For contractors and builders
From the first price to the final account, on one bill of quantities.
Tender finder
Track public and private tenders and turn a good one into a bid.
A tender is an invitation to price a job. Log the ones you find or are invited to, note the closing date and grading needed, and convert the right ones into bids. Example: a school extension for the Ministry of Education closing 30 November.
Early estimate
A cost range per square metre before any drawings exist.
A feasibility estimate prices a building from its type, size and specification, using cost per m² benchmarks for your country. It gives a low, likely and high figure so a client can decide whether to go ahead. It becomes a full BoQ once drawings are uploaded.
Rate library
Your own unit rates, reused on every bid.
A unit rate is the price for one unit of work, for example one m² of 230 mm brickwork. It is built from labour, materials, plant and waste. Keeping your rates here means every bid uses the same, current prices.
Bid builder
Turn a BoQ into a priced tender with overheads, profit and risk.
A bid is your price for the job. Start from a BoQ, then add overheads (running the business), profit, contingency (unknowns) and preliminaries (site set-up, supervision, insurance). The builder shows the total update as you change each one.
Quote comparison
Compare subcontractor and supplier quotes side by side.
Send a work package to several subcontractors and record each price. The comparison shows the lowest, average and highest. Choosing anything except the lowest needs a written reason.
Proposals
Branded quotes your client can accept and sign online.
A proposal is the document the client sees: cover letter, scope, price, programme and terms, under your logo. They open a link, accept and sign. Acceptance turns it into a live project.
Leads
Every enquiry from first call to won or lost.
Track each enquiry through Lead, Qualifying, Estimating, Submitted and Negotiating to Won or Lost. Recording why you lost tells you which work to chase.
Company documents
Registrations, tax clearance and insurance, with expiry alerts.
Tenders ask for the same documents every time. Keep them here with their expiry dates. You get reminders 60, 30 and 7 days before anything expires.
Programme
The build sequence on a timeline, with the critical path.
The programme lists every activity with its start, finish and the activity it depends on. The critical path is the chain where any delay delays completion.
Look-ahead
What the team commits to in the next few weeks, and what blocks it.
A look-ahead lists the work planned for the next 2 to 6 weeks. Before the week starts, each item is checked: drawings issued, materials delivered, permits approved. Anything missing is a constraint to clear.
Cash flow
Money in and out by month, so you see a cash gap before it hits.
Forecast what you will be paid and what you must pay each month. A negative month is flagged early so you can arrange finance or adjust the programme.
Site diary
What happened on site today, in under two minutes.
The daily diary records weather, people, plant, work done and delays. Signed entries are locked, which makes them strong evidence if there is ever a claim for delay.
Tasks and snags
Anything that needs doing, assigned and tracked to close.
A task can come from a photo, a drawing, an inspection or a meeting. Only the person who raised it, or an inspector, can close it, with a photo of the finished work.
RFIs
Questions to the designers, answered on time and on record.
A request for information (RFI) asks the architect or engineer to clarify something on the drawings. It has a due date from the contract. If the answer changes the scope, turn it into a variation.
Site instructions
Every instruction recorded: who, when and what.
Verbal instructions are the most common source of unpaid work. Record each one with who gave it, and get it signed. Any instruction that changes cost or time becomes a variation.
Inspections
Quality checklists and hold points before work is covered up.
An inspection checks work before it is covered, for example rebar before a concrete pour. A hold point means the next activity cannot start until the inspection passes. A failed item creates a task.
Material tests
Cube, slump and compaction results, checked automatically.
Concrete cubes are crushed at 7 and 28 days to prove strength. Enter the specified strength and the result; anything below specification is marked failed and the engineer is alerted.
Meetings
Minutes and actions from site and progress meetings.
Record who attended, what was decided and who will do what. Actions become tasks with due dates.
Timesheets
Hours worked per person per day, approved for payroll.
Record hours per worker against an activity. The supervisor approves before payroll export. Overtime follows your country's rules.
Valuations
Monthly payment claims, from work done to certified amount.
A valuation claims payment for work done to date. Gross value plus variations and materials on site, less retention, less what was certified before, gives the amount due. Once certified it is locked; corrections go in the next one.
Variations
Every change to the scope, priced and agreed before it is forgotten.
A variation is a change to the original work, such as an extra window or a different floor finish. Price it from the contract rates, record its time impact and get it agreed. Unpriced instructions older than 14 days are flagged.
Invoices
Invoices with tax, a pay-online link and polite reminders.
Raise an invoice from a certificate or milestone. Tax follows your country pack. Issued invoices are locked and numbered without gaps; mistakes are corrected with a credit note.
Subcontractor payments
Assess subcontractor claims and pay them correctly.
A subcontractor submits a claim. You assess it, deduct retention and any contra-charges, and issue a payment notice. Payment is blocked while their compliance is red.
Retention
Money held back, and the date each part is due back.
Half of retention is usually released at practical completion and the rest at the end of the defects period. The system reminds you to claim it on the day.
Cost control
Budget against committed and spent, line by line.
Each cost line has a budget from the BoQ. Commitments (orders, subcontracts) and actual spend are tracked against it. Forecast final cost shows the margin before the job ends.
Contracts and notices
Contract notices and time bars, before the deadline passes.
Many contracts lose your right to claim if a notice is late, for example 28 days for a FIDIC claim. Each notice here has its deadline and a reminder.
Claims
Extension of time and money claims, with the evidence attached.
A claim asks for more time or money because of an event that was not your fault. Diary entries, photos and the programme provide the evidence.
Pick the features you need.
Four questions to set up, a sample project to try every screen, and only the features you choose in your menu.