Construction ERP
Keep every job on budget and moving forward.
Bring estimates, project costs, materials and subcontractors together from bid to final payment.
StatusDraftSentAcceptednext 7 days
Illustrative records derived from the system specification.
Built for construction teams
Mid-market commercial general contractors and specialty contractors, including in-house prefabrication teams.
- Defined tables
- 134
- Operational views
- 16
- Defined roles
- 13
- Reports
- 10
Defined in the planned system specification.
What’s inside.
Bring estimates, project costs, materials and subcontractors together from bid to final payment.
Estimates & contracts
Build a clear offer and carry the agreed scope into every project.
Projects & costs
See the cost of each job alongside its budget, commitments and remaining work.
Purchasing & subcontractors
Connect supplier commitments, accepted work and bills to the right job.
Materials & sites
Know what is available, where it is held and what each job has used.
Production & prefabrication
Turn released designs and actual workshop work into traceable finished assemblies.
Billing & collections
Turn agreed progress into clear bills and keep collections tied to the right contract.
Finance
Bring project economics, supplier obligations and collections into each company’s books.
Reporting
Bring project progress, cost and financial obligations into a consistent review.
Your project workspace
StatusDraftSentAcceptednext 7 days
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
- PRD-3508: WO-10910, 17 Sep to 23 Sep, Released
- PRD-1033: WO-69765, 07 Sep to 16 Sep, InProgress
- PRD-2921: WO-19403, 15 Sep to 23 Sep, PartiallyCompleted
- PRD-5417: WO-84596, 21 Sep to 29 Sep, Completed
- PRD-9708: WO-72620, 23 Sep to 28 Sep, PendingClose
- PRD-3393: WO-54455, 25 Sep to 04 Oct, Released
Approval conditions
Warehouse Manager: Approve InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/material editors
PendingReview
- IC-81309 WRH-140 in 8 d
- IC-78146 WRH-150 11 d
- IC-78164 WRH-110 12 d
- IC-40095 WRH-130 in 6 d
- IC-51696 WRH-120 4 d
IC-81309
- Warehouse
- WRH-140
- Counter
- KZ
- Policy
- CP-66363
- Lock
- CL-34256
- PlannedEnd
- 25 Sep
Review waits for the warehouse manager.
Approval conditions
current OrderAcceptance AND ContractActivation decisions by independent Commercial Manager are mandatory (SalesOrders Status: Draft → Submitted → Approved), separately or one explicitly joint immutable scope.
Submitted
- SO-68800 ACC-120
- SO-56702 ACC-130
- SO-11093 ACC-130
- SO-31737 ACC-130
- SO-66697 ACC-150
SO-68800
- Account
- ACC-120
- Contract
- PC-89285
- NetTotal
- 270
- CreditReview
- CR-55200
- Snapshot
- DR-39125
Approval waits for the commercial manager.
Approval conditions
Visible to: Finance Manager, Purchasing Manager. Visibility does not establish approval authority.
Submitted
- PO-59096 VND-187 860
- PO-77095 VND-162 340
- PO-24386 VND-130 470
- PO-48044 VND-138 630
- PO-31748 VND-045 870
PO-59096
- Supplier
- VND-187
- CurrentTotal
- 730
- ApprovalBasis
- 860
- Currency
- CRR-3847
- Snapshot
- DR-80129
Approval conditions.
Approval conditions
Finance Manager independently approves every invoice and credit snapshot (Status: Draft → PendingApproval → Approved).
PendingApproval
- INV-77032 ACC-110
- INV-32994 ACC-110
- INV-32862 ACC-110
- INV-88489 ACC-120
- INV-53453 ACC-110
INV-77032
- Account
- ACC-110
- DocumentType
- Invoice
- NetAmount
- 170
- TaxAmount
- 850
- Currency
- CRR-9078
Approval waits for the finance manager.
Approval conditions
Finance Manager independently approves every invoice and credit snapshot (Status: Draft → PendingApproval → Approved).
