Bulk Work Order Import & Crew Assignment

Hello ECI Bolt Development Team,

I would like to submit a feature enhancement request for ECI Bolt Solutions that would significantly improve efficiency when managing large volumes of construction work orders.

Proposed Feature: Bulk Work Order Import, Crew Assignment & Take-Offs

The goal is to allow users to import multiple work orders simultaneously using an Excel or CSV spreadsheet, rather than having to enter or update each work order individually.

Ideally, this feature would include the following capabilities:

1. Bulk Work Order Import

• Import hundreds of work orders at once using an Excel or CSV template.

• Identify work orders by their unique job or work order numbers.

• Create new work orders or update existing ones.

• Validate imported information before processing.

2. Bulk Crew Assignment

• Assign a specific crew or subcontractor to each work order during the import process.

• Allow different crews to be assigned to different work orders within the same spreadsheet.

• Update crew assignments on existing work orders.

3. Take-Off Information

• Import take-off quantities for selected work orders.

• Include quantities such as slab square footage, driveway square footage, leadwalks, citywalks, and other applicable construction items.

• Allow different take-off items and quantities for each work order.

• Leave take-off information unchanged for work orders that do not require updates.

4. Crew Payment Amounts

• Assign a specific payment amount to the crew for each work order.

• Support either a fixed payment amount or a quantity-based calculation.

• Allow multiple work orders to be assigned different payment amounts in one import.

• Ensure the amounts are associated with the appropriate crew and work order.

5. Import Review and Validation

• Provide a preview of the spreadsheet before importing.

• Identify missing job numbers, invalid crew names, or incorrect take-off information.

• Display a summary of successful imports and any errors.

• Prevent duplicate work orders or unintended changes to existing information.

Business Benefits

This enhancement would substantially reduce manual data entry, improve accuracy, streamline crew scheduling, and simplify the management of subcontractor payments.

For companies handling hundreds of residential construction jobs, the ability to update work orders, take-offs, crew assignments, and payment amounts through one spreadsheet would be a significant time-saving improvement.

I would appreciate knowing whether this functionality is currently available, under development, or could be considered for a future ECI Bolt release.

Thank you for your consideration.