Schedule Management Planning

How to get Everyone on the Same Page

Scheduling and executing a project can be a mess. Whiteboards and walls filled with project progress updates, crew assignments, and vehicle locations. Papers shuffled from one office to the next in the hopes that they make it down the hall fast enough to notify the field supervisor of the new schedule before they leave the jobsite at the end of the day.

Making sure everyone has the most up-to-date information before the fleet leaves the next morning, or even in the next minute, can take countless emails, phone calls, and text messages. So how do you manage it all? How do you ensure everyone is seeing the same information at the same time?

We have seen a lot of companies struggle with these very questions. Over time, our specialists have developed some key questions for you and your team to answer when evaluating your schedule management plan.

  1. What tools do you have to create your schedule?
  2. Who will be in charge of creating and approving the schedule?
  3. What tools do you have to distribute your schedule?
  4. Who will be in charge of distributing the schedule?
  5. How will you manage schedule changes that occur one week, one day, and one hour before work is supposed to be performed?

 

Scheduling and Planning with TRUE

Within TRUE, project planning, scheduling, and even milestone tracking are equipped for you to have a plan in place when a new project is won. Create a gantt chart of your contract’s full prospective timeline and stages. Build schedules and assign the appropriate crew, equipment, and vehicles. Develop company-wide milestones to see how every project is performing across the board. All of this, related to individual project records for easy tracking and review.

 

TRUE Calendar and Scheduling

 

Since TRUE allows you to customize access permissions, only individuals with the correct permissions can approve, edit, distribute and change your schedules.

Have a last minute schedule change? Immediately notify the crew assigned to the project. With a simple click you can distribute alerts customized on an individual level to fit the communication needs of each crew member.

 

TRUE Milestone Tracking

 

Gone are the days of whiteboards, paper schedule pickups, and crew text group chats!

Want to learn more about the scheduling and planning features TRUE has to offer? Contact us today!

(833) GET – TRUE (438-8783)

sales@constructtrue.com

www.constructtrue.com

Already have TRUE and need some help? Check out our help center to learn all about planning!.

TRUE Planning Module Help

TRUE Exhibits at GlassBuild 2018

Once again the annual GlassBuild America exhibition (Sep 12-14) is upon us, and for the fourth year in a row, TRUE Contractor will be demonstrating all its exciting new features in sunny Las Vegas booth #1778.

TRUE (www.constructtrue.com) is the #1 self-performing glazing subcontractor software on the market with integrations for GDS, LogiKal, TOAD, Pro-Tech, and e/PWS. We’re excited to showcase our capabilities including bid management, submittal prep, contract management, labor scheduling, procurement, time keeping, and field reporting.

Stop by our booth #1778 to learn why TRUE really is the smart, simple way to manage your business.

Use promo code GLASSBUILD2018 to get “TRUE Time” for free for unlimited users for 1 year (a $700 value!).  Offer expires end of day Friday, September 14, 2018 and requires a subscription of 1 user of “TRUE Job”.  TRUE Time is an easy-to-use time clock app with GPS capture, job costing, and more.

contractor esign

Why Contractors Need eSign

Adopting an eSign tool for contract processing allows construction businesses to increase their efficiency and profitability. By now, most people have become familiar with the idea of approving and signing documents electronically. However, TRUE’s eSignature tool allows contractors to email proposals, changes orders, and other key documents to stakeholders directly so that they can review and sign them from anywhere in real-time. This is not only a popular feature but a necessary one when competing in today’s market. For any construction business, it is essential that the approval processed be clear to everyone involved. When the projects can be worth millions of dollars, everything should be crystal clear to everyone. TRUE was designed with the tools to help contractors be successful in every aspect of their construction projects.

The benefits of utilizing TRUE’s eSign tool, include:

Professional Appearance

First impressions are everything and it is important to start the relationships with potential clients on the right foot. During the bid process, your organization and professionalism should set the standard for the customer and how you will handle their business.

Simplicity

By using construction management software with an eSign tool, like TRUE, customers are able to review documents, request changes or approve and sign it within the app. Immediately after the signing, both signers are sent the signed copy of the document. This way there are no misunderstandings about what was approved and what needs to be done.

Efficiency

No more paper being shuffled around and no more delays because the necessary paperwork is not properly filled out or wasn’t filed correctly. Once the document is signed, you don’t have to worry about storing the paper copy or scanning it. TRUE automatically stores it in the Documents & Images module of your solution to reference whenever you need to. With TRUE, you are able to entering standard terms and conditions into the system to auto populate into the appropriate documents, streamlining the document generation process. You can then take the information from the quote or contract into a plan to track your job or bill your customer knowing that the invoice will reflect the terms of the agreement. This is ideal if you have multiple people in the office involved in the bidding/billing process.

