Fixed.

There is a new "<>" merge field available in the list of merged fields on the right side of the edit merge document form. If you insert the "<>" merge field, the program will print page numbers (as "n of x") at the bottom center of each page. You can place the "<>" merge field anywhere in the document, and the page numbers will always be printed at the bottom center of each page.

Smart Contractor now has a File > Import... menu option that allows you to define import setups to import job estimate and product/price data. Please see the "How Do I... Import Data?" in the help documentation for full information.

Smart Contractor now has a File > Import... menu option that allows you to define import setups to import job estimate and product/price data. Please see the "How Do I... Import Data?" in the help documentation for full information.

This has been changed so that you now have to click the "Set Sub Items" button next to the markups in the group item in order to set sub items to the group items markups. Once you change the sub items markups, these will not be overwritten (unless you click the "Set Sub Items" button in the group item).

The Dashboard now has a "Map" link to the left of the job site address.
Click on the "Map" link to display a Google map of the job site address.
The map includes driving directions to the job site from the company address (entered in Company Info).

The pre-formatted PO has been changed so that it will display the name of the sales rep (if one is assigned to the job), or the company contact (if there is no sales rep assigned to the job).

For information about what was new in previous releases, see the What Was New? topic.

See below for information about what was new in previous releases.

The Dashboard now has a "Map" link to the left of the job site address. Click on the "Map" link to display a Google map of the job site address. The map includes driving directions to the job site from the company address (entered in Company Info).

The Setup > Other > Email form now has an option to specify that all emailed attachments should be enclosed in a zipped file.

There is a new report in the Reports > Job Summary menu called "Gross Margin". It reports gross margins for one or multiple jobs by sales rep.

The Invoice Entry form now allows you to change the taxable status of items by checking or unchecking the Taxable column.

The Edit Merge Document form now has the following new merge fields available:
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Phone
- Sales Rep Fax
- Sales Rep Cell
- Sales Rep Email
These will merge in the information corresponding to the sales rep that is selected in the prompt for Sales Rep in the General tab of the Edit Job form.

The Publish Customer Documents menu option (formerly Publish Website) now has an option to publish "To Website", or "By Email". If you select "By Email", the program will send all of the documents selected for uploading to the customer in an email.

The QuickBooks data update for check purchases has been changed so that it will not update checks that have been changed in any way in QuickBooks (i.e. cleared).

There is a new button to "Add Attachment" in the Create Quote Request form. Click the "Add Attachment" button to add attachment files to the quote request. Files attached to a quote request will be attached to the quote request when it is emailed to the vendor/subcontractor.

Instead of the prompts for "Job Products", and "All Products", the Quote Request form now has prompts for "List Job Items", "List Job Products", and "List All Products":

- The "List Job Items" option lists the selected job items in the quote request.
- The "List Job Products" option lists the products (only) in the selected job items in the quote request.
- The "List All Products" option lists all (selected) products, regardless of which job they are in, in the quote request.

There is a new menu option in the File dropdown menu at the top of the screen for "Search Archive Data...". The Search Archive Data form allows you to search for and open an archived job by job name and/or job number.

See below for information about what was new in previous releases.

The Job, Invoice, and PO numbers are stored (and sorted) alpha-numerically (because users want to be able to mix letters with numbers). The problem with this is that it causes 9 sort after 10. The program has been changed to make these numbers sort alpha-numerically right justified. This is better in that it makes 10 sort after 9, but it still results in 10.5 sorting after 20.

There is a new "Archive Data" option in the File menu. The Archive Data form prompts you for the status of jobs to be archived.

Check the status of jobs to be archived and click Archive Data. The program will save a copy of the current database to a sub folder in your Smart Contractor data folder (named for the company and the archive date), and then remove all of the jobs with the statuses you checked.

You can archive your data any number of times, but only once each day (because the archive folders are named for the date on which you archive the data).

