Onboarding Lay the groundwork for a successful collaboration in under 15 minutes.
Create a complete company profile Confirm legal details, upload brand assets, and configure notification preferences so project teams recognize your requests immediately.
Add primary and backup contacts with role-based permissions. Connect billing preferences for invoices and retainers. Upload reference documents clients expect in every engagement.
Invite internal stakeholders Assign finance, facilities, and compliance reviewers before the first work order so approvals never stall.
Define escalation paths for change orders and urgent repairs. Give read-only access to executives who need portfolio visibility. Enable automated alerts to keep dormant stakeholders informed.
Calibrate project templates Use the template library to standardize scopes of work, approval checkpoints, and documentation requests across your portfolio.
Select the default work-order questionnaire for each asset type. Establish SLA timers for emergency and planned maintenance. Map required compliance certificates to industry and jurisdiction.
Checklist Team roster captured with roles and backup owners. Billing preferences confirmed and tested with sandbox invoices. Default templates linked to buildings and recurring programs.
Project Tracking Track day-to-day execution, finances, and risk signals without leaving the portfolio view.
Launch with confident handoffs Convert approved quotes into active projects with one click so schedules, budgets, and documentation stay synchronized.
Sync kickoff meetings and site access details directly from the work order. Attach pre-job photo surveys and compliance documents to give contractors context. Automate welcome packets for tenant or property notifications.
Monitor execution without thrash Use timeline, dependency, and milestone dashboards to understand schedule health at a glance.
Filter by asset, geography, or risk tier to surface lagging work. Review contractor updates with annotated photos and progress notes. Apply variance reasons (weather, scope drift, procurement) for trend analysis.
Guard your budget Tie change orders and pay applications to committed cost so finance teams stay aligned.
Lock approval routing for changes above tolerance thresholds. Compare forecast vs. actual with automated earned value calculations. Export summaries to ERP or accounting via scheduled reports.
Checklist Kickoff notes captured and distributed to contractor partners. Milestones linked to stakeholder alerts and document requests. Budget guardrails enforced with variance explanations captured.
Analytics Transform raw operational data into board-ready insights and actionable alerts.
Portfolio health Leverage utilization, budget burn, and forecast accuracy metrics to prioritize attention.
Set watchlists for projects exceeding variance tolerances. Benchmark contractor performance across similar scopes. Use scenario filters to model impact of funding adjustments.
Financial intelligence Analyze cash flow timing, committed cost exposure, and invoice status in real time.
Align payable cycles with milestone attainment to avoid overpayments. Surface stacked retainage by contractor to simplify closeout. Flag duplicates by matching invoice metadata and attachment fingerprints.
Compliance telemetry Keep safety, insurance, and regulatory requirements continuously updated.
Automate certificate reminders 30, 14, and 3 days before expiry. Track inspection punch-list resolution times to enforce SLAs. Export compliance summaries for insurer or audit partners.
Checklist Portfolio analytics filters saved for weekly executive briefings. Finance hub thresholds tuned for spend categories that matter most. Compliance reports scheduled to key risk stakeholders.
Contractor Engagement & Quotes Find qualified contractors and manage the quote-to-contract process seamlessly.
Post work orders to the job board Create detailed work orders that contractors can find and quote on.
Include project scope, location, timeline, and budget expectations Upload photos, plans, and specifications for clarity Set contractor qualifications and insurance requirements
Review contractor quotes Evaluate proposals from qualified contractors with transparent pricing.
Compare quotes side-by-side with detailed line items Review contractor profiles, ratings, and past work Request revisions or clarifications as needed
Approve quotes to create contracts Approved quotes automatically generate contracts and activate projects.
One-click approval creates binding contracts Projects activate with full contractor access Payment schedules and milestones are established
Checklist Work orders include complete scope and clear expectations Multiple contractor quotes obtained for competitive pricing Contract terms reviewed before approval
Troubleshooting Resolve issues quickly with guided diagnostics and escalation paths.
Work order issues Diagnose missing updates, stuck approvals, or scope confusion in minutes.
Check the activity log to confirm who owes the next action. Use side-by-side version history to reconcile conflicting edits. Escalate to contractor success managers directly from the timeline.
Financial discrepancies Trace invoice mismatches, duplicate payments, or incorrect retainage.
Cross-reference invoice line items with approved change orders. Download transaction audit logs for finance review. Submit discrepancy tickets with contextual attachments in two clicks.
Platform access Restore access for teammates and contractors without waiting on support.
Reset passwords or resend invitations from the directory. Validate SSO connection status and recent login attempts. Enable temporary read-only access for auditors or inspectors.
Checklist Root cause captured in the issue log for future analytics. Stakeholders informed with auto-generated resolution recap. Follow-up tasks assigned with due dates inside the originating project.
