Construction Specific Contact Management

2-Tiered Contact Management System: Companies and Contacts Track Vendor Insurance and Licenses. Expired Alerts will appear on all vendor transactions Your Master Roledex: Access it anywhere anytime using any type of device (i.e. laptop, smart phone, tablet) Import from Microsoft Excel Import/Export/Synchronize with Microsoft Outlook and Accounting Systems (i.e. Intuit QuickBooks, MYOB, Sage 50 Canada or SAP Business One)

Track Job Opportunities Using Leads

Full Lead tracking system to record job opportunities Categorize Leads using unlimited classifications Create and track Drawings, Specs, Estimates, and Correspondence for each Lead Lead Calendar: Show bids due and correspondence that have reminder dates Use Stages (i.e. reviewing plans, bidding, bid submitted, awarded) to record Lead status Lead Dashboards to analyze stages by quarter and year-over-year comparisons

Setting Up Leads or Awarded Projects is Easy using Built-In Wizards

Some of Corecon's Wizards: Quick Lead Add Wizard Quick Project Add Wizard (shown) Lead to Project Wizard: Creates Awarded Project and moves Drawings, Specs, Estimates and Correspondence Over Estimate to PM Wizard: Creates Job Cost Codes, Contract, and Budgets Estimate to Procurement Wizard: Issue POs and Subcontracts to awarded vendors in RFP Packages Estimate to Scheduling Wizard: Create summary or detail Schedules from Estimate

Estimating

Build your own cost database or use industry standard databases from RS Means Send out Invitations to Bid (ITB) to Bidders List Create multiple estimates (i.e. Base Bid, Alt 1, Alt 2) for Leads and Projects Organize estimate up to 4 tiers using Work Breakdown Structures (WBS) Use Request For Pricing (RFP) Packages to collect and track Sub/Supplier bids Estimate Markups at 3 levels: Line item, WBS Section, and Global (entire estimate) Cuts and Adds for last minute changes Professional looking Proposal and Detail Reports Wizards to Copy or Compare Estimates (i.e. Base Bid versus Base Bid Rev 2)

Contract Administration

Create one or more Contracts for phased work (i.e. building 1 or 2) Contract Types: Fixed Lump Sum, Cost Plus with or without Guarantee Maximum Price (GMP) and Unit Price Track 4 types of Budgets per Contract: M/L/E/S/O Cost, Revenue (i.e. Contract Amount), Labor Hours and Equipment Hours

Comprehensive Change Management

Track Prime Contract changes using the Change Proposal Request (CPR) and Change Order (CO) features Track Subcontract changes using the Sub Change Order (SCO) feature Use the TeamLink Portal to request and collect sub/supplier pricing for CPRs Use the CPR to CO Wizards to roll multiple approved CPRs into a single CO Use the CPR to Procurement Wizard to create POs or SCOs for the impacted vendors

Progress Invoicing

Invoice process tailored for Fixed Lump Sum, Cost Plus and Unit Price contracts Track Retainage/Holdbacks for Work Completed and Stored To Date Export to QuickBooks, MYOB, Sage 50 Canada or SAP Business One using CoreconLink utilities

Procurement

Suppliers: POs and Bills Subs: Subcontracts, Sub Change Orders (SCO), and Sub Invoices Eliminate over billing by vendors

Time Tracking

Track labor and equipment hours by Project, Prime Contract and Cost Code Use rate tables to charge out employees at a standard or project-specific rate Enter timecards manually or import from Microsoft Excel Special Time/Expense Logins are available for entering just Timecards and Daily Logs CoreconLink applications: Transfer timecards directly to an accounting system or payroll service

Reporting

Customize detail reports using Microsoft Word templates Customize log reports with options for field selection, sorting, grouping, and filters

Project Financial Dashboards

Executive dashboards provide the “big picture” on all active projects Filters to analyze multiple projects, a single project, or contract. Track Estimated Vs Actuals on 4 Types of Budgets: Cost, Revenue (i.e. Contract Amount), Labor Hours and Equipment Hours Tailored views for Budgets, Vendor Analysis and Summary Special dashboards for WIP, Historical Analysis and Fiscal Year

Custom Dashboards By Module

Custom Dashboards for Correspondence, Documentation, Contract Admin and Procurement modules Over 50 Drag and Drop Widgets Each User can specify their own layout

Correspondence

Industry standard features: Journals (i.e. Letters), RFIs, Submittals, Comply Notices Built-in Email Capabilities Collaborate with outside team members using Corecon's TeamLink portal Reminder and Due Date options for Recipients. Items that are not closed will appear in Project Calendar and Alerts Widget.

