9 Best Construction Document Management Software for Projects

Construction might be a hands-on job, but it involves a lot of paperwork, too. There are work orders, bidding applications, and other documents that your business needs to manage for each project. Having the right document management software makes a huge difference in your workflow and sets your company up for success.

Document management software, or DMS, helps you manage important documents at your business. It creates, saves, and updates documents, producing a smoother communication process for clients and a secure storage system for your business. With a good DMS, you can produce, distribute, and edit documents from one place.

In this article, we’ll review the best construction document management software, the pros and cons of each, and how to choose the right one for your company.

Best Construction Document Management Software for Projects

These nine solutions are the best providers of construction document management software. They include project management features, secure document storage, and team collaboration tools.

1. Thryv

Thryv’s document storage tool helps small business owners stay organized through dedicated views and customer profiles. It lets you upload documents, photos, and videos, and share items directly with customers and team members. Customers even get a personal “portal” to view and interact with documents online.

All your files are safely secured within this cloud-based system, so you can quickly access documents at home or on the go. You also gain access to a CRM and payment system, where you can create documents like invoices, estimates, and quotes. These documents are added to your customer profiles, making it easier to track and view the progress of different projects.

2. Archdesk

Archdesk is ideal for companies with multiple teams or people working in designated roles. Its document management tool is built into its project management software, which also includes an appointment scheduler, workflow manager, and a budgeting tool.

Archdesk also provides a feature that organizes your RFIs (requests for information) so you can manage changes and exchange information with clients. You and your customers will stay on the same page even if you have to pivot a project or update a deadline.

3. Autodesk

Autodesk isn’t your traditional document management solution. It caters strongly toward those involved in the design end of construction, like architecture. If that’s your area of expertise, it’s incredibly powerful and can accommodate massive visual files that other storage options can’t.

Autodesk offers each tool a la carte, so you can choose which is best for your business. If you’re unsure what to buy, you can work with its expert sales team or a certified partner to find the right package for your business.

4. Contractor Foreman

Specifically designed for contractors, this tool stores documents for teams on the go and in the field. Its mobile app has excellent editing and annotating features, so you can collaborate with teams and vendors on job sites or in the office.

The document storage tool includes project and people management solutions like vehicle logs, checklists, and RFIs. It also offers plenty of tools for communicating with coworkers, such as team chat, incident reporting, and hosting safety meetings.

5. Buildertrend

Source

Buildertrend is geared toward commercial and residential construction managers. Its handy mobile app helps you track people, time, and tasks and can upload all your documents while on the go. You can also edit within the mobile app to create documents like change orders, estimates, and inventory reports.

The software’s reporting tools provide in-depth insights into topics like budgeting and project performance. You can build your own reporting dashboards or choose from one of the pre-made templates provided. It’s great for getting a snapshot of your performance and checking where your business stands on each project.

6. LogicalDoc

Source

LogicalDoc tracks documents and ensures they’re in the right place at the right time. The automated features help you stay organized even when multiple documents are active on several projects, and documents are automatically scanned for dates, keywords, and categories. You can use this information to search for specific files or organize your database by different document types. Overall, this is a handy solution for enterprise-level businesses looking to go paperless.

7. Dropbox

Dropbox is a well-known and popular document management system used by all types of companies and industries. You can sync it across all your devices, and the mobile app has just as many features as the desktop version.

Dropbox is cost-effective, so if you’re a smaller company that needs a lot of storage, it’s a great choice to get started. The free account has 2GB of storage, so you can test this system before committing to a full-time plan. Additional features include signatures, video reviews, and automatic backups.

8. Cloud PM

Source

Cloud PM gives you unlimited users on all pricing tiers, so there’s plenty of room for growth and collaboration with your team or partners. It also lets you create unlimited projects, giving your business more flexibility during peak hours and busy holiday seasons.

You can manage documents with this tool’s bid management and file-sharing systems. You can also create expediting reports and task reminders that keep your team in the loop on different projects. There’s even a “project blog” where you can post updates and share news with coworkers and stakeholders.

9. Procore

Source

Procore is one of the best-known project management solutions in the construction industry. It boasts a powerful document control system and provides a single access point for all documents related to each project. That makes finding exactly what you’re looking for easy and keeps your business organized over time.

Additional features include estimates and bid management, and Procore’s real-time tracking software allows you to track productivity in the field or on each job site.

Construction Project Management Document Software

Picking the right document management software can feel like a project in its own right. You have to find a system that fits your needs but doesn’t create more work for your business. Rather than inputting data and asking for signatures, the right document management software should smooth out these processes and make your company more efficient.