Track sales leads and qualify to accounts, contacts and new sales proposals.
7 articles
Generate Project Proposals and Estimates and Convert to Projects when won.
13 articles
Maintain Prospect, Customer and Contact information
1 article
Formal Process to manage post preconstruction contract tasks.
5 articles
Enter and track project submittals in the construction process
4 articles
Plan resource utilization using Gantt Charts and our Resource Scheduling Board
5 articles
Enter, Submit and Process Changes Orders against a Project
2 articles
Track Project Issues and Action Items
1 article
Generate Project Status reports to keep projects on time and on budget.
1 article
Process for Entry, Submit, Approve and Posting of Project Time
7 articles
Process for Entry, Submit, Approve and Posting of Project Expenses
4 articles
Track inventory balances and execute on project- inventory transactions
6 articles
Vendor Request for Quote Process including converting to Purchase Order
2 articles
Demand recognition, planning and purchase order generation / entry.
8 articles
Tactical process of receiving and invoicing against purchase orders
4 articles
Mobile application for viewing schedules, time keeping, expenses, photos and more.
7 articles
Includes Fixed Price, Time and Material, Recurring Fees, Cycle billing and more.
8 articles
3 articles
2 articles
9 articles