Frank test (crow holding's transcript)

The platform features a two-way integration with Yardi where approved invoices and contracts push to Yardi, and budget allocations and payment statuses sync back.

Project-level tools, including draw packages, are included in the standard contract package, while capital planning and third-party BI reporting are available as add-ons.

Daily field reports and associated photos submitted via the mobile app automatically sync to the centralized project page.

Project drives allow customized permission settings to grant third-party consultants direct file upload access.

External parties can submit and respond to RFIs directly through the platform.

Closed RFIs and change orders maintain time-stamped, uneditable audit logs for record-keeping and compliance.

The system automatically extracts data from uploaded AIA and soft-cost PDF invoices using AI to map against scheduled values and flag potential overbillings.

The schedule module supports imports from Primavera P6, Microsoft Project, and Excel to establish baseline dates and track variances.

Tasks and notifications currently operate on a project-by-project basis, with direct email links sent to assigned users.

Frank Campbell will record an 8 to 10 minute video demonstration covering RFI management, change order approval flows, audit trails, and pay app uploads for review by Brad Vandervliet and Travis Conley.

Upon agreement execution, an onboarding kickoff call will be scheduled with the dedicated Customer Success team.