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Introducing Smart Contractor
Specially designed for construction contractors, Smart Contractor is an integrated computer program that
does everything a general or subcontractor needs, in one package, for one low price.
Here's what Smart Contractor can do:
- Create Job Estimates, with Options and Alternatives
- CPM Job Scheduling; Employee, Equipment, Sub Scheduling
- Print Job Proposals and Contracts
- Print or Email Vendor/Sub Quote Requests (RFQ's)
- Print or Email Purchase Orders
- Track Change Orders and Allowance Variances
- Print Invoices or AIA G702/G703 Draw Requests
- Track Payment Receipts, Accounts Receivable
- Print Job Recap Report/Final Payment Calculation
- Track Job Costs by Materials, Labor, Equipment, Sub, Other
- Store Job Site Photos
- Give customers access to job information On The Web
- Print Extensive Reports: Cash Flow, Estimated vs Actual, etc.
- Track Customer Contacts
- Integrated Document Management
- Fully Integrated With QuickBooks
- Easy to learn with "Tutorial Mode" online help
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Job Estimating
- Estimate and track item costs separately by Materials, Labor, Equipment, Subcontract, Other.
- Estimate labor costs by hours per unit, or dollars per unit.
- List estimate items in flexible "tree" structure. Each item can be broken down to any number of levels
of sub items.
- Create estimates by copying from other jobs or templates that come with the program.
- List and total estimates by Job Phase, Job Section, CSI Division, or item assembly structure.
- All Smart Contractor functions are based on the estimate data, so no duplication of data entry!
Allowance Tracking
- Automatically track allowances. Just check off allowance items in the estimate, the program does the rest.
- Automatically generate allowance schedules to list allowance items with allowance amounts, and "order
by" dates.
- Automatically reports allowance variances based on estimated vs. actual costs.
Options And Alternatives
- Use Options to show optional item pricing.
- Use Alternatives to show alternative item pricing.
- Easily convert Options and Alteratives to contract items.
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Job Scheduling
- Critical Path Method (CPM) schedules are created automatically from the estimate.
- Easily modify schedules in a graphical (Gantt chart) editor.
- Schedule is automatically adjusted when changes are made.
- Assign schedule resources (employees, crews, subcontractors, equipment).
- Automatically flag and report schedule conflicts.
- Print job schedules, employee/subcontractor work orders, resource equipment schedules, etc.
- Autmatically generate materials ordering schedule based on product order lead times.
- Job site inspection schedules.
- Automatically tracks and reports days behind/ahead of schedule.
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Print Job Proposals, Contracts, And More
Automatically generate custom job proposals and contracts from merge documents that merge boilerplate text
with job estimate and customer data.
- Comes with a complete set of documents and contracts:
- Allowance Schedule
- Change Order
- Cost Plus Contract
- AIA G702/G703 Draw Request
- Draw Schedule
- Fixed Sum Contract
- Job Progress Report
- Job Recap and Summary (Final Billing)
- Job Site Photos
- Allowance Variances
- Simple Estimate and Proposal
- All documents can be customized in an integrated MS Word compatible word processor. MS Word
is not required.
- Cut and paste your contracts into Smart Contractor merge documents.
- Prints your company's logo and letterhead on all documents.
- Merge any data: job, customer, and company data.
- Customer documents, reports, schedules can be printed, emailed, or posted to the web for customer access
24/7.
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Request Price Quotes From Vendors and Subs
Automatically generate vendor and subcontractor quote requests for products or items in the job estimate.
- RFQ's can be printed or emailed.
- Emailed RFQ's have attached spreadsheets in which vendor can enter prices and return by email. Program automatically
imports quoted prices from spreadsheets.
- Quoted prices are retained in a database for use in currrent and future jobs.
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Print or Email Purchase Orders
Automatically generate purchase orders listing quantities and quoted prices of products to be purchased from
vendors.
- Update Purchase Orders (purchases received) to track actual costs and quantities of materials purchased.
- Purchase transactions automatically downloaded to QuickBooks. No duplicate data entry!
