CoConstruct

Discovery and Planning

- Days 1-3: The process begins with a discovery call where the dedicated account manager connects with the user to establish goals, create a success plan, and set immediate action items.

Onboarding and Data Transfer

- Days 3-7: Users attend their first onboarding session. Meanwhile, data entry specialists format and upload existing templates, customer contacts, trade partners, and accounting codes.

Implementation and Training

- Days 7-30: With the success plan in place, the account manager establishes a cadence of weekly training. Users are directed to learning resources in the Buildertrend Learning Academy, educational webinars, and the Help Center to complement live trainings.

Expansion and Skill Development

- Days 30-91: The team starts to implement Buildertrend procedures and features. Users continue their education through Buildertrend Learning Academy, weekly webinars, and more. All future projects will now be run through Buildertrend, but access to past and current CoConstruct projects remains indefinitely.

Ongoing Support and Training

- CoConstruct provides ongoing support and training, including access to over 300 articles, blogs, and webinars in their Resource Center.

- Customized training sessions with industry best practices are available to help users get the most out of the software.

- Users can also work with a CoConstruct Certified Partner for specialized training in various functions of the software.

Integration with Other Tools

- CoConstruct integrates with QuickBooks Desktop using a tool called the Web Connector, which needs to be configured to sync information regularly.

- The integration with magicplan allows builders to send measurements to CoConstruct and use these data points for estimating.

Additional Resources

- CoConstruct offers a setup guide, webinars, and a Resource Center to help users configure the software and learn best practices.

- Users can also attend CoCamp, a two-day conference at Buildertrend Headquarters, for tailored training.

1. Team Permissions and Access: CoConstruct allows customization of team permissions and access based on roles. This includes setting which projects team members can view and what actions they can perform within the platform.

2. Custom Branding: Users can customize the software with their own logo and color scheme under the settings menu, enhancing the personalization of the platform.

3. Customizable Time Clock Activities: The time clock activities and types in CoConstruct can be fully customized to align with a company's specific accounting codes and operational needs.

4. Customizable Selections and Specifications: The software provides flexibility in managing selections and specifications, allowing users to create and edit categories, lock selection items, and link selections to project schedules.

5. Customizable Proposals: CoConstruct's construction proposal software features allow users to automatically generate proposals, customize documents, and update numbers confidently. This includes choosing the level of detail and pricing information to present to clients.

6. Customizable File and Photo Management: Users can label and organize files and photos uploaded to CoConstruct, making it easier to navigate through project documentation.

7. Customizable Warranty Management: The warranty management feature in CoConstruct is customizable, allowing users to track and manage warranty requests with options for detailed descriptions, assignees, due dates, and file attachments.

8. Integration with Other Apps: CoConstruct integrates with various applications such as QuickBooks, Google Calendar, and more, which can be tailored to enhance workflow and data synchronization.

9. Customizable Accounting Integration: The construction accounting software integration feature allows for robust customization, including pushing and pulling key information from QuickBooks to streamline financial management without overhauling existing processes.

1. Setup Fees: During the promotional period, users will have to pay a fee for data import services. However, this fee is included when the promotion ends.

2. Maintenance: There is no explicit mention of separate maintenance fees in the provided search results. Typically, maintenance costs are included in the subscription fee for SaaS products like CoConstruct.

3. Support Charges: CoConstruct offers support options such as phone support, email/help desk, chat, and access to a knowledge base and FAQs/forums. These support services are included in the monthly subscription cost, and there is no indication of additional charges for support.

4. Transaction Fees: For electronic payments, CoConstruct charges fees for ACH bank transfers and credit card transactions on client invoices. ACH bank transfers have a fee of 0.50% with a minimum of $1.99 and a maximum of $15.00. Credit card transactions incur a fee of 2.95% plus $0.30 per transaction.

5. Annual Costs: One user mentioned spending over $5,000 annually on CoConstruct, which includes the monthly service fee and the per-project cost of active projects.

1. 1:1 Implementation: Included in all plans, this service involves meetings with an expert to customize the initial software experience, addressing major pain points with a personalized learning plan.

2. Webinars: CoConstruct hosts various webinars that cover different aspects of the software, such as getting started with specs and selections, scheduling, and creating proposals. These webinars are designed to help new users understand and integrate CoConstruct's features into their workflows.

3. CoCamp: This is a two-day conference for CoConstruct customers, focusing on efficient template creation, budgeting, bidding, managing to-dos, and communication within CoConstruct. It is suitable for both new and veteran users.

4. Professional Services: CoConstruct offers step-by-step guides, videos, and expert software training sessions. These services are tailored to general or role-specific needs and include business reviews to develop a success plan within the software.

5. Support Options: The support team is available via phone, email, and chat from Monday through Friday. They provide real-time assistance, troubleshooting, and customized training sessions with industry best practices.

6. Resource Center: Users have access to over 300 articles, blogs, and webinars in the Resource Center, which provides information on the product and residential construction industry.

7. Help Center and Community: All plans provide access to self-service resources in the Help Center and CoConstruct Community, where users can connect with other users, ask questions, and learn best practices.

8. Onboarding Support: Dedicated implementation and onboarding support are included in all plans, helping new users set up and start using the software effectively.

1. Data Protection and Security Measures: CoConstruct implements industry-standard administrative, organizational, and technical safeguards designed for the protection, confidentiality, and integrity of customer data. These measures include preventing unauthorized access, use, modification, deletion, and disclosure of customer data by CoConstruct’s personnel.

