Builders Excellence offers two types of purchasing: "Stock Replenishment" for replacing materials in your warehouse or vehicles and "Order on Demand" for purchasing materials or services for specific jobs.

You have the flexibility to source materials from your own supplies or external suppliers or subcontractors. The system automatically tracks allocated stock or stock yet to be received, ensuring accurate inventory management. Integration with your accounting system ensures seamless balancing of inventory accounts. Job budgets in Builders Excellence calculate your estimated vs. actual margins based on your purchases and bills you paid.

Explore the seamless purchasing solutions offered by Builders Excellence. Click "Register Here" to access demo videos and see how effortlessly you can manage your inventory, track purchases, and tailor solutions to fit your business processes.

Accurately recording timesheets for jobs allows you to precisely determine labour costs and streamline your payroll procedures. Builders Excellence offers a variety of solutions designed to simplify the entry of timesheet data. Whether it's for a team or an individual, for internal staff or external contractors, entering timesheets is effortless.

Each timesheet meticulously computes the true labour cost by leveraging resource information and the revenue associated with each entry, thereby providing a comprehensive understanding of the total earning potential.

Timesheet data can then be utilised to update actual costs within job budgets, calculate the income value of each resource, identify variations that may require additional labour, and enhance future job estimates by gaining insights into labour-hour requirements.

Discover the effortless way to manage timesheets and optimise your labour costs with Builders Excellence. Click "Register Here" to access demo videos and see how accurately recording timesheets can streamline your payroll procedures and enhance your job estimates.

Zoho Projects stands out as a robust project management tool, offering comprehensive features such as Team Utilisation tracking with Gannt Charts to manage your schedules, critical path management, and baseline adjustments. It enables easy access for team members and subcontractors, facilitating task allocation to milestones and efficient management of action items to ensure timely and budget-friendly completion of each project phase.

By encouraging your team to input timesheets, Zoho Projects allows you to monitor labour costs effectively. Additionally, you can link site reports and inspections while seamlessly handling variations through the project management interface.

Watch the videos and discover how effortlessly you can access and integrate accurate financial data into your accounting system.

Managing the financial position of a job requires the estimated values and actual costs of materials and labour. Builders Excellence streamlines this process by computing work in progress, generating journals, and seamlessly integrating them into your accounting framework based on the project's completion percentage. This ensures that your Balance Sheet and Profit and Loss statements remain coherent.

The Job Budget in Builders Excellence tracks your estimated values, actual costs to date for materials and labour, invoice balances, and the cash flow status of a job. It also includes any adjustments and variations.

Discover the effortless way to manage timesheets and optimise your labour costs with Builders Excellence. Click "Register Here" to access demo videos and see how accurately recording timesheets can streamline your payroll procedures and enhance your job estimates.

Builders Excellence offers comprehensive solutions for managing income and easily creating customer invoices, forecasts, and payments.

Invoices can be generated with just a click and seamlessly dispatched to both your customer and accounting system. Whether you opt for Zoho Books or Xero, received payments are automatically synced with Zoho CRM, ensuring your team is notified of payments received.

You have the flexibility to invoice based on actual time and materials, which is particularly useful for "do and charge" jobs. Additionally, you can establish payment schedules and anticipate invoices based on project balances. Streamline your financial processes by consolidating invoices and mapping income categories to your chart of accounts.

With the integration of Stripe, reconcile bulk payments in seconds and effortlessly generate credit notes for future use on invoices.

Discover the effortless way to manage timesheets and optimise your labour costs with Builders Excellence. Click "Register Here" to access demo videos and see how accurately recording timesheets can streamline your payroll procedures and enhance your job estimates.

Portals provide an excellent opportunity to exhibit your projects, manage ongoing jobs, and enhance your brand visibility.

Builders Excellence portals prioritise your branding over the software, allowing you to customise navigation, colours, and logos to reflect your unique identity. By integrating a login feature from your website, you can demonstrate your technical prowess while providing seamless access to your portal.

Granting portal access to customers and subcontractors allows you to share information selectively as needed. Customers can actively engage with you by submitting comments, accessing shared documents, folders, and images, and completing tasks like paying invoices and approving variations.

Subcontractors, on the other hand, can use portals to log timesheets, approve purchase orders, respond to quote requests, and monitor their schedules efficiently.

Explore the potential of portals by watching our Portal Videos, where you'll learn how to effortlessly create a tailored portal for your customers and subcontractors in just a few clicks.

Ready to experience the power of streamlined project management? Access demo videos now and see how Builders Excellence can transform your business.

Zoho offers an extensive array of customisable features, including user permissions, templates, forms, modules, and processes, among others.

Builders Excellence harnesses these capabilities while offering additional tools to tailor your Zoho experience. Design pipelines equipped with filters accessible to your entire team. Establish profiles for both internal and external resources and efficiently manage multiple brands and companies within a single Zoho account.

Zoho is already a beloved application with millions of users, but with Builders Excellence's exclusive enhancements, it delivers a distinctive and user-friendly experience, streamlining your business processes.

Ready to experience a distinctive and user-friendly Zoho experience? Click "Register Here" to access demo videos now and explore how Builders Excellence can streamline your business processes with Zoho.

Managing various tasks such as phone calls, emails, notes, meetings, and more can be overwhelming. That's why it's crucial to have a reliable software application that understands your business processes, automates certain tasks, and helps in prioritising your daily activities.

Zoho provides comprehensive support for managing all your activities. When combined with Builders Excellence configuration, Zoho effectively applies this functionality to your specific role, responsibilities, and business processes.

Our reports, pipelines, and dashboards will help you stay focused by presenting relevant information and access to features that enhance efficiency and streamline processes.

Ready to take control of your workflow and maximise productivity? Access demo videos now by clicking "Register Here" and discover how Zoho and Builders Excellence can transform your business operations.

Builders Excellence offers an exclusive solution for managing allowances, simplifying the process of handling customer product choices and contract allowances.

Easily import supplier lists and construct personalised catalogues of products for customers to access via their portal. These catalogues feature pricing, detailed information, images, and relevant links. Empower your clients to select products, incorporate new options, and monitor balances effortlessly.

Link allowances directly to project schedules to ensure deadlines are met seamlessly, enhancing project management efficiency.

Ready to revolutionise your project management process and enhance client satisfaction? Access demo videos now by clicking "register here" and discover how Builders Excellence can simplify your allowance management.

Builders Excellence offers a robust estimating solution tailored to the building and construction industry. With a variety of tools at your disposal, you can efficiently create estimates to meet all your business needs. Whether importing CSV files or utilising Zoho recipes, converting them into attractive proposals and integrating them into your project schedules is seamless.

You have the ability to allocate RFQs for supplier quotes, assign allowances for product selections, and manage markups and margins. You can also incorporate recurring items with frequency details, handle overseas purchases with currency conversions, and utilise quantity calculators. Additionally, you can include/exclude options and generate estimate comparisons for customer proposals.

Easily group items in various ways with a simple click to analyse costs and pricing. Customise the grouping for your proposal and choose the information to be displayed. Builders Excellence simplifies the complexity of estimating, making it quick and effortless.

Ready to streamline your workflow and enhance your business's efficiency? Access demo videos now by clicking "register here" and see how Builders Excellence can elevate your estimating process.

Builders Excellence introduces an enhanced notes functionality with our exclusive Comments solution. Simply input a comment, and it automatically saves to Zoho notes. Comments offer additional features, including using templates, sending SMS messages, sharing comments to the portal, and replying to previous comments.

Each new comment allows you to set the next follow-up date, automatically creating a task and closing the previous one. Attach or link documents to comments, flag comments for replies, and send comments via email.

Comments can be viewed and updated directly from enquiry and job pipelines, streamlining file updates without the need to open individual records. While we recognise the value of notes, Builders Excellence understands the importance of their effective use and management.

Ready to revolutionise your note-taking process? Access demo videos now by clicking "register here" and discover how Builders Excellence can optimise your workflow with ease.

CRM software, short for Customer Relationship Management, is the cornerstone of effective business management. Builders Excellence optimises Zoho's CRM capabilities, offering seamless access to crucial information with a simple click.

Our system allows you to track all interactions, records, and communications with potential and existing customers, suppliers, and subcontractors, spanning from initial inquiries to job completion, invoices, and beyond.

With our exclusive solutions, you'll never encounter duplicate records, as data seamlessly flows across processes, safeguarding its integrity through automations and integrations. This unified database serves as the ultimate source of truth, ensuring consistency and reliability in all your business operations.

Ready to elevate your business management? Access demo videos now by clicking "Register Here" and discover how Builders Excellence can revolutionise your CRM experience.

In Building and Construction projects, deliveries are a continuous requirement. With our exclusive Zoho solution, you can efficiently manage every facet of deliveries, from shipping and freight, to handling landing costs, booking internal trucks, couriers, and warehouse dispatch.

Builders Excellence provides robust support for Picklists, Dispatch Lists, Consignments, and Manifests. Track multiple movements of materials seamlessly, from suppliers to job sites and back, facilitating returns and handling warranty issues. Incorporate forms for quality checks, complete with photos and videos.

For those with simpler processes, our automations handle everything, ensuring your system stays updated without the need for manual administration.

Ready to streamline your delivery processes and boost efficiency? Access demo videos now by clicking "register here" and witness how Builders Excellence can transform your logistics management.

Zoho offers a secure Document Management solution called Workdrive, offering teams an online file management system.

Documents, images, videos, spreadsheets and more can be securely stored within document folders. These folders can be easily shared with internal or external team members, synced to the portal, and linked to customer records in Zoho CRM.

Security settings are in place to grant users access only to folders they are authorised to view, with all activities being meticulously tracked through a comprehensive audit trail.

Accessing documents from your mobile phone ensures you remain connected and productive, regardless of your location.

Ready to revolutionise your document management? Access demo videos now to see Workdrive in action!

Whether you're utilizing external email hosts such as Office 365 or Gmail, you have the flexibility to integrate them with Zoho or opt for Zoho Mail to save costs. Whichever route you take, you can centralise all your email communication within Zoho, streamlining customer activity management.

Zoho Desk streamlines the management of departmental emails, ensuring that the right individuals have access to organisational email addresses. This allows for real-time visibility into who is actively viewing the email, facilitates sharing internal notes regarding the email, and enables the updating of its status once it's been addressed.

Privacy settings ensure data confidentiality, restricting user access to emails based on permissions, while standardised email signatures maintain professionalism and brand consistency.

A standout feature of using Zoho for emails is the availability of templates, eliminating the need to repeatedly compose the same emails. Templates automatically populate with relevant information, tailored for each recipient. In Builders Excellence, we offer an extensive collection of ready-to-use email templates to streamline your communication process.

Curious about how these features can benefit your business? Access demo videos now by clicking "register here" and discover the power of streamlined email management with Builders Excellence.

For comprehensive HR management, Zoho offers the perfect solution. With Zoho People, you can foster employee growth, swiftly adapt to evolving needs, and ensure agile and effective HR management. Simplify HR tasks, retain talent, and cultivate a high-performing workforce.

Within project management, you can easily monitor approved leave to ensure accurate scheduling and maintain an up-to-date view of your team's capacity.

Effortlessly manage individual licences and certifications, ensuring compliance with regulations and safeguarding your business integrity.

Curious about how Zoho People can benefit your business? Access demo videos now by clicking "register here" and explore the possibilities first-hand.

Builders Excellence streamlines your Jobs and Contracts management with exclusive pipelines tailored to support specific tasks.

Utilising the pipeline tools, you gain insights into contract balances, including pending invoices. Easily manage requests for quotes, purchase orders, selections, and product choices. Track project progress and outstanding tasks, with the ability to drill down into specific milestones, tasks, and action items directly within Zoho CRM. Stay on top of every job without having to navigate individual records.

Exclusive menus provided by Builders Excellence simplify the process of drilling down, searching, and filtering your jobs, ensuring quick access to the relevant information. You can add comments and access the corresponding record with just a single click.

Ready to streamline your workflow and boost productivity? Access demo videos now by clicking "Register Here" and explore how Builders Excellence can transform your Jobs and Contracts management.

Builders Excellence's Job Budget management feature offers a robust report that compares estimated values with actual figures. This report provides insights into expected and actual profit margins, cash flow status, cost adjustments, and variations.

Within the budget report, users can drill down from Cost Code Category to individual Cost Codes and estimate line items. It also includes purchase orders and timesheets in its calculations, along with a detailed breakdown of customer and supplier invoices, highlighting outstanding and paid amounts. Users can easily identify discounts, variations, and cost adjustments affecting the job budget.

With just one click, access everything needed to evaluate the financial status of the job. The job budget report serves as a valuable tool in keeping finances on track and shaping future estimation practices.

Ready to take control of your project finances and shape future estimations? Access demo videos now by clicking "register here" and unlock the full potential of Builders Excellence's Job Budget management feature.

Zoho offers a comprehensive suite of marketing tools covering everything from SMS and email campaigns to surveys, social media integration, website integration, and campaign planning.

