[ Procore Reviews ](https://www.g2.com/products/procore/reviews) [ Procore Reviews ](https://www.g2.com/products/procore/reviews) # Procore Features ##### ## Document Management (10) Proposal Creation - Bid Management Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender) Bid Comparisons - Bid Management Consolidates relevant bid data for accurate and competitive bid calculations Templates - Bid Management Provides templated or customizable bid forms Bid Invitations - Bid Management Facilitates the sharing and sending of bid proposals Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Centralized Platform Provides a unified, easy-to-access database to store, upload, and import construction plans. Versioning Supports edits and markups to plans, stores original plans, and generates time stamps for audit purposes. Document Management Stores, shares, and backs up construction plans and documents Optical Character Recognition (OCR) Technology Leverages OCR technology to efficiently extract data from construction documents Linkage Supports interlinking between plans and submittals, RFIs, and other related documents, to streamline collaboration and communication workflows. Show More ##### ## Qualifications (7) Contactor Database - Bid Management Stores, centralizes, and manages information about contractors and subcontractors Compliance - Bid Management Tracks and monitors compliance documents and adherance to relevant certificates Contact Database - Bid Management Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Contract/License Management Track, store, and access client contracts or licenses Cost Database Collection of data related to the costs associated with various items, products, services, or activities Show More ##### ## Construction Management (10) Construction Software Integration - Bid Management Easily integrates with third-party construction project management, accounting, and other construction solutions Historical Data - Bid Management Stores information regarding past and current construction projects Project Management - Bid Management Provides insight into progress of construction projects Task Management Create, manage and track all task activities and progression Supplier Management Manage all supplier data and operations RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Accounting Integration Integrate with a third-party accounting system Show More ##### ## Documentation (5) Third-Party Inspection Software Integration Streamlines the integration between punch list software and inspection or quality managment software to improve and speed up processes. Attachment Uploads Supports the upload of photos and documents to punch lists for accuracy and real-time updates. Templates Facilitates the creation, customization, and/or generation of punch list templates. List Generation Itemizes mistakes, deficiencies, oversights, etc., on a nearly completed construction project. 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. Show More ##### ## Collaboration (5) Action History Records and tracks changes and edits to punch lists. Notifications and Reminders Creates and alerts key players of upcoming due dates and reminders about progress on tasks. Messaging and Communication Facilitates communication between key players throughout the generation and updating of punch lists. 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 Show More ##### ## Field Management (5) Field Collaboration Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality. Field Coordination Automates the scheduling and assignment of jobs, people/crew, and equipment. Safety Compliance Facilitates the reviewing of incidents to ensure with policy compliance and prepare for site audits. Field Communication Enables conversations on mobile devices while out on the field. Workforce Scheduling Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites. Show More ##### ## Asset Management (4) Resource Management Tracks and logs utilization of equipment, materials, assets, and all relevant resources; can generate daily reports. Timesheets Provides contractors and crew a digital timesheet to track hours; some push man-hours from daily project progress reports to timesheets. Visual Project Tracking 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. Reporting Generates daily reports of project progress, worker productivity, job costs, and material usage. Show More ##### ## Workplace Safety Management (4) Workplace Incident Tracking Tracks workplace and jobsite incidents and notifies relevant stakeholders of safety indicators or issues. Training and Certifications Tracks the local, state, and/or federal certification requirements of workers to better track individuals' progress and upcoming deadlines. Photo Documentation Enables the taking and/or uploading of photos and videos that document jobsite progress to identify, determine, and resolve jobsite safety issues and procedures. Safety Management Automates and/or streamlines the process of observing, recording, and distributing safety processes and jobsite walk-through inspections. Show More ##### ## Operational Safety Management (4) IoT Analytics Leverages data gathered from construction IoT (Internet of Things) devices, wearables, and sensors to understand activities on a jobsite. Reporting and Dashboards Generates reports on the number, date, and nature of incidents and/or provides a dashboard of report overviews. Predictive Analytics Utilizes artificial intelligence (AI) and machine learning (ML) to assess and analyze construction jobsite data to predict the future of project risk. Risk Management Identifies risk tolerances of stakeholders and project managers to faciltiate the prioritization and response to project risk. Show More ##### ## Logistical Safety Management (4) Mobile Technology 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. Prequalification Integration Easily integrates with prequalification software to assess and validate the qualifications and credentials of subcontractors prior to hiring them for a job. Regulation Compliance Ensures that both documentation and processes adhere to OSHA (Occupational Safety and Health Administration) and VPP (Voluntary Protection Program) regulation. Project Management