Stay on top of your construction projects and be more competitive, with CATProjects construction project management software – a simple (yet highly configurable), end-to-end, cloud-based project management software system made specifically for construction main contractors and a version for subcontractors.
Monitor productivity, manage output and reduce wasted admin and senseless dollars – keep on budget and within scope.
The transparency of CATProjects provides a clear view of project information for both documents and dollars. Supervise digitally, and always know where your projects stand in real time.
The Lead Management module is great for tracking prospective work and managing the potential client relationship. When a lead emerges add the project and some brief information.
The lead management module is perfect for understanding where your leads are coming from and how to effectively target and convert these leads into paying customers.
Historical rates for different build types provide a broad brush forecast of forward work load and a cross check for estimating.
This module flows from lead management to estimating through to project confirmation, trade letting and budget establishment. Enter data once.
This module is really flexible. Use the price book, use a recipe or simply type your item. Copy an estimate across from a similar project complete with all the items and rates but no quantities. Set up a template for Prelims to add into each new estimate.
Tender presentation allows you to present your submission in many different formats, so whether you want to present a lump, a breakdown by activity or full details we have you covered. Submit one or many options with your tender or different options for different clients if that is relevant. When you are finished simply email it straight from CATProjects.
When a project has been won and identified as successful add important foundation information such as the practical completion dates, retention information, coding, contract information and project staff.
If the Lead and Estimating module are in use once a project is confirmed all relevant information will flow through to project foundations and a budget is set up based on the estimate and accepted options. Alternatively you can start the process at project set up and enter project information manually. If an alternative estimating system is in use the budget can be imported from a csv or excel file.
Once the budget is finalised it can be locked for editing however you are still able to transfer between codes.
Trade letting functionality includes identifying the trades, subcontractors and the price. (these will flow through if CAT estimating is in use)
Send a professionally branded letter of acceptance with a subcontract agreement that is generated in seconds, if relevant a copy of the pre-letting meeting minutes, program and any other documents can be included also.
ELECTRONIC SIGNATURES (eliminate scan, upload, download, email, follow up and filing)
An electronic signature function is available to avoid time consuming follow up, reminders are sent for as long as the contract remains unsigned.and a “hold payment” shows on progress claims. This function is compliant with the electronic signature legislation in both New Zealand and Australia.
Use smart templates for personalising your letter of offer and include your own subcontract agreement.
All written communication and associated documents can be emailed directly from CATProjects and then appear in the outbox of your email system.
The trade letting schedule is a great tool and plays a valuable role in laying the groundwork for extensions of time if the consultants cannot meet the finalised design dates for trade letting. This module is flexible with all claim history readily available.
Professional and compliant progress claims are quick and accurate and retentions are calculated for you.
This module is an excellent example of how combining traditionally good record keeping with the electronic age we now operate within, gets great results.
Variations are in real time and are applied to the project forecast immediately that they are raised regardless of status. Your forecasting and job costing is always up to date and the best information on the day.
All variations are added to the subcontractors progress claim once a price is received so you can pay on an unapproved variation if applicable.
Send a group notification to one or many for things like meetings, program issue and claim deadlines.
The consultant administration module manages RFI’s and other written communication with consultants in a way you have only dreamed of including the tracking of time related issues.
We have closed the document loop so that your original communication including any attachments is associated with both written and verbal responses. Simply drag responses into the unique “drop zone”.
Send a group notification to one or many of the PCG team for general notifications such as meetings etc.
The powerful filter panel allows the sorting, grouping, and finding of documents quickly.
This module is another example of how combining traditional record keeping with the electronic age we now operate within, gets great results.
All documents are stored within CATProjects so you never need to hunt through a bunch of files, they are all stored against a relevant subject and can be retrieved quickly.
Publish documents directly to CATPlan if you want documents made available to other team members.
There are a variety of professionally branded reports which are defined by your own criteria. Its your data so you can manipulate it to suit your requirements.
Once a response is received, drag and drop it into the original communication (including variations to claims and extensive progress reports). All associated communication and documents can be cross referenced and can always be found quickly. Where a response is verbal you can record that and associate it as a “verbal document”. This method of document handling is robust, fast and has really good audit trail.
All variations are auto added to your progress claim regardless of status except for in progress. Margin can be added as a line item or be back spread.
Progress claims are quick to prepare and flexible, they are professionally presented and compliant.
This module will increase efficiency and it has great audit trail.
An extensive range of reports are available.
Contacts Master stores all your contact information and feeds all other modules plus email and accounts. One updates they all update plus there is an excel export so this information can be used in other applications.
Project Specific contacts allows selection of contacts for projects to limit lists and minimise human error. There is an option of limiting creditors to specific projects so staff can only purchase from authorised suppliers.
Staff Contacts allows the person logged in to update their own contact information, update their password or change their electronic signature. Other staff work contact information can be viewed but not updated.
Look up contact information from your phone.
Store multiple documents against any contact such as QA Plans, Safety Plans and Insurance Certificates.
All your documents can be stored within CATProjects on your own dedicated virtual server. Having your own server allows for secure team/project communication and file sharing. However there is no need to set up your own remote infrastructure or to maintain more than a basic server or maybe have no server at all.