Effective marketing entails strategic targeting to yield optimal results. With Builders Excellence's marketing groups solution, you can organically expand your marketing lists through customer interactions within CRM. Keep tabs on potential marketing opportunities and seamlessly sync targeted lists with Zoho Campaigns.

Create a marketing strategy focused on the right customers based on their status, needs and demographic attributes such as customer type, geographic region and gender.

Ready to revolutionise your marketing strategy and reach the right audience? Access demo videos now by clicking "register here" and discover how Builders Excellence can supercharge your marketing efforts.

Builders Excellence assists in streamlining your sales process by managing preliminary agreements for project design or estimation.

Easily create digital preliminary agreements and customise the services to be provided, allowing for automatic calculation of the agreement price. Seamlessly deliver the agreement via email or obtain signatures during face-to-face meetings. Specify deposit payment details and enable immediate collection via credit card or issue of an invoice.

Demonstrate cutting-edge technology and operational efficiencies to your clients, instilling confidence in them that their project is entrusted to capable hands. This demonstration during the initial discovery meeting aids in securing a commitment from clients right from the start.

Ready to elevate your sales process and impress your clients? Access demo videos now by clicking "register here" and witness the future of project management in action.

Zoho offers an exceptional digital form application for creating personalised questionnaires. Tailor forms to suit your branding, incorporate conditional rules for dynamic field display, capture digital signatures and payments, and seamlessly integrate data to Zoho CRM.

Builders Excellence presents a selection of ready-to-use forms specifically designed for the building and construction industry. These include website contact forms, discovery questionnaires, preliminary agreements, site inspection forms, and more.

With our exclusive Tracker Management solution, you can store form templates directly within Zoho CRM. Enjoy the convenience of pre-populated customer and job information, effortlessly email forms to recipients, link them to tasks, and sync them with projects. Completed forms automatically trigger subsequent business processes, ensuring smooth workflow progression.

Ready to experience seamless form management and streamline your business processes? Access demo videos now by clicking "register here" and witness how Builders Excellence can transform your operations.

When it comes to generating reports and dashboards, the combination of Zoho and Builders Excellence stands out as an unparalleled powerhouse.

Structured with modules and data tailored to meet every business requirement, our platform offers a wide array of reports and dashboards specifically crafted for the building and construction industry. Whether you prefer tables or graphs, creating customised reports is quick and effortless. You can easily export reports to PDF and Excel formats, schedule them via email, and access them in real-time via mobile devices.

From Sales and Marketing to Finance and Operations, Projects, and Job Budgets, everything you need is conveniently accessible within a single application.

Ready to elevate your reporting game and gain actionable insights? Access demo videos now by clicking "register here" and discover how Zoho and Builders Excellence can transform your business intelligence.

Builders Excellence offers an exclusive RFQ Management solution integrated within Zoho CRM, facilitating swift and efficient management of supplier requests for quotes.

During the estimating phase, easily identify items requiring an RFQ. These flagged items are then organised within your RFQ pipeline, providing a clear overview of all RFQs across various jobs. Effortlessly link RFQs to project tasks, establish deadlines, and allocate them to one or multiple suppliers.

Suppliers gain access to your portal where they can review supporting documentation, request additional information, and submit their pricing.

Upon selecting the winning bid, a purchase order can be automatically generated, with tasks seamlessly synced to your project. Builders Excellence optimises your business processes, reducing administrative burdens and streamlining operations.

Ready to streamline your supplier management and enhance efficiency? Access demo videos now by clicking "register here" and discover how Builders Excellence can transform your operations.

Builders Excellence offers a robust pipeline management system designed to handle every business opportunity seamlessly. Easily monitor progress, including tasks, notes, emails, and text messages, all in one place.

Utilise Zoho blueprints to guide your team through the sales process, ensuring an excellent customer experience from the initial enquiry. Integrate your phone system to capture and track phone calls, while leveraging automations to dispatch emails, SMS, and internal notifications.

Efficiently gather additional information, images, and documents by sending digital questionnaires. Generate stylish proposals automatically populated with accurate information, and conveniently send them to clients for digital signatures.

With a comprehensive suite of solutions that leverage the full potential of Zoho, Builders Excellence ensures your sales pipeline remains a powerful asset for your business.

Ready to unlock the full potential of your sales pipeline? Click "register here" to access demo videos now, and witness how Builders Excellence can elevate your business to new heights.

