Malleo

Additional features

Plan Name Management

Define and manage various home plans.

Phases

Break down construction projects into distinct phases.

Assemblies

Create detailed item lists within each phase.

Items

Maintain a comprehensive database of all materials and labor required for construction.

Cost Code

Link items, activities, and vendors for accurate cost tracking.

Estimate File

Compile collections of assemblies to generate complete house estimates.

Automated Job Estimates

Generate job estimates automatically based on subdivision, plan name, and selected options.

Spec House Creation

Create and manage specifications for model or speculative homes.

Prospect Management

Track and manage prospects through the entire sales cycle.

Lot & Plan Selection

Manage the selection of lots and plan names.

Option & Color Selection

Manage customer selections for options and colors.

Contact Addendum Management

Handle and manage contract addendums.

Contract Management

Load contracts from MS Word, print as PDFs, and electronic signature.

Closing Module

Follow up on sales through the closing process.

Lumber Fill-In

Manage lumber allocation to houses in production.

Vendor Backcharges

Process and manage backcharges to vendors.

Construction Scheduling

Manage construction schedules and stages.

Concrete Log

Maintain a log of concrete pours.

PO/VPO Approval

Approve purchase orders (POs) and vendor purchase orders (VPOs).

Shared Folder Access

Provide access to shared folders containing plans, plats, and other documents.

Option & Color Access

Access customer-selected options and colors.

Online Warranty Cases

Enable homeowners to submit warranty cases online with picture uploads.

Case Assignment

Assign warranty cases to warranty field personnel, builders, or vendors.

2/10 Months List Management

Manage 2-month and 10-month warranty lists.

Work Completion Agreements

Manage agreements for work completion.

Subdivision Feature Folders

Manage and print folders detailing subdivision features.

Email Campaigns

Manage and execute email marketing campaigns.

Website Integration

Integrate available homes with the company website.

BDX File Generation

Generate BDX (Building Data Exchange) files.

REST Server

Provide a REST server (Malleo/R) for API integration.

Supplier/Subcontractor Integration

Enable seamless integration with supplier and subcontractor systems.

Vendor Cost Management

Manage vendor costs by item, division, and subdivision.

Default Vendor Management

Manage default vendors by activity, division, and subdivision.

Estimate File Merging

Merge estimate files with default vendors and their costs.

Budget Creation

Generate budgets from estimate files.

Purchase Order Management

Issue, delete, and clone purchase orders.

Lumber Price Comparison

Compare lumber prices by plan name or sold houses.

Builder Risk Spreadsheet

Create builder risk spreadsheets and issue POs by job.

Specification Level Management

Manage specification levels (trim levels).

Plan Name Base Pricing

Manage plan names offered by subdivision and their base prices.

Option Pricing

Manage options offered by plan name and their prices.

Subdivision Feature Management

Manage features offered by subdivision, both internal and marketing.

Job Address Listing

Provide a list of all subdivisions/job addresses.

PO Status Tracking

Display all POs issued by subdivision/job with their status.

Electronic Invoice Submission

Enable vendors to send POs (invoices) electronically.

PO Approval Process Tracking

Allow vendors to follow the builder's PO approval process.

PO/VPO Request

Allow vendors to request PO's and VPO's.

Inventory & Color Access

Provide access to inventory reports and job color selections.

Payment Reports

Generate payment reports.

EDI Capabilities

Electronic Data Interchange possible on a case by case basis.

Accounting Software Connection

Connect with existing accounting software.

Data Synchronization

Send and receive subdivision/job/cost code data to/from accounting software.

Budget & Invoice Transfer

Send budgets and approved invoices for payment.

Vendor Insurance Tracking

Control vendor insurance expiration.

Job Cost Reports

Generate job cost reports.

Utility Bill OCR

Scan/OCR utility bills into accounts payable (AP).

Lot/Construction Loan Admin

Manage lot and construction loans.

Job Expense Management

Manage check/CC to pay job expenses like permits, fees.

Custom Report Generation

Create custom reports based on specific client needs.

Excel Spreadsheet Integration

Create Excel spreadsheets connected to the database.