You can access the archived data at any time by selecting the "File" > "Open Database..." menu option and navagating to any of the archive folders in your data folder.
When you open an archived database, you will notice the following:
- The title bar at the top of the screen says "... - ARCHIVED DATA".
- The background of all screens and data entry forms is a bright blue color.
- You cannot add new jobs.
- You cannot integrate archived data with QuickBooks.
- You cannot backup archived data, or run any of the Exit Options.
- When you exit and start Smart Contractor again, the program will open the last non-archived database you had open. It will not re-open an archive database when the program starts.

There is a new proceedure for creating change orders. All steps for creating a change order are now performed in the Enter Change Orders menu option in the Job menu.

Also, the change order creation procedure has been changed so that change orders are not applied to a job until the change order status is set to "C.O. Approved" in the Enter Change Orders menu option. This allows you to enter a change order and print it (or email it) before applying it to the job.

See "How Do I.... Create A Change Order?" in the help documentation for full information.

The merge document template editing form now includes a merge field for "Job Total Labor Hours". This will merge the total estimated labor hours into a document.

There is now an "Export" button in the lower right of the Estimate Grid form, and in the grid that appears when you click the "List" button (to the right of the "Enter or Select... To Edit" prompt) anywhere in the program. When you click the Export button, the program will prompt you for a file name and location to export the data to, and then will export the data to a .csv (comma separated value) text file, which can then be opened in Excel.

Note that you can select the columns of data to appear in the export by hiding (shrinking) or revealing (expanding) the columns in the grid.

The estimate grid form now has an "Export" button (in the lower right of the form) to allow you to export the contents of the grid.

You can select the columns to export by hiding (dragging the edge) of the column heading.

You can specify the order of the columns to export by dragging and dropping the column headings in the sequence that you want them in.

If you click the "Shrink" button at the top of the form, the grid will only display and export totals for each item group.

The estimate grid now has buttons at the top of the form that allow you to expand or shrink the item groups in the grid.

The Create Invoices form has a new option in the "Invoice Options..." box for "Invoice Estimated Amount For Allowance Items With Zero Cost:". If you check "Invoice Estimated Amount For Allowance Items With Zero Cost:", the program will invoice the estimated cost for allowance items with zero cost. Otherwise, the program will invoice zero for allowance items with zero cost.

The main window ("dashboard") now displays the following additional information:
- Customer contact info
- Labor Hours
- Open Change Orders

The Edit Job form now has a new option in the "Proposal/Contract Options" box in the "Estimate Setup" tab for "Show All Cost Categories". If you check "Show All Cost Categories", the program will show estimated amounts broken out in to the 5 separate cost categories (materials, subcontract, equipement, other, labor) when the job list is merged into customer documents.

The Enter Products form now has these new prompts:

- Minimum Order Quantity; Enter the minumum quantity in which the product can be purchased.

- Minimum Labor; Enter the minumum labor cost associated with installing the product. The minumum labor cost can be entered in either hours or dollars. To enter minimum hour labor cost in hours, click the button to the right of the prompt until it says "hrs". To enter minimum hour labor cost in dollars, click the button to the right of the prompt until it says "$".

- Labor Rate; Enter the minumum hourly labor cost (in dollars) associated with installing this product.

Added code to format company info heading on uploaded web pages the same as it is on printed forms.

The width of the PO # column in the Purchase Order Listing report has been increased to 1 inch.

Added prompts for vendor, product, and date range to materials ordering schedule requester form.

A new field has been added to the Setup > Website Publishing form for "Customer Login Path". Enter the path name that your customers will use to access the customer login page on your website. For example, if you set the customer login path to "customerlogin", and your website URL is www.CompanyName.com, then your customer will type "www.CompanyName.com/customerlogin" into their web browser address to get to their login page.

NOTE: If you use more than one Smart Contractor database, then the customer login path name must be different in each database. If they are named the same in more than one database, then when you publish customer information to your website, the customer login information from one database will be overwritten by the customer login information from the other database.

The program now sends an email to customers to notify them whenever their updated job information has been uploaded to their web page.

There is a new report available in the Job Summary Reports menu called Cost To Complete. This report lists the following information for one or multiple jobs:

Job - Lists the Job name.

Status - Lists the job status.

Estimated Cost To Date - Lists the estimate amount as of the current date, including change orders, but without markups.

