Buildern Features
Document Management (10)
Proposal Creation - Bid Management
Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender)
Bid Comparisons - Bid Management
Consolidates relevant bid data for accurate and competitive bid calculations
Templates - Bid Management
Provides templated or customizable bid forms
Bid Invitations - Bid Management
Facilitates the sharing and sending of bid proposals
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Centralized Platform
Provides a unified, easy-to-access database to store, upload, and import construction plans.
Versioning
Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes.
Document Management
Stores, shares, and backs up construction plans and documents
Optical Character Recognition (OCR) Technology
Leverages OCR technology to efficiently extract data from construction documents
Linkage
Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows.
Qualifications (7)
Contactor Database - Bid Management
Stores, centralizes, and manages information about contractors and subcontractors
Compliance - Bid Management
Tracks and monitors compliance documents and adherance to relevant certificates
Contact Database - Bid Management
Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Contract/License Management
Track, store, and access client contracts or licenses
Cost Database
Collection of data related to the costs associated with various items, products, services, or activities
Construction Management (10)
Construction Software Integration - Bid Management
Easily integrates with third-party construction project management, accounting, and other construction solutions
Historical Data - Bid Management
Stores information regarding past and current construction projects
Project Management - Bid Management
Provides insight into progress of construction projects
Task Management
Create, manage and track all task activities and progression
Supplier Management
Manage all supplier data and operations
RFP Management
Manage and process incoming documents detailing requests for proposals
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Multiple Projects
Ability to handle several projects simultaneously
Accounting Integration
Integrate with a third-party accounting system
Documentation (5)
Third-Party Inspection Software Integration
Streamlines the integration between punch list software and inspection or quality managment software to improve and speed up processes.
Attachment Uploads
Supports the upload of photos and documents to punch lists for accuracy and real-time updates.
Templates
Facilitates the creation, customization, and/or generation of punch list templates.
List Generation
Itemizes mistakes, deficiencies, oversights, etc., on a nearly completed construction project.
Reporting and Analytics
Generates reports on the number of punch lists assigned to sub/contractors, the type of work that is noted in punch lists, and other actionable business insights.
Collaboration (5)
Action History
Records and tracks changes and edits to punch lists.
Notifications and Reminders
Creates and alerts key players of upcoming due dates and reminders about progress on tasks.
Messaging and Communication
Facilitates communication between key players throughout the generation and updating of punch lists.
Mobile Support
Provides a digital application of the software that can be used without internet or network connection.
Service History
Track work performed and resources used for past customers, sites, or assets
Field Management (5)
Field Collaboration
Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality.
Field Coordination
Automates the scheduling and assignment of jobs, people/crew, and equipment.
Safety Compliance
Facilitates the reviewing of incidents to ensure with policy compliance and prepare for site audits.
Field Communication
Enables conversations on mobile devices while out on the field.
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Asset Management (4)
Resource Management
Tracks and logs utilization of equipment, materials, assets, and all relevant resources; can generate daily reports.
Timesheets
Provides contractors and crew a digital timesheet to track hours; some push man-hours from daily project progress reports to timesheets.
Visual Project Tracking
Facilitates the taking, annotating, and uploading of photos from the field for real-time updates, to supllement the documentation of the progress of a project.
Reporting
Generates daily reports of project progress, worker productivity, job costs, and material usage.
Task Management (6)
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Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
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Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
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Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (12)
Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
Field Collaboration
Enables and simplifies communication on the site and between the office and field.
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Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Site Progress Monitoring
Enables the upload of site photos to existing plans to better track the progress of a construction project
Mobile Access
Enables users to access the software on the site, on a mobile device
Risk and Safety Management
Collects and analyzes data related to safety issues on site to identitfy and reduce incidents and risks.
Resource Management
Manages construction resources in real-time to keep track of and forecast future needs.
Asset Tracking & Optimization
Keeps track of utilization of physical assets, for visibility, accountability, and optimization.
Workflow Management (6)
Proposal Generation
Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities.
Integrations
Supports the interfacing of the solution to construction project management and construction accounting solutions.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
QuickBooks Integration
Integrates with QuickBooks
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Job Costing (7)
Access to Cost Databases
Provides users access to a database of historical job costs of past construction projects.
Digitizing Quantities
Provides users the ability to monitor and update project costs, and track all utilized resources
Work Breakdown Structure (WBS)
Provides users with templates that break down individual construction cost requirements into tasks.
Mobile Access
Access software remotely via mobile devices
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Logistics and Operations (10)
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Predictive Analytics
Captures and analyzes historical performance to enable the forecasting of materials and inventory needs in addition to identifying any gaps in the construction site supply chain.
Software Systems Integration
Enables the integration of the construction ERP with other construction software solutions to ensure seamless data flow and exchange.
Financial Management
Enables the controlling of costs on construction projects; unifies and centralizes the management of construction accounting, payroll, and service operations.
Contractor Management
Improves the efficiency and management of general and subcontractors and field service companies.
Project Management
Monitors task assignment and the progress of construction projects to ensure the project's timely completion.
Document Digitization
Captures all business content electronically to reduce and/or eliminate manual, process-based inefficiencies.
