Key Features

• Optimized Bidding: Attach estimations and specs directly to bids. Auto-load bid details to avoid double entry. Allow trade partners to update bid statuses. 
• Cost Control: Track costs against actual project bills to maintain accurate project budgets. Send verified work immediately to QuickBooks to create bills to help lighten the load on accounting employees. Create full PO items on estimates. 
• Accurate Invoicing: Create invoices from project costs and email them with a single click. Automatically sync invoices with QuickBooks and mark them completed when paid. 
• Budgeting and Forecasting: Update project costs with real-time data from budgets. Share budgets with clients without having to create cost spreadsheets. Automatically update budgets as clients make choices. 
• Punch Lists: Receive reminders about last-minute fixes and repairs. Let clients confirm the completion of tasks to keep everyone on the same page. 
• Lead Tracking: Keep lead data in one accessible location. Set scores and categories while finding interesting leads and track contact details and upcoming tasks. Stay updated about field tasks, lead acquisitions and administrative tasks. 
• Jobsite Activity: Allow field teams to input log notes using the mobile app. Create custom flags to report project issues, such as missing orders and late subs. 
• Timesheet Management: Track workers’ activities using time clock functionality. Allow team members to clock in and clock out from the web or mobile app. 
• Schedule Coordination: Integrate with iCal to access data from Google, Outlook, Yahoo or macOS/iOS calendars. Use existing schedule templates or import from other systems. Adjust schedules by typing or using drag-and-drop functionality. Send alerts and reminders to teams through email or text.  

Limitations

•  Hard to load on mobile devices. 
•  Expensive for small businesses. 
•  Steep learning curve to understand its backend processes. 
•  Challenging to integrate with existing modules. 

Suite Support

Cost of Ownership