PocketPM v8 — Bid Bigger. Build Smarter. Win More.

Contract Value

$4.2M

+$183K in COs

Schedule

Day 142

3 days behind

Open RFIs

1 overdue A/E 49d

Submittal Queue

Need action

Project Health

Budget (CPI 0.96)96%

Schedule (SPI 0.98)98%

Inspection Pass Rate87%

Submittals Closed78%

Open Action Items

OverdueRFI-003 — Beam pocket (A/E 49 days)

OverdueSubmittal 019-A — Door hardware (no submission)

Due TodaySubmittal 014-B — Roofing membrane

9 DaysABC Mechanical — Insurance expires Apr 1

CQM-C3-Phase Prep — Electrical rough-in Lvl 2 Mon

Upcoming Milestones

Milestone	Planned	Status
MEP Rough-In Lvl 2	Apr 4	At Risk
Drywall Complete	Apr 18	On Track
Above-Ceiling Insp.	Apr 22	On Track
Substantial Completion	Jul 14	Tracking

Recent Activity

Daily Log AI-generated — 168 workers, Lvl 2 MEP active

Today

RFI-008 opened — Roof drain conflict with FP

Today

Submittal 012-A returned Approved as Noted

Yesterday

CO-003 $47,200 approved — electrical scope

Mar 20

Total Subs

—

Qualified

—

Expiring 30d

—

Pending Docs

—

Subcontractor Registry

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Registry Completeness

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Expiration Alerts

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Build a prequalification package from your registry. AI scores it against owner requirements.

Prequal Package Builder

Owner / Agency

Project Type

Estimated Contract Value

Financial statements (3-yr audited) Insurance certificates Surety bond capacity letter EMR history (3-yr) Similar project experience (5 projects) Key personnel resumes MBE/WBE certifications CQM-C certification docs

AI Package Assessment

Configure and click Generate to see AI-scored readiness assessment.

Drawing Set — Rev 3 (Mar 1, 2026)

Sheet	Title	Discipline	Rev	Date	Open RFIs	Status
A-101	Floor Plan — Level 1	Architectural	3	Mar 1	—	Current
A-102	Floor Plan — Level 2	Architectural	3	Mar 1	—	Current
S-101	Foundation Plan	Structural	3	Mar 1	RFI-003	RFI Open
M-101	Mechanical — Level 1	Mechanical	3	Mar 1	—	Current
E-101	Electrical — Level 1	Electrical	3	Mar 1	—	Current
FP-101	Fire Protection — Level 1	Fire Protection	2	Feb 8	RFI-007	RFI Open

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Addenda Log

Addendum	Date	Sheets	Status
Addendum 1	Feb 2	3 sheets	Incorporated
Addendum 2	Mar 1	5 sheets	Incorporated

4 submittals require action — 1 overdue, 1 due today, 1 Revise & Resubmit, 1 pending A/E >14 days.

Submittal Register

#	Description	Spec	Sub	Submitted	A/E Due	Disposition
001-A	Structural Steel Shop Drawings	05 12 00	Steel Plus	Feb 14	Mar 14	Approved
008-A	HVAC Ductwork Shop Drawings	23 31 13	Apex Mech.	Feb 28	Mar 28	App. as Noted
012-A	Electrical Panel Schedules	26 24 16	Bright Elec.	Mar 10	Apr 10	Pending A/E
014-B	Roofing Membrane — Product Data	07 52 16	Premier Roof.	Mar 18	Apr 4 !	Pending A/E
019-A	Door Hardware Schedule	08 71 00	Not assigned	Not submitted	OVERDUE	Overdue
031-A	Fire Alarm Devices & Riser	28 31 11	Bright Elec.	Mar 1	Mar 31	Revise & Res.

RFI Log

RFI #	Subject	Drawing	Ball in Court	Submitted	Days Open	Cost Impact	Status
003	Beam pocket depth — Grid B/4	S-201	Structural EOR	Feb 2	49	TBD	Overdue
007	Roof drain sizing — FP conflict	FP-101	MEP EOR	Mar 19	4	None	Open
005	Window sill flashing — Add.2 conflict	A-501	—	Feb 20	—	$4,800	Closed

AI RFI DrafterAI-Powered

Describe the field condition and Pocket PM AI drafts a complete AIA G716 RFI.

