Enhancements and Fixes included in each Update

Contractor’s Office is continually being updated to include new enhancements and fix concerns.  Each of the changes will be listed with its release number so you can track what is being done for you.

Make sure you are working with the current version of Contractor’s Office.  You can find the release number by clicking on About on the Contractor’s Office menu and then the About PrioSoft – Contractor’s Office option.  The number will appear at the top of the screen.

July 2, 2020 Release #7.100000000002

Update: cleanup Settings

Update: cleanup system exit

June 21, 2020 Release #7.100000000001

Release: version 7.1

Release: Screen/Field sensitive help

Update: numerous screens for more clarity

March 19, 2020 Release #7.000000000082

Fix: error calcfile already exists

Fix: error hse already exists

March 14, 2020 Release #7.000000000079

Fix: error Job Cost Budget and Refresh on estimate screen

Fix: error total of the quote in words

update: change all list popup windows to handle maintenance

February 26, 2020 Release #7.000000000078

Fix: losing measurements for groups

February 23, 2020 Release #7.000000000077

Fix: error selecting Reservation for Canada = no tax

Fix: error calculating Quebec tax for HST

Fix: Job Cost Budget and Refresh on estimate screen

update: print estimate to pdf even when not emailing

December 24, 2019 Release #7.000000000076

Fix: error updating the groups when Multi-Group and Multi-Level are on

Fix: error going to Update Database from Estimate Database from Estimate screen

Fix: divvtag error going from estimate to Administration- Estimate Database

Fix: losing measurements on estimate

October 20, 2019 Release #7.000000000072

Fix: mmpreview not found on Markup screen

Fix: Budget to Actual report errors

Fix: margin calculated in he Change Orders

October 14, 2019 Release #7.000000000070

Fix: INCIDENT not found on Markup screen

Fix: Budget to Actual report errors

October 13, 2019 Release #7.000000000065

Fix: Problem with Subs file with more than 1 user creating an invoice concurrently

Fix: Creating Request for quotation from Change Order

Update: First Beta version of Credit Card interface

July 4, 2019 Release #7.000000000065

Fix: Change Order report

July 1, 2019 Release #7.000000000064

Fix: House keeping to eliminate errors going from one screen to another

June 5, 2019 Release #7.000000000063

Fix: Materials cost and markups not transferred from template

May 27, 2019 Release #7.000000000062

Fix: Make sure the Commercial database is always accessible with the tree structure

May 14, 2019 Release #7.000000000059

Fix: Make sure the database and templates are indexed before puling items from the templates

April 1, 2019 Release #7.000000000056

Fix: Spread Sheet output from estimates

March 16, 2019 Release #7.000000000054

Update: Restructure the use of he Subs database

Fix: List1 not found on search in the cost database

Fix: creating item in templates

Fix: getting the items to open in csi when Add from Database

March 12, 2019 Release #7.000000000053

Update: clean system for ease of use

February 3, 2019 Release #7.000000000052

Fix: losing info in contact record when doing invoice

Fix: thsdate or stfnme not found message switching from one routine to another

Fix: losing contact records because of numbering on add

Fix: assign items to group it doesn’t calculate before displaying

Update: The ability to order items in category alphabetically and by code

January 20, 2019 Release #7.000000000050

Fix: REPTYPE not found on Estimate report

Fix: demidtag not found message switching from one routine to another

Fix: RPTHD not found switching from one routine to another

Fix: file not indexed message on estimate reports

January 14, 2019 Release #7.000000000049

Fix: update categories change and delete in the database.

Fix: make text fields save work

Fix: large field presentation and Profit % on Quotations by group

Fix: Change to PO in order processing

Update: The ability to delete old estimates to make the system run faster

December 23, 2018 Release #7.000000000048

Fix: save as new item in database so it goes back to the right screen.

Fix: backup checking items in add from database and open an item. all checks are gone and will not show items from groups

Fix: content disappearing from contact screen

November 30, 2018 Release #7.000000000046

Update: New version of PDF plugin and changes in forms to match.

Fix: backup scheduling concern

November 28, 2018 Release #7.000000000045

Update: PDF and Sign-able PDF output capability is now present.

