Contractor Foreman vs. OpenAir PSA

Contractor Foreman works well for subcontractors and GC’s who don’t have the budget for higher-priced platforms (like Procore) but still need estimating, scheduling, daily logs, change orders, and job costing in one system.
For example, a 10–25 person construction company can replace separate tools (Excel, QuickBooks, text messaging, and whiteboard schedules) with Contractor Foreman and immediately improve organization and accountability.

This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product

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• The service is top notch. You would be hard pressed to find other options with this kind of service.
• The ability to have your project flow through the modules makes it a breeze to use.
• Being able to track time as well is a key feature.

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• Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
• Tasks are easily designed to automate processes in your business workflow.
• OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.

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• Security and sensitive file visibility. Users with no permissions can have access to some hidden files.
• Daily log navigation. Users now need to exit one log entirely to view or check another, resulting in a significant waste of time and reduced efficiency.
• Customization options for reports. No options to set up and automatically send reports by email to specified users.

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• Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
• Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
• During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
• OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.

Broken promises for 3 years. I'm done waiting for basic improvements to bring the app into anything close to an industry standard

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It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.

Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.

OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems

Overall, Contractor Foreman is a great product, and I’m sure we’ve only scratched the surface of everything it has to offer. It can be a little quirky at times, occasionally displaying a 'Bad Gateway' message, but we haven’t experienced any timeout issues in the past few months. As we continue to use it, I’m confident we’ll uncover even more ways to streamline our workflow

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In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.

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Availability was good, FUNCTIONAL availability was more spotty

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The system up time was reliable and that was never anything we ever had any concerns/issues with.

Many times we had issues that turned out to be errors and bugs. At first, we would be told forcefully that there were no bugs, then we would document them, and we would get an acknowledgement but no apology for essentially either gaslighting us or being ignorant of their system

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The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.

Absolutely top notch! They were always there to help and immediately. Very happy with the communication they provided and the knowledge they had of their product. I would venture to say that they are one of the best in terms of support in their space.

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As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.

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Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.

We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them

Implementation was moderately difficult, it's the functionality and execution that are seriously lacking

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It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that

There's just no comparing these two. I'm actually going to suggest we keep CE to my boss, and here's why: Clearestimates is perfect for what I just described. You have a little job that you just BOOM it's done? Put it into Clearestimates. That system does not care at all if you did it "properly." Now Contractor Foreman does so. much. more. than CE. It just does. You can do everything on CF (just not anything haha). Most businesses wouldn't need anything else, but since we're still growing, we do some handyman stuff every now and again that CE is perfect for, and we don't have to go through CF's really picky system to make sure every little tiny thing is correct

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OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.

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We had just 2 users

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Once the system is setup, it's easy to manage and maintain.

• Positive return for invoice/change order tracking
• Great price
• Prior to using Contractor Foreman we had to wait until the end to capture all change orders in one summary. Now, with the client portal, we can capture in real time and the client has visibility.
• We have been trying to reduce administration time in tracking field expenses and with Contractor Foreman our field crew can uplaod reciepts and track expenses right from their mobile phones.
• Punchlist - the punch list and To Do features are so robust we have drastically improved getting punchlists and small tasks completed in single trips without the wasted time and travel of multiple trips due to missed/forgotten items.

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• It covers our requirements for time tracking and project/resource management better than the previous solution we used.
• Project managers are happier having this tool for their job and also because it is running on the cloud as opposed to running on-prem.
• It doesn't help in any way improving the "chasing" of the people that don't submit their time-sheets in time. This one stayed the same as before.

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