RFI Subject

Affected Drawing(s)

Field Condition / Question

Beam pocket conflict

Duct clearance issue

Missing power stub-out

Punch List

#	Description	Location	Trade	Priority	Due	Status
P-001	Missing security screw in strike plate — door 112A	Lvl 1, Rm 112	Door Hardware	Medium	Mar 28	Closed
P-002	Door closer not adjusted — door 218B not latching	Lvl 2, Corr. B	Hardware	Medium	Apr 4	Open
P-003	Missing silencers — door 224A (3 required)	Lvl 2, Rm 224	Hardware	Low	Apr 4	Open
P-004	Molex connector not used — field-spliced wire door 108A	Lvl 1, Entry	Low Voltage	High	Mar 29	In Progress
P-005	LIFE SAFETY — Exit device door 102A not functioning	Lvl 1, Stair 1	Hardware / FA	Life Safety	TODAY	Escalated

Original Contract

$4.02M

Approved COs

$183K

3 change orders

Current Contract

$4.20M

CPI

0.96

Watch — 4% over

Budget by CSI Division

Div.	Description	Budget	Committed	Actual	% Cmplt	Variance
03	Concrete	$342K	$342K	$342K	100%	$0
05	Structural Steel	$620K	$618K	$618K	100%	+$1.5K
07	Thermal & Moisture	$210K	$210K	$165K	79%	$0
23	HVAC	$580K	$580K	$261K	45%	-$18.2K
26	Electrical	$490K	$537K	$196K	40%	-$47.2K

CPM Schedule — Riverside Medical Bldg C

Activity	Planned Start	Planned Finish	Forecast	Status
Notice to Proceed	Oct 1, 2025	Oct 1, 2025	Oct 1, 2025	Complete
Structural Steel Erection	Nov 15, 2025	Jan 10, 2026	Jan 10, 2026	Complete
Building Enclosed / Dry-In	Jan 25, 2026	Feb 28, 2026	Mar 3, 2026	3 days late
MEP Rough-In Level 2	Mar 10, 2026	Apr 4, 2026	Apr 7 (fcst)	Critical — At Risk
Above-Ceiling Inspection	Apr 10, 2026	Apr 22, 2026	Apr 25 (fcst)	Tracking late
Substantial Completion	Jul 14, 2026	Jul 14, 2026	Jul 17 (fcst)	3 day risk

CQM-C Three-Phase Inspection System. Each DFOW must complete Preparatory, Initial, and Follow-Up phases before work is covered or concealed.

Definable Features of Work (DFOW) Register

DFOW #	Feature of Work	Spec	Subcontractor	Phase	Status	Score
DFOW-001	Structural Concrete — Slab on Grade	03 30 00	GC Self-Perform	Follow-Up	Complete	96
DFOW-002	Structural Steel Erection	05 12 00	Steel Plus Inc.	Follow-Up	Complete	97
DFOW-003	MEP Rough-In — Level 1	23 31 13 / 26 05 00	Apex / Bright Elec.	Follow-Up	Complete	84
DFOW-004	MEP Rough-In — Level 2 ← ACTIVE	23 31 13 / 26 05 00	Apex / Bright Elec.	Initial Phase	In Progress	Active
DFOW-005	Drywall Framing & Hang	09 21 16	GC Self-Perform	Preparatory	Not Started	—
DFOW-006	Door Frame & Hardware Install	08 11 13 / 08 71 00	GC / Hardware Sub	Not Started	Upcoming	—
DFOW-007	Roofing — TPO Membrane System	07 52 16	Premier Roofing	Not Started	Upcoming	—

Phase Progress

Preparatory Complete4/7

Initial Complete3/7

Fully Closed3/7

Special Inspections (IBC Ch.17)

Type	DFOW	Status
Concrete — Cylinder Breaks	DFOW-001	Complete
Steel — Weld Visual	DFOW-002	Complete
Steel — Bolt Torque	DFOW-002	Complete
Fireproofing — Thickness	DFOW-002	Sched Apr 8

Active DFOW: DFOW-004 — MEP Rough-In Level 2. Select a phase tab below.

