This is a system for a building owner to make sure it stays on budget for
tenant build-outs. It has three major piece:
Job List: This is a list of all "jobs" (construction
projects) they're currently working on.
Job Detail: Gives all the specifics of a particular job, such as job
location, architect name and location, etc.
Budget: Allows creation/review of approved budget items by category, with a breakdown
as to which portion is to be paid by the owner and which part is to be paid by
Authorizations: For each budget category (for example,
"Masonry"), the ability to create authorized work that is to be done
under that budget category (each of which will result in a Purchase
Order). Also, for each budget item, total budgeted and authorized to make
sure the job stays within budget.
Insurance: For each Job, a place to store the expiration date of the
insurance on that job to ensure that coverage is never interrupted.
Mail merge: This client generates a lengthy, complicated
contract that has to be signed by all their sub-contractors. This system
integrates with Microsoft Word to quickly generate a contract for each Purchase
Order that contains all the right information in the right places. This
one feature alone saved significant time and reduced areas in a very important
part of their business.
Standard budget items: Certain budget items are standard
for just about every job. This system makes it easy to identify any
budget item as "standard" and then with the click of a button
all those items (with zero amounts) are added to any new job.
It's much quicker to delete a few that aren't needed than it is to
manually add them one at a time, plus it ensures that standard items are