PendingApproval
- PB-21157 PRJ-8420 7 d
- PB-33852 PRJ-9728 8 d
- PB-17705 PRJ-3861 4 d
- PB-51786 PRJ-6797 7 d
- PB-64487 PRJ-8582 12 d
PB-21157
- Project
- PRJ-8420
- Kind
- Original
- Currency
- CRR-8908
- EffectiveDate
- 10 Sep
- Snapshot
- DR-18418
Approval waits for the finance manager.
Approval conditions
Finance Manager independently approves every invoice and credit snapshot (Status: Draft → PendingApproval → Approved).
PendingApproval
- RA-11684 PC-29526 4 d
- RA-69589 PC-92649 in 10 d
- RA-30622 PC-69608 12 d
- RA-76929 PC-86404 7 d
- RA-76465 PC-21764 in 1 d
RA-11684
- Contract
- PC-29526
- CutoffAt
- 13 Sep
- Period
- AP-150
- TechnicalReview
- AD-33273
- FinanceDecision
- AD-12648
Approval waits for the finance manager.
YouStatusDraftRunningSubmittedRejected
StatusSubmittedPendingValuation
StatusReceivedPendingVerificationDisputed
StatusOpenInProgressReviewRequired
StatusApprovedActivePartiallyFulfilledHeld
StatusActiveOnHoldOperationallyCompletePendingFinancialClose
StatusHeldPartiallyReleasedReleasedPartiallySettledDisputed
StatusActiveBlocked
Bring the whole job together
Estimate Comparisondrill-down
Compare Quotes, QuoteLines and EstimateComponents by project, offered revision and accepted alternative using frozen quantities, units, selling assumptions and effective cost/rate evidence; show material, labor, equipment, subcontract and other planned cost separately from accepted price and approved changes, retain reviewed zero versus unresolved cost, and leave margin percentage unavailable when its cost basis is unresolved or its net-price denominator is zero.
opens Budget Review →| Budget Number | Project | Kind | Currency | Effective Date |
|---|---|---|---|---|
| PB-21157 | PRJ-8420 | Original | CRR-8908 | 10 Sep |
| PB-33852 | PRJ-9728 | ApprovedRevision | CRR-8372 | 09 Sep |
| PB-17705 | PRJ-3861 | Original | CRR-2443 | 13 Sep |
| PB-51786 | PRJ-6797 | ApprovedRevision | CRR-9543 | 10 Sep |
- Draft
- PendingApproval
- Approved
- Locked
- Superseded
- Snapshot
- DR-18418
- BudgetNumber
- PB-21157
- Project
- PRJ-8420
- Currency
- CRR-8908
- Kind
- Original
- EffectiveDate
- 10 Sep
ownerFinance Manager
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections and approval states follow the authored specification.
From quote to payment
Keep every job on budget and moving forward.
Illustrative previews from the system specification.
-
01
Quote
Build a clear quote for the materials and products your customer needs.
-
02
Sales order
Turn an accepted quote into a clear delivery commitment.
Your Commercial Manager confirms the order and delivery commitment.
-
03
Pick and ship
Prepare the right goods and track delivery to your customer.
-
04
Invoice
Create accurate invoices from the goods supplied and agreed prices.
Your Finance Manager checks the goods and amounts being billed.
-
05
Cash applied
Keep customer balances up to date as payments arrive.
Keep work moving
Decision checkpoints where approval stays with your team.
Sales order
Your Commercial Manager confirms the order and delivery commitment.
Invoice
Your Finance Manager checks the goods and amounts being billed.
Stay in control as you grow
Human approval and system automation have different jobs.
Sales order
Your Commercial Manager confirms the order and delivery commitment.
Invoice
Your Finance Manager checks the goods and amounts being billed.
Approval chains
Give every team the right tools
Estimator
Prepares customer offers and accepted-scope requests using actual commercial evidence.
Commercial Manager
Independently accepts customer commitments and commercially reviews applications for payment.
Project Manager
Controls project scope, technical budgets, forecasts and independent accepted work.
Site Supervisor
Records site facts and independently accepts actual internal field work.
Project Worker
Performs assigned field work and records actual quantities and effort.
Warehouse Operator
Records physical receiving and executes approved material custody and goods delivery.
Warehouse Manager
Controls physical stock, location eligibility and independent stock exceptions.
