Small Construction Company Software

Is there a difference between construction software for a small company, and one of the bigger guys?

Boy – we sure think so.

We’ve seen a lot of different software over the time we’ve been building SiteBoss, so I guess you could say we’re experts on this. We’ve seen how projects are managed, how customers are handled, how documents are tracked, and how finances are integrated (hint: they usually aren’t) – and we have some thoughts:

  1. Ease of use is everything. The assumption when building for larger companies is that someone will be dedicated to running this software – usually as a full time job – and will get trained to do so. We don’t make that assumption with our customers. We assume you have better things to do than learn and deal with idiosyncrasies of software NOT written for a company of your size. Small construction company software doesn’t mean less features (on the contrary – it usually means more), but it absolutely means those features have to be well designed and intuitive.
  2. Nobody wants to enter things twice. Forget about three or four times. We are amazed by how little finance is integrated (and no – a download from Quickbooks doesn’t count), when we just opted to build a complete financial system. Construction finance software isn’t a rare commodity – but having it integrated with your project management sure is.
  3. Documents are crucial. Some of the construction software (for small companies) we see lacks this completely. It’s more than getting scans of documents. It’s being able to pull them from multiple sources, and related them to anything – a customer, a project, a task, etc. It helps the small company on two fronts: it keeps you organized, and it allows for documents to be easily located, from anywhere that has an Internet connection.
  4. Everything on the web. Installed software is a thing of the past – it’s just not DONE anymore. Software via the web means that WE handle the servers, the backups the security, the performance, and upgrades. It means that YOU get access to every feature and all of your data, from any device, anywhere that has an Internet connection.
  5. Price. This is really the big one. Some companies won’t even let you TRY the software until you commit to SOME sort of contract. The prices are based on per user or per job or per job per month. We think our pricing is better.  And how about a free trial?

Small construction company software SEEMS like it should be different – less features, less capability.  Not true.  You just have to know what counts, and look for that.


Working hard making construction project management easier!

We can imagine there will be a day when we have a hard time finding new ways to make life easier for people to manage their construction projects – but it’s definitely not today.  We’ve spent the last couple of weeks making a BUNCH of stuff easier – here are the highlights:

Project entry

  •    Only key data is requested at project creation time
  •    Quick entry fields for rapidly entering project tasks – just type and hit return
  •    Subtasks – two additional levels of subtasks to allow for organization any way you want
  •    Enhanced templates – much easier to use, more data gets moved forward for you

Project management

  • Completely redesigned project management screen based on user feedback
  • Expand/contract top level tasks to see subtasks
  • Easily move tasks around in order using arrows or drag and drop
  • Quick add subtasks right from the project screen
  • Quick edit key items (assigned to, start date, status, cost) right from the project screen.
  • Break out markups separately – both on the project screen and the customer portal view.
  • View and print your project to take it with you if you need to.  (Or maybe buy a tablet and do it all in the field?)

Construction Project Management Should Be Easy!

We aren’t kidding when we say that  it is our passion making things easier for our customers.  Saving time, saving money and managing construction projects more easily is what keeps people coming back to use SiteBoss, and we’re going to keep working to make it as easy as possible in all respects.  Let us know if you have an idea – something you’d like, or something you think would help others.  We’ll probably do it.  We’re geeks like that.


Starting a construction company – 6 things NOT to do

As a result of what we do, we get to see a lot of people starting a construction company for the very first time.  We like this.  It warms our hearts to see people following their dreams, wanting to be their own boss, and cut a larger piece of the construction pie for their families.  What we hate is seeing those businesses fail, and they do fail.  A lot.  We’re not going to go into numbers, because it’s not helpful.  We just want people we work with to not be part of that group.  If SiteBoss can help any number of people stay out of that column, we’re happy.

We could give you a bunch of things you SHOULD do when you start a business (in fact, we already have), but it occurs to us that it is more important for you to be absolutely sure you DON’T do a few things that can really get you into trouble.  So:

  1. Don’t start a project without a complete breakdown of YOUR costs.  This one is easy to skip, because it’s easy to get rough estimates of what things are going to cost you, from people you trust.  Don’t do it.  Get REAL quotes and organize them (and preferably bid them out to multiple vendors to make sure you are getting the best deal), so there are no surprises down the road.  Nothing will kill a business (and your drive to work) like waking up and realizing you aren’t going to make enough (or maybe ANY) money out of a job.
  2. Don’t start a project without a SIGNED contract.  Another easy one to skip.  It’s crazy how many contractors we run into who don’t want to get a contract signed because it “damages the trust with the customer”.  Hogwash.  Anyone spending money to have their home or business worked on is going to want a contract.  You should want one too.  Remember:  contracts are less about protection, and more about clarifying everyone’s understanding of a job.
  3. Don’t manage subcontractors like a friendship.  Same as #2 above.  If you have a contract with the guys you are working FOR, why wouldn’t you have the same thing with the guys you are working WITH.  Crucial.  Payment terms, scope of work, late penalties – it should all be in there.
  4. Don’t do change orders on a handshake.  This is huge.  Our guess is that MOST contractors happily fly without change orders.  Two things here.  First, that you are just setting yourself up for disaster if you do this.  Something as simple as “Can you move this outlet to the other wall?” can end up being a point of contention in court if things ever (heaven forbid) get ugly.  Second – money.  You should be charging for EVERY change order, no matter how small.  They take your time, and your time isn’t free.  Starting a construction company means valuing your time.  All of it.
  5. Don’t think that there won’t be problems.  There will be.  On every job.  With every vendor.  Almost every day.  Be prepared to deal with those, and with a smile on your face.  Remember – this is your role in the whole thing – the guy that deals with problems.  It’s what you are good at, and it also happens to be why you make the most money.
  6. Don’t even THINK about not using financial software.  Another huge mistake.  Putting checks in the bank and keeping track of things on paper is NOT good enough.  You will forget things, you will overpay people, you will forget to collect things.  Use something.

OK, yes.  SiteBoss by Pi Software does indeed do a lot of these things for you, and pretty well, we think.  But this goes beyond that.  You don’t have to use our software.  But please use something to stay organized.  In the long run, it’s better for you, better for your family, better for everyone if you stay in business.  For a long time.

 

 


Tracking construction costs – how much is enough?

Task 10 general contractors what the most important part of remodeling a kitchen is, and you’ll get 10 different answers.  Ask the same 10 what the most important data is to them – and 9 will say tracking construction costs.  That other guy will probably be out of business soon.

But a better question might be this:  when tracking construction costs, how much detail do you really need?  That one will baffle most everyone – because it’s a tough question to answer.  We can probably all agree that tracking one number for the whole job isn’t enough (you don’t know where you need to cut costs or make changes) and tracking every single individual item is too much (you’d need a full time person for every two jobs you do to keep up with the data entry).  So the answer is somewhere down the middle.  So how to decide?

The quick answer is “as much as is reasonable”.  In that second example above, it’s cost prohibitive to add employees just for tracking construction costs – even if it saves a lot of money.  But let’s be clear – you’d LOVE to have that level of detail.  Being able to get a report of ALL of your costs would allow you to be ultimately efficient in keeping costs down, and therefore maximizing profits.  You could take a list of every cost on a job – every sub, every material, every broom, you name it – and sort it in descending order by total cost.  Then start at the top, and see where you can buy for less or negotiate a better price!  You’d get through 10% of that list, and probably have upped your profit margin considerably.  But we can’t do that.  But can we get close?  You bet.

Deciding the level at which to track construction costs

It really comes down to levels.  At level 1, we get no detail other than by trade.  So the project would look like this:

  • Demolition
  • Framing
  • Electrical
  • Plumbing
  • Finishing

So you know what you spent total on each trade, but nothing more.  Saying to yourself “Seems like I sure spent a lot on Framing” isn’t going to get you far.  Let’s go to the next level:

  • Demolition
  •     Labor
  •     Materials
  • Framing
  •     Labor
  •     Materials

Etc…

This is better for sure – you can now say to yourself “The Labor for Framing sure seems expensive – lets make some calls.”  Somewhat actionable data.  But look what happens when we move to the next level:

  • Demoltion
  •     Labor
  •         Workers
  •         Insurance
  •         Travel Costs
  •     Materials
  •         Trash Bins
  •         Tools
  •         Hauling

Etc…

Now we are talking.  You can start to see immediately the benefit of detail at this level.  You start saying things like “Whoa!  We are spending a fortune on Hauling costs – we need to find someone else for that.”

Keep in mind that tracking construction costs doesn’t mean following this exact template.  You can arrange things any way you want (assuming you have good construction software that allows for it), as long as it gets you to a level of detail that allows you to ACT.  That’s the way to save money, and ultimately put more in your pocket.

 


Key functionality in construction project management software

We are all about data over there at Pi Software – data that allows us to create better projects, and solve problems for our customers.

Software Advice­­ — a demand generation company headquartered in Austin, Texas — ­­just released their 2013 Project Management Software Benchmark Report, a study that gauges software adoption and effectiveness in the construction project management industry.

Over the last two months, Software Advice surveyed 230 construction industry professionals about their project management practices and outcomes. While the survey surfaced many important findings, three key points stood above the rest.