Fix: Division output

November 14, 2018 Release #7.000000000044

Fix: Adding item to the database on Save As New shows nothing in the grid

Fix: Adding item to the database on Grid shows no items

Fix: Create Quote did not ask if you want to replace

November 11, 2018 Release #7.000000000043

Update: Add costbooks to the residential database

November 7, 2018 Release #7.000000000041

Fix: errors in assigning groups in templates

Fix: staying with the correct group in the estimate

Update: Change he length of the job id to 8

November 1, 2018 Release #7.000000000040

Fix: errors in assigning groups

October 30, 2018 Release #7.000000000039

Fix: When you turn the Tree Structure off the system turned it on again

Fix: Error message addrecordbut not found

Fix: When the Commercial database was installed the names Residential and Commercial did not appear

Fix: When selecting standard letters the wrong window popped up some times

Fix: Cleaned up email of Quotes, invoices, etc

Fix: Changed all the excel outputs to xlsx format

Fix: clean up email of Quotes, invoices, etc

October 15, 2018 Release #7.000000000038

Update: Change Backup upon exiting the system to optional

September 28, 2018 Release #7.000000000034

Update: All output spread sheets are now in xlsx format

Update: The system will back up your data each time you exit

Update: Maintain estimate templates can be accessed from the Administration menu

Update: You have the option of using the Tree Structure or the old structure, with a Division column and a Category column,  for accessing the cost database

September 22, 2018 Release #7.000000000033

Fix: Clean up backup process for all backup circumstances

Fix: Keep the estimate grid from showing over and over

Fix: Problem adding category

Fix: headary.prg when selecting group

September 12, 2018 Release #7.000000000032

Fix: Clean up install process and tree structure

September 9, 2018 Release #7.000000000030

Update: replacement of lists with tree structure

Fix: BuildeTrend option does not go away

fix: words “Commercial” and “Residential” not appearing when installing commercial database

fix: adrecno error message when adding an invoice

fix: measurements don’t stay with the group

fix: eliminate multiple installations of the tree structure routine

August 21, 2018 Release #7.000000000029

Fix: label7 error when modifying an RFQ.

Update: Waste factor on each item in estimate

Update: Access contact record from each entry in the email history

Update: pick all checked items and save them to multiple groups

Update: discount on entire estimate

August 15, 2018 Release #7.000000000028

Update: Deposit Invoice for % complete billing

August 5, 2018 Release #7.000000000026

Fix: delete estimates from the Work View screen.

Fix: cleanup dealing with the correct job in the estimate screen

Fix: email screen type mismatch bug

Fix: phone number under the company

Update: add more factors to residential and commercial

Update: update commercial database with dimensions and factors

August 2, 2018 Release #7.000000000025

Update: delete estimates from the Work View screen.

Fix: cleanup unassignd problem

Fix: cleanup create item to database and to an estimate.

Fix: Group Reports

Update: Change to Assign to Group

July 30, 2018 Release #7.000000000024

Update: delete estimates from the Work View screen.

Fix: delete emails from history show wrong format after.

Fix: cleanup messages when adding a new-estimate.

Fix: cleanup create item to database and to an estimate.

Fix: cleanup backing out of adding an estimate

Update: restructure the estimate and template screens

July 26, 2018 Release #7.000000000023

Update: Reading email primarily completed pending testing.

Update: Deleting incoming and outgoing emails.

Update: Deleting message from message board.

Update: Changed the message editing screen for the message board.

Fix: Calcfile problem on printing quote by group.

April 22, 2018 Release # 200000000104

Update: Add the text from the Item in Active Takeoff to the text in the matched database line item in the estimate.

November 14, 2017 Release # 200000000089

Fix: Estimate reporting for groups

Fix: Alternate addresses screen operation

October 31, 2017 Release # 200000000088

Fix: Apply burden in database factors

Fix: Multiple fixes to % Complete invoicing

Update: Estimate Checkup button on the estimate Screen for diagnostics

September 29, 2017 Release # 200000000087

Fix: multiple bugs on Change Orders and calculators

September 18, 2017 Release # 200000000086

Update: New Estimate Checkup button – cleeanup any flaws in the estimate

September 6, 2017 Release # 200000000085

Update: New Estimate Checkup button to speed up display of the estimate.

