From Lead to Invoice
The complete construction project lifecycle seamlessly integrated from initial survey to final installment payment.
Practical manuals, process lifecycles, and technical documentation for contractors, estimators, and construction project managers.
| Module | Scope | Quick Link |
|---|---|---|
| CRM & Contacts | Clients, vendors, and subcontractors with SSOT address validation | View Guide |
| Site Surveys | Mobile room-first survey inspection and photowalls | View Guide |
| Quotations & Calculation | Margin calculations, standard terms, and public digital signing | View Guide |
| Projects & Work Orders | Execution tracking, Wkb compliance dossier, and post-calculation | View Guide |
| Scheduling Matrix | Dispatcher calendar matrix & mobile daily job cards | View Guide |
| Time Tracking | Hours registration and two-tier supervisor approvals | View Guide |
| Equipment & Rentals | Inventory inspection tracking (NEN 3140) and rental orders | View Guide |
| Purchase Invoices | PDF/UBL OCR matching, WKA verification, and G-account splitting | View Guide |
| Receipts & Expenses | On-the-go mobile receipt capture with automatic VAT splitting | View Guide |
| Invoicing & Installments | Installment schedules, partial payment tracking, and e-invoicing | View Guide |
| Tax & VAT Reports | Tax breakdown (boxes 1a-1d, 5b) and reverse-charge VAT audit trail | View Guide |
| Integrations Hub | WeFact.nl accounting integration and automated sync engine | View Guide |
| Support & Feedback | Integrated ticket submission with environment telemetry | View Guide |
| Menu Preferences | Sidebar customization and preferred login landing page | View Guide |
| Central Admin Portal | SuperAdmin multi-tenant management and cross-tenant helpdesk | View Guide |