Streamline Construction Document Management With123Worx

Construction Document Management Software for General Contractors

123worx Construction Document Management Features

At 123worx, we take pride in offering an industry-leading document management system. Our platform provides robust features for storing, organizing, and sharing project documents effortlessly. With customizable access permissions, document management labels, and easy storage of documents, photos, and videos, 123worx’s document management ensures seamless collaboration and optimized project workflows. Additionally, a separate document library for every feature makes it easy to store and retrieve documents in seconds.

Tackling Document Disarray

In construction, managing a myriad of documents can be daunting. Lost files, outdated versions, and disorganized document trails are common challenges. 123worx’s Document management streamlines this process, ensuring every document is right where you need it, when you need it. Within 123worx, each feature is equipped with its own dedicated Document Library tool, enhancing accessibility. Whether a document has been inactive for months or years, you can efficiently retrieve it within seconds.

Centralized Document Library

To manage non-project documents, our company-wide Document Library feature centralizes all your documents, photos, and videos, providing a single source of truth for your entire team. Role-based access control keeps your data secure yet accessible with control and flexibility.

Seamless Integration with Office 365

Effortlessly create, edit, share, and view Word, Excel, and PowerPoint documents. Our integration takes advantage of Microsoft’s advanced Version Control system to help retrieve older versions of documents with a single click. Our integration with Office 365 ensures your document workflow is as smooth as your project workflow.

Real-Time Collaboration and Updates

Collaborate in real-time with team members, whether in the office or on-site, edit same document with team members. Keep everyone on the same page with up-to-date document versions and shared access.

Organized, Accessible, and Secure

Enjoy organized document storage with easy retrieval. Our robust security feature protects your sensitive project information while maintaining easy accessibility for authorized personnel.

Say goodbye to document management headaches with 123worx. Our Document Control feature not only saves time but also enhances collaboration, ensuring your project documentation is as solid as your build.


Discover the 123worx Difference

Join the ranks of construction professionals who have transformed their financial management with 123worx. Experience the power, flexibility, and efficiency of our cloud-based construction management software.


Ready to Streamline Your Construction Document Management?

Explore 123worx’s Document Control feature and build a more organized future.

  • 123worx offers a document library hierarchy that mirrors Microsoft’s familiar structure, allowing users to sort directories and sub-directories in their preferred sequence.
  • The platform supports storage and retrieval of various document types, including PDFs, Microsoft files, photos, and videos.
  • Users can apply customizable document status labels to categorize documents based on their existing convention and company processes.
  • Customizable access control is available through security roles and permissions, ensuring that the right individuals have appropriate access to documents.
  • Integration with Microsoft 365 enables seamless document creation, opening, editing, and version control. Multiple users can collaborate and edit the same document in real-time.
  • Each feature within the software has an associated document library, eliminating the need for complex directory structures. For example, contacts, projects, and leads each have dedicated document libraries, streamlining document management.
  • 123worx also provides a system-wide Document Library and Knowledge Base for storing and sharing documents across the team.
  • Any document within the system can be easily shared with clients and trade partners using the Client/Trade Partner portal with a single click.


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Frequently Asked Questions (FAQs)

Q1. How does 123worx’s Document Management enhance project management?

By providing a dedicated Document Library for each feature and a centralized and easily accessible company-wide document library for company documents, to ensure all stakeholders have the latest information, reducing errors and improving decision-making.

Q2. Can I control who accesses certain documents?

Absolutely. Our role-based access control lets you manage who can view, edit, or modify documents, ensuring data security and integrity.


Efficiencies comes in many forms:

  • Time – If using software will save 15% of the time for an eight-employee company, that translates to 1.2 employees. At an average annual salary of $50,000 that translates to $60,000 per annum.
  • Error Elimination – Errors occur with data recording or data modification on spreadsheets or paper-based management. There are no checks and balances to catch these errors. Charging more for a product will most likely be caught by the client but charging less or forgetting to charge will not be reported. For most businesses these errors go undetected and when they are detected they are left unreported by employees because of negative consequences. Eliminating or reducing these errors will lead to higher margins.
  • Communication – Lack of clear communication and the lack of ability to track the communication, leads to inefficiencies and lower satisfaction in clients. For example, ordering the wrong colored item over the phone or via email or verbal communication with a client that leads to unrealistic expectations that cannot be tracked. Software that provides a mechanism for clear communication that can be tracked eliminates the order errors and leads higher client satisfaction, higher retention rate and higher profit.
Q3. Is it possible to migrate or import existing documents from different platforms into 123worx?

Yes, 123worx allows for easy migration of documents from various platforms. Integration with Office 365 ensures a seamless transition and unified document management for Microsoft documents.

Q4. Does 123worx support real-time collaboration on documents?

Yes, our integration with Office 365 enables multiple users to edit and collaborate on documents in real-time, enhancing team coordination and project efficiency.

Q5. How does 123worx ensure the security of my project documents?

We employ robust security protocols, including Multi-Factor Authentication for login, monitor for unauthorized data download, and live log of system access by all users. 123worx also provides role-based access controls to protect your documents from unauthorized access and ensure data privacy.