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well good morning everybody this is drik eam over here at Foundation software and I'd like to welcome everybody uh to today's uh or I guess this week's edition of our client sales webinar series uh these are webinars that I'll do throughout the year and I like to cover some additional uh features additional products that we have to offer and and today we're going to uh continue to I guess take a deeper dive into our HQ Suite so I've been doing a series of these uh probably for the last few months kind of covering some of the details some of the additional features and today is the first one that I think we're going to kind of get more into detail on the whole side of it in addition to that I I'll kind of overview the rest of the platform so everybody's on the same page when it comes to to all of that so what I'll do kind of give you you know the basic layout here the format that we're going to walk through is I'll go through a short presentation uh covering our our HQ Suite um and then after that I'll kind of open it up to for you guys for any sort of questions and uh you know if there's some other questions down the road or if you want to set up a time to schedule uh you know a time to hop online with myself and your team there you know that is completely fine so this will give you a good idea what it's what this is all about and then if you have further questions we can always jump into that on a you know one-onone call or demo there so without further Ado here let me let me kind of pull up uh project HQ here for you so for those of you that aren't aware um that haven't been uh haven't seen anything on Project HQ this is our our new web-based project management platform um it's uh it's been out for close to two years so it's not like it's brand new um it's had a ton of features in the last couple of years and we continue to plan on adding additional features for for probably at least the next two three four five years would be be my guess you know this will be kind of the next big thing here at foundation and foundation's not going anywhere kind of foundation is the main uh back office Erp you know type system where you're doing all of your actual accounting and job cost reporting HQ is going to be the you know the webbased platform that'll connect to that to communicate uh certain pieces of information you know and specifically today we're going to kind of cover more in the the PM side of things um now currently project HQ consists of three pieces um and that'll be changing there'll be additional pie pieces coming down the line but currently we've got three sections or pieces I guess you can call them modules kind of looking at it from the foundation perspective um there is a project HQ which that is the I always call that the main part of the platform that's where you get into all your different document management uh things like RFI submitt change orders aias um which is kind of the big big feature here this morning that we're going to be talking about so that's one of the pieces and then a second is uh executive HQ that is reporting so that pulls job cost information out of your foundation database and then uh thirdly would be our crew HQ which is a scheduling and labor dispatching uh software um to to kind of keep track of jobs and get your your people uh and other resources assigned out on those projects so those are the current three pieces um and um for those of you there that might be wondering well hey I i' I've heard of our you know project management module or maybe you might even have the project management module and wondering where where that fits into everything so um what I've always said really since day one with our project management module nothing there's nothing wrong with it nothing bad with it it's more of an entry level uh project management product um the reality is it's part of your foundation database so there's going to be some you know whe whether it's uh you know from a PM standpoint technology ease of use intuitiveness um it's just none of those none of those things are positives when it comes to that um so usually companies looking for project management software one of their very first first uh questions uh is hey is this web based so the PM module is not that's where project HQ is so all in all project HQ is the the the newer technology easier to use more intuitive um you can use it on the go on tablets even smartphones out in the field but at the same time it talks to your foundation database so you know these are all kind of kind of things where companies are are are looking for so that I guess in a nutshell that's how this would this entire platform would compare back to the project management uh module um now turning back into our attention here with the details on on Project HQ let me just kind of go through an overview here so there's uh the main page which is actually we call it the overview page so from a project manager stpoint when they log in this is what they would see uh and these would be their most recent projects next to that would be documents uh which they can toggle between overdue upcoming or recent in the middle would be these are tasks on a job so this would tie into the whole crew HQ side of it so more of an overview on on tasks and then at the bottom there's a place for Action items and then weather conditions that's just wherever you're located just from an informational standpoint it would show you the weather conditions and then down the side here uh left hand side that's where we always keep our toolbars here throughout the HQ Suite but uh projects this would be project HQ I'll Circle back around to that here in a moment um spend a little bit of time in there schedule so this is this is the crew HQ part of the platform uh and this is where it'll pull up a list of your projects you can always configure different dates and times if you you know depending on how you schedule but the idea is next to each job is where you can create your different tasks assign resources you can also flip the view like if I want to see where you know employees or equipment items were you know I can always do that or other contacts but the idea if I go ahead and hop into a task uh is this where this is where you're filling out you know main descriptions time frames um other optional Fields include uh items like created by who is it scheduled by category tags what the the percent complete um and then kind of moving across the top here you know location of the task which would pull the jobs address by default resources this is kind of the big one so this is where you're uh uh assigning employees contacts crew equipment materials these are all items that pull out of foundation so employees vendors customers equipment items inventory items so this all you know pulls out of your your database and Foundation but the idea is once uh any employe is scheduled to a task they can get or receive an email or a text notification so