Update: New Duplicate item checks in the estimate screen to protect the estimate

September 1, 2017 Release # 200000000083

Update: New Group checks in the estimate screen to protect the estimate

August 26, 2017 Release # 200000000082

Update: Reset Screen size to default option with right click on the main screen

Fx: Job Scheduling. upgrade all to complete transition to Ver 6.2

August 11, 2017 Release # 200000000081

Update: QuickBooks update. Modification to the Division Mapping

Fx: Order Processing. upgrade all to complete transaition to Ver 6.2

Fx: Bid Management. file not found message

May 20, 2017 Release # 200000000073

Update: QuickBooks update. All is working with the new version of the Intuit interface

May 9, 2017 Release # 200000000071

Update: Simplify major screens of the system

April 27, 2017 Release # 200000000068

Update: Simplify templates process
Update: Eliminate extra step when exiting estimate item that has not changed
Fix: Eliminate “cpress” error

April 23, 2017 Release # 200000000065

Update: Sales Tax can be set in the Properties to be the same for every estimate
Update: Multiple-Choice now means you can add items to multiple groups concurrently from the Add from Database in the estimate
Fix: Group reports can be for any group
Fix: System will not get lost going from one screen to another

March 19, 2017 Release # 200000000061

Update: Changes to communicate with the VirtualBoss update

February 24, 2017 Release # 20000000005

Update: Estimating enhancements

February 19, 2017 Release # 200000000055

Fix: Handyman estimating enhancements

Fix: estimating errors

Fix: ‘REQUIR’ not found in Order Processing

February 14, 2017 Release # 200000000054

Fix: Handyman estimating problems

Fix: problem viewing saved letters

February 10, 2017 Release # 200000000053

Fix: Final problems in the version 6.2 conversion in estimating

Make sure you are working with the current version of Contractor’s Office.  You can find the release number by clicking on About on the Contractor’s Office menu and then the About PrioSoft – Contractor’s Office option.  The number will appear at the top of the screen.

February 8, 2017 Release # 200000000052

Fix: Problems in estimating screen

February 8, 2017 Release # 200000000051

Fix: Letter printing problems

February 8, 2017 Release # 200000000050

Fix: Accounting problems

February 4, 2017 Release # 200000000049

Fix: “No Email address present”

Fix: Not able to access the main menu when in a screen

Fix: re-indexing problem fixed by deleting all indexes upon system entry

December 13, 2016 Release # 200000000048

Fix: “Groupary not found in Order Processing”

Fix: Product invoice output problems

November 21, 2016 Release # 200000000047

Update: Implementation of Active Takeoff interface

November 20, 2016 Release # 200000000046

Fix: ‘chng’ not found returning to estimates screen from order processing

Fix: ‘insrt’ not found once returned to estimates screen from order processing

Fix: ‘check17’ not found on Construction properties

November 18, 2016 Release # 200000000045

Fix: QuickBooks linking problems

Update: Implementation of Active Takeoff interface

November 12, 2016 Release # 200000000044

Fix: QuickBooks linking problems

September 18, 2016 Release # 200000000043

Fix: CLS not found

Fix: cannot update the contact id

September 2, 2016 Release # 200000000042

Fix: Previous change order total did not appear on the current change order form

August 16, 2016 Release # 200000000040

Fix: Administrative time error in estimating.

July 28, 2016 Release # 200000000039

Fix: Correct CLS file problem for the PlanSwift interface

Fix: fix the link between the update procedure with the Annual Support product on the site.

July 26, 2016 Release # 200000000038

Fix: Correct the link for downloading of Intuit #13 Interface

Fix: Store the correct materials number with the quantity on % Complete invoicing.

July 24, 2016 Release # 200000000037

Update: Modification of the spread sheet output of a n estimate.

Update: Add the capability to eliminate the quantities from the Quotation by division.

Update: Upgrade to Intuit interface version 13 for QuickBooks interface

Fix: ‘Change the format of the RFQ output to make it more easily emailed.

July 14, 2016 Release # 200000000036

Update: Bulk change staff and write email feature on the Appointment Schedule.

