What's New

News

21/01/2021 - IMPORTANT NOTICE - SoloAssist Software Update.

After the next SoloAssist software update current number v1.8.9.7, SoloAssist will no longer support 32-bit operating systems. Please check your device is setup as a 64-bit or greater operating system. Most devices purchased within the last 5 years should already be a 64-bit System type. 32-bit system types are now classed as obsolete technology being phased out.

To check your device system type, follow the steps below.


Step 1 - Click on the Windows Start menu, then select Settings.


Step 2 - In the Windows Settings, select System.


Step 3 - In the System left-hand menu, select About.


Step 4 - Under the Device specifications heading, it will show your System type. It needs to display as a 64-bit operating system or greater.


If you require assistance to upgrade your device, please contact your local IT technician.

17/11/2020 - Unscheduled System Outage (Issue Resolved)

As of the 17/11/2020 at 4:45am

Affecting: User License Activations, Product Trials, Renewals.

Due to a coordinated ransomware campaign/attack on one of the world's biggest website server hosts, SoloAssist's back-end systems has been taken offline. Dispite the attack the SoloAssist back-end systems are safe and secure but momentarily offline. The website hosting company is working with their technical team and law enforcement to track, resolve and restore the issue.

This means you will not be able to activate your SoloAssist user license or trial at the moment. We realise this is frustrating for you, and we thank you for your patience and apologise for any inconvenience. We will send out an email when we are back online. This is a historical event which has never happened within the 15 years of SoloAssist. We do not have an ETA of restoration from the web hosting company yet. Please note, this will not effect existing active user licenses.


Updates


22/11/2020 at 5:00pm

The issue has now been resolved. Thank you for your patience.


20/11/2020 at 5:25am, 12:00pm

5:25am - We are still waiting for our web hosting company and back-end systems to come back online.

12:00pm - Due to the unprecedented time delay, we are now working on another option to temporally fix the issue until full service structure has been restored.


19/11/2020 at 6:00am, 12:30pm, 8:00pm

We are still waiting for our web hosting company and back-end systems to come back online.


18/11/2020 at 6:15am

One of our 3rd party service providers was attacked by a coordinated ransomware campaign. To ensure the integrity of the customers data they have taken all customers offline. They are working with their technical team and local law enforcement to resolve the issue.


17/11/2020 at 5:05pm

Issue still unresolved and being worked on.

Software Development

Roadmap 2021-2022

Here are some of the features we are planning for the future.

Please note, this does not guarantee these features will be implemented and no time frames are given. The below features may be released in a different order format than shown. If posted, see the Software Versions (Coming Soon) for the current features being worked on for release.


General

  • Search feature: Add numerical and dollar amount search capability to the existing search fields in the: Cost Schedule, Timber List, Job Specifications, Cost Control, Purchase Orders & Variations.

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Job Details

  • In Documentation, a Supplier drop-down list will be added for a consultant name selection.

Cost Schedule

  • When moving a Work Group up or down the Cost Schedule, it needs to skip over Items. (High Priority)
  • Add feature to 'Show contributing items only'.
  • Add adjustable profit markup settings to each Work Group.
  • Add a new Item status icon for Auto QTY items on standby turned off ().
  • Duplicate Work Groups & Items.
  • Copy & Paste Work Groups to other templates.
  • Attach supplier quotation PDF's to Supplier Quoted items.
  • Add a preferred suppliers setup.
  • Add section area quantities to the grey quantity fields. It will have three (3) columns, 1st a Section, 2nd a Description, 3rd a Quantity. It will also have a tick box to total or not total on the main view and for purchase orders.
  • The item window is to be implemented with a Rate Build-Up feature, which optionally combines multiple materials and labour into a single Rate. Commonly known as a Composite Rate or Rate Recipe.

Timber List

  • Add a preferred suppliers setup.

Job Specifications

  • Add a preferred suppliers setup.
  • Change the 'Notes' column to a History Log. This will also show the latest entered Note with its date.

