Autodesk Forma (formerly Autodesk Construction Cloud) Features

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Receive system updates as soon as any changes are made

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Design your project in 3D

Produce 3D visualizations without any integrating hardware.

Ability to create 2D and 3D drawings of your structure.

Ability to edit designs with a WYSIWYG editor

Create and animate the sequences of steps, materials and building crews needed to construct your building.

Allows users to create relationships between objects so design changes are dynamically updated

Allows users to save and share work in one project

Ability to import and export 2D and 3D files to the platform so your team can update designs and collaborate as needed.

Add keynotes, tags, dimensions and more to your document.

Store various types of documents within this platform.

Securely stores data to prevent data loss or breaches

Records and tracks changes and edits to punch lists.

Creates and alerts key players of upcoming due dates and reminders about progress on tasks.

Facilitates communication between key players throughout the generation and updating of punch lists.

Provides a digital application of the software that can be used without internet or network connection.

Track work performed and resources used for past customers, sites, or assets

Ability to create models of various systems that need to be integrated into the structure.

Add reinforcement to vital points in the model of your structure.

Ability to detect clashing elements, such as electrical conduit or ductwork that run into a beam.

Allows users to utilize grading tools to design finished ground surfaces

Allows users to calculate cut and fill earthwork quantities between two surfaces.

Computer aided design to create precision drawings or technical illustrations

Provides a channel for team members to share media files, communicate, and work together

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Assign available resources (human and/or non-human) to various projects and tasks

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Track and monitor efficient handling of all changes/transitions

Plan and coordinate all the resources, costs and time needed to execute assignments

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender)

Consolidates relevant bid data for accurate and competitive bid calculations

Provides templated or customizable bid forms

Facilitates the sharing and sending of bid proposals

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provides a unified, easy-to-access database to store, upload, and import construction plans.

Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes.

Stores, shares, and backs up construction plans and documents

Leverages OCR technology to efficiently extract data from construction documents

Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows.

Store, manage, and track all electronic documents in a centralized location

Stores, centralizes, and manages information about contractors and subcontractors

Tracks and monitors compliance documents and adherance to relevant certificates

Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track, store, and access client contracts or licenses

Collection of data related to the costs associated with various items, products, services, or activities

Easily integrates with third-party construction project management, accounting, and other construction solutions

Stores information regarding past and current construction projects

Provides insight into progress of construction projects

Create, manage and track all task activities and progression

Manage all supplier data and operations

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Integrate with a third-party accounting system

Capture costs at different stages of the project

Allocate costs to resources, tasks, or projects

Define standard costs for resources and activities

Business model that bills clients an amount based on the project/task/job performed

Forecast of the expenses necessary for project completion

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Contains a portal to facilitate third-party or client application access.

Provides analytics tools that reveal important business metrics and track progress.

Contains application performance monitoring capabilities.

Manages necessary docuements for ease of visibiltiy and access.

Automated compliance renewal notifications.

Tracks contractor compliance levels and renewa dates.

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Track and manage schedules and meetings via an integrated calendar

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creating, assign, and track jobs and/or tasks for work orders

Manage all supplier data and operations

Track and manage inventory levels to maintain proper supply

Create, manage and track all task activities and progression

Track and manage adherence to policies for any service, product, process, or supplier

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, store, and access client contracts or licenses

Manage and track all job information and associated tasks

Track the amount of time spent on a job or task

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create, save, and re-purpose templates for emails, forms, etc.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Track information, qualifications, and contact details of subcontractors

Create, design and manage workflows for repetitive tasks

Create, send, and track purchase orders and their statuses

Onboard workers via online, classroom, or external training.

Pre-qualify contract workers via reference, record, background check.

Monitor contractor onsite activities, performance, etc.

Ensure subcontractors are working safely on client sites and document audits/inspections for reference.

Streamlines the integration between punch list software and inspection or quality managment software to improve and speed up processes.

Supports the upload of photos and documents to punch lists for accuracy and real-time updates.

Facilitates the creation, customization, and/or generation of punch list templates.

Itemizes mistakes, deficiencies, oversights, etc., on a nearly completed construction project.

