Name: OnSite Companion
Author: Companion Systems

Help Desk

Web and Video Conferencing

Customer Support

Version Control

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Policy Management

Project Portfolio Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Converged Network Adapters (CNAs)

Data Catalog

Data Center Networking

Data Integration

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed DNS

Managed File Transfer (MFT)

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Mobile Device Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Observability

Server Management

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Contest Management

Customer Journey Analytics

Digital Asset Management

Email Marketing

Marketing Analytics

Marketing Automation

Mobile Advertising

Mobile Analytics

Press Release Management

Product Information Management (PIM)

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Presales

Sales

Civil Engineering

Construction Workforce Management

Dental

Loan Servicing

Patient Engagement

Revenue Cycle Management (RCM)

Vertical-Specific

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OnSite Companion is a project workflow management solution specifically designed for the construction industry. According to the vendor, it is a versatile tool suitable for construction companies of various sizes, ranging from small contractors to large-scale construction firms. OnSite Companion caters to a wide range of professions and industries within the construction sector, including residential and commercial construction, pool building construction, and construction project management.

## Key Features

**Job Control**: According to the vendor, OnSite Companion allows users to easily search for and add jobs, create flexible workflow schedules using templates, and allocate trades and suppliers to specific jobs. The product provides full activity forecasting to assist with efficient project management.

**Defect Control**: OnSite Companion offers a feature that enables users to quickly record defects using notes and photos, track variations, and customize workflow changes. The vendor claims that this feature ensures quality control and facilitates seamless defect management.

**Contact Control**: The product includes a contact management feature that allows users to manage contact details and communications with stakeholders involved in different jobs. OnSite Companion also allows for the association of contacts with multiple jobs, streamlining communication and collaboration.

**Service Provider Control**: According to the vendor, OnSite Companion provides comprehensive management of service providers, including details and communications, WHS (Work Health and Safety) management and reporting, certificates of currency, and labor allocation. This feature aims to facilitate effective coordination with external service providers.

**ToDo Lists**: OnSite Companion offers comprehensive to-do lists that aim to maximize efficiency and increase productivity. These lists drive processes and enable effective planning and management of staff activities. The product also provides a supervisor view for better oversight.

**Activity Search**: OnSite Companion provides advanced search functionality with filters and sub-filters, allowing users to conduct detailed searches across multiple relationships. According to the vendor, this feature enables quick access to relevant information, aiding efficient project tracking and management.

**Message Search**: Users can access communications and audit future reminders using the message search feature. OnSite Companion also allows for easy work release to trades and suppliers. The vendor claims that this feature enhances communication with relevant stakeholders.

**Alert Control**: OnSite Companion includes an alert management feature that enables users to manage alerts and messages, assign alerts to others, and track read receipts. According to the vendor, this feature ensures effective communication and acknowledgment of important notifications.

**Job Analysis**: OnSite Companion provides graphical and report format analysis to offer insights into job progress. The vendor claims that the product offers a comprehensive overview of job stages, enabling informed decision-making and progress tracking.

**Document Manager**: OnSite Companion offers automatic generation of job documents, simple document storage, automatic version control, and a customizable folder structure. The vendor states that this feature facilitates easy document management.

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Basic

Standard

OnSite Companion

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Companion Systems

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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Overview

What is OnSite Companion?