Bluebeam Features
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (10)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Location
Manage and support multiple locations
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
After the Job (8)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Reports
Alter the layout and content of reports
Documentation (4)
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Attachment Uploads
Supports the upload of photos and documents to punch lists for accuracy and real-time updates.
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Templates
Facilitates the creation, customization, and/or generation of punch list templates.
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List Generation
Itemizes mistakes, deficiencies, oversights, etc., on a nearly completed construction project.
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Reporting and Analytics
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.
Collaboration (5)
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Action History
Records and tracks changes and edits to punch lists.
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Notifications and Reminders
Creates and alerts key players of upcoming due dates and reminders about progress on tasks.
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Messaging and Communication
Facilitates communication between key players throughout the generation and updating of punch lists.
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Mobile Support
Provides a digital application of the software that can be used without internet or network connection.
Service History
Track work performed and resources used for past customers, sites, or assets
Task Management (6)
Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (9)
Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
Field Collaboration
Enables and simplifies communication on the site and between the office and field.
Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
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Site Progress Monitoring
Enables the upload of site photos to existing plans to better track the progress of a construction project
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Mobile Access
Enables users to access the software on the site, on a mobile device
Document Management (5)
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Centralized Platform
Provides a unified, easy-to-access database to store, upload, and import construction plans.
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Versioning
Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes.
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Document Management
Stores, shares, and backs up construction plans and documents
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Optical Character Recognition (OCR) Technology
Leverages OCR technology to efficiently extract data from construction documents
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Linkage
Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows.
Data Gathering (3)
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Cost Calculators
Provides formulas and tools to facilitate the calculation of industry-specific costs and/or associated labor.
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Enterprise Search
Leverages optical character recognition (OCR) technology to enable the search of text within blueprints.
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Multiple Input Formats
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.).
Bid Generation (7)
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Collaborative Editing
Enables multiple users to perform takeoff on a single project.
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Automated BoQs and BoMs
Automates calculates and generates Bill of Quantities (BoQs) and/or Bill of Materials (BoMs).
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Versioning
Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.
Accounting Integration
Integrate with a third-party accounting system
Project Estimating
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Cost Estimating
Forecast the cost and resources required to complete a project
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Autodesk Construction Cloud Integration Partners (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (167)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Checklists
An itemized to do list that can be edited as tasks are completed
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Parts Management
Track parts inventory levels and manage re-stocking
Service History
Track work performed and resources used for past customers, sites, or assets
Residential Properties
For residential properties
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Mobile Access
Access software remotely via mobile devices
Dispatch Management
Manage sending personnel and resources to a site as needed
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Technician Management
Oversee technicians and track their assigned work orders
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Management
Manage and track all job information and associated tasks
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Reporting
Active reporting of data and metrics
Commercial Properties
Designed to serve commercial properties
Real-Time Data
Receive data and information in real time
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Workflow Management
Create, design and manage workflows for repetitive tasks
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Inventory Management
Track and manage inventory levels to maintain proper supply
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Routing
Plan daily routes to optimize employee scheduling and provide directions
Forms Management
Store, manage and track all forms in a centralized location
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Documentation Management
Manage product specific documents in a categorized order
File Storage
Store and access documents, forms, and photos in one centralized place
Electronic Signature
Digitally sign online documents
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Resource Allocation
Assign available resources to various projects and tasks
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Quotes/Estimates
Generate quotes or estimates for customers
Scheduling
Plan availability and assign specific time slots for tasks and resources
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Workforce Management
A set of processes to optimize the productivity of its employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Price and Cost Calculations
Calculate rule-based prices for a product/service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Equipment Tracking
Track the location of specific equipment at all times
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Chat/Messaging
Communicate using direct chat or messages within the system
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Electronic Payments
Electronically collect payments for goods or services
Customer History
Access previous interactions or concerns to maintain customer relationships
Inventory Control
Monitor product stock levels
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Driver ETA
Generate estimated arrival times for drivers to keep back office or customers informed
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Customer Management
Store and organize information about customers and previous interactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Work Order Creation
Create a new work order
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Recurring Appointments
Schedule repeating appointments based on a duration of time
Contractor Management
Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Commenting/Notes
Leave comments and notes on documents for others to view
Issue Tracking
Record and follow the progress of every issue
Task Scheduling
Track and manage the scheduling of tasks
Data Import/Export
Import and export data to and from software applications
Assignment Management
Assign issues and tasks based on availability or required skills
Status Tracking
Track the status over time for a request, process, asset, or transaction
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Document Management
Store, manage, and track all electronic documents in a centralized location
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Annotations
Highlight content and/or make notations about parts of content
Punchlist/QA Walk Management
Create and conduct walkthroughs for inspection
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Add & Edit Photos
Take, upload, and/or edit photos in a system (i.e. rotate, add lines/shapes, captions, etc.)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Task Management
Create, manage and track all task activities and progression
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Inspection Checklists
Create checklists and to-do lists that can be marked during inspection
For Residential
Specialized for organizations who focus on residential projects
For Commercial Real Estate
For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings
Image Capture
Process images and automatically scan for data
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Categorization/Grouping
Organize and group data or items based on various criteria
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Mobile Access
Access software remotely via mobile devices
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Data Import/Export
Import and export data to and from software applications
Document Management
Store, manage, and track all electronic documents in a centralized location
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Version Control
Track revisions and updates made to files and navigate between different versions
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Job Management
Manage and track all job information and associated tasks
Real-Time Reporting
Active reporting of data and metrics
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Electronic Plans
Create and store all design plans electronically
Activity Tracking
Track and document all activities across devices, networks, and other systems
Estimating
Estimate expected cost based on various factors before a project begins
Quotes/Estimates
Generate quotes or estimates for customers
2D Drawing
Drawing and modeling designs within 2D flat dimensions
Project Tracking
Monitor the progress of projects from start to finish
Bill of Materials
Access to a library of manufacturing parts, models, and specs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Proposal Generation
Create proposals based on costs of labor and materials
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Annotations
Highlight content and/or make notations about parts of content
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Document Storage
Store and organize documents in a centralized system
Project Planning
Organize and schedule projects
Projections
Estimate or forecast of a future scenario based on the study of present trends
Real-Time Analytics
Analyze and gain insights into data in real-time
3D Imaging
Representation of any object in 3D
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Built-In Database
A system that allows access to a database structure without relying on an external program
Project Workflow
Create, manage, or update project workflows.
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Task Scheduling
Track and manage the scheduling of tasks
Assembly Takeoff
Estimate project costs based on groups of items and procedures
Customizable Reports
Alter the layout and content of reports
Status Tracking
Track the status over time for a request, process, asset, or transaction
Job Costing
Calculate total itemized costs, including initial costs and any changes
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns


