Summary of Recording Links
When the recording begins, we suggest that you click the Full Screen button located at the top right of the Share pod. At the bottom of this Share pod, there is a slide bar that you can use to quickly locate parts of the webinar you wish to view.
Recording Topics and Links
1. New Caltrans Website and Links
2. New User Setup and Orientation
1. Labor Rate Update
a. No reason to not get it setup now and update rates when you get it.
b. If you need help - please email for help - be specific if you have a situation different than you currently have setup for.
2. Labor Rate Book - Missing in Job Setup
3. New Labor Rate Set
4. Non-Caltrans Labor Surcharge Rate
5. Bounced Emails - Bad Email Addresses
a. First of All - logged in user is BCC (blind copied automatically)
b. Check for typo in Job Setup or one time on the fly adding an email address
6. Pre-Bill Module / HCSS HeavyJob 2019 Release - Looks like mid July - in the meantime, if interested
a. Watch March monthly webinar
b. Start checking to make sure ID CODES match for Equipment, Employees, Job Cost Codes, and Jobs
c. For Employee Codes - if HJ has only the Employee Numbers and EWBills has Last and First Name letters plus Employee Numbers we have ways to handle that.
7. FTP Manager - do your business and get out because FTP connection has a short time out
8. FTP - see Note Tab
9. FTP - strange glitch after submitting to Caltrans
a. .DAT file was processed and renamed to .OLD
b. No .TXT error file presented
c. But billings in the .DAT file did not show up in iEWB
d. Some disconnect happened on the iEWB side -- solution was to try it again -- then it worked.
10. Billing submittal from Subcontractor to Prime Contractor
a. Both must be using EWBills
b. Owner and Contract Number must match and each other company should be linked in the Company master list
11. Company Names in master list only need once - no need one for Contractor and one for Vendor/Material Supplier - if both just create or make it a Contractor Type
12. Internet Explorer - only critical when:
a. Connecting the Caltrans iEWB
b. Installing the EWBills Cloud Launcher
Written Testimonials for our website are always appreciated if you have one for us.
New Pre-Bill Module (PBM) - we walked through the use of PBM starting with
1. HCSS HeavyJob - Setup, Timecard Transactions, and Exporting
2. Pre-Bill Module - Setup, Acquire Export File, Evaluate Data, Transform/ Import Data, Prepare adjustments, and Transfer into EWBills
3. EWBills - See transferred bills in the Billing Worksheet
We want to give special thanks to guest co-panelists from HCSS - on the user technical support side, D'Lexius Shed, Business Solution Analyst - Operations and on the programming/solutions side, Scott Goff, Business Analyst / Implementation Specialist.
Payments
Job Bills: We took a tour of the Job Setup updates and talked about the impact of the many setups can have on creating, submitting, and reporting your job bills.
Click image below to open up this mindmap that was used during the webinar to give an overview of the updated Job Setup Tour.
