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Procore

Release Notes

The following section describes notable changes to the Esticom product in Procore. 

Recent Changes

New 'Weight' Parameter for Takeoffs (08/06/2021)

When adding a takeoff in Esticom, you can now select 'Weight' as a unit of measure for Area and Vertical Wall Area takeoffs. This allows you to input an amount of pounds per square foot for an area. This information will be reflected on the relevant estimate in the Estimating tab. You can also convert existing takeoffs to weight on estimates. See the release page for more information.

'Other' Cost Type in Esticom renamed to 'Custom' (08/06/2021)

For new and existing material catalog items in Esticom, the 'Other' catalog type now appears as 'Custom'. See Add Items to a Material Catalog in Esticom.

New 'Additional Parameters' Tab for Takeoffs (07/09/2021)

When adding or selecting a takeoff in Esticom, you can now select additional parameters to capture details for more complex takeoffs. The available parameters depend on the takeoff type, and include options such as Volume, Slope, Paint, Piece Size, and Perimeter. See the release page for more information. 

Updated Import Experience for Material Catalog Items (07/01/2021)

The import process in the Material Catalogs section of Esticom has been updated to allow for even easier imports. You can download a template from Esticom that you can use to import material items from an Excel file, or import items directly from Procore or one of the following integrations: Trade Service, TigerPaw, or QuickBooks. See the release page for more information.

New Options for Take-Off Toolbars (06/01/2021)

The toolbars in the Take-Off section of Esticom can now be moved or collapsed to provide more room in the viewer while performing takeoffs. Both toolbars now have an arrow to expand or collapse the toolbar, as well as an option to dock to the other side. See the release page for more information.

Add Additional Catalog Items to an Assembly Item (04/16/2021)

A new 'Items Included' section has been added for assembly items in the Material Catalogs in Esticom. This allows you to add additional catalog items of any cost type to assembly items. See the release page for more information.

Select from Multiple Customers for a Bid Export (03/31/2021)

Esticom has added a Customer field to the 'Show Bid' page that allows you to easily select the customer you want to send a bid to. Instead of having to go back to the project's Details page to change the customer, you can now select a specific customer directly from the Show Bid page each time you export the bid. After a customer is selected, the name and contact information is automatically replaced for the bid export. See the release page for more information.

Rename Project Stages (03/31/2021)

The Company Settings page in Esticom has been updated to allow you to rename project stages in Esticom. Any changes made to the project stage names will be reflected in Esticom, including any stages that are currently hidden. See the release page for more information.

Change the Cost Type of Items in the Material Catalogs (03/31/2021)

In addition to the Part and Assembly item types that were already available, Esticom now supports the following cost item types: Other, Equipment, Travel, Subcontractor, and Labor. This means you can change the cost item types for items as needed, even after importing items to Esticom. You can also choose from any of these cost item types when adding a new item to the Material Catalogs. See the release page for more information.

Export Takeoffs to the Drawings Tool in Procore (03/24/2021)

You can now export a project's takeoffs from Esticom directly to the Drawings tool in Procore. This feature is available for Esticom projects that already exist in Procore. If the project is not in Procore yet, you will need to export the budget from the Estimating page of Esticom, which will create the project in Procore. See the release page for more information.

You can choose to export selected pages or all pages from Esticom. The export process works in the same way that a PDF upload works for the Drawings tool in Procore. After the takeoffs have been exported to Procore, you will see the progress in Procore's Drawings tool. When the drawings are ready to review, you will need to finish the post-processing in Procore manually (set revision, discipline, etc). See Review and Confirm Drawings

Automatic Numbering for Cable Drop Takeoffs (03/17/2021)

An automatic numbering function has been added to the Takeoff section of Esticom for Count by Distance and Linear with Drop takeoff types. You can now choose a prefix and suffix and the information will automatically be labeled as you add points to the takeoff.  See the release page for more information. 

Add a PDF Attachment to a Materials Catalog Item (03/17/2021)

You can now upload a PDF to attach to a new item in the Materials Catalog. After adding the PDF to the item, it can be easily viewed and downloaded. See the release page for more information.

Select a Color and Symbol for a Catalog Item (03/10/2021)

The Material Catalogs section in Esticom has been updated to allow you to select a color and symbol for new and existing catalog items. You can choose from default colors and symbols or custom ones. See the release page for more information.

New 'Insert Point' Mode for Takeoffs (03/01/2021) 

A new 'Insert Point' mode has been added to the Take-Off page in Esticom. After entering this mode, you can insert additional points to an element in order to adjust the shape. Previously, additional points could only be added to takeoffs while holding down the SHIFT key on a keyboard. Having a dedicated mode for inserting points makes the feature easier to find and use. This functionality is available to use on existing 'Area' and 'Linear with Drop' takeoffs. See the release page for more information.

Add and Apply Tags to Takeoffs (02/19/2021) 

You can now create your own tags and apply them to existing takeoffs in Esticom. For example, you might choose to create tags for different statuses, such as 'In Progress' and 'Completed'.  

Note: Only one tag can be applied to a takeoff at a time. Tags that are currently in use are shown in a drop-down list for the Tag field so that they can be quickly selected for other takeoffs. If you remove a tag from all takeoffs it was added to, it will no longer appear as an option in the Tag field list to select. A tag can be removed by deleting the text in the Tag field for the takeoff. See the release page for more information.

Show and Move Piece Grids for Area Takeoffs (02/17/2021) 

You can now view a grid for an area based on the piece size that you enter during takeoff. The grid from the area can also be moved to help visualize the amount of pieces that will be needed. See the release page for more information.

Add Cover and Appendix Pages to a Bid (02/12/2021) 

You can now add cover and appendix pages to bids in Esticom from a new 'Cover and appendix pages' section on the Company Settings page of a bid. After selecting an attached PDF file for the cover and appendix sections, the pages will be included at the beginning of a bid export. See the release page for more information.

Keyboard Shortcuts Added to Takeoffs (02/12/2021) 

Multiple keyboard shortcuts have been added to the Takeoff page in Esticom. For markup tools with multiple options (such as the Line tool), you can press the same key to toggle between the different options. See the release page for more information.

Create Purchase Orders and SoV in Procore from Esticom Estimate (02/04/2021) 

Accounts using the Procore/Esticom integration can now create a purchase order (PO) for a Procore project directly from the estimating screen in Esticom. The Schedule of Values (SoV) with Unit-based values is automatically created from the estimate, and any estimate type can be used to generate the SoV.

Previously, users needed to manually enter data or use CSV exports and imports. This release ensures that users can create a PO SoV contextually with their quantity-based estimate while performing a takeoff/estimate. See the release page for more information.

New 'Use Tax' Setting for Estimating (02/03/2021) 

In order to accommodate regions that charge tax on material cost, a Use Tax setting has been added to the Summary section of the Estimating page. See the release page for more information.

Include or Exclude Alternates from Primary Bid Total (02/03/2021)

An option has been added to Esticom allow you to include or exclude alternates and change orders totals from the final bid total. This allows you to choose whether to include these costs in the final bid total, while still having the alternates and change order amounts visible on the bid. See the release page for more information.