that's kind of the big thing with the with the crew HQ and there's some other items too like miscellaneous notes does this tie into a budget you know some companies use cost codes as task so for that kind of comes into play Just custom informational Fields dependencies with predecessors and successors there um but yeah that's that would be the crew HQ side of it and then working down here uh contact this would just be a long list of all the different companies and people that you're dealing with uh within the HQ Suite um and this this would pull out of your foundation database again these can be pulled from employees vendors customers you can always add people here too that you know might not be over on the accounting side of things but just a long list of all the different people that you are you're dealing with and then from a reporting standpoint this is not that exe I mentioned executive HQ uh is part of the one of the big pieces of this getting into job cost reporting you know etc etc this is not that so this would be more lists in logs that you can go ahead and run um and like an example here like if I ran this daily log uh summary here it's going to pull up a screen with the criteria on that leth hand side I'll just kind of go and throw in a big big range here uh select a job and there's other filters too like if I want to only include certain certain pieces um I can always do that but on any any report the idea is you can create your pull the report up enter in your criteria down the left hand side and then that'll pull this up here where you can always print this or export it you know to email out or whatnot but yeah reports all just different lists and logs that you're you can run based on the different forms and documents that you're creating here and speaking of the forms and documents that you can create under setup is where you get into the customization of all these different templates and we give you the ability to it's a lot more flexible than what's in foundation so we give the ability to control what shows or doesn't show um you know you can flag certain fields that needing to be required custom fields are no problem custom templates of course are no problem you can always edit the ones that we've uh provided or if you wanted to pull in uh from PDF or word uh something that you're you're already working with you you can always go ahead and do that and then just uh merge in the different fields so setup is mainly customization of form and templates but it also gets into creating users and security permissions and things like that and from a user and security permission how it how it overall it would work is it goes uh each product is kind of the first level so project HQ executive HQ crew HQ and then underneath that it becomes at the job level you know who can see what jobs and then when you get into this main area I'm about to hop into project HQ it gets more granular like right down to the type of document or the type of area where where can they access um so speaking of the project HQ here so this is the main part of the platform this is this is definitely the reason why companies are are adding this but um this would show a list of all of your active jobs I guess you can always look at inactive ones here if you wanted to uh but uh the idea is when you select a job it's then going to show an overview more of like an overview dashboard like we looked at in that initial screen but now we're looking at uh information that's just specific for this uh I guess it's Lake County trust rebuild job and here it's going to show a place to fill out daily log information now if you're using our mobile application that will communicate to project HQ so if you're entering time into that or job notes or weather or uh material equipment that'll push that information into here just to keep everybody on the same page um but there's daily logs and then underneath that would be the schedule so that's kind of the shortcut crew HQ that we kind of kind of walk through there and then there's a place for most recent emails and for email um of course this is always a big topic uh that comes up when I when I talk with folks and and uh rightfully so because project management software really has to be able to keep track of emails so when it comes to emails uh two ways to do it there's the project HQ way and the mail appway uh project HQ basically ignores your default office know Gmail Google whatever you're using for email it ignores your default email and would create your own email account like for example Derek hq.com some something along those lines um the mail app which is what most of our customers are currently using wood tie in Outlook or whatever you're using for email and you're sending it right out of here it's just on the back end it would uh save a copy back in your your home account so that's just famili familiarity is probably the main main reason why most companies will go that route but a couple different ways to create and track emails uh and then you know back to the overview board here documents just for this project uh action items weather conditions that would be based on the job's location and then uh looking down the left hand side again there's that leth hand side toolbar just I'll just kind of walk down through all the different features here so details um just job setup information so this would be kind of the similar type of info that you would see in Foundation underneath the job record uh in job costing and then resources that would go to schedule that would be the crew HQ side of it and then there's team so just what contacts have you been dealing with on this project that's simp you know that's in what what that kind of explains right there and then for Work Management uh these uh just kind of again I'll kind of start at the top kind of work down action items so these are more just tasks that you can assign out to different individuals uh these can be CED you can duplicate these from one to the next job um probably doing the similar similar types of tasks on all of your jobs that's kind of the idea there and then kind of the big piece let me kind of spend a little bit of time here worksheets so the idea with certain parts here in in HQ is that your project managers because they kind of own they're kind of the the job owners if you will um they know all this information there's really no sense to kind of go back and forth with the uh accounting when you don't have to so they're able to create this from start to finish you know email out track back and forth with the owner negotiate per cents and dollars and then the idea is once it's uh it's okay that's when it can push directly into foundation and even when it pushes directly into Foundation from an the accounting Department's point of view there is a a process of checks and balances so they can run a list and they can they can okay it or they can decline it and most of the time they're probably going to okay it but there is a chance so it's not