Buyer scorecard for construction

Bring this to your next construction software demo

A two-page scorecard. Nine things to ask the seller to show you, on one of your own jobs.

The superintendent says the work is complete. The office screen says it is not. A new platform will not fix that unless it can follow a real job from the quote to the closed-job record.

This scorecard gives you the nine questions, what a good answer looks like, the red flag for each, and a simple score.

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Print it and write on it

Two pages. Room to score each answer while the seller is still talking.

Use one live job

Pick a job with a quote, orders, field updates, and a change order. Not sample data.

Compare sellers side by side

The same nine questions and the same score for every seller, including us.

What is on it

Score what they show you, not what they say

Every demo works. The Wi-Fi is fast and the sample data is clean. The real test is one of your jobs. Each question gets a 2 if they showed it on a real job, a 1 if it took a workaround, and a 0 if they could not show it.

Want the reasoning behind each question? Read the full checklist

Three of the nine

  1. 1

    One job from approved quote through purchasing, field progress, job cost, billing, and closeout.

    A good answer: The job keeps one number the whole way.

    Red flag: People match records by customer name, address, or memory.

  2. 2

    What changed in the field today, and when the office sees it.

    A good answer: The office sees it without a call.

    Red flag: Information only moves one way.

  3. 3

    One change order with its owner, approval, and next step.

    A good answer: Every stage has a person attached.

    Red flag: "Pending" with no name on it.

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