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  • Reach all documents from a single list
  • Filter list to document types
  • Special board for tracking submittals
  • Create and track change orders

Job Costing

Document Control

Document Control Built In Correspondence Log
You can create and view all of your documents at once or filter to see specific types such as Request for Information, Change Orders, Transmittals or Submittals. The color coded “status” icons tell you which ones need attention.

Document Control Center
The document control center brings all of your job documents together into one location. Your entire job shows up before your eyes:

  • Correspondence Log - Drill down to see any message sent.
  • Submittal Log - Track submittals from start to finish.
  • Request Change Orders - Creates and tracks change orders.
  • Summarize only past due documents
  • Word Templates
    Microsoft™ Word Templates drive most of the documents you’ll create - POs, Invoices, RFIs, Change Orders, etc. You can easily modify the Word templates to add your logo or special wording.

    Change Orders
    Start with a request for change from your subcontractor or vendor, submit the change to the owner/architect and turn it into an approved Change Order when the approval is received. The color coded flags remind you of delinquent documents.

    Submittal Tracker
    Track your Submittals with a special progress board that shows you the status of the many Submittals required for a job, including dates due and red flags for delinquent Submittals needing your attention. You can create and email/print requests for information with cover letters from within the system.

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