Plan the move into BuildFlow-CM around your current project data, roles, permissions, workflows, training needs, and support expectations.
Implementation scope depends on the format and quality of current project information, the workflows being adopted, and the roles that need access.
Implementation should identify the first workflows to standardize, active projects that need to move, contacts and documents to preserve, and any connected systems that must remain part of the operating process.
Company and project setup should reflect who owns each workflow, what access each role requires, and how the company wants estimating, field activity, financial review, documents, and communication to operate.
Owners, PMs, superintendents, office staff, and workers do not need the same training. Adoption should focus on the tasks each role is accountable for and confirm the first production workflows before broader rollout.
The current BuildFlow-CM FAQ says existing project information, contacts, documents, and other usable records can be brought in. The exact import process depends on the format and quality of the current data.
Current plan information includes support at every tier, with support level varying by plan. Confirm the current support channel and service expectations during purchase.
Create your BuildFlow-CM account, choose the plan that fits your company, and start connecting estimating, projects, field activity, costs, billing, documents, and workforce workflows.
