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ProjectLink 7

Project Documentation tracking Software - A great program for a small construction or service orientated companies.  Provides the end user the ability to track all aspects of a project, service calls, etc.

ProjectLink is a relational database program that shares data for easy setup of projects, reports, transmittals, etc...

ProjectLink is a multi user program to allow interaction between all members of your project/service staff.

ProjectLink

This is the main screen that appears when the program opens


Main Functionality in Standard verison

Project Screen

Shows all aspects of a project for easy view.

  • Automatic Color coding for different phase of the estimate/project.  Filter view by each type.
  • Action List of current items needing your attention.
  • Exports to Excel.
  • Create reports based on Date and or PM.
  • Data Query Available.
  • Project Tagging for Report generation.
  • Multi user capabilties so other users data input is shown as it is saved.

Vendor Contact List

Your resources are you greatest assets, keep track of all vendors / contractors you use.  

  • Vendor / Contractor database is available when setting up a new project.
  • Track contacts by type.
  • Built in ChromeExplorer window for automatic website look up. Does not require Google Chrome to be installed.
  • Integrated location Map.

Transmittal Log

Overview of all Transmittals entered at the project level

  • Track Transmittals/Packing Lists
  • Print Transmittal/Packing Lists

Enterprise Functionality in addition to Standard verison

Estimate Log

Estimates are the basis for all new work. Track and Create estimates.

  • Auto numbering of estimate number.
  • Auto insert of date created
  • Drop down for look up of available PM's.
  • Interface with Project setup to create new project entries.  This is an optional function.
  • Data Query Available.
  • Estimate Tagging for report generation
  • Date range selection for report generation
  • Export Estimate List to Excel

Main Service Log

Overview of all Service Tickets entered at the project level

  • Manage ongoing service calls
  • Service Note entry
  • Print Service call form

Material Returns

Overview of all Material Returns entered at the project level

  • Manage ongoing Return/RMAs
  • Return Note entry
  • Print RMA form

Daily Report Log

Overview of all Daily Reports entered at the project level

  • Manage ongoing Daily Reports
  • Tag Daily Reports from Group Printing
  • Print Daily Report Logs
  • Print out individual Reports
  • All reports can be saved as PDF files

Other Program Features

Site Members

Know who your resources are for the different areas you work in.

  • Track contractor types by job
  • Track contractor types by area
  • Be able to share resources with other PMs

Management

Management of default settings

  • Vendor Types
  • Project Identifiers
  • Product Identifiers
  • Ops Division ID's
  • Estimate Status
  • Shipping
  • Project Keywords
  • States
  • Project Icons

Security

ProjectLink can be setup to require a username and password login to access program.  This functionality can be turned on or off by Designated administrator of the program.

Licensing

ProjectLink is sold as a single user program and is licensed as such. 

To activate multi user feature additional licenses can be purchase at a small additional fee per user seat.

ProjectLink is also comes in two version: Standard Edition or Enterprise Edition.


Available Project Screen Functions - Standard Edition

Project Notes

  • Keep detail notes for ever transaction of your project.
  • Automatic date stamping for note entry.
  • Color coding for up to six keywords, they are specific to the user.
  • Print outs for all notes or by Keyword.
  • Perfect for organizing project transactions for a claim situation.
  • Project Notes flagged as "High", "Medium", or "FYI" will be added to Project Note Alert window for recapping all notes needing attention.

Transmittals

  • Track all documents and material sent out to a project.
  • Use as a packing list.
  • Keep track of all information of equipment sent out to the fleld.

Photo Log

  • Log photos taken on a project.
  • Image viewer for logged photos.
  • Print all photos our for highlighted project.
  • Photo tagging for printing out select photos.
  • Perfect for claims situations.

Documents

  • Link PDF documents for all correspondences.
  • Document viewer to view documents, utilizes your install PDF viewer.
  • Email any stored document to another person directly from program.
  • Perfect for organizing project documents for a claim situation.

Available Project Screen Functions - Enterprise Edition

Project Notes

  • Keep detail notes for ever transaction of your project.
  • Automatic date stamping for note entry.
  • Color coding for up to six keywords, they are specific to the user.
  • Print outs for all notes or by Keyword.
  • Perfect for organizing project transactions for a claim situation.

Transmittals

  • Track all documents and material sent out to a project.
  • Use as a packing list.
  • Keep track of all information of equipment sent out to the fleld.

Photo Log

  • Log photos taken on a project.
  • Image viewer for logged photos.
  • Print all photos our for highlighted project.
  • Photo tagging for printing out select photos.
  • Perfect for claims situations.

Documents

  • Link PDF documents for all correspondences.
  • Document viewer to view documents, utilizes your install PDF viewer.
  • Email any stored document to another person directly from program.
  • Perfect for organizing project documents for a claim situation.

Proposals

  • Transmitted to: Auto-filled from project setup. Can be changed at anytime.
  • Parts look up
  • Entries for up to two subcontractors.
  • Proposal form print out.

RFI's

  • Track all request for Information sent out on a project. 
  • Log both question and Answer.

Returns

  • Retrun all defective equipment to the manufacturer
  • Generate in house RMA Numbers
  • Mark returns as Return,  Repair, Credit, and or Stock are return.

Service

  • Track all service calls for selected project.
  • Print Service form.
  • Email from program Service form to Technician
  • Parts lookup for equipment used.

Daily Reports

  • Keep track of your daily operations for selected project.
  • Looged by lead technician.
  • Add up to 4 additional employees to deach daily report.
  • Name look up for lead tech and additional employees.
  • Track by Priority and Track by Reason for being there
  • Log safety issue, weather issues, contractor delays, and visitors to the project.
  • Provides total hours for all employees that worked that day.
  • Individual daily report print out or p[rint out all daily reports for selected project.

Parts Listing

Overview of all Parts entered

  • Manage parts database
  • Parts are used for material lookup in proposals and service reports.
  • Import Existing Parts List from Excel (coming soon).

Track all aspects of your project

Project Planning

Organizing Project Information

Project Data

Do you want to know more or need a consultation?

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