Business Automation for Construction Contractors is a tough goal to reach.

There are many Trades and sub-trades involved, and managing the bids in a timely fashion, and without errors and omissions is difficult.

Manage Construction jobs better with workflow automation and augmented operations staff.

Construction CRM built for Contractors, integrated with email, accounting, and other apps, and that communicates real-time information, augmented with the right people to manage it, is the solution.

Contractor CRM, SFA, and Back-office SaaS solutions integrated with other apps, with setup and training included.

Contractors need to automate their business from Marketing, through Sales, to Quoting & Estimating, then Billing & Invoicing, Contracts, Project Management, and onward.

We help manage the customer through the entire customer lifecycle.

The 'CRM' is one integrated system, to manage in-house and mobile employees, and connects them with customers and trades.

The CRM is the Central record and shows if anyone in my organization had communicated with them by text, email, etc.

Simple and easy to use with custom fields added into the CRM, showing up in Estimates, Contracts, Scope of Work, Work Orders, and Invoices so that the data in the document is generated in real-time.

Setup and Training Included

The Fast Track program covers data migration, CRM setup, user training, and integrations with other apps.

Fractional People-as-a-Service to augment your people with a dedicated, trained team of professionals in business operations management. We empower your team by automating mundane tasks with people, plus AI.

Automate Sales ops, Marketing ops, CRM management, Customer support, IT support, and more.

Contractor Workflow Automation

Initial call details are tracked with the correct data to create an accurate Scope of Work document to send to customers via e-mail, text, etc.

Customers fill out a survey or web form on our website for self-service entry of the scope of work from either customer, employee, partner, etc.

Here is a sample workflow of what is typically automated in the business workflow:

.   Capture the critical information on the first call.

.   Lead Management - flag a hot prospect.

.   Manage the scope of work for the project.

.   Line up contractor bids and send the scope of work to get bids

.   Send estimates to customers.

.   Contract Management

.   Job Scheduling

.   Send Work Orders to subcontractors.

.   E-mails, texts, and tasks with real-time alerts.

.   Track conversation threads on each job.

.   Reminders for follow-up with contractors and Clients

.   Project Management with Timesheets & Work Schedules.

.   Gantt charts, resource management, inventory

.   Send invoices for payment

.   Order management, eCommerce, and payment management

.   All in one system. Fully Integrated. Fully customizable.

.   Setup & Training included

.   Human Capital Management empowers HR to hire the right people and keep them in your employ long-term.

.   Create Web forms that populate the CRM

.   Customer surveys

.   Integrate with Quickbooks

.   Integrate with Gmail, Google Calendar, Outlook365 email, and Calendar

.   eSignature and paper signature on Estimates, Invoices, Contracts, Work Orders, POs, and other documents.

.   Integration with Other Apps

.   Ongoing Data maintenance, CRM administration, training, and support.

Reduce costly errors and omissions.

It is critical to get the jobs quoted properly, without errors, and with the most up-to-date pricing and terms possible.

Reducing Errors in Estimations, Quoting, Contracts, Billing, and payments, means more money in your pocket. Since the data is saved in the CRM, and the workflows from there, it is always pulling the latest real-time information.

Automation of the entire business workflow, data, people, and processes.

The CRM helps to consolidate information from email, text, phone, other apps, and databases, to make sure everyone is seeing the most up-to-date information.

Augmented staff are also helping to manage the Customers, Projects, Quotes, Invoices, and Contracts, to help automate tasks, consolidate information from many sources, and manage the CRM so that there are extra people there, to help manage each step.

This greatly reduces errors, and missed quotes.

It reduces the chance that you miss something that can be very costly to fix after the fact.

Being first can win more business

The customer won't wait for quotes on jobs to come in, they will often go with the first one that meets their needs, timeline, and budget.

Integrate Estimate and Invoice templates into the CRM

The customer sends in the templates they currently use for Quotes, Estimates, Invoices, Work Orders, etc. Templates are usually created in Excel, Word, Googe Docs, Google Sheets, or some other equivalent. These templates are embedded within the CRM system, so that the look and feel as well as the real-time data shows up, as it is pulled from the CRM and other apps and databases.

Custom Fields added to the CRM can be included in the estimates and invoices documents, such as:

.   Business Number

.   Job Name

.   Name and Address

.   PO#

.   Job Name for commercial clients

.   Signature field

.   Date field for signing

Documents are printed from the CRM and signed, or signed digitally from a device, or via email.

Structure and Room Descriptions

Room and Description are tracked in the CRM and used for quoting and getting bids, based on the work required in each room.

The CRM contains information about the room sizes and window sizes and other information to help design a custom fit for every client, based on their specific needs.

The system tracks the information and then they build their estimates and invoices based on the bids received by the Trades.

The CRM sends out information for bidding by trades.

Trade Bid Management & Follow-ups

Contractors manage the sub-system of contractors like plumbers, carpenters, engineers, architects, and concrete, and onwards.

Customer Quotes are a collection of quotes from each sub-trade, compiled into one quote to make it easy to present to the customer, with a final price, project scope, and timeline of completion.

Quotes and Estimates are attained, from each sub-trade, managing them and following up with them continuously, to get quotes on the trades so that the final Customer Estimate (quote) can be created for the customer.

