Contractor+ Features
Before the Job (4)
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Calendar
Uses the calendar tool to determine field workers who are free for the job.
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Dispatch
Notifies field service workers of their upcoming assignments.
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Roles
Allows users to see tasks according to permissions and roles.
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Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (10)
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Location
Tracks employee location to ensure timeliness.
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Employee Communication
Enables communication within the app from manager to field service employee.
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Behavior Monitoring
Monitors behavior in the field.
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Client Notifications
Notifies clients, should any delays or mishaps occur.
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Field Sales
Includes some ability to serve as a sales and ordering application.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Location
Manage and support multiple locations
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
After the Job (8)
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Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
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Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
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Billing & Invoicing
Create, manage, and send invoices or bills to customers
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CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Reports
Alter the layout and content of reports
Setup (4)
Vehicles
Manage various types of vehicles used for business travel such as company cars or cars owned by employees.
Employees
Identify the employees that use vehicles for business travel.
Travel Types
Define and manage different travel types such as business or personal.
Locations
Assign locations to employees, such as the office address or customer locations.
Tracking (3)
Mileage
Track traveled distances by employee, vehicle, location, or time period.
Logs
Ability to automatically generate IRS compliant travel logs.
Automation
Define travel start and stop times to track miles automatically.
Reimbursement (3)
Reimbursement
Define reimbursement rules and how many cents per mile employee should receive.
Expenses
Allow employees to track expenses related to business travel such as gas bills.
Workflows
Provide business rules for calculating reimbursements per employee.
Job Management (3)
Integration with Inspection Software
Integrates with home inspection software to streamline the job costing and job coordination process.
Job Tracking
Tracks restoration jobs, bids, and both job and contractor schedules.
Resource Allocation
Monitors and reports on equipment and resource allocation for restoration jobs.
Field Service Management (3)
Mobile App
Provides a mobile application for contractors to utilize in the field.
Contract Management
Streamlines the building and sending of contracts and proposals to and from clients.
Industry-Specific CRM
Provides an industry-specific CRM to keep track of contact information.
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.
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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.
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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.
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Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (7)
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Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
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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.
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Field Reporting
Captures data from the site and generates reports on project progress.
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Timesheets
Tracks timesheets and attendance of site crew memberes
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Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
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Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Workflow Management (6)
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Proposal Generation
Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities.
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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)
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Access to Cost Databases
Provides users access to a database of historical job costs of past construction projects.
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Digitizing Quantities
Provides users the ability to monitor and update project costs, and track all utilized resources
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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.
Operations (6)
Masonry Design
Provides a platform for creating, collaborating on, and/or sharing design plans.
Masonry Estimating
Provides masonry-industry-specific cost estimating, takeoff, and bid management functionalities.
Business Operations
Facilitates the efficient and centralized management of masonry business operations.
Roofing Design
Provides a platform for creating, collaborating on, and/or sharing design plans.
Roofing Estimating
Provides roofing-industry-specific cost estimating, takeoff, and bid management functionalities.
Business Operations
Facilitates the efficient and centralized management of roofingbusiness operations.
Resource Management (18)
Supply Management
Streamlines the management and coordination of supplies and resources utilized on masonry projects.
Field Service Management
Enables the dispatching and coordination of masonry technicians and field forces.
Contractor Management
Simplifies the prequalification, hiring, and management of general and subcontracors for masonry projects.
Supply Management
Streamlines the management and coordination of supplies and resources utilized on roofing projects.
Field Service Management
Enables the dispatching and coordination of roofingtechnicians and field forces.
Contractor Management
Simplifies the prequalification, hiring, and management of general and subcontracors for roofing projects.
Contract/License Management
Track, store, and access client contracts or licenses
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Job Management
Manage and track all job information and associated tasks
Team Management
Organizing a group of people to accomplish a task
Customizable Fields
Customize data fields to support various needs and use cases
Purchase Order Management
Create, send, and track purchase orders and their statuses
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Dispatch Management
Manage sending personnel and resources to a site as needed
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Workflow Management
Create, design and manage workflows for repetitive tasks
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Platform - Mileage Tracking (2)
Reporting
Able to access dashboards and download logs and expenses in report format by managers or administrators filed by employees manually or automatically. Helps in documenting and filing.
Customer Support
Assist users with questions and concerns to ensure a smooth sailing experience for monitoring and generating reports.
