Pacific Solutions JobRunner and FloorManager V25b1 Update Release Notes

These release notes cover the Pacific Solutions V25b1 update for JobRunner and FloorManager. The release introduces new functionality, performance improvements, and maintenance updates across several system modules.

Overview

Pacific Solutions continues to introduce system enhancements, new features, and improvements to JobRunner and FloorManager.

We recommend establishing an internal education administrator who can stay current on software release information and communicate relevant changes to employees.

Review previous release notes

Successful updating guide

Before updating your management system, we recommend that your internal education administrator:

1. Read the release notes and identify significant changes that may affect day-to-day workflows.
2. Review all release notes and patch notes issued since your currently installed version.
3. Watch available training videos to understand the design and intended use of new features.
4. Discuss relevant changes with department heads and update internal procedures as needed.
5. Follow the update instructions provided by Pacific Solutions.

System enhancements

V25b1 introduces the general availability of Cyncly Payments powered by Payment Flex for both JobRunner and FloorManager.

The release also includes maintenance updates, performance improvements, and enhancements across multiple modules to improve overall system efficiency.

Customer payments with integrated payment processing

Cyncly Payments powered by Payment Flex is an integrated payment processing solution built directly into JobRunner and FloorManager.

The integration allows businesses to collect payments, manage transactions, and track financial information within their management system.

Supported payment methods include:

• Credit cards
• ACH transfers
• Payment terminals
• Online payment links

The solution also provides financial reporting and tools to simplify cash flow management. The original offering described the service as having no hidden fees. Confirm current terms and processing fees before subscribing.

To view the related demonstrations and additional information, see: Cyncly Payments powered by Payment Flex .

CLiMIT powered by Floorcloud integration

The Floorcloud integration was introduced in early release. It allows JobRunner users to monitor remote Floorcloud sensors directly within JobRunner.

From the Floorcloud tab, users can:

• View sensor data.
• Review event details.
• Review task details.
• Access reports.
• Open and download attached documents.

Watch the Floorcloud GIF Video for a short demonstration.

At the time of release, customers interested in early access were directed to the Floorcloud Early Access Form .

Invoice for received stored materials - JobRunner

JobRunner introduces an improved process for invoicing stored materials that have been received into inventory.

In commercial flooring, contractors may invoice for stored materials after the inventory has been received in the warehouse.

Previously, this process required manual research and additional processing time.

The enhancement streamlines the workflow and allows users to generate invoices for received materials more efficiently.

Scheduled reports with SendGrid email integration

Scheduled report emails and Notify Me notifications have been improved in JobRunner and FloorManager.

Previously, automated email processing could be disrupted by changes to an individual's email account password or security settings.

This update introduces a more reliable and secure method for managing automated email communications through SendGrid integration.

These improvements are intended to reduce interruptions to scheduled reports and notifications.

Proposal PSXLSX template and import enhancements

Product ID and Labor ID fields in import template

A new PID field for Product ID and Labor ID has been added to the PSXLSX import template.

Customers can enter Product and Labor IDs directly into the import file, allowing the system to map imported items more accurately to the Product Catalog during quote creation.

Auto-combine material and labor items on import

A new Match field has been added to the PSXLSX import template.

Users can associate related material and labor items by assigning matching codes such as AA, BB, or CC.

This improves organization during the import process by linking corresponding items within the proposal.

Improved labor link logic

The import logic now uses the Class column to distinguish between Product and Labor items.

This improves item classification, reduces import errors, and streamlines proposal creation.

The updated template is available here: PSXLSX v25b1 Template .

Labor Catalog discounts

Previously, labor items within discount groups could only be adjusted using a markdown from retail or a markup over cost.

This enhancement allows individual labor items to be discounted or marked up independently within a discount group.

This provides greater flexibility and more precise pricing control.

For additional information, review: Labor Discount Groups v24 .

Commission splits at proposals and bulk revision

Users can now define split commission percentages directly at the proposal level before transferring the proposal to a sales order.

This functionality is also available in the Template Revise area, allowing bulk updates to commission split percentages.

These enhancements improve consistency and efficiency when managing sales commissions.

Locating proposals and jobs by overhead

New search capabilities allow users to identify proposals and jobs with or without overhead.

These tools help users find records where overhead may be missing or incorrectly applied.

The original release described visibility in list views and export capabilities for researching overhead information.

Overhead can also be managed at the customer level, similar to retention, to support consistent application across records.

Additional enhancements were under consideration, including displaying overhead calculations based on cost or selling price in list views and exports.

Purchase order printing for automated ordering systems

The Purchase Order print layout now includes a part number field.

This allows automated ordering systems, including systems used by suppliers such as DalTile, to read emailed purchase orders and identify product model and part numbers more accurately.

This enhancement improves ordering automation and reduces the risk of incorrect product identification.

Proposal template revision undo

Users can now undo mistakes made during a proposal template revision, simplifying corrections during the revision process.

Reset product or labor group discount modifications

A new reset function allows users to undo changes made to group discount configurations and restore the original defaults.

Admin defaults for Auto Job Lock - JobRunner

JobRunner now provides an Admin setting that allows organizations to choose whether jobs are automatically locked.

This restores flexibility in job locking behavior that was previously restricted.

Custom labels and work order headers

Additional fields now support customized labels through the Languages feature in Admin.

Examples include:

• Owner
• Architect
• Designer
• Job Start Date
• General Contractor

These customized labels can appear on Work Order, Job, and Quote headers.

