v25b1 Release Notes

Updated September 28, 2026 15:18

Pacific Solutions V25b1 Update Release Notes

Overview

Info: These release notes may be updated periodically for corrections and additions.

This patch release builds upon the last version releases. We have provided additional system feature enhancements as well as squashed a few inconveniences. System enhancements and new features are ongoing with your Pacific Solutions’ management systems. It is important to establish an internal education administrator who can constantly stay current on software release information and conduct internal education on system enhancements when necessary.

Review Previous Release Notes

Alert: When updating and skipping over several releases, please review all release notes for the releases and patch releases that your update is bypassing.

*Note: your system version is located on the admin screen in the lower right corner.

Successful Updating Guide

System enhancements and new features are ongoing with your Pacific Solutions’ management systems. It is important to establish an internal education administrator who can constantly stay current on software release information and conduct internal education on system enhancements when necessary.

For a successful system update, we suggest your internal education administrator follow these steps before updating your management system:

Read through the release notes and highlight significant changes that might affect your day-to-day workflow.
Depending on how many update cycles you are updating through, be sure to review all the release notes from your previous version.
Watch all available videos to learn the design and intent of each version’s enhancements and features.

Schedule time with department heads to discuss any enhancements/changes that directly affect their day-to-day processes. Departments can then adjust any internal documentation for staff.

Be sure to follow all instructions provided by Pacific Solutions before performing any update on your management system. Once the update is complete, *Review the Personnel Access Levels in Admin* for new settings.

System Enhancements

This release introduces the general availability of Cyncly Payments powered by Payment Flex for both JobRunner and FloorManager. It also includes a series of maintenance updates, performance improvements, and enhancements across multiple modules to enhance overall system efficiency.

Customer payments with integrated payment processing

Cyncly Payments powered by Payment Flex is Cyncly’s fully integrated payment processing solution built directly into JobRunner and FloorManager. This feature allows businesses to collect payments, manage transactions, and track financial data within the same system they use to run their operations. Cyncly Payments supports credit cards, ACH transfers, payment terminals, and online payment links. It also offers clear financial reporting and simplifies cash flow management, all with no hidden fees.

See the full list of videos here: Cyncly Payments powered by Payments Flex.

CLiMIT Powered by Floorcloud Integration

Floorcloud integration is in early release. Monitor your remote Floorcloud sensors directly in JobRunner. View sensor data, event details, task details, reports and open/download attached documents all from the Floorcloud tab in JobRunner. Watch a short video loop here: Floorcloud GIF Video. Please use this form to inquire about early access: Early Access Form for Floorcloud.

Invoice for Received (Stored) Materials (JobRunner)

In the commercial flooring sector, contractors can invoice for stored materials once inventory is received in the warehouse. Previously, this process in JobRunner was manual and time-consuming. This improvement streamlines that workflow, eliminating the need for extensive research and enabling users to generate accurate invoices for received materials more efficiently, resulting in significant time savings and increased productivity.

Scheduled Reports with SendGrid Email Integration

JobRunner and FloorManager’s scheduled reports email functionality has been improved. Improvements were made in how email is utilized in the system for scheduled reports and notify-me emails. These changes were made to enhance the reliability of automated reports and notifications. Currently, using an individual’s email account can lead to frequent disruptions whenever passwords or security settings change. This update aims to reduce those breakages by implementing a more robust and secure method for managing automated email communications.

Proposal PSXLSX Template & Import Enhancements

Product ID and Labor ID Field in Import Template:

A new PID (Product ID and Labor ID) field has been added to the PSXLSX import template. This enhancement allows customers to directly input Product and Labor IDs into the import file, ensuring accurate and consistent mapping to the Product Catalog during the quote import process.

Auto-Combine Material and Labor Items on Import:

A new "Match" field has been introduced in the PSXLSX import template, allowing users to associate related Material and Labor items using match codes (e.g., AA, BB, CC). This enhancement improves clarity and organization during the import process by linking corresponding items within the quote.

Improved Labor Link Logic:

The PSXLSX import logic has been enhanced to differentiate between Product and Labor items using the Class column. This improvement ensures more accurate classification during the import process, reducing errors and streamlining quote creation.