like everything that gets pushed from the field into project uh from Project HQ into Foundation is just going to automatically save or post or anything like that uh but you have the ability to have the the details are basically the uh the Header information so General Fields signature section are there different retainage rules here and then it's a matter of creating your schedule of values which this can default off of a job budget if that's how it works out fantastic if not then you can always just create your different line items here and then uh for applications let me kind of jump over to that uh you've got your your different uh your different dates you can enter in your dollars you can enter in your percents um and then yeah this is where you can always print this you can email it back um of course like I said there's always a process where you can go back and and revise things and resubmit uh but then the idea is once it's good that's when you'd be able to push this into Foundation sync that into foundation so that's kind of the big big key here with the with that um so aias came out couple weeks ago um and you can create your own custom documents too it includes the 703 and 704 forms the g72 703 forms excuse me um but if you do want to create your own custom templates for whatever reason you can you can definitely do that that's part of the document setup uh that we were kind of looking at a little bit earlier so is kind of the new big feature here uh other items in this section daily logs kind of saw that before but yeah this is where you can always come and fill these out as well documents so these would be I always kind of call these non-accounting related documents so these don't push into Foundation they're just here in HQ just designed to keep track and and uh you know order of your project and where where processes are at things like that but you have rfis and subm metals which would be classified as standard documents and then there's userdefined documents which can literally be anything that you want these are just a number of different uh examples that I've kind of just put thrown together what I've been on the phone with the with folks but all documents like if I go into an RFI here uh this will be kind of the the the layout screen where you can toggle by status you can do a keyword search up here is where you can always run a list or a log too right from the this area and then going into a document all of your documents are going to have a detail section which is all the main verbiage this is what you can control what shows or doesn't show or what's required not required to to save a document that type of thing they're all going to have a correspondence section so if you're going to manually keep track of any back and forth there's where you could do it uh there's attachments now currently how all the attachments uh like drawings files PDFs how those would all work is you would connect uh Dropbox Google Docs or one drive into HQ and then you're dragging and dropping and saving documents here through h Q it's just on the back end they would store one of those three file storage solutions um moving forward here not too far uh November end of November beginning of December we're going to be rolling out what's called uh Vault HQ which is our own internal way to to St save and store documents uh so that'll be kind of rolled out in two phases the first phase will be document being able to save documents and then uh early 2023 we're going to add uh the ability to do markups within that as well so you can you can uh do you know adjust drawings and things like that with within that so um I know that's a big feature that a lot of companies are looking for but yeah currently Dropbox Google Docs and one drive would connect to uh HQ and then that's how it would on the back end store but you're managing everything right through you know this this area here and then of course emails like I mentioned before all these you can always email things out you can print you can create an action item a lot of the different doc you can duplicate as well um so that's kind of the you know the rundown kind of how these different documents will work and then last item in this section is punch lists so yeah these uh just checklist to-do list if you will yeah these can always uh be duplicated and then the next section down is cost management this is a big section here I'm sure it shows budget information uh you know all the same details that you would see on the budget side and Foundation uh but the the big feature in here is change order management um so this is where you can create the idea is you can create all of your requests um and again it gets into all your different custom templates and forms um but the big thing for most companies in here is sure they can create the form but they can also code out you know how does that affect uh the budget you know what what line items what cost codes are we we affecting here um so the idea is you can create these email these out and then uh you know once uh once you do hear back that it's hopefully approved that's when these can be converted over to an actual change order and then once it's once it's an actual change order that would then be able to uh push into Foundation uh to update uh and and revise all of your your job cost reports your estimate versus actuals things like that on that side so change order management is definitely a big big part of the the platform and then not to be outdone underneath that there's a section for committed costs so you get into purchase orders and subcontracts here and it's the same concept really as the change orders we just talked about also at the that your your PMS here out in the field they can create all of these um or whoever you know it's up to you to determine you know who has access to these different features and who can log in that type of stuff but uh this is where somebody can create these uh these types of documents and then email them out and then uh once uh once they're they're uh I guess good they can be pushed into Foundation uh to update to onto that side so those are kind of the big sections here in Project HQ the the last section down here collaboration this would just be kind of a One-Stop shop if you will for all the different files and documents that have been saved same thing with emails this is where you can come to see all the different emails that have been sent out or or you know received back in here for tracking um but that's project HQ kind of the main part and then the uh third part of the platform is uh executive HQ so this is the reporting uh side of it so this is where it's going to pull information directly from your job cost module in Foundation um it just looks nicer um looks newer um you'll you'll get get into some different charts and graphs um and the idea here is is as a PM you're going to kind of start you know at totals Grand totals and then you're able to drill down to the job and you're able to