Related Products
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About
Make your client onboarding process repeatable & predictable. No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time. Use our ready-made process templates or customize your own. Build-in conditional logic, input forms and automations. Continuously improve your process and propagate changes to all your active onboardings. Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks. Checklists, intake forms, and dynamic dates. An organized Kanban view that stays up-to-date automatically. Flexibility to change things up on the fly. All key information, there at a glance. Delegate onboarding tasks. ProcessKit has your team's back. Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
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About
Managing project documentation is a full-time job for many construction organizations. Between emails, shared drives, and other disparate tools, information often falls through the cracks. While some companies might have processes in place to help keep things in order, most lack a powerful online system that manages company standards and supports their efforts through automation. Each form has related tools including visual workflows, action items, drag-and-drop attachments, collaborative comments, and reference links. In addition to various standard fields and tools included on each form, a full activity history is tracked so you always know who made a change and when they made that change. ProjectTeam.com comes with industry-standard forms ready to go on day one of using the system. Expand the default functionality by adding custom fields to standard forms or creating custom forms. You have complete control over everything that happens on your job site.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Agencies that need help to onboard clients
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Audience
Construction management solution for companies
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$59 per user per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationProcessKit
Founded: 2018
United States
processkit.com
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Company InformationProjectTeam
Founded: 2011
United States
www.projectteam.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Construction Management Features
Accounting Integration
Not Supported
Budget Tracking/Job Costing
Supported
Change Orders
Supported
Commercial
Supported
Contract Management
Supported
Contractors
Supported
CRM
Supported
Equipment Tracking
Supported
Estimating
Not Supported
Incident Reporting
Supported
Mobile Access
Supported
Offline Access
Supported
Residential
Not Supported
RFI & Submittals
Not Supported
Subcontractor Management
Supported
Timesheets
Supported
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