed.
Your current system version is displayed in the lower-right corner of the Admin screen.
Successful updating guide
Before updating your management system, we recommend that your internal education administrator:
- Review the release notes and identify significant changes that may affect daily workflows.
- Review all release notes and patch notes issued since your currently installed version.
- Watch available training videos to understand the features and their intended use.
- Discuss relevant changes with department heads and update internal procedures as needed.
- Follow the update instructions provided by Pacific Solutions. After updating, review Personnel Access Levels in Admin for any new settings.
V24 system release items
Cyncly Pay integrated credit card processing
Integrated credit card processing was introduced as part of this release through Cyncly Pay.
The integration allows users to send payment request links by email so customers can submit payments through the provided link.
The original offering also included in-person payment terminal processing, preauthorizations, refunds, and cancellations.
To learn more about the features and benefits of Cyncly Pay, view the Cyncly Pay video .
Customers interested in pricing and processing fees can complete the Cyncly Pay Contact Form .
Payment-related enhancements to Customers and Admin Defaults
Several settings were introduced or updated on the Accounting tab of Customer and Contact records. These include statement email settings, invoice email settings, and Cyncly Pay options.
Customer Account tab
The following settings are available on the Customer Account tab.
Statement Email Settings
-
Use Default Email Option: This setting copies the primary email address from the Phone tab into the email field used for customer statements, avoiding the need to enter the address again.
The associated gear icon allows administrators to establish a minimum statement balance and minimum credit balance for automatically emailed statements.
- Send Statements Option: Select which type of statement should be sent to the customer when the scheduled automated statement process runs.
- Send Credit Statements Option: Enable this setting to include statements with negative balances.
- Email Field: This address is used when sending statements from the Customer screen and through the automated scheduled statement process.
Invoice Email Settings
- Use Default Email Option: Copies the primary email address from the Phone tab into the email field used for Cyncly Pay payment requests and Accounts Receivable invoices.
- Email Field: This is the default email address used when sending Cyncly Pay payment requests and emailing invoices from the Accounts Receivable Invoices module.
Cyncly Pay Settings
- Disallow Stored Credit Cards Option: Use this setting for customers who do not want their credit card tokens stored.
- Clear Payment Methods Button: Removes stored credit card tokens for the selected customer.
Admin Defaults - Account tab
New Customer Defaults
Settings in this area control the information automatically populated when a new customer record is created.
The following options were added or highlighted for integrated payments:
- Require Email Address To Accept Option: Requires an email address to be entered on the Phone tab before a customer record can be accepted.
- Disallow Stored Credit Cards Option: Allows administrators to apply this setting by default to newly created customer records.
Installer notes at Work Order Transfer screen
The Installer Notes field is now visible on the Work Order Transfer screen.
Users can review installer notes while selecting information for creating work orders.
This is particularly helpful when notes contain material cuts, finish IDs from takeoff imports, or other information needed during work order creation.
Labor discounts
After updating, the Group Discounts area in Admin displays two tabs instead of one combined screen:
- Material
- Labor
Existing material and labor discount information is separated into the corresponding tabs.
No reorganization or changes to existing discounts are required as part of this interface update.
The new Labor Discount tab includes additional icons and functions described in the related Help Center documentation.
Labor Catalog
The Labor Catalog now displays group discount information configured under Admin > Group Discounts.
This is similar to how material discounts are displayed in Product Catalog.
When opening a labor type category in Labor Catalog, the group discount information is available on the Lookup and Setup tabs.
The Labor Catalog Setup tab also includes additional icons and functions documented in the Help Center.
Email OAuth requirements
Important V24 requirement: The original release required users connecting Outlook or Gmail email accounts to use OAuth authentication.
OAuth uses authentication tokens to provide a more secure email connection.
Users should review their email configuration and verify that the appropriate account information is configured.
At the time of this release, Gmail and Microsoft 365 were moving away from older email authentication methods. OAuth was required to maintain email functionality with those services.
For current configuration instructions and support, contact Pacific Solutions Support .