The updated template can be found here: PSXLSX v25b1 Template

Labor Catalog Discounts

Previously, in JobRunner and FloorManager, labor within discount groups could only be adjusted using a markdown from retail or a markup over cost. This new feature introduces greater flexibility by allowing individual labor items to be discounted or marked up independently within a discount group, enabling more precise pricing control. see article: Labor Discount Groups v24

Commissions Split at Proposal & Bulk Revise at Template

This new feature has been added to allow users to define split commission percentages directly at the quote level, in preparation for transferring the quote to an order. This functionality is also available in the Template Revise area, enabling bulk updates to split percentages for increased efficiency and accuracy in commission management.

Locating Proposals and Jobs by Overhead

A new feature to search for proposals and jobs by overhead has been added. These tools identify which jobs/proposals have or are missing overhead. Includes visibility in list views and export capabilities. users have requested the ability to identify jobs that are missing overhead or have overhead incorrectly applied. Since overhead is currently added manually at the job or quote level, there’s a need to ensure consistency across all records. Overhead can still be managed at the customer level, similar to how retention is handled, ensuring it’s consistently applied. Enhancements under consideration include displaying overhead details in the list view, indicating whether the overhead is based on cost or sell, and including this information in export reports for global jobs.

Purchase Order Print for AI Ordering Systems

The PO print layout now includes a part number field, allowing automated and AI ordering systems such as the one at DalTile to clearly read the emailed PO and quickly identify the model/part# of the product. This improves automation and order accuracy.

Proposals Template Revision Undo

Users can now undo mistakes made during a template revision, streamlining proposal corrections.

Reset Product or Labor Group Discount Modifications

This new feature adds the ability to undo changes made across group discount configurations to restore original defaults.

Admin Defaults for Auto Job Lock Option (JobRunner)

The feature enhancement you’ve all been waiting for in JobRunner. You may now choose whether jobs are automatically locked or not locked, restoring flexibility previously removed.

Custom Labels and Work Order Headers Through Languages in Admin

Fields such as Owner, Architect, Designer, Job Start Date, and General Contractor now support label editing in languages and appear both in Work Order headers, Job headers and Quote headers.

Enterprise Job Costs Column Rename Options (JobRunner)

Admins can now rename EJC columns (e.g., using “SpecField2” for “Original Contract Amount”) to better align with company-specific terminology. These column custom names must be requested through the Enterprise team. Please contact support to customize your column names.

Enterprise Job Costs Column (JobRunner)

There is now a column to display the project original budget information in Enterprise Job Costs. Enterprise Job Costs also provides an allowance for income tax (corporate tax).

Enterprise Job Cost Master Report (JobRunner)

The stock delivery details have been added to the job cost master report. This shows the same RR delivery details that are shown in the Journal Research.

Projected Commission Draw Report Overdraw Tracking and Deletion

This report has been improved with functionality that allows overdraws, tracks the responsible user, and flags entries. Enhancements prevent deletion of previous commission draws until overdraw entries are resolved. Historical draw entries must be deleted in reverse sequence by date.

Invoices A/R List View Filter by Company or Days Late

Additional filter fields have been added in the Invoices module to display "Active Invoices" by company name or number of days late. Includes a printable report for review or documentation.

Video Library Article in the Help Center

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

General Maintenance and Hot Fixes:

B2B Integration Fixes:

B2B Compliancy Updated to Version 2.2

The B2B exchange with Pacific was updated to meet the standards of version 2.2.
Custom Error: Invalid Host Key

Improved error message language for clarity:

"The host key does not match the FTP server. The original host key will need to be removed from the .ssh/known_hosts file for this user account so it can be recreated. Please contact Pacific Solutions for assistance."
Custom Error: Unsupported Public Key Format

Improved error message language for clarity:

"Unable to obtain a proper Public Key to connect to the server. Please contact Pacific Solutions for assistance."

Billing & Product Catalog Fixes:

Billing Worksheet '?' Display

Modified report logic to omit percent complete fields when data contains question marks.
Incorrect Product Catalog Field

Corrected an issue in the Unit Entry tab where the Product ID was not displaying correctly in the color grid due to a misassigned field.

