Answers
Answers about ControlBoard
Short answers to the questions contractors ask about ControlBoard®: what each part does and why it matters on a job. Customers find the step-by-step in Help inside ControlBoard.
Scheduling
Can ControlBoard® show the schedule on a calendar?How do I schedule people and equipment on a job in ControlBoard®?How do I see who is free and schedule them in ControlBoard®?How do we load our existing data into ControlBoard®?How does ControlBoard® control sign-in and what each user can do?How does ControlBoard® give me the schedule at a glance?How does ControlBoard® handle a company with several subsidiaries?How does ControlBoard® keep a company's schedule activities consistent?How does ControlBoard® keep track of our employees, equipment and other resources?How does ControlBoard® let us add our own fields to jobs and resources?How does ControlBoard® let us choose the filters each screen offers?How does ControlBoard® let us set it up for the way our company works?How does ControlBoard® manage the company's pick lists?How does ControlBoard® organize a company into divisions?How does ControlBoard® schedule labor and equipment across jobs?How does ControlBoard® show jobs, people and equipment on a map?How does ControlBoard® show what each job still needs on the schedule?How does ControlBoard® track what each job needs in labor, equipment and material?What does a user see first when they open ControlBoard®?What is the ControlBoard® Resource Schedule for QuickBooks?
Dispatch and the field
How does ControlBoard® keep a record of every message sent to the field?How does ControlBoard® plan equipment and material moves to the jobsite?How does ControlBoard® send group messages to the field and the office?How does ControlBoard® send messages and the schedule to the field?How does ControlBoard® send schedule texts and emails from our company?What can field workers do in the ControlBoard® Field phone app?
Time and payroll
How do foremen and timekeepers enter crew hours in ControlBoard® from a browser?How do supervisors enter time for a whole job in ControlBoard®?How do workers enter their own hours in ControlBoard® Field?How does a foreman enter crew time in ControlBoard®?How does ControlBoard® apply different time rules to different jobs and people?How does ControlBoard® approve time for payroll?How does ControlBoard® check time and send it to payroll?How does ControlBoard® control who can enter time for whom?How does ControlBoard® handle time off requests from the field?How does ControlBoard® help the office close out a week of field time?How does ControlBoard® keep an audit trail for every line of time?How does ControlBoard® let field workers punch in and out on the phone?How does ControlBoard® set up time sheets and pay rules for my company?How does ControlBoard® show the office what the field needs from it?
Job cost
Labor planning
Equipment and compliance
How does ControlBoard® keep track of equipment yards?How does ControlBoard® show where our equipment is and what it costs?How does ControlBoard® show who and what is out of compliance?How does ControlBoard® track certifications, licences and expiry dates?How does ControlBoard® track certifications, licences and inspections?How does ControlBoard® track rented equipment and what it costs?How does ControlBoard® track tools and who has them?
Forms and daily logs
Project management
How does ControlBoard® keep one directory of everyone we work with?How does ControlBoard® keep track of the customers our jobs are for?How does ControlBoard® manage RFIs on a construction job?How does ControlBoard® organize job documents and job contacts?How does ControlBoard® set what every dashboard shows for the company?How does ControlBoard® show a project manager what is waiting on them?How does ControlBoard® show every job and how each one is doing?How does ControlBoard® show everything about one job in one place?How does ControlBoard® track submittals from package to approval?
Bid to schedule
Assistant
ControlBoard 1.0 customers: the community and 1.0 support site is still open.