2. Data Encryption: The data is encrypted in transit, ensuring that it is secure when being transmitted to and from the software.

3. Compliance with GDPR: For customers in the European Union and United Kingdom, CoConstruct complies with the General Data Protection Regulation (GDPR), which includes various data protection protocols to ensure the security and privacy of user data.

4. No Data Shared with Third Parties: CoConstruct does not share data with third parties, which helps in maintaining the privacy and security of user information.

5. Secure Payment Processing: In terms of financial transactions, CoConstruct ensures that no credit card or bank information is stored, aligning with compliance requirements for data security.

CoConstruct releases updates periodically, and they are managed in a way that ensures users are informed and can adapt to changes effectively. The updates can be cleared quickly for each project by visiting the “Summary Report” for the project instead of navigating to each page. This approach helps in managing updates efficiently and ensures that all necessary changes or interactions are addressed promptly by the designated "update clearer" or "GATE KEEPER" of the project. This role is crucial as it ensures that one person is responsible for overseeing and clearing updates, maintaining oversight and control over the project's progress and changes.

1. License to Use Customer Data: CoConstruct is granted a perpetual, worldwide, non-exclusive, irrevocable royalty-free license to use customer data for various purposes, including maintaining and improving the service, addressing technical or security issues, investigating compliance with the agreement, developing new products and services, and any other purpose permitted by the Privacy Policy. This license allows CoConstruct to use, combine, match with other data, manipulate, analyze, modify, host, copy, access, process, transmit, sell, license, sublicense, and display customer data.

2. Export of Customer Data: Customers can export their data during the subscription term and for one year following the expiration or termination of the subscription term. The means of export provided by CoConstruct include a separately hosted account on a private server (subject to hosting fees and support service fees) or an excel-based export of all relevant customer data. One year after the subscription term ends, CoConstruct will delete the customer data submitted through the service, and it will no longer be available to the customer.

3. Data Portability Compliance: For customers in the European Union and United Kingdom, CoConstruct complies with the General Data Protection Regulation (GDPR), which includes data portability compliance. This means that CoConstruct ensures that customers can download data from any project by heading to Settings > Account and selecting "Download Project Data".

4. Data Ownership: While CoConstruct's policy does not explicitly define "data ownership," it does provide customers with the ability to manage and export their data, which is a key aspect of data portability. The policy also ensures that CoConstruct can use the data for service improvement and other purposes as outlined in their terms of service.

1. Pricing Plans: CoConstruct offers different pricing plans, which could potentially allow a company to scale up by choosing a more feature-rich plan or scale down to a more basic plan as needed. The plans mentioned include Essential at $99 per month, Advanced at $399 per month, and Complete at $699 per month, with discounts available for annual billing.

2. Customization: The software is described as highly configurable, suggesting that it can be tailored to the size and complexity of the projects a company is managing at any given time.

3. Unlimited Projects: Since being acquired by Buildertrend, CoConstruct’s pricing model has shifted from being based on the number of projects included to providing unlimited projects. This change could facilitate scaling up as a company takes on more projects without worrying about additional per-project fees.

4. Cloud-Based: As a cloud-hosted system, CoConstruct does not require users to manage maintenance or updates, which could reduce the overhead associated with scaling up or down.

5. Integration: CoConstruct integrates with other software like QuickBooks and Xero, which may help companies scale their operations without needing to change their financial management tools.

6. Mobile App: The availability of a mobile app for both iOS and Android can support scaling, as it allows team members to stay connected and manage tasks regardless of the size of the team or the number of projects.

Contract Renewal

1. Auto-Renewal: CoConstruct subscriptions automatically renew for the same term as the initial subscription unless the customer cancels prior to the renewal date. This applies to both annual and monthly subscription terms.

2. Notification: For annual subscriptions, CoConstruct endeavors to notify customers by email at least thirty (30) days prior to the expiration of the subscription term to remind them of the upcoming renewal.

3. Pricing at Renewal: Upon renewal, customers are charged the then-current subscription fee. If there have been any changes to the subscription plan or service level, the new charges will apply.

Cancellation

1. Cancellation Process: Customers must cancel their subscription prior to the renewal date to avoid being charged for the next term. Cancellation requests must be submitted in writing either by emailing the customer's customer success representative or [email protected].

2. Effective Date of Cancellation: The subscription will terminate on the next applicable renewal date following the cancellation request. This means the service will be available until the current term's end.

3. No Refunds: If a customer cancels their subscription during the subscription term, they will not receive a refund for any subscription fees already paid.

4. Cancellation Confirmation: A cancellation is not considered effective until it has been confirmed via email by a CoConstruct representative.

5. Cancellation Request Sources: Cancellation requests must come from the customer or an administrator on the customer’s account. Requests from other parties will not be recognized.

1. General Data Protection Regulation (GDPR): For customers in the European Union and United Kingdom, CoConstruct complies with GDPR legislation, ensuring the protection of personal data and privacy.

2. Payment Card Industry Data Security Standards (PCI DSS): CoConstruct has partnered with Stripe for managing payments, and Stripe handles the storage and protection of all bank and credit card information in compliance with PCI DSS. Stripe has achieved PCI Level 1 Service Provider certification, the highest level of certification available in the payment industry.