Integration Easily integrates with construction project management software to assign tasks to workers and facilitate data sharing between operational systems. Show More ##### ## Operations Management (6) Risk Management 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. Directory Stores and grants access to contact information for project team members and vendors. Custom Prequalification Forms Facilitates the building of industry-accepted, standardized prequalification forms to request operational and performance information from subcontractors. Integration with Prequalification Forms Provides an integration with third-party vendors' prequalification forms to streamline the request of operational and performance information from subcontractors. Subcontractor Management 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. Invite to Bid Directly invites qualified subcontractors to bid through the platform. Show More ##### ## 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. Show More ##### ## Site Management (12) 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. Site Progress Monitoring Enables the upload of site photos to existing plans to better track the progress of a construction project Mobile Access Enables users to access the software on the site, on a mobile device Risk and Safety Management Collects and analyzes data related to safety issues on site to identitfy and reduce incidents and risks. Resource Management Manages construction resources in real-time to keep track of and forecast future needs. Asset Tracking & Optimization Keeps track of utilization of physical assets, for visibility, accountability, and optimization. Show More ##### ## Workflow Management (6) Proposal Generation Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities. Integrations Supports the interfacing of the solution to construction project management and construction accounting solutions. Third-Party Integrations Set up connections to third-party platforms to improve business processes QuickBooks Integration Integrates with QuickBooks Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Job Costing (7) Access to Cost Databases Provides users access to a database of historical job costs of past construction projects. Digitizing Quantities Provides users the ability to monitor and update project costs, and track all utilized resources Work Breakdown Structure (WBS) Provides users with templates that break down individual construction cost requirements into tasks. Mobile Access Access software remotely via mobile devices Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression Show More ##### ## Logistics and Operations (10) Communication and Collaboration Enables and/or facilitates communication on the jobsite and between the field and office admin. Predictive Analytics Captures and analyzes historical performance to enable the forecasting of materials and inventory needs in addition to identifying any gaps in the construction site supply chain. Software Systems Integration Enables the integration of the construction ERP with other construction software solutions to ensure seamless data flow and exchange. Financial Management Enables the controlling of costs on construction projects; unifies and centralizes the management of construction accounting, payroll, and service operations. Contractor Management Improves the efficiency and management of general and subcontractors and field service companies. Project Management Monitors task assignment and the progress of construction projects to ensure the project's timely completion. Document Digitization Captures all business content electronically to reduce and/or eliminate manual, process-based inefficiencies. Supply Chain Management Monitors and tracks the procurement and utilization of construction equipment and resources. Business Intelligence Captures and analyzes current performance to enable the evaluation of project and firm performance. Workforce Management Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites. Show More ##### ## Data Management (8) Cloud Storage Facilitates the storing of construction data into cloud-hosted servers. Data Consolidation Centralizes previously siloed construction data and insights into an easily accessible database. Dashboard Reporting Tracks progress and customizable key performance indicators (KPIs) through customizable and automated dashboards. Data Source Agnostic Supports input of big data from a variety of diverse sources (sensors, wearables, assets, etc.). Automated Data Collection Generates and/or visualizes historical and real-time construction business intelligence, either from the field or office. Pre-Construction Data Analytics Collects data and provides deep insights into the pre-construction phase of the construction lifecycle. Post-Construction Data Analytics Collects data and provides deep insights into the post-construction phase of the construction lifecycle. Report Generation Generates and delivers reports on construction project progress. Show More ##### ## Data Gathering (3) Cost Calculators Provides formulas and tools to facilitate the calculation of industry-specific costs and/or associated labor. Enterprise Search Leverages optical character recognition (OCR) technology to enable the search of text within blueprints. 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.). Show More ##### ## Bid Generation (8) Collaborative Editing Enables multiple users to perform takeoff on a single project. Automated BoQs and BoMs Automates calculates and generates Bill of Quantities (BoQs) and/or Bill of Materials (BoMs). Versioning Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed. Integration with Estimating Software Integrates with third-party construction estimating software to supplement the overall cost management process. 