Features

Feature rich to keep you equipped.

Mail

Structured project correspondence, configured your way.

Mail screenshot

Configurable Mail Types

Define correspondence types like site instructions, RFIs, and general correspondence with sequential numbering, custom fields, and per-project activation.

SI
RF
GC

Threaded Correspondence

Track full mail trails with parent-child threading, configurable reply types, status workflows, and a complete audit history.

Rich Composition

Compose with a rich text editor, attach files or reference other mail and documents, use distribution groups, reusable templates, and multiple signatures.

Directory

Your entire project network, organised and connected.

Directory screenshot

People & Organisations

Manage your project team with a full directory of people and organisations. Add existing users, create new accounts, or onboard entire organisations with a guided wizard.

Membership Workflows

Control organisation access with a three-state membership model, join applications, and admin review — automatically triggered when users are added to projects.

Distribution Groups

Create named recipient groups scoped to each project for quick addressing in mail, with members organised by their company.

Documents

Construction document management from upload to approval.

Documents screenshot

Document Register & Viewer

Manage documents with rich metadata, revisions, and a multi-format viewer supporting PDFs with annotations, Excel workbooks, and native 3D BIM/IFC models — with split view for side-by-side comparison.

Transmittals & Workflows

Track document distribution with a transmittal matrix linked to correspondence, and route documents through approval workflows with sequential or parallel review steps.

Upload & Search

Drag-and-drop upload with a staging area for bulk registration, plus AI-powered semantic search and auto-categorisation across your entire document library.

AI

Procurement

Manage your entire procurement lifecycle from packages to contracts.

Procurement screenshot

Package Management

Create and manage procurement packages with scope definition, budget allocation, and schedule of values.

Tender Administration

Issue tenders, manage bid submissions, evaluate suppliers, and track the full tender lifecycle.

Supplier Coordination

Maintain your supplier database, track performance history, and streamline communication.

Contracts

Complete contract lifecycle management from award to completion.

Contracts screenshot

Progress Claims

Process payment claims with schedule breakdowns, retention management, and multi-step approval workflows.

5% RET

Budget Tracking

Track contract budgets with detailed cost breakdowns, fund transfers, and variance analysis.

-15%
+10%
-5%

Financial Dashboard

Monitor contract health with real-time metrics for progress, claims, retention, and budget execution.

78%
$2.4M
5.2%

Safety & Compliance

Keep your sites safe and compliant.

Safety & Compliance screenshot

Inspections

Run site inspections with configurable checklists, location-based tracking, issue escalation, and a dashboard showing completion rates, open issues, and compliance trends.

12
38
5

Incidents & Injuries

Log incidents and injuries with severity classification, investigation workflows, corrective actions, and exportable reporting for regulatory compliance.

3 Open

Permits

Manage work permits with configurable types, multi-step approval workflows, expiry tracking, and a central register for full compliance visibility.

Draft
Pending
Approved

Site Operations

Run your site, every day.

Site Operations screenshot

Site Diary

Record daily site activity with structured log entries, custom columns, weather and labour tracking, and calendar or list views for quick historical lookup.

Mon
14
Tue
15
Wed
16
Thu
17
Fri
18

Meetings & Actions

Schedule meetings, capture minutes with attendees and agenda items, and track action items through to completion with assignee and due-date visibility.

Bookings & Scheduling

Book shared resources like cranes, rooms, and plant across board, week, and register views with conflict detection and team-wide visibility.

Room A
Room B
Crane
8:00
9:00
10:00
11:00

Quality & Submissions

Quality control from submission to sign-off.

Quality & Submissions screenshot

Submittals & Packages

Group submittals into packages, track each through multi-step review and approval workflows, and maintain a full register with status filtering and audit trails.

Submitted
Review
Approved

Method Statements

Create and version Safe Work Method Statements with review cycles, approval tracking, and a central register linking each SWMS to the relevant scope of work.

v2.1
v1.3
v3.0

Inductions & Licences

Manage site inductions, track personnel licences with expiry alerts, and process approval queues so only qualified workers access your project.

Valid
Expiring
Expired
2 Awaiting Approval

Intelligence

Insights that drive better project decisions.

Intelligence screenshot

Project Dashboard

See your project at a glance with configurable KPI cards covering safety scores, contract health, schedule progress, and team activity — all in one customisable view.

94%
$4.2M
82%
17

AI Chat

Ask questions about your project in natural language and get answers grounded in your documents, contracts, and correspondence — with multi-conversation support.

Reports

Generate custom reports across financial, safety, and progress data with flexible filters, scheduled delivery, and export to PDF, Excel, or CSV.

$1.2M
+8%
94%
Export

More Tools

Everything else you need to run your project.

Photos

Capture and organise site photos with location tagging and album management.

Whiteboard

Collaborate visually with a digital whiteboard for markups and planning.

Equipment

Track plant and equipment across projects with availability and maintenance logs.

SDS

Manage Safety Data Sheets with bulk upload, search, and compliance tracking.

Observations

Log safety observations to identify hazards before they become incidents.

Program

Manage project schedules and milestones with timeline visibility.

Site Messages

Broadcast announcements and updates to your entire site team.

Open Items

Track outstanding tasks and defects through to resolution.

Permissions

Granular access control with role templates and multi-level scoping.

Build with confidence

Intuitive, fast, and familiar. Teralo is your central construction management software.