Plan Scan (on-screen takeoff)

  • Add a Remove Category feature to the right-hand side Category's & Items list.
  • A drop & drag feature will replace the blue up/down arrows for moving item links within an item.
  • A Restore Default Settings button will be added to each item setup window.
  • In Print Plans, a combine items and quantity totals will be added.
  • When swapping a plan, the plan or the existing takeoffs need a relocation feature to line them back up together.
  • 'Send to Quote' Item links, will have an option to select the Cost Schedule Price List Items within what has already been allocated.
  • In the Categories of items list on the right-hand side, a 'Remove Category' feature will be implemented.
  • In the Categories of Items list on the right-hand side, a category and item 'search' feature will be implemented at the top of the list.
  • Add a quick measure length feature with right click menu access.

Price List / Live Pricing

  • Add a preferred suppliers setup.
  • Live Pricing integration with Suppliers (POS) point of sale software systems to be actively pursued Australia wide. Ask your suppliers for SoloAssist Live Pricing and Purchase Orders integration.
  • Add a column for Part #. beside the Item Code column.

Suppliers

  • Add a preferred suppliers setup.

Cost Control

  • Add a multiple Cost Centre delete column.
  • Add a merge Cost Centre to Cost Centre feature, which reallocates the contributing Cost Schedule item link costs.
  • Add Date Due to Expense Invoices, and a column for it on the main view. (High Priority).
  • Add multiple payments to Expense Invoices. e.g. Payment 1 (Deposit), Payment 2, Payment 3, etc.
  • Attach Expense Invoice PDF's to a suppliers Expense Invoice.
  • Add Purchase and Work Orders as unpaid Expense Invoices when raised from Purchase Orders.

Progress Summary

  • The report business logo will be fixed to line up properly with different sized logo's.
  • Rebuild of Progress Summary with new features, flexibility, and reports.
  • Add a Progress Summary history.
  • Add a Progress Summary print report.
  • Add a Retentions history and summary report.

Purchase Orders

  • Add a print option for a Purchase and Work Orders Summary.
  • Add an option to select an item from the Price List when adding a New Item into a Purchase or Work Order.
  • Add an option to allocate each Purchase & Work Order to a Cost Control Cost Centre as an unpaid Expense Invoice.
  • Add a Sent column to the Purchase Orders view. This feature will be added as a selection into each Purchase Order, Work Order and Quote Request.

Variations

  • Add an option to select Price List items in the Cost Calculator when adding an Item into a Variation.
  • Change the 'Notes' column to a History Log. This will also show the latest entered Note with its date.

Progress Payments

  • Add the Payment Stage Description into the New/Edit Sales Invoice so it can be edited on the run.
  • Add the payments received, Date Received and Amount Received details to Sales Invoice print-outs.
  • In the final Payment Stage when PC or PS item credits are to be claimed, add an option to exclude these amounts in the Sales Invoice.
  • Sales Invoice integration with MYOB & Xero.

MYOB, Xero, QuickBooks

  • Sales Invoice Integration.
  • Purchase Orders Integration.
  • Employee Labour Integration.
  • QuickBooks integration (Year end 2021).

Gantt Schedule (New Product)

(Currently in development and will be released in a future update for free).

  • Job timeline and duration.
  • Payment stage grouping with task durations, task dependency links, % complete, overall job duration.
  • Includes optional setup selections from the Cost Schedule work groups, and Cost Control cost centre budgets.
  • Includes Job Variations, which can adjust the overall job timeframe duration.
  • It's designed to quickly and easily add payment claim stages with job tasks to build-up the overall job timeframe. It will give you start and finish dates on all tasks and the overall job duration.
  • This tool isn't designed as a daily calendar for hourly micro-management flagging reminders and sending texts. It's designed to create and manage a daily job timeline from Start to Finish.

Print Options

  • New print report system with customisable reports and page layouts.

Global Settings

  • Add a GST adjustment setting.
  • Add a GST On/Off setting.

SoloAssist Online Version

  • Log into SoloAssist online on any device, anywhere, anytime. (2021-2022)

Software Version

The next SoloAssist software update shown below as (Coming Soon), will be released in January/February 2021. There are many changes and upgrades throughout the software. Many of the changes have prepared the SoloAssist software platform for future development of features. You will see in the next software version and throughout 2021 an increase in software features released.

v1.9.0.5 - ??/03/2021 (Coming Soon)

Completed


1.0) The Cost Schedule Work Groups now collapse and expand.

1.1) The Cost Schedule now has a chevron (arrow) in the header bar to Collapse All or Expand All Work Groups.