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 Show More ##### ## Scheduling Workflows - Construction Scheduling (19) User Permissions Allows for customizable user permissions to control schedule views and project information. Calendar Management Creates and edits calendars, with drag-and-drop functionality, customizable fields, and color coding. Gantt Charts Provides a visual timeline of project tasks, making it easy to track progress and dependencies. Contract/License Management Track, store, and access client contracts or licenses Subcontractor Management Track information, qualifications, and contact details of subcontractors Workflow Management Create, design and manage workflows for repetitive tasks Purchase Order Management Create, send, and track purchase orders and their statuses Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects 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 Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Task Management Create, manage and track all task activities and progression Status Tracking Track the status over time for a request, process, asset, or transaction Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking Monitor the progress of projects from start to finish Task Progress Tracking Track the status and progress of tasks Progress Tracking Reporting on how each user, task or process has advanced since its initiation Staff Calendar Track staff hours through a calendar view Show More ##### ## Reporting & Analytics - Construction Scheduling (6) Scenario Planning Conducts "what if?" analysis for different scenarios that may impact scheduling timelines and tasks. Baseline Management Enables users to compare contracted timeline with current project progress to avoid missed deadlines or overbudgeting. Timesheet Management Track the amount of time spent on a job or task Supplier Management Manage all supplier data and operations Multiple Projects Ability to handle several projects simultaneously Project Planning Organize and schedule projects Show More ##### ## Productivity - Construction Scheduling (4) Construction Stack Integrations Integrates with necessary solutions in construction tech stack, such as broader project management, ERP, estimating, and accounting systems. Mobile Capabilities Provides a dedicated mobile app and/or optimized mobile interface for field worker access to check schedules and tasks. Communication Tools Supports in-app communications to centralize team efforts, provide real-time updates from the field, and negotiate any relevant updates to timelines. Accounting Integration Integrate with a third-party accounting system Show More ##### ## Additional Functionality (246) Multiple Projects Ability to handle several projects simultaneously Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Subcontractor Management Track information, qualifications, and contact details of subcontractors Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes BIM Modeling 3D design and modeling tool enabling a virtual information model Real-Time Updates Receive system updates as soon as any changes are made Takeoff Measure digital plans to calculate labor and materials needed Quotes/Estimates Generate quotes or estimates for customers Access Control Regulate who can view information within the system Financial Management Plan, manage, and track the financial activities of an individual or organization Cost Database Collection of data related to the costs associated with various items, products, services, or activities Job Scheduling Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Materials Management Process of planning, procuring and controlling material flows along with supplier evaluation and shipping Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Project Tracking Monitor the progress of projects from start to finish Data Collection Process of gathering, measuring, and analyzing accurate data Audit Trail A record of all activities within the system, including user access, changes made, etc. HVAC Estimating Estimating software designed for HVAC businesses Purchase Order Management Create, send, and track purchase orders and their statuses Visual Assemblies Displays a graphical view of a build assembly to visualize which portion of the project you're estimating CAD Tools Computer aided design to create precision drawings or technical illustrations Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Contract/License Management Track, store, and access client contracts or licenses Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison For Residential Specialized for organizations who focus on residential projects Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electrical Estimating Estimating software designed for electrical businesses Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Commercial/Industrial For commercial and industrial purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users What-if Analysis Provides varying estimates based on different scenarios Data Import/Export Import and export data to and from software applications Plumbing Estimating Estimating software designed for plumbing companies Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Calendar Management Track and manage schedules and meetings via an integrated calendar For AEC Industry Primarily serving architecture, engineering, and construction industry professionals API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Cost Estimating Forecast the cost and resources required to complete a project Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Automatic Backup Data is backed up automatically to prevent data loss Customer Management Store and organize information about customers and previous interactions Timesheet Management Track the amount of time spent on a job or task Customizable Reports Alter the layout and content of reports Job Management Manage and track all job information and associated tasks Scheduling Plan availability and assign specific time slots for tasks and resources Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Electronic Payments Electronically collect payments for goods or services Customizable Branding Add customized logos and colors to align with company branding Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Task Scheduling Track and manage the scheduling of tasks Location Tracking Identify the physical location of an individual, asset, device, etc. Activity Tracking Track and document all activities across devices, networks, and other systems Status Tracking Track the status over time for a request, process, asset, or transaction Billing & Invoicing Create, manage, and send