This is a sample of what a typical project workflow might look like:

customer calls or emails and wants to put a kitchen in their basement.

Enter customer information into the CRM. If an existing customer, view the customer record and look at previous jobs and for which rooms in which house/building they are referring to.

Create a new project for this job, linked to the structure and the customer without having to re-key info, ie they pull in the data from the existing database.

If it is a new structure, enter the details of the new house/building, etc.

Start setting the scope of work for the project

Estimating: Consolidating and Communicating all quotes from Trades

Consolidating Quotes from Trades involves a lot of people and moving parts.

Collaboration between head office, management, field personnel, and remote workers in one system, with a workflow that spans many departments, but handles the customer interactions throughout the entire customer lifecycle.

Trades often respond with quote prices and details in their method of choice, and not the same way the request for quotes was sent.

For example, sometimes they will reply to the owner with a quote when it was the Quoting department that needs to receive the quote.

If the owner doesn't remember to send out all the quotes received from all the trades on time, they slip through the cracks, slowing down quoting, and introducing errors as the quotes need to get out the door quickly to get the job.

Follow up with Trades

Follow up with Trades to get their Quotes and Invoices in, in a timely fashion, as a good Customer Quote can't be created until the quotes come in for all the parts of the job from each trade.

I may email and they reply in text.

Trades reply and say 'and say I can quote it for this amount' and provide details on what part of the job they are bidding on, how long it will take, how much it will cost, etc.

Collect the consultation fee, if appropriate, and render an invoice to collect payment for today's consultation.

Finalize Scope of Work

Identify exactly what the customer wants to proceed with after being presented with options.

Re-write the specs for the final contract for signature.

Send out information to all trades on their part of the agreement, pulled from the Customer, Contract, and bid information for that Trade, as has been entered in the CRM.

The scope document lays out payment terms.

Follow up with Trades to finalize bids

Follow up with Trades to get their Quotes and Invoices in, in a timely fashion, as a good Customer Quote can't be created until the quotes come in for all the parts of the job from each trade.

The CRM sends out the specs for each Trade, to all the Trades for bidding. The CRM consolidates all bid information from the Trades

The CRM generates the Estimates, Agreements, Scope of work, Contracts, and other documents, with real-time data.

Trades reply and say 'and say I can quote it for this amount' with detail on what part of the job they can do, how long it will take, how much it will cost, etc.

Finalize Documents for Signature

Create an Agreement and Scope of work documents, other contracts, etc. to be signed. Real-time data is pulled from the CRM to populate documents with the latest quote details from Trades.

Collect Installment Payments

Collect Installment payments throughout the phases of completion of projects. Installment payments with a percentage downpayment, then progress payments completed, then final payment when the job is completed is typical.

Receive payment via Payment Processor

Integration with payment processor so that when a sale is made, or an order placed, from within the eCommerce apps, within the Accounting system, or within the CRM, then the order is placed and synched between all apps.

The credit card information is not stored, but the card is processed in real-time, triggering workflow rules and database updates in the CRM, Accounting, and other apps.

Orders can be placed online, from within the CRM, or other integrated apps, from the website, over the phone, by email, etc.

An email alert is sent to staff, alerting them of the sale.

A receipt with an Invoice is sent to the new customer, as a record of the transaction.

Text messages are sent, where opted-in, for confirmation alerts.

The customer is dropped into an email Drip Campaign detailing onboarding steps.

Jobs are created, tasks are created and assigned, databases are synched and checked, and reports are updated.

Dashboards, KPIs, and Analytics are refreshed with real-time data, other apps are updated with the information they need to proceed.

Integrate with Quickbooks Online or Desktop

Sync Quickbooks records from the CRM to Quickbooks, one record at a time, with the click of a button.

Integration with Quickbooks online to push data up to QuickBooks for estimates and accounts and contacts and invoices.

Each record is synced individually, once all information is updated and ready, allowing the choice of which record to update. Click the button and it updates that record, one at a time, to reduce error, and re-work.

Good reporting to show sales pipelines and quickly create schedules for each day.

Google Maps Integration Track Locations of Trucks and Crews

Track the location of trucks with GPS-mounted truck locators, integrated with Google Maps.

Track where trucks are located, their scheduled routes, estimated time of arrivals, completed routes, time spent on each trip, and more.

Show jobs on Google maps, with details on the job, status, date and time, etc.

Share arrival time and location of trucks with customers so they can see where the truck is and arrival times.

Integrated Click-to-Dial

Click to dial from the customer record and go through VoIP and soon as it hangs up then it brings up a screen it allows you to record the call and add call notes right away.

Automate Employee Relationship Management

Business succession planning, staffing, and fulfillment require a team of people that stay with the business, to learn how to succeed, over time.

This takes time, and automating business processes in the CRM is the solution to sharing critical information, processes, documents, etc with the right people, at the right time.

Onboarding is time-consuming and expensive

training is a real cost and it takes them time to get trained.

It takes a lot of effort to continually train, motivate and retain staff.

Employee Relationship Management, pre-integrated with the CRM, along with fractional augmented operations staffing helps solve these challenges.