Using our Proforma Templates helps builders make informed financial decisions, assess the feasibility and profitability of potential projects, secure financing, and present a professional financial plan to investors and lenders.

This ensures that projects are financially viable from inception to completion, reducing financial risks and maximizing returns.

Streamlined draw processing ensures timely funding, reduces administrative work, and keeps the project on track financially.

We handle the construction draw process from start to finish, including collecting invoices, categorizing expenses, and generating complete draw packages for submission to owners or lenders.

Accurate budgeting and estimating tools prevent cost overruns, ensure financial stability, and maximize the return on investment.

We provide tools and templates for accurate budgeting and estimating, helping you manage project finances effectively.

Efficient subcontract management reduces administrative burden, ensures compliance, and fosters better relationships with subcontractors.

We offer tools to help track and manage subcontractor information, including W9s, insurance certificates, master subcontracts, project subcontracts, and other requirements.

A professional presentation package builds confidence, clearly communicates the project scope and costs, and helps secure client approval.

We help create an initial presentation package for contractors to present to owners, including cost estimates and project plans.

Effective scheduling ensures that all tasks are completed on time, resources are managed efficiently, and the project stays on track.

We offer customizable scheduling templates to help you plan and manage project timelines efficiently.

Well-drafted owner contracts protect all parties involved, clearly outline responsibilities, and prevent disputes.

We help draft and manage owner contracts, ensuring all legal and contractual requirements are met.

Proper document management ensures that all important information is readily available, reducing the risk of lost documents and improving project efficiency.

We help set up a manageable system to keep all project files and documents organized and easily accessible.

Efficient bid tracking ensures competitive pricing, transparency, and the selection of the best subcontractors for the project.

We provide tools to help track requests for proposals (RFPs) and bids as they are received, ensuring a smooth and organized bidding process.

Efficient closeout procedures ensure a seamless transition from construction to occupancy, minimizing delays and ensuring client satisfaction.

We provide comprehensive guidance on the closeout process, ensuring all necessary steps are followed to complete the project smoothly. This includes final inspections, documentation, and ensuring all contractual obligations are met.

Implementing quality control checklists helps maintain high standards, reduces rework, and ensures client satisfaction with the finished product.

We provide tools and training to help you implement quality control checklists, ensuring that all aspects of the project meet the required standards

Clear project specifications prevent misunderstandings, ensure consistency, and keep the project aligned with the client's vision.

We assist in documenting and managing project specifications and selections, ensuring all design choices and materials are clearly defined and agreed upon.

Keeping detailed daily logs improves project tracking, accountability, and provides a clear record of the project's progress.

We provide templates and processes for maintaining daily logs, documenting daily activities, progress, and any issues that arise.

We provide comprehensive support to help our clients integrate and effectively utilize custom and leading construction management tools such as Buildertrend, CoConstruct, Procore, and others.