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.