Setup
Set Up Your Digital Office in Minutes
Onboard your company profile with ease:
- Create your Main location and add multiple servicing offices
- Add Employees and Field Personnel assigned to any office with User Privileges you give them
- CostMate Global Catalog is standard with any subscription, add your customized catalog with your own Company Product Catalog
- Track Company Assets by adding assets to each office and checking in/out to personal or company projects seamlessly
Proposals
Win Jobs with Professional Proposals
Turn bids into approved projects faster:
- Generate fixed-fee or T&M proposals with one click
- Let clients review/approve proposals via their customer dashboard
- Convert approved proposals into projects instantly — no manual entry
Cost Tracking
Track Every Dollar in Real Time
Budget like a Fortune 500 company:
- Purchase Orders and Subcontractor Agreements are created — directly from your project
- Change Orders are created and approved — directly from your project and Customer Dashboard
- Company Inventory is tracked per office. Transfer materials in and out of inventory — directly from your project
Dispatch
Dispatch Field Personnel With Ease
Optimize labor like clockwork:
- Assign field personnel from the correct servicing office and dispatch with an easy to use Calendar
- Field Personnel submit Daily Tickets via the CostMate Mobile App and can be approved in seconds
- NO MORE MONDAY MORNING CHAOS — Time Cards are generated weekly from approved Daily Tickets
Invoicing
Invoice Faster, Get Paid Sooner
Close out projects with zero paperwork fights:
- Project Costing is always up to date, no more guessing if anything was missed
- Change Orders are tracked within your project with reminders for pending Change Orders to Managers and Customers
- Purchase Orders, Subcontractor Agreements, and Internal Invoices are all tracked to ensure all costs were accounted for and invoiced