Legality

Disputes around jobs are a serious issue. You want to avoid them by all means and having a signed document with the terms of the agreement can be a life saver. In both the US and Canada, e-signatures have the same validity as paper signatures. We would argue that they are even stronger: you have an email trail of the document being sent to the customer and signed back, and we store additional information on our end about this transaction in case you ever need it. eSignatures are legally recognized as legitimate forms of signature, and oftentimes are even more secure than paper and pen. Most reputable eSignature services also provide legal assistance if a dispute arises over the legitimacy of a signature, so sign away, knowing you are covered.  Using a time stamped eSignature with location accuracy eliminates the worry for potential forgery or dispute.

Security

In construction, paper can be easily damaged or lost, and signatures can be forged, smudged, or missed completely. When your signed contracts are stored in the cloud, documents cannot be lost, and your office staff has real-time access to completed files, giving them a jumpstart on file processing.

Customer Satisfaction

Your customers expect fast, safe and accurate contract documentation. Once your electronic contract has been ratified by both parties, all parties will receive a copy of the signed, legal documentation.  Having immediate access to their own electronic copy for insurance or personal use is a convenience they will appreciate, and expect.

We’ve worked with thousands of contractors over the years and the best ones always have a high level of organization around their contracts. Do not wait until it’s too late to get organized. Start today with your free trial by going to www.contructtrue.com/trial.

World of Concrete 2018

A huge thank you to everyone who helped make World of Concrete 2018 such a success! Can’t wait to get all of our fantastic new clients up and running with TRUE Contractor! Missed out on getting a demo at the show? Don’t fret, just head to www.constructtrue.com to schedule your demo today!

How Concrete Software Helps Contractors

There are a number of concrete software solutions currently on the market that claim to cater to concrete contractors. However, TRUE Contractor is the concrete software solution that actually delivers on that promise. With the all-in-one subcontractor software, users are able to manage all of their business workflows from initially capturing a lead to creating the invoice and processing the final payment. TRUE is also key in managing back office operations like time clock, payroll, scheduling, equipment tracking and much more!

Lead Management & CRM

Every customer starts as a lead, because of this it is important to begin the process as smoothly as possible. By using the CRM Module in TRUE Contractor, you can quickly capture new leads and create complete contact records with all of the pertinent information related to the prospect. Once a lead is entered into TRUE Contractor, the solution helps track the sales cycle and activities for each record. Then when a lead is won, that contact record can be easily be converted into an account for creating quotes and invoices.

Estimates & Orders

Creating professional looking, detailed quotes and orders is easy with TRUE; especially with the new TRUE Contractor Concrete Calculator. To create an estimate, users enter dimensions of an area, as well as the per unit cost of the material and TRUE will calculate the square footage of the area and the cost associated with paving, sealcoating or pouring concrete for that given area to create detailed line items. After completing the quote by adding all the necessary line items, users can convert that quote into a work order in one simple step.

Invoices & Payments

In TRUE Contractor, users are able to easily generate invoices from time clock entries and other line items from existing orders. These invoices contain account information, line items, cost centers, due date, payment terms, account balance and more. With the eForms function, TRUE Contractor will generate a PDF of the invoice for sharing with clients. Not only does our concrete software create invoices but it can also process check payments as well as process credit card payments through the Stripe Point of Sale Integration.

Scheduling

For concrete contractors who are tired of schedules made in Excel spreadsheets or on whiteboards, concrete software can help! With TRUE, contractors are able to create schedules based on worker availability, work orders, and key locations. The systems can then be set to automatically alert workers by email, text message, or system notification when they are scheduled for work. Using maps, the worker can then plan their route efficiently.

Time Clock & Payroll

Time tracking and payroll can be a pain point for any organization, concrete contractors are no different. There are multiple employees with different roles, working on different projects across numerous sites with varying payroll activities. With concrete software, tracking time and labor is much easier for everyone involved.

Employees are able to use the desktop or mobile version of TRUE or TRUE Time to make time punches. These time punches can be for a Division, Facility, Order, Project or Work Ticket and then assigned to the appropriate cost center. Management can even track what was done during the punch with payroll activity, punch type, and additional notes from the punch.

Vehicle & Equipment Tracking

Concrete Contractors often purchase or rent vehicles and specialty equipment to complete their work. These items are company assets that must be tracked and maintained. In TRUE Contractor, the Vehicle & Equipment Module is incredibly helpful because of the many features it offers. Assignment Logs are generated to track operators, tools assigned to the vehicle and the inventory put on the vehicle. You can also track fuel usage, maintenance history and requirements, and preventative maintenance scheduling. Users can also set up tracking and alerts for expirations for registration, warranty & insurance to prevent any lapses.

There are many features and modules in TRUE Contractor are designed specifically to support the business needs of concrete contractors. For more information about what TRUE has to offer Concrete Contractors, please schedule a demo at www.constructtrue.com/#contact.