Builder Reporting and Analysis Tools
The software is designed as a BI management tool, not a comprehensive project management system. It won’t replace Quick Books or MS Project. It can replace all those Excel spreadsheets that keep track of pipelines and projects.
Select a customer and define the elements for a job, including dates and pricing. An Estimate may have any number of Elements. Job Totals are calculated and the final total retained. Automatically converts an Estimate to a Contract and locks the Estimate.
Knowing that you went over budget doesn’t help after the job is finished.
You wouldn’t build a house with just a hammer, why run your business with just a spreadsheet?
Don’t chase your numbers. Track the trends.