Construction

What is prepared for you

• ✓Tender, estimate, bid submitted
• ✓Job site name, lot and start date
• ✓Project owners tracked

Modules included for this business

• Sales and invoicing

  Quotes, purchase and delivery orders, invoices, credit notes, payments, online payment and sales dashboard.

• Stock

  Warehouses, stock levels, movements, inventory and automatic issue on delivery.

• Tax and accounting

  Tax returns prepared for your tax regime, accounting journal, entries and financial statements.

• Customer area

  Online area where your customers view their documents, answer quotes and pay.

• Projects and tasks

  Projects linked to a customer or deal, tasks as a list and a board, sub-tasks, owners, due dates, time spent, comments and “My tasks”.

Add as you need : Production and advanced stock · Target sectors

Suggested sales stages

1. Qualification
2. →
3. Tender
4. →
5. Cost estimate
6. →
7. Bid submitted
8. →
9. Negotiation
10. →
11. Won
12. →
13. Lost

Fields on your records

• Job site name
• Lot
• Planned start of works

Stages, fields and lists can be changed at any time by your workspace administrator.