Generates reports on the number of punch lists assigned to sub/contractors, the type of work that is noted in punch lists, and other actionable business insights.

Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality.

Automates the scheduling and assignment of jobs, people/crew, and equipment.

Facilitates the reviewing of incidents to ensure with policy compliance and prepare for site audits.

Enables conversations on mobile devices while out on the field.

Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.

Tracks and logs utilization of equipment, materials, assets, and all relevant resources; can generate daily reports.

Provides contractors and crew a digital timesheet to track hours; some push man-hours from daily project progress reports to timesheets.

Facilitates the taking, annotating, and uploading of photos from the field for real-time updates, to supllement the documentation of the progress of a project.

Generates daily reports of project progress, worker productivity, job costs, and material usage.

Tracks workplace and jobsite incidents and notifies relevant stakeholders of safety indicators or issues.

Tracks the local, state, and/or federal certification requirements of workers to better track individuals' progress and upcoming deadlines.

Enables the taking and/or uploading of photos and videos that document jobsite progress to identify, determine, and resolve jobsite safety issues and procedures.

Automates and/or streamlines the process of observing, recording, and distributing safety processes and jobsite walk-through inspections.

Leverages data gathered from construction IoT (Internet of Things) devices, wearables, and sensors to understand activities on a jobsite.

Generates reports on the number, date, and nature of incidents and/or provides a dashboard of report overviews.

Utilizes artificial intelligence (AI) and machine learning (ML) to assess and analyze construction jobsite data to predict the future of project risk.

Identifies risk tolerances of stakeholders and project managers to faciltiate the prioritization and response to project risk.

Enables the use of the product on a mobile device to better fit the daily workflow of and enable real-time updates from site managers and project managers.

Easily integrates with prequalification software to assess and validate the qualifications and credentials of subcontractors prior to hiring them for a job.

Ensures that both documentation and processes adhere to OSHA (Occupational Safety and Health Administration) and VPP (Voluntary Protection Program) regulation.

Easily integrates with construction project management software to assign tasks to workers and facilitate data sharing between operational systems.

Collects and analyzes metrics (e.g. finances, safety performance, and operational history) to automate the evaluation of subcontractor risk; evaluation is either generated into downloadable reports or uploaded into the system's directory database.

Stores and grants access to contact information for project team members and vendors.

Facilitates the building of industry-accepted, standardized prequalification forms to request operational and performance information from subcontractors.

Provides an integration with third-party vendors' prequalification forms to streamline the request of operational and performance information from subcontractors.

Aggregates, reviews, and categorizes subcontractor information into the system's database; supports the organization and digital search of contractor data by approval and rating information.

Directly invites qualified subcontractors to bid through the platform.

Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.

Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.

Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.

In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.

Records, centralizes, and provides access and sharing settings to project information into a centralized depository.

Enables and/or facilitates communication on the jobsite and between the field and office admin.

Create, manage and track all task activities and progression

Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs

Enables and simplifies communication on the site and between the office and field.

Provides a mobile-ready application of the tool that does not require internet connection.

Captures data from the site and generates reports on project progress.

Tracks timesheets and attendance of site crew memberes

Enables the capturing and/or uploading of photographs or videos to document project progress

Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.

Enables the upload of site photos to existing plans to better track the progress of a construction project

Enables users to access the software on the site, on a mobile device

Collects and analyzes data related to safety issues on site to identitfy and reduce incidents and risks.

Manages construction resources in real-time to keep track of and forecast future needs.

Keeps track of utilization of physical assets, for visibility, accountability, and optimization.

Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities.

Supports the interfacing of the solution to construction project management and construction accounting solutions.

Set up connections to third-party platforms to improve business processes

Integrates with QuickBooks

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Provides users access to a database of historical job costs of past construction projects.

Provides users the ability to monitor and update project costs, and track all utilized resources

Provides users with templates that break down individual construction cost requirements into tasks.

Access software remotely via mobile devices

Plan and coordinate all the resources, costs and time needed to execute assignments

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Calculate total itemized costs, including initial costs and any changes

Facilitates the storing of construction data into cloud-hosted servers.

