01

Project Directory

Your Organized List of Every Project Participant

Maintain a complete, up-to-date roster of everyone involved in your project owners, architects, engineers, subcontractors, consultants, inspectors, and other key stakeholders. Keep contact details, roles, and responsibilities in one place so your team always knows who’s who and how to reach them.

Key Benefits

  • Centralized participant information

  • Clear roles and responsibilities

  • Faster communication

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02

Schedule of Values

Pay for Performance

Link payments directly to verified progress and completed milestones. Ensure owners, contractors, and project teams share a transparent, fair, and accountable billing process that reflects real work performed—not assumptions.

Key Benefits

  • Progress-based billing

  • Accurate invoicing and payments

  • Better cash-flow control

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03

PM Work Report

Time Tracking for Project Managers

Record and report the real hours your team spends on each task and project phase. Provide clients with clear, defensible time documentation that substantiates every invoice and reinforces trust in your billing process.

Key Benefits

  • Verified time records Capture actual hours worked for transparent, defensible billing

  • Accurate client invoicing Align billed time with documented project activity

  • Improved accountability Show clients exactly where time and effort were invested

  • Document Actual Time Spent to Support Accurate Client Billing

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04

Work Report

Document Daily Site Conditions with Accuracy and Accountability

Designed for use by any party conducting a review or inspection of the project site. Its primary purpose is to record observed job site conditions clearly and consistently. Ideally, it should be completed daily, and whenever possible with both the owner and contractor representatives present to ensure transparency and agreement on site conditions.

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05

Project Costing with General Requirements

Use as a Master Checklist for Planning and Project Costing

Build complete, accurate project estimates that double as your master planning checklist, ensuring every cost category labor, materials, equipment, general requirements, and overhead is fully captured. By using this tool to identify all project costs upfront, you improve estimating accuracy, prevent budget overruns, strengthen financial forecasting, and provide clients with clear, itemized cost breakdowns that enhance communication and trust throughout the project.

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06

RFP (Request for Proposal)

Streamline Your Competitive Bidding Process

Create, organize, and manage Requests for Proposals (RFPs) to efficiently solicit competitive bids for your construction projects. Issue RFPs faster, maintain better control over documents and bidder communications, and improve the quality and competitiveness of the bids you receive—all in one streamlined workflow that helps you win more opportunities.

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07

Property Report

A Downloadable PDF Report of Key Property Information

A Property Report is a straightforward, downloadable PDF document that compiles essential information about a property. It includes the property details, any guarantees and warranties associated with the property, and a record of completed projects. Its purpose is simply to organize and present these recorded items clearly, providing an accurate reference for owners, managers, and stakeholders.

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08

Project Report

A Downloadable PDF Report of Essential Project Information

A Project Report is a straightforward, downloadable PDF document that records only the essential information about a project. It includes the project details, schedules, permits, approvals, and the resources used. Its purpose is simply to organize and present these recorded items clearly, providing an accurate reference for stakeholders without tracking daily activity or field reporting

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