Documentation & Communication

Cloud-based construction management platform connecting project stakeholders across the build lifecycle.

Buildertrend is a cloud-based construction project management platform purpose-built for residential homebuilders, custom home builders, and remodelers. Founded in 2006 in Omaha, Nebraska, it serves 20,000+ contractors and has been used on more than half of all new home builds in the U.S. The platform unifies sales management (CRM, proposals, e-signatures, email marketing), project management (scheduling, change orders, daily logs, punch lists, client portal), and financial management (estimates, budgets, job costing, invoicing, payments, warranties) into a single subscription. It offers native iOS and Android apps and integrates with QuickBooks, Xero, Gusto, Salesforce, HubSpot, and other tools. Backed by Bain Capital Tech Opportunities and HGGC since 2020; acquired CoConstruct in 2021.

Autodesk Build is a cloud-based construction project management platform that evolved from PlanGrid and BIM 360, now part of the Autodesk Construction Cloud (Forma Build) suite. It centralizes document management, RFIs, submittals, cost management, scheduling, field operations, quality, and safety workflows across the full construction project lifecycle. Trusted on 2M+ projects globally, it is used by general contractors, specialty subcontractors, and owners on commercial, industrial, and institutional projects.

Xactimate is the industry-standard property damage repair cost estimating platform developed by Xactware, a subsidiary of Verisk Analytics. Originally founded in 1986 and acquired by ISO (now Verisk) in 2006, it is used by approximately 80% of insurance repair contractors and 19 of the top 25 U.S. property insurers. The platform provides a continuously updated regional pricing database covering materials, labor, and equipment for hundreds of geographies, enabling restoration contractors, roofers, painters, and general contractors to produce insurance-defensible estimates. Xactimate operates across desktop, web, and mobile and includes tools like Sketch AR (LiDAR-powered floor plan capture), XactScope (guided estimating), XactRebuild (mitigation-to-rebuild workflow automation), Time and Materials job cost tracking, and XactAnalysis for claims performance dashboards and workflow management.

Sage 100 Contractor is a construction-specific accounting and project management platform built for small to mid-size specialty contractors and general contractors. Originally developed as Master Builder Software (founded ~1980 by Dan Smith), acquired by Intuit in 2001, then by Sage Software in 2006, and rebranded Sage 100 Contractor. The platform integrates job cost accounting, construction payroll (including union and certified payroll), estimating, project management, service dispatch, scheduling, and document control in a single system. It supports both on-premise and cloud-hosted deployment and is used by approximately 18,000+ contractor businesses across the US.

Viewpoint Vista is an enterprise-grade construction ERP platform owned by Trimble, built for mid-size to large general contractors, specialty subcontractors, and commercial contractors. It delivers a deeply integrated accounting-first suite spanning job costing, payroll, HR, project management, equipment management, service management, and document control. Part of the Trimble Construction One ecosystem, Vista runs on Microsoft Azure and serves contractors with annual revenues ranging from $50 million to over $1 billion.

Samsara is a publicly traded (NYSE: IOT) connected operations platform providing AI-powered GPS fleet tracking, ELD compliance, dash cams, equipment management, and IoT telematics for physical operations industries. Founded in 2015 by the co-founders of Meraki (acquired by Cisco), Samsara serves transportation, construction, field services, and public sector fleets with a unified platform covering vehicle telematics, safety coaching, workforce management, and digital workflows. The platform integrates with 300+ third-party applications and provides an open developer API.

DocuSign is the market-leading electronic signature and intelligent agreement management platform, used by 1.7 million customers including 95% of Fortune 500 companies. Widely adopted by contractors across all trades for proposals, contracts, change orders, lien waivers, and service agreements. The platform has expanded beyond e-signature into a full agreement lifecycle suite (IAM) with AI-powered contract analysis, CLM workflows, web forms, payments, and 1,000+ integrations. Listed on NASDAQ as DOCU.

Procore Safety is the dedicated safety management module within the Procore construction management platform (NYSE: PCOR). It provides contractors and project owners with tools for incident tracking, safety inspections, field observations, worker certifications, toolbox talks, OSHA compliance reporting, and the Safety Hub — a centralized dashboard giving safety directors and superintendents a unified view of safety performance across all projects. Built for general contractors and specialty trades, it integrates tightly with the broader Procore platform including scheduling, field productivity, and financial management.

simPRO is a cloud-based field service management and job management platform purpose-built for trade contractors. Founded in 2002 in Brisbane, Australia by an electrical contractor and a software engineering student, it covers the full job lifecycle from quoting and estimating through scheduling, dispatch, inventory, invoicing, and reporting. It is widely used by HVAC, plumbing, electrical, fire protection, and general-contracting businesses across Australia, New Zealand, the UK, and the US. The platform scales from single-trade service companies to multi-division commercial contractors with project management complexity.