Centralizes previously siloed construction data and insights into an easily accessible database.

Tracks progress and customizable key performance indicators (KPIs) through customizable and automated dashboards.

Supports input of big data from a variety of diverse sources (sensors, wearables, assets, etc.).

Generates and/or visualizes historical and real-time construction business intelligence, either from the field or office.

Collects data and provides deep insights into the pre-construction phase of the construction lifecycle.

Collects data and provides deep insights into the post-construction phase of the construction lifecycle.

Generates and delivers reports on construction project progress.

Leverages optical character recognition (OCR) technology to enable the search of text within blueprints.

Supports the uploading and input of blueprints using a variety of file types (SVG, DXF, DWG, PDF, JPEG, etc.) and sources of input (CDs, email, portable drives, etc.).

Enables multiple users to perform takeoff on a single project.

Automates calculates and generates Bill of Quantities (BoQs) and/or Bill of Materials (BoMs).

Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.

Integrates with third-party construction estimating software to supplement the overall cost management process.

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Forecast the cost and resources required to complete a project

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate 3D renderings from a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Use AI to generate content in the form of text, images, videos, etc.

Simulate the outcomes of various business case scenarios and mix of projects

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives

Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies

Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes

Assign priorities to projects and portfolios based on strategic objectives

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, manage and track all task activities and progression

Enables creation, management, and tracking of product requirements & features during product production/development

Assign issues and tasks based on availability or required skills

Store, manage, and track all electronic documents in a centralized location

Measure time to completion or hours worked for projects

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Log and record hours worked and costs spent to assist in billing and invoicing

Monitor the progress of projects from start to finish

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Track and document all activities across devices, networks, and other systems

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Allows for customizable user permissions to control schedule views and project information.

Log and record hours worked and costs spent to assist in billing and invoicing

Creates and edits calendars, with drag-and-drop functionality, customizable fields, and color coding.

Provides a visual timeline of project tasks, making it easy to track progress and dependencies.

Track, store, and access client contracts or licenses

Track information, qualifications, and contact details of subcontractors

Create, design and manage workflows for repetitive tasks

Create, send, and track purchase orders and their statuses

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Store, manage, and track all electronic documents in a centralized location

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage and track all task activities and progression

Track the status over time for a request, process, asset, or transaction

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status and progress of tasks

Reporting on how each user, task or process has advanced since its initiation

Track staff hours through a calendar view

Conducts "what if?" analysis for different scenarios that may impact scheduling timelines and tasks.

Generates customizable reports and insights on project status, resource utilization, and financials.

Enables users to compare contracted timeline with current project progress to avoid missed deadlines or overbudgeting.

Track the amount of time spent on a job or task

Manage all supplier data and operations

Ability to handle several projects simultaneously

Organize and schedule projects

Integrates with necessary solutions in construction tech stack, such as broader project management, ERP, estimating, and accounting systems.

Provides a dedicated mobile app and/or optimized mobile interface for field worker access to check schedules and tasks.

Supports in-app communications to centralize team efforts, provide real-time updates from the field, and negotiate any relevant updates to timelines.

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Provide role/permission controls for secure collaboration across project teams

Store, manage, and share all design, documentation, and project data in one unified environment

Track and monitor efficient handling of all changes/transitions

Track information, qualifications, and contact details of subcontractors

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, manage and track all task activities and progression

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, design and manage workflows for repetitive tasks

Ability of websites, web applications, or mobile applications to function without an active internet connection

Access software remotely via mobile devices

Track, store, and access client contracts or licenses

Track and forecast costs across the building lifecycle, from design to construction and beyond

Generate accurate material takeoffs, project cost estimates, and budgeting reports

Record and follow the progress of every issue

Detects conflicts in the latest version when multiple users are editing a file at the same time

Monitor the progress of projects from start to finish

Detect and resolve conflicts between electrical systems and other building components

Provide tools for designing and modeling electrical systems (power distribution, wiring, panels)

Support seamless integration of electrical systems with mechanical and plumbing (MEP) designs

Offer simulation tools for electrical load analysis, capacity planning, and fault detection

Integrate electrical models with BIM and CAD platforms for holistic project collaboration

Enable integration with circuit design tools for detailed schematics and layout coordination

Set up connections to third-party platforms to improve business processes

Helps create, plan and design construction models for AEC businesses

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Application programming interface that allows for integration with other systems/databases

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An @mention is a way to tag or notify a specific person about a message/post

Estimate or forecast of a future scenario based on the study of present trends

Provides a channel for team members to share media files, communicate, and work together

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create, manage, or update project workflows.