Estimation takeoff integration with Measure
The integration between RFMS Measure and JobRunner/FloorManager was expanded to support file attachments and tighter relationships between imported takeoff data and line items.
The release introduced or highlighted the following integration capabilities:
- Import client, product, and service data from JobRunner or FloorManager into Measure.
- Automatically attach takeoff files when importing into JobRunner or FloorManager.
- Perform direct or offline exports to JobRunner or FloorManager.
- Load FloorRight projects and takeoffs directly into Measure.
Additional Measure features highlighted in the original release included:
- Importing product data from CSV files generated by Spec-ID.
- A wall grid option for improved wall rendering.
- Selecting which reports to include in an export.
- Creating custom keyboard shortcuts.
Existing RFMS Measure customers can review the available integration documentation through the Pacific Solutions Integration section of the Measure Help Center.
For information about Measure or to explore the product, visit the RFMS Measure product page .
Customers can also contact their Client Success Manager for additional information.
Critical enhancements from previous releases
If you are updating from an earlier version, review the V23 Patch Notes for details about the changes listed below.
- Customer Payments introduced a new workflow.
- The new Sales and Use Tax Report is activated during the update process.
- Estimation data can be imported repeatedly into proposals that have not been transferred to sales orders.
- A new required General Ledger account is automatically created during the update.
- QuickSale credit card payment options have been consolidated into one button.
- Web Help buttons now direct users to the Help Center.
- Discounts and Gross Profit Margin (GPM) settings include an alert when a discount affects the margin.
- Project Invoice and Invoice Custom include additional options when using the Remaining button.
- Purchase Order headers include an additional information column.
- Negative Installer Work Orders now follow the same processing workflow as positive work orders.
- JobRunner: Review the JobRunner Project Controls article to understand the changes to project permissions and controls.
Miscellaneous tweaks and fixes in V24
- Minor enhancements were made to the new tax report and paid tax report to improve the clarity of calculations.
- Corrected an issue in the Billing Worksheet Report where closed jobs sometimes remained on the report.
- Corrected calculation issues affecting some clients using the Sales Analysis Written Report.
Historical compatibility information
Historical notice: At the time of this release, Pacific Solutions identified versions earlier than v22b1 as outdated and subject to limited support.
The original notice also stated that FileMaker 17 and earlier were no longer supported and that environments running versions earlier than FileMaker 19 needed to be upgraded.
These statements reflect the requirements communicated during the V24 release cycle. Contact Pacific Solutions Support for current compatibility and support requirements.
Why update or upgrade?
Updating JobRunner or FloorManager
Updating refers to maintaining a current version of JobRunner or FloorManager.
JobRunner is Pacific Solutions' commercial business management solution, while FloorManager serves retail businesses.
Both applications continue to evolve through customer feedback, industry requirements, and technology improvements.
Maintaining a supported version helps organizations access 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 platform capabilities, compatibility, and development tools.
JobRunner and FloorManager must be maintained in accordance with the applicable FileMaker version and infrastructure requirements.
Supporting infrastructure may also require updates, including servers, workstations, networks, and mobile devices.
Contact Pacific Solutions Support before upgrading to confirm compatibility requirements for your environment.
Technology lifecycle and compatibility
Software, operating systems, and supporting technologies have defined support lifecycles.
As technology changes, older operating systems, applications, and hardware may no longer be compatible with supported versions.
For historical context, Microsoft ended support for Windows 7 in January 2020. The original release notes used this as an example of the technology lifecycle.
Pacific Solutions also follows technology lifecycles for JobRunner and FloorManager. Older application versions may eventually become incompatible with current technologies.
Consult Pacific Solutions Support for guidance on currently supported configurations.
Support and assistance
For questions about this historical release, current update requirements, or upgrade scheduling, contact Pacific Solutions Support.
- Submit a ticket: Pacific Solutions support request form
- Email: pacificsolutions-support@cyncly.com
- Help Center: Pacific Solutions Help Center
Original reference: ReleaseNotes-v23b8.2.2-202407/30/2024BG-KB