1.2) When sending quantities from Plan Scan to the Cost Schedule, it will automatically open the Work Groups and populate the required items. This makes it easier for you to check the Work Group items as you go.

1.3) The Cost Schedule Work Groups in the Sample Template have been reordered to suit the new layout for faster finding.

User Tip: Before sending in quantities from Plan Scan, use the header chevron (arrow) to collapse all Work Groups in the Cost Schedule. This will help with point b) above.


2) The Cost Schedule now has a feature to Show Contributing Items (only)


3) The Cost Schedule Business Markups and Contract Total amounts at the bottom of the Cost Schedule, have improved visually. Double clicking on any of the line items will open its settings. Also, hovering your cursor over the Contract Total amounts will show its equation in a tool tip popup.


4) Cost Schedule items turned off with an entered Quantity, Supplier Quote, or Allowance, now display with ().

Items now display 4 types of status.

= Item On (Included in Quote)

= Item On (Standby)

= Item Off (with nothing entered)

= Item Off (with a Quantity or Supplier Quote or Allowance, ready to be used if turned On) (New)


5) Purchase Orders can now be marked as Sent () or Unsent ().


6) Price List | Live Pricing - When importing an existing supplier price list update, it wasn't updating the Price List items linked from the suppliers updated price list. As a result, both the Price List and Live Pricing text colour coding was not changing as it should. Both issues are now fixed.


7) Corrected an issue with Company Setup details not saving correctly with logo's.


8) When the SoloAssist Home (menu) > Options > Databases is set to OneDrive, the shared CompanyDetails file in some instances is duplicating adding the name of the users computer to the end of the filename. This is caused by Microsoft OneDrive, so there is little we can do. The duplicated files cannot be used or read by the SoloAssist software which makes them unusable. So, we have implemented a feature for SoloAssist to remove the duplicated file/s to eliminate confusion within your SoloAssist Databases share folder.

If this is happening to you, please see our Help Centre FAQ. We have written instructions on what you can try to resolve the issue.


9) Corrected a display issue with Plan Scan (standalone) > Home (menu) > Options not displaying correctly.


10) A new SoloAssist software installer and updater has been implemented.


11) Multiple popup windows and text corrections have been made throughout the software.


12) Multiple bug fixes have been made throughout the software.

v1.8.9.7 - 03/07/2020 (Latest)

Completed


1) Minor bug fixes.

v1.8.9.4 - 29/06/2020

Completed


1) Added Queensland QBCC Insurance Premium Tables effective from 1 July 2020. For Queensland users, you will need to change this in your Cost Schedule Settings for new quotes.


2) Corrected an issue in Cost Schedule Items, where a 'Supplier Quoted' Item Setup was not bolding the supplier name when selected next to Quoted by:. Now it is.


3) Corrected an issue in the Cost Schedule, where Work Group Sub Totals were not always updating correctly.


4) Corrected an issue in the Cost Schedule, where the total Labour Hours were not always displaying correctly into multiple days.


5) Corrected an issue in the Cost Schedule, when Exporting to a CSV or Excel file format, it was not showing the Unit column. Now it is.


6) Corrected an issue with a Cost Schedule Item selected with a 'Timber List Link' Item Setup, was leaving a residual/duplicate item in the Timber List from when changing a Timber Type or Size.


7) Corrected an issue in the Price List that was causing an error when trying to remove a Supplier Link from a Price List Supplier.


8) Corrected an issue in Live Pricing, when importing a suppliers CSV price file, it was not displaying or updating correctly.


9) Corrected an issue in Live Pricing, when selecting 'Download' for the selected supplier, it would sometimes cause an error.


10) Corrected an issue in the Progress Summary, where the logo would not display correctly.


11) Corrected an issue in the Progress Summary where a Print report column headings, were not displaying correctly.


12) Corrected an issue in Plan scan, where an out-of-memory-error was showing after loading a PDF plan, then changing the PDF plan file.


13) Corrected an issue in Plan Scan, when an error would occur after trying to swap a single Plan to another PDF plan file with multiple pages.


14) Corrected an issue in Plan Scan, where some Plans would show black dots on the page.


15) Corrected an issue in Plan Scan, where text sometimes would not display correctly.


