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Updates Archives -

20 Oct

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Specialty Trade Contractors Software -New Features Release

October 20, 2014 | By |

Specialty Trade Contractors Software

specialty trade contractors software

MaxCon Software is always working hard to bring new features and services weekly to our members using our specialty trade contractors software. We strive to be the leader in the construction industry by bringing our Tools For Success for contractors industry wide.
Construction Management software
As a continued effort to be an innovator and leader of the construction software industry we have recently released new features, feature improvements and bug fixes. Below is the latest and greatest upgrades to  our MaxCon construction software.
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14 Oct

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MaxCon Software’s New Features Release for our Construction Management Software

October 14, 2014 | By |

Construction Mangement SoftwareMaxCon Software is always working hard to bring new features to our members using our MaxCon construction management software. We strive to be the leader in the industry that needs to have the Tools For Success for contractors industry wide.
Construction Management software
As a continued effort to be an innovator and leader of the construction software industry we have recently released new features, feature improvements and bug fixes. Below is the latest upgrades to our MaxCon Construction Management Software

01 Nov

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MaxCon continues to bring Tools for Success

November 1, 2013 | By |

software for Roofing Companies

11-01-2013

MaxCon Software is always working hard to bring new features to our members using our MaxCon construction software. We strive to be the leader in the industry that needs to have the Tools For Success for contractors industry wide.
Read More

07 Sep

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MaxCon continues the growth and customer experience with MaxCon Pro

September 7, 2013 | By |

Release 9-7-2013
MaxCon Software is always working hard to bring new features to our members using our MaxCon Pro Roofing Software. We strive to be the leader in an industry that needs to have a service that is reliable, dependable, fast and user friendly.

As a continued effort to be an innovator and leader in the industry we have recently released new features, feature improvements and bug fixes. Below is the latest upgrades to our MaxCon Pro construction CRM.

  • (NEW) We have refined the creating job orders process. To improve the user experience we have now allowed for when the “add new order” button is clicked with out first selecting the trade the order is being created for the system will now prompt the user to select the trade type improving the user friendliness of the software. Read More

27 Mar

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Newest features added to MaxCon Pro

March 27, 2013 | By |

Roofing Software

MaxCon Software excited to continue to bring to its members an ever changing and evolving construction management software. Over the past few months MaxCon has seen a significant growth in members.

” A lot of our technology growth comes from our members. we believe in listing to our clients has been the key to our success and our open mind to ideas, wish lists and needs that contribute to our software continuing to lead the industry in the new revolutionary way of doing business.” Joe Radcliff, CEO MaxCon Software

Here is a list of the new changes and additions that have recently become part of MaxCon Pro

Customer:

1.       ***Bug Fix*** Siding order not linked with Job Info page. Fixed issue where, in some cases with Quick Books Synced companies, when opening a Siding work order the system directed the user to include a siding line item on the job info sheet when this step was already completed correctly.

2.       *** Bug Fix*** Automatic Sales Rep Assignment function repair. When a salesperson enters a contingency or lead the file is automatically assigned to that rep entering the information. In some instances we observed the auto assignment failing to assign the file. This has been resolved.

3.       System category based restrictions: Job Info has been locked when the job category is moved to Warranty, Closed, Capped, and Capping and a notice is displayed on the top of the screen stating that the job cannot be edited in the current category. Work orders and commission are locked when the categories is set to closed, dead, or cancelled. Warranty category will allow user to edit work orders but not job info or commissions.

4.       Overdue File Alerts rules change: The Over Due File Alerts for Customer Not Contacted and Appointment Not Scheduled are no longer tracked or reported for jobs when the file Category is progressed passed Lead since all of Over Due File Alerts are designed to happen when the job is a lead. If the necessary conditions are not entered into MaxCon Pro before the file is advanced past the Lead category then the system does not require their entry. *NOTE* This does not apply to the NEW LEAD Alert; this alert will display for all active categories and will remain active until the file is accepted by the assigned Sales Rep.

5.       Relax the data entry requirements for the Insurance Company section of the customer summary page.  Requirements per Category are as follows:

a.       Lead- no fields are required to be entered.

b.      Contingency & Bought – Insurance company name is required, no other fields are required.

c.       To Job & Finial Invoiced – Insurance Company Name, Claim Number, and Cause are required. If the claim number is unknown then this can be entered as “Unknown”.

d.      Dead, Closed, Cancellation, Payment Plan, Legal, Capping, Capped, & Warranty – No entry requirements are enforced for any field.

6.       The Work Order Progress rules change: We have reprogrammed the Work Order Progress functionality to allow users to assign a crew to a work order any time after the order is approved. This will allow companies to assign and schedule a crew before the materials are order and delivered. The crew can be reassigned if needed.

7.       Work Order Progress Redirect: The orders page redirect has been removed to allow users to stay in the work order progress page after the order status has been updated. This will allow the user to make multiple changes to the Order Progress before leaving the Order Progress page.

