top of page

Installation

Project tracking and device takeoff in YourPM

Every install, structured from day one

The moment you win a bid, YourPM builds the project for you — folders, budget, schedule of values, and tasks, all created automatically. From the bill of materials to the last delivery, every part of the job lives in one place, with real-time budget-versus-actual so you always know where the money stands.

Projects that build themselves

Win a bid and the project is created automatically — pre-configured folders, budget, SOV, and tasks, with no setup.

Track total hours, remaining hours, contract value, budget, remaining budget, and % complete at a glance.

Active and closed projects, searchable by name, address, client, or project manager.

BOM to procurement, end to end

Upload any bill of materials — AI extracts every line item automatically.

Send RFPs to your suppliers and receive pricing right back on the BOM.

Track every purchase order and delivery, with packing-slip AI updating received quantities for you.

Nobody guessing what was ordered or when it lands.

Schedule of Values and real-time budget

Your SOV and budget update as the job moves — forecast versus actual, always current.

Costs from the field — daily reports and receipts — post straight to the budget.

See margin erosion before it becomes a loss.

RFIs, submittals, and documents

RFI log with automated reminders, so nothing stalls waiting on an answer.

Submittals and close-out documents organized per project.

A per-project email hub keeps every message attached to the job.

Because Installation is part of the YourPM ERP, the estimate that won the job, the crews in the field, the service that follows, and the invoice at the end are all the same connected record. One project, one source of truth, start to finish.

bottom of page