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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.
Description
Establish comprehensive roles and permissions for each member of your team, ranging from account owners to sales representatives and accountants, ensuring that every individual has tailored access to the specific software functionalities they require while restricting access to unnecessary areas. Monitor all of your ongoing projects—be they new, active, or completed—through a user-friendly dashboard that provides an overview of your operations. With a real-time, comprehensive perspective of your account, you can ensure that no detail slips through the cracks. Personalize your proposals by incorporating your company’s branding elements, rearranging or omitting sections as needed, and embedding your logo and cover image to enhance the visual appeal of your quotes. Take advantage of our good, better, best feature to present clients with various product and pricing alternatives within a single proposal, allowing them to easily e-sign the option they prefer. Additionally, streamline the permit application process and engage with homeowners like never before by utilizing our innovative virtual site assessment tool, which enhances remote interactions. This robust suite of features is designed to optimize your workflow and improve client relationships significantly.
API Access
Has API
API Access
Has API
Integrations
hh2
Pricing Details
$59 per user per month
Free Trial
Free Version
Pricing Details
$229 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
ProjectTeam
Founded
2011
Country
United States
Website
www.projectteam.com
Vendor Details
Company Name
Solargraf
Country
Canada
Website
www.solargraf.com
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
Product Features
Solar
2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM