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Construction — Precon, Field, and Closeout in One Track | Envision360
Industry

Construction

Precon, field, and closeout on one track—fewer gaps between office and site. For GCs, specialty trades, design–build firms, and owners’ reps in Canada and the U.S. Keep your estimating, accounting, and PM tools. Add the pieces that make bids cleaner, crews faster, subs accountable, and handoffs traceable from award to warranty.

Who this helps

  • General contractors coordinating multiple trades and schedules
  • Electrical, mechanical, flooring, glazing, roofing, millwork, and other specialty subs
  • Design–build teams managing RFIs, approvals, and long-lead items
  • Owners’ reps tracking issues, changes, and turnover packages across sites
  • Small regional builders that outgrew email + spreadsheets without a rip-and-replace
Field and office on one page: logs, RFIs, submittals, T&M, and photos

Where days go sideways

Lost decisions

  • Scope changes buried in threads
  • RFIs bounce; answers lag
  • Submittals & long-leads tracked in separate sheets

Weak field records

  • Dailies & safety notes stuck on phones
  • Photos not tied to location or detail
  • T&M approved on paper; accounting can’t audit

Late handoffs

  • Closeout starts late; O&Ms & warranties chase emails
  • Owners ask for status; PMs rebuild it from screenshots

What we build for construction teams

1) Preconstruction & handoff

  • Bid/award pack with alternates, inclusions/exclusions, clarifications
  • Submittal register from specs; long-lead tracker with needed-by dates
  • RFI intake with required fields & drawing refs
  • Award → kickoff checklist per trade

Outcome: fewer gaps at mobilization; long-leads flagged early.

2) Field app (crew & foreman)

  • Dailies: weather, labour, equipment, quantities, photos
  • Location-tagged photos (grid/floor/room/elevation)
  • T&M with labour/equip/materials & one-tap GC sign-off
  • Toolbox talks, incidents, inspections, punch from phone

Outcome: proof tied to place/time; less back-and-forth.

3) RFIs, submittals, approvals

  • RFI log with aging & watchers; answer templates
  • Submittal packages, revisions, stamps
  • Review workflows per spec; reminders before dates slip

Outcome: fewer idle days waiting on decisions.

4) Schedule & lookahead

  • 3–6 week lookahead with constraints
  • Trade commitments; colour by risk
  • “Ready/not ready” gate per activity

Outcome: fewer surprises; focused meetings.

5) Changes & cost events

  • Issue → PCO → CO with photo proof
  • Unit-rate & T&M; signatures & timestamps
  • Approval trail for PM, accounting, trade

Outcome: cleaner negotiations; faster COs.

6) QA/QC, inspections & punch

  • Checklists by trade/spec; mockups & first-work
  • Punch with location, photo, due date; batch assign
  • Sign-offs tied to floor/room/asset

Outcome: faster substantial completion.

7) Closeout & warranty

  • O&M upload by CSI; warranty templates
  • Asset registry (model/serial, install date, intervals)
  • Owner portal for docs, as-builts, and requests

Outcome: organized turnover; contextual warranty calls.

Construction banner — RFIs, submittals, dailies, lookahead, punch, closeout

Plays well with your stack

PM & docs

  • Procore, Autodesk Build, PlanGrid, Bluebeam Studio
  • Missing-suite? We supply logs & hook to your file store

Estimating & accounting

  • Sage 100/300, Jonas, QuickBooks, Foundation
  • Viewpoint exports; CO/T&M pushes where APIs exist

Drawings & models

  • Sheet refs; link-outs to model viewers if needed

Messaging & notifications

  • Email/SMS for subs & consultants
  • Teams/Slack for internal nudges
  • SSO + roles; audit logs; CA/US data residency

Where APIs are thin, we set scheduled syncs with field mapping, retries, and a visible error log. IDs for job, WBS, trade, location, and asset stay consistent.

Submittals, RFIs, and T&M with signatures, tied to drawings and locations

Results to expect

  • Faster answersRFIs & submittals move with reminders
  • Usable dailiesPhotos tied to place & activity
  • Audit-readyT&M & COs traceable end-to-end
  • Real lookaheadMeetings remove blockers, not recount work
  • Cleaner closeoutPunch burns down; O&Ms land early
  • Owner clarityStatus without PMs rebuilding it

Typical starting points

Field dailies + photos

One active project with location-tagged images.

RFI & submittals

Tracking with reminders and simple dashboards.

T&M + CO flow

GC sign-off and exports to accounting.

Punch + QA/QC

Checklists by trade with photo proof.

Closeout collector

Owner portal with O&Ms, as-builts, warranty.

Pilot plan

Weeks 1–2

Pick one live project and one pain (RFIs lagging, dailies incomplete, T&M chaos, punch backlog). Map forms, fields, and file structure. Sketch the few screens the crew will actually use.

Weeks 3–6/8

Build and connect. Train one PM and two foremen. Run it for real. Tune checklists and notifications based on site rhythm.

Week 8+

Roll to more trades on the same job, then to the next project. Add modules once the first lane is steady.

Security and privacy

  • Role-based access by company, project, and trade
  • Encryption at rest and in transit
  • Change history on RFIs, submittals, tickets, COs, punch
  • Document retention windows you control
  • Data location options for Canada and the U.S.

Talk to a lead strategist Send one issue that repeats on your jobs—slow RFIs, missing dailies, T&M disputes, or punch drag. We’ll map a first release that fits your tools, sets clear ownership, and goes live on a current project without derailing the schedule.