Project Documentation & Visualization Agents

Progress records, as-builts and turnover packages kept dated and complete, with your project executive approving what is delivered.

Records And Turnover

When The Record Of The Project Is Scattered Across Systems

Over the life of a project, a general contractor or construction manager accumulates progress photos, reality-capture scans, marked-up drawings, as-built information, inspection reports, warranties and manuals. They sit in different platforms with different people, yet the owner expects a complete turnover package, and claims and disputes depend on a dated record.

PRESWERX builds agents that organize this material as it arrives, tie photos and scans to locations and dates, compare as-built information with the contract documents, track what each trade partner still owes for closeout and assemble the turnover package against the owner's requirements.

The document control manager and the project manager review the record, and the project executive approves what is delivered. The same dated record is there if a question comes up later.

A man seated at a desk studying a digital floor plan on screen, with a printed copy of the plan beside it
Across The Project Record

From Progress Capture To The Turnover Package

How It Works For Document Control

From Scattered Records To A Delivered Package

1

Connect To The Project Record

The agent reads photo and scan libraries, the document platform, drawing sets and closeout requirements, within the access your IT team grants.

2

Organize, Compare And Flag For Project Records

It sorts records by location and date, compares as-built information with the contract documents and flags missing or inconsistent closeout items.

3

Review And Deliver

The document control manager and project executive approve the package that goes to the owner, and the record is retained under your policy.

Records In Practice

Where Project Teams Use Them

Progress Records On A Convention Center

On a negotiated-contract convention center, the agent files progress photos and reality-capture scans by area and date, links them to the schedule activities and shows how each area changed between captures. The project engineer checks the filing.

As-Builts On A Design-Build Hospital

The agent compares as-built markups from trade partners with the design-build drawing set and lists the differences that affect other systems. The document controller and the design lead review each difference before the as-built set is issued.

Closeout Tracking On A Student Center

On a student center delivered under CM at-risk, the agent tracks the manuals, warranties, spare materials and training records owed by each trade partner, prepares reminders for the project engineer to review and builds the turnover binder as items arrive.

A Dated Record For A Disputed Change

When an owner disputes a delay on a public safety building built under hard bid, the agent assembles the dated photos, log entries and correspondence for the period in question. The project executive and the company's counsel review the record before it is used.

Questions From Project Teams

What Project Documentation Leaders Ask

Which systems does the documentation agent connect to?

Your document control platform, drawing sets, photo and reality-capture libraries and closeout requirements, for example in Procore, Autodesk Construction Cloud or Oracle Aconex. Each connection goes through your IT and security review.

How are records retained and protected?

Retention follows your policy and the owner's contract terms. We review storage, access and retention with your IT lead before connecting, and the agent keeps a log of what it filed and compared.

Who approves a turnover package?

The document control manager and project manager review the package, and the project executive approves what is delivered to the owner. The agent never releases a deliverable.

Can records be consistent across projects and offices?

Yes. Every project's records are organized by location, date and scope in the same way, so leadership and counsel can find what they need whichever team ran the project.

Where would a rollout begin?

With one project team and one record type, typically closeout tracking or progress photo filing. Once reviewers approve the output, the approach extends to as-builts, other projects and other offices.

Will the agents take the place of our document controllers?

No. Document controllers remain responsible for the record. The agent sorts, compares and tracks, so they can spend time on exceptions and on the owner's requirements.

Start With The Records You Need At Turnover

Tell us which progress, as-built or closeout process to look at first, and an engineer will show you where an agent fits.

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