Fieldwire by Hilti is a cloud-based jobsite management platform purpose-built for commercial construction field teams. It connects field crews and office staff through plan management, task coordination, punch lists, inspections, RFIs, submittals, change orders, and BIM viewing. Acquired by Hilti Corporation for $300M in November 2021, Fieldwire serves over 4 million projects globally and targets general contractors, specialty subcontractors, project owners, and architects across commercial, industrial, heavy-civil, and residential construction.

eSUB is a cloud-based construction management platform built exclusively for commercial specialty subcontractors. Founded in 2008 and headquartered in San Diego, CA, it centralizes project documentation (RFIs, submittals, change orders, daily reports), field-to-office communications, time and materials tracking, job costing, and progress billing. eSUB Cloud targets trade contractors—electrical, HVAC, plumbing, mechanical, concrete, masonry, drywall, and structural steel—who need a field-first, mobile-capable system that integrates with accounting platforms such as QuickBooks and Sage rather than replacing them.

Cloud-based construction preconstruction and operations platform offering AI-accelerated takeoff, estimating, proposal generation, and field collaboration tools. Serves general contractors, specialty subcontractors, and suppliers with solutions spanning plan management, digital measurement, cost estimating, and mobile field operations. Founded by Phil Ogilby and Justin Ogilby, STACK integrates with major ERP and accounting systems including QuickBooks, Sage, and Acumatica.

PlanSwift is a Windows-based digital takeoff and estimating software by ConstructConnect (a Roper Technologies company) that allows construction contractors to click directly on digitized blueprints to measure areas, lengths, and counts, then automatically generate material and labor cost estimates. Originally founded in 2007 and acquired by ConstructConnect in 2018, it serves general contractors and specialty trades with customizable assemblies, Excel live-link integration, a QuickBooks export plugin, and an AI-powered Takeoff Boost suite. Priced at $2,000/year for the Professional plan.

JobNimbus is a cloud-based CRM and project management platform purpose-built for residential exterior contractors, with the strongest concentration in roofing, siding, gutters, and remodeling. Founded in 2013 in Lehi, Utah, it serves 8,000+ contractor businesses with tools spanning lead tracking, estimating, proposals, scheduling, invoicing, payments, and marketing automation. JobNimbus acquired SumoQuote (quoting) and Roofer Marketers (digital marketing agency) in 2023, and raised a $330M growth investment from Sumeru Equity Partners in November 2024. It is widely regarded as the leading CRM for roofing sales-focused contractors.

AccuLynx is an all-in-one business management platform built exclusively for roofing contractors. Developed by ExactLogix, Inc., it covers the full job lifecycle from lead capture and CRM through estimating, production scheduling, material ordering, insurance restoration tracking, invoicing, and payments. The platform integrates directly with aerial measurement providers (EagleView, Hover, GAF QuickMeasure), major roofing distributors (ABC Supply, SRS Distribution, QXO), and QuickBooks, making it the dominant vertical SaaS choice for residential and commercial roofing companies.

Hatch is an AI-powered omnichannel communication platform built for home improvement and home services contractors. It automates lead engagement, estimate follow-ups, appointment confirmations, and customer outreach via text, email, and voice AI agents — helping contractors close more leads without adding headcount. The platform integrates with leading field service CRMs, lead sources, and technology partners, and is trusted by more than half of the top 20 QR 500 home improvement companies.

CompanyCam is a photo documentation and field communication platform purpose-built for contractors. Founded in 2015 by Luke Hansen out of his family's roofing business in Lincoln, Nebraska, the platform lets field teams capture timestamped, GPS-tagged photos and videos, annotate images, manage project timelines, run AI-powered checklists and reports, collect in-app payments, and collaborate with customers and subcontractors — all organized by job. Serving 140,000+ contractors and pros across 50+ trades, CompanyCam is a documentation-first layer that integrates with field service management, estimating, and CRM tools rather than replacing them.

PandaDoc is a cloud-based document automation and e-signature platform that helps contractors and sales teams create proposals, contracts, and quotes faster. Widely used by general contractors, roofing companies, HVAC firms, and other trades to build branded proposals from templates, collect legally-binding e-signatures, and process payments — all in one workflow. Integrates with CRMs like HubSpot and Salesforce and accounting tools like QuickBooks.

SafetyCulture is a mobile-first workplace operations and safety platform (originally launched as iAuditor in 2012) used by 76,000+ organizations globally. It enables field teams to conduct digital inspections, report issues, manage assets, assign corrective actions, and track compliance — all from a mobile device. Widely adopted in construction, electrical, plumbing, HVAC, and roofing trades for site safety audits, quality checklists, equipment maintenance, and incident documentation. The platform works offline and syncs automatically, making it practical for job sites with limited connectivity.

ISNetworld is a cloud-based contractor and supplier information management platform used by large industrial and capital-intensive organizations to prequalify, monitor, and manage contractor safety compliance. Operated by ISN Software Corporation (founded 2001, Dallas TX), it serves approximately 900 hiring clients — over 170 Fortune 500 companies — and 90,000+ contractor and supplier accounts across 85 countries. Core functions include HSE documentation collection and review, safety metric benchmarking (TRIR, DART, EMR), insurance and financial risk verification, worker-level training tracking via the Empower platform, and analytics dashboards. It dominates the oil & gas and energy sectors (~70% penetration) and is widely required by large operators as a condition of contractor engagement.

