Feature
Reference data
Keep the lists your plan checks point at: disciplines, plan checkers, delivery methods, delivered-to options and payment types.
Reference data is kept per organization under the dashboard settings, so every drop-down matches how your firm works instead of a fixed list.
Each discipline has a short code and a name. Plan checkers are names you assign reviews to; they do not need a login.
More features
All features →- 01
Plan check tracking
One record per plan check, from submittal to final approval, with its reviews, deliveries and billing attached.
- 02
Discipline reviews
Route each plan check to a plan checker per discipline, track review cycles and record the verdict.
- 03
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.