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Change Orders
- Automatically generate change orders based on changes to original estimate. Minimal data entry required!
- Change orders are automatically printed in customer invoices and bank draw requests (AIA G703).
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Create Invoices And Draw Requests
Automatically generate invoices or AIA (forms G702, G703) bank draw requests.
- Invoices based on job items completed, or percentage completed, or dollar amount completed.
- Apply partial deposit amounts to any invoice.
- Prints AIA standard draw requests (based on G702, G703 forms) for processing construction loans.
- Invoices/Draw Requests are automatically downloaded to QuickBooks. No duplicate data entry!
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Job Recap and Final Payment Calculation
When a job is completed, provide your customer with a full accounting of the job to get a final payment. This
is a lengthy and time consuming task, but the Job Recap And Summary report makes it a snap. This report pulls together all
estimate and actual cost information to provide a complete job accounting summary and final balance due.
- Original Contract Amount
- Change Orders
- Allowance Variances
- Draw Requests (Invoices)
- Deposits Applied
- Payments Received
- Total Balance Due
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Complete Job Cost Tracking
- Single data entry of all job costs:
- Purchases (on account, by credit card, or check)
- Employee Labor Hours (time sheets)
- Cost information is automatically downloaded to QuickBooks:
- Purchases on account create bills in QuickBooks,
- Check and credit card purchases create check and credit card puchase transactions in QuickBooks.
- Employee time sheets create time tracking transactions in QuickBooks.
- Allows for complete job item costing broken down by Materials, Labor, Subcontract, Equipment, and Other Charges
- No duplication of data entry!
- All you have to do in QuickBooks is pay bills, run payroll, and print checks!
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Many More Features
Store Job Site Photos
A picture is worth a thousand words.
- Store any number of job site photos for each job item.
- Print them, email them, and post them on your customer's information web site.
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Post Customer Job Information To Private Web Sites
Use the internet to provide excellent customer communication and service! Automatically post updated customer
job information and job site photos to individual web sites for your customers. Information posted to customer web sites
includes:
- Allowance Schedule
- Allowance Variances
- Change Orders
- Draw Schedule
- Invoices (Draw Requests)
- Job Schedule (report and Gantt chart)
- Job Progress Report
- Job Recap And Summary Report
- Job Site Photos
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Put Sub and Crew Schedules On Your Web Site
Use the internet to communicate with your subs and work crews! Automatically send email to subcontractors and
work crews when schedules change, and post updated work schedules to your web site
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Extensive Reporting
Smart Contractor provides many valuable reports that give you instant access to vital job management information,
including:
- Current Job Status and Valuation
- Current Schedule Status (Days ahead/behind, critical items)
- Cash flow forcasting
- Estimated vs actual costs
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Customer Contact Tracking
Smart Contractor gives you a number of ways to enter notes and document customer contact.
- Separate notes on "job level", or "item level".
- Separate notes for inhouse viewing, and customer viewing.
- Notes are automatically date and time stamped.
- Notes can be viewed or printed.
- Customer accessible item notes appear on invoices.
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Document Management
Smart Contractor allows you to store links to any documents and files associated with your jobs or job items,
whether the documents were created by Smart Contractor, or any other software.
- Plans
- RFI's
- Quotes
- Transmittals
- Proposals
- Contracts
- Allowance Schedules
- Draw Schedules
- Work Schedules
- Change Orders
- Invoices
- Word Documents
- Excel Spreadsheets
- PDF Files
- Emails
- Scan, store, and track everything - Do away with paper!
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Integrate With QuickBooks
Smart Contractor can automatically share all data with QuickBooks:
- Customer data
- Job data
- Vendor/Subcontractor data
- Employee data
- Labor Hours ("Time Tracking" time sheets)
- Invoices
- Purchases (Bills, Checks, Credit Card)
- Payment Receipts
- No duplication of data entry!
- All you have to do in QuickBooks is pay bills, run payroll, and print checks!
- Supports QuickBooks Pro and Premier editions, QuickBooks Enterprise Solutions, QuickBooks Online Edition; US,
Canadian, and UK editions of QuickBooks.
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