Construction Client Manager

Data Management Save the time and hassle you get from using the conventional data management system of filing cabinets and manilla folders by converting your construction business files to our electronic system. This will allow you to access your data keeping it safe and secure, and readily available. From financial tracking to your most basic client information everything can be stored electronically. Easily search, edit or delete your data with our simple intuitive workflow designed system. Hover over images for descriptions - click on images to enlarge screenshots!



Schedule & Reminders Set reminders for yourself, your employees or sub-contractors to be sent by email and also appear on the schedule. Use the dashboard schedule to see all of your current projects as well as the clients, employees, and sub-contractors that are related to those projects. Use the calendar to see your active projects for a single day, week or an entire month. The same calendar can be used to view your financial data. Hover over images for descriptions - click on images to enlarge screenshots!


Project Calculator Easily calculate your project expenses by entering your labor, material and sub-contractor costs. Create your estimate price to send to clients by applying a percentage of profit. Hover over image for descriptions - click on image to enlarge screenshot!


Financial Tracking Keep track of your business expense and income with our easy to use electronic file and track system. Whether you file your taxes on a quarterly or yearly basis you can use our system to view your Transaction History and P&L Statement to use when filing your taxes. Hover over images for descriptions - click on images to enlarge screenshots!


Reporting Generate 10 different reports using the reports section designed around your construction business needs. We offer a wide array of reports that will help you file your taxes or help you send out post cards to your clients. Each report can be exported to spreedsheets or printed on paper. Hover over images for descriptions - click on images to enlarge screenshots!




Mass Mailer Use the mass mailer form for email marketing. This section will allow you to send emails to your clients with your current special offers or anything else you wish to inform them. You can also use this section to send emails to your employees or sub-contractors keeping them up to date with current projects. Hover over image for description - click on image to enlarge screenshot!


Multiple User Access Give other users access to your account which will allow them to add or update your business data. Whether it's a secretary or a skilled worker that you want to give access, you can add these users and at the same time set user job permissions to limit the type of work that user can perform. You can also hide sensitive data such as employee payroll and financial tracking information. Hover over images for descriptions - click on images to enlarge screenshots!