Features
Feature rich to keep you equipped.
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, attach files or reference other mail and documents, use 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.
Documents
Construction document management from upload to approval.
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.
Procurement
Manage your entire procurement lifecycle from packages to contracts.
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.
Progress Claims
Process payment claims with schedule breakdowns, retention management, and multi-step approval workflows.
Budget Tracking
Track contract budgets with detailed cost breakdowns, fund transfers, and variance analysis.
Financial Dashboard
Monitor contract health with real-time metrics for progress, claims, retention, and budget execution.
Permissions
Granular access control for your entire platform.
Permission Templates
Create custom role templates with specific permissions bundled together for easy assignment.
User Assignment
Assign permission templates to users with organisation grouping and real-time updates.
Multi-Level Scoping
Manage permissions at both organisation and project levels with template inheritance.
Build with confidence
Intuitive, fast, and familiar. Teralo is your central construction management software.