Building and making
Tenders, projects, subcontractors and site stores: profit per project, retention, variations and progress billing.
Made for Building, fit-out, MEP and maintenance contractors
Start with the Contractor and construction setup All business types
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TAX INVOICE
Thank you for your business.
Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
Price a job from the enquiry to the award.
From the signed contract to the handover and the release of retention.
Price and approve a change to the contract before doing the work.
Claim the work done this month and collect the money.
Check and approve a new supplier before the first order.
Handle a complaint from the first message to the follow-up call.
Collect an unpaid balance step by step, from the first statement to a final decision.
These start as templates. Turn on the ones you want and they appear on the right day.
| Site progress report | Every week | A short written report with photos from each site. |
|---|---|---|
| Toolbox talk and safety check | Every week | Short safety talk and a walk through the site. |
| Material requests review | Every week | Check the site requests and order what is needed. |
| Subcontractor measurements and payments | Every month | Measure completed work and prepare the payments. |
| Prepare interim payment applications | Every month | Claim the work done this month from each client. |
| Chase retention releases | Every month | List retention that can be claimed after completion or the defects period. |
| Cost to complete review | Every month | Compare the cost so far and the forecast cost with the contract value. |
| Equipment service and inspection | Every month | Service the plant and check certificates. |
| Insurance and bank guarantee expiry | Every 3 months | Renew guarantees and insurance before they expire. |