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What is a submittal intelligence system?

A submittal intelligence system is software that takes the submittal process off a construction team's desk from bid to closeout. It reads the spec book, lists what the project requires, builds the submittal packages, tracks them, and proves where every row came from.

The definition

Submittals were never one task. They are a chain that starts the day the bid documents arrive and ends when the closeout binder is accepted, and every link in it has been done by hand for as long as there have been project manuals. Read the book. List the products. List the submittals. Find the documents. Build the submittal packages. Send them. Track them. Absorb the addenda. Do it all again for closeout.

A submittal intelligence system takes the whole chain. It reads the project manual itself, so the list comes from the book and not from a person's memory of it. It works from bid to closeout, so the product list your estimator uses on Thursday is the same log your project engineer sends from the week of award. It builds the submittal packages, matching each specified product to the manufacturer's documents and stacking them behind a transmittal on your form. And it shows its work: every row points at the page it came from, and every row the system was unsure about is flagged for a person.

Four tests any tool has to pass

  1. It reads the spec book itself. Not a list you typed, not a template. The project manual goes in and the rows come out with page numbers on them.
  2. It works from bid to closeout. The same rows serve the estimate, the submittal log, the schedule, the tracking, and the closeout package. Nothing gets typed twice.
  3. It builds the submittal packages. Product data, SDS, and shop drawings matched from a database and assembled behind a transmittal, ready to review and send. A list with a status column is a log, and a log is where the work starts.
  4. It shows its work. A source page on every row. A flag on every row it could not resolve. A person in the loop before anything goes out.

What fails which test

A log tool passes the first test and stops at the third: it tells you what you owe and leaves the submittal packages to you. A project platform is where finished submittals go to be routed and stored; it does not read the book. A human submittal service does build the submittal packages, by hand, for a monthly fee per project, and the source trail lives in somebody's inbox. Run any tool through the four tests, including ours. That is what they are for.

The arc, as SubPro runs it

Read the full method
  1. Bid day. Upload the project manual. Every specified manufacturer and product lands on its own row with its page. The estimator bids from the list.
  2. The submittal log. After award, the rows become the log, grouped by CSI division: section, type, description, page. Rows the system was unsure about carry a flag.
  3. The submittal packages. Each row is matched to the manufacturer's documents in SubPro's database and assembled behind a transmittal on your form, one PDF per submittal.
  4. Send and track. Email from the app. The architect's response is recorded, the stamped copy stored, and every row shows its days out.
  5. Schedule and warnings. A front-loaded schedule in construction order, long-lead flags, and a drop-dead date on every row: if this does not go out by then, it cannot be on site when the phase needs it.
  6. Addenda and modifications. The revised book is compared to the original section by section. Only what changed is re-read, and every changed row points at the change that caused it.
  7. Ask the book. Chat with the spec book or the log in plain language, with citations you can click.
  8. Closeout. The closeout rows and the closeout package, built from the record the job already made.
  9. Handoff. Excel files that import into the platform your team already runs. SubPro is not the system of record, and it does not want to be.

Why we named it

For years this category was called submittal software, and most of it was a list with a status column. We named the whole job instead. Bid to closeout, with the work shown, is the standard a system has to meet to earn the name: it does the reading, the building, the tracking, and the proving. That is the bar SubPro is built to, and it is the bar we would like you to hold any tool to. Ours included.

Questions about the category

Is a submittal intelligence system the same thing as submittal software?

No. Submittal software, as most people use the term, means a log with a workflow around it. A submittal intelligence system reads the spec book itself, builds the submittal packages, and shows its source on every row. A log is one of its outputs.

Does it replace the project platform we already use?

No. The platform stays the system of record. SubPro builds the log and the submittal packages and hands them off as PDF and Excel that import into it. Nothing about how your GC receives submittals has to change.

What does “shows its work” mean?

Every row carries the page it came from, so a reviewer can open the project manual to that page in one click. Rows the system could not resolve are flagged for a person. Nothing is hidden behind a confidence score you cannot check.

Does it estimate the job?

No. On bid day it gives the estimator the complete list of specified manufacturers and products, each with its page. Pricing, quantities, and takeoff stay with the estimator.

Send us one spec book.

Bring a project manual to a fit call. What comes back is the bid-day list, the drafted log, and one finished submittal package, and you can run the four tests on all three yourself.