Construction Transmittal Software

Cloud PM's construction transmittal software helps contractors send a transmittal with every submittal, RFI, change order, closeout package and payment application. Each transmittal is saved in the project, so you always know what was sent, to whom and when.

A Transmittal for Everything You Send

A transmittal is the cover sheet sent with a project document, such as a submittal or an RFI, showing what was sent, to whom and when. In Cloud PM, every transmittal is saved with the record it belongs to, so you can find it at any time.

  • Created From the Revision

    When you enter the date a revision is sent, you can create its transmittal with one click, and the recipient and the date are filled in automatically.

  • Every Round Saved

    If a submittal is returned and sent again, each round gets its own transmittal, so you can see every round in the log.

  • PDF Transmittals

    Every transmittal is a PDF that you can download at any time, so you can always show which revision each company received.

The Construction Transmittal Log

Submittals, RFIs and Change Orders each have their own transmittal log, where you can see every transmittal with its subject, recipient, date sent and status. You can download any transmittal and export the log to Excel or PDF.

Creating and Sending a Transmittal

When you enter the date a revision is sent, you can create its transmittal and email it to your distribution list. You can also merge the file into the transmittal, so the recipients receive a single PDF, and they can open it from the email even if they don't use Cloud PM.

The Review Cycle

A submittal or an RFI can have two transmittals for each revision, one when it is sent to the architect for approval and one when it is returned to the subcontractor. For an RFI, the transmittal back to the subcontractor also includes the answer.

Transmittals in Each Module

You can create transmittals in Submittals, RFIs, Change Orders, Closeout Documents and Payment Applications, and every transmittal is linked to the record and revision it belongs to.

Change Orders, Closeout and Payment Applications

Change orders have transmittals for the subcontractors and for the approval, and you can hide the subcontractors on the transmittal you send for approval. You can also send a transmittal with each closeout package and with each payment application.

A Record of Everything Sent

Cloud PM records who received each transmittal and when, so if there is a question at the end of the project about who received what, you can find the answer in the log instead of searching through mailboxes.

Why Choose Cloud PM for Construction Transmittals

With Cloud PM's construction transmittal software, every transmittal is created from the revision you are sending and saved in the project, so your records always match what was sent. The other companies on the project use Cloud PM free of charge, and plans start from $40 a month.

  • Filled In Automatically

    The recipient and the date come from the revision, so you don't need to type them on each transmittal.

  • Linked to the Revision

    Each transmittal is linked to its record and revision, so you know which revision each company received.

  • No Login Needed

    The recipients can open the transmittal from the email without logging in, so you can send it to anyone on the project.

Construction Transmittal FAQ

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