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Builders Excellence is powered by ZohoOne and designed for the Building and Construction Industry.
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Packages below include all Widgets, Automations, Integrations exclusive to Builders Excellence.
$395 AUD / pm
Zoho Subscription Required
$79.50 AUD per user/per month
Start off with Sales and Marketing tools to grow your business
*Excludes Estimates v's Actual Reports
$595 AUD / pm
Zoho Subscription Required
$79.50 AUD per user/per month
Silver Package plus Estimating Tools with Full Job Financial Management and Site Reports
MOST POPULAR
$795 AUD / pm
Zoho Subscription Required
$79.50 AUD per user/per month
Gold Package plus advanced integrations and a custom portal for customers and subcontractors, with more features to support your business.
*Includes Estimates v's Actual Reports
All figures exclude tax. Australian businesses are subject to GST.
Powered by SOS Consulting Group Pty Ltd.
$395 AUD / pm
Zoho Subscription Required
$79.50 AUD per user/per month
Start off with Sales and Marketing tools to grow your business
*Excludes Estimates v's Actual Reports
$595 AUD / pm
Zoho Subscription Required
$79.50 AUD per user/per month
Silver Package plus Estimating Tools with Full Job Financial Management and Site Reports
MOST POPULAR
$795 AUD / pm
Zoho Subscription Required
$79.50 AUD per user/per month
Gold Package plus advanced integrations and a custom portal for customers and subcontractors, with more features to support your business.
*Includes Estimates v's Actual Reports
All figures exclude tax.
Australian businesses are subject to GST.
Powered by SOS Consulting Group Pty Ltd.
An experienced partner can help customise templates, migrate data and train teams.
With hundreds of Zoho Partners across the world, we help you find the right expert for your business.
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Customisation
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Data Migration
|
Training
|
An experienced partner can help customise templates, migrate data and train teams.
With hundreds of Zoho Partners across the world, we help you find the right expert for your business.
Customisation
Data Migration
Training
| Process | Silver | Gold | Platinum |
|---|---|---|---|
| Customer Database | |||
| Find and Add Search | — | — | — |
| Leads / Prospective Customers | — | — | — |
| Accounts and Contacts Database | — | — | — |
| Account and Contact Groups | — | — | — |
| Google Address and Map Integration | |||
| Customer Location Management | — | — | — |
| Communication and Activities | |||
| Document Storage | — | — | — |
| Email Integration (Gmail / Office 365) | — | — | — |
| Email Set Up and Hosting (Zoho Mail) | — | — | — |
| Domain Name Mapping | — | — | — |
| Email Template and Automations | |||
| SMS Integration and Automations | — | — | — |
| Phone Integration | — | — | — |
| Task Management | — | — | — |
| Online Meeting Management | — | — | — |
| Calendar Management and Integration | — | — | — |
| Team Calendar View | — | — | — |
| Advanced Booking Recommendations Process | — | — | — |
| Sales Enquiries and Discovery | |||
| Integrated Website Contact Forms | |||
| Tender Management | — | — | — |
| Blueprints for Structured Sales Process | |||
| Sales Pipelines and Dashboards | |||
| Discovery Process and Digital Questionaires | |||
| Concept and Preliminary Agreements | |||
| Build Estimates and Proposals | |||
| Advanced Bill of Quantity Estimating | — | ||
| Import Take Offs via CSV | — | — | — |
| Estimate Allowances | — | — | — |
| Supplier RFQ/Bid Request Management | — | ||
| Mark Up and Margin Management | — | ||
| Product Options and Choices | — | — | — |
| Dynamic Terms and Conditions | — | — | — |
| Comparison Estimates | — | ||
| Payment Schedules | — | — | — |
