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Description

DocSavy streamlines document management by focusing on the content of your documents rather than asking where to place them, ensuring they are stored in the correct locations. Through the use of tagging, association with business data, and systematic organization, DocSavy allows for quick and efficient retrieval of necessary documents. Each folder within the platform can be assigned a budget, which aids in predicting the time and costs associated with tasks. These budgets play a crucial role in defining the financial transactions and purchasing tasks. Additionally, DocSavy simplifies the process of comparing actual expenses against budgets, enabling accurate financial reporting. You can attach quotes to purchase orders associated with specific budget items, and supplier invoices can also be linked to these orders for better tracking. The platform facilitates an approval process where the necessary team member can authorize actions before they are sent to a bookkeeper for payment processing. Furthermore, DocSavy provides alerts if a supplier invoice exceeds the purchase order limits, ensuring financial oversight. Within DocSavy, assets can represent various items such as a folder for a building, a vehicle, a specific piece of equipment, or even a tool, enhancing the versatility of the system. This comprehensive approach to document and asset management makes DocSavy an invaluable tool for businesses looking to enhance their operational efficiency.

Description

Streamline your operations, finish projects punctually, and boost your profitability with JobTread, a comprehensive construction management software that facilitates the oversight of all your business activities, extending from sales and estimating to the successful completion of projects. This innovative software ensures that your jobs and your entire business remain organized and financially sound. You can efficiently create uniform job budgets and pricing structures that will help you meet target profit margins while securing more projects through well-crafted, professional estimates and proposals. Accelerate the budgeting process by utilizing reusable cost templates for improved speed and accuracy. Generate estimates and change orders directly from your budget items, enhancing workflow efficiency. Additionally, you can solicit and monitor bids from subcontractors and suppliers while allowing your customers to digitally make and approve their selections. All elements—estimates, bids, change orders, purchase orders, invoices, and bills—can be managed seamlessly on a single platform. Furthermore, centralize the management of your team members, documents, images, clients, vendors, subcontractors, job sites, and ongoing projects in one convenient location, ensuring that your operations run smoothly and effectively. This holistic approach not only saves time but also enables better collaboration among all stakeholders involved.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Campaign Monitor No 
CompanyCam No 
Constant Contact No 
ContractorHUB No 
Dapt No 
Facebook No 
Google Analytics No 
Google Contacts No 
Google Forms No 
Hover No 
HubSpot Customer Platform No 
Jotform No 
LinkedIn No 
Mailchimp No 
Pipedrive No 
QuickBooks Online No 
Salesforce No 
Smartsheet No 
Thryv No 
Wix No 

Integrations

Campaign Monitor Yes 
CompanyCam Yes 
Constant Contact Yes 
ContractorHUB Yes 
Dapt Yes 
Facebook Yes 
Google Analytics Yes 
Google Contacts Yes 
Google Forms Yes 
Hover Yes 
HubSpot Customer Platform Yes 
Jotform Yes 
LinkedIn Yes 
Mailchimp Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Salesforce Yes 
Smartsheet Yes 
Thryv Yes 
Wix Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

DocSavy

Country

United States

Website

docsavy.com

Vendor Details

Company Name

JobTread

Country

United States

Website

www.jobtread.com

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

Product Features

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking No 
Estimating Yes 
Incident Reporting No 
Mobile Access Yes 
Offline Access No 
RFI & Submittals Yes 
Residential Yes 
Subcontractor Management Yes 
Timesheets No 

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