Many building companies opt to expand their business horizons. Builders Excellence facilitates the utilisation of Zoho for both building and construction and trades and services. This integration centralises management of resource schedules and customer data within a single software application.

Effortlessly manage a comprehensive booking calendar for both internal and external resources, streamlining operations. Generate invoices directly on-site for services rendered and materials utilised. Additionally, establish maintenance agreements for ongoing arrangements, specifying frequencies and managing billing for recurring payments. Incorporate 'do and charge' options for additional services and materials used.
Builders Excellence empowers you to expand your company's reach, diversify your services, and optimise your business potential, all within a unified software application. Effectively manage all your resources and daily commitments easily.

Ready to take your business to new heights? Access demo videos now by clicking "register here" and explore how Builders Excellence can transform your operations.

Builders Excellence provides an advanced stock management solution within Zoho CRM, streamlining inventory management and automating key business processes.

Effortlessly track materials across various locations including your warehouse, vehicles, and job sites. Unused materials can be efficiently returned, with costs credited back to the respective job. Easily replenish existing stocks and order new materials for upcoming projects. Keep tabs on current stock levels, allocations to specific jobs, and pending deliveries from suppliers. Additionally, you can initiate stock transfers, make stock purchases, and conduct stock takes seamlessly.

By managing your stock within Zoho, you ensure that the cost of goods sold aligns with your accounting system. Moreover, you always have real-time visibility into the value of stock across all physical and mobile locations.

Ready to optimise your inventory management and streamline your operations? Access demo videos now by clicking "register here" and witness how Builders Excellence can revolutionise your stock management process.

Every business strives to showcase their proposals in a visually appealing design that aligns with their brand identity. With Zoho's mail merge feature integrated with Builders Excellence estimating solutions, achieving this objective is just a click away.

Customise your proposals to your exact specifications, styling them and configuring the display to present the necessary information. Enjoy the freedom to populate and format content exactly as desired, with options to group estimate values and outline payment schedules. You can automatically include details on inclusions, exclusions, plus information on allowances for prime cost items and provisional sums.

The next time you need a proposal, achieving the perfect result takes mere seconds.

Ready to revolutionise your proposal process and impress your clients? Access demo videos now by clicking "register here" and discover how Builders Excellence can transform your business presentations.

Suppliers and subcontractors are integral to your business, and we understand that managing these relationships can be just as important as managing customer relationships.

From requests for quotes to purchase orders, supplier bills, product pricing, licences and certifications, Builders Excellence software supports it all.

We take away the administrative tasks of keeping on top of responsibilities through workflow automation, integrations and portals to support every business process.

You can nurture your supplier and subcontractor relationships to make sure your customer's projects are delivered on time and on budget.

Explore how Builders Excellence software can transform your supplier and subcontractor relationships. Click "Register Here" to access demo videos and witness the power of streamlined management in action.

Builders Excellence simplifies variation management by facilitating the logging of contract variations, on-charging variations to customers, and monitoring cost adjustments.

Variations can be automatically generated through business processes published to the portal for customer approval or processed as an internal cost adjustment.

Variations are tracked in the job budget, and billable variations are clearly laid out on customer invoices or statements.

Moreover, the platform enables tracking of material or service cancellations, including specific quantities, and facilitates the creation of credit notes on contracts that can be allocated to invoices. It also streamlines tracking of deliveries and facilitates stock returns.

Builders Excellence comprehensively addresses all aspects of variation management, ensuring clarity on every scenario, financial impact, and business process throughout the contract build process.

Curious about its benefits for your business or need a visual walkthrough? Access demo videos now by clicking "register here."

To monitor your marketing performance effectively, consider tracking your website traffic through Zoho. With Zoho's PageSense, you gain insights into your website's performance and visitor behaviour, enabling data-driven changes to enhance conversion rates, optimisation, and customer engagement.

PageSense provides valuable information such as the pages visited by customers and their durations. Through heatmaps, you can visualise where visitors click and how far they scroll.

Additionally, Zoho SalesIQ facilitates interaction with website visitors via live chat, while BOTS automate the process, minimising response time and handling inquiries even outside business hours.

Zoho offers a holistic solution that supports your needs from start to finish. Engage with customers the moment they land on your website to maximise opportunities for generating sales inquiries.

Ready to elevate your website's performance and boost sales enquiries? Access demo videos now by clicking "register here" and discover how Zoho's comprehensive solution can transform your online presence.

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