Supply Chain Management
Monitors and tracks the procurement and utilization of construction equipment and resources.
Business Intelligence
Captures and analyzes current performance to enable the evaluation of project and firm performance.
Workforce Management
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Data Management (8)
Cloud Storage
Facilitates the storing of construction data into cloud-hosted servers.
Data Consolidation
Centralizes previously siloed construction data and insights into an easily accessible database.
Dashboard Reporting
Tracks progress and customizable key performance indicators (KPIs) through customizable and automated dashboards.
Data Source Agnostic
Supports input of big data from a variety of diverse sources (sensors, wearables, assets, etc.).
Automated Data Collection
Generates and/or visualizes historical and real-time construction business intelligence, either from the field or office.
Pre-Construction Data Analytics
Collects data and provides deep insights into the pre-construction phase of the construction lifecycle.
Post-Construction Data Analytics
Collects data and provides deep insights into the post-construction phase of the construction lifecycle.
Report Generation
Generates and delivers reports on construction project progress.
Data Gathering (3)
Cost Calculators
Provides formulas and tools to facilitate the calculation of industry-specific costs and/or associated labor.
Enterprise Search
Leverages optical character recognition (OCR) technology to enable the search of text within blueprints.
Multiple Input Formats
Supports the uploading and input of blueprints using a variety of file types (SVG, DXF, DWG, PDF, JPEG, etc.) and sources of input (CDs, email, portable drives, etc.).
Bid Generation (8)
Collaborative Editing
Enables multiple users to perform takeoff on a single project.
Automated BoQs and BoMs
Automates calculates and generates Bill of Quantities (BoQs) and/or Bill of Materials (BoMs).
Versioning
Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.
Integration with Estimating Software
Integrates with third-party construction estimating software to supplement the overall cost management process.
Accounting Integration
Integrate with a third-party accounting system
Project Estimating
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Cost Estimating
Forecast the cost and resources required to complete a project
Additional Functionality (266)
Multiple Projects
Ability to handle several projects simultaneously
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
BIM Modeling
3D design and modeling tool enabling a virtual information model
Real-Time Updates
Receive system updates as soon as any changes are made
Takeoff
Measure digital plans to calculate labor and materials needed
Quotes/Estimates
Generate quotes or estimates for customers
Access Control
Regulate who can view information within the system
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Cost Database
Collection of data related to the costs associated with various items, products, services, or activities
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Materials Management
Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Project Tracking
Monitor the progress of projects from start to finish
Data Collection
Process of gathering, measuring, and analyzing accurate data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
HVAC Estimating
Estimating software designed for HVAC businesses
Purchase Order Management
Create, send, and track purchase orders and their statuses
Visual Assemblies
Displays a graphical view of a build assembly to visualize which portion of the project you're estimating
CAD Tools
Computer aided design to create precision drawings or technical illustrations
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Contract/License Management
Track, store, and access client contracts or licenses
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
For Residential
Specialized for organizations who focus on residential projects
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electrical Estimating
Estimating software designed for electrical businesses
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Commercial/Industrial
For commercial and industrial purposes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
What-if Analysis
Provides varying estimates based on different scenarios
Data Import/Export
Import and export data to and from software applications
Plumbing Estimating
Estimating software designed for plumbing companies
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Calendar Management
Track and manage schedules and meetings via an integrated calendar
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Cost Estimating
Forecast the cost and resources required to complete a project
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Automatic Backup
Data is backed up automatically to prevent data loss
Customer Management
Store and organize information about customers and previous interactions
Timesheet Management
Track the amount of time spent on a job or task
Customizable Reports
Alter the layout and content of reports
Job Management
Manage and track all job information and associated tasks
Scheduling
Plan availability and assign specific time slots for tasks and resources
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Electronic Payments
Electronically collect payments for goods or services
Customizable Branding
Add customized logos and colors to align with company branding
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Task Scheduling
Track and manage the scheduling of tasks
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Status Tracking
Track the status over time for a request, process, asset, or transaction
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Electronic Signature
Digitally sign online documents
Job Costing
Calculate total itemized costs, including initial costs and any changes
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Dispatch Management
Manage sending personnel and resources to a site as needed
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
For Remodelers
For subcontractors to manage remodeling projects, including estimating, job costing, and client communication
Mobile Alerts
Notifications via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
2D/3D Designing
Designs generated in either 2D or 3D format
Projections
Estimate or forecast of a future scenario based on the study of present trends
Client Management
Manage contact details and communication with clients
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Project Accounting
Manage and track financials on a project-to-project basis
Commenting/Notes
Leave comments and notes on documents for others to view
Issue Tracking
Record and follow the progress of every issue
Task Scheduling
Track and manage the scheduling of tasks
Data Import/Export
Import and export data to and from software applications
Assignment Management
Assign issues and tasks based on availability or required skills
Status Tracking
Track the status over time for a request, process, asset, or transaction
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Document Management
Store, manage, and track all electronic documents in a centralized location
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Annotations
Highlight content and/or make notations about parts of content
Punchlist/QA Walk Management
Create and conduct walkthroughs for inspection
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Add & Edit Photos
Take, upload, and/or edit photos in a system (i.e. rotate, add lines/shapes, captions, etc.)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Task Management
Create, manage and track all task activities and progression
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Inspection Checklists
Create checklists and to-do lists that can be marked during inspection
For Residential
Specialized for organizations who focus on residential projects
