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February 2024

New Year, New Features

Get Notified on Service Requests

Using Service and Calibration? Hop into your settings and sign up for email or SMS notifications when new service requests are created. 

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Don't wait. Get Custom Report notifications.

Are you building a custom report with lots of data? Build it and then move on to something else. When it's done, you'll see a new notification and can click from there to your report when it's ready. 

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January 2024

Same company. Same platform. Sharp new look.

ToolWatch has rebranded to Align.

ToolWatch has rebranded to Align. Our mission is the same. To make construction safer, more productive, and more profitable and we will continue do this by providing operations software solutions to the challenges contractors face everyday around asset, labor, and safety management. Align arms contractors with the tools to strengthen your operations in support of more consistently successful projects and better business outcomes like increased profitability and reduced risk.

The biggest change — we will communicate with you from Align Technologies email address moving forward. Please safe list our new email domain @aligntech.co to make sure you get all our communication!

Questions? Reach out to your Customer Success Manager or send an email to support@aligntech.co.

And stay tuned for more product updates!

December 2023

Highlights from notifications and custom reports

Don't wait. Get notified on job cost calculations.

Now you can sign up for a notification for when job cost and billing calculations are complete. Start your calculations, move on to other things, come back when you are notified. 

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Find blanks in your custom reports.

Clean data you can trust is essential to construction operations. Now you can use blank values in custom reports to filter down on data that need to be, but isn't there. 

November 2023

All the new and improved in November

See the gear icon? Choose your columns!

Now available on all tables in the platform: 

 

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Just look in the lower right-hand corner of any table in the platform and you can configure your view. 

Select your VIN, License Plate and State Fields

VIN, License Plate, License Plate State are now available options in the item browser column selector:

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Item Details Now with Replacement Cost

Easily access replacement cost information while viewing the details of your assets: 

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Navigation and Permissions Updates

Platform Navigation

Platform Navigation. What does that mean? No more portals!!! We have now combined all the features that were split across the three different portals and combined them into one. That does mean that some items that you may be used to navigating to in a certain area have moved. This was done so that we could keep the navigation pane on the left organized in an easy-to-use way. We will be doing a phased release, so if you don’t see changes to your navigation yet, you will soon!

Nav

 

Platform Roles and Permissions

Platform Roles and Permissions is a significant revamp to the interface for creating and editing user roles in the platform. The changes that have been made are intended to drastically reduce the time and effort it takes to create and edit roles in the platform. We will be doing a phased release, so if you don’t see changes to your navigation yet, you will soon!

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October 2023

Platform Updates

Data Update Coming: Your Equipment Assets = Equipment Type

Data classification is important for supporting your employees in a more efficient workflow, in better reporting and informed decision making and in feeling good about the integrity of your data. Our platform has long had the option to classify your assets as Tools or Materials, Kits or Bulk Items. And now, as our customers’ needs grow and evolve, we have introduced Equipment as an asset type. Everyone’s data will be updated for you so that you don’t have to. Assets that are utilizing fields in the item detail equipment tab such as license tag, vin, meter, etc. will be transitioned to equipment. Once this is complete, you can start taking action on reporting on and informing your decision making when it comes to how you manage your equipment. Stay tuned for more on this, and on Equipment Management in our platform!

Select columns to display on rate sheets

Tired of seeing every single column available on a rate sheet in Cloud? Want to target your rate sheet interaction to only the data points you need to review or update? The power is now in your hands - select columns to display is now available!

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Paste images in Cloud now available

As simple as using CTRL V!

 

TW App Updates

Count Inventory added to the Field App

The Count Inventory functionality now exists in both the Field App and Warehouse App. Field Users can create Bar Code Scannable counts for projects without having to switch back and forth between Warehouse and Field Modes.

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Integrations Updates

Spectrum integration now appends division

Are you using Spectrum and reporting by division? In the past you had to manually add division number to each employee, location and cost center. Now. the Align Spectrum integration description field appends division number to location, cost center and employee so there's no more manual work. 


September 2023

Platform Updates

Collaborate is now on the Align App

Collaborate - a new messaging feature in Requests which allows you to manage communication on individual requests between the field and warehouse.

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Did You Know?

An easy way to distribute Custom Tool and Custom Billing reports

A special thanks to our Solutions Engineer, Jay Shattell for breaking this down!

*Note: custom reports and scheduled custom reports are for Enterprise customers

Follow these steps and you can deliver a single tool report to all Superintendents and a billing report that will deliver to both PMs and Superintendents showing tools and charges relevant to their projects.

Tool Report distributed to Assignment Supervisors

Create a Custom Report

  • Using the Tool Browser type or edit a pre existing custom report of the same type
  • Add and sequence the available fields based on the information you want represented in the report
  • Apply any filters needed to control the information represented

IMPORTANT

  • Add the following filter - SupervisorEntityId in the Tool Browser Type Report - and set the value of the filter to CurrentUser (once this filter is set it is likely may that the records will no longer be displayed, this is to be expected and any relevant records will be displayed when the report is delivered)

  • Save the report

Schedule the Report

  • Create a new schedule
  • From the Type drop-down, select All Supervisors
  • Choose between HTML or PDF formats
  • Set the Frequency and Time/Days
  • Save 

Custom Billing Reports distributed to Cost Center Managers AND Assignment Supervisors: Monthly Posted Charges - PMs and Monthly Posted Charges - Superintendents

You will need 2 Versions of this report, one to distribute to Superintendents(Assignment Supervisors) and one to distribute to PMs(Cost Center Managers)

Create the Billing Report For Project Managers

  • Create a Custom Report using the Billing report type or edit a pre-existing custom report of the same type
  • Add and Sequence the available fields based on the information you want represented in the report
  • Apply any filters needed to control the information represented

