More Features

Meeting minutes, punch lists, vendor directives, credentials vault, e-signatures, permissions, public sharing, and contract clauses — the details that make the difference.

Meeting Minutes

Document project meetings with structured agendas, action items, and attendee tracking. Distribute minutes via shareable links — attendees don't need an account to view.

  • Structured agenda templates
  • Action item tracking
  • Attendee management
  • Public share links
Meeting Minutes

Punch List Management

Create and track punch list items with photos, locations, and assignees. Filter by status, priority, or responsible party. Mark items complete with photo verification.

  • Photo-documented items
  • Location and priority tagging
  • Assignee tracking
  • Completion verification
Punch List

Vendor Directives

Issue formal directives to vendors and subcontractors with clear scope, deadlines, and cost implications. Track acknowledgment and compliance for a complete audit trail.

  • Formal directive issuance
  • Deadline and cost tracking
  • Acknowledgment tracking
  • Audit trail
Vendor Directive

Credentials Vault

Store and manage sensitive credentials, certificates, and compliance documents in a secure vault. Track expiration dates and set renewal reminders across your entire organization.

  • Secure document storage
  • Expiration tracking
  • Renewal reminders
  • Organization-wide access
Credentials Vault

Electronic Signatures

Send documents for electronic signature directly from the platform. Integrates with DocuSeal for legally binding e-signatures on contracts, change orders, lien waivers, and more.

  • DocuSeal integration
  • Legally binding signatures
  • Multi-document signing
  • Status tracking
E-Signatures

Role-Based Permissions

Control exactly who can see and do what with a granular permissions matrix. Set access by module, action, and role. Protect sensitive financial data while giving field teams the tools they need.

  • Module-level access control
  • Role-based permissions
  • Granular action controls
  • Sensitive data protection
Permissions Matrix

Public Sharing

Generate secure, read-only share links for RFIs, submittals, meeting minutes, daily reports, and more. External stakeholders view exactly what they need — no login required.

  • Secure read-only links
  • No account required for viewers
  • Selective content sharing
  • Link expiration controls
Public Share

Contract Clause Library

Build and maintain a library of reusable contract clauses. Insert standard language into commitments and contracts with a click — ensure consistency across every agreement.

  • Reusable clause templates
  • Quick insertion into contracts
  • Organization-wide library
  • Version control
Clause Library

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