1.      Construction project management software produces superior outcomes. Construction project management software users were the most likely to report that their system met their needs, with 72 percent of users indicating satisfaction. They also reported finishing projects on time and on budget more frequently than any other type of software user.

2.      Construction project managers are embracing Cloud technology. 57 percent of survey participants relied on Cloud­based software to manage their construction projects. This indicates that project managers are open to using software hosted and maintained off­site.

3.      Preconstruction planning is a top challenge and priority in 2013. 56 percent of participants reported that inaccurate project estimates were an obstacle to delivering projects on budget. Meanwhile, 70 percent noted that changes to building plans were an obstacle to delivering projects on time. In recognition of these challenges, project managers stated that they would focus on the estimating, takeoff and bidding processes as a top priority in 2013.

In 2013 and beyond, Software Advice will be tracking how well technology evolves to help project managers address these challenges and priorities on the job site. For more information on this survey, and to access a detailed report analyzing findings, visit the 2013 Construction Project Management Software Benchmark Report.

 


The importance of construction change orders

This post probably applies to just half of all of the general contractors out there.  Why only half?  Because half of all the people we talk to would never dream in a million years of not using construction change orders on every single job they do.  The other half – this is for you.

Most people start their construction businesses by doing a piecemeal job for a friend, then someone else finds out and has you do some work, then their friend wants a kitchen remodel, and the next thing you know it’s a full blow business.  You have a contractors license, workman’s comp insurance, all that stuff.  You are running a business.  You get a process rolling, a billing policy, and everything is good.

The reason people don’t use change orders is well understood.  They take time (unless you have some really good change order software to use), they don’t have any obvious or immediate benefits, and worst of all – they seem to damage trust with the customer.  They just want an outlet moved from wall A to wall B!  It doesn’t matter if the plans call for wall A, just do it, right?

Well, no.  There is one thing you need to know:

Construction Change Orders can save your business!

That’s not an over exaggeration.  Take the example above.  You move the outlet to wall B.  Lets forget for a moment that you’re not really being PAID for a change that could end up costing you more money, and lets also forget that you don’t have any records to refer to the change later if you are trying to figure out what happened somewhere.  Lets just say that something happens at the end of the job, the customer is disputing what they owe you, and you end up in court.

The very FIRST thing someone is going to suggest is that you didn’t perform as agreed to.  You’ll be happy to show that you did.  Here, your honor, is the contract that was signed, here were the invoices submitted and paid (up until the end), and here are even some pictures of the fantastic work that was done.  The lawyer for the customer then shows the plans, and shows just one example of how you are not performing.  The plans clearly show an outlet on wall A, and then a picture of said outlet on wall B.  But wait, you say!  We agreed to move it to wall B!  Oh really  Show me the document, signed by the owner, that says that, says the judge.  There must be a change order, right?

You lose.  How much?  Well, it depends.  If you allow the customer to build up a big balance, you might not see any of it.  Worse still, maybe the customer is going to be a real jerk about it, and try and get damages out of you.  These are not small numbers.  We have seen MANY cases where these situations are enough to kill a company.

Don’t do it.  Get construction change order software (or something, please) and make sure this doesn’t turn out to be you.


How many levels of tasks does construction software need?

When you talk about project management, you really are talking about tasks.  Setting up a project called “Kitchen Remodel” with a start and an end date, a cost, and some details isn’t really what construction software is for.  You need to have tasks that define varying levels of work in a project in order for it to be really useful.  That way you can track ownership of tasks, dependencies on other tasks (framing can’t start until demolition is complete – that sort of thing) and more detailed costs.  THAT is what construction software is for.

OK – but how detailed do we want to get here?  Construction software really isn’t any different than any other project management software, is it?  Yes and no.  True that projects are projects.  From a software developer standpoint, why NOT just create the system to have as many subtask levels as you want.  So you can have the framing main task, then the labor subtask, then the layout sub-subtask, etc, etc.  From a programming standpoint that makes sense, because as long as we are doing it, we want it to be ULTRA flexible, right?

Well, no – not really.  The problem is that the more flexibility you add, the more complicated things become.  And if there is one thing we know about construction software it is that it really needs to be easy to use.  If it’s not really, really easy to use, it’s going to end up COSTING time instead of saving it.  That’s no good.  So lets stay focused here on what we really NEED.

 

Construction software needs to be easy to use

 

One level of subtasks really should do it, to be honest.  You can put whatever you want there.  If you have a framing task, for example, you can have subtasks for just Labor and Materials.  If you want to detail what materials you need (X board feet of lumber, Y pounds of nails, etc), then you just enter those as line items.  It’s not likely to gett too crazy, realistically.  Even if you had 10 materials items, you’d still likely only have a few labor items, so it’s going to be manageable.