IMPORTANT 

  • For Supervisors - Add the following filter - AssignmentSupervisorID - in the Billing Type Report.
  • For PMs - Add the following filter **CostCenterManagerId and set the value of the filter to CurrentUser**
  • Save the report

Create the Report for Superintendents

  • Follow the same steps listed above
  • For Superintendents - Add the following filter AssignmentSupervisorId and set the value of the filter to CurrentUser
  • Save the Report

Schedule the Reports

For PMs
  • Create a new schedule
  • From the Type drop-down, select All Users
  • Choose between HTML or PDF formats
  • Set the Frequency and Time/Days
  • Save

For Superintendents

  • Create a new schedule
  • From the Type drop-down, select All Supervisors
  • Choose between HTML or PDF formats
  • Set the Frequency and Time/Days
  • Save

Once the reports are created and scheduled, any additional supervisors and Cost Center managers added into ToolWatch should receive these reports accordingly.

Boom!


August 2023

Platform Updates

Use GeoTab?

We’ve recently launched an integration with GeoTab that’s easy to set up and works directly with your GeoTab account. While we will expand our integration in the future, starting today, you can pull critical information over for your equipment and fleet assets right into the platform including: 

  • Meters
  • Engine hours
  • GPS Location
  • VIN
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Get a bird’s eye view of your asset on a map, right in your ToolWatch platform view. 

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Contact your customer success manager to learn more!

Document Central has arrived

Introducing Document Central - the ultimate solution for EHS customers to effortlessly centralize and manage their critical files in a secure and user-friendly document repository. 

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Seamlessly navigate, track revisions, and restore deleted items with ease, empowering your team with unparalleled control.

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Plus, with our cutting-edge EHS mobile app, your field users can access these vital documents on the go, ensuring safety and compliance are always at their fingertips.

ToolWatch EHS unified app experience

The new ToolWatch EHS unified app makes it simple for construction businesses to manage their safety protocols and compliance.

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July 2023

Platform Updates

Message, Communicate, Collaborate!

 

Available today on pick tickets, transfers and Requisitions in Cloud and Field App. Broader Platform and Mobile App availability coming soon. 

Collaborate is a messaging feature that allows users to communicate on Requisitions, Pick Tickets, and Transfers. Comments can be made in a ticket to allow better communication across teams.

Comments made in a Requisition will follow the Requisition to Pick Ticket and then Transfer, living together the whole way.

Messaging Center and Collaborate (1)

 

Custom Dashboards for Enterprise customers

Enterprise customers can now create and publish visualizations of Custom Report data, giving them the ability to display critical data points and insights to help them manage their day to day 

Decimal points have arrived
Cloud users can now enter half hours and decimal places for service hours in work orders. Sweet!

June 2023

Platform Updates

Introducing the new, roomier, transfer browser

We hear you. You need your space. The transfer browser now has an optimized layout so you can see more and do more. 

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Don't worry - it won't stop here. We'll roll out a new optimized layout for all browsers across the platform. Stay tuned!

Did You Know?

You can transfer an asset to designate it as Personal Issue (PI)

Sometimes your employees work with assets that are assigned to them throughout their tenure (e.g., keys, cell phone, PPE). These items may be designated as “Personal Issue” (or PI) in ToolWatch. 

Enterprise customer? You can use Custom Reports to identify all items with the personal issue flag set. 

How do you do that? 

  1. Open a Transfer Ticket.
  2. Add the asset to this transfer
  3. Find the asset on the Transfer Ticket. Click on the box under the column PI to assign this tool as Personal Issue. You should see a checkmark in the box.
  4. Process this ticket. This tool now shows the PI designation in its Tool Record, on future transfers, etc.

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Quantity items should not be retired

Retiring a quantity inventory record does not provide any value and can sometimes cause confusion. 

The best practice for quantity inventory items is to perform an inventory adjustment. Performing an inventory adjustment on quantity items is a more accurate reflection of your real-world inventory and will help you keep your data clean and useful. 

Billing streams are like light switches

Sometimes our customers ask "why do I have items that are still being billed on the billing browser"?

If this is happening to you, you have an open billing stream that was not closed on a transfer.

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Think of billing streams and a light switch. When a cost center is on the TO side of a transfer, that’s flipping the light switch ON. When a cost center is on the FROM side, it is flipping the light switch OFF.

In the billing browser, you can view the details of that open billing stream and find the transfer that flipped the switch to open the billing stream. All you have to do is process that transfer with that cost center on the From side of the transfer and the date and time after the original billing stream was opened. 


May 2023

Platform Updates

New Table Interactions
  • Infinite scroll
  • In-row action items on right click
  • Bulk actions with multi-row select

  • Customizable columns & set your own column widths and enable text wrapping

In-Column Filtering

Get to your items fast!

 

 

 

Exact Match

Easily navigate to the exact item you need to find!

 

More options for more favorites

Did You Know?

Customize your export
  • Create the item browser view you need by customizing your columns
  • Take the action to export
  • Choose User Defined and get your customized view

 

Coming Soon

Align EHS
  • The new Align environmental, health, and safety (EHS) compliance module makes it simple for construction businesses to manage their safety protocols and compliance.
  • Designed for construction organizations of all sizes that need to manage safety procedures and compliance.
  • Simpler for construction firms to monitor safety compliance that affects all areas of the business and creates more visibility/accessibility for all teams
Custom dashboards for Enterprise customers
  • Create custom dashboards for the System Dashboard, Service and Calibration, Pick Tickets and Transfers, and Purchasing areas.
  • Easily create and customize your own dashboards with the specific information and metrics that matter most to you and your team.

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