The Most Popular and Important Contractor Software Features

7 Construction Management Software features

Contractors usually make use of contractor software for one or more of the following purposes: customer relationship management (CRM), accounting and financials, scheduling, group administration, project administration, materials administration, doc administration, tools & equipment tracker, reports, bidding, and surety bonding.

1. Customer Relationship Management

CRM features in contractor software allow contractors to enter their clients contact info or import it from elsewhere, and fix essential documents related to a selected client.

2. Accounting and Financials

Accounting options are indispensable, particularly if you happen to’re caring for accounting all by your self. Typically these embody budgeting, payroll, invoicing, billing, and money movement choices. They assist contractors make knowledgeable choices, typically straight from the sphere, resembling when they should plan bills and make monetary forecasts on the spot.

3. Scheduling

As easy as scheduling options could also be, they continue to be very useful for contractors who need to arrange their days most efficiently and keep monitor of their group’s actions. Scheduling options permit contractors to additionally assign duties to their group members, monitor process progress and assign totally different ranges or precedence to every process.

4. Team Management

Team management features overlap with scheduling choices. However, whenever you have a look at particular staff administration options, one of the best offers targeted administration of staff activities, progress, status, and time monitoring. They also permit for more coordinated teamwork and maintaining teams notified of modifications to a job.

5. Project Management and Document Management

Some contractors desire a separate project management performance, permitting them to adopt a chicken’s eye view of their projects, but additionally to zoom in and preserve monitor of even the minutest details.

6. Material Management and Equipment Tracking

Material administration monitoring features often come hand-in-hand with tool and gear monitoring options. These features can help you monitor and management what occurs to materials that your suppliers deliver, in addition to evaluate quotes you’ve obtained and cash you’ve paid for materials.

7. Surety Bonding

Without being licensed and bonded, no contractor can carry out work legally.

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