Expesite (discontinued) vs. TaskRay

Expesite seems to be a good program for a client to communicate with their general contractor. It allows the GC to log in to one portal to handle all forms of communication rather than having to email certain things and use DocuSign for others and follow up via email to make sure that tasks are completed.

Incentivized

TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.

Incentivized

• Provides a dashboard where you can see all jobs that are going on with a particular client.
• Makes submitting and tracking change order requests simple.
• Makes tracking the status of pay applications simple.

Incentivized

• Onboarding Templates
• Scheduling Onboarding tasks and assignments to client and employees
• Creating project logs so that everyone knows what is being worked on

Incentivized

• User-friendliness. My biggest gripe about Expesite is that nothing is intuitive. I wouldn't intuitively think to look for anything in the place that I can actually find it. For example, why would I go to my "inbox" to see where all of my jobs are? I would think that would be what the dashboard would be for.
• I understand it's a security measure, but changing the password so frequently gets challenging and this is the only program that I use that it changes as often as it does..
• Finding documents on Expesite is a nightmare. As a GC I need to be able to quickly log in and see if there are any brand new documents that I should be aware of, and perhaps I'm just using it wrong, but I haven't found any easy way to do that. It's very frustrating to have to dig through all of the files to figure out what has been updated.

Incentivized

• Unfortunately TaskRay does not allow us to share templates externally with customers.
• We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.

Incentivized

It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately

Incentivized

Easy Easy Easy to use

Incentivized

I have not had many support issues but when I have, they have been courteous helpful, and solved the issue

Incentivized

Again, just like the app, the implementation was very easy.

Incentivized

We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.

Incentivized

• It has made communicating with our important clients easier by centralizing the communication.
• It has made submitting change order requests quick and simple.
• It has helped to speed up the accounting process because we can log in at a glance and see a status.

Incentivized

• It was highly effective in organizing projects and sprints.
• Time cards were easy to manage.
• TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.

Incentivized