Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (4)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Task Management (6)
Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (7)
Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
Field Collaboration
Enables and simplifies communication on the site and between the office and field.
Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Workflow Management (2)
Proposal Generation
Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities.
Integrations
Supports the interfacing of the solution to construction project management and construction accounting solutions.
Job Costing (3)
Access to Cost Databases
Provides users access to a database of historical job costs of past construction projects.
Digitizing Quantities
Provides users the ability to monitor and update project costs, and track all utilized resources
Work Breakdown Structure (WBS)
Provides users with templates that break down individual construction cost requirements into tasks.
Data Gathering (3)
Cost Calculators
Provides formulas and tools to facilitate the calculation of industry-specific costs and/or associated labor.
Enterprise Search
Leverages optical character recognition (OCR) technology to enable the search of text within blueprints.
Multiple Input Formats
Supports the uploading and input of blueprints using a variety of file types (SVG, DXF, DWG, PDF, JPEG, etc.) and sources of input (CDs, email, portable drives, etc.).
Bid Generation (4)
Collaborative Editing
Enables multiple users to perform takeoff on a single project.
Automated BoQs and BoMs
Automates calculates and generates Bill of Quantities (BoQs) and/or Bill of Materials (BoMs).
Versioning
Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.
Integration with Estimating Software
Integrates with third-party construction estimating software to supplement the overall cost management process.
Development Tools (3)
Drag-and-drop Form Builder
Allows users to create forms with branching logic without any code.
API Builder
Provides a built-in API builder for developers.
Integrations
Integrates with back office systems, content management systems, and other types of office software.
Field Tools (6)
OCR
Provides built-in optical character recognition (OCR) functionality.
GPS & Time Stamps
Records GPS and time data points in reports.
Barcode and Signature Capture
Allows users to attach barcode and/or signature data within a report.
Image and Video Capture
Provides built-in image and video recording capabilities.
Offline Capability
Allows users to access and finalize forms without an internet connect.
Embedded Work Instructions
Allows users to access built-in work instructions.
Back Office Tools (3)
Report Formatting
Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).
Roles and Permissions
Define and manage roles and access rights for the entire system.
Analytics Dashboards
Provides performance analytics dashboards.
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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