- Module 2
Connect Module
Centralized project communication with automatic linking to jobs, RFIs, submittals, and change orders for complete audit trail
- Challenges We Solve
Common Pain Points, Solved
Project emails scattered across personal inboxes create risk
Centralized project communication with automatic linking to jobs, RFIs, and change orders creates complete audit trail
Lost RFI responses and submittal approvals cause delays
Email auto-links to RFIs and submittals with response tracking ensures nothing is missed and provides documentation
Drawings and specifications buried in email threads
Automatic attachment extraction categorizes drawings, specs, and shop drawings by project for instant access
Proven Results
Real Impact on Your Bottom Line
40% Faster Response
Smart inbox and templates accelerate customer communication
100% Email Capture
Never lose important business communication in personal inboxes
35% Better Context
Auto-linking to records gives complete customer history at a glance
60% Less Searching
Advanced search and attachment extraction save hours weekly
- Complete Solution
Everything You Need to Win More Business
Project Communication
Centralized project email with automatic linking to RFIs, submittals, change orders, and meetings for full documentation
RFI & Submittal Tracking
Emails automatically link to RFI and submittal records. Track responses, approvals, and resubmittals with complete thread history.
Drawing Distribution
Distribute drawings and specifications to project team with delivery confirmation and automatic revision tracking.
Meeting Minutes
Send meeting minutes with action item tracking and follow-up reminders tied directly to project records.
Document Management
Automatic extraction of drawings, specs, shop drawings, and transmittals organized by project and document type.
Project Search
Search all communication, drawings, and documents across all projects with filters by date, sender, and document type.
- Key Features
Why Businesses Love This Module
Powerful features that make organization management effortless and efficient
Project-Based Email
All communication automatically organized by project
RFI Documentation
Complete email thread automatically links to RFI records
Drawing Distribution
Track who received drawings and specifications with confirmations
Submittal Tracking
Monitor submittal review status and approval communications
Document Library
Drawings and specs auto-extracted and categorized by project
Audit Trail
Complete communication history for claims defense and closeout
