Product Updates
Weekly updates to Fulcrum, always included with your subscription.
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This one pairs with the change order and imported bubble work. Say you roll a job from Rev B to Rev C. The Rev B drawing on the job is now out of spec and has to go, but you couldn't delete it because it had annotations and bubbles attached to it.
There's now a Revision button on the attachment menu. Upload the replacement PDF and Fulcrum copies the annotations across to the new drawing — along with operator responses and in-process tracking — retires the old drawing, and makes the new one primary. It's available on jobs and on items.
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Your drawing can be in inches while your floor records in millimeters, or the other way around. Fulcrum now keeps the two in step everywhere, instead of leaving operators to convert in their heads.
Until now, in-process checkpoints were inspected on a fixed frequency: every Nth part, with no other option. You can now pick a sampling plan per checkpoint:
Set the plan on the checkpoint in the drawing annotator, and Fulcrum works out how many parts need inspecting once the job is approved. In Job Tracking, those checkpoints collect as a Random Sample count (First Article plus Sample 1 through N) instead of a column per part, and the operation can't be completed until every slot is filled. Results roll up to the job's Quality tab, the in-process tracking download, and the FAIR (First Article Inspection Report).
One limitation: sampling plans only work on checkpoints created in the drawing annotator, not ones added the older way.
Shipment quantities used to be pinned to whatever was originally planned. So once you packed, split shipments, moved quantities around, and made a few edits, the numbers drifted out of step with reality and told you to ship more or less than you actually owed.
Shipment quantities now calculate around the ordered quantity. Split a shipment and over-pack the first one, and the second shipment adjusts that line down on its own, so the total still adds up to what the customer ordered.
Two related headaches, both fixed. Jobs with material already pulled could look like nothing had been pulled at all after about a month — once a lot was fully used up, nightly cleanup took it out of view and Job Tracking started showing the material as unpicked. And even when it was visible, there was no way to see which lot a pick came from on the job page, which is a real problem for shops that owe material-to-job traceability on an audit.
Two things to know: picks made through nesting work orders show quantities but not per-lot detail, because those picks aren't tied to a single job. And remnant receipts are left out, so you won't see a phantom "return" appear.
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A quote line's cost breakdown is captured when it's calculated — it doesn't quietly refresh when a material's vendor price changes later. Two comparable lines costed on either side of a price increase could show different totals with nothing on screen to explain why.
Quote lines now show an advisory "prices may be out of date" badge next to the existing Recalculate action whenever a material the line prices from changed after the line was last costed. It only tells you the pricing is worth a second look — it never quietly changes a quote you may have already sent.
Quotes often sit in draft for days before anyone actually sends them. The Quoted Date was frozen at creation, so it told you when you started the quote rather than when the customer got it — and the expiration window quietly shrank by however long the draft sat.
Marking a quote Sent now stamps the Quoted Date with the moment you sent it and recalculates Expiration from there, using your quote expiration window (30 days unless you've changed it). Both fields update on the form right away, stay editable if you need to override them, and the quote's history notes that they were set automatically.
The Change Order Excel template now lets you update these across many open sales orders at once, instead of opening each order individually:
Line Delivery Date and Job Due Date were already editable, so the template now covers most of what a customer actually changes mid-order.
Time Management now has a Department filter—handy for organizations with multiple supervisors or managers who want to focus on their own department's clock-ins.
When a new revision came over from Paperless Parts, Fulcrum used to copy every attachment from the previous revision, cluttering up jobs and items. A new "Copy Attachments from Previous Revisions" toggle in the Paperless integration settings gives you control. It defaults to on to preserve today's behavior, but you can switch it off so new revisions carry only their own relevant files.
Three accounting improvements landed together. First, you can no longer delete an item that still has inventory on hand—deleting used to silently wipe that inventory, which conflicts with accounting best practices and audits. On-hand items are now protected. Second, Jobs and Accounting Codes were added to the Purchase Order Lines report, closing a gap that made outside-processing receipts (recorded at $0 value) hard to report on. Third, the PO grid export now includes billed price updates, so what you download matches what you see in the app.
A new security setting adds multi-factor authentication to Fulcrum. Head to Business Setup > System Data > Security and turn on Require Multi-Factor Authentication. Once it's on, anyone signing in with email and password gets walked through MFA setup the first time, then enters a one-time code on every login after.
Codes come from any standard authenticator app—Google Authenticator, Authy, Microsoft Authenticator, or any TOTP app—so there's no extra hardware or texts to manage. It's off by default, doesn't affect SSO, and admins can reset a user's MFA if they ever lose access to their authenticator.
Bubbled drawings get busy—lots of mapped features packed close together. To make exported bubble drawings easier for your operators and customers to read, annotation downloads now include a light-blue feature highlight, a leader line connecting the balloon to the feature, and a cleaner sans-serif font. The download now matches the digital bubbled drawing much more closely.
The Quality tab now has a new Inspection Report download—formatted and ready to hand to your customers' customers. Find it under the job's Quality tab > Download > Inspection Report.
Quick note: the old "Inspection Results" download is now called Grid Download. It's the same raw Excel export of all your quality data, just renamed for clarity.
Tool Calibration lets you build calibration templates and run in-house calibrations on your tools against defined checkpoints (like IPTs). Three workflows are supported—customer-supplied, vendor-performed, and in-house.
A usage grid shows every job each tool was used on, so if a tool turns out to be bad you can trace exactly where it went and issue a recall or remeasure. An alert bell on the Tool Calibration grid sends you a digest of tools coming due, with 7-day and 30-day windows. And you can raise an NCR straight from the Tool Calibration page when issues arise.
Archie support for these changes is coming shortly.