8.       Work Order Submit requirements relaxed. When a user is working on an order they will see a save and submit button. If the save button is pressed the work order is saved but NO alert is sent to management. If the submit button is pressed the order will be Saved AND an alert will go to the proper manager for review. A user with access to the Order Progress page no longer has to submit the order before it can be approved. An order that is Saved but not Submitted can now be approved within the Order Progress page.

9.       Additional Contact info has been added to work order PDF. We have added the customer’s cell phone number, when available, to the customer contact area. We have also added the sales rep name and all available contact numbers to the work order PDF. For this information to appear on Pre Existing PDF’s the work order will need to be saved from the orders tab and the new PDF report will be generated in the Managed Docs Work Order tab.

10.   Bought Button addition. Sales Person user roll will now see a button labeled “Bought” on the job summary page. When the job status is set to Lead or Contingency this button will view active and will allow the user to change the job category to Bought to indicate that the work is approved by the insurance company or customer and the contracts and paperwork will be forthcoming.

11.   Miscellaneous storage routines and user interface updates were made to increase the system response and search times. Increased overall system speed.

12 Jan

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New features launched today for the MaxCon Pro roofing software

January 12, 2013 | By |

Roofing Software

MaxCon Software is always working hard to bring new features to our members using our MaxCon Pro Roofing Software. We strive to be the leader in an industry that needs to have a service that is reliable, dependable, fast and user friendly.

Below is todays new features offered by MaxCon Pro

  • The Claim number field on the Sales office customer summary page has been expanded to allow 30 characters to be entered. This has been increased from the previous limit if 20 characters.
  •   Reassign Crews functionality has been restored. After a crew has been assigned to a work order in the order progress section. To reassign a crew the user must select the assign the crew radial. When the radial is selected a popup box will appear asking if additional material is needed. If yes is selected then the user will be instructed to create a new work order as the materials list can not be edited at this point. If the user answers NO that additional material is not needed then MaxCon will allow the user to reassign the crew.
  •  Photo Album: We have designed a photo album tool that allows the user to select photos that have been uploaded into MaxCon managed documents section and create a PDF file with them. The name and description will appear on the page with the photo.
  •  Email Multiple Documents: MaxCon now allows the selection of multiple documents from the managed documents section. By selecting the Email button on the managed documents tab the user can select all files and photos to be included in an email. The selected documents will be compressed into a .zip file and sent as an attachment to the recipient of the email.
  •  A new user role has been created called canvasser. This role will allow the user to enter leads and assign the leads to the desired sales representative.
  •  Submit/Save function on Quick Books type job info as been added. This feature allows the user to save only or save and submit the job info document to their manager for approval. This feature is functioning through the Save button. Upon executing a save function the user will be prompted to select between save only and save and submit.
  •  Photo display and page load has been optimized for speed. We are displaying a proportionate image quality to size (thumb nail) on the main managed docs display but displaying a high quality image when the photo is selected.
  •   A balance due column has been added to the all customer search results pages. From this page the dollar amount due {total contract – (payments paid – check back to customer)
  •  Mouse over on Reviews: from all search results pages a column exists to display if reviews are pending on a customer file. When the user performs mouse over action on this review indicator now the results will be displayed without having to click on the button and leaving the screen.
  •  The Log out time for all users has been increased from 20 minutes to 60 minutes.
  •  ***BUG FIX*** Misc. bug fixes causing log out issues and search related issues for specific user roles.

11 Jan

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New Features Available in our Roofing Software by MaxCon

January 11, 2013 | By |

Roofing Software

MaxCon Software has added many new features to continue to improve our user interface of our top shelf Roofing software and Construction Management Software.

MaxCon Pro is a versatile and user friendly Saas Roofing Software designed to Organize a company process in to a paperless mobile platform, Energize your team in to the future with technology to simplify the daily tasks and to Maximize company profits by lessening overhead burdens.

Take a look at some of our newest features available to our members in MaxCon Pro.

  • Member Profile Picture: The member profile picture will be used beside all activity or review notes made by the user. It can be uploaded into MaxCon Pro in two places.

1. On the top right of the screen you will see your name. i.e. Welcome: your name. click on your name and a pop up will appear asking you to load your profile picture. This file must be a jpeg file for uploading.

2. In the user admin. If you go to the user list and click on the pencil which is the edit action for a user information. Once the pages opens go to the bottom of the page. You will see an area name User profile. Upload the jpeg file and after it is done uploading click save at the bottom of the page.

