Submittal Packages and Product Data Sheets for Contractors | TruTec

Platform / 05 Submittals

Submittals built from the job you won.

Every material on the won estimate comes in with its quantity and its data sheet. Out goes one branded PDF for the GC: a cover to stamp, a contents page and every product sheet.

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1 PDFcover, contents and every product sheet, in the order you set
0 retypingmaterials and quantities come straight from the estimate you won
1 uploadturns a maker’s whole catalog into a sheet per product
Every revisionkept on the job exactly as it went to the GC
From the estimate

01 · From the estimate

The won job starts the package.

Tick the materials on the won estimate and each one comes in with its quantity and the data sheet your catalog keeps for it. Or let AI read the spec book first.

A TruTec submittal for Oak Hollow Plaza: ten materials from the won estimate, each with its quantity and its data sheet
TruTec reading the project spec book: the submittal packages each section asks for, ready to add

Every material, with its quantity

Materials on the won estimate come in with the quantities you bid.

Sheets attach themselves

Each material brings the data sheet your catalog keeps for it.

The spec book, read for you

AI reads the specs and lists the packages the GC expects, section by section.

05.1
Data sheets

02 · Data sheets

Every sheet on file. The missing ones found.

Upload a manufacturer’s catalog once and AI splits it into a sheet per product, each filed on the right material. A sheet that’s still missing is a click away online.

TruTec reading a manufacturer’s product catalog: ten products found, each with its pages and the material it goes on
TruTec finding a missing data sheet online: the product’s own technical data sheet, linked from the maker’s page

One catalog, every product

Upload a maker’s catalog and AI cuts it into one sheet per product.

Filed on the right material

Each sheet lands on its material, so the next job attaches it automatically.

Found online

TruTec reads the maker’s product page and puts the product’s own data sheet first.

05.2
The package

03 · The package

A package the GC can stamp and return.

A branded cover with a reviewer stamp box, a contents page with page numbers, then every product sheet, all in one PDF. Keep the pages that matter and box the exact product.

A TruTec submittal package: the branded cover with the reviewer stamp box, the contents page with page numbers and a data sheet with the product code boxed in red
Pages and boxes in TruTec: the product code on a data sheet boxed in red, found by AI

Cover, contents, sheets

Your logo and the project on the cover, every item and its page number in the contents.

The exact product, boxed

Pick the pages and draw a red box around the product. AI finds the model number for you.

Plant pages for landscape

Every plant gets a one-page plant data sheet, drafted from public sources for you to check.

05.3
Send & track

04 · Send & track

Sent from your inbox. Tracked until it’s approved.

Email the package from your own mailbox, or mark it sent if it went through the GC’s portal. Every answer and every revision stays on the job.

The Oak Hollow Plaza submittal log: one package approved, one sent back to revise, one with the GC and one being put together
A submittal the GC sent back to revise, with their comments and Start revision 1

From your own email

The PDF goes out from your connected Gmail or Outlook and lands on the job.

Every answer on the log

Approved, approved as noted, revise and resubmit or rejected, with the GC’s comments.

Revisions kept

Start the next revision, fix the items and send again. Every version stays on file.

05.4
And more

Plus 10+ more, built from what contractors asked for. See them on a demo.

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05
The platform

One platform

Submittals is one step. The job runs on, on the same record.

01CRM & lead pipelineEvery lead and follow-up 02AI takeoffsAerials and plan sets 03EstimatingPriced from your recipes 04Proposals & e-signSigned online 05SubmittalsProduct data for the GC 06Scheduling & dispatchEvery crew on one board 07Crew appClock-in, checklists, photos 08Timesheets & job costingPayroll-ready hours 09Invoicing & paymentsPaid online, in QuickBooks 10Fleet maintenanceInspections, repairs, service

See Submittals run on a real job of yours. 45 minutes, live.

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05

FAQ

Common questions.

Something else? Talk to a human or book a demo

A cover page with your logo, the project, the GC and a reviewer stamp box, then a contents page with page numbers, then the data sheet for every product in the order you set. It all downloads as one PDF.
Your catalog first: each material keeps its own sheets, and a manufacturer’s whole catalog can be uploaded once and split up by AI. A sheet that’s still missing can be uploaded, or found online from the maker’s own site.
Yes. Upload the spec book and AI lists each section’s submittal requirements, so you can add the packages the GC will expect in one step. Nothing is added until you pick them.
From your own connected email with the PDF attached, or mark it sent if it went through the GC’s portal. Either way TruTec keeps the exact PDF that went out.
Record their answer and comments. Revise and resubmit starts the next revision, numbered on the package, and every earlier version stays on the log.
Yes. Plants get a one-page plant data sheet with the botanical name, size, hardiness, sun and water. AI can draft it from public sources for you to check.