① Preparatory

② Initial

③ Follow-Up

DEF #	Description	Location	Trade	Severity	Logged	Due	Status
DEF-041	Ductwork support spacing exceeds 8 ft — Rooms 218-219	Lvl 2	Apex Mech.	Major	Mar 21	Mar 24	Open
DEF-042	Conduit strap missing within 3 ft of J-box — Rm 220	Lvl 2	Bright Elec.	Major	Mar 23	Mar 25	Open
DEF-043	LIFE SAFETY — Fire barrier sleeve missing, Corridor B	Lvl 2	Bright Elec.	Life Safety	Mar 23	Mar 24	Escalated

Total Open

Life Safety

Immediate action

Overdue

Closed This Week

Avg 1.4 days

All Deficiencies

DEF #	DFOW	Description	Trade	Severity	Logged	Due	Days	Status
DEF-038	DFOW-003	Duct support at 10 ft — exceeds SMACNA 8 ft max	Apex Mech.	Major	Mar 12	Mar 15	—	Closed
DEF-039	DFOW-003	Conduit strap missing within 3 ft of J-box Rm 114	Bright Elec.	Major	Mar 14	Mar 17	—	Closed
DEF-041	DFOW-004	Ductwork support spacing exceeds 8 ft — Rooms 218-219	Apex Mech.	Major	Mar 21	Mar 24!	2	Open
DEF-042	DFOW-004	Conduit strap missing within 3 ft of J-box Rm 220	Bright Elec.	Major	Mar 23	Mar 25	0	Open
DEF-043	DFOW-004	LIFE SAFETY — Fire barrier sleeve missing, Corridor B	Bright Elec.	Life Safety	Mar 23	Mar 24!	0	Escalated

Repeat Item Analysis

Top Repeat Items

3xHVAC duct support spacing — exceeds SMACNA 8 ft max

2xConduit strap missing within 3 ft of J-box (NEC 300.11)

Response Time by Trade

Apex MechanicalAvg 2.8 days

Bright ElectricAvg 1.2 days

PLAN — Pre-Task Intelligence

Next DFOW: DFOW-005 Drywall — Starts April 18

HISTORICAL DEFICIENCIES — DRYWALL

🔴 Backing missing at grab bar locations (ADA rooms)

🟠 Blocking missing at wall-mounted equipment

🟠 Screws too close to panel edge — 3/8 in min required

🟡 Type X vs Type C — wrong product in fire-rated assembly

DO — Active DFOW-004 Snapshot

Open Deficiencies

Life Safety

Overdue

Closed Week

LIFE SAFETY — DEF-043: Fire barrier sleeve missing. Work must NOT be concealed. PM + Principal alerted.

CHECK — Quality Trend

Apex Mechanical74% pass — 4 repeat items

Bright Electric81% pass — 2 repeat items

Steel Plus Inc.97% pass — 0 repeats

AI Flag: Apex Mechanical shows recurring SMACNA violations (3rd occurrence). Recommend pre-task talk before DFOW-005.

ACT — Lessons Learned

Action taken: Added SMACNA duct spacing to DFOW-004 pre-task talk. Repeat items reduced 5 to 3.

For DFOW-005: Add backing/blocking inspection to prep checklist based on drywall deficiency history.

AI Estimating Engine — describe scope, get a CSI-organized estimate with RS Means benchmarks. Project: Riverside Medical Bldg C · Charlotte, NC

Subcontractor ITB Generator

Auto-generate trade-specific Invitations to Bid from your estimate scope.

