Directory

Glossary

The jargon you will hear on demo calls, defined in plain English. General definitions; contract and legal terms vary by state and by contract.

Aerial measurement report
A document produced from satellite, aerial or drone imagery that gives the dimensions of a roof or building: areas, pitch, edge lengths. Used to estimate without a site visit. Aerial measurement & roof reports
AI agent
Software that uses an AI model to carry out a multi-step task, such as drafting and sending a request for information, rather than only answering a question. What counts as an agent varies by vendor. Project management platformsDocuments, contracts & specs
AI receptionist
A voice or chat assistant that answers calls or messages for a business, collects the details of the request and may book an appointment. Phone, chat & AI receptionists
Allowance
A budgeted amount in a contract for something not yet chosen, such as flooring or fixtures. If the final selection costs more or less, the contract price is adjusted. Residential, remodeling & trades
Bid leveling
Comparing bids from several subcontractors or suppliers on the same basis by adjusting for differences in scope, exclusions and alternates. Bid management & preconstruction
BIM (building information modelling)
A digital model of a building where each element carries data such as size, material and cost, used for design, coordination and quantity extraction. Design, BIM & generative design
Certified payroll
A weekly payroll report, required on many public projects, that shows each worker’s classification, hours and pay to demonstrate compliance with prevailing wage rules. Field operations & workforceFinance, payments & back office
Change order
A written change to the contract scope, price or schedule that both parties agree to after the work has been awarded. Project management platformsFinance, payments & back office
Clash detection
Checking a combined building model for places where elements collide, such as a duct passing through a beam, before they are built. Design, BIM & generative design
Computer vision
AI that analyses images or video. In construction it is used to read plan sheets, measure roofs from aerial images, track progress from site photos and spot hazards on camera. Estimating & takeoffProgress tracking & reality captureSafety & riskAerial measurement & roof reports
Critical path method (CPM)
A scheduling technique that identifies the chain of dependent tasks that determines the earliest finish date. A delay to any task on that chain delays the project. Scheduling & planning
Daily log (daily report)
A record of what happened on site each day: weather, crews, work done, deliveries, visitors and issues. Field operations & workforceProject management platforms
Digital twin
A digital representation of a building or site that is kept up to date with real-world data, so it can be used to track progress or operate the asset. Progress tracking & reality captureDesign, BIM & generative design
Dispatch
Assigning a job to a technician or crew and sending them to the customer, often with a route and the job details on their phone. Field service & dispatch
Field service management (FSM)
Software for businesses that send technicians to customers: scheduling, dispatch, quoting, invoicing, payments and customer history. Field service & dispatch
Job costing
Tracking the actual labor, material and other costs of each job against its budget, so you know whether the job made money. Finance, payments & back officeProject management platforms
Large language model (LLM)
The kind of AI model behind chat assistants. It reads and writes text, and is used in construction software to answer questions about documents and draft messages. Documents, contracts & specsProject management platforms
Lien waiver
A document in which a contractor, subcontractor or supplier gives up the right to file a mechanic’s lien for the amount paid. Often required with each payment. Rules vary by state. Finance, payments & back office
MasterFormat
A standard system for organising construction specifications and costs into numbered divisions by trade or work type, such as Division 09 for finishes. Documents, contracts & specsEstimating & takeoff
Pay application
A contractor’s periodic request for payment, usually showing the value of work completed to date against the contract. The AIA G702 and G703 forms are common examples. Finance, payments & back office
Prequalification
Screening a subcontractor before inviting it to bid, typically on experience, financial strength, safety record and capacity. Bid management & preconstructionSafety & risk
Prevailing wage
A minimum wage rate set by a government authority for specified trades on public work. Contractors must pay at least that rate and often report it. Field operations & workforceFinance, payments & back office
Pull planning
A collaborative scheduling method where trades work backward from a milestone to agree what each needs from the others and when. Scheduling & planning
Punch list
A list of items that remain to be corrected or completed near the end of a project before final acceptance. Project management platformsField operations & workforce
Reality capture
Recording the physical state of a site with 360° cameras, drones, laser scanners or fixed cameras, for documentation and progress comparison. Progress tracking & reality capture
Retainage
A percentage of each payment withheld until the work is complete, held as security that the contractor will finish it. Finance, payments & back office
RFI (request for information)
A formal question from a contractor to the design team when plans or specifications are unclear or conflict. The answer becomes part of the project record. Project management platformsDocuments, contracts & specs
Schedule of values
A breakdown of the contract price into line items, used as the basis for pay applications. Finance, payments & back office
Scope of work
The description of what a contractor or subcontractor will and will not do on a project. Bid management & preconstructionDocuments, contracts & specs
Specifications
The written requirements for materials, workmanship and performance that accompany the drawings. Documents, contracts & specs
Submittal
Product data, shop drawings or samples sent to the design team for review before materials are ordered or installed. Documents, contracts & specsProject management platforms
Takeoff
Measuring and counting quantities from plans, such as square feet of drywall or number of outlets, as the basis for an estimate. Estimating & takeoff
Voice agent
An AI system that conducts a spoken conversation, such as answering a business phone line. Phone, chat & AI receptionists