Task Notification System

So you've made a change to your schedule. People affected by that change need to know what's going on, as soon as possible.

With BuildIT, your people can be notified... automatically... by email.

There are 2 general types of notifications:

  1. Immediate, based on changes to tasks
  2. Overnight, based on upcoming tasks

You get to set the rules - who gets notified, when, and under what circumstances.

Immediate Notifications

When you open a task in BuildIT, make one or more changes, then click [save and close], you can configure the system to send out an email notification. There are several options here (as shown in this partial screen shot), and we can help you make the proper adjustments so the right people are getting notified about the right things.


For example, based on the configuration above, if you add extra days to a task, and that task is shared with an outside vendor or sub-contractor, that person will get an email notification that may look something like this:


Easy to see who it's for, what job, the task name, and what changed. The contact can even click a link below and go directly to their shared schedule web link (Contact Schedule) - a feature that sets BuildIT apart from the rest – where they can see ALL tasks for ALL jobs you have assigned to them, as well as ALL related job files you wish to share with them.

Overnight Notifications

Your contacts (vendors, employees, sub-contractors, clients, etc.) can now be given a "heads up" email notification several days in advance of a task you've assigned them to. Now, if there are any scheduling issues, they can be dealt with in advance, not the morning of!!

For more information on BuildIT's task notification system, and how to get it working for your team, give us a shout.

 Scott Hutchinson
 scott@builditsystems.com
 1 866 585 5050 ext 1

Trade Conflicts Report

For contractors who want to ensure they haven't double or triple booked their best subcontractors, try the new "conflicts" reporting in BuildIT.

Conflicts Report

This report works for any contacts that have been assigned to 2 or more tasks, either in the same job, or across several jobs. The system will generate a report showing:

a) the contact

b) the 2 tasks in question

c) where the conflict is graphically

From this report, you can link to several areas:

1. The contact record

2. The "contact schedule" for that contact

3. The schedule view filtered by that contact

4. The specific task

We also have a preferences area where you can set your defaults, and have the conflicts report tailored to your needs.

Besides "trade conflicts", this also works for customers that have several crews or employees. You can see where the overlaps are, and where the gaps are in the schedule that can be filled. In doing so, you can optimize your staff, and increase your billable hours per month. Graphically, you can see on the BuildIT Gantt chart across several jobs where you have gaps, and where tasks overlap.

Make your edits, then re-run the "conflicts report" to ensure you have a schedule that is buttoned up. You'll be better scheduled, and your trades will thank you.

 Scott Hutchinson
 scott@builditsystems.com
 1 866 585 5050 ext 1

BuildIT PDF document templates and Apple iOS products

Our users have given two enthusiastic thumbs-up to BuildIT’s PDF construction document templates. There are now over 60 templates in BuildIT that instantly take your business to a new level of professionalism.

These templates marry job and contact details into preformatted forms, saving both time and costly errors. And… we’ve created hundreds of customized forms to match users existing forms or take those forms to another level of consistency, clarity, and efficiency.

If the information exists in BuildIT, there's never a need to re-type that information into a document.

With the ever growing use of iPhones and iPads, we've run into some limitations, brought about by the basic PDF reader included with these devices. Some customers have noticed that PDF documents generated in BuildIT would have blanks where data should be displayed.

In response to this, we have modified how BuildIT PDF documents (or PDF "forms") are generated.

  • When viewing or sending locked (uneditable) PDF’s, the fields will now show on iOS (Apple) devices.
  • To create or edit PDF forms, you will need a third-party app that goes beyond the native PDF reader on iOS devices. This will require a 3rd party application such as the excellent “PDF Expert” app to be purchased and installed by the user. This app comes in both iPad and iPhone versions and is only $9.99. 
     

 Scott Hutchinson
 scott@builditsystems.com
 1 866 585 5050 ext 1