The Scheduler simplifies assigning employees to a specific project or task on a specific date or conversely assigning projects and tasks to staff & crews. Set expected length of work and special instructions. See who is working on which projects and tasks, and print individual & crew schedules. Monitor future workload of each employee, crews who've missed deadlines, etc.

Before scheduling an employee or crew, you must flag employees, projects and/or tasks as being schedulable.
Employees must belong to a 'crew' in order to be scheduled. Crews can be either permanent (pre-defined) or ad hoc (temporary). An employee can be assigned to more than one crew.

A crew consists of a 'crew chief' and from zero to any number of other crew members.

To schedule individual staff, use 'crews' with them being the sole member (as crew chief).

The Schedule screen displays a week at a time with the week starting from Monday.

Use the Windows File Picker from inside the register to move or rename attached files without leaving Latitude. It is as simple to use as Windows Explorer and automatically updates file references in Latitude.

Link to whole folders from the register, rather than having to link to all individual files in a folder.

Address quotes to a recipient other than the main client. Useful where several parties to a development project are to share the cost of your services. By default, Latitude uses the main contact of the job, but you can now select any business contact from a dropdown list.

Address invoices to a recipient other than the main client. Useful where several parties to a development project are to share the cost of your services. By default, Latitude uses the job billing contact, but you can now select any business contact from a dropdown list.

See who created and/or last modified each timesheet item.

Site Work Log

Conveniently record and track all field employees' work hours, expenses, equipment usage, and other job details on a single screen. At the end of a work day, the crew chief can enter a log of work for all crew members and print a copy for the client to sign. Work & expenses can then be reviewed and authorized by managers before timesheets are generated and automatically fed into the Latitude billing system.

Canadian postal codes are auto-converted from any format to “XXX XXX” no matter how they are entered.

Track and optimize business and management processes through the new Workflow register type, which records the sequence of stages of a project or job, from the initial customer contact to the delivery of services and final reports to the customer. Improves business efficiency and communication.

Track equipment issued to and returned by an employee. View a list of who the equipment has been issued to, the date it was issued, the date it was returned and who has it now, in the Equipment screen History tab.

Read-Only option to lock the Office Address field in the Business Contact screen, and the Street Number and the Street Name fields in the Site Tab of the Job screen. Once locked you can edit these fields by clicking the ellipsis (‘…’) button beside the Address label and by double clicking the Street Number and the Street Name fields in the Site tab.

        Go to Setup -> click Options2 tab -> Addresses -> tick Use complex Client & Job Site street address

Option to limit City/Suburb/Locality fields in the Business Contact and Job/Project screens to items in a lookup table.

        Go to Setup -> click Options2 tab -> Addresses -> tick Use Client & Job Site City/Suburb/Town lookup table

Option to disable automatic filling of zip or postal codes in addresses.

        Go to Setup -> click Options2 tab -> Addresses -> untick Auto-fill Zip/Post Codes based on City & State/Prov

Weekly timesheets can be printed on customizable Word templates. They can be used to give employees a hardcopy timesheet for record-keeping or payroll purposes.

Go to Timesheet -> click Preview button -> enter week start date -> click Preview to save and generate a Word document

If an employee has a standard cost rate lower than the minimum cost rate on a job, then the job minimum rate is used when they enter a timesheet on the job. This can be used to set prevailing wage rates for work types on a job

Aside from numbers, letters can now be used as job numbers counters

Go to Ribbon -> Administration -> Custom Field -> enter the Control Form = fkeyStandard -> at the bottom use "A" for the Type column

Set quote date and select an employee the quote is from

Control whether a piece of equipment can have timesheets entered for its use. Useful where you want to be able to record (and charge for) time for data loggers & instruments, but not for computers or vehicles.

Used to pick folders from the file system

New "Grid View" for Legal Descriptions

Displays legal descriptions in a grid that allows you to easily connect quadrants. It uses the Alberta Township System.

