What is a fully featured construction management application?
Pre-Sales
Pre-sale features help businesses with all of their pre-construction needs — everything from creating accurate estimates and managing bids to tracking down leads.
Prevent prospective clients from slipping through your fingers. Track down clients ready to convert, and then win them over by standing out with a professional looking proposal.
- Pre-qualify leads before investing time into them.
- Track lead generation sources and performance metrics.
- Identify prospective clients with the highest probability of converting to a sale.
- Use reports to refine marketing and sales strategies to boost revenue.
- Quickly generate subcontractor bid requests from project specifications.
- Automatically attach necessary files and photos for bidders to review.
- Update estimates directly from winning bids.
- Provide prospects with a quick and accurate estimate.
- Track actual costs vs estimated costs.
- roject Templates to bootstrap your next estimate!
- Send fixed cost or open book proposals to clients.
- Close more deals with detailed and professional looking proposals.
- Client portals to preview and accept proposals on their own time.
Construction Project Management
Most businesses struggle to manage their schedules. With construction software, managing your project schedules couldn't be easier! Project management tools help you efficiently collaborate with clients to define the scope of work, timeline, and budgets necessary to complete the project.
- Outline the scope of work for each of your project's specifications.
- Define the budget required to complete the specification.
- Create proposals from pre-defined specs and selections.
- Share specifications with clients, trade partners, and team members, making sure everyone is on the same page.
- Assign tasks to employees and trade partners, keeping your team on track.
- Attach files, photos, and notes to daily reports to ensure everyone has the information they need to get the job done.
- A central location to manage all your construction projects.
- Create punch lists for employees and trade partners.
- Run critical path analysis on project timelines to find which tasks require immediate attention.
- Manage project schedules with calendar views, list views, and Gantt charts.
- Create daily agendas by scheduling specific times and dates for tasks to be completed by.
- Email and in-app notifications that keep everyone in the loop.
- Boost productivity by ensuring everyone knows where, when, and what they should be doing.
- Create project budgets for specifications and selections.
- Compare estimated budgets and actual costs.
- Automatically update budgets when client selections are made.
- Budget tracking to help you keep your profits!
- Store and organize plans, documents, photos, and videos in one location.
- Choose files and photos to share with clients and trade partners.
- Access important documents on-the-go from mobile devices.
- Keep your files stored on our secure servers for as long as needed after the job is done.
- Collaborate with clients and trade partners on specs and selections directly in the app.
- Organize conversations for specifications, budgets, tasks, and more!
- Check the comments on specifications and other items to prevent miscommunication.
- Keep your team on the same page with daily logs.
- Let team members contribute notes to your daily job logs.
- Selectively share the contents of job logs with clients!
Financials For Contractors and Builders
Continue growing your business by utilizing the softwares financial features to ensure you stay on budget and generate a profit!
- Create and send purchase orders to subcontractors, vendors, and suppliers.
- Prevent unwanted purchases with purchase orders.
- Track the approval and payment status of purchase orders.
- Purchase orders help you track committed costs to better understand where the money is going.
- Manage expectations of customers who always want more.
- Document changes to the originally accepted proposal.
- Use change orders to help portray additional costs to clients.
- Ensure all parties involved are treated fairly.
- Track bills and credits accrued during the project lifecycle.
- Track the payment status of each bill to determine what has been paid and what is still owed.
- Quickly compare actual costs against project budgets.
- Get paid faster!
- Create new invoices in just a few clicks.
- Progress invoicing that helps prevent you from going months without a paycheck!
- Track the status of invoices across all of your projects.
- Give up the time cards! Let employees clock in and out directly in the app!
- GPS coordinates help make sure employees are in the right location when they clock in and out.
- Keep track of which employees are currently clocked in.
- Keep track of time spent on each project!
Construction Client Management
- Build customer loyalty and protect your reputation.
- Manage client warranty requests in one place.
- Client warranty requests.
- Instant notifications when customers issue a warranty requests.
- Simplify your client selection process.
- Client selection templates for quick estimates.
- Give clients access to their own project!
- Upload files, photos, and videos for clients to view, download, or share with both family and friends!
- Communicate with clients directly inside the app.
- Keep a history of conversations with clients on specs, selections, budgets, photos and more!
- Keep all of your communications in one place.
- Avoid the "he said, she said" conversations by utilizing in-app communication!