Key Features

• Accounting: Approve, deny or modify invoices to streamline financial procedures. 
  • Reporting: Generate financial reports monthly, quarterly or annually to help prevent negative cash flow. 
  • AP Processing: Create and assign AP invoices to projects to help manage finances efficiently. Receive alerts about missing compliances, budget overshoots or overpayments to avoid costly mistakes. 
  • Financials: Automatically update transaction statuses of multiple companies to eliminate data entry errors. 
  • Billing: Automate billing processes to help save time. Create and send billing reports to clients to maintain transparency. Mark pending AP invoices to bill now, later or never to manage budgets effectively. 
• Job Costing: Access job costing data and gain visibility across projects in real time. 
  • Dashboards: Receive real-time updates about project statuses. View cost and revenue summaries to gain insights about financial activities. Track KPIs, outdated items and approvals from a centralized dashboard. 
  • Forecast Models: Track and compare original contracts to current costs to make smarter decisions. Request budget transfers electronically to keep projects on track. 
  • Drill-Down Capabilities: View accounting-related details such as job and cost types, cost items, and CSI divisions. 
• Project Management: Handle project-related activities using mobile devices. 
  • RFI Tracking: Create and send RFIs to clients with just a few clicks. Allow clients to review and respond to RFIs with solutions, approvals and suggestions from mobile devices. 
  • Submittals: Add drawings, mock-ups, product sheets, samples and other relevant documents to project folders to create submittal packages. Enable clients to instantly review and approve submittals through the mobile app. 
  • Daily Logs: Track workers’ actions, manage job directions and identify potential issues. Allow team members to upload job site photos and record weather delays and materials deliveries to job logs. 
  • Change Orders: Create proposals linked to change orders, enabling clients to review and approve them using internet-enabled devices. Automatically upload approved change orders to eliminate manual data entry. 
• Compliance Management: Restrict subcontractors payments until key documents are uploaded into the system. Notify accounting teams about expired or missing documents. Categorize compliances by vendors, subcontracts and sub payments. 
• Document Control: Search and filter documents by jobs and file types. Store project documents securely with version control and auditing capabilities. Create custom folders to find documents quickly. 
• Equipment Management: Manage and track stocks and materials from an accessible location. Use purchase order receipts to track deliveries. Assign markups by hours, days, weeks or months to help bill accurately. 
• Subcontracts: Create customized AIA forms including clauses and signature lines. Attach necessary documents to subcontracts and send them through email. Allow subs to approve or decline agreements in real time without additional fees. 
• Timesheets: Allow employees to clock in and out using the mobile app to promote a paperless environment. Edit and approve time entry submissions from a single screen. Track workers’ locations using GPS technology. 

Limitations

•  Creating invoices can be time-consuming. 
•  Limited reporting capabilities. 
•  Users can experience frequent crashes. 

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