Sales and estimating
- Lead capture and construction CRM
- Drag-and-drop sales pipeline
- Reusable cost catalog and assemblies
- Markup, margin, taxes, allowances and alternates
- Proposal templates, e-signature and version history
- One-click estimate to project budget
Project management
- Standard and Commercial project modes
- Tasks, calendar and Gantt scheduling
- Daily logs with weather, crew and delays
- Photo and document libraries
- Meetings with agenda, decisions and action items
- Project closeout package
Financial control
- Budgets by division and cost code
- Committed, actual, pending and forecast cost
- Estimated cost at completion and variance
- Commitments, purchase orders and work orders
- Progress billing and AIA-style pay applications
- Retainage and lien waiver tracking
Commercial controls
- RFI register with ball-in-court tracking
- Submittal register and multi-step review
- Controlled drawing sets and revisions
- Change events through executed change orders
- Inspections, punch lists and safety management
- Subcontractor compliance and expirations
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