Fix: ‘NewVersion not found’ error while trying to launch due to new server for site.

June 23, 2016 Release # 200000000035

Fix: ‘Control not found’ error while trying to backup.

June 15, 2016 Release # 200000000033

Fix: ‘servtag’ not found error.

June 12, 2016 Release # 200000000032

Update: implementation of the Service groups for the CRM portion of the system

Update: Make the opening image work across the board

May 31, 2016 Release # 200000000031

Fix: Mail merge of fields with Word

Update: Establish Groups of letters in the Standard Letters

May 11, 2016 Release # 200000000029

Fix: Message “um1′ not found while registering the system

April 30, 2016 Release # 200000000027

Fix: Problems with ‘Control’ while exiting the system

Update: Imperial to Metric conversion database conversion

April 25, 2016 Release # 200000000026

Update: Expanded the number of user defined fields to 576

Update: Imperial to Metric conversion implemented so the system can be run using Metric measurements

Fix: “Control not found’ while exiting the system

April 19, 2016 Release # 200000000025

Update: Expanded the number of user defined fields to 576

April 3, 2016 Release # 200000000024

Fix: ‘evlist2’ not found when saving an item

Fix: ‘snetpath’ not found when exiting system

April 1, 2016 Release # 200000000022

Update: All criteria for all 324 fields working for Automated processes

Fix: Viewing individual items from the % Complete screen

Fix: Printing proper vendor on checks when vendor is in the Subs database

Fix: Eliminate duplicate groups in % complete screen

March 29, 2016 Release # 200000000021

Update: Selecting multiple locations for all Word Merge Documents

March 25, 2016 Release # 200000000019

Update: Selecting location for all Word Merge Documents

Update:  Easy access to the ToDo’s for Automated Processes

March 22, 2016 Release # 200000000017

Fix:  “command1” not found during automated process run

Fix:  “tmplead” not found during automated process run

March 15, 2016 Release # 200000000016

Fix:  “HDCN” not found

March 14, 2016 Release # 200000000015

Update:  All 324 fields are made available for selecting criteria as well as for embedding in letters

Fix:  “***.**” for total hour on Takeoff report

February 29, 2016 Release # 200000000012

Update:  Expansion of user Automated processes campaigns to handle groups of Todo’s

Fix:  “Director” not found

February 27, 2016 Release # 200000000011

Update:  Expansion of user define fields from 73 to 324

Update:  Expansion of the user defined fields name from 10 to 20 characters

Update:  Grouping of Todo messages in the view for ease of use

February 15, 2016 Release # 200000000010

Update:  Grouping user fields on the Contacts screen

Fix:  “eventid not found” when opening the Estimate Database

Fix:  “Field in use” when changing databases in the Contacts screen

February 11, 2016 Release # 200000000009

Update:  More fields added to the export when saving an estimate as a spread sheet

Fix:  Import the estimate that was exported to a Spread Sheet only when there is a spread sheet in the folder

Fix:  Administrative fees were not calculating on a regular bases

Fix:  Administrative fees were not printing when told to

Fix:  Newly assigned group was not automatically showing only it’s content when created

February 2, 2016 Release # 200000000008

Fix:  Selection of Summary style estimates would not appear

Update:  Import the estimate that was exported to a Spread Sheet

January 28, 2016 Release # 200000000007

Update:  Job Info button moved and User Fields button added on Contacts screen

January 27, 2016 Release # 200000000006

Fix:  System did not save changes to Job Description on an estimate saved as a new estimate

Fix:  The message “labs not found” when printing a quotation.

January 20, 2016 Release # 200000000005

Fix:  New Change Orders got the wrong job description that could not be changed

Fix:  The database and estimate style request would appear twice for a new estimate

January 18, 2016 Release # 200000000004

Fix:  Problem with “Unassigned” in the estimate causing inaccurate results

Fix:  Problem with system numbering causing the system to always say there is a newer version to be downloaded

January 14, 2016 Release # 200000000003

Fix:  Short Description of an estimate goes with the items when creating a new estimate from an existing estimate

January 3, 2016 Release # 200000000001

Update:  Screen sizing is done using the Windows buttons and screen size arrows instead of the Screen Size screen

Update: The Contacts screen has been restructured changing the position of buttons. The Estimate button is now lower in the menu bar on the left. The Letter Writing capability now emanates from the menu of the Write Letters button and printing of the contact information from the menu of the Print Profile button.

