Flowcase Features

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Updates, organizes, and stores content of a project

Assign users, roles, and manage access in order to set tasks and leave comments

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export files or spreadsheets with the ability to format and accomidate images

Upload files or spreadsheets from multiple sources

A repository of previously used/received RFP questions with responses

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Manage all supplier data and operations

Create, design and manage workflows for repetitive tasks

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Enables creation, management, and tracking of product requirements & features during product production/development

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Store, manage, and track all electronic documents in a centralized location

Review, approve and cancel requests for goods/services to be purchased

Manage, organize, and store contact information

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track and manage inventory levels to maintain proper supply

Create, save, and re-purpose templates for emails, forms, etc.

Create, manage and track all task activities and progression

Create and manage digital catalog of products/services with their details, specifications, and price

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Allow multiple users to collaborate on submissions

Maintain a repository or library of content and documents that can be reused

RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Review and analyze existing information across documents

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

Track and manage adherence to policies for any service, product, process, or supplier

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Access software remotely via mobile devices

Creating, assign, and track jobs and/or tasks for work orders

Create, manage, and send invoices or bills to customers

Integrate with a third-party accounting system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Active reporting of data and metrics

Import and export data to and from software applications

Customize data fields to support various needs and use cases

Data is backed up automatically to prevent data loss

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Estimate expected cost based on various factors before a project begins

Receive data and information in real time

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Primarily serving commercial or industrial locations needing electrical work

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and document all activities across devices, networks, and other systems

Identify the physical location of an individual, asset, device, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive system updates as soon as any changes are made

Integrates with QuickBooks

Manage and track all job information and associated tasks

Track and manage schedules and meetings via an integrated calendar

Store and organize information about customers and previous interactions

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Digitally sign online documents

Notifications that are delivered to users as soon as an event occurs

Access previous interactions or concerns to maintain customer relationships

Electronically collect payments for goods or services

Plan availability and assign specific time slots for tasks and resources

Capture signatures via mobile devices

Add customized logos and colors to align with company branding

Schedule predetermined or ad hoc maintenance services and labor requests

Alter the layout and content of reports

Track, store, and access client contracts or licenses

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Store and organize documents in a centralized system

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage sending personnel and resources to a site as needed

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Track and manage the scheduling of tasks

An industrial computer control system that monitors the state of input devices and controls the state of output devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

System layout that could be created once and saved for future use

Create, save, and re-purpose templates for emails, forms, etc.

Perform various mathematical calculations using the data

Design products in 3D

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Highlight content and/or make notations about parts of content

Computer aided design to create precision drawings or technical illustrations

Material list of manufacturing parts and associated costs

Provides a channel for team members to share media files, communicate, and work together

Centralized repository to store content and assets

A simplified notation for representing a power system

Create, manage and access prototypes to capture design concepts and test on users

Drawing and modeling designs within 2D flat dimensions

Track revisions and updates made to files and navigate between different versions

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track parts inventory levels and manage re-stocking

Making price adjustments to comparable property

Defining elements like architecture, components, modules, interfaces, and data for a system to satisfy specific requirements

A repository of symbols commonly used in respective industry

Develop potential scenarios to identify risks and opportunities

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

A system that allows access to a database structure without relying on an external program

Automatically formats data in a predetermined way

Ability of websites, web applications, or mobile applications to function without an active internet connection

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

Representation of any object in 3D

Track the duration and expiration of warranty as well as any obligations under that warranty

Calculate total itemized costs, including initial costs and any changes

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor and record expenses such as purchases or charges incurred

Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries

Access the system via a mobile application

Track the amount of time spent on a job or task

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage all supplier data and operations

Accept and process online payment transactions

Specialized for organizations who focus on residential projects

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Private online space that lets businesses securely share documents and provide information access to clients

Track information, qualifications, and contact details of subcontractors

Create, send, and track purchase orders and their statuses

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Monitor the progress of projects from start to finish

Interact with data visualization elements, such as charts and graphs, to drill down into data

Have features and use cases that do not fit into existing Construction software categories

Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making

Address unique or niche requirements not covered by mainstream software solutions

Automatically create schedules based on business needs or employee availability and qualifications

Accept, record, and reconcile financial transactions

Manage relationships with customers and address customer concerns

Track work performed and resources used for past customers, sites, or assets

Serving plumbing industry professionals

Oversee technicians and track their assigned work orders

Track the location of specific equipment at all times

Plan daily routes to optimize employee scheduling and provide directions

Measure digital plans to calculate labor and materials needed

Notifications via mobile devices

Organize and schedule projects

Forecast the cost and resources required to complete a project

Track the status over time for a request, process, asset, or transaction

Collection of data related to the costs associated with various items, products, services, or activities

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Intended to be used by general contractors

Send messages via SMS

For commercial and industrial purposes

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Track revisions and updates made to files and navigate between different versions

Provides a channel for team members to share media files, communicate, and work together

Estimate or forecast of a future scenario based on the study of present trends

The process of creating proposals in response to requests received from potential clients

Manage the process of evaluating documents or requests submitted for approval

Create proposals based on costs of labor and materials

Digitally sign online documents

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Define levels of authorization for access to specific files or systems

Automatically formats data in a predetermined way

The process of creating a questionnaire and submitting it to prospective vendors.

A record of all activities within the system, including user access, changes made, etc.

Alter the layout and content of reports

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Configure existing workflows to meet your organization's needs

Generate quotes or estimates for customers

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Compare submissions and score suppliers

Choose the best submission for an RFP

Reporting on how each user, task or process has advanced since its initiation

Monitor task progress and planned accomplishments to better manage project status

Log and record hours worked and costs spent to assist in billing and invoicing

Track the status over time for a request, process, asset, or transaction

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Digitally sign online documents

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Pre-designed layouts that can be customized to match preferences and requirements

Support other types of requests such as RFB/RFI/RFQ

Track versions of RFP documents and related changes

Maintain a library of questions that can be reused

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file