Documentation

Improve quality control using Checklists and Punchlist Items Record Meeting Minutes Document Safety Accidents and Meetings per OSHA standards

Project Calendars

The Project Calendar displays items that may require follow-up. This ensures Project Teams are pro-active and not re-active! Options to select one or more projects Filters by Module (i.e. Documentation) and Feature (i.e. Punchlist Items) Hyperlinks to view details immediately

Scheduling

Track multiple Schedules per Project 3 Scheduling Views: Gantt, Resource, and Calendar Cutting edge Gantt control using Microsoft Silverlight 4.0 technology eliminates refreshes in browser Import capabilities from Microsoft Excel and Project

Cutting Edge Technology

• Built using Microsoft's latest web technologies: ASP.NET 3.5, Silverlight 5.0, AJAX
• Database Engine: Microsoft SQL Server 2008
• No software to install. Access it on workstation, laptop, netbook, tablet or smartphone anywhere anytime.

Security and Infrastructure

• Corecon's Infrastructure Provider: Rackspace.com
• Rackspace Security Certification: SAS 70 Level II
• 24/7/365 Server Monitoring
• Nightly Backups including Weekends
• 99.9% Uptime Guarantee

International Support

• Supports any Date Format (ex. mm/dd/yyyy, dd/mm/yyyy)
• Currency format can be specified by Project

Benefits of being Web-based

• Ease of implementation - No software to install, just open a browser, login and you are ready to work
• NO hidden costs - No additional software or hardware to purchase
• NEVER spend on upgrades or maintenance - all upgrades are automatic and FREE
• Anytime, Anywhere Access - work from your home, office, job site trailer, or truck
• LOW RISK investment - instead of spending big dollars upfront, pay a small monthly fee
• High security - secure data centers with 24x7 monitoring and daily backups of data
• Faster response to enhancements - with nothing to install Corecon can add features and respond to requests quickly

Operational Benefits

• Standardize method of managing jobs regardless of size and scope
• Create report templates which provide a professional and consistent look which in turns builds brand awareness
• Stop the madness of having a collection of project spreadsheets, word docs, pdf files, photos etc. scattered across the network. Having a single data repository improves visibility so Management can make quick and informed decisions anywhere anytime.
• Track up to 4 types of contract budgets: Cost, Revenue (i.e. Contract Amount), Labor Hours, and Equipment Hours
• Analyze financials across multiple projects, a single project, or by job cost code with a click of a button
• Take immediate action on auto-generated alerts for items that are coming due or over-due