GoCanvas is a mobile-first field data collection and workflow automation platform that replaces paper forms with digital mobile forms, inspections, checklists, and reports. Founded in 2008 and headquartered in Reston, VA, it serves 5,000+ companies across construction, electrical, HVAC, plumbing, roofing, and other field service industries. Acquired by Nemetschek Group in 2024 for approximately $770 million, GoCanvas enables field crews to capture photos, GPS data, e-signatures, and barcodes offline with automatic cloud sync, then route data to back-office systems via native integrations with QuickBooks, Salesforce, SAP, and Zapier.

Home inspection software with report writing, scheduling, and payment processing for home inspectors.

Home and property inspection software with customizable templates and report generation.

Construction field management app for daily reporting, time tracking, and project documentation.

Aerial measurement and property intelligence platform providing instant roof, wall, and property measurements from aerial imagery for contractors and insurers.

3D property measurement platform using smartphone photos to generate instant, accurate exterior measurements for siding, roofing, windows, and doors contractors.

onware is construction contract-administration and business-intelligence software that centralizes project documentation and turns construction data into reporting dashboards for owners and contractors.

Aerie Hub provides a centralized platform for construction documentation, enabling teams to manage and share project information efficiently. It is designed for general contractors, subcontractors, and project owners seeking to streamline their document workflows.

Agile Handover provides a digital platform for managing the handover process in construction projects. It helps contractors and project teams streamline the delivery of project documentation, operations & maintenance manuals, and asset information to clients.

ATSER provides comprehensive software solutions for construction quality management and project controls. It is designed for engineering, construction, and materials testing firms to manage project lifecycles, ensure compliance, and track field and lab data.

BlackBoiler provides AI-powered contract review software that automates the process of reviewing and marking up legal documents. It helps legal teams and businesses streamline contract negotiations by identifying deviations from standard playbooks.

ConsensusDocs provides standard construction contract documents and forms designed to promote project efficiency and reduce risk. It serves general contractors, subcontractors, and project owners across the construction industry.

GoFormz is a mobile forms and data capture platform that enables businesses to digitize their paper forms for field data collection. It serves various industries, including construction and skilled trades, to streamline workflows and improve data accuracy.

iBinder is a cloud-based platform designed for digital project management and document handling in construction and real estate projects. It provides a centralized hub for collaboration, information sharing, and quality assurance for various stakeholders.

LinkedField provides field management software for construction companies to streamline daily reporting, safety, and project communication. It helps teams manage projects from the field with real-time updates and comprehensive documentation.

Newforma provides project information management (PIM) software for architecture, engineering, and construction (AEC) firms. It helps teams manage project data, communications, and workflows to improve collaboration and project delivery.

OpenAsset is a Digital Asset Management (DAM) system specifically designed for architecture, engineering, and construction (AEC) firms. It helps these companies centralize, organize, search, and share their project photos, videos, and marketing collateral efficiently.

Paperless Environments provides document management and workflow automation software designed to digitize and streamline business processes. It helps construction companies manage, store, and process documents like invoices, contracts, and forms digitally.

PART3 is a construction project management platform designed to streamline documentation and communication workflows. It helps general contractors and specialty trades manage submittals, RFIs, change orders, and daily logs efficiently.

Penta provides comprehensive enterprise resource planning (ERP) software specifically designed for large construction and field service contractors. It integrates project management, accounting, field operations, and human capital management into a single platform.

PermitFlow streamlines the construction permitting process by automating applications, tracking statuses, and managing documents. It is designed for builders, contractors, and developers to accelerate project starts and ensure compliance across various jurisdictions.

ProcurePro is a cloud-based procurement platform designed to streamline the tendering and contracting process for construction projects. It helps general contractors and developers manage their supply chain, reduce costs, and mitigate risks.

ProjectReady is a project management and collaboration platform designed for the construction industry. It helps contractors manage documents, communications, project controls, and compliance throughout the project lifecycle.

ProjectTeam is a cloud-based construction project management platform designed to streamline project workflows and enhance collaboration. It serves general contractors, owners, and specialty contractors managing complex projects from pre-construction through closeout.

Quantum Dimensions provides document management and collaboration software designed to streamline information flow for project-centric industries. It helps construction teams manage, share, and track project documents efficiently across various stakeholders.

Tonic DM is a communication platform designed for construction teams to centralize and organize project correspondence. It helps general contractors, subcontractors, and project owners manage emails, RFIs, submittals, and other documents in a single, searchable record.

DADO is a construction document-search platform that uses AI to instantly find specs, submittals, and project documents across a project's file library.

WebFM makes OmTrak, construction and facility document-management software that centralizes drawings, O&M manuals, defects, and handover data for owners, contractors, and facility managers.

Residential HVAC commissioning and diagnostic platform — pulls live readings from 80+ Bluetooth tools, scores the system against rated conditions, and produces a customer-ready report before the tech leaves.