Key Features

• Project Management: Take control of a range of tasks such as bidding, purchasing, invoicing, time tracking and more. 
  • Purchasing: Select items from budgeted lists to create purchase orders. Alter, edit and send purchase orders to vendors from the system itself. Allow foreman to request materials and reimbursements directly from the system. 
  • Subcontractor Management: Track outstanding subcontracts and send work orders to vendors through email. Record payments made to subcontractors and check them against subcontracts. Receive alerts about expired compliance documents. 
  • Scheduling: View scheduled and unscheduled work, completion deadlines and expected labor requirements in real time using the job board tool. Allocate resources to jobs using drag-and-drop functionality. 
  • Document Control: Store data in an accessible location. Grant document access permissions to authorized users.  
  • Submittals and RFIs: Attach photos and documents to RFIs. Notify clients about pending RFIs through email. Send submittal packages electronically to clients. 
  • Change Orders: Send change order requests to customers to avoid disputes. 
• Financial Management: Identify problems to keep projects on track and on budget. 
  • Job Costing: Manage job costs throughout the entire lifecycle of a project. Gain valuable visibility about material statuses and track issues like deadlines that need a quick follow-up. 
  • Reporting: Generate reports to gain insights about project statuses. Run reports to identify jobs generating high revenue.  
  • Invoicing: Complete AIA forms by entering a percentage of completion by line item. Handle reconciliations to create accurate bills. 
• Mobile Flexibility: See how crews are performing from across the country. Generate proposals using mobile devices.  
• Accounting Integration: Import project data into QuickBooks to create accurate estimates. 
• CRM: Track opportunities to manage the sales pipeline using CRM tools. Move leads into the production stage to help managers schedule tasks. 

Suite Support