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Mileage Tracking (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Data Classification
Grouping log entries based on similar attributes.
Additional Functionality (277)
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
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Checklists
An itemized to do list that can be edited as tasks are completed
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Parts Management
Track parts inventory levels and manage re-stocking
Service History
Track work performed and resources used for past customers, sites, or assets
Residential Properties
For residential properties
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Mobile Access
Access software remotely via mobile devices
Dispatch Management
Manage sending personnel and resources to a site as needed
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Technician Management
Oversee technicians and track their assigned work orders
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Management
Manage and track all job information and associated tasks
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Reporting
Active reporting of data and metrics
Commercial Properties
Designed to serve commercial properties
Real-Time Data
Receive data and information in real time
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Workflow Management
Create, design and manage workflows for repetitive tasks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Inventory Management
Track and manage inventory levels to maintain proper supply
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Routing
Plan daily routes to optimize employee scheduling and provide directions
Forms Management
Store, manage and track all forms in a centralized location
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Documentation Management
Manage product specific documents in a categorized order
File Storage
Store and access documents, forms, and photos in one centralized place
Electronic Signature
Digitally sign online documents
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Resource Allocation
Assign available resources to various projects and tasks
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Quotes/Estimates
Generate quotes or estimates for customers
Scheduling
Plan availability and assign specific time slots for tasks and resources
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Workforce Management
A set of processes to optimize the productivity of its employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Price and Cost Calculations
Calculate rule-based prices for a product/service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Equipment Tracking
Track the location of specific equipment at all times
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Chat/Messaging
Communicate using direct chat or messages within the system
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Electronic Payments
Electronically collect payments for goods or services
Customer History
Access previous interactions or concerns to maintain customer relationships
Inventory Control
Monitor product stock levels
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Driver ETA
Generate estimated arrival times for drivers to keep back office or customers informed
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Customer Management
Store and organize information about customers and previous interactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Work Order Creation
Create a new work order
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Recurring Appointments
Schedule repeating appointments based on a duration of time
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Mileage Tracking
Log miles driven for tax deduction or reimbursement purposes
Direct Deposit
Digitally deposit correct payroll amounts into individual employee's bank accounts
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Corporate Card
Manage and track credit cards that are distributed to employees to use for authorized business expenses
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Spend Analysis
Review and uncover trends in spending activity
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Mobile Access
Access software remotely via mobile devices
Vehicle Management
Track and monitor how vehicles are used
Receipt Management
Upload, track, and submit receipts in a central database
Payment Processing
Accept, record, and reconcile financial transactions
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Policy Creation
Create new policies or alter existing policies
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Fuel Tracking
Monitor and track fuel consumption and costs
Itinerary Creation
Planning and organizing a detailed schedule or plan of activities for a particular event, trip, or project
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Data Security
Protect sensitive data for digital privacy
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Cloud Backup
Process of backing up of files and applications to cloud-based remote servers for protection of data
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
Electronic Payments
Electronically collect payments for goods or services
Material Ordering
Generate and send material orders from estimates directly to suppliers
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Reporting
Active reporting of data and metrics
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Task Scheduling
Track and manage the scheduling of tasks
QuickBooks Integration
Integrates with QuickBooks
Scheduling
Plan availability and assign specific time slots for tasks and resources
Customizable Reports
Alter the layout and content of reports
Document Storage
Store and organize documents in a centralized system
Mobile App
Access the system via a mobile application
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customer Portal
A website or login for customers to access information
Accounting Integration
Integrate with a third-party accounting system
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Aerial Measurement
Take aerial view measurements of properties and create estimates using tools like Google Maps, etc.
Electronic Signature
Digitally sign online documents
Industrial
Overseeing and coordinating instructors or educators within an educational institution, training program, or online learning platform
Email Templates
Pre-made examples and templates for emails
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Mobile Access
Access software remotely via mobile devices
Photo Capture
Capture photos for any type of use case
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Job Costing
Calculate total itemized costs, including initial costs and any changes
Quotes/Estimates
Generate quotes or estimates for customers
Real-Time Updates
Receive system updates as soon as any changes are made
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Commercial
Specialized for organizations who focus on commercial projects and processes
Equipment Tracking
Track the location of specific equipment at all times
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
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
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