Fluid Contract Manager


Full Features List

Features

Contacts - Can be imported, or manually entered. Once they are in the system, you can quickly fill in forms with a few key strokes.

Permissions – You can allow or restrict access to different team members, whether it is a partner or a subcontractor, allowing for modules to be blocked out, read only rights or full access as you deem necessary.

Projections – Quickly adjust your projected costs and estimates as the project unfolds, without affecting contracts.

Sub Contracts - in additional to using Fluid to issue contracts, you can track the status of where they are at in the approval process , review % of change orders and drill down into each trades details as necessary.

Download Contract Worksheet - All of your project budget, commitments and projection information is accessible and can be downloaded into a spread sheet format for you to sort, filter and analyze in whatever way suits you.

Daily Report - Automatically documents your most common project conditions, such as weather, work forces, deliveries, and safety. Allow subcontractors to post their own daily reports. Quickly copy repetitive information into a new report.

RFI's - Document the questions and answers on your project. Requests for Information are instantly accessible. Issue and close them faster by submitting and tracking online.

Time & Material tracking - track hours spent in the office or in the field on your project. Have people submit Coming Soon their hours for approval online.

Messages - Fluid's Messages Module allows you to capture all of your project communication in one spot. You can forward all messages to your email, or keep your inbox freed up by only using the messaging system. Fluid will also allow you to reply to a message, inputting information into the system without having to log in.

Budgets - Fluid allows you to setup an original budget to track your project contracts and projections against.

Client Contract - Draft a contract, add attachments and send out. Fluid allows users to send, review and approve contracts online. Changes to your contracts are also issued from here and tracked.

Changes - Track potential and pending change orders at both the Client Contract and Subcontract levels. Have all change orders submitted, reviewed and responded to online.

Billings - Draft and submit detailed pay applications online. Scope of Work is automatically updated with Change Orders as they are approved.

Documents - stores your files in the Cloud and allows your entire team access to your files as you deem necessary. Allows for permissions by folder. Great for storing and sharing large files such as drawings and posting as-built information.

Submittals - Know what has been approved for your project at any point in time. Upload, submit, approve and track submittals all on line. Quickly identify who is responsible for approvals along the way.

Meeting Minutes - record meeting minutes, distribute and track Action items online.

Punch Lists - Develop a list of correction items required to complete the contract. Fluid allows for fast filtering and Coming Soon distribution and inserting pictures right from your phone.


Advantages

Mobile - liquid layouts and a fluid grid design adapts to your device, whether you are at a desk, in a meeting with your tablet, or on the road with a touch-screen phone.

Simple - From the User Interface, to the help menu, to the help desk, Fluid was designed for minimal training, maximum users.

Inexpensive - Pricing is provided based on approximate volume of work managed per year and adjusts to the size of your organization. You can subscribe on a monthly or annual basis, and allows you to stop your subscription at anytime, without penalty.

One spot - Mange all of your project information in one spot including emails, RFI’s and submittals. Upload drawings for review by the entire team.

Speed - We have kept the user input screens to a minimum and created fast-fill form fields. Whether accessing from your iPhone or iPad, Fluid has been designed for efficiency from all aspects.

Easy to Start - simply log in, enter a few basic project parameters and start managing your project. Anyone can try it out for free.

Speed - Fluid allows contracts, change orders, RFIs and submittals to be submitted, commented on and approved… all online. This saves multiple data entry and keeps the project flowing.

Maximum Users - We believe that a project runs better with more communication and collaboration, so we encourage users to sign up and use Fluid. No trying to juggle access and switching users because of limited licenses.

Quick training sessions - get ramped up quickly right from the jobsite. Fluid was designed with simplicity in mind for all users. Our interface is intuitive and we have included step-by-step guides taking users through each process. We don’t make money off of training or setup fees.

Cloud Based - Fluid is kept simple by being available on a Software as a Service model. This means no installation on a server, no ongoing maintenance contracts, in fact, updates are automatically there when you log in. Our software is Cloud based, accessible from any internet connection.

Security - Strong 128 bit SSL Encryption. Hosted by Amazon Web Services (AWS) in the cloud.

Quick Summary Pages - Get real time information whether you are on the road, or in a meeting. Project information is summarized into multiple summary screens, allowing you to quickly view contract information and drill down into specifics as necessary.

Easy Terms - Fluid allows you to subscribe on a monthly or annual basis, and allows you to stop your subscription at anytime, without penalty.