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Introduction to Document Management Workflows

Introduction to Document Management Workflows

Published Date February 3, 2023

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Inspections and Testing

Complete any onsite testing and inspections for each asset from a mobile device, streamlining the commissioning process and saving time.

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Defects

Quickly document any defects by attaching Issues and Photos directly to the asset, helping team members see and resolve problems as early as possible.

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Barcode + QR Scanning

Scan a barcode or QR code on a piece of equipment to quickly complete relevant inspections, pull up asset information, and streamline the handover process.

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Integrated Field Management

Connect assets to existing field management workflows, such as Issues or Forms, to make all relevant information readily available and stored as a historical record throughout the asset's lifecycle.

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Centralized Documentation

Access cut sheets, certifications, training materials, and more through centralized document storage and spend less time locating documents.

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Customization

Track critical asset milestones from Specified all the way through Acceptance using custom statuses and attributes. Easily organize assets with fully configurable categories and status sets.

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Asset List Import

Start your asset tracking workflows quickly by importing an asset list from excel.

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Introduction to Asset Management Workflows

Enhance project status visibility, accelerate commissioning, and improve turnover with robust asset tracking.

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User Management

With enterprise grade user administration and single-sign-on, setting up projects is simple for admins and getting logged in is easy for users.

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Takeoff Setup

Whether you are using either the imperial or metric system, you can capture project scope with linear, count, or area takeoff tools. Generate multiple quantities for any takeoff drawn and reassign tak

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Introduction to Takeoff Workflows

Generate 2D takeoffs & 3D quantities from a single solution. Win more work with competitive bids that are generated from accurate estimates produced from integrated takeoffs and quantities.

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Aggregated Quantities

Streamline the takeoff process by combining your 2D and 3D takeoffs to eliminate errors. Aggregated 2D and 3D quantities can be rolled up by classification, type, and material to allow for easy integr

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3D Takeoff

Quickly generate quantities from Building Information Models to save time in visualizing project scope. Use customized formulas to generate complex quantities in both 2D and 3D.

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2D Takeoff

Streamline the takeoff process by combining your 2D and 3D takeoffs to eliminate errors. Aggregated 2D and 3D quantities can be rolled up by classification, type, and material to allow for easy integr

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Centralized Documentation

Estimating teams get simplified access to relevant construction documents, drawings, and 3D models, resulting in improved collaboration.

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