- Company, project, site, customer and subcontractor identities with the people responsible for each.
- Representative estimates, accepted contracts, changes, cost breakdowns and approved budgets.
- Material and unit masters, rates, supplier terms, warehouses and any fabrication recipes or routing.
- Actual work, subcontract acceptance, stored-material and customer certification examples.
- Agreed billing, retention, advance, accounting, tax, currency and approval policies with their supporting evidence.
- Open commitments, stock, work in progress and financial balances, including prior applications, billing, collections and corrections.
Implementation
Build the first rollout around a job, its delivery and its financial result.
Start with a representative project and follow its estimate, materials, work, billing and cash through completion. Use the actual contract and company policies to define responsibilities and financial treatment. Implementation is priced separately from platform usage.
Implementation phases
Phase 1 · Team and ERP.ai
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.
Phase 2 · Team and ERP.ai
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.
Phase 3 · Team and ERP.ai
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.
Phase 4 · Team and ERP.ai
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.
Role permissionsRoles and permissions →
Review changes with the commercial, project, site and finance owners affected. Preserve accepted and performed history while applying approved changes to eligible remaining work. New billing methods, accounting methods, project types or connections need their own model, scenarios and reconciliation before activation. Revisit training and reports as the operating scope expands.
1
Say what you need"Add a second approval above 10,000." Plain language.
2
Review the branchThe change lands on a branch with the diff and a test run.
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ReleaseMerged into your workspace. Every user gets it.