16) Corrected an issue in Plan Scan, where an out-of-memory error would show when trying to add a new item.

v1.8.9.2 - 15/11/2019

Completed


1) Corrected an issue in Progress Payments where Variations claimed weren't always showing as claimed when they should be.


2) Corrected an issue in Variations where a total of $0.00 should be showing when the Variation has no total.


3) Corrected an issue in Company Setup with loading an invalid image into the Header & Footer Logo fields.


4)Corrected an issue in Plan Scan with loading PDF plans when the file path of the plans cannot be accessed. A window now pops up letting you know what the problem is and where you need to correct it.

v1.8.9.1 - 12/11/2019

Completed


1) The Progress Summary Cost Plus now shows a Total (inc. GST) for between when a From and To date has been selected.


2) The Progress Summary now shows a separate Previous Overheads & Management amount and current claim amount for between when a From and To date has been selected.


3) The Progress Summary now has blue Up & Down express grid buttons.


4) The Cost Schedule item window when selecting a Price List Item now automatically selects the first Supplier and Rate available.


5) The Price List has had a bug fixed.


6)Reminder! Activate your shared Price List database if you haven't already. Make sure you read the instructions first before activating.

It gives you the ability to share a centralised price list database between multiple quote files with a single click of a new Update Pricing button feature next to the contract total. This will save you a lot of time in the future.

Learn more

v1.8.8.9 - 28/08/2019

Completed


1) The Progress Summary Cost Plus Estimates (inc. GST) column Total was not displaying correctly. It has now been corrected.


2) The Progress Summary Estimates (inc. GST) column, now shows the Job Management (Profit Markup) % amount in dollars.


3) The Progress Summary Cost Plus claim method now applies the Business Insurances % to the Claim Amount rather than just claiming back the original Estimate amount. It is now proportionate based on the claim amount.


4) The Progress Summary now shows the Contract Total Adjustment (Locked Out) amount. See Progress Summary to learn more.


5) In the Progress Summary, when hovering over totals, it now shows a tool-tip with their SUM = equation.


6) The Progress Summary grid now has increased viewing space for long cost centre names, invoice descriptions, and the totals area at the bottom.


7) The Cost Control now shows a Date Invoiced column when 'Show Invoices' is turned on.


8) The Cost Control Cost Centre Budget amount now turns 'blue' when a Budget Override has been applied.


9) After a SoloAssist update, it now shows the latest version number in the 'Update Complete' window.


7) Reminder! Activate your shared Price List database if you haven't already. Make sure you read the instructions first before activating. It gives you the ability to share a centralised price list database between multiple quote files with a single click of a new Update Pricing button feature next to the contract total. This will save you a lot of time in the future. Learn more

v1.8.8.6 - 09/08/2019

Completed


1) Updated QBCC Insurance Premium Tables Effective 1st August 2019. For Queensland users only.


2) The Variations Client & Subcontractor Summary layouts in Print Options have been improved.


3) Corrected an issue in Variations where the Approved and Unapproved icons weren't staying center-aligned in the column.


4) Corrected an issue where Cost Schedule item Timber List Links, were sometimes linking to wrong Timber List Groups.


5) The SoloAssist Help Centre has been updated in several locations.


6)Reminder! Activate your shared Price List database if you haven't already. Make sure you read the instructions first before activating.

It gives you the ability to share a centralised price list database between multiple quote files with a single click of a new Update Pricing button feature next to the contract total. This will save you a lot of time in the future.

Learn more

v1.8.8.4 - 01/07/2019

Completed


1) Price List database Activate / Activated button is now showing again in the Home menu Options.


2) More notification window upgrades throughout SoloAssist.


3) When editing a Price List item through a Cost Schedule or Timber List item it wasn't updating back in the item. This would have only affected those who have activated there Price List database in Options.


4) General bug fixes.


5) The SoloAssist website products pages have been updated.


6) The SoloAssist Help Centre has been updated in several locations.


7)Reminder! To activate your Price List database if you haven't already. Make sure you read the instructions first before activating.

This gives you the ability to share a centralised price list database between multiple quote files with a single click of a new Update Pricing button feature next to the contract total. This will save you a lot of time in the future.

Learn more

v1.8.8.2 - 17/06/2019

Completed


1) The Home menu layout has been upgraded with Recent (last opened) now having a right-click menu of options.


