When handling multiple projects or even a single project with many moving parts, small oversights can snowball into significant problems. For example, if your team communicates across different messaging platforms, crucial information may get lost. Similarly, keeping track of the various financial aspects of your business can be overwhelming without manually pulling reports for each project and category. That’s why Houzz Pro has introduced four powerful new tools to help streamline your workflow.
Here’s a breakdown of these new features:
1. Team Chat
Communicate and share project-related files with your team in real time using this instant messaging feature within Houzz Pro. Whether your team members are on the job site or at the office, Team Chat makes information sharing faster and more efficient. Everything stays organised in one place, eliminating the need to use multiple platforms.
“Educating your team and clients to use a central platform frees you up to focus on what you do best,” says Luke Thomas, CEO of H&L Design and Build. “Whether it’s sales, estimating, or working with the field crew, Houzz Pro eliminates the need for constant communication workarounds, allowing the business to grow faster.”
Webinar to watch: Building Success Together: Best Practices for Teams
2. Budget Management
Managing your budget is a key part of managing your business. The Houzz Pro Budget Management feature makes it easy to track your project’s estimated costs versus your actual costs. You can keep track of every penny spent and see your cost variance at a glance, then export that info for your (and your client’s) records. It ensures you stay on track financially as your project progresses.
Combined with Houzz Pro’s financial reports, the Budget Management feature helps you stay on top of your business’s financial health. “Houzz Pro’s financial reports have been invaluable for business analytics,” says interior designer Christina Couvillon. “We can track client retainers and evaluate project efficiency, helping us improve our ROI.”
Tutorials to watch:
3. Bid Management
There's a better way to get bids. With Houzz Pro's Bid Management software, creating bid packages, sending them to subcontractors, and managing it all is simple. The secret? A bid-tracking dashboard with a built-in bid request form.
- Create and send bid requests: Email detailed bid packages to multiple subcontractors at once.
- Get instant updates: See bids requested and received in one place and compare costs at a glance.
- Award bids: Compare packages and give the job to your preferred subcontractor with the push of a button.
Our bid tracking software streamlines every step from requesting to awarding in one place. No more sorting through scattered emails and files that look nothing alike. Whatever type of work you need, destress the process with Bid Management software that puts all your invited subcontractors, due dates, quotes, and more in one tidy dashboard.
Tutorial to watch: Bid Management in Houzz Pro
4. Contracts
Stop wasting time customising individual contracts for each client. Houzz Pro’s new contract tool offers smart text that lets you input information once and reuse it for future clients. Pre-built industry-standard templates save time, while a dedicated area stores all your contracts securely and tracks activity, including client signatures.
Collecting and tracking client signatures is now easier than ever. The new e-signature feature allows multiple signatures and automatically sends the signed contract to you, any admin, and the client. A PDF copy is also saved in the project’s files for easy access, helping keep everything organised.
Related read: How to Create Contracts in Houzz Pro
These new tools are fully integrated into Houzz Pro, allowing professionals to manage their entire project lifecycle in one platform – covering Estimates, Takeoffs, 3D Floor Plans, Invoicing & Payments and more. Sign up at houzz.ie/pro.
