Roots software


20 reviews(4.5/5)
20 reviews(4.5/5)

Roots is a cloud-based construction management solution designed for general contractors, government contractors and subcontractors of all sizes. It helps in estimating and work procurement, project management, accounting, progress analytics and business management.

Its built-in CRM and lead management systems allow contractors to manage their work procurement pipeline, create and send bids and share estimates with crew members. Project managers can have visibility on current projects and daily allocations.

Roots' budgeting feature allows contractors to forecast expenses and record financial transactions. It also integrates with various third-party accounting systems to record and report financial activities in industry-defined standards. Some of the pre-built reporting templates include 1099 tracking, AIA billing, labor reporting, insurance and sub-compliance reporting.

Roots is priced on an annual subscription fee based on business revenue along with a one-time setup fee.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic)

20 Reviews of Roots

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  • Kourtney from Bristlecone Construction

    May 2018

    I've been using Roots for a few years and the accounting module for a few months.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Eliminates duplicate entry between multiple systems. Helps save a great deal of time and completely eliminates the possibility of data entry errors. Roots assists in organization, as files are stored within the applicable tabs. My favorite part is the paperless AP module - this allows me to hold people accountable for approvals and quantify unapproved invoices.

    Cons

    That I have to use a separate accounting software for certain tasks. It will be great when Roots can manage all areas of a project.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Brady from Bristlecone Construction

    May 2018

    I have had a few months of experience with Roots. It seems to be a promising software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The project management side of the software is awesome! The document control works fairly well for the most part. it is a bit annoying that making edits or deleting items is not something that I can do. Overall the software is awesome and easy to use.

    Pros

    I enjoy that the software is trying to incorporate every aspect needed to complete a construction project. The Cost Control tab is probably the best part of the software currently to me. It is easy to browse and navigate when you are looking for what sub has been paid for what work and what billings they have been paid/not paid for. The project health meters are also a pretty interesting concept that gives a high level overview of where the project stands. I enjoy being able to invite subcontractors to use the same space for our project management, however it makes it tedious when our subcontractor does not want to get to know the software or is confused on how to answer an RFI on it. Overall I enjoy the software but will be more invested in it when it improves over the next couple of years.

    Cons

    The part I dislike the most is that we do not have it set up for preconstruction services. This would be amazing and would be one of if not the strongest component of the Roots Software. Currently working in estimating there are so many different avenues and forms we use based on who is working with the project. Having templates and one place where everyone could collaborate would be amazing and save a lot of headaches for the teams. It would also help the transition between precon and project management. I would love to see at least a preliminary version be issued here for use in the near future. Sometimes it seems like Roots slows down my computer or certain days Roots is a real struggle to stay loaded or not crash on me. Although I do believe the Roots team is aware of some of these issues throughout the system. Overall I do enjoy the software but it could use some great quality of life improvements to enhance to flow and ingenuity of the system to a newbie (albeit I found it pretty easy).

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • ROBERT from Bristlecon Construction

    May 2018

    Great for managing time of everyone that is working on a project and also tracking cost

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The software is user friendly and easy to use. It tracks hours and cost of every job. I am very pleased with the product

    Cons

    There has been times where I have gotten errors but has been resolved fairly quickly. Still a great product.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • David from Bristlecone Construction

    Number of employees: 51-200 employees

    May 2018

    Easy to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The software allows me to keep track of what I have sent out to subs, such as schedules, RFI's, submittals, etc, allowing me to know if there is anything outstanding I need to push on for my procurement.

    Cons

    I would like to have the ability to have daily log open all day making notes as the day progresses and not loose the info.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Roots is extremely user friendly and allows our company to view project health from a high level.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Real-time cost control is a measurable benefit to our project teams that allows them to accurately forecast upcoming cost and allocate invoices in real time. This keeps our subcontractors happy as we always know who is owed and when. It also allows us to manage our accounts receivable and owner payment application process with limited rework and clear communication.

    Cons

    Some of the features of the software are still in development but I have always had success with the customer service folks in getting help quickly

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Austin from Bristlecone Construction

    May 2018

    Been good for the most part, with minor hiccups here and there.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use, and a comfortable user interface. Nice to have all forms in a single place, as well as team members etc. Being able to see trackability as far as days behind, budget, etc is a great tool as well.

    Cons

    When filling out Daily Logs, sometimes internet will cut out and I'll lose all of my info if I don't copy ahead of saving. Same thing goes for manpower as it's in the same form. Would be nice to have a sort by feature in some points EG: team members (search by company/name/etc...)

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Otto from Bristlecone Construction

    May 2018

    The Roots software system is amazingly easy to learn and makes day to day operation so much easier.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The RFI log is a complete must! tracking has never been so easy to do before this. It is a effortless process now to check all RFI's that are very easily generated now with this system.

    Cons

    It took me a couple trys to figure out how to operate through all the options available. Once I got to spend a little time running through it was much easier to figure out and understand how the system operates.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joshua from Bristlecone Construction

    Number of employees: 51-200 employees

    May 2018

    Project Manager

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that I can create/track submittals, RFI's and input daily logs on ONE program! This helps eliminate the clutter on my desktop and minimizes folders used.

    Cons

    The occasional "glitch". Also, it would be great if approved invoices reflected in "cost control" in a more timely manner. Right now, it is about a two week lead.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nichoas from Bristlecone Construction.

    May 2018

    User Friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Increased efficiency

    Pros

    Ease of use. AP process is very helpful. Free's up more time for PM to focus on their projects and less time coding invoices.

    Cons

    At first, system didn't all credits to the AP module. This has since changed and i snow very helpful. AR module is becoming more efficient with controls procedures in place.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Cody from Bristlecone Construction Corp.

    May 2018

    Submittals and RFI's do not get sent to the people that are copied to receive submittal's and RFI's

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to navigate and find the info I need. Easy to add personnel to job files, easy to update contact info.

    Cons

    Functionality of the Submittal and RFI process. the RFI's and submittals do not get sent out. Have to manually send through an email attachment from original sender.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Zach from Bristlecone Construction

    May 2018

    Easy to use and everything in one system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Insight across the whole business.

    Pros

    I like that it incorporates what is otherwise a lot of different software in one easy to use web based system.

    Cons

    The document control module is not as extensive as some others and it would be nice if it had auto-read features.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lee from Bristlecone Construction

    Number of employees: 51-200 employees

    May 2018

    Roots makes project management simple!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Document control is easy with Roots - tracking RFI's, submittals, JHA's, daily logs etc is very intuitive. There are good visual representations of where your project stands throughout, which is helpful when giving a brief overview of the project to a client/architect/project team/etc.

    Everything you need to know about the project is in one spot and the information is easily accessible. It is also web-based which adds another level of accessibility. It is perfect for when I need to check something and don't have my work computer in front of me - If I get a call in the field and need to reference an RFI/submittal I still can from my phone.

    Cons

    Navigating from a phone is clunky but unrestricted - nothing takes more time than it would to view from a laptop once you're used to it.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Daniel from Bristlecone Construction Corp.

    May 2018

    User friendly and a great tool for Construction Processes.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Benefits the projects schedule, budget, and processes.

    Pros

    The things I like the most about this software are the Submittal, RFI, and Change Estimate Processes. Roots Software is also very beneficial to our preconstruction departments in order to help get jobs set up correctly and efficiently.

    Cons

    There are only a few Items that I have had issues with, the main issues I have had are with adding team members to a project. It seems as if it may be an admin issue or just too many obstacles in the way.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jon from Bristlecone Construction

    May 2018

    My jobs are more organized and perform better since I started using Roots.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Real time accounting accessible to the project team to help make decisions and prevent surprises is a game changer.

    Cons

    New features have been slow to roll out, but have been worth the wait once the do arrive. Looking forward to more features.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Josh from Bristlecone construction

    May 2018

    Roots has made document management a breeze for my projects

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It's nice to be able to look at cost codes and see exactly what came out, the graphs that give you a visual as far as cost, schedule and labor procurement are unbeatable

    Cons

    Since there is so much information processed if your internet is slow roots crashes but the nice thing is I've never lost any data or anything even with a crash in the middle of doing something

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Paul from Bristlecone Construction

    May 2018

    Great program to help with document control/billing for General Contractors.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Roots logs everything. For example in the submittals and RFI tab it shows everybody that you distributed the documents to. Roots also tracks timeframe which is helpful for procurement and deliveries.

    Cons

    Navigating the submittals page. Every time that you go to organize the submittals by lets say spec # it resents so you have to go by the submittal # which makes it difficult to organize.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Zack from Bristlecone Construction

    May 2018

    Great everyday software to help keep the job running smoothly.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It helps me manage and stay organized on my jobs. With Roots, I can see a snapshot of production, submittals, schedule, and much more.

    Pros

    1) All of the different aspects of construction that the software can keep track of.
    2) Very easy to contact Roots when I need help.

    Cons

    Occasionally it takes a little bit longer to load the Labor Reporting page. However, this issue has only happened a couple of times.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Zach from Bristlecone Construction

    May 2018

    Like a freshly greased ball bearing; smooth, effortless and satisfying.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Its diverse function-ability which encompasses all aspects of a typical construction project in one sole system. This allows myself and my teammates to spend more time in the field making a difference instead of wasting hours at the keyboard trying to organize 15 spreadsheets.

    Cons

    The submittal process could be shortened; however, it ensures you are incorporating the correct information at each stage. It's a catch 22, but I can certainly live with it.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Alex from Bristlecone Construction Corp.

    May 2018

    Very positive and exciting watching the software grow from where it has gotten too.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The RFI, submittal and CE processes are very easy to use and track. The reports are clean and easy to show to owners.

    Cons

    Not being able to pull AP reports. It would be great to see reports showing who has been paid and the amounts.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Beau from BC Construction

    Specialty: General contractor

    Number of employees: 51-200 employees

    January 2018

    President

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love how everything is located in one system instead of trying to integrate so many multiple softwares.

    Cons

    There are some features that are only on a limited release, but it still has more features than any other system I know of.

    This review was submitted organically. No incentive was offered
    Review Source
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