HVAC / Mechanical (Div 23)

Electrical (Div 26)

Plumbing (Div 22)

Roofing (Div 07)

Bid Leveling Matrix

Trade	RS Means Budget	Sub Bid #1	Sub Bid #2	Variance	Rec.
HVAC	$580,000	$568,000	$612,000	-2%	Use #1
Electrical	$490,000	$537,000	$498,000	+2%	Negotiate
Roofing	$148,000	$161,000	$144,000	-3%	Use #2

Original Contract

$4,020,000

Approved COs

$183,200

3 approved

Pending PCOs

$94,500

2 in negotiation

Revised Contract

$4,203,200

+4.6% growth

Change Order Log

CO #	Description	Initiated By	Reason	Amount	Days	Submitted	Status
CO-001	Added electrical outlets — Rooms 208-212	Owner	Owner Directed	+$28,400	0	Jan 15	Approved
CO-002	Window sill flashing redesign — RFI-005	GC	Design Error	+$4,800	3	Mar 2	Approved
CO-003	Electrical scope additions — BAS integration panel	Owner	Owner Directed	+$47,200	0	Mar 15	Approved
PCO-004	Unforeseen rock excavation — NE corner site work	GC	Differing Site Conditions	+$67,500	5	Mar 20	Under Review
PCO-005	Additional fire blocking — AHJ field directive	GC	Code Compliance	+$27,000	0	Mar 22	Submitted

AI Change Order PricingAI-Powered

Describe additional scope and the AI generates AIA G701-format pricing.

Scope of Additional Work

Reason Code

Schedule Impact (days)

CO Category Analysis

Owner Directed$75,600 (41%)

Differing Site Conditions$67,500 (37%)

Code Compliance$27,000 (15%)

Design Error$4,800 (3%)

AIA G702 / G703 Pay Application — Application No. 7 · Period: March 1–31, 2026

This Application

$312,480

Retainage (5%)

$15,624

Net This Period

$296,856

Total Billed to Date

$2,204,160

52.5% complete

G703 Schedule of Values — Application No. 7

Item	Description	Scheduled Value	Prev. Billed	This Period	Stored Matl.	Total to Date	% Cmplt	Balance	Retainage
1	General Conditions	$201,000	$160,800	$16,083	$0	$176,883	88%	$24,117	$8,844
3	Concrete (Div 03)	$342,000	$342,000	$0	$0	$342,000	100%	$0	$17,100
4	Structural Steel (Div 05)	$620,000	$620,000	$0	$0	$620,000	100%	$0	$31,000
7	HVAC (Div 23)	$580,000	$261,000	$87,000	$29,000	$377,000	65%	$203,000	$18,850
8	Electrical (Div 26)	$537,200	$196,000	$107,897	$0	$303,897	57%	$233,303	$15,195
TOTALS		$3,669,200	$1,997,000	$312,480	$47,000	$2,357,480	64%	$1,311,720	$117,874

G702 Application Summary

Click "Generate G702 with AI" above to produce the complete AIA G702 Application and Certificate for Payment for owner submission.

Contract Value

$4.20M

A101 Stipulated Sum

High Risk Items

Action required

Upcoming Deadlines

Within 7 days

Subcontracts

4 executed · 1 pending

Contract Health

Notice ComplianceAt Risk — 5-day clause active

Change Order ManagementMonitor — 4.6% CO growth

Subcontract Execution1 unsigned (ABC Mech.)

Lien Waiver CollectionCurrent through App. 6

Urgent Contract Actions

HIGH — Claims Notice Deadline

PCO-004 (rock excavation) — 5-day notice clause. Verify notice was sent. Art. 15.1.2

HIGH — Subcontract Not Executed

ABC Mechanical — AIA A401 not yet signed. Execute or issue stop-work immediately.

MEDIUM — Pay App Cert. Deadline

Application No. 7 submitted Mar 23. Architect must certify by Apr 2. Follow up if no response by Mar 30.

Complete AIA document library — click any document to get an AI-powered summary of key contractor obligations, rights, and risk provisions.

Owner-Contractor Agreements (A-Series)

A101

Standard Form of Agreement — Stipulated Sum

Fixed-price lump sum contract. Most common on commercial projects.

Active

A102

Standard Form of Agreement — Cost Plus with GMP

Cost-reimbursable with guaranteed maximum price.

A201

General Conditions of the Contract

Incorporated by reference into A101/102/103. The rulebook.

Active

A401

Contractor–Subcontractor Agreement

Standard subcontract for all trade relationships.

