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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.

Description

For numerous construction firms, overseeing project documentation is an essential and demanding task. In the chaos of emails, shared drives, and various other tools, critical information can easily get overlooked. Although some organizations may implement procedures to maintain order, the majority do not utilize a robust online system that upholds company standards and enhances their operations through automation. Each form integrates associated tools such as visual workflows, actionable items, drag-and-drop file attachments, collaborative comments, and reference links. Beyond the inclusion of standard fields and tools on every form, the system also maintains a comprehensive activity log, allowing users to track who made specific changes and the timing of those modifications. ProjectTeam.com offers pre-configured industry-standard forms that are functional from the very first day of usage. Users can further enhance their experience by incorporating custom fields into standard forms or developing entirely new custom forms. This level of customization ensures that you maintain total authority over all activities occurring at your job site, allowing for a streamlined and efficient documentation process. With such capabilities at your fingertips, your project management can reach new heights of effectiveness and clarity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
hh2 No 

Integrations

Zapier No 
hh2 Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$59 per user per month
Free Trial Yes 
Free Version Yes 

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ProcessKit

Founded

2018

Country

United States

Website

processkit.com

Vendor Details

Company Name

ProjectTeam

Founded

2011

Country

United States

Website

www.projectteam.com

Product Features

Construction Management

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

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