Document Control

 

With the Document Control option, you will never lose track of important project management documents and you will have complete control of every item needed for a project. Requests for information (RFIs), Requests for Proposal (RFPs), Transmittals, Submittals, Daily Field Reports, and Correspondence integrate with Estimating, Change Orders, Purchase Orders, Subcontracts and Payroll making the process of project management complete, fast, accurate, and reliable.

You’ll be able to manage correspondence, keep track of project plans, maintain a project hot list, and stay on top of punch list items. A customizable template makes daily field reports accurate and easily accessible.

  • Requests for Proposal (RFP)
  • Requests for Information (RFI)
  • Submittals and Transmittals
  • Plan Records
  • Daily Field Reports
  • Punch Lists
  • Correspondence
  • Project Hot List

Requests for Proposal (RFP)
RFPs can be generated directly from the takeoff screen, managed through the bidding process and transferred to purchase orders once subcontracts are approved.

Requests for Information (RFI)
RFIs can include attachments and text to notify architects, engineers and general contractors of information requirements. The Project Hot List function will keep track of RFIs that need attention and quick responses.

Submittals and Transmittals
With Submittal and Transmittal tracking, its easy to notify your business partners of document handling requirements and routing of important documents. By having these items in your permanent project database, you’ll find that tracking plans and other documents is quick and easy.

Plan Records
Keeping track of plan revisions, changes in specification and plan distribution can be a real hassle. With the Plan Records function, however, everyone involved with a project will have instant access to important information through a single source.

Daily Field Reports
When the project manager fills out the daily field report with employee time, equipment usage, subcontractor performance, meetings, and incidents, a lot of the work of managing the project is already done. And with the power of Intuit Master Builder’s integrated system, daily field report data can be imported directly into payroll and billing.


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Punch Lists
Getting a project completed is often the hardest part of the project. With automated punch lists, this task is made a lot easier. The Punch List function hides completed items and tracks back charges and orders to subcontractors.

Correspondence
With the Correspondence function, every item will automatically be stored in your project database for future reference and reporting. You won’t be sorting through your file cabinet to find letters and memos because they will be instantly available from Intuit Master Builder 7 at any time.

Project Hot List
With the Project Hot List, you won’t miss important deadlines and you’ll instantly know what items and documents you need to deal with today. The review feature will show all the invoices, change orders, purchase orders, subcontracts and other documents that need your attention. You can drill down to each document with a click of the mouse.


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