| Stylish Custom PDF Proposals | — | ||
| Digital Signatures | — | — | — |
| Labour and Materials Pricing Database | |||
| Labour Rate Tables | — | — | — |
| Material Database | — | — | — |
| Material and Labour Recipes | — | — | — |
| Product Image Library | — | ||
| PDF Specifications Library | — | — | — |
| Composite Products | — | ||
| Variant Products | — | ||
| International Currency Price Convertor | — | — | — |
| Inventory Management | |||
| Warehouse Stock Management | — | — | — |
| Stock Take CSV Import Tool | — | — | — |
| Multiple Physical and Mobile Warehouses | — | — | — |
| Track Consignments and Landed Costs | — | — | — |
| Stock Allocation for Jobs | — | — | — |
| Site Delivery and Courier Tracking | — | — | — |
| Onsite Product Usage Tracking | — | — | |
| Asset/Serial Number Tracking | — | — | — |
| Warranty and Returns Process | — | — | — |
| Financial Management | |||
| Proforma Invoices | — | ||
| Progress Invoice and Forecasting | — | ||
| Time and Materials Billing | — | ||
| Credit Notes and Payments | — | ||
| Purchase Order Process | — | ||
| Allowance Tracking | — | — | — |
| Recipient-Created Tax Invoices (RCTI) | — | ||
| Full Job Budget Management | — | ||
| Job Cashflow Tracking | — | ||
| Work in Progress (WIP) Reports | — | ||
| Chart of Accounts Mapping | — | — | — |
| Journal Entry Automations | — | — | |
| 2-Way Xero Integration | — | — | |
| 2-Way Zoho Books Integration | — | — | |
| Projects And Schedules | |||
| Push Estimate Items to Project Tasks | — | ||
| Project Gantt Charts | — | ||
| Team Capacity Planning | — | ||
| Production Management | — | ||
| Variation Management | — | ||
| Job Inductions and Attendance | — | — | — |
| Daily Logs/Diaries | — | — | — |
| Site Reports and Inspections | — | ||
| Site Photo Gallery | — | ||
| Document Management | — | ||
| Team Live Chat | — | ||
| Timesheets Management | |||
| Timesheet Tracking | — | — | — |
| Calculate Timesheets | — | — | — |
| Track Timesheet Budgets on Projects | — | ||
| Manage Staff Cost Increase and Decreases | — | ||
| Understand Actual Timesheet Values and Revenue | — | ||
| Site Reports And Compliance | |||
| HR Management and Recruitment | — | ||
| Policies and Procedure Management | — | ||
| Internal Knowledge Base Manuals | — | ||
| Certification and Licence Tracking | — | ||
| Create Safe Work Method Statements | — | ||
| Equipment Management | — | ||
| Sub Contractor Onboarding | — | ||
| Reports And Job Budgets | |||
| Custom Colour Coded Pipelines | |||
| Custom Pipeline Filters and Views | |||
| Design Your Own Dashboards | |||
| Build Custom Reports | |||
| Create Graphs and Tables | |||
| Drill Down on Report Data | |||
| CSV/Excel Imports and Exports | |||
| Estimated v's Actual Reports | — | ||
| Website Portals | |||
| Custom Portal Designs and Navigations | — | — | |
| Manage Client Access and Permissions | — | — | |
| Switch Portals for Multiple Jobs | — | — | |
| Make Selection Choices and Manage Allowances | — | — | |
| Download Invoices and Make Payments | — | — | |
| Approve Proposals / Variations Via Portal | — | — | |
| Share Project Schedules and Deliveries | — | — | |
| Share Photos and Videos | — | — | |
| Log Warranty Issues | — | — | |
| Share Document Folders | — | — | |
| Share Communications with Customers / Suppliers | — | — | — |
| Marketing Tools | |||
| Email Campaigns | |||
| SMS Campaigns | |||
| Social Media Integration | |||
| Facebook Meta Form Integration | — | — | — |
| Website Live Chat Management | |||
| Stylish Website Contact Forms | |||
| 3rd Party Website Integrations | — | — | — |
| Website Heatmap Tracking | |||
| Website Analytics | — | — | — |
| Stylish Customer Surveys | |||
| Sales Journey Management | |||
| Automated Marketing Groups | |||
| Advanced Customer Scoring | — | — | — |
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