Sitetracker Features
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (10)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
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)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
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
Portfolio Management (5)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Project Management (6)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Change Management
Track and monitor efficient handling of all changes/transitions
Resource Management (3)
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Setup (6)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Management (6)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
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Workflows
Include workflows to assign tasks, monitor work in progress, and for approvals.
Cost Control
Monitor spend and expenses at every phase of the project and compare with budgets.
Documents
Maintain a repository of documents related to the product, such as technical specifications or contracts
Planning (3)
Budgeting
Provide templates to create budgets for project or portfolio of projects.
Scope
Define the scope of the project to determine and document project goals.
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Schedule
Create schedules for operations that need to be performed at each stage of the project.
Asset Definition (8)
Asset Register
Create a list of all the assets owed by a company.
Relationships
Define relationships between various types of assets.
Costs
Identify the value of each asset and keep it up to date.
Types
Define and manage linear assets, facilities, and fixed assets
Asset Register
Define infrastructure assets and associated assets such as gates or footpaths
Asset Types
Manage different types of infrastrucrue assets such as linear assets and public spaces
Technical Specifications
Provide documentation on the technical specification of instrastructure assets and their components
Geolocation
Track the geographical location of each infrastructur asset and its components
Asset Tracking (5)
Location
Track asset locations using GIS and GPS technology.
Status
Monitor the status of multiple types of assets.
History
Maintain a history of adjustments made to assets.
Multi-Location
Manage and support multiple locations
KPI Monitoring
Tracking the status of previously identified performance measurements
Inventory (3)
Locations
Track inventory of assets accross multiple locations.
Spare Parts
Manage the inventory of spare parts needed for maintenance.
Valuation
Calculate the value of the inventory of assets and spare parts.
Depreciation (4)
Methods
Support multiple depreciation methods such as straight-line and annuity.
Asset Value
Calculate the value of assets at each stage of their lifecycle.
Taxes
Manage tax deductions and capital allowances for fixed assets.
Decomissioning
Track the costs of retiring assets when they become obsolete.
Maintenance (11)
Inspections
Plan inspections to monitor the status or equipment and fixed assets.
Planning
Schedule maintenance activities based on asset type, usage, and warranties.
Predictive
Provide features for predictice maintenance operations.
Corrective
Allows users to perform corrective maintenance activities.
Unplanned
Ability to manage unplanned maintenance tasks.
Optimization
Identify opportunities to optimize asset use and maintenance operations.
Work Orders
Generate work orders based on service requests and personnel availability
Preventive
Include predictive maintenance features such as condition based monitoring
Inspections
Schedule and track paperless field inspections using GIS to reduce idle times
Asset Portfolio
Manage portfolios of similar infrastructure assets such as roads and bridges
Change Management
Process event-based and time-based asset change requests and approvals
Field Service (13)
Planning
Assign human and material resources to maintance tasks.
Tracking
Monitor field activities such as installation, maintenance, or callibration.
Client Communications
Allows field workers and their supervisors to communicate with customers.
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Asset Planning
Manage, prioritize and plan for capital expenses
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Activity Tracking
Track and document all activities across devices, networks, and other systems
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Equipment Tracking
Track the location of specific equipment at all times
Monitoring (3)
Use
Monitor asset use across multiple locations and keep history.
Reliability
Track asset reliability data such as downtime or idle time.
Risk
Identify various types of risks such as non-compliance or safety violations.
Contract & Warranty (3)
Contracts
Define and manage maintenance contracts for various types of assets.
Warranties
Manage warranties, related maintenance operations, and costs.
SLAs
Comply with the service level agreements (SLAs) included in contracts.
Analytics (5)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance
Analyze performance for individual assets, by category or location.
Budgeting/Forecasting
Create budgets based on historical data and future projections
Infrastructure KPIs
Track key performance indicators such as downtime or mean time between failures
Cost Analysis
Provide insights related to estimated and actual maintenance costs
Integration (4)
ERP
Provide integration with ERP systems
CAD & PLM
Provide integration with CAD and PLM software
Accounting
Provide integration with accounting solutions
Asset Accounting
Manage adding fixed assets to proposed budgets
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)
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.
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.
Optimization (2)
Compliance
Ensure compliance with laws and standards for safety and environmental protection
Modelling
Create configurable scenarios for asset maintenance, valuation, and depreciation
Generative AI (5)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Strategy - Project and Portfolio Management (25)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Management
Create, manage and track all task activities and progression
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Assignment Management
Assign issues and tasks based on availability or required skills
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Time Tracking
Measure time to completion or hours worked for projects
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Project Tracking
Monitor the progress of projects from start to finish
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Scheduling Workflows - Construction Scheduling (20)
User Permissions
Allows for customizable user permissions to control schedule views and project information.
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Calendar Management
Creates and edits calendars, with drag-and-drop functionality, customizable fields, and color coding.
Gantt Charts
Provides a visual timeline of project tasks, making it easy to track progress and dependencies.
Contract/License Management
Track, store, and access client contracts or licenses
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
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
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Task Management
Create, manage and track all task activities and progression
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Task Progress Tracking
Track the status and progress of tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Staff Calendar
Track staff hours through a calendar view
Reporting & Analytics - Construction Scheduling (7)
Scenario Planning
Conducts "what if?" analysis for different scenarios that may impact scheduling timelines and tasks.
Project Reporting
Generates customizable reports and insights on project status, resource utilization, and financials.
Baseline Management
Enables users to compare contracted timeline with current project progress to avoid missed deadlines or overbudgeting.
Timesheet Management
Track the amount of time spent on a job or task
Supplier Management
Manage all supplier data and operations
Multiple Projects
Ability to handle several projects simultaneously
Project Planning
Organize and schedule projects
Productivity - Construction Scheduling (4)
Construction Stack Integrations
Integrates with necessary solutions in construction tech stack, such as broader project management, ERP, estimating, and accounting systems.
Mobile Capabilities
Provides a dedicated mobile app and/or optimized mobile interface for field worker access to check schedules and tasks.
Communication Tools
Supports in-app communications to centralize team efforts, provide real-time updates from the field, and negotiate any relevant updates to timelines.
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - Infrastructure Asset Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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 - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Enterprise Asset Management (EAM) (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (209)
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Scheduling
Track and manage the scheduling of tasks
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Facility Management
Manage the maintenance of building facilities
Historical Reporting
Information, data and reports that are being tracked over time
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Mobile Access
Access software remotely via mobile devices
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Software License Management
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Purchase Order Management
Create, send, and track purchase orders and their statuses
Document Management
Store, manage, and track all electronic documents in a centralized location
Asset Categorization
Organize assets into folders and subfolders or tag assets based on a custom file hierarchy
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
IoT Device Management
Organize, monitor, and remotely manage IoT devices
Energy Management
Track energy consumption and/or manage energy-saving measures.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Parts Management
Track parts inventory levels and manage re-stocking
Utilization Reporting
Track the frequency of asset usage
Inventory Management
Track and manage inventory levels to maintain proper supply
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Depreciation Management
Track and manage the decline in value of assets and plan for improvements
Contract/License Management
Track, store, and access client contracts or licenses
Task Management
Create, manage and track all task activities and progression
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Reports
Alter the layout and content of reports
Disposal Management
Plan when and how to dispose of outdated or decommissioned assets
Customizable Fields
Customize data fields to support various needs and use cases
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
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
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Budgeting/Forecasting
Create budgets based on historical data and future projections
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Projections
Estimate or forecast of a future scenario based on the study of present trends
Demand Forecasting
Forecast customer demand using historical insights and simulations
Multiple Projects
Ability to handle several projects simultaneously
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Project Templates
Pre-designed project plans that can be customized
Commenting/Notes
Leave comments and notes on documents for others to view
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Planning Tools
Real-Time Updates
Receive system updates as soon as any changes are made
Project Workflow
Create, manage, or update project workflows.
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Project Estimating
Project Templates
Pre-designed project plans that can be customized
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Rescheduling
Manage the rescheduling of appointments
Cost Estimating
Forecast the cost and resources required to complete a project
API
Application programming interface that allows for integration with other systems/databases
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Updates
Receive system updates as soon as any changes are made
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Project Scheduling
Identifying critical tasks that make up a project and assigning start and end dates for each
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customizable Fields
Customize data fields to support various needs and use cases
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
Task Scheduling
Track and manage the scheduling of tasks
Job Costing
Calculate total itemized costs, including initial costs and any changes
Data Import/Export
Import and export data to and from software applications
Customizable Reports
Alter the layout and content of reports
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
