Construction · FROM THE SITE TO THE OFFICE

Keep the next step clear on every job.

Bring site teams, office follow-ups and supporting files into one shared view of the work. Give each action a responsible person and a due date.

Get started for Construction

Create a verified account and prepare your organization. Paid activation is unavailable; no cards, live trials or charges are enabled.

WORKFLOWS WITH PLANMERIT TOOLS

Make the next action visible.

Example workspace: Northside renovation. The examples below are suggestions you can create manually, not preloaded templates or automatic integrations.

Plan the weekly work

Use a board for each job or phase. Assign task owners, set priorities and due dates, and use table, Kanban and calendar views to prepare the weekly conversation.

Confirm concrete delivery — site lead
Complete pre-pour checklist — project manager
Resolve access issue — coordinator

Keep field questions with the task

Record a question as a task, attach the relevant PDF or site photo, and discuss the next step in comments. Assignment and comment notifications help the people involved follow up.

Clarify door opening dimensions
Attach the marked-up drawing PDF
Record the agreed next action in a comment

Coordinate handover

Track closeout actions with a task owner, status and date. Private attachments hold supporting documents, while role permissions let viewers review the work without editing it.

Collect equipment manuals
Check outstanding finish items
Confirm client walkthrough date

AVAILABLE CAPABILITIES

Shared tools for your team.

Companies, workspaces, boards and tasks with assignees, priorities, due dates and statuses.
Table, Kanban, due-date timeline and calendar views; task activity history.
Task comments, private task attachments and in-app assignment/comment notifications.
Profile and organization settings, invitation links and role-based member management.

Workspace access follows your organization’s permissions and entitlement. Creating an account does not activate a paid workspace.

Build a clearer way to work.

Start with your construction organization. Your selected industry follows you through signup and onboarding.

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