  • Sales Managers, Production Managers and Owners can now be assigned as the sales rep on customer files:
  • Job Info Page Upgrades and Improvements for QB Integration:
  • Multiple Pictures can now be Emailed, Printed, Edited and Deleted from within MaxCon Pro.
  • Leads Entered in by Sales Reps have Auto Assign logic.
  • Canvassers can now Assign Leads to Sales Reps they are teamed with.
  • You can now click save in all search areas
  • Company Minimum Profit Tracking Additions for Customer Files
  • Under direct support we have a customer download for manual download of Help Assist for customers who cannot use the auto load side.
  • Password Admin under HO user admin. Password admin allows Users with HO rights to set password intervals, force reset passwords and force reset on next login. Password changes require email verification.
  • New user passwords are now randomly generated and emailed to new user.
  • Goal Admin for Team and Individuals per SO. Allows HO user to assign goals to Individuals or to Sales existing Sales Teams per sales manager. Sales goals display on SO home page.
  1. For salesperson role individual goal and assigned sales team goal are displayed on thermometer along with SO annual goal. Thermometer goals are toggled buy radial orbs above the thermometer for salesman user role.
  2. Below the thermometer exists a lint to all sales goals which will display a table style view of all sales goals for the SO logged into.
  3. Sales manager has thermometer view for annual goal and His Team goal assigned along with link to see table of all goals. All other users will on see thermometer and table style goals list for SO.
  4. All goals set in SO can be deactivated.
  5. Goals are displayed on SO page when the current date is within the start and completed dates of a specific goal.
  6. Future goals can be entered and will not track until current date is with date ranges selected in goal admin.
  7. Upon expiration of ending goal date the final numbers achieved and goal set are archived for future review and will not change.
  • We have added extra character for Zip Code option for NON USA companies on company setup.
  • On Page Help Videos: Added feature that will allow us to link video to interactive video options per page. When a video or videos are linked to a page then a Video Help tab will appear on the right margin next to the scroll bar. Clicking the tab will activate a sliding window with the video and written explanation of the page. Clicking the tab again will hide the window. The video can be opened into a new window or expanded to full screen. If no video is linked to the page the tab will not appear.
  • Eased restrictions on Manufacturer entry. Now only a Manufacturer name is required for entry of products in admin pages.
  • Outbound Email change:  Link added to outbound email for new job assigned to salesperson or reassigned to salesperson that will direct rep straight to customer file.
  • Added country drop down selection to user admin. When users are created a country can now be selected for the user.
  • We have reconfigured the Roofing and Siding work orders error check process. We have eliminated the pop-up boxes that would notify user of field errors one error at a time. User is now notified of all missing data on page in a single submit process and is indicated with a red box around the offended field.
  • The data requirements for User Creation have been relaxed. We added an asterisk behind the title of the fields that are required.
  • Canadian Zip Code formatting has been added to HO and SO where Canada is selected as country. The zip code field will require the “Letter Number Letter space Number Letter Number” format of the Canadian system be entered with auto capitalizing case.
  • Ability to assign customer files to Owner, Sales Manager and Production Manager roles have been added. From the user admin page an edit icon now exists next to owner role selection. This icon allows access to control if roles can be assigned to jobs. If the box is checked then user name of owner role will appear in drop down selection for assign jobs. When owner is assigned to customer file then user will affect alerts and actions reserved for assignee to customer file. User of owner role will not be limited by salesperson restrictions based on this assignment. We have NOT added commission functionality to owner role when assigned to jobs. Again we can NOT calculate sales commissions for roles when assigned to customer file.
  • Bill tracking page now allows filter by Accounts Specialist.
  • SO Demo is up and running
  • Online statement reformatted to fit screen and track additional information.
  • HO alerts Notes changed. Additional reporting notes have been added to record in HO alerts pertaining to bills generated, submitted and paid.
  • We have now add short cuts on the customers all page to review activity history notes and review notes on a customer file

13 Aug

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New Features Released in MaxCon Pro’s Roofing and Construction Software

August 13, 2012 | By |

Orlando, Aug. 13, 2012:   MaxCon Software is happy to announce some new features that have been added to MaxCon Pro. As an on going effort to continue to provide the best construction management software in the construction industry for roofing, contractors, home re-modelers, builders and all specialty trades we are integrating new features weekly to keep up with the demand for new tools and resources to help run companies more efficiently.

New Features:

  •  On Page Help Videos: Added feature that will allow us to link video to interactive video options per page. When a video or videos are linked to a page then a Video Help tab will appear on the right margin next to the scroll bar. Clicking the tab will activate a sliding window with the video and written explanation of the page. Clicking the tab again will hide the window. The video can be opened into a new window or expanded to full screen. If no video is linked to the page the tab will not appear.
  • Eased restrictions on Manufacturer entry. Now only a Manufacturer name is required for entry of products in admin pages.
  • Outbound Email change:  Link added to outbound email for new job assigned to salesperson or reassigned to salesperson that will direct rep straight to customer file.

14 Jul

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New Features Released in MaxCon Pro’s Roofing and Construction Software

July 14, 2012 | By |

MaxCon Software is happy to announce some new features that have been added to MaxCon Pro. As an on going effort to continue to provide the best construction management software in the construction industry for roofing, contractors, home re-modelers, builders and all specialty trades we are integrating new features weekly to keep up with the demand for new tools and resources to help run companies more efficiently.

Today we are announcing that we have added:

1. Weather Forecasting

2. Theme admin and controls. We have two new Themes that can be changed a the company level, sales office level or based on user preference.

3. Create lead directly as contingency or new bid skipping lead process.

4. We have added the ability to order satellite roofing measurement reports from Aerialogics directly through MaxCon Pro. Now you can enter your existing account information or create a new account from MaxCon Pro and orders can be submitted from within the job file and will be automatically populated in the job file when it’s ready.

We will have more feature release every week this year to continue to stay on top of the industry and to provide solutions for contractors.