All-in-One Project Management Software Built for Custom Home Builders

123worx brings together the functions of scheduling, budgeting, document management, as well as communication for the residential builder. Below is a list of its operations for each step of a custom home development.

1. Pre-Construction & Client Approval

• Store client preferences, drawings, and scope within a single project file.
• Assign or link estimates, whether from 123Worx or imported, to a temporary budget.
• Use Client Portals to offer choices & obtain approvals.

Benefit: Quick and clearer buy-in from customers and fewer scope surprises.

2. Detailed Scheduling & Resource Planning

• Create multiple phase schedules (site prep, foundation, exterior shell, MEP, finish).
• Assign tasks to subs, establish task dependencies, and assign crews and equipment.
• Employ the use of Gantt views as well as calendar synchronization.

Benefit: Fewer delays and better subcontractor coordination.

3. Budgeting, Forecasting & Job Costing

• Convert approved estimates to budgets, where costs can be tracked for committed costs such as POs, subs, & material orders.
• Record actual costs from invoices and timesheets to provide real-time margins.
• Use “what if” analyses for potential shifts in supply requirements or pricing.

Benefit: Protect margins and pick up variances early.

4. Change Orders & Client Approvals

• Use automated cost impact and schedule changes to create change orders.
• Route the changes to the client through the portal; digitize approvals or signatures.
• Automatically replicate budgets and schedules for approval.

Benefit: Control scope creep and make profits from changes.

{Read top 10 budgeting software for builders to confirm how 123worx is best for you.}

5. Document & Drawing Management

• Drawing repository with versioning, where all members of the team can access the latest set.
• Add submittals, warranties, permits, and specs to appropriate tasks or phases.
• Mobile access to review plans and post photos.

Benefit: Fewer errors from obsolete drawings; improved decisions made on-site.

6. Field Collaboration & Daily Reporting

• Field teams provide updated task status, maintain a daily log, and share progress photos.
• Managers can monitor sites in real-time and address issues promptly.
• Punch lists made on-site are synchronized directly to the project plan.

Benefit: Enhanced accountability and punch list closure.

7. Supplier & Subcontractor Coordination

• Create and monitor purchase orders through the project.
• Share schedules & scope through role-based access.
• RFIs and submittals can be traced electronically for efficient vendor response.

Benefit: Improved procurement speed and reduced supply chain delays.

8. Handover & Warranty Tracking

• Gather O&M manuals, warranties, and final inspection lists to assemble a handover package.
• Handle post-service warranty requests and address them through a ticketing system.

Benefit: Improved customer experience and reduced warranty liability.