Specify or track the date/time a project, task, etc., is due for completion

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Enables creation, management, and tracking of product requirements & features during product production/development

Search and filter data across systems to locate required information by entering keywords or certain criteria

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Private online space that lets businesses securely share documents and provide information access to clients

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Provide support to your customers and employees remotely over a shared network

Predict future data based on historical data sets

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Diagram that depicts connections among nodes in a network

Plan and coordinate all the resources, costs and time needed to execute assignments

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Ability to handle several projects simultaneously

Pre-designed layouts that can be customized to match preferences and requirements

Track information, qualifications, and contact details of subcontractors

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

3D design and modeling tool enabling a virtual information model

Receive system updates as soon as any changes are made

Measure digital plans to calculate labor and materials needed

Generate quotes or estimates for customers

Regulate who can view information within the system

Plan, manage, and track the financial activities of an individual or organization

Collection of data related to the costs associated with various items, products, services, or activities

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor the progress of projects from start to finish

Process of gathering, measuring, and analyzing accurate data

A record of all activities within the system, including user access, changes made, etc.

Estimating software designed for HVAC businesses

Create, send, and track purchase orders and their statuses

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Computer aided design to create precision drawings or technical illustrations

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Track, store, and access client contracts or licenses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Specialized for organizations who focus on residential projects

View and track pertinent metrics to find patterns and gain insights from data

Estimating software designed for electrical businesses

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

For commercial and industrial purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Provides varying estimates based on different scenarios

Import and export data to and from software applications

Estimating software designed for plumbing companies

Log and record hours worked and costs spent to assist in billing and invoicing

Track and manage schedules and meetings via an integrated calendar

Primarily serving architecture, engineering, and construction industry professionals

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Forecast the cost and resources required to complete a project

Schedule predetermined or ad hoc maintenance services and labor requests

Data is backed up automatically to prevent data loss

Store and organize information about customers and previous interactions

Track the amount of time spent on a job or task

Alter the layout and content of reports

Manage and track all job information and associated tasks

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Electronically collect payments for goods or services

Add customized logos and colors to align with company branding

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage the scheduling of tasks

Identify the physical location of an individual, asset, device, etc.

Track and document all activities across devices, networks, and other systems

Track the status over time for a request, process, asset, or transaction

Create, manage, and send invoices or bills to customers

Digitally sign online documents

Calculate total itemized costs, including initial costs and any changes

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Creating, assign, and track jobs and/or tasks for work orders

Manage sending personnel and resources to a site as needed

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Reporting on how each user, task or process has advanced since its initiation

Manage and track all internal and external communication conducted via calls, email, text, or chat

For subcontractors to manage remodeling projects, including estimating, job costing, and client communication

Notifications via mobile devices

Customize data fields to support various needs and use cases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Designs generated in either 2D or 3D format

Estimate or forecast of a future scenario based on the study of present trends

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track financials on a project-to-project basis

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Estimate expected cost based on various factors before a project begins

Create budgets based on historical data and future projections

Allow multiple team members to edit and work on the same document

Plan availability and assign specific time slots for tasks and resources

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive system updates as soon as any changes are made

Digitally sign online documents

Notifications that are delivered to users as soon as an event occurs

Track and manage the scheduling of tasks

Ability to handle several projects simultaneously

Easily track all contractor information in one centralised location

Track certifications, qualifications, and licenses for employees, contractors, etc.

