Features

The whole job, in the order it actually runs

Six groups of tools on every project, and five company modules that run alongside them — Service calls, the Shop, Manpower, the File Server and Precon — one way of working across all of it. Everything on this page is in PMT1 today.

Dashboard

One screen that tells you where to look

What needs you comes first: what is overdue, due or unsigned on your open projects, the records waiting on you, and what is happening this week. Open a project for the same picture of just that job.

Overdue tasks, RFIs, deliveries, rentals and inspections
This week’s scheduled activities
Every item opens the record behind it

Home: the list of what needs attention on your open projects and the records waiting on you.

Project home

Where the day starts: the drawings, the daily log, the documents, safety, and what is on order.

Plans

Current drawings on every device, with markups, measuring and revisions that the field can trust.

Upload PDF sets: PMT1 splits them into sheets and reads the sheet numbers, titles and scales for you to check
Pan, zoom and search the words on a sheet; links between sheets from detail callouts
Markups on private, project and shared layers — text, clouds, arrows, stamps, photos and pins that open the RFI, issue or punch item behind them
Measure length, area, count, angle and slope, with a scale per sheet or per detail
New revisions matched to the old ones, compared in overlay or side by side, with markups carried forward
Quick access from the project overview, the Plans tool and inside the viewer: find any sheet by number, title, discipline or the words on it, with favourites and recently opened first; flip between sheets without leaving the one you are on
Sheets sorted the way a set is read — by discipline in standard order, then by number — with your own discipline order per project; headings stay anchored while you scroll, sets fold up, and a Collections column jumps anywhere
Measure by finger with a magnifier beside it, like the field is used to
Fix a published sheet’s number or title with the reason kept in its history; remove a sheet from the register and put it back; move or copy sheets between sets
Chosen sheets kept on a phone or tablet for places with no signal

Daily logs

One log per project per day, filled in by every foreman and combined into one signed report.

Weather brought in from the project address (National Weather Service, United States), manpower and hours, work performed, deliveries, equipment, visitors, delays and safety
Each foreman fills in their own rows; the report is signed and emailed to the people on its distribution list
Talk or film a walk of the job and have the assistant draft the log for you to check
Labor and hours by day, trade, person and cost code, straight from the logs

Documents, specifications and submittals

Controlled files with versions, a spec book split into sections, and a submittal log with review steps.

Folders, versions, check-out and check-in, private files, and a 90-day recycle bin
Upload the spec book: PMT1 finds the section breaks; pick a section on an RFI, a submittal or an inspection
Submittals with reviewers in order, lead times, required-on-site dates and review stamps
Permits with numbers, issue and expiry dates

Safety

Safety meetings with sign-in, pre-task plans with sign-off, and incidents on the record.

A company library of safety topics with talking points — 24 to start from
Safety meetings and toolbox talks with attendance and signatures
JHAs / pre-task plans: steps, hazards, controls, PPE and permits
Incidents, near misses and safety observations

Procurement and materials

From “we need it” to “it is here”: requisitions, bid requests, purchase orders, deliveries, receipts and stock.

Requisitions approved by a manager, then priced or ordered
Bid requests with the suppliers’ quotes side by side, and an award that makes the purchase order
Deliveries checked against the packing slip — short, damaged or wrong items flagged
Material on hand with what is spoken for, and a warning at the reorder point
Scan a barcode or QR label with the phone camera to receive stock, issue it to the job, or find the item

Equipment and tools

Owned and rented gear: who has it, where it is, and when it goes back.

Check tools out and in, with a log of who had what
Rental start, due-back date and rate — with a reminder before another week bills
Serial numbers, condition, inspection and calibration dates
Printed QR labels: scan a tool to check it out or in

Project controls

One screen that says how the job is doing and what to do next.

Overview and Command Center

Health, progress, money, risk and the queues that need someone — critical items, approvals, overdue work, field items.

What changed since your last visit
Recommended next actions, each linked to the record behind it
A written project summary with every line tied to its source — written by the assistant where your plan includes it

Live sessions

A video call from the job to the office — as easy as a meeting link. Full-screen on a phone, with the camera, the screen or a drawing shared, and a green room before you join.

Everyone on the project can join from a phone, a tablet or a computer
Share the sheet you are looking at, or the phone camera for a walk-around
Mute, hand-raise, lock the screen for a hands-free walk

Walkthrough recorder

Film a walk of the job from the phone — pause, resume, keep — and it lands on the daily log for the assistant to draft from.

