In the Submittal Info section, you’ll find designated fields where you can input the Submittal Title, Submittal Number, and Specification Number & Title. While the Submittal Number is automatically generated, you also have the option to include a Custom Submittal Number if necessary. Our system retrieves the Specification Numbers & Titles from our database, but it allows you the freedom to incorporate Custom Specification Numbers & Titles as needed, providing you with the utmost versatility in managing your submittal information.

In the Contact Info section, you’ll discover fields for entering the Subcontractor/Material Supplier responsible for providing the Submittal. Alternatively, you can simply check the Self-performed checkbox if your Company is performing the work. Our Construction Submittal Software streamlines the process by automatically retrieving the Recipient and General Contractor (GC) information directly from the Project Info page, eliminating the need for repetitive data entry when creating new Submittals.

In this section, you’ll find fields to input the necessary details for your Submittal. Firstly, you can specify the Subject/Title of the Submittal, which will be prominently displayed on the Transmittal Sheet. Then, you can indicate the method of Submittal, whether it was sent via Email, Mail, Hand Delivered, or another means. Furthermore, you have the option to categorize the Submittal Type, whether it pertains to Shop Drawings, Product Data, Samples, or any other relevant category, along with specifying the quantity submitted for approval. Lastly, there’s an Internal Notes entry field for your convenience, allowing you to jot down any pertinent information or notes about the Submittal. It’s important to note that this internal note is kept confidential and is not printed on the Transmittal Sheet or shared with external parties, ensuring the security of your company’s internal information.

In the Submittal Cycle Info section, you have the ability to select the Submittal Status, whether it’s in a Draft stage, Approved As Noted, or requires a Revise & Resubmit action, among other options. You can also specify the reason for sending the Submittal, such as for Approval, Review, or Record-keeping purposes. Notably, there’s no need to re-enter the Submittal/Transmittal Title and Submittal Number since our intelligent Submittal Management Software seamlessly populates these fields from the previously entered Submittal Info. Furthermore, the Cycle Number is automatically generated, but you retain the flexibility to modify it as needed.

Our Construction Submittal Software offers the flexibility of generating two distinct Transmittal Sheets: one tailored for submission to the Architect for Approval and another designed for transmission to the Subcontractor or Material Supplier. Additionally, there’s a convenient entry field to include Transmittal Notes, allowing you to provide specific instructions or information for either the Architect or the Subcontractor as needed.

With a single click on the Create Transmittal button, our intelligent Submittal Software will automatically populate all Transmittal Fields. All Submittal information will be neatly and accurately printed on the Transmittal Sheet, eliminating the need for manual data entry. When you create another Submittal Cycle, there’s no need to re-enter any Transmittal Sheet Info; you only need to update the Submittal Status and/or the Submitted For field, saving you valuable time and effort.

Our Submittal Management Software streamlines the process of sending the Transmittal Sheet and Submittal File, simplifying it beyond comparison with other software solutions. Just select the recipients, click the Email Transmittal button, and an email containing both the Transmittal and Submittal download links will be swiftly dispatched to all intended recipients. Furthermore, Cloud PM conveniently generates a recipient list complete with date stamps, providing you with a clear and efficient overview of who has received the Submittal Email and precisely when it was delivered.