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Services

Everything you need to make your project run smoothly.

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PRE-SALE PROCESS

Proposals and estimating

Quickly create proposals in the field and have customers sign-off instantly.

  • Save and re-use proposals

  • Get signatures instantly on mobile devices

  • Create a catalog for faster proposals

Auto email marketing

Follow-up with leads.

  • automated drip-email campaigns

  • stops leads from slipping through the cracks

Bid requests

Easily request, manage, and award bids in a simple way to increase margins.

  • Send bid requests quickly

  • Reduce costs and go paperless

  • Collaboration is key to successful jobs

Leads/CRM

Capture, create, track, and convert a lead to a new project.

  • Custom lead integration

  • Mass marketing campaigns

  • Close faster

Owner login

We’ve revolutionized the building industry with customized home owner login access.

  • Customized login page

  • Owner reviews on your website

  • Impressive sales presentations

PROJECT MANAGEMENT

To do’s

Assign to-do items to yourself, associates, and subs from the field.

  • Hold Subs Accountable

  • Be Alerted Upon Completion

  • Field Access is a Must

Documents and photos

Documents and photos to get the team on the same page.

  • Share Progression Photos

  • Share Blueprints

  • Photos on the Job site

Warranty and punchiest

Warranty management that increases customer satisfaction.

  • Punch list on the Job site

  • Streamlined warranty requests

  • Key Reporting Tools

Trade partners

Coordinate subs & partners.

  • Send bid requests

  • Update Schedules

  • Send POs

Daily logs

Easily record and share job logs from the field.

  • Voice to text

  • Document job notes

  • Easily shoot photos

Scheduling

Easy to use and powerful scheduling tool that makes your life easier.

  • Custom Schedule Templates

  • Automatic Notifications

  • Multiple Views

  • Automatic Schedule Shifts

Messaging

Fast, easy, and organized…the way you need it to be.

  • Comment Threads

  • Search by Topics

  • Shared with only who you need to see it

Plan markup

Markup and annotate plans and other docs to get the team on the same page.

  • Mobile Access

  • Annotate Over Blueprints

  • Multiple Version History

FINANCIAL MANAGEMENT

Budget

Easily compare estimates with actuals.

  • Job costing

  • All the financials in one central spot, automatically.

Integration

No worries. You’re connected

  • Quickbooks & Xero Integration for Accounting

  • Houzz, Facebook, Twitter, Pinterest

  • Paypal & WePay for online payments

Time sheets

Timesheets for hourly time tracking.

  • Mobile “clock-in/out”

  • Custom Reporting

  • Easy Export to Accounting Software

Payments

Track owner payments & draws.

  • Schedule Payment Requests

  • Track Payments

  • Acccept Online Payments

Purchase orders

Increase efficiency and reduces costly budget errors.

  • Custom Cost Codes

  • Accountability Means Profitability

  • Collaboration with Team Members

Lien waivers

PO, to Lien Waiver, to Online Payment, with one click.

  • Easily release to subs for elextronic approval

  • Linked to POs

  • Integrated into online payments

Change orders

Say “good-bye” to costly change order mistakes.

  • Easily Create CO’s on the Fly

  • Mobile Touch Signatures

  • Project Cost Summary

CUSTOMER SERVICE

Selections

Streamline selection choices.

  • Online Selection Approvals

  • Coordinate Selections With the Schedule

  • Keep the Job on Schedule

Communication

Fast, easy, and organized…the way you need it to be.

  • Comment Threads

  • Search by Topics

  • Shared with only who you need to see it

Client portal

We’ve revolutionized the building industry with customized home owner login access.

  • Customized login page

  • Owner reviews on your website

  • Impressive sales presentations

Surveys and reviews

The best contractors welcome client feedback.

  • Easily send surveys

  • Analyze surveys

  • Promote reviews on your website

Mobile app

iTunes & Android mobile apps.

  • Field Access

  • Tablet & Phone access

  • Voice-to-Text logs

CONTACT

US

127 Gill Street, New Plymouth 4310