Know what every job is earning while it is being built, and bill for every change you make.
The estimate lives in a spreadsheet, the change order was agreed in the site trailer and never billed, the subcontractor's invoice turns up a month after the work, and whether the job made money is found out after the last payment. We set up the estimate as the job's budget, change orders the owner signs online before the work starts, subcontract orders and bills booked to the job, and progress invoices drawn from the milestones you reach, with the retainage held and tracked until it is paid.
- Estimates that become the job budget
- Change orders signed before the extra work starts
- Retainage held and tracked on every progress invoice
Price the job phase by phase, and get every change order signed before your crew starts the extra work.
A change agreed on the phone is a change you argue about at closeout, and work done before the paperwork is work you often never get paid for. The estimate is built by phase, from sitework to finishes, and becomes the contract the job is billed against. When the owner asks for something new, the change order is a short quote on the same job, priced from your own lines, sent by email and signed online, so the extra work starts with a signature and lands on the next progress invoice by itself.
- Estimates by phase, with your own items and the owner's payment terms
- Change orders as signed quotes on the same job, numbered in order
- Every revision of an estimate kept, so you can show what changed
- Signed changes billed with the next progress invoice
See what each job has cost so far, from the subcontract orders and bills to the crew's hours, against what you sold it for.
Most contractors find out whether a job made money when the accountant closes the year, long after anything could be done about it. Each subcontract is a purchase order on the job, so you know what you committed before the bill arrives, and the bill is checked against it when it does. Supplier bills, subcontractor invoices and the hours your own crew clocks all land on the job's account as they happen, and the revenue billed sits beside them, so a job that is drifting shows up while there is still time to fix it.
- Subcontracts as purchase orders on the job, committed before they are billed
- Bills checked against the order and booked to the job automatically
- Crew hours costed at each person's rate
- Revenue and cost to date for every job, side by side
Invoice each phase as its milestone is reached, with the retainage held back and its due date on the books.
Assembling a pay application at month end from a spreadsheet, a stack of photos and memory is how billable work gets left out, and retainage that nobody tracks is retainage that gets paid late or not at all. Each line of the contract has its milestones: footings inspected, framing passed, rough-in signed off. When one is reached, its share of the line is ready to invoice, and the progress invoice is drawn from everything reached since the last one. The payment terms hold back the retainage on every invoice and give it its own due date, so the receivables show what is owed now and what is held until completion.
- Milestones on every contract line, each worth its share of the line
- Progress invoices drawn from the milestones reached
- Retainage held on each invoice with its own due date
- Percent complete on every job from the milestones reached
Give the superintendent the job's tasks and punch list on a phone, and have the crew's hours land on the job as they are worked.
The site calls the office for the drawings, the punch list is a photo of a notepad, and the timesheets arrive at the end of the week in three handwritings. Each job has its board of tasks and inspections with the drawings and photos attached, the superintendent moves the work along from a phone, and the crew starts and stops a timer on the task they are working on. Permit dates, inspections and lien waivers can be tracked on the job too; where your process needs screens of its own, we build them.
- A board per job with tasks, inspections and the punch list
- Drawings and site photos on the task they belong to
- Hours clocked against the job from a phone
- Permit and lien waiver tracking built to your process
The apps and add-ons we would set up for a construction company.
Odoo Community apps, modules from the Odoo Community Association, our own add-ons and open-source tools, configured around how your jobs run.
Sales
Estimates by phase and change orders on the same job, signed online by the owner.
Odoo appProject
A project per job with its milestones, tasks, inspections, drawings and punch list.
Purchase
Subcontract and material orders on the job, checked against the bill when it arrives.
Accounting
Progress invoices, retainage held by payment terms and job cost by analytic account.
OCA moduleProject timesheet time control
Crew hours started and stopped on the task from a phone and costed at each person's rate.
Sale order revisions
Every revision of an estimate kept, so the owner can see what changed between versions.
Project milestone status
Percent complete on every job, worked out from the milestones reached.
Adomi Bank Sync
Bank lines imported automatically, so draws and subcontractor payments are matched to their invoices.
Open-source toolMetabase
A work-in-progress report across every job: billed to date, cost to date and what is still to bill.
Related
Project management
Every job on schedule and on budget, on a board the whole team works from.
See projectsAccounting
Bank feeds matched automatically, bills read for you, books your accountant can work in.
See accountingSales
Quotes, orders, deliveries and invoices from one record, so nothing is typed twice.
See salesTime and materials
A timer on the task, parts booked as used, and the invoice for both in one click.
See time and materialsOther industries we set up
Software as a Service
Billing, books, logins, support and email behind your product, set up and connected.
See how we helpManufacturing
Real lead times, known costs before you build, dates you can keep.
See how we helpWholesale and distribution
Purchasing, warehouses, deliveries, invoicing.
See how we helpField service
Scheduling, work orders, parts, on-site invoicing.
See how we helpSchedule a demo.
Tell us a little about your business and what you would like to see. We walk you through how this would work for a company like yours, at a time that suits you. The first conversation is free.