Monitor the progress of projects from start to finish

Set up connections to third-party platforms to improve business processes

Access the system via a mobile application

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage, and send invoices or bills to customers

Calculate total itemized costs, including initial costs and any changes

Log and record hours worked and costs spent to assist in billing and invoicing

Track the location of specific equipment at all times

Manage the process of evaluating documents or requests submitted for approval

Customize contracts and forms to collect specific information

Measure and track time including hours worked and paid time off (PTO)

Alter the layout and content of reports

Measure time to completion or hours worked for projects

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Forecast the cost and resources required to complete a project

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Leave comments and notes on documents for others to view

Record and follow the progress of every issue

Track and manage the scheduling of tasks

Import and export data to and from software applications

Assign issues and tasks based on availability or required skills

Track the status over time for a request, process, asset, or transaction

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Store, manage, and track all electronic documents in a centralized location

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Highlight content and/or make notations about parts of content

Create and conduct walkthroughs for inspection

Ability of websites, web applications, or mobile applications to function without an active internet connection

Take, upload, and/or edit photos in a system (i.e. rotate, add lines/shapes, captions, etc.)

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Assemble applications and processes by dragging over and arranging pre-built components

Create checklists and to-do lists that can be marked during inspection

Specialized for organizations who focus on residential projects

For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings

Process images and automatically scan for data

Reporting on how each user, task or process has advanced since its initiation

Organize and group data or items based on various criteria

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Access software remotely via mobile devices

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Provides a channel for team members to share media files, communicate, and work together

Create budgets based on historical data and future projections

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Estimate or forecast of a future scenario based on the study of present trends

Forecast customer demand using historical insights and simulations

Ability to handle several projects simultaneously

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Pre-designed project plans that can be customized

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Receive system updates as soon as any changes are made

Create, manage, or update project workflows.

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Primarily serving architecture, engineering, and construction industry professionals

Alter the layout and content of reports

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Form predictions based on past and present data/trends

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store and organize documents in a centralized system

Access software remotely via mobile devices

Generate quotes or estimates for customers

Calculate total itemized costs, including initial costs and any changes

Regulate who can view information within the system

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Create proposals based on costs of labor and materials

Monitor the progress of projects from start to finish

Import and export data to and from software applications

Measure digital plans to calculate labor and materials needed

Primarily serving architecture, engineering, and construction industry professionals

Pre-designed project plans that can be customized

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications that are delivered to users as soon as an event occurs

Manage the rescheduling of appointments

Forecast the cost and resources required to complete a project

Application programming interface that allows for integration with other systems/databases

Estimate or forecast of a future scenario based on the study of present trends

Pre-designed layouts that can be customized to match preferences and requirements

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Identifying critical tasks that make up a project and assigning start and end dates for each

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and manage the scheduling of tasks

Calculate total itemized costs, including initial costs and any changes

Import and export data to and from software applications

Alter the layout and content of reports

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Define levels of authorization for access to specific files or systems

Plan availability and assign specific time slots for tasks and resources

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Pre-designed layouts that can be customized to match preferences and requirements

Application programming interface that allows for integration with other systems/databases

Primarily serving architecture, engineering, and construction industry professionals

Manage and track financials on a project-to-project basis

Track revisions and updates made to files and navigate between different versions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Estimate expected cost based on various factors before a project begins

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive system updates as soon as any changes are made

Notifications that are delivered to users as soon as an event occurs

Graphical representation of data

Representation of any object in 3D

Monitor the progress of projects from start to finish

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create budgets based on historical data and future projections

Application programming interface that allows for integration with other systems/databases

Create, manage, and send invoices or bills to customers

Document and report the progress of ongoing projects

Use AI to generate content in the form of text, images, videos, etc.

Track the list of items required to be billed/invoiced to clients

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

A record of all activities within the system, including user access, changes made, etc.

