Project Management
Handle every element of every project, cutting the clutter from your daily workflow and gain insight into each project’s finances, status, and steps to completion.
- Time Entries | Collect and organize time entries for projects and employees across your entire organization.
- Expenses | Track each project’s expenses to simplify financial management.
- Estimates | Create project estimates and generate documentation to send to each client.
- Invoicing | Generate and send invoices created with data gathered throughout each project’s progress.
- Bid Management | Submit and sort project bids to gain a deeper understanding of your future project pipeline.
- Change Orders | Manage and save change orders created during the course of every project.
Financial Snapshot
Financial management at a glance. Handle invoices, view billing details, manage change orders, and monitor costs for each project.
Scheduler
Organize and manage job workflows and resources for all projects.
- Generate a visual representation of a project to see current tasks, completion rates, and due dates to keep your team on track.
- Create a plan for the future of your project – set project dates, create work item subtasks, assign resources, and more.
- Optimize scheduling and push each project towards completion through data-driven Gantt charts to improve resource utilization.
Reporting
Collect information, compile data, and generate reports for your company, your team, and your projects. Dynamic grids allow managers to apply filters, search entries, and sort each element of a project to streamline operations and easily connect your team with the information they need.
Time Management
Report, sort, and filter time entries across your organization to track and log hours by each project, team, and employee.
Change Orders
Submit, view, and manage change orders to update projected costs and gain deeper financial insight for each project.
Project Billing
Monitor project billing status, track cost, and generate invoices without the hassle of traditional paperwork or physical file management – handle your billing with just a few simple clicks.
Expense Reports
Sort, manage, and export expenses by date, vendor, employee, or project. Keep a close eye on your internal spending with simply PO/receipt submission – digging through bank statements is a thing of the past.
Financial Management
Monitor the cash flow of every element of your business to track expenses, project income, and manage missed opportunities.
Project Billing Status
Track each project, its billing cycle, and manage contract clauses to monitor progress
Estimate Divisions
Divide and assign estimates based on unique subcategories within each project
Missed Opportunity Tracking
Submit and monitor missed opportunities to track trends and better plan for the future
Business Administration
Handle every element of every project, cutting the clutter from your daily workflow and gain insight into each project’s finances, status, and steps to completion.
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Client DiscoveryManage an organized directory of your company’s new, existing, and legacy clients. |
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Subcontractor DirectoryBuild a database of subcontractors to monitor current engagements, track relationships, and better plan for the future. |
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User ManagementManage access, assign roles, and monitor wages for users companywide. |
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Compliance TrackingManage access, assign roles, and monitor wages for users companywide. |
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Supplier ManagementManage vendors, their representatives, and their contact information to simplify the process of getting in touch with suppliers. |
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