With Markup - Lists the estimate amount as of the current date, including change orders, with markups.

Completed To Date - Lists the sum of the estimated costs (without markup) for job items that have costs entered.

Actual Cost To Date - Lists the sum of the job costs entered to date.

Variance - Lists the difference between the "Actual Cost To Date" and "Completed To Date" ("Actual Cost To Date" - "Completed To Date").
A negative number indicates that job costs to date are below estimated.
A positive number indicates that job costs to date are above estimated.

Percent Variance - Lists the variance as a percent of the contract "Completed To Date".

Cost To Complete - Lists the sum of the remaining estimated job costs (without markup).
NOTE: This number reflects the estimated cost of all job items that have not had any job costs entered.

Contract Balance - Lists the difference between the "Estimated Cost To Date With Markup" (column 4) and the "Actual Cost To Date" (column 6).

The Documents menu now has an option to print Customer Envelope, and the Purchase menu now has an option to print Vendor/Sub Envelope. These will print envelopes for customer or vendor/subs.

Note: To print envelopes, you must first select File > Print Setup... and change the printing mode to "Landscape", and then put the envelope into the printer sideways.

The job markups and job item markups now allow entry of 2 decimal places.

The Product Description prompt now allows multi line entries. When active, the prompt expands to display several lines.

The program has been changed so that allowance items that do not have actual costs entered it will invoice the estimated costs. If actual costs are entered after an invoice is created, then a subsequent invoice will invoice for the differences between the estimated and actual costs.

The Edit Estimate form has been changed so that you can enter labor rates on job items with no labor hours estimated - if the job is designated as a "template job".

To designate the job as a template job, check the "Template Job" box in the Estimate Setup tab in the Edit Job form.

The Enter Labor Hours form now has a column for Job, which allows you to enter labor hours for multiple jobs in one entry.

The form that appears when you select a document to print now has a new "Export" button at the bottom. If you click the "Export" button, the program will prompt you to select a location to save the file and will export the merged document text to an .rtf file in that location. You may then edit (and cut and paste from) that file using MS Word.

The Enter Products form now has a multi line text box prompt for Product Notes. This can be used to enter any notes to further describe a product.

Note that the Product Notes in the Entry products form is separate from the Description box and the Item Notes box in the Enter Estimate form.

Text that you enter in the Product Notes box will appear in Quote Requests, and in Purchase Orders.

The quote request form now has a check box option to allow you to "Include Item Notes". If you check the "Include Item Notes" box when you create a quote request, the program will include item notes in the quote request item listing.

This release of Smart Contractor has several enhancements to the user interface:

- New icons in the shortcut tool bar on the left side of the screen.

- The function of the shortcut tool bar on the left side of the screen has been improved so that it can dynamically shift back and forth between the popup menu mode, and the tree view menu mode by simply sliding the border of the menu in and out (left and right).

- Option to use large or small screen fonts. By default the program is set to use smaller screen fonts, but a new option has been added to the Setup > Preferences screen to "Use Large Fonts". Check that option to use large fonts.

The Estimate Grid entry form now has columns for the percent waste and total count as well as the estimated count. You can set the percent waste and the estimated count, and the program will set the total count.

The Invoice Options... drop down box has two new prompts: Select By: and Select For:
Select By has two options "Group Item", and "Job Phase". If you select "Group Item", then the Select For prompt will allow you to select a group item for which to select invoice items. If you select "Job Phase", then the Select For prompt will allow you to select a job phase for which to select invoice items.

The "Show More" button has been re-added to the Purchase Order Entry form.

The Setup QuickBooks Integration form has two new prompts for Checking Account and Credit Card Account. These are used as the default accounts for check purchases and credit card purchases entered in the Enter Purchases form.

There is a new Publish Customer Websites form that appears when you select the "Publish Customer Websites" option from the Utilities menu. The Publish Customer Websites form displays a grid with a list of jobs (with active status). The grid...
- Allows you to select which jobs will be published by checking a box next to the job.
- Allows you to view and enter the customer's website login password.
- Displays an indication as to whether any documents have been selected for upload for the job.
- Displays the date and time that the customer's website was last uploaded.