Project Management

Run your project day to day — from the first email to the final photo.

All Features

Mail

Structured project correspondence, configured your way.

  • Configurable Mail Types — Define correspondence types like site instructions, RFIs, and general correspondence with sequential numbering, custom fields, and per-project activation.
  • 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 and a cross-module file picker that attaches documents, drawings, photos, or any other record in one click — plus distribution groups, reusable templates, and multiple signatures.

Directory

Your entire project network, organised and connected.

  • 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.

Site Diary

Record daily site activity with structured log entries, custom columns, weather and labour tracking, and calendar or list views. Capture entries on the native mobile and desktop apps — even with no signal; everything syncs automatically once you are back online.

Documents

Construction document management from upload to approval.

  • Register, Viewer & 3D BIM — Manage documents with rich metadata and revisions in a multi-format viewer — PDFs, Excel workbooks, and native 3D BIM/IFC models you can orbit, section, and measure — with split view for side-by-side comparison.
  • Drawing Annotation & Markup — Mark up drawings with pins, clouds, callouts, stamps, and measurements, thread comments with @mentions against each markup, and resolve them through a full annotation register tracked per revision.
  • 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 & Cross-Project Search — Drag-and-drop upload with a staging area for bulk registration, AI-powered semantic search and auto-categorisation, plus a sidebar search bar that spans every project you can access.

Meetings & Actions

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

Site Messages

Broadcast announcements and updates to your entire site team.

Whiteboard

Collaborate visually on shared whiteboards for markups, sketches, and planning — real-time collaborative communication for the whole project team.

Photos

Capture site photos straight from the mobile app — even offline — with automatic location tagging, album management, and sync when you reconnect.

Open Items

Track outstanding tasks through to resolution.

Build With Confidence

Secure, cost effective and intuitive. Teralo is your central construction management software.

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