Constellation HomeBuilder Systems headquartered in Markham offers BuildTopia, an integrated residential construction managment platform providing scheduling & estimating, sales management and CRM, accounting, and BI.
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WorkflowMax
Score 9.0 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
BuildTopia is ideal for bringing all components of the sales and construction process together for any homebuilder. If you're looking for a platform that also incorporates a robust CRM component, which is key for strong sales efforts, you'll likely need to utilize another platform in conjunction with BT for the best results
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
BuildTopia excels at contract management. Every part of the contract process is able to be managed electronically from initial signing to closing, and can even handle more special cases like contingencies.
BuildTopia manages all of our construction efforts well. All of our floorplans are pre-build in the system, so all we have to do is go in an build out the construction schedule from a pre-made template, and make any alterations from there.
The selections process is always a headache, but BuildTopia makes it pretty painless. Everything is loaded right in to the system while making selections with the client, and more detailed things, like non-standard options, are easy to load in and process.
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
Requests for platform enhancements, while easy to submit and get approved, are slow to be turned around...often a year or more passes before they're implemented.
BuiltTopia, while good for sales and construction, is missing one large thing...a CRM component. The system allows you to manage clients and prospects, but options for email marketing and other CRM-related efforts are lacking.
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
Overall, our company has saved money by being able to shut down all the various platforms we were using for different departments and transition to just BuildTopia.
Company efforts are more efficient, with all pertinent information being in one place and able to be viewed by everyone as needed.
Efforts of the sales team are better able to be managed and reviewed from afar whereas we only had physical paper trails before.
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
