Fully Featured Construction Application
Pre-Sales: Leads - Bids - Estimates - Proposals
- Pre-qualify your leads before investing time into them.
- Track lead generation sources and their performance.
- Identify leads with the highest probability of converting to a sale.
- Use reports to refine marketing and sales strategies boosting your revenue.
- Quickly create bid requests from project specifications.
- Attach necessary files and photos for your bidders.
- Update estimates directly from winning bids.
- Provide your prospects quick and accurate estimates.
- Compare actual costs to estimated costs.
- Save entire projects as templates to use as a foundation for quick estimates on future projects.
- Build a library of specifications. Quickly add specs to new and ongoing projects.
- Turn estimates into detailed proposals in a matter of clicks.
- Close more deals with detailed and professional looking proposals.
- Give clients access to preview and accept your proposals in their own time.
Electrical Project Management
- Reduce misunderstandings by providing precise and detailed information for clients and trade partners.
- Plan your budget required to complete the job.
- Assure everyone involved understands the expectations of the end user.
- Assign tasks to employees and trade partners, keeping your team on track.
- Attach files, photos, and notes to ensure everyone has the information they need to get the job done.
- Manage tasks across all of your projects in one location.
- Create punch lists for employees and trade partners.
- Multiple views of the schedule including a Gantt chart help manage all of your projects timelines.
- Manage your schedules with multiple views including, calendars, list views, and gantt charts.
- Choose specific times and dates for tasks to be completed by.
- Notify others when you assign or update tasks for them.
- Boost productivity by ensuring everyone knows where, when, and what they should be doing.
- Define the budget for each specification in your project.
- Compare estimated budgets to actual costs.
- Update your budgets when clients make decisions.
- Budget tracking features to help you never go over budget again.
- Organize plans, documents, and photos in one location.
- Choose files and photos to share with clients and trade partners.
- Access important documents on-the-go from your mobile devices.
- Communicate with clients and trade partners on important topics directly in the app.
- Start discussions on individual tasks, bid requests, and more.
- Ensure everyone is in agreement to moving forward.
Financials For Electricians
- Create and send purchase orders to trade partners, vendors, and suppliers.
- Track the approval and payment status of each purchase order.
- Purchase orders help you track committed costs to better understand where the money is going.
- Document major changes to the originally accepted proposal.
- Manage expectations of customers who always want more.
- Use change orders to help portray additional costs to your client.
- Ensure all parties invovled are treated fairly.
- Track your bills and credits accrued during the project.
- Track the payment status of each bill.
- Compare a project's actual costs against its budget allocation.
- Create new invoices in just a few clicks.
- Track the status of invoices across all of your projects.
- Get paid faster!
- Give up the time cards! Let employees track hours directly in the app!
- GPS coordinates for clocking in and out.
- View which employees are currently clocked in.
Electrical Client Management
- Build customer loyalty and protect your reputation.
- Manage client warranty requests in one place.
- Let clients issue warranty requests directly inside the app.
- Get notified when customers issue warranty requests!
- Simplify your clients selection process.
- Create a choice catalog for each of your projects.
- Let clients make selections in their own time!
- Give clients access to their own project!
- Let clients login to make decisions in their own time, freeing up yours to focus on other tasks.
- Upload photos for clients to view, download, and share with friends and family!
- Communicate with clients directly inside the app.
- Let clients start discussions on specs, selections, and photos!
- Keep all of your communications in one place.