Purchasing Manager
Prepares supplier commitments and independently approves eligible procurement scope.
Production Manager
Controls versioned prefabrication instructions, actual work acceptance and quantity closure.
Production Operator
Performs released prefabrication and records actual material and operation facts.
Accountant
Prepares and executes guarded financial allocations and reconciliations.
Finance Manager
Independently controls financial authority, recognition, valuation and final close.
See where each job stands
Start with the question. Follow it to the records behind the answer.
Drill-down
Estimate Comparison
Compare Quotes, QuoteLines and EstimateComponents by project, offered revision and accepted alternative using frozen quantities, units, selling assumptions and effective cost/rate evidence; show material, labor, equipment, subcontract and other planned cost separately from accepted price and approved changes, retain reviewed zero versus unresolved cost, and leave margin percentage unavailable when its cost basis is unresolved or its net-price denominator is zero.
View Budget ReviewSource view · Illustrative records
Budget NumberProjectKindCurrency
Approved Revision
Drill-down
Project Budget and Forecast
At one project/cost-code/currency cutoff, compare original and approved revised ProjectBudgets/ProjectBudgetLines with signed actual ProjectCostEntries/ProjectCostAllocations and the independently approved ProjectForecasts/ProjectForecastLines; forecast final cost equals the comparable actual expense plus disjoint RemainingCost only when both are known, while remaining commitments and owned unused materials are separately disclosed with their included/excluded forecast basis so they cannot be added twice.
View Budget ReviewSource view · Illustrative records
Budget NumberProjectKindCurrency
Approved Revision
Drill-down
Commitments and Subcontract Cost
Reconcile approved PurchaseOrderLines and SubcontractLines through ProjectCommitments, receipt or subcontract acceptance, SubcontractAccruals and BillMatches by supplier/project/cost code and source currency; show gross increases, reductions already included in net current authority, fulfilled scope, active claims and unperformed remainder separately from accepted expense, remaining accrual, billed AP and payment, with known-zero accepted work visible and unknown valuation unresolved.
View Commitment BoardSource view · Illustrative records
Commitment NumberProjectCost CodeCurrency
Drill-down
Material Availability and Use
Reconcile InventoryPositions, StockLayers, reservations and StockEvents with project requirements, material usage and transfer/return history by entity/product/location/required lot or serial at a retained cutoff; report owned quantity and current carrying separately from customer/vendor custody, available versus held or claimed stock, actual job consumption and issued production WIP, excluding internal transfers and repeat supplier billing from new project expense.
View Warehouse AvailabilitySource view · Illustrative records
ProductWarehouseLocationLot
Drill-down
Prefab Cost and Variance
Reconcile released WorkOrders with accepted ProductionEntries, terminal ProductionCompletions and signed WorkOrderCostEntries by entity/order/output and dated functional-cost basis; disclose issued and returned material, accepted labor/overhead, frozen output standard, allocated actual WIP, immediate signed variance, scrap and remaining WIP, while tracing finished-stock use and existing variance attribution to the project without creating a second cost from intermediate progress, closure or managerial allocation.
View Production ScheduleSource view · Illustrative records
Work Order NumberOutput ProductPlanned QuantityCompleted Quantity
Drill-down
Progress and Billing Position
Compare current accepted ProjectContracts/SalesOrderLines with cumulative ProgressApplications, externally evidenced ProgressCertificates and conserved BillingObligations/BillingAllocations by contract and source currency; show certified-to-date, prior certified increments, active billing claims, gross billed, conditional/unconditional retention and eligible unbilled scope independently of paid cash, preserving the same stored-material amount through installation while allowing separately priced installation work and a separately assessed first revenue-recognition delta.
View Progress Certification QueueSource view · Illustrative records
Certificate NumberContractApplicationExternal Certifier
Drill-down
Revenue and Contract Balances
Reconcile approved RevenueAssessments/RevenueAssessmentLines and effective PerformanceAllocations with signed ContractBalanceMovements at the reviewed accounting-contract unit, retaining obligation-level allocated price, evidence and recognized/billed/assigned-advance components; present the net contract asset or liability only after same-unit aggregation, keep unconditional AR and tagged conditional retention from being counted again, and preserve reviewed monetary classification, historical nonmonetary advance basis, current carrying and attributable FX without netting unrelated contracts or entities.
