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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.

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.

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

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

Audience

Agencies that need help to onboard clients

Audience

Construction management solution for companies

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$59 per user per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ProcessKit
Founded: 2018
United States
processkit.com

Company Information

ProjectTeam
Founded: 2011
United States
www.projectteam.com

Alternatives

Alternatives

Cyanic Job Book

Cyanic Job Book

Cyanic Automation

Categories

Categories

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

Integrations

Zapier Supported
hh2 Not Supported

Integrations

Zapier Not Supported
hh2 Supported
Claim ProcessKit and update features and information
Claim ProcessKit and update features and information
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Claim ProjectTeam and update features and information