Featuring comprehensive job and service estimating, CRM pipeline workflows that convert won deals to projects, field mobility and more.
Built on the Microsoft Power Platform
The Power Platform is the most secure, scalable and customizable platform that is industry recognized as the leading low-cost, low-code development platform featuring integrations into the entire Microsoft ecosystem - PowerBI, Power Apps, Power Automate, Power Virtual Agents, Power Portals, Dataverse, Copilot, Office 365, Teams, SharePoint, PowerBI
Out-of-the-Box Integrations
Integrated to leading ERP financials: Dynamics 365 Business Central, Dynamics GP and QuickBooks Online
Plaid credit card integration for expense management
Microsoft Teams and SharePoint automated document management integrations
The WennSoft Difference
Over 500+ customers ranging from SMB to enterprise run their business on the leading job cost and field service platform - Signature built for Dynamics GP. The WennSoft ProjectStream 365 strategic partnership is poised to deliver new breakthrough features and enhancements along with accelerating deployments with professional services best practices and implementation services based on our 20+ legacy in servicing and partnering with many of the largest commercial contractors.
Project Sales | Job Costing | Project Management | Field Service
Experience the ProjectStream365 Difference | Request a demo >
Project Sales reduces the probability of lost opportunities with streamlined sales CRM process flows that conveniently convert won opportunities to projects to begin generating revenue.
Core Features:
Project lead management
Workflow driven activities and emails
Bid calendar
Project & service estimating with digital takeoff integration
Vendor RFQs
Professional bid proposals
Project Management prevents being upside down on unprofitable projects by accurately defining the project scope with comprehensive job costing to achieve project margin objectives.
Core Features:
Gantt chart / WBS project planning
Resource requirements planning
Submittal tracking
Change order management
Project action/issue tracking
Automated project status reporting
Service and Inventory Management streamlines inefficiencies in historically disjointed processes with an efficient process flow that keep your operations running at peak performance.
Core Features:
Service agreements / estimating
Service work orders / inventory
Service purchasing / billing
Integrated purchasing to inventory
Multi-location inventory tracking
Inventory transfers and adjustments
Unified Resource Scheduler makes sure you dispatch the right resources at the right time with all the job related details for technicians to effectively complete the job on-time and on-budget.
Core Features:
Drag and drop resource scheduling
Optimize resources scheduling based on job and tasks
Assign project actions along with issue tracking
Automated project status reporting
Change order management
Integrated with Project Mobile
Field Mobility addresses one of the primary reasons for project delays and overages - incomplete information. Get real time project updates to keep the field and back office synchronized.
Core Features:
View appointments and project details
Track and complete project tasks
Mobile inventory transactions
Clock in/out with Project Time capabilities
Manage expenses with Plaid credit card integration
Time and expense integrated to back office financials
Purchasing and Billing are key to optimize working capital to prevent negative cash flows. Automating complicated billing processes and purchase planning to improve working capital ratios.
Core Features:
Automatic PO generation
Purchase to project or inventory
Purchase requirements planning
Cycle / batch billing processes
Fix price / T&M | retainer billing
AIA billing / Payment applications
PowerBI Dashboards | Automated Document Management
* Gartner's highest-rated business intelligence platform
* Access documents from Project Mobile and web app
Isn’t it time to see ProjectStream 365?
The best ideas come from our customers.
2023 Delivered Three Key Customer Requested Integrations
Plaid credit card integration to streamline expenses
ProEst and Bluebeam integrations for digital takeoffs
Teams and SharePoint integrations to automate document management
WennSoft Product Ideas Portal
The real problem solvers are our customers. That’s why we crowdsource their ideas to understand the most pressing business impacting issues to work on next.
WennSoft Implementation Services
They key to any successful implementation is faster time to value for our customers. The WennSoft consulting team expertise goes beyond technology with their in-depth understanding of the unique field service and accounting requirements in the field service and construction industry.
Don’t settle for generic job costing, project management and field service.
Experience ProjectStream 365 — the only job costing, project management and field service offering purpose built for skilled trade professionals.
Let’s get started!
