Construction Features – How They Help Your Construction Company
This guide describes each construction-related capability in simple language. No technical knowledge required.
Projects & Tasks
Manage All Sites, Phases, and Deliverables in One Place
- One place for all sites, phases, and deliverables; see every project in one list with key, name, dates, and status
- Break each job into tasks with assignees and due dates so you see progress and spot bottlenecks
- See timeline (start/end) per project so you can spot delays and report to clients or management
- See who's on each project (participants) for workload and handoffs
- Link project to client and optional budget (estimated/actual) so job scope and cost are visible
- Use boards, task list, overview, or timeline so the same project can be managed the way your team prefers
- Export or import projects for reporting, planning, or moving from another tool
Why it matters
Projects become the central hub for every construction job, from initial planning to completion. Having all project information, tasks, and participants in one place means you can track progress, identify bottlenecks, and report to stakeholders without switching between tools or hunting through emails.
Contracts
Manage Main and Subcontracts with Key Terms and Documents
- One place for main and subcontracts with key terms (party, dates, value) visible without opening PDFs
- Store start/end dates, value, and type (e.g. main contract, subcontract); attach the signed document
- Link invoices to a contract so you see total billed vs contract value and stay within agreed limits
- Record renewal date and terms; use with reminders so you're alerted before contracts expire
- Attach signed contract (PDF) and amendments to the contract record for quick reference and audit
- Supports tenders and audits: show what was agreed and what was billed per contract
Why it matters
Contracts become the single source of truth for what was agreed, what was billed, and what remains. Linking invoices to contracts ensures you stay within agreed limits and helps with tenders and audits by showing a clear trail from agreement to billing.
Invoices & Payments
Bill by Project or Phase and Track Customer Payments
- Bill by project or phase: link invoices to projects so you see what was billed per job
- Create invoices from orders or from scratch; add line items and apply correct tax for compliant billing
- Bank details and payment instructions on the invoice tell the client where and how to pay
- Record payments (card, transfer, etc.) and link to invoice(s); client ledger and invoice status update
- Always know what's paid and what's overdue per client and per project
- Same data feeds P&L and balance sheet so project profitability and company reporting use one source
Why it matters
Invoices and payments keep your billing and collections organized by project and client. Linking invoices to projects means you can see project profitability, while linking payments to invoices keeps your books accurate and helps you prioritize collections.
Vendors, Purchase Orders & Outward Payments
Manage Materials Suppliers and Subcontractors
- One list for materials suppliers and subcontractors; each vendor has contact and payment terms
- Create POs for materials or subcontract work; track status (e.g. sent, partial delivery, closed) and link to vendor
- When you pay a vendor, record the payment linked to vendor, invoice/PO, and bank account; vendor ledger updates
- See what you've committed to buy, what's arrived, and what's still due; plan cash flow and prioritise who to pay
- Settlements let you group multiple small payments (e.g. subcontractors) with a clear audit trail
- Supports tenders and audits: show what was ordered, from whom, and what was paid
Why it matters
Vendors, purchase orders, and payments become the complete picture of your procurement and payables. You can see commitments, track deliveries, and manage payments all in one place, which helps with cash flow planning and ensures nothing falls through the cracks.
Chart of Accounts & Account Ledger
Trace Cost and Revenue by Account and Project
- Trace cost and revenue by account; when you tag by job or project (via cost center), you see cost and revenue by job or project
- Verify every balance: open the ledger for an account and see every transaction that built it
- Supports month-end checks, audits, and answering "where did this number come from?" for any job or project
- Same structure as POs, invoices, and payments so there's no gap between operations and the books
- Essential for tenders: show how costs and revenue are coded and traceable by project
Why it matters
The chart of accounts and account ledger provide the financial foundation for your construction business. Every transaction is traceable, which is essential for project profitability analysis, month-end checks, audits, and tenders.
Clients
Manage Project Owners and Track What They Owe
- Project owners and contract parties in one list; each client has one record with contact and terms
- Client ledger shows what was billed, paid, adjusted (credit/debit notes), and overdue so you know "what does this client owe?"
- Link contracts and invoices to the client so you see full history: contracts, billed amount, and payments per project owner
- Supports both commercial (who owes what, collections) and project (which client, which contract) views
- Ageing (e.g. 30, 60, 90 days overdue) helps prioritise collections and cash flow
Why it matters
The client list and ledger become the central view of each project owner for your entire sales and collections process. You can see the full relationship, track what has been billed and paid, and prioritize collections based on ageing.
Documents
Store and Organize Contracts, Drawings, and Project Docs
- One place for contracts, drawings, and project docs so the team and auditors can find them quickly
- Attach signed contracts and amendments to the contract record; attach briefs/specs to projects
- Search documents by keyword so you don't hunt through folders or email
- File explorer and list views; optional organisation by project or type for easier navigation
- Reduces "where's the drawing?" or "where's the signed contract?" and supports audit and handover
Why it matters
Document storage becomes the single repository for all construction-related files, from contracts to drawings to specifications. Having everything in one searchable place reduces time spent hunting for files and supports audits and project handovers.
Streamline your construction operations.
Manage projects, contracts, invoices, and payments all in one place.