Activity

Every create, change and delete on the project, with who and when.

People and coordination

Who is on the job, what was agreed, and what everyone needs to know this week.

Team, crew and contacts

The project team with roles and who reports to whom; the crew roster with certifications; everyone else on the job one tap away.

Certifications with expiry warnings
A manpower plan by week and classification
Customers, subcontractors, vendors and inspectors as contacts

Meetings

Agenda, attendees, minutes and action items that become tasks.

Calendar invitations by email
Action items tracked as tasks with owners and due dates

Correspondence

Every project has its own email address. Copy it on a message and the message — with its attachments — is filed on the project.

Turn an email into an RFI, an issue, a task or a note

Briefings

What the team or the field crew must know, published in revisions that never change, with “I have read this” where you need it.

Tasks

Who owes what, by when — with overdue items on everyone’s home screen.

Working with other companies

Share a project with another company on PMT1 — the plans, the RFIs, the schedule, whatever you choose — as a viewer or as a contributor who can propose items for you to accept.

They never see your money, your crew or your private records
Outside collaborators — an architect, an engineer, an owner’s rep — get a read-only view and do not use a paid seat

Plans and field work

What the field sees, asks and checks.

Models and CAD

A design library with versions. Open glTF, OBJ, STL and IFC models in 3D and PDF drawings in 2D, right in the browser.

Turn the model over, slice it open with a section cut, hide the parts in the way
Measure between two points; save viewpoints
Pin a comment, an issue, an RFI or a task on the model — issues, RFIs and tasks become real records with a picture of the view
IFC (IFC2X3, IFC4 and IFC4X3, up to 64 MB) opens directly, read in your browser — no converting
Revit (.rvt) and DWG files can be shown through Autodesk once a company owner or admin switches cloud viewing on (one file up to 64 MiB, without linked models or xrefs); other design files are kept with their version to download

360 walkthroughs

Walk the job with a 360 camera. Look around, pin what you see, and put two dates side by side.

360 photos and videos, drone shots and ordinary photos, by floor and area
Pins for issues, RFIs, tasks, safety observations and comments — filed as real records when you want them to be
Compare two visits side by side; the views turn together

Photos

Every picture on the job, by date, by place or on a map — with markups that never touch the original.

Progress photos, tags, locations and GPS
Photo reports as PDF, and a ZIP of the pictures you choose

RFIs

Numbered, dated and chased. You always know who has the ball.

Draft, review, open, answered, closed — with an official response marked as such
Cost and schedule impact, spec section and drawing reference on the RFI
Overdue answers rise to the top of the home screen

Inspections and punch

Checklists from your own template library, performed on a phone, signed, and scored.

Pass / fail / N-A, numbers, choices, photos and signatures; a failed item opens an issue with an owner
Recurring inspections and a calendar
Answers are kept on the device when the signal drops and sent when it returns
Punch list with owner, due date and verification

Schedule and money

When it happens, what it costs, and what changed.

Schedule

A 3-week look-ahead your foremen will actually use, a Gantt of the whole job, and the constraints that have to clear first.

Crews, head count and percent complete on the board
The project’s own working days and holidays
Prints on one page for the weekly meeting

Budget, cost and WIP

Budget by cost code against what is committed and spent, with a projected final cost and over- or under-billing.

Original budget + approved change orders = revised budget
Committed from subcontracts and purchase orders; spent from receipts, T&M materials and daily-log labor
Click any number to see the records it is made of

Changes and extra work

Change events priced and approved in order, T&M tickets signed on the spot, and issues with an owner.

Change events → potential change orders → change order requests → change orders
Pricing lines with labor, material, equipment and markup; labor brought in from the daily logs
Approvers in sequence, and an executed change order as a signed PDF
T&M tickets with labor, material and equipment lines, signed on the phone

Closeout and administration

Hand the building over, and keep the record.

Assets and handover

Equipment, as-builts, O&M manuals, warranties, training, spare parts and keys — with a readiness score.

Reports

Executive status, cost and WIP, schedule look-ahead, field productivity and handover readiness — each as a PDF to read and an Excel workbook to work with.

Project settings

Switch tools on and off per project and per role, number records your way, add your own fields and locations.

