• Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • Office Connector: Join JC Job with PJ Job

    I'm having trouble joining the JC Job Master file with the PJ Job master file. This seems like it would be straightforward joining "JOB" ON "JNUM" but it's not working. Any ideas?
  • Office Connector

    Does anyone have any experience and/or documentation as to how to create custom reports using Office Connector. More specifically adding the as of date fields. Any help would be appreciated. Eg. I have created a custom forecast report, but my job cost…
  • Custom Office Connector Reports

    FormerMember
    FormerMember
    Does anyone have any experience and/or documentation as to how to create custom reports using Office Connector. More specifically adding the refresh and as of date fields. Any help would be appreciated.