drill down into different sections within that job so you start big and then you can get you know more and more detailed so like here you've got your grand totals on the top and then down below you just have a nice percent complete or over under report and then from here is where you can drill into a job and then that this is where it gives you that uh you know that dashboard with the different charts and graphs you know representing cost classes cost codes couple for change orders on the right hand side and any of these charts or anything in blue I could always drill down and get into detail it it could take me all the way down to individual lines of of data you know whether it's an AP invoice or a time card you know things like that but that's executive HQ so that's that is the uh the third piece um and then you know some of the other future updates I I mentioned uh Vault HQ that's coming um we're working on Workforce HQ which is an HR component uh starting off with the employee on boarding that's looking by by the end of the year here um and then going into 2023 uh we're going to be looking at estimating um digital takeoff safety tracking um eventually we'll be getting into time cards within this um so there's a lot of lot of lot of Runway here so this is this is still definitely early on even though it's been out for a couple years and had it's had a quite quite a bit of development uh put into it already uh so with that that being said um I'll I'll give you guys you know a few minutes to if you've got any questions there's a little place uh on the go to webinar sidebar there where you can type in any type of questions that you might have and while you're doing that I'm just going to zip through a quick slideshow here just just kind of showcase and other other products other other things that we've been working on here on the client sales side of things so there's myself so yeah if you do have any followup questions or if you do want to schedule a time to go online with you and your team and kind of you know explore you know the HQ a little bit more feel free to reach out my phone number is 1 1800 2468 email is DK foundationsoft.com and then uh yeah we still do have a covid-19 resource center updates out there on the website so don't know hopefully hopefully that's not out there too much longer but who who knows Uh current specials yeah hosted um our Cloud offering so if you're looking to maybe move your database to our cloud service uh feel free to reach out and discuss a discount Denise Hearn kind of handles that but if you do want to reach out to me I can always get you in touch with her and then a little bit more you know a few more bullet points on our hosted uh service um and then from a mobile standpoint uh we offer three different mobile products that fall underneath the foundation umbrella there's our mobile app which is mainly for time cards but it covers other types of information and then there's e access which is a uh online pay portal for your employee to see their pay St information and then for those service companies out there that do service work uh we have a service mobile app that thinks paperless work orders that's kind of what goes on uh with that and here's what we talked about all day today we probably got to update some of these bullet points here um but yeah project HQ also executive HQ and then uh if you're looking to Outsource payroll we do have a sister company that handles that payroll for construction everything's completely tied into foundation so there's no additional places you go or steps you have to do that's kind of the big big feature there and then if uh you do need additional training uh we do offer a Consulting Department that will help people even come out to your office for a couple of days if needed uh so feel free to reach out on that and then lastly uh feel free to share your foundation story um good or bad we always we always like to hear um you know things that we're doing good things that maybe improve on uh as well uh so with the with that I'll uh turn it over to you guys uh see if you have any types of of questions I'll hang out here for a few minutes just to make sure oh and here's a question must been somebody that uh attended a webinar a little bit ago um asking about percent completes and um we do have a feature coming out I think it's in we've already started work on it I don't know if it's going to be November December but there's going to be a percent complete worksheet so if you need your your PMS to fill that out to get into forecasting projections um you know that'll be a feature that we'll be adding as as well yeah percent complete worksheet similar to what we have already in the software but again it's just something that would be here where they can adjust the job percent complete I'll hang on just another minute or two just to make sure everybody's got all their questions answered and again you see my information up there on the screen if there's uh anything that you need uh after after that uh and there's a question here is the the WID report available on on Executive HQ yeah that's where you would that's where you would see that you basically see the the top line here that would be basically the whip percent complete report that's here on the executive HQ side and then a question here is this similar to procore yeah that's you know being completely upfront um this is a a product that we develop that for most of our customers they and proor is are a great software let me just say that say that up up front we're partners with them we actually have an integration tool that ties what they do into Foundation but I'd say the majority of our our companies our customers um don't have the need for all the specific bells and whistles that are in procord they're looking for something that's a little bit more streamlined maybe even something too that's a little bit more more cost effective um that's where something like this would come into play um but it depends on what what fit you know what the fit is so but no they're a good software but yeah this would be similar kind of the same idea but you know what they do gets way more detailed and involved than than what what uh project HQ does it just depends on what your what your needs are and then a question is this beneficial for Subs to use yeah absolutely absolutely um probably work uh work for both both General Contractors and subcontractors but if I had to say which which direction probably a little bit more probably more on the subside all right well I think everybody's got their uh questions answered but uh you pull that up there one more time yeah but if you need anything have any followup questions feel free to reach out and I'd be be happy to help all right guys I appreciate you spend a little bit of your morning here and uh yeah feel free uh if you need anything at all give me a call shoot me an email we can uh we'll take it from there all right thanks everybody have a great rest of your day byebye