CoConstruct

I love that there are already existing premade templates but that I can easily customize them. I love that I can engage with both my clients and vendors in this platform. It's a place that holds all of the information for each project in one place from contracts, to plans, to change orders, invoices, pdf's, and more.

There is so much in the program it can seem a little overwhelming at first, but once you get in there and realize how effective this can make you, your team, and your company, it is worth exploring and ensuring you use every aspect of the platform.

I spent a couple of months trying out a multitude of project management software, hoping to find the best for the cheapest. Of course that is never the case ;). CoConstruct was immediately the one that stood out. It had most of the features of the high end systems, and way more than the more 'tech industry' focused packages. In the end, even though it was a big step up in the price I was willing to pay, I am SO glad I chose CoConstruct! They are an amazing company with amazing support and have held my hand through the whole setup process (which takes time for sure, but worth every second as it makes everything SOOO much quicker and cleaner once you have it setup!). I use ClickUp for my personal management, and CoConstruct for my business management. If you are like me and about to embark on the days long search for a project management system, and have somewhat of a budget, stop right here, CoConstruct is it!

It feels a bit outdated. The UI is pretty damn clean which I like, but could use a facelift. I notice it seems to be all written in .asp? I heaven't seen that in over a decade, might be a lot of why it's running slower :/

The estimating feature is nice honestly. The proposals look nice and clean adding price options is done easily.

Invoicing is terrible no flexibility there. You can only make a po for an item from your items list if it’s in your estimate so if you run into any unexpected costs that you are not going to bill for you can’t make a po from your items list for it.
No way to know if your customer opened their estimate.
Customer support is not great. Not nearly enough time training you on how to set up and use the product. You get three 45 minute training sessions not even close to enough. You will spend hours reading articles and watching videos . I made three phone calls with issues I just could not get and answer for. They couldn’t answer my questions either. I was told on all three occasions that they would look into it for me and get back to me but they never did.

I like that, once all of your templates, specs, and trade partners are populated, it is very easy build professional looking proposals, quickly send out and manage RFPs, easily track jobs, and sync with quickbooks.

I wish there was a better tool in the estimate section for showing Cost to Complete. In quickbooks, there is a report that can show you how you are tracking cost wise against your construction schedule. It would be great to have something like that in CoConstruct. I wish there was a way to check a box on uploaded documents so they could be viewed in multiple places. Example, if I upload a PDF in the bids section, I wish I could also attach it automatically to the applicable section of the selections. As it is now, I have to duplicate that work by uploading it in both places. If the bid request is linked to a spec, it should give the option to attach the bid in both locations.