View Revenue ReviewSource view · Illustrative records
Assessment NumberContractCutoff AtPeriod
Drill-down
Retention and Advances
Reconcile RetentionBalances/RetentionMovements and AdvanceAllocations with their original contract, invoice/bill, cash and settlement sources by entity/counterparty/currency at the cutoff; disclose total outstanding, held and released-unsettled retention, conditional versus unconditional entitlement, actual funded assignments, prior recoveries, purpose releases and active claims, treating ordinary retention release as redistribution rather than settlement and an unpaid billed advance as non-spendable until its separately evidenced cash path occurs.
View Retention DueSource view · Illustrative records
Retention NumberSideContractSubcontract
Supplier
Drill-down
Receivables and Payables Aging
Age remaining Invoices and Bills by company, counterparty, source currency and actual due-date bucket after posted applications, credits and signed corrections at the cutoff; show held retention, released-unsettled amounts, unapplied receipts, customer or supplier advances and surplus credits separately, reconcile source balances and current functional carrying including prior FX, and exclude unbilled contract assets and accepted-but-unmatched subcontract accruals from ordinary invoiced AR/AP totals.
View Retention DueSource view · Illustrative records
Retention NumberSideContractSubcontract
Supplier
Drill-down
Local Financial Statements
Produce each entity's trial balance, income statement and balance-sheet mappings from posted JournalEntries/JournalLines in the selected period/cutoff, retaining original and compensating effects with balanced functional debits and credits; reconcile stock, production WIP, accepted subcontract accruals, resource absorption and actual-cost clearing, net contract positions, receivables, payables, retention and advances to their distinct sources and opening controls, with no cross-entity netting, implicit consolidation or second journal from a report.
View Revenue ReviewSource view · Illustrative records
Assessment NumberContractCutoff AtPeriod
AI support across your projects
Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.
- Estimates, contracts and project work
- Estimating inputsin
- Contract documents and changesin
- Field effort and equipment usagein and out
- Customer progress evidencein and out
- Materials, production and subcontractors
- Receiving and site stockin and out
- Prefabrication capturein and out
- Subcontract applicationsInvoices, SubcontractApplications · in and out
- Returns and correctionsReturns · in and out
- Finance and reporting
- Bank and cash evidencein and out
- Accounting treatmentAccounts, Invoices, ProgressApplications · in and out
- Financial exportsin and out
- Opening datain
- Agents
- Your agentWorks within the permissions you assign
Your agent works within the permissions you assign.
List the work that needs attention. Keep the approval with the assigned reviewer.
Download agent Agent setup guide$ curl -fsSL https://www.erp.ai/skill.md
› open Construction ERP and list records waiting on sales order
Order-to-cash · records listed with owner and age
› approve the first one at sales order, as its approver
Approval requiredWaiting for the assigned reviewer
Your questions, answered.
How the system works, what you can configure and how to get started.
How do I get started?
Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.
What does Construction ERP cover?
Estimates and contracts, project costs, purchasing and subcontractors, site materials, in-house prefabrication, customer billing and each company's local finance. The modules show how these parts connect from bid to final payment.
Who is it designed for?
Commercial general contractors and specialty contractors managing project work, materials and subcontract packages. It also supports contracting businesses with in-house prefabrication and work across several sites or companies. The industry pages describe typical operating patterns.
How do estimates become project budgets?
The accepted estimate preserves its quantities, cost assumptions, offered price and revision. The approved project budget and customer contract retain their own purposes and owners. Later changes preserve the original baseline and apply only after the relevant review.
When does a cost become an actual project cost?
Actual material consumption, accepted field effort, accepted subcontract work and eligible direct charges supply the cost sources. Materials still held in the warehouse or at an owned site remain inventory. Purchasing, supplier billing and payment do not each add the same cost again.
How are subcontractors managed?
Follow agreed scope, rates, approved changes, work applications and independently accepted performance. Bills match the eligible accepted work, with advances, retention and remaining commitments tracked separately. Differences remain available for review before settlement.
