HOW IT WORKS

From project setup to final delivery — every division visible, every step.

A walkthrough of the platform: what each step looks like, who does it, and what changes for your team.

01 / PROJECT SETUP

Define the project once. Every division and every sub gets connected from there.

WHAT YOU CONFIGURE

The setup that everything else hangs from.

  • PROJECT METADATAName, address, schedule milestones, key dates.
  • CSI DIVISIONSAdd the divisions on this project. Plumbing, HVAC, Electrical, Communications, whatever's in the bid.
  • SUB ASSIGNMENTInvite the subcontractor responsible for each division. They get an email and a workspace, scoped to their division only.
  • GC OVERSIGHTGC team gets the rollup view across every division. PMs get filtered views by their projects.
SETUP TIME — under an hour for a typical mid-size commercial project
new project / setupSTEP 2 / 3
East Tower 2 — Mixed-Use
421 Wabash Ave, Chicago IL
2026-03-12
2027-08-30
1.4M sf · $180M
CSI DIVISIONS IN SCOPE
22 PLUMBING 23 HVAC 26 ELECTRICAL 27 COMMUNICATIONS 28 ELECTRONIC SAFETY 33 UTILITIES 07 THERMAL 09 FINISHES
02 / THE PROCUREMENT SHEET

Each subcontractor owns their division. The procurement sheet is where they run it.

WHAT THE SUB MANAGES

One sheet. Every item. Every status.

  • ITEM-LEVELEvery line item the sub is responsible for, all in one sheet.
  • LIVE STATUSPending, Shipped, Delivered, Delayed. Updated as vendors confirm and ship.
  • NEED-BY DATESWhen the field needs the item. When the vendor committed. When it actually arrives.
  • SUB-OWNEDThe sub who owns the division owns the sheet. GC sees every change in real time.
halsted-mech / div 23 · hvac / procurement sheetSUB HALSTED MECHANICAL
ITEMUNITQTYDESCRIPTIONNEEDEDSHIPPEDDELIVERYSTATUS
001cy340Concrete Mix · 5000psiWK 14WK 13WK 14DELIVERED
002tn62Rebar · #6 grade 60WK 14WK 14—SHIPPED
003lf4,200PVC Pipes · sch 40WK 15——PENDING
004lf9,800Electrical Wire · 12awgWK 15WK 15—SHIPPED
005sht820Drywall · 5/8" type XWK 16——PENDING
006sf14,000Insulation · R-19 battsWK 17——PENDING
007sf22,500Roof Tiles · standing-seamWK 18——DELAYED
008ea184Windows · double-hungWK 19——PENDING
03 / DELIVERY TRACKING

Vendors confirm. Items move. Slips surface in real time.

WHAT MOVES, WHEN

The dashboard knows before the field calls.

  • VENDOR-LEDVendors update commit dates and shipping status directly. No more relayed messages through the PM.
  • OFFLINE CAPTUREReceive deliveries on mobile with a photo and a signature. Works without signal; syncs when it's back.
  • EARLY WARNINGWhen a long-lead item slips, the dashboard knows before the schedule meeting.
  • DOCUMENTEDEvery delivery captured with photo + packing slip. No more "we never received that."
UPCOMING DELIVERIESWK 14 — 19 · ALL DIVISIONS
WK14WK15WK16WK17WK18WK19
ON-TIME UNCONFIRMED DELAYED
04 / THE GC ROLLUP

Every division. Every project. One screen.

HOW THE GC SEES THE PORTFOLIO

From portfolio to division to item — in three clicks.

  • PORTFOLIO VIEWEvery active job in the portfolio, all live.
  • DIVISION HEALTHGreen / yellow / red on each division based on delivery status.
  • DRILL DOWNOne click from portfolio to division-level detail.
  • RISK QUEUEThe "what's slipping right now" view. Sorted by impact to schedule.
jordan-co · gc / portfolio4 ACTIVE · 11 DIVISIONS · SYNC LIVE
PROJECT222326272833
East Tower 2$180M · 1.4M SF
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Riverwalk Phase 3$92M · 720K SF
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Lakeside Medical$140M · 480K SF
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Westgate Logistics$58M · 1.1M SF
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05 / NOTIFICATIONS

You hear about a slip when it happens. Not when the field calls.

01 / REAL-TIME SLIP ALERTS

The minute the vendor pushes a date, the right people know.

When a vendor pushes a commit date, the right people get notified the same minute. PM, super, procurement lead — configurable per project.

02 / DELIVERY-WEEK DIGEST

One Monday email. What's expected, what's confirmed, what's at risk.

Every Monday: what's expected this week, what's confirmed, what's at risk. One email. No clicking around.

03 / LONG-LEAD WATCHLIST

The items that decide the schedule, watched proactively.

Switchgear, transformers, AHUs, curtain walls — the items that decide the schedule. Watched proactively, with custom thresholds per project.

06 / REPORTS

Every status, every change, every delivery — exportable in the format your team already uses.

01 / DIVISION REPORTS

Clean delivery-status reports, by division, project, or date range.

Generate a clean delivery-status report by division, by project, or by date range. PDF or spreadsheet.

02 / OWNER SUMMARIES

Owner-ready summaries, in one click.

What got delivered, what slipped, what's coming. Owner-ready, in one click.

03 / HISTORICAL DATA

Every change, every commit, every delivery — captured forever.

Every change, every commit-date update, every delivery captured with timestamp and user. Nothing gets lost.

Ready to see it on a real project?

Request a demo