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Industry Insight Resources

Construction Submittals: What Are They & Why Are They Important?

Construction management software is transforming the industry landscape and changing the way everyday tasks are handled by automating complex processes and creating a more efficient approach to project management. In this blog, we’ll discuss how our software can help you more effectively manage the submittals process, one of the most fundamental components to a successful project. 

What are construction submittals? 

Construction submittals are critical documents that can come in various forms and consist of multiple elements—for example, shop drawings, material data, color charts, product cut sheets, samples, and finished product components. Depending on the project, construction submittals can involve thousands of different items.

 

Before any construction actually begins, all of the equipment, materials, and specific details of the project are outlined in submittals and given to the architect and engineer for review and approval. Submittals allow the design professionals to review project details on a granular level, and to provide approval before any items are fabricated or delivered. This helps mitigate any unnecessary setbacks to the timeline or budget. The quality of submittals is extremely important as the level of detail and accuracy will directly impact the overall success of the project.

How does the submittals process work?

The submittals process begins early in the project phases and guides project execution, cost, quality and success. One of the first steps taken by a project manager or contractor after the execution of a construction contract and issuance of the “Notice to Proceed” is to submit technical specifications to the architect and engineer for approval as required by the contract documents. 

 

Once received, the architects and engineers use the information provided in the submittals to verify the quantity of materials and products needed to complete a project. The submittals process also gives design architects the opportunity to select colors, patterns and types of material that were not decided upon prior to the completion of construction drawings. It’s important to note, however, this is not an opportunity for the architect to select different materials than what was agreed upon—rather, it’s to clarify the selection within the quality level indicated in the spec sheets and the quantities shown on plans. 

 

After submittals are reviewed and approved by the product and design teams, they’re returned to the project manager which signifies they’re approved for construction or fabrication. 

How can we help? Premier Construction Software Submittals Feature with the annotational tool bar

Submittals are extremely important because they drive the accuracy of project completion, the timeline and line items on the budget. Therefore, managing the submittals process is one of the most important duties of the project manager or contractor; however, the submittals process has traditionally been considered long and arduous given the amount of detailed data and specifications required for every facet of a project. 

 

In the past, the submittals process required tedious and time-intensive manual data entry into programs like Excel, creating room for human error and inaccuracies. Construction management software automates this complex process and dramatically improves data accuracy, document management and sharing, team communication and collaboration, and more—all of which ends up saving you valuable time and money and contributing to project success. 

 

We’re excited to announce that we’ll be launching a new submittals feature in October in order to help you with the following: 

  • Create & Email Submittal Link to Multiple Parties
  • Live Collaboration with Any Third Party – No Extra Fee
  • Construction Specific Annotation Tool Bar – Add Stamps, Boxes, Comments etc.
  • Accessible on Any Device
  • Merge Multiple Files Together, Sort & Regroup
  • Track Responses, Due Dates, Version Control & Full History
  • Easily View All Submittals History
  • Customize Workflow Configuration
  • Ability to Revise & Resubmit
  • View & Share Historical Responses
  • Automate New Requests for Revisions
  • Set Due Dates & Track Overdue Items
  • Easily View Comments by Page on the Same Screen
  • Auto-Stores in Document Management

 

For more information about our new submittals feature, or to schedule a personalized product tour, click here.

 

Author Biography:

Kathryn Dressler is a content strategist with more than 10 years of experience across the spectrum of marketing services, including blogging, social media, public relations, copywriting and editorial services.

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Industry Insight Resources

Best Practices For Software Implementation

Beginnings are always messy and this is often true in the Construction Industry. Especially at the start of a new project, which can make the entire project messy from day one. Through proper planning, possible pitfalls can most definitely be avoided.

The same can be said for implementing new construction software. Contractors often hesitate investing in a more efficient system – typically not due to the cost, but rather the anticipated stress associated with change management.

By applying your skills and know-how of running a successful and profitable construction project, you can avoid these common missteps when implementing a new construction software. Below are some of the most common roadblocks and related best practices to curb them.

1. Begin with a Plan

When you purchase a new construction software package, approach the implementation process the same way you would approach a new job – with a solid plan. Tap into the resources of your software provider in order to develop a logical and effective implementation strategy in order to be successful. They have helped thousands of clients before you, so with an open mind, allow them to be your trusted partner throughout the process.

2.  Define Success

 

Success is more than simply having the system up and running. Look deeper into defining what success is. What procedures have you found that haven’t worked with your current software and how can those procedures be improved? Identify these measurements of success at the onset of implementing new software.

3.  Assign a Project Manager Lead

 

Typically, you wouldn’t begin a new job without a Project Manager, so do not start a software transition without one. Ensure you have a dedicated Project Manager on board from your company and ensure they play a substantial role during the implementation process. Ultimately, the Project Manager will be one of the champions during start to finish of implementation and further on.

4.  Review Old Procedures

 

The main reason for changing software packages is to increase productivity and profitability. In order to increase this, it is important to review old procedures in order to make the necessary adjustments. Spend the time up front to establish a more standardized structure for all of your jobs and overall operations within your company.

5.  Review Outdated Information

 

Before switching over to your new software provider, review all of your records. By eliminating duplicate vendors, evaluating outstanding items and updating employee information – you can start with a clean set of data, which will help you when developing new procedures or tweaking existing ones.

