The benefits of implementing the Intelidoc system in the management of construction projects are:

• faster business, flow of information and documents
• managing the financial status of projects
• reduction of operational risk
• better productivity, we automate repetitive processes
• central storage of project documentation
• reduces the possibility of poor management

Project management system modules include

• Contract documentation
• Finance management
• Documentation and correspondence (email, paper, …)
• Time management

Customers and participants

• client,
• contractor, subcontractors,
• financial institutions, …

Documents and folders

• attachments (documents, drawings, technical docs, …)
• folders
• import documents (single, multi, automatic, sync, …)
• inteligent document generation (word, contracts, letters, …)

Received Bills

• approwal workflow
• payments (bank transfer)
• payment reconciliation
• bank statements import
• retained funds
• e-invoices

Invoices issued

• invoice entry

• tax levels, multi-country enabled

• prints with layout templates

• multi-currency business

• retained funds (construction)

• e-invoices

• adjustable numbering scheme (rules)

• other financial documents:

  • Purchase orders
  • Estimates
  • Advances
  • Payments
  • Bank statements

Contracts

• client
• contractor, subcontractor
• financial tracking
• items delivery progress
• tracking and parameters
• phases
• accounts
• documents
• notifications

Financial instruments

• guarantees
• letters of credit
• bank and insurance limits
• insurances
• deposits

E-mail

• group email boxes with response tracking
• email integration
• attaching of email or email documents to a project
• sending emails from the project
• automatic notification (configurable)
• email marketing (information, news, advertisements)
• personal email (you do not need additional email system)

Project phase management

• project stages / levels
• phases of the project
• cost management by projects, contracts, cost centers

International Business

• operations of a company / group of companies in several countries
• business consolidation - many companies, many countries, many currencies
• exchange rates - automatic

Analytics and reports

• reports
• data exchange (xml, sql, api, …)
• project parameters
• notices of deadlines, restrictions
• financial performance
  • financial monitoring of projects
  • temporal analytics (year, quarter, monthly)
  • level analytics (branch, department, project)
  • cash flow

CRM

• partner database
• database of contacts
• categorization and custom lists
• additional information about partners

Services, tasks and materials

• services
• tasks
• material used
• catalogs
• invoicing
• user time tracking

Events, tasks and notifications

• tasks, deadlines, notification
• events, minutes, bookmarks, notes

Exchange with external systems

• exchange with the accounting system
• module for exchanging data with external databases
• periodic data exchange
• triggered data exchange

Operation via browser and iPad

Most of the functionality is also available via the WebAssembly (WASM) browser application and the iPad iOS system application.