The Problem: Overloaded Teams

Manual payments, tracking, and compliance hurt project delivery (60% of firms face this).

Your Tools, Your Choice

We enhance QuickBooks and Procore or suggest Buildertrend and HubSpot when needed, ensuring budget-friendly results.

Real Estate Operations Checklist

1. Automate Payments

• Tools: QuickBooks or Buildertrend.

• Steps:

  • Set up QuickBooks or Buildertrend.

  • Sync with project data.

  • Process payments weekly.

  • Track delays monthly.

• Impact: Saves 20 hours monthly.

2. Streamline Project Tracking

• Tools: Procore or Buildertrend.

• Steps:

  • Import project data.

  • Create schedules.

  • Update daily.

  • Share with team.

• Impact: Cuts delays by 30%.

3. Boost Client Outreach

• Tools: Your CRM or HubSpot.

• Steps:

  • Segment clients by project type.

  • Send targeted updates.

  • Track open rates and clicks.

  • Adjust campaigns monthly.

• Impact: Increases leads by 20%.

4. Digital Marketing

• Tools: LinkedIn, email platforms.

• Steps:

  • Draft a LinkedIn post highlighting a project.

  • Send an email campaign.

  • Post weekly.

  • Monitor engagement.

• Impact: Boosts trust by 25%.

5. Verify Compliance

• Tools: Your compliance records or PlanGrid.

• Steps:

  • Review OSHA status.

  • Document processes.

  • Check annually.

  • Train staff.

• Impact: Prevents $15,000 fines.