Keep drawings off personal devices, or allow them
A permanent delete that takes a password, a typed name and leaves a backup

Service calls

The service department, apart from your projects: from the call to the invoice, for any trade.

Calls and dispatch

Time-and-material or quoted calls for customers and their sites, scheduled on a day-by-technician board.

Customers with sites, gate codes and access notes
Drag a call onto a technician on the dispatch board
Emergency, high, normal and low priority; New → Scheduled → Dispatched → In progress → Completed → Invoiced

The technician’s phone

My day, clock in and out at their rate class, parts from the price book, write-up with dictation, checklist, photos and the customer’s signature before the call is completed.

Hours rounded to your step; overtime and double time by the multipliers you set
Parts priced from the price book, at cost plus your markup
The signed service ticket as a PDF

Quotes approved online

Build the quote (optional items, deposit, terms), send it with the PDF, and the customer approves or declines by typing their name — no account. An approved quote becomes a call billed at the quoted price plus approved extras.

Billing

Tick completed calls into one invoice per customer, send it with a PDF and a link, record payments, see what is overdue and the aging.

T&M calls bring their hours, parts and trip charge; quoted calls the quote plus extras
Partial payments, voids, a customer link to the invoice

Maintenance agreements

Quarterly generator PMs, annual inspections: set the frequency once and the visits put themselves on the board two weeks ahead.

The shop

End-to-end factory assembly: from receiving to the shop floor, through assembly and QC, to shipping — for anything you build in a shop.

Jobs, routing and the bill of materials

A job is a production order: N units of something by a date. It carries the routing — the steps at your stations, with hours, instructions, checklists and QC gates — and the BOM, from a product template or set on the job.

Stations: receiving, kitting, assembly, wiring, test / QC, packaging, shipping, or your own
Product templates so every job of the same thing starts filled in
Budget hours against hours logged, and job cost at your shop rate

Receiving and kitting

Every delivery logged against the BOM: carrier, packing slip, crates, the receiving checklist, photos — and the condition of every line.

A damaged, short or wrong line raises an NCR on the spot and tells the office
Parts kitted to the floor; the BOM shows Not ordered → Ordered → Partial → Received → Kitted

The traveler

Every unit is serialized and moves through the steps on its own traveler. The worker opens the unit from their station’s queue — or scans its QR code — and Start puts them on the clock.

The checklist gates Done; a QC step needs the inspector’s signature
Rework sends a step back and raises an NCR; a hold or a stopping issue freezes the unit
A unit completes itself at its last step; the job completes when every unit is built

Issues (NCRs)

Damage on receipt, shortages, wrong parts, defects, rework, holds, safety, drawing questions — with severity, an owner, a resolution, and “stops work” when it must.

Shipping

Finished units out the door on a shipment: carrier, trailer, BOL, PRO, seal, destination, extra packing-list lines, weight. The pre-ship checklist gates “Shipped”; photos of the load and the driver’s signature go on the record.

Packing list PDF
The job ships itself when the last unit is out

The floor, reports and the traveler PDF

Every unit by station at a glance; hours vs budget by job, units finished by week, on-time shipping, hours by station and by person, issues by kind; and a traveler PDF per unit with its QR code.

Manpower

Crew scheduling, its own company tab: who is where each day, on one board that every project also sees.

People and crews

Workers are names on the list — they do not need a sign-in. Trades, certifications with expiry dates, crews with a foreman.

Import everyone from your Team in one go, or add names
Link a person to a user so My schedule works for them

The board

People × days for a week or two. Click a cell to assign, drag a chip to move it, assign a range of days, copy last week.

Red: two jobs on one shift, or approved time off; amber: over the day limit or past the overtime line; an override needs a reason
By project: every job as a row, the week’s planned men beside who is assigned
Jobs of Manpower’s own when you do not run Projects — the same schedule, no second copy; make one a full project later, in place

My schedule, time off, reports

Each person sees their days with the address and a map link and says “I’ll be there”; time off closes the day; the weekly schedule PDF, the daily crew sheet and the export for payroll.

The File Server

The company’s own folders and files, apart from any project.

Folders, versions, the recycle bin

Every version kept; lock a file while you work on it; a 30-day recycle bin that restores a folder with everything in it.