Time & Disb - Group Work Type and Rate

Fill total timesheet hours by work type and rate

Time & Disb - Group Task, Crew & Disb

Fill total timesheet hours by task and by crew and fill disbursements by task

Time & Disb - Group Task, Work Type & Disb

Fill total timesheet hours by task and group by work type and fill disbursements by task

You can now select different job and client fields to be displayed for different types of jobs.

Go to Ribbon -> Lookup Tables -> Job Type -> go to MapLink Fields column -> click "Select" button -> in the dialog, select the Fields to display

Faster filter drop-downs lists

Improved field sorting and justification

Link to whole folders from the register, rather than having to link to all individual files in a folder.

Address quotes to a recipient other than the main client. Useful where several parties to a development project are to share the cost of your services. By default, Latitude uses the main contact of the job, but you can now select any business contact from a dropdown list.

Address invoices to a recipient other than the main client. Useful where several parties to a development project are to share the cost of your services. By default, Latitude uses the job billing contact, but you can now select any business contact from a dropdown list.

See who created and/or last modified each timesheet item.

Site Visit Log

Conveniently record and keep track of all field employees' work hours, expenses, equipment usage, and other job details on a single screen. At the end of a work day, the crew chief can enter log of work for all crew members and print a copy for the client to sign. Work can then be reviewed and authorized by managers before timesheets are generated and automatically fed into the Latitude billing system.

Canadian postal codes are auto-converted from any format to “XXX XXX” no matter how they are entered.

Track and optimize business and management processes through the new Workflow register type, which records the sequence of stages of a project or job, from the initial customer contact to the delivery of services and final reports to the customer. Improves business efficiency and communication.

Track equipment issued to and returned by an employee. View a list of who the equipment has been issued to, the date it was issued, the date it was returned and who has it now, in the Equipment screen History tab.

Read-Only option to lock the Office Address field in the Business Contact screen, and the Street Number and the Street Name fields in the Site Tab of the Job screen. Once locked you can edit these fields by clicking the ellipsis (‘…’) button beside the Address label and by double clicking the Street Number and the Street Name fields in the Site tab.

        Go to Setup -> click Options2 tab -> Addresses -> tick Use complex Client & Job Site street address

Option to limit City/Suburb/Locality fields in the Business Contact and Job/Project screens to items in a lookup table.

        Go to Setup -> click Options2 tab -> Addresses -> tick Use Client & Job Site City/Suburb/Town lookup table

Option to disable automatic filling of zip or postal codes in addresses.

        Go to Setup -> click Options2 tab -> Addresses -> untick Auto-fill Zip/Post Codes based on City & State/Prov

Weekly timesheets can be printed on customizable Word templates. They can be used to give employees a hardcopy timesheet for record-keeping or payroll purposes.

Go to Timesheet -> click Preview button -> enter week start date -> click Preview to save and generate a Word document

If an employee has a standard cost rate lower than the minimum cost rate on a job, then the job minimum rate is used when they enter a timesheet on the job. This can be used to set prevailing wage rates for work types on a job

Aside from numbers, letters can now be used as job numbers counters

Go to Ribbon -> Administration -> Custom Field -> enter the Control Form = fkeyStandard -> at the bottom use "A" for the Type column

Set quote date and select an employee the quote is from

Control whether a piece of equipment can have timesheets entered for its use. Useful where you want to be able to record (and charge for) time for data loggers & instruments, but not for computers or vehicles.

Used to pick folders from the file system

New "Grid View" for Legal Descriptions

Displays legal descriptions in a grid that allows you to easily connect quadrants. It uses the Alberta Township System.

Time & Disb - Group Work Type and Rate

Fill total timesheet hours by work type and rate

Time & Disb - Group Task, Crew & Disb

Fill total timesheet hours by task and by crew and fill disbursements by task

Time & Disb - Group Task, Work Type & Disb

Fill total timesheet hours by task and group by work type and fill disbursements by task

You can now select different job and client fields to be displayed for different types of jobs.

Go to Ribbon -> Lookup Tables -> Job Type -> go to MapLink Fields column -> click "Select" button -> in the dialog, select the Fields to display

Faster filter drop-downs lists

Improved field sorting and justification