Warehouse Management & Inventory Fixes:

Image Attachments Not Displaying

Resolved issue where some image attachments in Warehouse Management were not viewable in the Product Catalog or Inventory.
Advanced Feature Logging Causing UI Lag

Optimized click logging to prevent screen delays or lockups when advanced features were accessed.
Portal Refreshing in Warehouse Management Module

Fixed issue causing view portals to reset to the top line every 10–15 seconds.
Manual Picking/Unpicking Validation

Access validation added to the “Pick All” button to ensure proper authorization in Warehouse Management.
Inventory Resize Consistency

Standardized navigation routines to preserve consistent window sizing across Inventory.

Accounts Payable & GL Fixes:

Auto-Correction of Missing AP Transactions

System now detects and auto-corrects missing transaction types when AP entries are already posted to the general ledger.
Aging Report: Negative Payment Logic

Improved report logic to correctly calculate amounts due, even in complex cases involving reversed or voided payments.
GL Linkage for Customer Payments

New GL field specific to customer payments ensures proper relationship and cascade deletion of associated cash change transactions.
GL Posting for Quick Sale Payments

Corrected date logic to prevent outdated posting years by user entry on Quick Sale transactions.
Invoice Number Changes Not Updating GL

Invoice number updates after AP acceptance now correctly mark entries as modified and sync to the ledger.
Accounts Payable Speed Optimization

Disabled legacy script steps that were occasionally slowing down large datasets.

UI and Workflow fixes:

Status Tab Update on Deletions

Addressed an issue where some users reported the status tab of missing updates when a PO, Invoice, or Work Order is deleted. Implemented through new record relationships.
Staging Memo Blocking Pick-Tickets

Memo now auto-clears when switching tabs to prevent delivery button from being blocked.
Accounts Payable Search Slowdown

Moved the “find all records” routine to improve performance during failed AP searches.
Refund Screen Expandable Layout

Enhanced refund screen now allows window resizing to show more records at once.
Missing Document Transfers from Quote to Order

Addressed a reported issue by some users so that AP-type documents correctly display after transitioning from quote to order.
Unlock Job Grayed Out State

Resolved a stuck state caused by clicking grayed-out options when unlocking jobs.
Find Screen Tab Order (POs)

Reorganized tab order in the Purchase Orders find screen for more intuitive field navigation.

Info: Why Would I Update and Upgrade?

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

JobRunner and FloorManager are the two business solutions maintained by Pacific Solutions, a Cyncly company. Maintaining your business solution to the most currently available version is the best way to ensure you are using the healthiest solution we offer. Delaying an update to JobRunner or FloorManager can set a company back years in the industry trends as well as orphan the company from proper system support.

Upgrading refers to maintaining a current version of FileMaker.

Claris (FileMaker) is the engine in which Pacific Solutions, a Cyncly company, writes the code for JobRunner and FloorManager. As Claris releases new versions, we must comply with the new engine specifications, convert our code and move forward with the current technology. This is beneficial to development and to our users. The new Claris versions means better diagnostic tools, better code tools and industry forward technologies to better our user experience and interface environment.

There are several components to maintaining your JobRunner/FloorManager version and your Claris (FileMaker) version. Some of these include although not limited to; servers, workstations, network infrastructure, education, and mobile devices are just to name a few. Attempts to move forward with management and Claris versions without compatible equipment/infrastructure can be catastrophic. Please consult our support department to inquire about current requirements for the latest version of JobRunner/FloorManager and Claris.

Technology moves forward and older technology becomes obsolete.

All the applications we use on a day-to-day basis eventually have updates. The longer we stay in outdated technology the harder updating becomes. Companies that make computer programs will render old versions obsolete and no longer provide support for those older versions. This is called a lifecycle. For example, as of October 14, 2025, Microsoft will no longer support operating systems Windows 10 and older. Microsoft guide to end of support for windows 10. Microsoft issues a Why is this important? Because this is the world of software and computers. Pacific Solutions, a Cyncly company, is a software company. We too will be ending lifecycles on versions of JobRunner and FloorManager. Older versions of our business solutions are simply not compatible with the current technologies (Windows, FileMaker, Printers, etc.).