2) The Cost Schedule & Timber List now has 'drag & drop' to move Items & Work Groups up or down to a new location.


3) A popup Calculator has been added to the Cost Schedule, Timber List and Plan Scan toolbars.


4) Cost Schedule Settings now has three (3) Labour Rates to setup, LR1, LR2, LR3. These Labour Rates can now be used from your Cost Schedule item Labour Hours and Labour Cost calculators.


5) Scope of Works summary now allows you to enter text to a full row without jump down mid-row.


6) The Suppliers import from Xero now brings in All Contacts not just suppliers.


7)Reminder!

To activate your Price List database if you haven't already. Make sure you read the instructions first before activating.

This gives you the ability to share a centralised price list database between multiple quotes or job files with a new Update Pricing button feature next to the contract total.

This will save you a lot of time in the future.

Learn more

v1.8.7.6 - 29/05/2019

Completed


1) The Cost Schedule Item window has been rebuilt. Test it out on a new item first to see how it works!


2) A Price List database has now been implemented for cross-file price sharing and single-click total price updating. This feature once activated, allows you to update a quote/job files pricing by selecting the Update Pricing button beside the Contract Total. This feature will only be available to new quote/job files that are copied or derive from the original activated quote/job file template that the Price List database was activated from. Unfortunately, existing quotes & jobs won't be compatible with this new feature.

Note: Make sure you read the Price List database instructions first before activating it.


3) The Variations Cost Calculator QTY column now accepts up to two decimal places.


4) Cost Schedule Items that bring in the Timber List and Job Specifications Totals can no longer be deleted. However, if you remove the Auto QTY equation from inside these items you can then delete these items.


5) All Work Group & Cost Centre icons have been updated.


6) New vertical grid express that allows you to move to the top or bottom instantly.


7) Corrected an issue with Plan Scan Architrave Item Links not updating correctly when changing Architrave Items.


8) Corrected an issue with the Cost Centre Budgets not refreshing correctly after editing a Cost Schedule Item.


9) There have been multiple information text updates to various window messages throughout SoloAssist.


10) The SoloAssist Help Centre has been updated with the latest software changes.

v1.8.6.2 - 07/09/2018

Completed

1) PC and PS items can now be displayed in the Cost Schedule print out without having to display all items.


2) Markups can now be excluded from PC and PS items in the Cost Schedule print out without having to display all items.


3) Corrected an issue with print outs sometimes running off the page in certain cases.


4) Corrected an issue where Cost Schedule linked items were not displaying correctly on the Timber List.


5) Corrected an issue where Cost Schedule items could lose their link to the Timber List.


6) Corrected an issue with Cost Schedule Work Groups with commas in their names not exporting to CSV correctly.


7) Corrected an issue with suppliers displaying incorrectly in the Price List Price Rise window.

v1.8.5.9 - 19/06/2018

Completed

1) The Cost Schedule has been rebuilt with improved performance and stability.


2) The Cost Schedule now allows multiple Work Groups and Items to be deleted.


3) The Cost Schedule now has a new item selection implemented showing items turned on/off and items included in the quote.

A green circle with a tick will only show when a QTY or Quote has been entered or a Total is showing.

= Item Included in Quote

= Item On Standby

= Item Off


4) The Cost Schedule now has an advanced search feature to quickly search for items.


5) The Cost Schedule Labour Hours are now rounded to the nearest 5 minutes and whole hours and days to avoid displaying convoluted time frames.


6) The Cost Schedule can now be exported to CSV.


7) Company Details now includes another email address for Sales Invoices in Progress Payments.


8) The Job Details, client details address now has an option to use the ‘Same as Site Address’.


9) Job Specifications now has a Notes column.


10) The Progress Payments Payment Stage window now displays a Stage #. Changing the Stage # will re-order the payment stages.


11) Corrected an issue with loading older jobs.


12) Corrected an issue in the Cost Schedule where amounts entered into the Labour Cost or Material Cost fields was not showing. If you had previous amounts entered, this correction will cause your Contract Total to change. If affected, you will need to find the incorrect setup items throughout the Cost Schedule and edit them to work correctly so they aren't set up to add into the quote without a manually entered QTY, Quote or Allowance.


13) Corrected an issue in Cost Control with Budget Overrides not displaying correctly in the Cost Centre window.