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What is Workman's Dashboard?

Implement a robust workflow system that manages projects from the initial bidding stage through to the completion of payments. Design specialized dashboards specifically for Estimators, Project Managers, Foremen, and the Accounting team. Enable the delegation and tracking of tasks among team members within your organization, ensuring everyone is on the same page. Create a comprehensive catalog of commonly used products, services, and standard pricing to streamline the bidding process. Effortlessly access customer contacts, job notes, and relevant details for each project, improving overall efficiency. Strengthen communication between the office staff and field workers regarding customer inquiries to enhance responsiveness. Evaluate the performance of individual estimators as well as the company’s overall productivity through detailed analysis. Gain valuable insights into conversion rates across various sectors, including Residential, General Contractors, and Public Works. Tailor reporting parameters and output formats to include visual representations such as pie charts and data spanning the trailing twelve months. Simplify labor reporting related to job costing and streamline submissions to payroll providers for increased accuracy. Reduce the administrative burden and potential data-entry errors while boosting timesheet accountability. Furthermore, guarantee that all team members remain informed and coordinated throughout the entire project lifecycle to promote greater collaboration and effectiveness. This unified approach not only enhances project management but also drives overall organizational success.

What is Planwhiz?

Planwhiz empowers finance teams to work collaboratively with other departments by ensuring alignment on common goals and streamlining variance analysis to identify opportunities for growth. Acting as a centralized source of truth, it integrates effortlessly with accounting, HR, and spreadsheets, providing detailed insights into the components of each budget. This platform guarantees that all team members are on the same page and well-informed. By leveraging Planwhiz, you can refine your planning processes to achieve significant results. Its intuitive, accurate, and team-oriented approach allows for quick adjustments to changing conditions with adaptable financial planning options. With an array of pre-built reports, such as Profit & Loss statements, cash flow analyses, SaaS metrics, and headcount evaluations, Planwhiz offers immediate insights and evaluations for different scenarios. By automating the generation of repetitive reports, it helps to eliminate tedious tasks and enhance productivity. Reports are readily available as needed, making it easy to share performance metrics both internally and externally. Ultimately, Planwhiz transforms team collaboration, creating a more efficient and agile planning atmosphere, which is crucial in today’s fast-paced business environment. This innovative platform not only streamlines workflows but also fosters a culture of transparency and accountability across all departments.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workman's Dashboard

Company Location

United States

Company Website

workmansdashboard.com

Company Facts

Organization Name

Planwhiz

Company Location

United States

Company Website

planwhiz.com

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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