Projects & Contracting

Project software that knows what each job cost and what it billed

Plan the work as tasks on a board, use stock and record costs against each task, bill the customer from the work done, and see the profit on every project — from the same documents as your accounts.

For installers, contractors, fit-out and maintenance firms, and anyone who sells work by the job.

Why operators switch

The capabilities further down are table stakes — every vendor has them. These are the reasons businesses actually move.

Project profit comes from the accounts.

A task's cost is made of ordinary documents — expenditures, supplier job orders and bills, stock used — linked to it as they are saved. The profitability report adds up those same documents, so it agrees with your books.

Materials are allocated, then consumed.

Stock is set aside for a task first and taken out of stock only when it is used, at its cost. What was planned and what was really used can be compared per project.

The customer gets a report, not your margins.

Progress, site-visit and completion reports go to the customer as a branded PDF, with charts, tables and photos filled in from the job. Costs and margins never appear in them.

What usually goes wrong — and what we do about it

You find out whether a job made money months later, if at all

Every cost and invoice linked to a task counts towards its project, and the profitability report shows cost, billing and margin per project at any time.

Materials taken to site are never accounted for

Stock is allocated to a task, can be moved to the site's store, and is taken out of stock only when it is recorded as used — at its cost, on that task.

Finished work is not billed

The work you charge for is listed as service lines on each task. Generate invoice turns the unbilled lines into one invoice — for one task, or several tasks of a project.

Nobody knows who is doing what

Tasks move across a board from Backlog to Done, each assigned to a person from your personnel list; people linked to a login get their own My tasks board.

What you get for projects

Jobs and projects

A job is a list of tasks; a project adds milestones.

Task board

Backlog, To do, In progress, Blocked, In review and Done.

Materials

Allocate stock to a task, then consume what was used.

Costs and documents

Expenditures, supplier job orders and bills linked to tasks.

Billing

Service lines on tasks become an invoice for the project's customer.

Customer reports

Progress, site-visit and completion PDFs with photos.

Files and photos

Drawings, quotes and before-and-after photos on the job.

Project reports

Profitability, open and overdue tasks, and material usage.

What operators say

"We gained over 200% in profits."
Rosebud HotelReported 200%+ profit growth
"The software helped me get the true state of my business."
77 Palms Hotel

Projects & Contracting questions

Which plans include projects?

Jobs & Projects is part of every DMS ERP and Manufacturing ERP plan.

Do I type project costs in twice?

No. Each cost is created in its usual screen — an expenditure, a supplier job order, a stock consumption — and linked to the task as it is saved. The project adds them up.

Can I bill a task after it is finished?

Yes. The project must still be open, but a task does not need to be — you can bill a task after it is done.

See it set up for projects

A walkthrough configured for your kind of operation, not a generic slide deck.