Renovation
Renovation: projects and progress billing, stock and warehouse, customer accounts and e-Invoice.
Challenges
- Quotes are not itemised, so work that surfaces later cannot be charged.
- On-site measurement goes unrecorded, so material is over- or under-ordered.
- Without a staged collection plan, cash runs tight mid-job.
- Craftsman and subcontractor costs cannot be posted to a single job, so job profit is unknown.
Workflows
From measurement to quote
- On-site measurement and a work item list are produced.
- Every item enters the quote with quantity and unit price.
- The approved quote becomes a job.
Progress and collection
- Material, craftsman and subcontractor costs are posted to the job.
- If out-of-scope work appears it is submitted for approval as an extra item.
- Collection is taken according to the percentage of items completed.
Documents
- On-site measurement form
- Itemised quote
- Extra work approval
- Collection plan
Reports
- Profitability by job
- Out-of-scope work rate
- Material consumption breakdown
- Collection status
Metrics
- Job profitability
- Quotation conversion rate
- Extra work rate
- Average job duration
Compliance
- Consumer contract rules
- Waste management (spoil and rubble)
- Occupational health and safety records
Glossary
- Work item
- Quote line holding quantity and unit price
- Out-of-scope work
- Extra quote item subject to approval
- On-site measurement
- Field record that feeds the quote
- Staged collection
- Collection plan tied to progress
Frequently Asked Questions
Can I break the quote into work items?
Yes — each item is entered with quantity and unit price, and the approved quote turns straight into a job.
Can I charge for work that surfaces later?
Yes — out-of-scope work goes for approval as an extra item and joins the job once approved.
Can I see profit per job?
Yes — material, craftsman and subcontractor costs are posted to the job, so profit comes out at job level.
Can I tie collection to progress?
Yes — a collection plan is built on the percentage of items completed.
Can I record on-site measurement?
Yes — the measurement form feeds the quote and the material order is calculated from it.
