Schedule
- Four views: the job board you know, a resource board, daily dispatch by the hour, and a job timeline you can drag to move a whole job.
- Open needs beside the work already filled, double bookings flagged, and capacity in every column.
- Trips and moves that get equipment and material where they need to be, and a map of jobs, people and equipment today.
- Undo for your own recent schedule changes, and a history of who changed what.
Field
- ControlBoard Field, a new phone app for iPhone and Android: each person’s schedule, directions, who else is on the job, two-way job messages, photos and notes.
- It works without signal and sends the day’s work once the phone is back online.
- Time off requests and the tool crib from the phone.
Time
- The time clock on the phone, with the location read only at the punch, or typed hours.
- A crew time sheet for foremen, on the phone or in a browser.
- The office checks the week, approves each person and sends a payroll file; a sent week is locked, and late time goes in a supplemental batch.
Cost
- One live budget per job, from the bid or by hand, with committed cost, cost to date and projected final by cost code.
- Actuals from ControlBoard or from your accounting system.
Planning
- A labor forecast per job, spread across its working days.
- A company labor plan that shows shortages early, with hire, bench and overtime signals.
Equipment
- Licences and certifications with renewal history, service plans and expiry notices.
- Rentals with return-due alerts, idle-rental cost, and tool crib custody.
Forms
- A form builder for inspections, checklists, permits and tailboards, filled on the phone.
- Daily logs with weather, delays, incidents, quantities and photos.
Project management
- RFIs and submittals with who has the ball, job documents, and a work queue for each PM.
- Outside access for owners and consultants by a secure link.
Assistant
- An in-app assistant that answers from the help and your company’s own data, and never reads more than the person asking can see. Your administrator decides who may use it and what it may spend.
Integrations
- Connectors that start read-only: QuickBooks Online, Sage Intacct, Sage 100 Contractor and Samsara, beside the 1.0 connections to Acumatica, ComputerEase, Deltek, Maestro, Knowify, Procore, Smartsheet, BambooHR, Salesforce, calendars and telematics.
- Files for Sage 300 CRE, ADP, Paychex Flex and any payroll service, and HCSS HeavyBid and B2W Estimate bids.
- One import workbook for every list, and the ControlBoard API for your own software.
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