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Average Ratings 1 Rating
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
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
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
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