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# Leap Features

##### ## Task Management (6)

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.

Project Tracking

In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.

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.

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##### ## Site Management (7)

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.

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.

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##### ## Operations (3)

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.

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##### ## Resource Management (15)

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

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##### ## Additional Functionality (81)

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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##### Categories on G2

[Construction Project Management](https://www.g2.com/categories/construction-project-management)[Construction CRM](https://www.g2.com/categories/construction-crm)[Roofing](https://www.g2.com/categories/roofing-software)

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