Anything and everything you need to manage your projects. Project details, involved parties, communications, files, workflow, tasks, bills, invoices, and more. Nearly any data in the system can be linked to a project, providing a centralized place for everything on your projects. Our drag-and-drop kanban board makes it easy to view and manage all of your projects from one page.
Learn moreInteractive workflows that automate administrative tasks.
Drag-and-drop job board w/ various views and ways to organize the job board (ex. by workflow, by stage, by status, etc.).
Link calendar events, tasks, files, cases (ex. repairs, warranty claims, etc.), and other data to projects.
Roles are used to track individuals and organizations roles in the project. These are auto-assigned by the workflow, but can also be manually added.
All users w/ roles in the project can collaborate on the project including making notes, messaging, uploading files/photos, and more.
Every little user activity is tracked by the system and linked to its project, when applicable. User's with roles can also configure custom notifications.
Stay notified. Roles are notified of project events based on your notifications settings.
Various reports (ex. proposal) and other templates (ex. pre-installation letter) available. Easily create new ones.
Reach out to us. We'd love to talk with you!