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Automatically synced with QuickBooks
Developed by and for builders in collaboration with Regency Development
Do questions like these make you sweat?
EXPLAINER VIDEO
Chaim, Dynamic Design
BILL TRACKER
Vendor submits a bill directly to the PM for approval.
PM can request clarification. All communication is tracked.
Vendors can view the invoice status at any time.
Approved bills automatically sync with QuickBooks.
Vendor receives a notification when payment is processed.
Vendors get paid on time, PMs easily approve bills remotely, office staff saves time and open bills are easy to track. It’s a win-win-win.
Task Manager
New jobs are tracked from a task template from pre-approval through handover.
Filters allow for sorting by jobs, priority or dept.
Custom reports include all the details and relevant documentation.
Unfinished or overdue tasks are flagged for easy monitoring and alerts.
Progress is tracked in one central dashboard. Contractors and subs enjoy full interactive communication.
Project Scheduler
Payments application funding is noted in a calendar schedule to show cash flow forecasting.
Costs are tracked and compared to the job estimates.
PM can forecast the funds necessary as per the job schedule.
Client receives a clear payment schedule and a detailed breakdown of costs. You’re all on the same page.
Credit Card Syncing
Employees log purchases from a predetermined list of cards.
Correlating vendor and amount are entered.
Receipt gets uploaded.
CC transaction syncs with QBs.
All charges are logged under the relevant job. And the company’s no longer covering unaccounted-for charges.
Estimating
Project items are entered from an itemized list.
Estimating dept. gets auto alerts when items are ready for bid.
Vendors receive plans and submit bids.
PM reviews and approves bids.
Confirmed bids are synced to the project.
Say hello to accurate tracking, and efficient communication. Clients don’t need to bother you. They log in and get a comprehensive, updated view.
Permits & Inspections
All permits and inspection notifications are sent to all PMs.
Portal tracks all inspections on site.
Inspection stickers saved under relevant job site.
Fails are tracked for followup.
No surprises! Everyone’s in the loop and no papers are buried under the takeout in someone’s truck.
BILL TRACKER
Vendor submits a bill directly to the PM for approval.
PM can request clarification. All communication is tracked.
Vendors can view the invoice status at any time.
Approved bills automatically sync with QuickBooks.
Vendor receives a notification when payment is processed.
Vendors get paid on time, PMs easily approve bills remotely, office staff saves time and open bills are easy to track. It’s a win-win-win.
Task Manager
New jobs are tracked from a task template from pre-approval through handover.
Filters allow for sorting by jobs, priority or dept.
Custom reports include all the details and relevant documentation.
Unfinished or overdue tasks are flagged for easy monitoring and alerts.
Progress is tracked in one central dashboard. Contractors and subs enjoy full interactive communication.
Project Scheduler
Payments application funding is noted in a calendar schedule to show cash flow forecasting.
Costs are tracked and compared to the job estimates.
PM can forecast the funds necessary as per the job schedule.
Client receives a clear payment schedule and a detailed breakdown of costs. You’re all on the same page.
Credit Card Syncing
Employees log purchases from a predetermined list of cards.
Correlating vendor and amount are entered.
Receipt gets uploaded.
CC transaction syncs with QBs.
All charges are logged under the relevant job. And the company’s no longer covering unaccounted-for charges.
Estimating
Project items are entered from an itemized list.
Estimating dept. gets auto alerts when items are ready for bid.
Vendors receive plans and submit bids.
PM reviews and approves bids.
Confirmed bids are synced to the project.
Say hello to accurate tracking, and efficient communication. Clients don’t need to bother you. They log in and get a comprehensive, updated view.
Permits & Inspections
All permits and inspection notifications are sent to all PMs.
Portal tracks all inspections on site.
Inspection stickers saved under relevant job site.
Fails are tracked for followup.
No surprises! Everyone’s in the loop and no papers are buried under the takeout in someone’s truck.
Bill Tracker
Credit Card Portal
Customer Payments
Payment Applications
Reports
Permits
Bill Tracker
Credit Card Portal
Customer Payments
Payment Applications
Reports
Permits
Inspections
Tasks
ToDos
TakeOffs
Bid Watcher
Estimates
Scheduler
Project Management
Inspections
Tasks
ToDos
TakeOffs
Bid Watcher
Estimates
Scheduler
Project Management
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