HQ Suite
The Crew HQ dashboard.

Four for Field and Office

June 20, 2023
Reviews of the HQSuite construction management platoform, The Connecteam field service management app, the Successware Payments integrated solution and the White-Rodgers app.

HQ Suite (https://myprojecthq.com) is an all-in-one web-based construction management platform addressing a range of office contractor or subcontractor needs for connecting data, field, and office.

Crew HQ is a labor dispatch and resource management app. A centralized dashboard lists all projects and a user can drill down to see action items, by project, along with priority rating, due date, and if overdue. The project schedule view shows each project’s start and end dates, employees/contacts, and cost codes for each task. Job-specific scheduling delineates crews, equipment and materials for each job and features real-time alerts sent to field employees for job changes, requirements, and dates.

Project HQ, a project management app, handles change order management, AIA billing, RFIs and submittals, email and correspondence tracking, action items, contract management, document storage, PO management, subcontractor management, timecard entry, and customizable daily photo logs. The home screen shows a list of projects, any of which you can drill down to keep track of and update details, documents, email, and files, with ability to enter notes on equipment, labor, materials, and other data in a daily log. The app integrates your project documents library with DropBox, OneDrive, and Google Docs.  

Takeoff HQ is a quantity takeoff app that offers assembly templates for calculating material and labor total and includes the ability to calculate any measurement (area, length, count, volume). Estimators can price out labor and materials based on assemblies and items, mark them up, and create reports. They can also build your bid structure and perform take-offs on digital blueprints.

Executive HQ is stand-alone web-based reporting for contractors. A centralized location of job data and financial data for all projects, it includes Project WIP schedule with the ability to see a summary overview of details of all projects on one screen; color-coded job summary reports for each project with costs broken out by cost class, estimated vs actual cost, costs by codes, committed by cost code, and change order cost vs. income. 

Safety HQ, a construction safety app, is designed to help manage a company health and safety program. It includes ToolBox Talks; customizable forms to manage site safety inspections and hazard assessments, with photos; training and job hazard analysis with customized task-specific and new-hire training courses; and certificate tracking for each team member. The software includes the ability to create custom editable electronic inspection forms, with required fields to help ensure nothing important is left out; real-time reporting and analytics; corrective action reports by date range; and the ability to share inspections via branded pdfs.  It also includes links to suppliers for relevant SDS (Safety Data Sheets).

Pricing: user-based pricing varies depending on products added.

Connecteam

Connecteam field service management app (https://connecteam.com) provides multiple communications channels that facilitate streamlined communications and operations for companies with an on-the-go workforce. The software, centralized through an Operations Hub that serves as a digital dashboard, addresses job dispatching, employee hours (working, driving, or otherwise), tracking employing an integrated GPS time clock, task management, and workflow. It also offers online checklists and other forms.

Dispatchers can schedule jobs and projects for one or multiple employees and attach notes and pdfs to help clarify details, right down to the individual shifts. Built-in chat capability accommodates instant work announcements and updates as well as monthly training, online onboarding, and on-the-fly communication needs.

Available online forms include job ticket, safety checklist, hazard report equipment inspection checklist, and supervisor checklists.

Pricing: 14-day free trial available to all; small business plan for up to 10 users: free; Enterprise plan for up to 30 users, monthly subscription includes a personal account manager, private branding, and other features; 30+ users: additional monthly fee per user. 

Successware Payments

Successware Payments (www.successware.com) is a newly introduced integrated payment processing solution for the Successware business management platform (see our Jan 2021 column). Designed to expedite the customer payment process, your technicians can accept all major credit, debit, secure chip cards, mobile and ACH payment methods through Successware Mobile and your business has access to competitive rates for credit card and ACH processing. It also includes Successware Invoice and consumer financing.

Successware Invoice allows technicians to send customers a digital, contactless invoice via email or SMS with a personalized, secure online payment link. It also streamlines the payment process in the field with automated payments. Integrated consumer financing allows your customers to get approved for financing on the spot through Successware Mobile.

White-Rodgers Connect

White-Rodgers Connect is a free mobile app for facilitating HVAC installation and diagnostics. It allows a compatible mobile device with an NFC (Near Field Communications) antenna to communicate with a compatible White-Rodgers control. The auto-set features enables you to enter the replacement part number to automatically configure the White Rodgers control to the replacement part’s original set-up. The app is pre-loaded with hundreds of OEM control configurations and is compatible with Android 8 (or newer), iPhone 8, or iOS 13 or newer. The app can be used without Wi-Fi or cell service. No log-in required.  

Patti Feldman writes articles and web content for trade magazines and manufacturers of building products. She can be reached at [email protected].

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