Project Management
Handle every element of every project, cutting the clutter from your daily workflow and gaining insight into each project’s finances, status, and steps to completion.
Project Management Module
Gain automatic insight into every project across your company, ensuring that each job stays on track. Manage change orders, track material spending, and monitor what each team is working on throughout the week.
Scheduling
Monitor and manage every element of your business process, from the people on your team steps of each project. Schedule shifts, production processes, and fulfillment of services through a powerful module built around the way that your team works.
Change Order Management
Give each new project addition the attention it deserves. View the expenses, deadlines, and projected profit for each change order to stay on time and in budget.
Estimating
Create estimations for new opportunities in a matter of moments. Price each item or service, import previously used data, and create default line items to save time on paperwork.
Financial Management
Manage your team’s finances with ease. Monitor billing, process quotes, and track expenses in one application to keep your team’s financial insights in check.
Expense Tracking
Easily reconcile expenses charged to your company. Automatically track, store, and organize company purchases to keep your accounting software up to date and job costing accurate.
Invoice Progress Billing
Track the completion of each project down to the percentage point. View project progress, billing history, and what is remaining to bill for each job at a glance.
Quote Processing Module
Create quotes in the field, upload them to the cloud, and securely access them from any internet browser. Once reviewed and approved, automatically send the quote to the client – no phone calls, no follow-up office visits, no paperwork.
Integrations & Reporting
Monitor, manage, and guide your team into the future using power of data. Effortlessly monitor your most important financial figures, track employee time entries, and gain insight into your company’s accounting, all shared through integration with Microsoft Outlook.
Microsoft Power BI Integration
Data is one of the most valuable assets for any company. Create dashboards that provide instant insight into revenue streams, expenses, project statuses, and more, all automatically updated through the power of the cloud and Microsoft Power BI.
QuickBooks Integration
Gain financial insight into your accounting with QuickBooks Integration. View project billing, manage expenses, and generate invoices that can be sent directly to clients – all without leaving your application.
Time Entry Reporting
Easily manage your entire team’s timecard submissions throughout each workweek. Allocate projects, view bill rates, and make necessary changes to each employee’s profile from any internet browser.
Outlook Calendar Integration
Seamlessly integrate your existing calendar into your custom application, keeping your entire team on the same page with real-time updates, mobile push notifications, and simple management – all without any back-end work from you.
Employee & Material Management
Manage and track your company’s most valuable resources. Whether you’re monitoring equipment utilizations or managing your team’s busy day-to-day schedule, now you’re able to handle every element with ease.
Equipment Tracking
Manage the status and location of your entire equipment fleet through a check-in system designed to help you know exactly where every machine is at any time.
Compliance/Qualifications Tracking
Guarantee that your entire team is trained in accordance with the latest industry guidelines to optimize safety for every project and provide clients with peace of mind.
Pinpad & Time Clocking
Optimize your timekeeping system through the power of automation. Your team can view and manage their timecard anytime, anywhere. With direct integration to your company’s payroll information, data is collected and submitted for approval before disbursement.
Inventory Management
Track your inventory from the warehouse to the jobsite. Monitor inventory totals, receive notifications when stocks are low, and ensure that your team has the resources to get the job done.
