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Submittals

Manage material and equipment approvals the way commercial jobs require.

A submittal routes a product, material, or piece of equipment for review and approval against the project specs. Werx tracks each submittal's status, spec section, attachments, and the reviewer's disposition.

Create a submittal

  1. Open the contract project and select the Submittals tab.
  2. Click + Create Submittal.
  3. Enter a title, priority, and the spec section.
  4. Attach the product data, shop drawings, or samples.
kb submittal

Review and set a disposition

The submittal log shows number, title, status, priority, and dates. On review, set the disposition — for example Accepted or Accepted Conditionally — and Werx records the responder and timestamp.

Submittal FAQ

What dispositions are available?

Standard review states such as Accepted and Accepted Conditionally, each recorded with who responded and when.

How is this different from an RFI?

A [submittal](/knowledge-base/submittals/) approves a product or material; an [RFI](/knowledge-base/rfis/) asks and answers a question.