Construction Submittal Software
Cloud PM is the best construction submittal software for general contractors, subcontractors, and material suppliers. You can create a submittal in under a minute and keep track of every one in the project's submittal log. When the submittal is ready, you can send it to everyone on the distribution list at once.
Submittal Log
A submittal log, also called a submittal register or submittal tracking log, is the project's record of every project item that needs approval before installation. This includes every product, drawing, sample and document on the job. With Cloud PM's submittal management log you always know who is responsible for each submittal and when it is due. Instead of looking for updates in emails and spreadsheets, you can see the status of every submittal in one place.
-
Quick Filtering
You can find any submittal in seconds by filtering by status, subcontractor, due date, or any combination of the three.
-
Due Date Tracking
Cloud PM tracks every due date and reminds the responsible party before a deadline passes.
-
Instant File Access
You can download the latest transmittal and submittal files straight from the log, without opening the submittal item.
Submittal Overview and Statistics
Cloud PM shows the status of the project's submittals as soon as you open the log. You can see right away how many are open, overdue or due within seven days. When you select one of those groups, the log and the Submittal Status Breakdown chart show only those submittals. You can then drill down by sub-status to see how many open submittals are sent for approval and how many are waiting on revisions.
Cycle Timeline
Every submittal goes through four stages: from the subcontractor, to the architect, back from the architect, and back to the subcontractor. With the Cycle Timeline you can follow all four stages of every submittal, with the actual date of each completed step.
Because the timeline is filled as the cycle moves forward, you can see where each submittal is in its review.
Ball In Court
With Ball In Court you always know who has to act next on each submittal: your team, the subcontractor or the architect. You can filter by Ball In Court to see every submittal that is waiting on a specific party.
The log shows who has to act on each submittal, so you don't have to open every submittal to find out.
Creating and Sending a Construction Submittal
With Cloud PM's construction submittal software, you can create a submittal in under a minute. The information you've entered once on the project or a previous cycle is filled in automatically. A new revision cycle copies the previous one, so you only change the status and why it's submitted.
Enter the Submittal Details
When you start a new submittal, you enter its title and select the specification from Cloud PM's built-in MasterFormat database. Cloud PM assigns the submittal number automatically, so the numbering stays consistent. You then choose the subcontractor or material supplier responsible for the work, and the Recipient and General Contractor details are copied automatically from the Project Info page. Then you only need to select the transmittal method and the submittal type, and enter the quantity.
You can add notes for your team in Internal Notes, and they are not printed on the transmittal.
Manage Files and Revision Cycles
Each revision cycle can hold up to four files. You can upload a file for each stage, from the subcontractor's original to the copy that is returned to them. When a file doesn't change between stages, Cloud PM uses the same file, so you don't have to upload it again. Everything else is copied to a new revision cycle, and Cloud PM assigns its revision number automatically. You can also create a task directly from the submittal's Tasks tab, and the task stays linked to that submittal.
Generate and Send the Submittal
Cloud PM produces a separate transmittal sheet for each stage of the cycle. The architect receives one when the submittal is sent for review, and the subcontractor receives another when the reviewed submittal is returned. Each sheet can have its own notes, so the architect and the subcontractor get different instructions from the same cycle. Cloud PM prepares the sheet from the information you have already entered, so there is no formatting or copying and pasting. When you send it, the submittal goes to everyone on its distribution list, which is saved with the submittal and kept for every revision cycle. Cloud PM logs each sent email with the date and the recipients.
Why Choose Cloud PM for Submittal Management
Cloud PM's construction submittal software was built around the way submittals are handled on a construction project. It works the same way for a subcontractor sending product data on a renovation as for a general contractor managing thousands of submittals on a hospital campus. Cloud PM keeps a complete record of every submittal, brings the entire project team together, and its pricing does not change as you grow. You can set separate user permissions for your company and for outside users.
-
Audit-Ready Submittal Records
Cloud PM logs every submittal cycle automatically, so you always know who sent what to whom and which file version was approved. When you need documentation at closeout, evidence for a compliance audit, or the approval chain for a dispute, the record is complete.
-
From One Project to Hundreds
Cloud PM uses the same workflow on a small project as on a multi-phase commercial build. There is no per-project pricing and no separate enterprise version. The submittal log and reporting work the same on your hundredth project as your first.
-
Free Access for Your Team
Everybody on the project has a free account, whether they work for your company or not, so subcontractors and architects can upload and review submittals. You pay no per-user fees, and you can set separate user permissions for your company and for outside users.
Construction Submittal Software FAQ
A construction submittal is a document, drawing, sample, or product data sheet that a subcontractor sends to the general contractor and architect for approval before installation. Submittals show that the materials and products a subcontractor plans to use meet the project specifications.
A submittal log is the project's record of every submittal that needs review. It shows what has been submitted, who is responsible for the next action, and what the current status is. The submittal log tracks the approval progress across the entire project, so the general contractor knows what's approved, what's pending, and what's overdue.
A submittal log, submittal register, and submittal tracking log are three names for the same thing: the project record of all submittals and their status. Different construction companies and specifications use different terms, but they describe the same document. Cloud PM's submittal software works with any terminology your team uses.
A submittal is the actual document or material sent for approval, such as a shop drawing, product data, or a sample. A transmittal is the cover sheet that accompanies a submittal, listing what's being sent, who it's from, who it's for, and any notes. Every submittal is sent with a transmittal.
Cloud PM's construction submittal software pricing starts at $40 per month, with no per-user or per-project fees. Subcontractors, architects, owners, and anyone else on the project get a free account.