Key Features

• Sale Process Management: Simplify quote creation and use templates to create and send proposals to get projects.  
• Integrations: Integrates with QuickBooks Online and Desktop to manage contacts, budgets, purchase orders and invoices. Also integrates with Xero to manage accounting from mobile devices.  
• Financial Statements: Record payment history, actuals vs. budget, subcontractor invoices, order analysis and outstanding invoices. Send a detailed draw request for payments.  
• Meeting Minutes: Record conclusions, meeting details, action to be taken and attachments presented during the meeting.
  
• Project Poster: Distribute documents and simplify interactions with contractors in the field. Access documents and schedules in real time, report incidents and progress, and upload photos. Does not require training, log in or app installation.  
• Drawing Management: View drawings and their revisions and create redline notes, private notes, client changes, electrical markups and corrections. Link photos, tasks, change orders and enter list items within the drawing to reduce errors.  
• Budget Management: Connect schedule phases, purchase orders, change orders, selections and specifications to their respective budget codes to control costs.
  
• Bid Management: Reduce time taken during the bidding process. Create bid packages with selections, drawings and relevant specifications. Send reminders, revisions, addendums and clarifications.
  

Limitations

•  Occasionally registers lags and minor glitches.  
•  Does not support customizations like text formatting and list building.  
•  May have a steep learning curve.  

Suite Support