Company tools modules

Today

Every job you run, and what needs you today.

• Portfolio overview: what needs you, across every project
• Watches
• Look-ahead across the portfolio

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JigTAK EPS

Every project site on one map.

• Every active site as a pin with its Alert Condition
• Who is on site and any open alert
• Tap a site to open it

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Projects

Every project, new ones started in a few steps, closed ones archived.

• Project list
• New project from guided setup
• Archived projects

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Pipeline

Clients, estimates and work orders before the job is a job.

• CRM overview
• Clients
• Estimates with an AACE class
• Work orders
• Invoices

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Resources and allocation

Crews, equipment and trade partners across every project.

• Trade partners with insurance and license compliance
• Company equipment
• Allocation: who is booked to which project, week by week for eight weeks, with anything promised to two jobs at once or idle this week flagged

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Portfolio performance

Every project's earned value in one view.

Part of the Controls add-on.

• BAC, PV, EV, AC, CPI, SPI, EAC and VAC for every project
• Totals and weighted CPI and SPI
• Filters, CSV and PDF

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Tools

Calculators and standalone markup.

• Construction calculators
• Markup on any image

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Settings

Set the company up once.

• Guided setup
• Project defaults and cost codes
• Alerts
• Display and industry presets
• Team, clients and per-project access
• Integrations: QuickBooks Online, Autodesk Build, Google Drive, Google Calendar, Gmail and Slack
• Data export
• Two-step sign-in
• Command palette (Ctrl or Cmd + K) to jump anywhere

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