Plan trade work, follow site materials and see what each job costs.
Specialty contractors need to connect an accepted price with the work their crews and subcontractors deliver on site. Materials may arrive in stages, fabrication can happen before installation, and changes can affect both effort and billing. Construction ERP keeps those sources connected so the team can follow the current scope, understand cost changes and prepare the next customer application.
Build the bid from material quantities, labor, equipment, subcontract work and other costs. Retain the chosen assumptions and offered revision. A known zero cost stays distinguishable from a missing rate, helping the estimator resolve gaps before the commercial review.
Capture labor and equipment usage against the right project and cost code using the reviewed rate basis. The Site Supervisor accepts the reported work independently. Project reporting can then compare actual effort with the estimate without presenting an unreviewed time entry as an established cost.
Track receipt, site custody, transfers, returns and actual consumption. Material held at the job remains visible until it is used or otherwise disposed of through the appropriate process. Moving a pallet between the warehouse and the site does not create another purchase or another job expense.
Use released bills of material, routing and work orders for assemblies prepared before site installation. Actual materials and work support accepted finished output. Intermediate progress remains part of production; finished stock joins project cost when the job actually uses it.
Preserve approved contract changes, accepted measured quantities and milestone evidence. Prepare applications from eligible scope, carry forward prior billing and track advances or retention under the agreed terms. The finance team follows the separate revenue and collection position.
Estimate the work in practical terms · Record actual field effort
Follow material through installation · Coordinate prefabrication · Keep changes and billing connected
Same records, same gates. The configuration changes how the process runs for this team.
current OrderAcceptance AND ContractActivation decisions by independent Commercial Manager are mandatory (SalesOrders Status: Draft → Submitted → Approved), separately or one explicitly joint immutable scope.
Approval waits for the commercial manager.
Prepares customer offers and accepted-scope requests using actual commercial evidence.
Controls project scope, technical budgets, forecasts and independent accepted work.
Records site facts and independently accepts actual internal field work.
Performs assigned field work and records actual quantities and effort.
Records physical receiving and executes approved material custody and goods delivery.
Controls versioned prefabrication instructions, actual work acceptance and quantity closure.
Prepares and executes guarded financial allocations and reconciliations.
See the cost of each job alongside its budget, commitments and remaining work.
Bring project progress, cost and financial obligations into a consistent review.
Connect supplier commitments, accepted work and bills to the right job.
Turn released designs and actual workshop work into traceable finished assemblies.
Turn agreed progress into clear bills and keep collections tied to the right contract.
Bring project economics, supplier obligations and collections into each company’s books.
Know what is available, where it is held and what each job has used.
Build a clear offer and carry the agreed scope into every project.
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.
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.
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.
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.
Related questionThe 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.
Related questionActual 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.
Related questionFollow 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.
Related questionThe 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.
Related questionThe 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.
Related questionTrack 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.
Related questionYes. 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.
Related questionEach 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.
Related questionThe 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.
Related questionConnect the accepted bid with project delivery, subcontractors and financial results.
Plan trade work, follow site materials and see what each job costs.
Connect workshop production with site installation and project costs.
Keep each site accountable while sharing purchasing and company finance.
