Contractor ERP Software
Manage tenders, work orders, measurements, RA bills, labor and equipment for contractors.
Common Contractor Challenges
- Multiple work orders run at once
- RA bills are prepared in Excel
- Labor and equipment costs are not allocated
- Retention and deductions are hard to track
One System for the Whole Operation
Contractor ERP keeps each work order separate with its own measurements, bills, retention and costs.
Key features
- Tender and work order tracking
- Measurement book
- RA bills with retention
- Labor and equipment costing
- Work order profitability
Modules Included in Contractor ERP
A typical Contractor ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Contractor Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
-
1TenderBilling
Tender
- Department
- Billing
- Users / Roles
- Billing Engineer
- Inputs
- Customer or business requirement
- Activities
- Tender recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Work Order
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Work Order
-
2Work OrderBilling
Work Order
- Department
- Billing
- Users / Roles
- Billing Engineer
- Inputs
- Output of: Tender
- Activities
- Work Order recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Execution
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Execution
-
3ExecutionProjects
Execution
- Department
- Projects
- Users / Roles
- Project Manager
- Site Engineer
- Inputs
- Output of: Work Order
- Activities
- Execution recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Measurement
- ERP Modules
- Production
Typical configuration – refined to your exact process during implementation.
Next process: Measurement
-
4MeasurementOperations
Measurement
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Execution
- Activities
- Measurement recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: RA Bill
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: RA Bill
-
5RA BillBilling
RA Bill
- Department
- Billing
- Users / Roles
- Billing Engineer
- Inputs
- Output of: Measurement
- Activities
- RA Bill recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Certification
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Certification
-
6CertificationOperations
Certification
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: RA Bill
- Activities
- Certification recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Payment
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Payment
-
7PaymentBilling
Payment
- Department
- Billing
- Users / Roles
- Billing Engineer
- Inputs
- Output of: Certification
- Activities
- Payment recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Retention Release
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Retention Release
-
8Retention ReleaseBilling
Retention Release
- Department
- Billing
- Users / Roles
- Billing Engineer
- Inputs
- Output of: Payment
- Activities
- Retention Release recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Who Uses Contractor ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Owner
Projects
- Project Manager
- Site Engineer
Billing
- Billing Engineer
Equipment
- Equipment Manager
Stores
- Store Keeper
Finance
- Accountant
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current contractor processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Contractor ERP
See Contractor ERP configured for your processes. Request a personalised demo or a quote for your requirement.