Real-Time Construction Accounting Software

 

 

Document Manager

(Professional & Enterprise Editions)

 

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Document Manager Brochure.pdf

The BIS® Document Manager is designed to help you deal with the avalanche of paperwork associated with each of your building projects. Can't find the latest batch of Change Orders? Trying to figure out the status of your most recent Submittals, but your project manager is on vacation? Document Manager provides a means of managing your project paper trail through the entire project life. For each document form, Document Manager allows you to easily track, maintain, query, change, search and print the documents you need.

 

Document Manager Sample Screen

 

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Planning Stage Documents

  • Bid Request - formal bid request for transmission to subcontractors
  • Plan - tracks sets of plans that are loaned and returned to subcontractors
  • Insurance - provides quick and easy entry and access to subcontractor insurance information
  • Subcontract - provides access to subcontract information, such as pay schedules, contract amounts and work descriptions
  • Submittal - tracks the submittal of samples that are often requested of subcontractors by a project's architect, engineer or General Contractor

 

Bid Request Document:

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Plan Document:

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Insurance Document:

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Subcontract Document:

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Submittal Document:

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Performance Stage Document Types

  • Change Order - tracks contract change orders between the General Contractor and the owner (General Change Order) and the General Contractor and the subcontractor (Subcontractor Change Order)
  • Transmittal - a cover letter form usually sent to identify associated paperwork and related instructions
  • Request for Information - tracks information requests to the project's architects and engineers that is required by the General Contractor or subcontractor
  • Deficiency Notice - generates professional quality deficiency notices, listing requirements that the subcontractor still needs to complete
  • Lien Release - generates release forms to be signed by the subcontractor for partial or final payment for work performed
  • Meeting Minutes - records summary of meeting minutes, along with items discussed and names of those present, allowing dissemination of these notes to all interested parties

 

General Change Order Document:

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Subcontract Change Order Document:

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Transmittal Document:

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Request For Information Document:

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Deficiency Notice Document:

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Lien Release Document:

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Meeting Minutes Document:

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Completion Stage Document Types

  • Closeout Submittal - tracks final job submittals, such as operating manuals or warranty certificates, which need to be forwarded to owner
  • Punchlist - the final list of touch-up tasks for a project that must be completed by the subcontractor

 

 

Closeout Submittal Document:

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Punchlist Document:

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Builder Information System (BIS®) is the fast, flexible and scalable construction accounting software you need to grow your business. With 4 Editions, 18 modules and up to 3,000+ variations of reports, BIS® is construction software for any size company. BIS® supports AIA® billing, certified payroll reporting and accurate job costing information in real-time. Construction accounting should be profitable, not painful; that's why BIS® technology is light years ahead of the competition. BIS® job cost software will ensure that you maximize your time and money on the job, not on difficult to use construction software. If you need construction accounting software that goes far beyond generic accounting programs, then BIS® is the industry solution you need. Video: What is real time accounting?