Feature List

Every feature in SCPM Project – construction management and the built-in accounting engine, combined.

SCPM Project Feature List

Construction management and the complete accounting engine, in one system.

Executive & Reporting

✓Executive dashboard – active projects, contract value, projected margin, budget variance, overdue items
✓Red/Amber/Green project-health grid
✓SCPM Health Score – live composite score per project and company-wide
✓Job cost, budget variance, AP aging, and AR aging reports with export

CRM & Sales

Preconstruction & Estimating

✓Line-item estimate builder (labor, material, sub, equipment, overhead, profit)
✓Cost catalog on the CSI code library
✓Quantity takeoff that pushes into an estimate
✓AI plan takeoff – reads the plan set and drafts editable, color-coded quantities on the sheets; edit the shape and the quantity recomputes
✓Bring-your-own pricing – licensed cost books (Craftsman National Estimator), supplier quotes, and your own realized cost history, compared per line
✓BIM (IFC) model takeoff and iPhone/iPad LiDAR room scanning into the same pipeline
✓Bid packages and invitations to bid, with a public no-login bid-response link
✓Invitations to bid at scale – branded bulk email from your own domain, delivery/open tracking, automated reminders, structured bid forms, and addenda with acknowledgment
✓Bid leveling and client-facing proposals
✓One-click estimate-to-budget conversion

Project & Job Management

✓Full project lifecycle: Lead → Bidding → Awarded → Preconstruction → Active → Punch List → Closeout → Complete
✓Per-project dashboard, team assignment, activity/audit log
✓Document folders auto-created per project
✓Plan management with automatic revision supersession and full history
✓Specifications management by CSI division

Accounting – the engine built in

✓Budget grid: budgeted, committed, bills, actual, projected, and final columns
✓Change orders – full draft → submitted → approved workflow, auto-updates the budget
✓Purchase orders, work orders, commitments, vendor/sub billing
✓Bills and subcontractor pay applications with retainage and lien-waiver tracking
✓AIA-style (G702/G703) customer pay applications
✓AR receipts and AR aging
✓Margin-erosion alerts
✓Append-only ledger and WIP in two modes (live and definitive)
✓Full construction accounting behind one login – construction-grade GL, journal-entry engine, and period close
✓Company overhead budget ledger – department labor and operating expense in a month grid, with a live run-rate that feeds estimating markup
✓Certified payroll (WH-347) and multi-company groups
✓CSV / Excel / PDF export for the accountant

Scheduling

✓Interactive Gantt with drag-to-adjust, milestones, critical-path highlighting
✓Baseline vs. current with schedule-variance indicators
✓2-week / 4-week look-ahead schedules and sub-schedule coordination
✓AI-generated schedule from uploaded plans – arithmetic durations from takeoff quantity ÷ your own production rates, never model guesswork
✓Schedule report suite – float analysis, look-ahead work plans, progress and status reports, AI schedule narratives, baseline packages, and delay/recovery analysis

Field Execution

✓Daily logs – weather, crew counts, work performed, deliveries, issues
✓Photo & video log linked to the daily log
✓Time tracking, RFIs, submittals, field change events, safety observations
✓Punch lists and subcontractor performance logs
✓All-native mobile app with full offline sync – daily logs, photo and LiDAR capture, a real Gantt, punch lists, approvals on the go, a notification center, and money views

Subcontractor & Vendor Management

Documents & Communication

✓Versioned plan/drawing management, with automatic revision supersession and full history
✓Full RFI and submittal lifecycles, plus numbered, dated transmittals – prove what you asked, what was approved, and what was delivered
✓SCPM Sign – native contract e-signature end to end, with routing, audit trail, and auto-filing to the project
✓Full in-app email client – tracked outbound filed to the record, per-project inbound addresses, connect-your-own mailbox
✓Real-time chat – internal threads plus GC↔client/sub portal conversations
✓Calendar with two-way Google and Outlook sync, plus AI-formatted meeting minutes
✓Searchable files/photos/videos library with role-based access
✓Client portal – selections & allowances, e-signature change-order approval, online invoice payment
✓Structured closeout checklist, final lien waivers, warranty tracking

✓AI CRM assist – summarize a client relationship or draft a follow-up email
✓Daily-log auto-fill – narrate the day, AI structures a complete log
✓Voice-to-log in the field, offline-capable – plus voice dictation on every draft surface, app-wide
✓RFI, submittal, and change-order drafting from plain language or a photo, and smart meeting minutes from raw notes
✓Margin-erosion prediction 4–8 weeks ahead, naming the cost codes driving it
✓Schedule-risk detection, subcontractor-performance anomaly flags, and bid win-rate prediction
✓Automated weekly executive briefings written in plain English
✓AI-generated schedule from uploaded plans (takeoff-quantity-driven durations)
✓A persistent AI assistant on every screen that can walk you through real tasks, step by step, with you confirming each move
✓Mentor-in-a-box – role-aware coaching with director roll-ups and end-of-day nudges
✓AI onboarding coach – data-verified, so a step counts only when the real record exists
✓Photo AI for jobsite safety and quality – per-photo analysis with instant field flags and PM escalation on high-severity findings

Service Work & Inventory

✓Work orders & dispatch board – service calls as first-class cost objects, kept separate from construction jobs so service revenue never distorts WIP
✓Materials inventory across warehouses, yards, and trucks – receive, transfer, issue-to-ticket or issue-to-job, cycle counts, live on-hand
✓Flat-rate pricebook with good-better-best on the tech's phone – office, phone, and invoice read the same row, so prices can't drift
✓Customer equipment registry – closeout drafts installed equipment, with warranty and provenance, into a per-customer service book with full history
✓Maintenance agreements with real deferred-revenue accounting – prepaid terms sit in a GL liability and are earned per completed visit, reconciled to the ledger
✓Dispatch day map with drive-time route suggestions per technician
✓Technician mobile flow – offline capture, parts from the truck, field sign-off, per-call or flat-rate invoicing

Integrations & Payroll

✓QuickBooks Online, two-way – chart-of-accounts mapping you confirm, actuals pulled from the P&L, commitments and pay apps pushed without duplicates
✓Gusto payroll – approved time out, pay rates back in to price labor
✓Microsoft Teams notifications and OneDrive / SharePoint document export
✓Google Maps dispatch routing and Stripe hosted checkout for online client payments
✓Data migration both directions – white-glove competitor import (JobTread, Buildertrend, CSV) and one-click full export: your data leaves with you

Trust & Security