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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CompanyCam
Constant Contact
Dropbox
Google Contacts
Google Drive
Google Forms
Google Sheets
Hover
Instagram
Jotform
Mailchimp
Microsoft OneDrive
Microsoft Outlook
Pipedrive
QuickBooks Online
Roofr
Slack
Stripe
Wix
Zapier

Integrations

CompanyCam
Constant Contact
Dropbox
Google Contacts
Google Drive
Google Forms
Google Sheets
Hover
Instagram
Jotform
Mailchimp
Microsoft OneDrive
Microsoft Outlook
Pipedrive
QuickBooks Online
Roofr
Slack
Stripe
Wix
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$149 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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