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Closeout checklist with progress tracking, linked submittals, and delivery status
Generate closeout checklists from your project data, let AI find and compile O&M manuals, manage distribution lists, and package everything for delivery to the owner.
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Automatic closeout checklist generated from your project submittals, change orders, and installed equipment.
AI searches manufacturer databases and downloads operation & maintenance manuals for every submitted product.
Create lists of who gets what — owner, architect, engineer, property manager. Manage contacts and delivery preferences.
Compile all closeout documents into a single deliverable. PDF compilation, transmittal cover page, and delivery tracking.
Interactive checklists tracking every closeout deliverable — submittals, warranties, O&M manuals, as-builts, training records.
AI searches manufacturer websites and databases to find operation & maintenance manuals for every product in your project.
Manage who receives closeout packages. Owner, architect, engineer, PM — each with their required document set.
Compile all approved submittals into organized closeout packages with cover sheets, tabs, and table of contents.
Pulls from submittals, change orders, RFIs, and documents. Everything linked — no re-entering data from other modules.
One-click generation of complete closeout packages as PDF. Organized by trade, CSI division, or custom grouping.
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