For Commercial Real Estate
For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings
Image Capture
Process images and automatically scan for data
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Categorization/Grouping
Organize and group data or items based on various criteria
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Mobile Access
Access software remotely via mobile devices
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Customizable Reports
Alter the layout and content of reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Storage
Store and organize documents in a centralized system
Mobile Access
Access software remotely via mobile devices
Quotes/Estimates
Generate quotes or estimates for customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Access Control
Regulate who can view information within the system
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Proposal Generation
Create proposals based on costs of labor and materials
Project Tracking
Monitor the progress of projects from start to finish
Data Import/Export
Import and export data to and from software applications
Takeoff
Measure digital plans to calculate labor and materials needed
Data Import/Export
Import and export data to and from software applications
Document Management
Store, manage, and track all electronic documents in a centralized location
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Version Control
Track revisions and updates made to files and navigate between different versions
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Job Management
Manage and track all job information and associated tasks
Real-Time Reporting
Active reporting of data and metrics
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Electronic Plans
Create and store all design plans electronically
Activity Tracking
Track and document all activities across devices, networks, and other systems
Estimating
Estimate expected cost based on various factors before a project begins
Quotes/Estimates
Generate quotes or estimates for customers
2D Drawing
Drawing and modeling designs within 2D flat dimensions
Project Tracking
Monitor the progress of projects from start to finish
Bill of Materials
Access to a library of manufacturing parts, models, and specs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Proposal Generation
Create proposals based on costs of labor and materials
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Annotations
Highlight content and/or make notations about parts of content
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Document Storage
Store and organize documents in a centralized system
Project Planning
Organize and schedule projects
Projections
Estimate or forecast of a future scenario based on the study of present trends
Real-Time Analytics
Analyze and gain insights into data in real-time
3D Imaging
Representation of any object in 3D
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Built-In Database
A system that allows access to a database structure without relying on an external program
Project Workflow
Create, manage, or update project workflows.
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Task Scheduling
Track and manage the scheduling of tasks
Assembly Takeoff
Estimate project costs based on groups of items and procedures
Customizable Reports
Alter the layout and content of reports
Status Tracking
Track the status over time for a request, process, asset, or transaction
Job Costing
Calculate total itemized costs, including initial costs and any changes
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Job Costing
Calculate total itemized costs, including initial costs and any changes
Project Tracking
Monitor the progress of projects from start to finish
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Project Accounting
Manage and track financials on a project-to-project basis
Project Time Tracking
Measure time to completion or hours worked for projects
Equipment Tracking
Track the location of specific equipment at all times
Estimating
Estimate expected cost based on various factors before a project begins
Data Import/Export
Import and export data to and from software applications
Accounts Payable
Track money owed to a company's creditors/suppliers
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Budgeting/Forecasting
Create budgets based on historical data and future projections
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Accounts Receivable
Track outstanding invoices and the money owed from clients
Accounting Integration
Integrate with a third-party accounting system
Inventory Management
Track and manage inventory levels to maintain proper supply
Quotes/Estimates
Generate quotes or estimates for customers
Purchase Order Management
Create, send, and track purchase orders and their statuses
Mobile Access
Access software remotely via mobile devices
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Customizable Reports
Alter the layout and content of reports
Real-Time Reporting
Active reporting of data and metrics
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Construction Breakdowns
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Billing & Invoicing
Create, manage, and send invoices or bills to customers
General Ledger
Centralized accounting record which tracks all financial transactions
Real-Time Data
Receive data and information in real time
Document Management
Store, manage, and track all electronic documents in a centralized location
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Multiple Projects
Ability to handle several projects simultaneously
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Timesheet Management
Track the amount of time spent on a job or task
Communications Management
Record and track all relevant internal and external communications
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Core Accounting
Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more.
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Project Tracking
Monitor the progress of projects from start to finish
Client Tracking
Track all company interactions with current clients
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Quotes/Estimates
Generate quotes or estimates for customers
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Task Management
Create, manage and track all task activities and progression
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Inventory Management
Track and manage inventory levels to maintain proper supply
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
API
Application programming interface that allows for integration with other systems/databases
Buyer Management
Track all information required to develop and sell lots in housing projects
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Project Time Tracking
Measure time to completion or hours worked for projects
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Contract/License Management
Track, store, and access client contracts or licenses
Data Import/Export
Import and export data to and from software applications
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Estimating
Estimate expected cost based on various factors before a project begins
Customizable Fields
Customize data fields to support various needs and use cases
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Forecasting
Form predictions based on past and present data/trends
Sales Approval
Ensure that quotes/invoices are correct before sending to customers
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Scheduling
Plan availability and assign specific time slots for tasks and resources
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Job Costing
Calculate total itemized costs, including initial costs and any changes
Sales Pipeline Management
Pipeline view and tracking lead status
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Contact Management
Manage, organize, and store contact information