Enterprise Job Costs column rename options - JobRunner

Administrators can request custom names for Enterprise Job Costs (EJC) columns to better match company terminology.

For example, a field such as SpecField2 may be renamed to Original Contract Amount.

Column name changes must be requested through the Enterprise team.

Contact Pacific Solutions Support for assistance with customization requests.

Enterprise Job Costs column enhancements - JobRunner

Enterprise Job Costs now includes a column displaying the project's original budget information.

The Enterprise Job Costs functionality also includes an allowance for corporate income tax.

Enterprise Job Cost Master Report - JobRunner

Stock delivery details have been added to the Job Cost Master Report.

These details reflect the same Revenue Recognition delivery information displayed in Journal Research.

Projected Commission Draw Report improvements

The Projected Commission Draw Report has been enhanced to support overdraw tracking and additional controls.

Improvements include:

• Allowing and tracking overdraw entries.
• Recording the responsible user.
• Flagging relevant entries.
• Preventing deletion of earlier draws until overdraw entries are resolved.

Accounts Receivable invoice list filters

Additional filters have been added to the Accounts Receivable Invoices module.

Users can filter Active Invoices by company name or number of days late.

A printable report is also available for review and documentation.

V25b1 video library

The full library of training videos for this release is available in: Release v25b1 Video Library .

General maintenance and hot fixes

B2B integration fixes

• B2B compliance updated to Version 2.2: The Pacific Solutions B2B exchange was updated to meet Version 2.2 standards.

• Invalid Host Key error: The error message was improved to explain that the stored host key does not match the FTP server.

  The original message advises removing the previous key from the user's .ssh/known_hosts file so a new key can be created.

  Contact Pacific Solutions Support for assistance.

• Unsupported Public Key Format error: The error message was improved to identify when a valid public key cannot be obtained for the server connection.

  Users are directed to contact Pacific Solutions Support.

Billing and Product Catalog fixes

• Billing Worksheet question mark display: Report logic was modified to omit percentage-complete fields when the underlying data contains question marks.
• Incorrect Product Catalog field: Corrected a field assignment on the Unit Entry tab that caused the Product ID to display incorrectly in the color grid.

Warehouse Management and Inventory fixes

• Image attachments not displaying: Corrected an issue where some Warehouse Management image attachments were not visible in Product Catalog or Inventory.
• Advanced feature logging causing interface delays: Optimized click logging to prevent delays or lockups when advanced features were accessed.
• Warehouse Management portal refresh: Corrected an issue where view portals returned to the first line every 10-15 seconds.
• Manual picking and unpicking validation: Added access validation to the Pick All button to confirm the user has appropriate permissions.
• Inventory window resizing: Standardized navigation routines to maintain consistent window sizes in Inventory.

Accounts Payable and General Ledger fixes

• Automatic correction of missing AP transactions: The system now detects and corrects missing transaction types when Accounts Payable entries have already been posted to the General Ledger.
• Aging Report negative payment logic: Improved calculations involving reversed or voided payments to correctly determine amounts due.
• General Ledger linkage for customer payments: Added a General Ledger field for customer payments to support proper relationships and cascade deletion of related cash change transactions.
• General Ledger posting for QuickSale payments: Corrected date handling to prevent posting to an outdated year entered by a user.
• Invoice number changes not updating the ledger: Invoice number changes after Accounts Payable acceptance now mark records as modified and synchronize the changes to the ledger.
• Accounts Payable performance: Disabled unnecessary legacy script steps that occasionally slowed processing in large datasets.

User interface and workflow fixes

• Status tab updates after deletions: Corrected missing Status tab updates when a Purchase Order, Invoice, or Work Order was deleted by improving record relationships.
• Staging Memo blocking Pick Tickets: The memo now clears automatically when switching tabs, preventing the Delivery button from being blocked.
• Accounts Payable search performance: Reorganized the Find All Records routine to improve performance after unsuccessful AP searches.
• Refund screen layout: The refund screen can now be resized to display additional records.
• Missing document transfers from Quote to Order: Corrected an issue where AP-type documents did not display correctly after a proposal was transferred to an order.
• Unlock Job grayed-out state: Corrected a condition where selecting disabled options could leave the Unlock Job screen in an incorrect state.
• Purchase Order Find screen tab order: Reorganized the tab sequence to make field navigation more intuitive.

Why update or upgrade?

Updating JobRunner or FloorManager

Updating refers to maintaining a supported version of JobRunner or FloorManager.

JobRunner and FloorManager are business management solutions maintained by Pacific Solutions, a Cyncly company.

Maintaining supported versions helps organizations access available improvements, maintain compatibility, and receive appropriate technical support.

Upgrading Claris FileMaker

Upgrading refers to maintaining a compatible version of Claris FileMaker, the underlying platform used by JobRunner and FloorManager.

New FileMaker versions introduce platform improvements, diagnostic tools, and compatibility changes.

Application upgrades must be coordinated with the applicable FileMaker and infrastructure requirements.

Supporting components may also need updates, including servers, workstations, network infrastructure, and mobile devices.

Technology lifecycle and compatibility

Software and operating systems have defined support lifecycles.

As technology evolves, older applications and hardware may become incompatible with supported configurations.

For example, Windows 10 reached its standard end-of-support date on October 14, 2025.

For additional information, see: Microsoft guide to Windows 10 end of support .

Pacific Solutions also follows software support lifecycles for JobRunner and FloorManager. Older versions may eventually become incompatible with supported operating systems, FileMaker versions, or related technologies.

Support and assistance

For questions about these release notes, 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