Key Features

• Project Management: Build a collaborative work environment to help streamline project processes. 
  • Change Orders: Create a reference list of previously established prices of project change orders. Reduce confusion as to where project pricing is coming from and create organized change orders. 
  • Submittals: Create and track submittal packages to help capture critical metadata.  
  • RFIs: Receive, track and share RFIs to maintain up-to-date activity logs. 
  • Scheduling: Integrate with Microsoft Project to import and export project documents. Access information off-site using the Gantt scheduling tool. 
• Subcontractor Verification: Run reports to identify any subcontractors whose credentials have expired. 
• Integrations: Integrate with Autodesk, PlanGrid, Levelset and DocuSign to help optimize project tasks. 
• Punch Lists: Make last-minute safety checks and pass on completed products to project owners. 
• Financials: Create commercial invoices and manage project budgets. 
  • Cost Plus Billing: Provide clear job costs documentation including employee expenses and subcontractor payment applications. Allow project donors to request documentation for monthly billing. 
  • Invoice Approvals: Validate vendors’ credentials such as invoices and insurance documents. Record and combine T&M sheets into invoices to generate accurate bills. 
  • WIP Reports: Access project information in real time to help organize finances efficiently. 
• CRM: Manage and track leads to build customer relationships. Convert leads into projects to create bids with just one click. Manage opportunities and compare competitive scores using an opportunity management reporting tool. 
• Reporting: Generate daily reports to help maintain visibility throughout the enterprise. Identify issues before they become critical problems. 
• Field Management: Allow workers to log hours using the mobile app. Capture images from the field and attach them to daily reports. Forecast weather conditions to keep projects on track. 

Limitations

•  Offers limited training resources. 
•  Slows down and freezes at times. 
•  Updates are difficult to understand and execute. 
•  The submittal process is time-consuming and cumbersome. 

Suite Support