Eliminate paper-based estimates that are difficult to keep track of and revise.
Work step-by-step through templates to add a customer, define the project type, add details, and define the cost items for the project.
Automatically generate a budget directly from the estimate, including any taxes or markups on each individual budget item. Budget templates are easy to create and allow you to generate new estimates instantly.
Specify the payment terms - lump sum, detailed, or a custom type – and assign costs for each line of the budget. Easily add options or additional documents to the estimate for a customer to decide on details for the project.
Present the budget for easy customer review and approval. The customer is able to sign in, review, and approve the estimate from any desktop or mobile device, so work can begin.
Stop over-paying, losing track of costs, or over-running budgets.
Create line-by-line purchase orders to properly identify all of your project costs. Purchase orders are paid through the payables module. Never overpay on a purchase order.
Purchase orders automatically connect to the budget, so it is easy to see how the job cost compares with your budget and the amount paid to date.
Print highly detailed reports showing exactly what is left to pay and what has been paid to date.
Set start and end dates for each purchase order to ensure accountability of your contractors. The linked schedule can be used to automatically select start and end dates for the purchase order.
Track budget vs. estimate to avoid overruns that cut into profits.
Organize the costs of your project by budget items, purchase order items, change orders and payments.
Generate invoices through a simple step-by-step process. The invoice is based on the approved estimate for the project and can be generated in seconds.
Create professional invoices that are easy to understand. Easily manage lengthy, complex projects that require multiple bills before completion.
Present professional looking invoices that can either be sent digitally or printed from a PDF. Choose how best to bill your customers.
Never lose track of profitability.
See critical project information at a glance on easy-to-read gauges.
Drill down using the financial summary tool to see in real time what is happening for any facet of your project including the estimate, budget, profit, change orders, purchase orders and payments.
Know your precise costs and budget at any point in time to stay in control of your projects.
Eliminate miscommunication and delays.
Create selections that the customer will choose by logging in through the customer portal. Show customers the selections and the cost assigned to them, and ensure they approve a change order to accept the costs of a selection.
Present customers a list of choices or allow them to fill in the details of a selection such as paint or carpet color. A vendor for a selection can be set with an allowance so the customer has a budget to make selections or upgrades through that vendor.
Eliminate paperwork and errors.
Because it is so simple, there’s no need for a book keeper to enter your payables for payment.
If you choose to use a book keeper, simply give them user access and they can enter the payables from anywhere.
Write checks directly through your web browser by selecting the dates and payables you want to pay. Checks are formatted to work with standard US and Canadian bank formats.
When done, simply export to QuickBooks and stay up to date.
Cut paperwork and manual data entry.
Export transactions created in ProBuilder Online directly to QuickBooks. Keep project management and book-keeping in sync.
The financial information in ProBuilder Online is live with any entries you make such as payments or inventory and will be updated in QuickBooks when you import the items.
Take the guesswork out of coordinating all subcontractors, employees, and supplies.
Easily create custom schedules from scratch or use a template to keep organized.
Use the schedule tool to notify subcontractors on demand ahead of upcoming items.
Synchronize with purchase orders to automatically align with the project schedule.
Quickly revise the project schedule using easy drag and drop features.
Easily see what stage each project is at on a weekly calendar display.
Avoid being over-billed.
Working from a schedule of values for each purchase order, easily update the completion percentage from any device.
Receive an alert to avoid making a payment beyond the completion percentage of the project.
Address issues quickly and avoid miscommunication.
Add photos from your desktop or take pictures on the job site with your mobile device.
Organize and sort photos by project and date.
Eliminate paperwork and inaccurate reporting.
Track hours by project so you can accurately job cost employees.
Connect time clock information directly to payroll to automatically organize hours into pay periods.
With the GPS functionality, track the location of employee punch times and compare them to the selected project. Get automatic alerts if a record was made outside of the boundaries of the project.
Collect project logs for hourly employees to see what tasks were handled at each project.
Cut the payroll processing hassle.
Track employee hours on mobile devices and automatically sync with the payroll system.
Review clock-in and clock-out times and locations quickly and efficiently through the payroll tables. Once review is complete, simply export the hours to your payroll service or the QuickBooks payroll to cut checks directly.
Track everyone on each site and review manpower logs of employees for any day or project.
Accurately track the location of all employees and connect locations to the time clock.
Respond quickly and keep customers happy.
Manage resources and scheduling so you and your customers know when the service appointments are and what work is planned.
Make it easy for service personnel to see service requests on their mobile device, including photos or instructions on each item.
Don’t let items fall through the cracks.
Set priorities or deadlines and include photos and notes to tasks to better manage time and increase productivity.
Sync task management with the customer portal to keep them up-to-date on the project requirements and deadlines.
Easily keep track of vital information.
Give field supervisors a simple-to-use daily log feature. Quickly add logs for the day by selecting from a simple list of options.
Record manpower on site by selecting a trade from the vendor list and adding the number of workers for the day.
Automatically record the days’ weather forecast and updates to the actual historical weather information.
Don’t rely on paper or memory.
Give all users access to view, complete, or make notes on each deficiency item. This collaboration allows for more efficient use of your team’s time.
Add photos, tags and notes associated with punch list items.