At this stage you can associate the incoming document with any communication within the system.
Because CATProjects is intuitive it will present you with the right list of documents to associate with depending on whether the sender is part of the project team and whether they are a consultant, client or contractor.
Forward received documents to others and generate an auto document transmittal for the recipient.
This module is another example of how combining traditional record keeping with the electronic age we now operate within, gets fantastic results.
On document preview there is a choice of download, save to local, send to CATPlan or print.
Using the powerful filter panel you can find documents quickly based on flexible criteria.
This module deals with the location, compliance, cost and job costing of company owned plant and equipment.
Certification is tracked and a reminder is sent to the nominated person on periods of your selection.
Certification expiry reminders are also shown on the Site Managers home page for equipment that is on their projects. The person who organises the retagging, servicing or other testing updates the certification.
All purchase orders and time can be allocated to an item of plant so that running costs can be tracked. Whether its fuel, a scheduled service or general repairs and maintenance, never lose sight of the costs without running up administration time.
Transfers of plant from one project to another can be done through the daily site diary’s or from the yard or store if you have the luxury of a storeman or plant manager.
The focus of the plant and equipment module is to strip the administration that is usually intensive for plant and equipment management but you still get the results.
Each item of plant is assigned a charge rate (or not) which charges the project the moment it is transferred to the project until it is transferred off the project. No transfer dockets or manual forms.
A great range of reports are available which show recovery for each item, each category or for the yard / store as a whole. If relevant you can treat plant as a separate cost centre or department.
There are four styles of site diaries to choose from which range from a traditional big job diary to a diary more suited to subcontractors, maintenance works and one for civil companies that assists with plant management.
The advantage of electronic diaries is information can be shared amongst the team and does not get buried or lost. More importantly it assists project management staff that are office based stay in touch with the daily events on site which is a great tool.
Plant and equipment can be transferred through site diaries whether it is to another job or back to the yard / store. The plant transferred is immediately “off hired” and the new location is updated on the plant register and charges on the “transferred from” job cease.
Site Diaries can be done on a PC, Windows or Android Tablet and on an iPad. CATProjects site diaries are popular with supervisory staff and have proven to be quicker than a traditional manual diary.
The site photo module allows bulk drag and drop to either gallery or list view. Ideal for capturing mishaps such as damage and design defects. Set up a common folder structure for all jobs or modify for individual projects. Photo’s can be included with outgoing communication.
Subcontractors and site visitors scan the CAT QR code on entering the site. Its simple to complete, no downloading apps, easy for the visitors. You can audit and report on all personnel on your site, great for cross checking dayworks and resource levels. Tracking of Vaccination Status is included.
All visitors and subcontractors add to the CATProjects site diary eliminating significant hours of work.
This module contains other operational documentation that form part of the day to day document management. This module includes pages for: –
Meeting minutes are progressive, create a new occurrence for each meeting and all current items transfer, hide an item once actioned. On completion at the click of a button meeting minutes and any relevant attachments will be emailed to all attendees and absentees. Smart but simple to use.
There is a Check Sheet Builder so you can create a standard set of check sheets which can then be used on jobs and where relevant can be modified on a job by job basis without affecting the original. Check sheets can be created for Safety, QA, pre contract checks and a myriad of other things. Very flexible and a great tool.
File notes can be added on the fly which attach to a project or be not project specific. No more yellow stickies and random notes.
Completion compliance allows you to track and manage actions that relate to completion. Identify the action and timing phase for each item.
The Concrete register allows the recording of all concrete pours including locations, types, recipes, quantities, concrete dockets and test results.
General filing is where you can set up a file structure for each job for those additional documents that do not neatly fit into an existing category.
An online site safety induction process has several important benefits to offer that a manual induction format does not. And…. it enhances the safety message. Benefits include:-
This system will save a main contractor many hours every month on every project. To do the math, click on the Savings Calculator and work out how many hours and how much money your company will save. See a video of the Safety Inductions Overview
The service work stream is job card driven and designed for small works and maintenance contracts whether the job is preventative or reactive.
Your operations team can login from any location by using mobile web from their MS Surface, iPad or Tablet. No need for expensive mobile apps with specific hardware with often clumsy synchronisation.
The administration associated with small works can be just as arduous as major projects, this stream strips the admin and provides excellent reporting, give yourself a real point of difference with information that is available for your client.
The Purchasing Module is flexible and allows for different styles of purchasing to suit different needs.
Set up standing orders for all of the goods that are based on a fixed agreed rate for items like, concrete, bin exchanges, scaffold, timber and labour hire etc.
All invoices are electronically approved by nominated approver(s), if rejected an email Credit Request is sent to the supplier. Delete a significant volume of admin from this process and ensure that invoices never leave accounts. What Sandra from Accounts has to say
Operations staff can create orders from the site utilising a Tablet, iPad or ideally a Microsoft Surface.
All orders can be cross referenced to variations, job cards or plant as relevant to the project. There is an excellent screen schedule that shows a snapshot of all purchases on the project. At a glance you can see the status of any order and what stage of the process the order is at: –
Stock control is price book driven and allows the import of supplier price books and regular update.