Search over names, tags and the words inside PDFs, Word, Excel and text files

Permissions and links

Folder permissions for roles and people — the nearest rule wins, “None” hides a folder and everything under it. Link a folder into a project’s documents: a person on that project reads it there only when a folder rule opens it to them; being on the project alone opens nothing on the File Server.

Precon

Estimating: opportunities, sources, takeoff, the estimate, proposals and RFQs — and, approved per project, the document-reading model.

Opportunities and sources

A board of bids. The bid documents land in the bid’s folder on the File Server or are connected from there, pinned to the version read, their pages marked for the bid’s trade (any construction trade, or your own named one).

Takeoff and the estimate

Sheets with a scale; dots, runs and areas; the estimate grid where an empty cost is unresolved and n/a is an explicit zero; equipment, clarifications, RFQs.

Revisions freeze everything; every output is made from a revision

Outputs

The proposal in Word and PDF (allowlisted data only, scanned for internal numbers), the live-formula estimate workbook, the takeoff and extracts, RFQs, the award package.

Document processing, approved per project

A dedicated model reads the bid documents for findings with citations, three briefs, and takeoff suggestions you confirm; a chat grounded in the sources. Before anything is read, a quote for that project: the documents and versions, the work, an itemised estimate from the provider’s exact count, and a hard maximum the owner approves. You pay what is used plus a disclosed margin, never above the maximum.

A quote transmits the selected documents to the provider’s token-count API; no paid completion until approval
Usage the provider could not confirm is shown as pending, never billed as known
Every approved quote adds to the project’s cumulative maximum

Schedule

Plan three weeks out, every week

The look-ahead board is where the week gets planned: what is starting, who is on it, how many people it takes, and what has to be cleared first.

Look-ahead, Gantt and list views
Milestones marked on the board
Prints on one page for the coordination meeting

Three-week look-ahead board with activity bars, percent complete, crews and the constraints to clear.

Extra work

Get the signature the day the work happens

Extra work gets written up while everyone still remembers it: who directed it, where, labor by classification, material and equipment. Hand over the phone for a signature and the ticket is locked in.

Labor, material and equipment lines with totals
Signature capture on any touch screen
Pending tickets show on the dashboard until signed

T&M ticket TM-001 for a sample job open in the record panel, pending and not yet signed: the work, date, who directed it, the reason, area and status, a detailed description, empty signature fields, and the labor on the ticket.

True of every record

RFI, delivery, toolbox talk or punch item — they all behave the same.

Numbered automatically

RFI-004, TM-012, CO-003 — per project, never reused.

Photos and files attached

From the camera or the file picker, on any record.

Comments and history

Who said what, who changed what, and when.

Print or save as PDF

Clean printouts of any record and of the three-week look-ahead, carrying your logo — or the company badge you design in the app.

Export to CSV

Every list opens in Excel. Your data is never locked in.

Late means red

Due dates drive the dashboard, so nothing quietly slips.

Company and admin

Set up once. Stays out of your way.

Roles that match the job

Owner, admin, project manager, superintendent, foreman, office, viewer and outside collaborator — each with sensible permissions.

Project-level access

People see only the projects they are on. An outside collaborator gets a read-only view of the coordination side — schedule, RFIs, inspections, punch list and documents — and never sees money, crew or safety records.

Invite by email

Your people pick their own password and profile picture — a photo or one from the gallery. Nobody shares a login.

Two-step sign-in

Works with any authenticator app. Reset your password and every device is signed out.

Activity log

Every create, change and delete — including anything the assistant did — with who and when.

Billing you control

Pick a company size and the modules you run — Projects, Service calls, the Shop, Manpower, the File Server, Precon — and see the total before you start. Change, update your card, download invoices or cancel online, any time.

AI assistant

And an assistant for the paperwork

Ask it to read, draft and update the records you can open — RFIs, daily logs, deliveries, T&M — by typing, talking or sending a photo. It works within the supported tools and your permissions, follows your company’s approval settings and asks before risky actions.

Meet the assistant

The PMT1 assistant answering what needs attention on a project, from that project’s records.

On the way

What comes next

Not in the product yet. How it will be offered is decided when it ships.

Planned

Native iPhone, iPad and Android apps

Planned. Today PMT1 runs in the browser on any phone, tablet or computer — nothing to install, and you can add it to your phone’s home screen like an app.

Run your next job without the loose ends.

PMT1 is in a private beta. See the plans, ask for access, and we will be in touch.

See the plans Talk to us