Mechanical trades working on a commercial construction site

Mechanical contractors

Mechanical crews, tools and lifts on one board

ControlBoard® schedules a mechanical contractor’s pipefitters, plumbers, sheet metal and HVAC crews, lifts and subcontractors on one board, across long projects and service work. A labor forecast by trade shows whether you have the fitters for next quarter, and the company labor plan adds every job up. The tool crib knows which tools are with which person, job, truck or gang box. Crews get the schedule on ControlBoard Field, foremen keep the crew’s hours on the phone, and RFIs and submittals sit on the same job as the schedule.

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Sound familiar?

Three jobs need fitters in April, and we have fitters for two.

The press tool left the shop in January and nobody knows where it is.

The scissor lift is booked on two floors of two different jobs.

The foreman waits a week for an RFI answer that sits in someone's inbox.

A day on ControlBoard

The day, from the yard to the pay week

6:30 AM

Crews and lifts by trade

The board shows each job’s fitters, sheet metal crew, lifts and subcontractors for the week, with open needs beside filled work and a conflict wherever one person or machine is booked twice.

Open needs across jobs: crews, people, equipment and material each job still needs, by priority

10:00 AM

Tools where they belong

The tool crib shows where each tool is right now: with a person, on a job, in a truck or gang box, or at a yard. Counts of a truck or a job find what is missing.

Tool crib: each tool's status, where it is and who has it

2:00 PM

Questions answered on the job

With the Project management module, RFIs and submittals live on the job with whose court the ball is in. Each person’s own queue shows what waits on them, and ControlBoard Field carries a project tab.

Quarter ahead

Hire or shift in time

Each job’s labor forecast by trade rolls into the company labor plan, against the people you have and the work already scheduled. A shortage shows months out, split into timing and volume.

Labor plan health: whether the work can be staffed

Mechanical contractors on ControlBoard®

Facts
Price	Published, per person, from $4 a month
Project management	RFIs, submittals and job documents (Project management module)
Tools	Tool crib custody by person, job, truck, gang box or yard (Equipment and compliance module)
What goes on the board	Trades, crews, lifts, equipment, subcontractors and material
Who it is for	Mechanical, plumbing, HVAC and sheet metal contractors

The parts you will use

Scheduling: Labor, crews, equipment, subcontractors and material on one board, against each job's needs.
Dispatch and the field: The schedule to every phone by text, email or app, replies on the job's thread, trips and moves.
Time and payroll: Punch or type hours, the foreman's crew sheet, the office week, approve and lock, the payroll file.
Labor planning: Forecast hours and heads per job, the company labor plan, plan health and the booklet.
Equipment and compliance: Licenses and certifications, service plans, GPS, rentals with return due, and the tool crib.
Project management: RFIs and submittals with ball in court, job documents, and My PM work across every job.

“DDS Mechanical Review”

Deployment and Flexibilty. Great customer support!

★★★★★

Savvas K, Operations ManagerConstruction, 51-200 employees
Capterra review, 05/21/2021

Works with

QuickBooks OnlineCustomers, jobs, employees and vendors come in from QuickBooks Online; approved hours go back as time activities. Sage IntacctProjects, employees and their customers come in from Sage Intacct; approved hours and chosen project fields go back. Sage 100 ContractorA small read-only agent on your own server brings Sage 100 Contractor clients, jobs and employees in, on a schedule you set. Sage 300 CRECost codes, scopes and job-to-date cost come in from Sage 300 CRE exports; approved hours and standard items go back as a labor distribution file. ComputerEaseJobs, employees and the job-cost ledger come in from Deltek ComputerEase, read through its API on a schedule. ProcoreProjects, cost codes, people, vendors and equipment come in from Procore, so field scheduling runs on your Procore projects. SmartsheetRows from the Smartsheet sheets you choose come in as jobs and dates, so planning in Smartsheet feeds the schedule. ADPApproved hours go to ADP as a payroll file, by person and pay period. Google CalendarThe schedule goes to Google Calendar as events and stays in step as the board changes.

Common questions

Does ControlBoard work for mechanical contractors?

Yes. Mechanical contractors schedule fitters, plumbers, sheet metal and HVAC crews by trade across long projects and service work. Lifts, equipment and subcontractors sit on the same board, conflicts are marked, and open needs show beside the work already filled. The schedule reaches the crews on ControlBoard Field, and their hours come back from the foreman’s crew sheet.

Can ControlBoard track tools across jobs and trucks?

With the Equipment and compliance module, the tool crib records where every tool and reusable item is: with a person, on a job, inside a truck or gang box, or at a yard. Every hand-off is kept, and a count of a yard, truck or job compares what should be there with what is.

How does labor planning work for a mechanical contractor?

Each project manager forecasts the job’s labor hours or heads by trade, crew or cost code. The company labor plan adds every job’s forecast against the people you employ and the work already scheduled. It splits a shortage into timing and volume, so you can tell whether to hire, move a start date or add overtime.

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