All transfer rates are calculated as a weighted average and as items are transferred to a project they are immediately job costed to the receiving job. You can transfer back to stock or transfer to another job.
Transfer stock to a job and then generate a transfer docket to go with the goods.
CATProjects has powerful filtering, sorting and reporting which is really flexible.
After a stock take make adjustments after adding a reason for the adjustment.
The CATProjects stock module is essential if you run a store and it allows you to effectively manage stock with very little administration.
The purpose of the time management module is to capture time that has been allocated to a project for productivity management, job costing and payroll.
There is a running tally of budget versus actual both in terms of hours and dollars so that labour can be monitored and tracked against jobs and activities.
Time can be cross referenced against variations on standard jobs, plant on the yard job or job cards on service jobs. Filtering, grouping and sorting is flexible both on screen and by report.
Time sheets can be done from a mobile smart phone in addition to tablets and PC’s. The trade staff can do their time sheets daily and supervisors can approve daily. There is a time management screen where you can filter by job, person, code, type, and date range.
The time sheets create a summary for payroll so that you can either add single line entry to payroll or electronically transfer time into your payroll system either by API or CSV upload then lock off entry for the period. A percentage split journal for accounting is also created based on gross payroll.
The productivity monitor is excellent and allows you to be on top of productivity daily. At any given time you can see budget hours, used hours, to complete hours, forecast hours and variance. All the data is pulled from time sheets so it is always up to date.
Accounts processing is all electronic with invoices never leaving the accounts department. Invoices can be part paid or in a situation where operations have rejected an invoice a credit request can be instantly generated and emailed to the creditor.
Under the old manual system of invoice approval, processing times were slow and invoices were at risk of going missing. Now, however, thanks to the effective CATProjects software, invoices are approved online for virtually instant processing with no chance of any invoices disappearing in the system.
Load the invoice against the order so the authorised approvers have access to all the information. See what Sandra from the accounts team has to say.
The accounts process within CATProjects is lean on admin and deletes the need for accounts staff to know operational details about your business.
This module is another great example of the balance between traditional book keeping and the electronic age we now operate within.
If an invoice does not match a purchase order then accounts staff just add the variance and the person who is responsible for approving the invoice can either approve or reject it so the right people are making credit decisions.
Once an invoice has been approved electronically, it is pushed through to accounting for payment. There is the option of either one or two approvers for each invoice, you decide.
The accounts function becomes genuinely paperless and is compliant with “electronic storage of business documents” legislation.
Financial reporting is offered to you in a number of styles as we appreciate each company has preferences with monthly reporting and want to look at numbers in alternative ways.
The primary project screen view is based on commitments.
The committed cost schedule gives you the best information available on the day and is based on commitments made by the company regardless of status. The R&O summary factors into the project forecast.
Our experience in the construction industry provides a strong insight into the reporting requirements of main contractors and subcontractors of all types and sizes.
There are a wide range of reports to suit most requirements, these reports are a mixture of traditional project financial reporting through to reports that combine operational information such as RFI’s, flags, compliance, ratios, delays etc.
To drill down on information just click on the number and a popup will show you where the information comes from. For example if its a variation you will see the number, date, subject, value and approval status.
The risk and opportunity process is powerful and really helps the team to pragmatically identify potential for savings and overruns.
The report focus is to give you a feel and flavour for a project and not just the numbers.
All module specific defaults and pick-lists can be set up in module admin for each module.
Customise the reminders for the dashboard of each staff role, there are approx 60 to choose from. These range from retention, plant certification, insurance expiry, diaries not done, invoices not approved, orders awaiting delivery and a whole bunch more.
You get to select which fields you want to appear in the various branding formats to prepare author specific branding on all documentation.
Empower your construction project teams from start to finish with CATProjects, where thousands of Australian and New Zealand construction staff are utilising the platform at all levels and stages of their projects, locally and nationally.
From tendering, project management, trade letting, client management, document storage, job cost management, site record keeping, site sign in, safety inductions, communication and much more – CATProjects features out-of-the-box functionality as a construction project management software for many construction industry companies.
Reduce IT and admin costs through a fully online construction project management platform which delivers all your project information in one place. Developed hand-in-hand with construction industry experts with years of experience, take your construction company to the next level and into the digital age with an easy-to-use, affordable and flexible construction administration and project management system to manage your construction projects and your business with ease.
Perfect for contractors of all sizes, our construction project management software can be configured to suit the size and operational style of your business and for all types of projects – whether you are a main contractor or subcontractor, our cloud-based construction management software enables easy access of project information in the field, outside of normal work hours, or anywhere an internet connection is available.
Main Contractors or Subcontractors alike will have a crystal-clear understanding of where each project stands at any point in time. Manage risk effectively with a future-proof construction project management software system.
CATProjects is compliant with New Zealand and Australian legislation including the Construction Contracts Act (CCA), Security of Payments Acts, Electronic Signatures Acts and Storage of Electronic Business Documents Acts to name a few.
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