Features

 

FeaturesBasicAdvancedPremium
Standard Features
Unlimited Projects


Unlimited Users & Employees
User Permissions (global and per project)
Address Book (Standard, Customers, Vendors)
Address Book Categories and Classifications
Subcontractor Management
(offices, document upload, company rating)
Contracts & Subcontracts Management
Project Sharing
Subcontractor & Architect Project Permissions
Submittals
Request for Information (RFI)
Proposal for Change Order (PCO)
Daily Reports
Bid Management
Project Files Sharing
Tasks and Reminders
Expediting Report
CSI MasterFormat Numbers & Titles
Gantt Chart Scheduling
Billing/Accounting Features
Progress Billing
Application and Certificate for Payment AIA G702*
-
Schedule of Values AIA G703*-
Export Schedule of Values to an Invoice-
Chart of Accounts-
Products, Services, Bundles, Categories, Classes-
Invoices**-
Expenses**-
Integrations
Integration with QuickBooks Online***--

 

* Licensed AIA Forms bundle (AIA G702 & AIA G703) is available for purchase through Cloud PM with a significant discount.

**Invoices and Expenses can be generated within the system, but currently they can only be printed or saved as a PDF through QuickBooks Online.

*** QuickBooks Online integration is available at no cost for both existing and new QuickBooks accounts, with the option to purchase new QuickBooks Online account through Cloud PM.

Experience seamless integration with QuickBooks Online for enhanced financial workflow efficiency. Subscribe now and enjoy exclusive discounts along with an additional 2 months of free access to Cloud PM. Simplify your success and propel your business forward.

If you’re currently using another accounting software, rest assured – we’ve teamed up with a top-tier company specializing in seamless Data Migration to QuickBooks. Your transition is worry-free as all your data will be effortlessly transferred to QuickBooks Online, ensuring a smooth and efficient migration process.

Do you have a question? Would you like to schedule a live Demo?