IPVMU Certified | 03/21/15 03:54pm
Do you need something that follows the AIA Contract Admin/ Project Management Forms template?
If you mainly do new construction project this may help narrow your choices. Otherwise, it is the 'wild west' in my experience, where custom applications are common.
Ted, what do you do currently? Is it mainly calling or emailing people asking about each project?
Btw, Basecamp is a popular and relatively inexpensive offering.
Tedd we have been using Workflowmax for about 3 years now. We use it for basic quoting, time sheets, job costing, invoicing (we use XERO for our accounting software) and project management. Overall I am very happy with this solution and so our techs. It's cloud based and works with our document management solutions and the best part is it's very cost effifective.
Thanks. We are system integrators and our disciplines are very diverse. Under the Intercontinetal Brand is Intercontinetal Security, Intercontinental Theater and Sound and Intercontinental Investigations. Just a sampling of work in progress is three residential prewires in various stages of completion, residential camera system and security installtions, an integrated commercial access control and camera system, a fire alarm elevator recall system, an access control system at the airport which is a critical infrasteucture, home theater systems, etc.
I would like to be able to see a snap shot of where we are on any one of these projects at any time so I know if I need to get involved to put out a small fire before it becomes fully involved. Basically, our systems work, but from time to time the fit will hit the shan.
IPVMU Certified | 03/22/15 01:27pm
We use www.tigerpawsoftware.com, it isn't perfect but it does alot of things really well.
I also know we evaluated http://www.fieldone.com when we were deciding.
Best of luck.
IPVMU Certified | 03/22/15 03:15pm
+1 on Basecamp.
We have built a template that we use for all installations that works rather well. There are default todo lists for every involved department from the sales process to installation to customer service a week after.
You can also add your customers to a project and decide what they're looped in on, and everyone can reply and interact via email or mobile app, so it's easily adoptable by the less tech savvy.
I am no longer in the security space, but I currently use SmartSheet. Very easy and very intuitive. Shows how much I have enjoyed this forum, as I am out of your industry, but LOVE reading the latest. Keep up the great job.
If anybody likes Basecamp, check out Trello. It's more powerful and FREE!
Thanks for the input. I have swome research to do. I also took some of the ideas and started to work on writing my own. I'll just add it to the list. lol