Construction software for more complex jobs MIGHT need at MOST one more layer.  Have jobs like that?  Disagree with our analysis?  Please leave a comment.  We are driven by what our customers want.  That’s you.  Tell us!


Construction project management software too!

The fun never ends over here at Pi Software.  The construction project management system that is the absolute backbone for general contractors (and really anyone who manages even mildly complex projects) has gotten a full makeover.  Everything – the project listing screen, the task entry system, even the basic view of a project – all rebuilt from the ground up based on solid feedback from people who know what they are doing.

So why didn’t we get this right the first time?  Fair question.  It’s not like we didn’t do our homework before.  Building construction project management software is tricky business.  You have to talk to people, mock things up, get feedback, build a prototypes, and then revise, revise, revise.  But the thing to remember is this:  nobody – not even us – knows what they really WANT until they see it.  Have you ever bought something new, loaded with features (like a car, or a computer, or even a dishwasher) and thought “This thing is awesome, but it would be so much cooler if it had X”.  Another cup holder in a car.  An additional headset jack on a computer.  A beer tap on the dishwasher.  That last one really WOULD be cool.  But you get the point – good things can always be better.

Screen Shot 2013-03-21 at 3.21.48 PM

 

<H2>How we made it easier for project management</h2>

Well, since you asked:

  • We made it much easier to browse your projects – with cool checkboxes for selecting different statuses.
  • The process for adding a project takes about 15 seconds – if you really want to enter everything (and you don’t have to).
  • The project view screen is GREATLY simplified.  It used to be downright scary – too much going on.  Now it’s very simple.
  • Adding tasks was just not working for most people.  Now you can add a task with any name, assign it, give it a cost, a start and end date, and categorize it – all from one simple screen.
  • The task grid shows you everything you really could want to see at a summary level, including totaled costs (with markups) and assignments.

So we’ll tell you what – go have a look and tell us what you think.  Please.  We are going to keep making things better, and we need your help to do that.  Just ask.

 


Easy work order software gets EASIER!

Yes.  We are geeks.  We admit it.  We don’t only get excited about new gadgetry or new versions of operating systems – we get excited when we can solve problems with software.  And building easy work order software is a problem.

It always seems like work order software (really ANY software for tracking small jobs) makes you do too many things just to get a job rolling.  Too much data trying to be collected that doesn’t add value down the road.  Data that is complicated to enter.  Data that you don’t have at your fingertips.

Even WORSE than that is trying to use work order software that doesn’t allow you to collect ALL of the required data when you have a customer – a live person who wants to give you MONEY – on the phone.  Big fail.  And the worst thing of all?

Our software was just as guilty as others.

But hey – nobody’s perfect.  We sat down with some people, looked at what we should change, and came up with a design.  A better design.  A completely NEW design.  Check out the screenshot (click to enlarge):

Screen Shot 2013-03-13 at 2.21.42 PM

Simple, clean, and best of all – it makes sense.  You capture what you need from the top down, and FAST.  We’ve tested this layout with a bunch of users prior to make it live for everyone, and the response has been awesome.  We sat and watched people use it, we tracked their comments, we made changes, and we tracked again.  And again.  MAKING something easy is very rarely an easy task.  But when you get it right – it’s very rewarding.  Geek or not.

It’s live on the site right now.  Please have a look.

The plan has always been to have easy work order software, but now we really think we nailed it.  Please let us know if you agree.  Or disagree.  Or anything else.  :)

 


Our Top 5 Fun Websites

Enough about work for a minute, okay?  Sometimes you need to take some time off and relax.  Sure – you could use some great construction software to help you GET more time off, but either way – you need to decompress sometimes.  We do too.  So without further ado, our favorite websites used purely and completely for wasting time and getting some laughs:

 

  1. theonion.com – The gold standard of comedy on the net.  Started as a joke newspaper, and has nothing short of a cult following now.  Great stuff every week.  Follow them on Twitter too – you won’t be disappointed.
  2. theoatmeal.com – One guy who draws comics.  You never knew it could be so funny.  Check out “How Everything Goes to Hell during a Zombie Apocalypse” or “My Dog:  The Paradox” for guaranteed laughs.
  3. thechive.com – Pictures mostly.  Tons of funny stuff, and the occasional scantily clad woman.  Tread lightly.
  4. break.com – One of the most heavily visited funny sites on the web.  Every possible kind of comedy.
  5. awkwardfamilyphotos.com – Just like the title says.  Really awkward, but really funny.

 

 

This was a fun post.  Think we’ll do this every month.  Leave a comment if you have favorites of your own!