Drawing & Document Control Software
CrestDocs
Allows all users to connect and collaborate securely and effectively online from anywhere at all stages of a project from inception to completion and archive.
Benefits of CrestDocs
Collaborate across all your team and enjoy faster project delivery with reduced costs utilizing more efficient processes.
Improve Communication
- Instantly search, distribute, and share documents
- Automatic and configurable notifications keep users informed
- Comprehensive dashboards and reports for clear visibility
Manage Technical Documents
- Revision history, distribution, and approval tracking
- Integration with Outlook for email control
- Redlining, snagging, and enquiry management options
Increase Productivity
- Easy-to-use interface reduces software training time
- Digital approval and commenting capabilities to minimise delays
- Automated workflows for increased productivity
Secure Storage
- Cloud-based and on-premise options are available
- Powerful access control settings for multiple users
- Comprehensive audit trail of all document transactions
Explore Features
Control all your drawings, documents, technical queries and emails in one place.
Drawing & Document Details
Depending on user permissions view, add and edit drawings and documents and maintain a full revision, distribution, and approval history that can be accessed anywhere on a laptop, tablet, or mobile.
Bulk Upload & Download of Documents
Fast bulk upload and download of drawings & documents enables the team to interact with the latest information. Consultants and subcontractors can upload documents for approval and distribution.
Comprehensive Search Facilities
Search for documents by many attributes either ad hoc or with predefined filters which can be available to users on a project-by-project basis.
RFI / TQ Management
Automatically create & answer all technical queries online and create live RFI / TQ registers.
Track Outstanding RFI / TQ’s
Easily identify technical queries that are holding up the project and generate reports and send reminders.
Capture Queries On Site
Import standard company templates so all users are utilising the same RFI, CVI, IR, and SI format for project standardisation. CrestDocs forms can be designed and completed onsite with a tablet or mobile devices.
Manage Communications
Manage letters and emails to maintain a live correspondence register with built-in permissions to restrict access to confidential correspondence or invoices and other sensitive documents.
Outlook Integration
Unique Outlook integration that allows emails to be imported directly into CrestDocs with automatic notifications informing team members of actions.
Markup & Add Comments
Draft and send letters for approval to management and store standard letter templates to enable company consistency.
Tender Management
Improve tender management with a tender register linked to all associated documents including tender appraisal forms.
Manage Approved List of Subcontractors and Supplier
Pre-qualify Subcontractors and Suppliers and manage their performance on-site with built-in appraisal forms. Minimise the risk of obtaining quotes from poor performing subcontractors.
Distribute Tender Documents
All drawings and associated tender documents can be easily distributed with a trackable download link to a pre-defined list of subcontractors and suppliers.
Dashboards
Fully customisable dashboards can be configured to be companywide, by project, or by job function.
Comprehensive Reports
Reports can be generated and exported to a variety of formats helping the project team track progress of approvals and outstanding RFI’s and TQ’s.
Mobile Friendly Capture
Site inspection and snagging reports can be easily generated utilising a tablet or mobile phone. These reports can be generated on or offline and uploaded when an internet connection is available.
Frequently Asked Questions
Before deciding to invest in our solutions please find below some common questions customers have asked us.
Yes, CrestDocs is a hosted solution which just requires a browser to access. The solution is hosted in a UK based Microsoft data centre but if required can be hosted on a clients own data servers.
CrestDocs can be provided as an unlimited Company or Project licence where all associated clients, consultants, sub-contractors and suppliers can have access.
Yes, please contact us on +44 (0)345 500 3636 or email [email protected] and we will be happy to discuss your options.
CrestDocs can be used to manage tender enquiries, import emails direct from Outlook, and has Snagging and Site inspection options.
CrestDocs can be used to manage standalone construction projects with clients, contractor, subcontractors and suppliers all benefitting from its time saving collaboration. Companies can also use CrestDocs to manage and control all drawings and documents.
Crest Software and have been providing software solutions for the Construction and Engineering Industries within the UK and overseas for over 30 years. Crest Software provides Project Planning, Estimating / Valuation and Drawing and Document Management solutions backed up with a UK based software development, software helpdesk and training and consultancy services.
Yes, our 5 star help desk is there and yes you can speak to someone. We also provide email and remote support if you prefer. Click here to read about the experience our users have had.