Choosing project management platforms software
Project management platforms are the system of record for RFIs, submittals, change orders, drawings and daily reports.
Our own general advice, not a recommendation of any product.
Questions to ask on every demo
- Which modules are included in the price and which are add-ons?
- How are subs and owners invited, and do they pay?
- Can it connect to my accounting software without double entry?
- What does onboarding involve, and how long before a team is productive?
- What are the terms if I want to leave, and can I export my project data?
What to watch for
- Pricing models vary widely: per user, per project, or a share of project volume. Ask for a quote for your actual annual workload.
- A platform your whole team does not use is worse than a simpler tool that they do.
If you are a small firm
Pick the one or two modules that solve your biggest pain, such as RFIs or daily logs, and ask whether you can start with just those.
Terms you will hear
- 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.
- Change order
- A written change to the contract scope, price or schedule that both parties agree to after the work has been awarded.
- Daily log (daily report)
- A record of what happened on site each day: weather, crews, work done, deliveries, visitors and issues.
- Job costing
- Tracking the actual labor, material and other costs of each job against its budget, so you know whether the job made money.
- 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.
- Punch list
- A list of items that remain to be corrected or completed near the end of a project before final acceptance.
- 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.
- Submittal
- Product data, shop drawings or samples sent to the design team for review before materials are ordered or installed.
The 12 tools in this category
Alphabetical. Tick “Compare” on the category page to put up to four side by side.