Update:  Reports coming from the Appointments screen now emanate from the menu of the Print button

Update:  Reports coming from the Job Schedule screen now emanate from the menu of the Print button

December 2, 2015 Release # 116900298044

Fix:  Unidentified object “TREET” when printing a quote

November 29, 2015 Release # 116900298043

Fix:  Calculation on the Schedule of Values Report

Fix: handling of the company record throughout the system

November 17, 2015 Release # 116900298042

Change: Requests the new group when copying items from one estimate to another with Save As.

November 14, 2015 Release # 116900298041

Fix: Error message when adding a new factor

Fix: Modification to Screen Size screen

November 11, 2015 Release # 116900298040

Fix: Error message when creating a database item

Fix: Giving quantity from Add from Database to the items added to templates

Fix: Clean Groups in an estimate for ease of use

Fix: Error message “JOBNO not found” when creating a subgroup in a template

September 22, 2015 Release # 116900298039

Fix: Download the Lite Commercial database

September 21, 2015 Release # 116900298038

Fix: Bid Management does not go to the right list from the drop-down menu

Fix: Bid Management does not always show the Vendor correctly

September 5, 2015 Release # 116900298037

Fix: Sometimes does not put the sub on the check.

Fix:Make the comment field on the check longer

Fix:Error “XPANDARY” when adding item to a template from the commercial database

August 25, 2015 Release # 116900298036

Fix: Access Denied on the Group – Index report file.

Fix: Wrong name in the Customer column for Bid Management grid

August 11, 2015 Release # 116900298035

Fix: Search for items in the cost database is easier with the Enter key on he search

Fix: Job Schedule registration code works better

July 27, 2015 Release # 116900298034

New: You can now replicate items in the same estimate and can place them in a different group

July 26, 2015 Release # 116900298033

Fix: “errors occurring in the commercial database” in Order Processing

Fix: Schedule of Values report errors

July 8, 2015 Release # 116900298032

Fix: “nesting error” in Order Processing

New: Administrative Fee on Summary estimates

Fix: “Install Intuit Interface” button missing

Fix: “”Multi Level Group” spelling fixed on the estimate screen

July 7, 2015 Release # 116900298031

Fix: “cmrec not found” when bringing items from a template into the estimate.

July 3, 2015 Release # 116900298030

New: Metric measurement for international customers has been implemented

July 1, 2015 Release # 116900298029/span

New: Allow the system to calculate the Administrative fees on an estimate.  You have the option the number of hours or portions you will charge for on administrative time and the option of the rate.  You also have the option of printing the line item for the charge or distributing the value through the estimate.

Update: The system will only ask for the Residential or Commercial the first time you access the estimate.

June 17, 2015 Release # 116900298027

Fix: Vendor and company fields not long enough in writing a check

Fix: “INOUT not found” in writing a check

Fix: Problems of WT4 not found, abovary not found and Text2 not found while adding an item to the residential database

Fix: Schedule of Values handles the profit margin properly

June 10, 2015 Release # 116900298026

Update: On some Windows 8.1.systems there is an Access denied message when the system is first opened.

Fix: The files are opened differently

May 26, 2015 Release # 116900298024

Update: The Review button in #5 of the New Company SetupTodo List to give instructions for getting back into the Cloud system.

New: The Schedule of Values report from the estimate screen

Fix: The forms updater app will install the correct forms.

May 24, 2015 Release # 116900298023

Fix: A problem existed in the database Add Item process causing an error message to appear and still add the item.

Fix: When requesting Detail on Each Line Item of the Quotation by Group the Unit Price and Price would appear on each line if the text of the line ran more than 1 line. In order to make this work some changes were made that necessitate changes on the No Divisions and Line items and the Divisions and Line Items forms.  If you are working from the Cloud or you have customized those forms some manual changes will need to be made by you. The instructions for that modification can be found here.

If you have not customized the forms and you are not working on the Cloud you may Get the forms.