Corecon V7 Editions

	Estimating Only	Collaboration	Standard	Project Manager	Pro	Time/Expense Login (Add-on)
Module/Feature	$20 User/Mo	$30 User/Mo	$40 User/Mo	$50 User/Mo	$60 User/Mo	$5 User/Mo
Contact Management
Companies	Yes	Yes	Yes	Yes	Yes
Contacts	Yes	Yes	Yes	Yes	Yes
Project Leads (i.e. Business Development)
Project Leads	Yes				Yes
Project Lead Directory	Yes				Yes
Project Lead Drawing Log	Yes				Yes
Project Lead Specifications	Yes				Yes
Project Lead Checklist	Yes				Yes
Project Setup
Projects		Yes	Yes	Yes	Yes
Project Directory		Yes	Yes	Yes	Yes
Project Drawing Log		Yes	Yes	Yes	Yes
Project Specifications		Yes	Yes	Yes	Yes
Project Checklists		Yes	Yes	Yes	Yes
Estimating
Cost Database	Yes		Yes		Yes
Invitation To Bid (ITB)	Yes		Yes		Yes
Estimates	Yes		Yes		Yes
Estimate RFP Packages	Yes		Yes		Yes
Contract Administration
Contract and Budget Setup Wizards			Yes	Yes	Yes
Job Cost Codes			Yes	Yes	Yes
Prime Contracts			Yes	Yes	Yes
Estimate to CPR/CO Wizard				Yes	Yes
Prime Change Proposal Request (CPR)				Yes	Yes
Prime Change Order (CO)			Yes	Yes	Yes
Prime Contract Invoice			Yes	Yes	Yes
Procurement
Estimate to Procurement Wizard			Yes	Yes	Yes
Purchase Order (PO)			Yes	Yes	Yes
Bills			Yes	Yes	Yes
Subcontracts				Yes	Yes
Subcontract Change Order (SCO)				Yes	Yes
Subcontract Invoices				Yes	Yes
RFP Packages (Not from Estimates)			Yes	Yes	Yes
Anticipated Costs			Yes	Yes	Yes
Human Resources (H.R.)
Employees and Payroll Setup			Yes	Yes	Yes
Timecard and Employee Misc. Expense Approval			Yes	Yes	Yes
Time and Expenses
Labor Timecards			Yes	Yes	Yes	Yes
Equipment Timecards				Yes	Yes
Employee Misc. Expenses				Yes	Yes	Yes
Correspondence
Comply Notice		Yes		Yes	Yes
Issues		Yes		Yes	Yes
Journals (Letters, Faxes, etc.)	Yes	Yes	Yes	Yes	Yes
Message Log (i.e. Email/Fax Log)	Yes	Yes	Yes	Yes	Yes
Request For Information (RFI)	Yes	Yes		Yes	Yes
Submittals	Yes	Yes		Yes	Yes
Transmittals	Yes	Yes		Yes	Yes
Work Orders (WO)			Yes	Yes	Yes
Documentation
Daily Log		Yes	Yes	Yes	Yes	Yes
Meetings		Yes	Yes	Yes	Yes
Owner Eqp. Items/Furnishings		Yes		Yes	Yes
Permits		Yes	Yes	Yes	Yes
Punchlist Items		Yes	Yes	Yes	Yes
Safety Accidents		Yes		Yes	Yes
Test and Inspections		Yes		Yes	Yes
Scheduling
Schedules		Yes	Yes	Yes	Yes	Yes - Assigned Tasks
Dashboards
Lead Analysis	Yes				Yes
Lead/Bid Calendar	Yes				Yes
Project Financials			Yes	Yes	Yes
Project Calendar - Open Items		Yes	Yes	Yes	Yes
Fiscal Year Financials			Yes	Yes	Yes
Email, Fax, and Reporting
Built-In Emailing and Faxing	Yes	Yes	Yes	Yes	Yes
Customize Detail Reports Using Word Templates	Yes	Yes	Yes	Yes	Yes
Customize Log Reports	Yes	Yes	Yes	Yes	Yes
Security and Infrastructure
Named Users	Yes	Yes	Yes	Yes	Yes	Yes
Customize Security Roles	Yes	Yes	Yes	Yes	Yes
24/7 System Monitoring	Yes	Yes	Yes	Yes	Yes	Yes
Daily Backups	Yes	Yes	Yes	Yes	Yes	Yes
Other
To Do List	Yes	Yes	Yes	Yes	Yes
Alerts	Yes	Yes	Yes	Yes	Yes
Online File Storage (i.e. Uploading Photographs, Cad Files)	Optional	Optional	Optional	Optional	Optional	Optional
TeamLink Portal (Collaboration)	Yes	Yes	Yes	Yes	Yes

What version is appropriate for my firm?

Commercial GC or Subcontractor with Estimating --> Pro Edition
Commercial GC or Subcontractor without Estimating --> Project Manager Edition
Residential Builder or Subcontractor --> Pro or Standard Edition
Architect or Engineering Firm --> Pro, Project Manager or Standard Edition
Developer --> Project Manager or Standard Edition
Estimating Service Firm --> Estimating Edition
Graphic Design Firm --> Standard Edition
Custom Yacht Builder --> Pro, Project Manager or Standard Edition

What operating systems are supported?

Corecon v7 is a web-based solution and requires the Mozilla Firefox browser. Versions of this browser are available for Windows, MAC and Linux operating systems.

Can I use another browser instead of Mozilla Firefox?

Microsoft Internet Explorer 9.0 can be used but Mozilla Firefox is the recommended browser based on stability and performance. Google Chrome and Apple Safari are not yet supported.

What are the bandwidth requirements (i.e. Internet Connection Speed)?

1.5 Mbps Down / 1.0 Mbps Up

Can I use Corecon v7 on Apple's iPad device?

Corecon V7 will be compatible with Apple's Safari browser in July 2012. After this update, the only feature not functional on this device with be the Corecon's Scheduling Gantt Chart feature which requires Microsoft Silverlight 4. Like Adobe Flash, Microsoft Silverlight 4 cannot be installed on an iPad device.

Can I use Corecon v7 on my smart phone?

Corecon Mobile is a solution strictly designed for smart phone devices and is compatible with Apple iPhone, Google Android, Palm, RIM Blackberry, and Windows Mobile 7.

What is the price of Corecon?

$20-60 per month per user depending on the edition.

Does Corecon support international date and currency formats?

Corecon v7 was built from the ground up to support the global construction market. All date and currency formats are supported. In addition, one can have multiple projects with each having different currencies.

What technology is Corecon v7 built on?

Database: Microsoft SQL Server 2008 Languages Used: Microsoft C#, ASP.NET 3.5, and Silverlight 4.0