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