invoices or bills to customers Electronic Signature Digitally sign online documents Job Costing Calculate total itemized costs, including initial costs and any changes Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Work Order Management Creating, assign, and track jobs and/or tasks for work orders Dispatch Management Manage sending personnel and resources to a site as needed Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Progress Tracking Reporting on how each user, task or process has advanced since its initiation Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat For Remodelers For subcontractors to manage remodeling projects, including estimating, job costing, and client communication Mobile Alerts Notifications via mobile devices Customizable Fields Customize data fields to support various needs and use cases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process 2D/3D Designing Designs generated in either 2D or 3D format Projections Estimate or forecast of a future scenario based on the study of present trends Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Project Accounting Manage and track financials on a project-to-project basis 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 API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Customizable Reports Alter the layout and content of reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Forecasting Form predictions based on past and present data/trends Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Storage Store and organize documents in a centralized system Mobile Access Access software remotely via mobile devices Quotes/Estimates Generate quotes or estimates for customers Job Costing Calculate total itemized costs, including initial costs and any changes Access Control Regulate who can view information within the system Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Proposal Generation Create proposals based on costs of labor and materials Project Tracking Monitor the progress of projects from start to finish Data Import/Export Import and export data to and from software applications Takeoff Measure digital plans to calculate labor and materials needed For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Project Estimating Project Templates Pre-designed project plans that can be customized AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Rescheduling Manage the rescheduling of appointments Cost Estimating Forecast the cost and resources required to complete a project API Application programming interface that allows for integration with other systems/databases Projections Estimate or forecast of a future scenario based on the study of present trends Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Updates Receive system updates as soon as any changes are made Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Scheduling Identifying critical tasks that make up a project and assigning start and end dates for each Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Task Scheduling Track and manage the scheduling of tasks Job Costing Calculate total itemized costs, including initial costs and any changes Data Import/Export Import and export data to and from software applications Customizable Reports Alter the layout and content of reports Job Scheduling Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments 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 Audit Trail A record of all activities within the system, including user access, changes made, etc. Job Costing Calculate total itemized costs, including initial costs and any changes Project Tracking Monitor the progress of projects from start to finish Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Project Accounting Manage and track financials on a project-to-project basis Project Time Tracking Measure time to completion or hours worked for projects Equipment Tracking Track the location of specific equipment at all times Estimating Estimate expected cost based on various factors before a project begins Data Import/Export Import and export data to and from software applications Accounts Payable Track money owed to a company's creditors/suppliers Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Budgeting/Forecasting Create budgets based on historical data and future projections Budget Control Manage and monitor spending to align with the financial constraints or goals Accounts Receivable Track outstanding invoices and the money owed from clients Accounting Integration Integrate with a third-party accounting system Inventory Management Track and manage inventory levels to maintain proper supply Quotes/Estimates Generate quotes or estimates for customers Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices For AEC Industry Primarily serving architecture, engineering, and construction industry professionals Customizable Reports Alter the layout and content of reports Real-Time Reporting Active reporting of data and metrics Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Generative AI Use AI to generate content in the form of text, images, videos, etc. Construction Breakdowns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Billing & Invoicing Create, manage, and send invoices or bills to customers General Ledger Centralized accounting record which tracks all financial transactions Real-Time Data Receive data and information in real time Document Management Store, manage, and track all electronic documents in a centralized location Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Subcontractor Management Track information, qualifications, and contact details of subcontractors Multiple Projects Ability to handle several projects simultaneously Financial Management Plan, manage, and track the financial activities of an individual or organization Timesheet Management Track the amount of time spent on a job or task Communications Management Record and track all relevant internal and external communications Third-Party Integration Addition of necessary external data, applications, tools, or features Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Core Accounting Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more. 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