Project Management

ProDBX’s enhanced Project Management automates your entire work-flow for even the most advanced projects. This app will provide you with a stress free method to manage all your projects based off accurate estimates to your clients. Easily track project progress in real time and automate the entire fulfillment process.

Fulfill

After using the ProDBX Estimating Tool to easily create fully customized and detailed proposals for your customers, all corresponding purchase and work orders are then created automatically. Each one can then be assigned individually to your vendors or users, or by setting up default automatic assignments.

Commissions, quantities, and expected due dates for each work order can also be updated easily at any time. Progress payments, either based off a percentage or a set dollar amount, can be setup to trigger at completion of specific phases or work orders.

Assign

Once a work order is assigned, users are notified immediately via text or email. By using ProDBX, vendors and users can easily update their progress, create work order specific tasks and notes for other users, view their commission and pay, and attach photos using their phone or tablet.

Manage

Using the ProDBX Project Management Dashboard, you can easily view, track, and update all of your open jobs at a glance. View each phase’s progress individually, reassign, and update work orders in one place. Dashboards are also customized to fit your individual company’s needs, including color coding phases and work orders, or adding custom fields and other helpful information.

Customer Interface

With the ProDBX Customer Portal, customers can easily log in and follow along as their job progresses. Just specify what you would like your customers to view – including specific photos, drawings, invoices, progress payments, and due dates for different phases.

Pay

As work orders are completed, all commissions flow directly into the ProDBX Payroll App. Simply select the users and jobs to pay on, adjust any amounts if necessary, and submit. Commissions can also be split between members of a crew, using set dollar amounts or percentages.

ProDBX will even auto-calculate workers compensation where necessary, and send employee wages to your payroll company. All commissions, payroll, and payroll overhead are recorded in ProDBX – providing you with true a true job cost down to the penny.

ProDBX Project Management is the most advanced and complete solution for your business.

Project Management Dashboard

Easily manage the entire scope and all of your projects at a glance using the ProDBX Project Management Dashboard.

Track In Real-Time

Customize your dashboard to include any pertinent information or custom fields regarding your customers, along with their orders or jobs.
View each phase and open work order’s progress, assigned user, and status.
Assign colors to each step to easy identify and track progress.

Organize Your Materials and Labor

ProDBX allows you to create and build custom sets which allow your sales reps to select from your full-range of options. When a set is added to an order or a job, ProDBX will automatically use all of your predesigned settings to create a visually appealing price quoting engine for your sales reps.

1. Materials

Create Material stock items for the products you sell or install.
Set your price per-unit, along with available vendors and their corresponding costs.

2. Labor

Create separate Labor stock items for each materials where installation or other labor is provided.
Designate if this labor is completed by an outside vendor or contractor, or by an in-house employee or ProDBX user.

3. Attributes

Apply attributes for various colors, shapes, sizes, and other configurations for your materials.
Each attribute can be available from multiple vendors, and can either raise, lower, or keep the material price consistent.

4. Stock Sets

Create Stock Sets to include one or more materials items.
Add corresponding Labor stock items to complete the set.

5. Complex Set

Create Complex Sets to include multiple Set items, along with additional Materials and Labor if needed.

6. Phases

Organize and divide Complex Sets based upon phases for ease of use while creating estimates.

Quick and Instant Estimating

Using ProDBX complex sets, your sales reps can build estimates in the field in a matter of seconds. Each predesigned complex set is converted into a visual step-by-step menu, with all price and cost calculations made according to overall quantity.

Fulfillment Automation

Once a complex set has been created and added to an order, our Project Management app completely automates the entire fulfillment process – from correctly pricing and estimating costs on both materials and labor, to creating necessary purchase orders and work orders.

Pricing

Customer pricing is updated, taking into consideration the quantity, along with all materials, labor, and attributes selected.

Cost

Estimated cost is calculated using current material, attribute, and labor costs.

Purchase Orders

Where available and when required, materials are fulfilled from in-stock locations.
Additional materials are ordered from various vendors based on pricing and availability, or ordered directly from a vendor for drop-ship or will-call.

Work Orders

Work orders are created and assigned according to default or selectable available ProDBX users.
Users receive their new work orders via text message or email.
Users login to ProDBX and update the status of their work orders, including a piece rate or percentage progress until 100% completed.
Customers receive email or text notification as to the progress of their work orders.