Track the amount of time spent on a job or task

Measure time to completion or hours worked for projects

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Material list of manufacturing parts and associated costs

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Manage and track all job information and associated tasks

Measure and track time including hours worked and paid time off (PTO)

Level of completion within a task

Report on the allocation and distribution of labor costs across projects

Generate quotes or estimates for customers

Forecast the cost and resources required to complete a project

Create, send, and track purchase orders and their statuses

Active reporting of data and metrics

Track and manage inventory levels to maintain proper supply

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimate expected cost based on various factors before a project begins

Track and manage the scheduling of tasks

Track and document all activities across devices, networks, and other systems

Form predictions based on past and present data/trends

Monitor and record expenses such as purchases or charges incurred

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Estimate or forecast of a future scenario based on the study of present trends

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Store, manage, and track all electronic documents in a centralized location

Import and export data to and from software applications

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Track revisions and updates made to files and navigate between different versions

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Track and manage schedules and meetings via an integrated calendar

Manage and track all job information and associated tasks

Active reporting of data and metrics

Plan and coordinate all the resources, costs and time needed to execute assignments

Create and store all design plans electronically

Track and document all activities across devices, networks, and other systems

Estimate expected cost based on various factors before a project begins

Generate quotes or estimates for customers

Drawing and modeling designs within 2D flat dimensions

Monitor the progress of projects from start to finish

Access to a library of manufacturing parts, models, and specs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Identify and respond to unexpected problems or failures (ie. "negative events")

Notifications that are delivered to users as soon as an event occurs

Create proposals based on costs of labor and materials

Create, save, and re-purpose templates for emails, forms, etc.

Application programming interface that allows for integration with other systems/databases

Receive data and information in real time

Report on the allocation and distribution of labor costs across projects

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Highlight content and/or make notations about parts of content

Primarily serving architecture, engineering, and construction industry professionals

Store and organize documents in a centralized system

Organize and schedule projects

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Representation of any object in 3D

Provides a channel for team members to share media files, communicate, and work together

Use AI to generate content in the form of text, images, videos, etc.

A system that allows access to a database structure without relying on an external program

Create, manage, or update project workflows.

Create, design and manage workflows for repetitive tasks

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Track and manage the scheduling of tasks

Estimate project costs based on groups of items and procedures

Alter the layout and content of reports

Track the status over time for a request, process, asset, or transaction

Calculate total itemized costs, including initial costs and any changes

Track information, qualifications, and contact details of subcontractors

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A record of all activities within the system, including user access, changes made, etc.

Calculate total itemized costs, including initial costs and any changes

Monitor the progress of projects from start to finish

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage and track financials on a project-to-project basis

Measure time to completion or hours worked for projects

Track the location of specific equipment at all times

Estimate expected cost based on various factors before a project begins

Import and export data to and from software applications

Track money owed to a company's creditors/suppliers

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create budgets based on historical data and future projections

Manage and monitor spending to align with the financial constraints or goals

Track outstanding invoices and the money owed from clients

Integrate with a third-party accounting system

Track and manage inventory levels to maintain proper supply

Generate quotes or estimates for customers

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Primarily serving architecture, engineering, and construction industry professionals

Alter the layout and content of reports

Active reporting of data and metrics

Manage employee salary processes, data, taxes, and records administration efficiently

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Log and record hours worked and costs spent to assist in billing and invoicing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Use AI to generate content in the form of text, images, videos, etc.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage, and send invoices or bills to customers

Centralized accounting record which tracks all financial transactions

Receive data and information in real time

Store, manage, and track all electronic documents in a centralized location

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track information, qualifications, and contact details of subcontractors

Ability to handle several projects simultaneously

Plan, manage, and track the financial activities of an individual or organization

Track the amount of time spent on a job or task

Record and track all relevant internal and external communications

Addition of necessary external data, applications, tools, or features

Plan and coordinate all the resources, costs and time needed to execute assignments

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more.

