AppSource Solutions

ProEstimatify and ConstructPro is a cloud-based solution for Estimation / Contracting / Construction teams that enables the preparation and management for project-based estimating

ProEstimatify is a cloud-based solution for “Contract Management Capabilities” with focus on:

• Tender Evaluation
• BOQ Management
• Price Estimation and Costing
• Management Dashboard

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ProEstimatify can operate as standalone application and the solution could also be integrated with Microsoft Dynamics 365 for Finance & Operations. ​

ProEstimatify offers below key features to help increase the Organizational Productivity:

• Construction project enquiries
• Pre-qualification process & Bid submissions up to tender grant
• BOQ Management
• Tender workings & tender document submissions
• Historical tender analysis

ProEstimatify

Product spans from tender evaluation to defining BOQ’s to costing and provides an analytics dashboard related to contract performance. ​ ​ProEstimatify is integrated with Microsoft Dynamics 365 for Finance & Operations or can be run standalone and integrated with other applications. (Accounts Payables)

• Touchless Invoice Automation
• AIA Contracts
• Tax Engine
• Leave Management
• Construct Pro

ConstructPro

ConstructPro helps Construction companies manage contractors (General and Sub Contractors) by being fully integrated into Dynamics 365 (Finance & Operations). It provides detailed visibility, control, and management into contractor activities (deliverables required / completed / inspections), performance, and billing that helps optimize overall project on-time and on-budget performance.

• Visibility and inclusion of sub-contractor activities into the D365 Work Breakdown Structure – you can’t manage what you can’t see
• Granularity – of activities for assigning resources and billing for greater control and management
• Quality – external (sub-contractors) resources require a different level of management and oversight – includes submission of work completion (with deliverables like: Drawings, Tech Specifications, Samples, Documentation, and Images) and inspections to ensure proper work completion
• Billing – integration with both AR and AP along with D365 workflow ensures correct billing and approvals to client and to sub-contractors – includes the G702/G703 reporting, vendor retention, etc.
• Project Performance – Overall on-time performance and cost control will be improved through superior sub-contractor management provided by ConstructPro

Feature Summary

• Creating, managing, and reporting on contractor activities and sub-activities (“Prime Work Orders” )
  • Create Prime Work order in D365 F&O
  • Create/Define work details
  • Links to Project Work Breakdown Structure (WBS) to fetch list of activities
  • Change Order (PCO) management – work break down of PCO lines can be linked to stage payments (can use % of lumpsum)
  • Integrated/linked to invoice schedule and work execution master
  • Payment/Pre-payment management
• Submissions and Deliverables ensure work activities meet criteria to ensure completed and quality of work
• Enabling and integrated billing (both AR and AP) based on milestones or % completed and linked to Invoice Schedule automates and improves accuracy of project financials
•  Enhances management and visibility of Deliverables (e.g., Technical Documents, proofs, samples, etc.) – Can be tied to approval by capturing deliverable inspection requirements
•  Fixed Asset Integration – can assign equipment to projects, record cost and sales price for rentals and hours/cost for usage
• Work Execution Master
  •  Multiple Deliverables & Quality Inspections can be tied to single work line
  • Prime Contract Work Details
• Invoice Schedule – Better usability, layout and details
  • Work completion %
  • Pending work completion %
  • Stages for which vendor can increase invoices
  • Amount paid based on work completion %
  • Actual work completion for work line and entire order
• Quality Inspections built into WBS
• Reporting/Views
  • Earned Value Analysis – more granular detail of contractor work completed/billed/actual versus budget  enables a more precise report of project performance
  • Contractor Retention
  • Work Tracking – completed, pending
  • Inspection – open/completed
  • Transaction – AIA 702, 703, Invoice, Payment

ConstructPro value

• Enables detailed, granular WBS at sub-contractor level to help manage, control, and view all activities, deliverables, and quality while helping automate and align billing (actual, % completed, etc.).
• Fully integrated into D365 – Financials (AR/AP/GL), Procurement, Fixed Assets, Project Management & Accounting, etc. – as a fully curated (AppSource) ISV module
• Summary – Enables visibility and management of sub-contractors at appropriate detail to improve on-time performance and cost control