Full Construction Management Suite
Role-aware tools for general contractors, subcontractors, and owner-builders working on U.S. construction projects.
Project Setup
AI Contract Intake
- ✓Use supported contract documents to identify scope, value, dates and other project setup inputs for review
- ✓Prepare project, client and draft estimate information for review
- ✓Surface retainage, payment terms and milestone information for review
- ✓Flags missing data and low-confidence fields for review
- ✓Reduce repetitive project-setup entry while keeping the user in control
AI Schedule Builder
- ✓Upload architectural, structural, or MEP plans and AI generates a preliminary Gantt schedule
- ✓Identifies trades, phases, and logical sequencing from drawings
- ✓Editable phase-by-phase with drag-and-drop adjustments
- ✓Connect schedule phases with SOV and billing context
- ✓Export or share schedule with clients through the portal
Scheduling
Phase-Based Gantt Schedule
- ✓Visual Gantt timeline with color-coded trades
- ✓Baseline vs. actual tracking with schedule health indicators
- ✓Milestone tracking with client notification options
- ✓Connect schedule phases with billing context and review points
- ✓AI-generated or fully manual — your choice
Billing
Schedule of Values & Progress Billing
- ✓AIA-formatted Schedule of Values tied to your estimate
- ✓Per-line-item percent complete tracking per billing period
- ✓Retainage calculation and tracking across all invoices
- ✓Keep balance-to-finish calculations connected to the billing record
- ✓Full billing history per project with period breakdowns
AIA G702/G703 Invoicing
- ✓Industry-standard AIA application format — G702 cover + G703 continuation sheet
- ✓One-click progress invoice generation from SOV
- ✓Send via email with direct payment link
- ✓Keep payment and collection context connected to project billing
- ✓Support connected QuickBooks workflows for project financial records
Legal & Compliance
Digital Lien Waivers
- ✓Organize conditional and unconditional waiver workflows around payment status
- ✓Digital signature capture — no printing required
- ✓Audit trail with timestamp, IP, and signature data
- ✓Organize lien-waiver workflows and project records by applicable U.S. project requirements
- ✓Stored and organized in the project document library
Change Order Management
- ✓Create detailed change orders with labor, material, and equipment line items
- ✓Apply configured overhead and profit markup consistently
- ✓Send to client for digital signature — mobile friendly
- ✓Client portal approval with e-signature capture
- ✓Carry approved change information into the project financial workflow
Client Portal
Owner-Facing Client Portal
- ✓Token-based secure access — no login or app download required
- ✓Share selected project progress, schedule information and photos
- ✓View and approve invoices and change orders digitally
- ✓Threaded messaging with the project manager
- ✓PM controls visibility of each tab and financial details
Closeout
Project Closeout Package
- ✓Use a closeout checklist to organize completion requirements
- ✓Track punch list, as-builts, O&Ms, and certificates in one place
- ✓Warranty tracking per trade with expiration alerts
- ✓Final job cost report with gross margin and profitability
- ✓Formal project lock with digital sign-off workflow