6.  Approach Implementation in Phases

 

Transitioning over to a new software package should be approached in phases, just like a job. Map out each phase along with your software provider and share this with your team leads. By approaching this in phases, it will keep your staff from feeling overwhelmed as you move throughout implementation because you are giving them time to learn the basics before adding more complex functionality.

7.  Stay Positive and take Advantage!

 

Implementing new software can come with a bag of changing emotions – excitement, dread, frustration and impatience. Change can be difficult but remaining positive and taking advantage of the support your software provider is arming you with, will make all the difference! Keep an open line of communication between yourself and your team, as well as the software provider. Increase your knowledge base and overall efficiency by taking advantage of any additional resources, webinars and much more. Most importantly, take a hands on approach to training in order to utilize the software to is maximum ability.

 

Change is necessary for growth. Set expectations early on and approach the brand new implementation process with a solid strategy!

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Industry Insight Mobile Resources Trends & Technology

Jonas Premier Favored for Contract Management by Capterra

In a recently published article for Capterra, Content Marketing Analyst, Rachel Burger ranked Jonas Premier in the top 10 best constructions software packages for contract management. Citing Premiers unlimited document storage, ease of use and reputation for customer service excellence as defining features, Burger went on to explain that the criteria used in narrowing down her extensive list of candidates consisted of: Is the software industry specific? Is it applicable for commercial construction? Are there contract management features, and ease of use.

As a provider of fully integrated Construction Project Management and Accounting Software, Jonas Premier offers cutting edge cloud based software for today’s contractors. With complete access to your data from the office, job site, and even the airport, you can make the right decisions for your business at all times. Good bye Citrix, good bye VPN, and welcome to safer, faster software.

 

About Capterra:

Capterra is a website that offers unbiased third party software advice and reviews, you can check them out here.

Rachel Burger is a Content Marketing Analyst, and you can check out some of her writing here.

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Accounting Industry Insight Job Costing Resources Trends & Technology

Jonas Premier Listed in Top 10 by SoftwareAdvice

In a recent article, SoftwareAdvice.com listed Jonas Premier amongst the top ten most popular construction software products. The three metrics used to determine the rankings were, user adoption level, search traffic, and social media presence weighted by 75%, 14% and 10% respectively. Of these companies, Premier ranked the highest of the providers that offer true cloud, combined integrated project management and accounting software.

 

As a general contractor, moving to a cloud based project management and accounting software is the first step towards expanding the scope of your business. By moving to an electronic cloud based, integrated solution you can expect a significant improvement in job costing and tracking, greatly reduced double entry, and data access in any situation. Moving to cloud will keep you relevant in the ever evolving world of construction and provide you with an edge against the competition.

 

Jonas Premier is crafted on a modern software architecture that is both flexible and simple to use. Some of the features that Premier offers include sides of Accounting, Job Cost, Progress Billing, Subcontract Management, Financials, Customer Portals and MS Projects Integration just to name a few.

 

About Software Advice

Software Advice is a trusted resource for construction software buyers. They provide detailed reviews and research on thousands of software applications.

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Industry Insight Resources Trends & Technology

Premier Announces Integration with Microsoft Project

Jonas Premier, a leading integrated cloud construction software solution, announces integration with Microsoft Project, a leader within the project management software industry. Phase 1 of this integration is set to be released in early December 2015.

Markham, Ontario, Canada (PRWEB) October 23, 2015 —

 

The goal of this integration is to enhance the accessibility of schedule information, allowing employees across the business to view project schedules from one central location. Any time a project schedule is updated, the revised schedule is automatically updated within Jonas Premier as well. This eases the burden of sharing schedules via email, which reduces the issues of viewing an outdated schedule and making decisions with inaccurate information.

 

Parham Mousavi, Director of Operations with Jonas Premier, is excited about the benefits this integration will provide, “With this integration between Jonas Premier and MS Project, existing Premier clients will not only be able to save time by having project schedules updated automatically, but they will also experience greater accessibility with all schedule information stored within the Jonas Premier system. All project schedules will be accurate and available in real-time, providing our clients with the confidence to make better decisions moving forward.”

 

The integration between Jonas Premier and Microsoft Project makes sharing project schedules easy, as everyone with access to the Premier system can view Gantt Charts, critical paths, schedules, and more, all in real-time. By automating this process, there is no requirement to import or export documents, which can be time consuming and cumbersome. Through a simple push of the button, project schedule information is made available to any Premier user, at any time and from anywhere through the integrated Jonas Premier cloud server.

 

Phase 2 of this integration, set to be released during Q1 of 2016, will further enhance this integration by providing Premier users with the ability to push estimated and actual costs to Microsoft Project, automatically creating the cash flow report in the process. As the project progresses, this integration will be able to automatically populate costs as well. This can be done instantaneously with a simple push of the button, saving a lot of time in the process.

 

About Premier

Premier is a fully integrated, cloud-based construction accounting software solution ideal for General Contracting businesses. Running in the cloud, it provides you with the ability to access and input key business information anytime, anywhere. It is built on modern software architecture, fully flexible and is simple to use. The complete offering for contractors includes: Accounting, Job Cost, Subcontract Management, Billing, Progress Billing, T&M Billing, Financials, Project Management, Bank Management, Purchase Order, Inventory, Time Entry, Integrated Document Storage, Field Mobile Apps, and Vendor and Customer Portals