Manage budgets, track and optimize spending and align capacity to workload demand

View and track pertinent metrics to find patterns and gain insights from data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

Notifications that are delivered to users as soon as an event occurs

Initiate collection and analysis of known risks

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track revisions and updates made to files and navigate between different versions

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage, and track all electronic documents in a centralized location

Automated or logic-based workflows that assist in the creation of electronic documents

Set up connections to third-party platforms to improve business processes

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Ability to recognize printed or written text within digital images or scanned documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

Track and report regulatory data to either internal management or external stakeholders

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

Track the status over time for a request, process, asset, or transaction

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out

Track and manage adherence to policies for any service, product, process, or supplier

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Access software remotely via mobile devices

Creating, assign, and track jobs and/or tasks for work orders

Create, manage, and send invoices or bills to customers

Integrate with a third-party accounting system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Active reporting of data and metrics

Import and export data to and from software applications

Customize data fields to support various needs and use cases

Data is backed up automatically to prevent data loss

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Estimate expected cost based on various factors before a project begins

Receive data and information in real time

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Primarily serving commercial or industrial locations needing electrical work

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and document all activities across devices, networks, and other systems

Identify the physical location of an individual, asset, device, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive system updates as soon as any changes are made

Integrates with QuickBooks

Manage and track all job information and associated tasks

Track and manage schedules and meetings via an integrated calendar

Store and organize information about customers and previous interactions

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Digitally sign online documents

Notifications that are delivered to users as soon as an event occurs

Access previous interactions or concerns to maintain customer relationships

Electronically collect payments for goods or services

Plan availability and assign specific time slots for tasks and resources

Capture signatures via mobile devices

Add customized logos and colors to align with company branding

Schedule predetermined or ad hoc maintenance services and labor requests

Alter the layout and content of reports

Track, store, and access client contracts or licenses

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Store and organize documents in a centralized system

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage sending personnel and resources to a site as needed

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Track and manage the scheduling of tasks

An industrial computer control system that monitors the state of input devices and controls the state of output devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

System layout that could be created once and saved for future use

Create, save, and re-purpose templates for emails, forms, etc.

Perform various mathematical calculations using the data

Design products in 3D

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Highlight content and/or make notations about parts of content

Computer aided design to create precision drawings or technical illustrations

Material list of manufacturing parts and associated costs

Provides a channel for team members to share media files, communicate, and work together

Centralized repository to store content and assets

A simplified notation for representing a power system

Create, manage and access prototypes to capture design concepts and test on users

Drawing and modeling designs within 2D flat dimensions

Track revisions and updates made to files and navigate between different versions

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track parts inventory levels and manage re-stocking

Making price adjustments to comparable property

Defining elements like architecture, components, modules, interfaces, and data for a system to satisfy specific requirements

A repository of symbols commonly used in respective industry

Develop potential scenarios to identify risks and opportunities

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

A system that allows access to a database structure without relying on an external program

Automatically formats data in a predetermined way

Ability of websites, web applications, or mobile applications to function without an active internet connection

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

Representation of any object in 3D

Track the duration and expiration of warranty as well as any obligations under that warranty

Calculate total itemized costs, including initial costs and any changes

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor and record expenses such as purchases or charges incurred

Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries

Access the system via a mobile application

Track the amount of time spent on a job or task

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage all supplier data and operations

Accept and process online payment transactions

Specialized for organizations who focus on residential projects

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Private online space that lets businesses securely share documents and provide information access to clients

Track information, qualifications, and contact details of subcontractors

Create, send, and track purchase orders and their statuses

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Monitor the progress of projects from start to finish

Interact with data visualization elements, such as charts and graphs, to drill down into data

Have features and use cases that do not fit into existing Construction software categories

Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making

Address unique or niche requirements not covered by mainstream software solutions

Automatically create schedules based on business needs or employee availability and qualifications

Accept, record, and reconcile financial transactions

Manage relationships with customers and address customer concerns

Track work performed and resources used for past customers, sites, or assets

Serving plumbing industry professionals

Oversee technicians and track their assigned work orders

Track the location of specific equipment at all times

Plan daily routes to optimize employee scheduling and provide directions

Measure digital plans to calculate labor and materials needed

Notifications via mobile devices

Organize and schedule projects

Forecast the cost and resources required to complete a project

Track the status over time for a request, process, asset, or transaction

Collection of data related to the costs associated with various items, products, services, or activities

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Intended to be used by general contractors

Send messages via SMS

For commercial and industrial purposes

Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making

Have features and use cases that do not fit into existing AI software categories

Address unique or niche requirements not covered by mainstream software solutions