G-Series Contract Administration Forms

G701

Change Order

Formal execution of contract sum and time changes.

3 executed

G702

Application and Certificate for Payment

Monthly pay application cover form.

App.7 Pending

G704

Certificate of Substantial Completion

Milestone document triggering warranty period.

Pending Jul 14

G716

Request for Information (RFI)

Formal design clarification request.

2 open

AIA A201 Article-by-Article ReferenceAI-Powered Deep Dive

Select any article above for AI-powered analysis.

Contract Clause Risk ScannerAI-Powered

Paste any contract clause for instant AI risk analysis compared to AIA standard language.

Contract Clause

Document Type

Focus Area

Sample High-Risk Clauses

Pay-if-Paid Clause

Liquidated Damages

No Damage for Delay

Risk Analysis Output

Paste a clause and click Analyze, or select one of the sample high-risk clauses above.

Risk Assessment History — This Session

No clauses scanned yet this session.

High Risk Items

Immediate action

Medium Risk

Monitor closely

Low Risk

No action needed

Last AI Review

Mar 23

2026

Contract Risk Register — Riverside Medical Bldg C (AIA A101 + A201)

Article	Provision	Risk	Standard Language	Contract Deviation	Recommended Action
Art. 15.1.2	Notice of Claims	HIGH	21 days from event	Contract reduced to 5 days	Calendar-flag every RFI, change event, and delay occurrence. Send written notice within 3 days to be safe.
Art. 5 / A401	Subcontract Not Executed	HIGH	Subcontracts executed before work begins	ABC Mechanical working without signed A401	Execute A401 immediately or issue stop-work notice today.
Art. 3.18	Indemnification Scope	HIGH	Limited to Contractor negligence	Broad form — includes partial owner negligence	Verify enforceability under NC anti-indemnity statute (NCGS 22B-1). Consult legal counsel.
Art. 14.1.3	Contractor Termination Cure	MEDIUM	7-day cure period	Modified to 3 days	Keep daily logs impeccably current. Any owner-identified issue must be addressed within 24 hours.
Art. 8.3	Delay Damages	MEDIUM	Time extension for excusable delays	No-damage-for-delay clause added	Document ALL owner-caused delays in daily logs and formal delay notices. Build the record now.
Art. 9.7	Late Payment Interest	LOW	Legal rate from date due	Standard AIA language — no deviation	No action required. Favorable provision intact.

2 critical deadlines within 7 days. The 5-day notice clause in this contract makes timely documentation essential.

Active Notice Obligations & Deadlines

Notice Type	AIA Article	Trigger Event	Notice Deadline	Status	Days Left
Claim — Differing Site Conditions	Art. 15.1.2	Rock encountered NE corner Mar 20	Mar 25, 2026	OVERDUE — Verify sent	-2
Pay App Certification	Art. 9.4.1	App. 7 submitted Mar 23	Apr 2, 2026	Pending — A/E action	6

AI Notice DrafterAI-Powered

Describe the event requiring notice. AI drafts a formal written notice in AIA-standard format.

Event Requiring Notice

Notice Type

AIA Article Reference

Notice Log

Notice of Potential Claim — Window FlashingSent

Feb 20 · Art. 15.1.2 · $4,800 claimed · Resolved as CO-002

Claim — Differing Site Conditions (Rock)Verify Status

Mar 20 trigger · 5-day deadline Mar 25 · PCO-004 $67,500 · CONFIRM NOTICE WAS SENT

1 subcontractor (ABC Mechanical) is working without an executed AIA A401. This must be resolved immediately.

Subcontract Register (AIA A401)

Sub	Trade	Contract Value	Retainage	Insurance	A401 Status
Apex Mechanical LLC	HVAC / Plumbing	$778,000	5%	Current	Executed Jan 8
Bright Electric Co.	Electrical	$537,200	5%	Current	Executed Jan 12
ABC Mechanical	HVAC (Supplem.)	$198,000	5%	Exp. Apr 1	NOT EXECUTED
Steel Plus Inc.	Structural Steel	$620,000	5%	Current	Executed Oct 20
Premier Roofing	Roofing	$161,000	5%	Current	Executed Feb 1

AI Subcontract Scope ReviewAI-Powered

Subcontract Scope to Review

Subcontractor Name

Contract Value

A401 Flow-Down Checklist

A201 General Conditions incorporated by referenceRequired

Insurance requirements matching prime contract minimumsRequired

Retainage percentage matching prime (5%)Required

Pay-when-paid clause (not pay-if-paid — verify NC law)Required

Change order notification obligations flowing down to subVerify

Lien waiver requirements — conditional and unconditionalVerify

Project closeout requires a complete package of AIA forms, lien releases, warranties, and as-built documents. Track every required item here.