What kinds of progress billing are included?
The scope supports fixed-price milestones or measured progress and unit-rate work. Applications preserve completed work, eligible stored materials, customer certification and previous billing. Contract terms determine advances and retention; a prior unpaid application does not make the same work billable again.
Does an invoice determine revenue automatically?
The reviewed recognition schedule follows the contract's performance obligations and selected output-progress or point-in-time evidence. Billing and collections retain their own effects. Finance reviews contract assets, liabilities and balances alongside the project result.
How is retention handled?
Track the retained amount, its contractual conditions, current classification and release evidence. Releasing retention makes an existing amount eligible for the appropriate next step without creating a second sale or job cost. Rates, tax treatment and deadlines are agreed from the actual contract and company policy.
Can we make assemblies before installation?
Yes. Bills of material, routing and released work orders support actual materials, work, accepted finished output and cost reconciliation. Finished assemblies can move to site and enter project cost when used. The prefabrication process describes that flow.
How does it handle several companies and currencies?
Each company keeps its own ownership, approval authority and local books. Document, functional and settlement currencies remain explicit, with current balances and currency differences available for review. Additional consolidation, statutory and external connection requirements are agreed during implementation.
How is it priced?
The pricing page explains platform usage and the separately priced implementation work. Estimate usage from the records, imports, connected processes and assistant activity expected across your projects.
Implementation
Build the first rollout around a job, its delivery and its financial result.
Read the implementation plan- 01
Define the contracting model
Confirm companies, projects, sites, counterparties, cost codes and approval limits. Agree estimate components, billing bases, retention and advance terms. Identify the recognition evidence and accounting treatment for each contract, plus actual sources for field work, subcontract acceptance and materials.
Team and ERP.ai - 02
Configure and exercise the first job
Prepare approved masters, units, rates, accounts and any prefabrication recipes. Follow an accepted bid through purchasing, site use, work acceptance, progress application, invoice and collection. Include partial work, a variation, a return and the actual retention or advance path where used.
Team and ERP.ai - 03
Reconcile the opening position
Map accepted contracts, approved budgets, remaining commitments, site stock, production work in progress and costs already recognized. Reconcile one opening ledger with nonposting customer and supplier detail, prior certification and billing, contract assets or liabilities, retention, advances and partial settlement. Preserve original identifiers and currency carrying amounts.
Team and ERP.ai - 04
Verify and enable the first scope
Confirm access, independent decisions, quantity conservation and financial reconciliations with the responsible teams. Resolve uncertain outcomes, agree the cutoff and approve the opening position. Train users and enable new eligible work, then expand after reviewing the first results.
Team and ERP.ai
Pricing
The base account and ordinary manual work in ERP.AI's official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.
Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.
Pricing and account rules| Machine work | Included per $1 of credit |
|---|---|
| List/filter or get record calls | 20,000 |
| Search or aggregate calls | 4,000 |
| CSV or PDF exports | 100 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| File upload in MB | 2,000 |
| Workflow runs | 2,000 |
| Code-node compute beyond included in CPU-sec | 12,000 |
| Agent executions | 2,000 |
| Scheduled jobs or webhook activations | 20,000 |
Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.
prepaid creditsSmallest pack $5, purchased credits never expire.
Explore the complete system.
Follow the operating model from the process to the people, records and decisions behind it.
Industries
Commercial contractors
Connect the accepted bid with project delivery, subcontractors and financial results.Specialty contractors
Plan trade work, follow site materials and see what each job costs.Contractors with prefabrication
Connect workshop production with site installation and project costs.Fit-out and multi-site contractors
Keep each site accountable while sharing purchasing and company finance.
Reference
Roles and permissions
Give commercial, project, site and finance teams clear responsibilities.Reports and insights
Understand project costs, billing progress and company performance.Data model
Explore the records connecting contracts, project work and company finance.Integrations
Connect project documents, site evidence and finance through agreed sources.Implementation
Build the first rollout around a job, its delivery and its financial result.AI assistants and API
Help teams prepare work, follow projects and investigate differences.