Closeout Document Tracker

Document	Form	From	Status
Certificate of Substantial Completion	G704	Architect	Not Yet — Jul 14
Contractor's Affidavit — Payment of Debts	G706	GC	Not Yet
Contractor's Affidavit — Release of Liens	G706A	GC	Not Yet
Consent of Surety to Final Payment	G707	Surety	Not Yet
Punch List — All Items Resolved	—	GC / Owner	In Progress
Final Lien Waivers — All Subcontractors	—	All Subs	Through App. 6
O&M Manuals — All Systems	—	GC / Subs	Collecting
As-Built Drawings	—	GC	In Progress
Certificate of Occupancy	—	AHJ	Not Yet

Lien Waiver Tracker

Conditional Lien Waivers — Current Period (App. 7)

Apex Mechanical LLCPending — Due Apr 4

ABC MechanicalCannot waive — sub not under contract

Steel Plus Inc.Received

Premier RoofingPending

EMR

0.82

Industry avg 1.0

Days Since Recordable

Open Safety Observations

Corrective action req.

Toolbox Talks YTD

Weekly cadence

OSHA Compliance by Active Work ScopeAI-Powered

Current Active Work Scope

Click to generate applicable OSHA standards, required PPE, competent person requirements, and pre-task safety steps for the active scope.

OSHA 300 Log — 2026

Date	Employee	Description	Days Away	Recordable
Feb 4	J. Hernandez	Sprained ankle — uneven terrain at site entrance	2	Yes
No recordable incidents since February 4 (47 days)

Safety Observations — Open

Mar 21 — Apex Mech.: Worker observed not wearing hard hat in active lift zone. Verbal correction issued.

Mar 22 — Site: Scissor lift guardrail gate left open while elevated. Near-miss filed.

Mar 23 — Stair 2: Temporary stair handrail loose — 3 fasteners missing. Maintenance crew notified.

AI Toolbox Talk GeneratorAI-Powered

Topic / Upcoming Work

Audience

Site-Specific Safety Plan Generator — AI builds a OSHA-compliant written safety plan from your project scope.

Safety Plan Builder

Project Name

Project Size (SF)

Peak Workforce

High-Risk Activities on This Project

Fall protection — work at height above 6 ft (29 CFR 1926 Subpart M) Aerial lifts / scaffolding (29 CFR 1926 Subpart L) Excavation and trenching (29 CFR 1926 Subpart P) Steel erection (29 CFR 1926 Subpart R) Silica exposure — grinding/cutting concrete (29 CFR 1926.1153)

Safety Plan Output

Configure high-risk activities and click Generate. AI produces a OSHA 29 CFR 1926-compliant site-specific safety plan ready for superintendent signature and crew review.

PM AssistantClaude AI

QUICK QUESTIONS

Project status + risks

Submittal risks

Draft A/E follow-up letter

3-Phase prep checklist

OSHA — MEP rough-in

3-week look-ahead

Hi — I am your Pocket PM assistant for Riverside Medical Building C. I have full project context: submittals, RFIs, registry, budget, schedule, and CQM-C quality data. What do you need?

AI Daily Log GeneratorAI-Powered

Enter basic field data and the AI generates a complete professional daily construction report.

Date

Weather

Work Performed Today

Total Workers on Site

Visitors / Inspections

Division	Description	Unit	Qty	Unit Cost (RS Means)	CCI Adj.	Total	% of Project
TOTAL DIRECT COST
General Conditions (8%)
Overhead & Profit (12%)
TOTAL BID PRICE