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Construction

From quotation to margin, on one system.

Contracting runs on projects: a BOQ to price, materials to buy and track, progress to report and a margin to protect. Circumz was built around that sequence.

Explore the solution with us See the modules

A project record: contract, BOQ, budget by category and live margin. Demo data.

01The workflow

The modules, in the order your work happens.

  1. 1CRM
  2. 2Sales
  3. 3Projects
  4. 4Procurement
  5. 5Inventory
  6. 6Fleet
  7. 7Logistics
  8. 8Finance
02Why it fits

What changes for a construction business.

What changes in the day-to-day work.

01

BOQ-driven procurement

A purchase request traces to a BOQ line, so buying follows what the project needs and the BOQ shows purchased, consumed and remaining.

02

Material cost on the project

Stock issued to a job lands on that project's actual cost when it leaves the warehouse. Nobody reconciles it at month end.

03

Progress next to margin

Percentage complete sits beside budget, actual and invoiced, so a job running ahead on materials shows up while it can still be fixed.

04

Plant and haulage

Fleet and Logistics carry materials and equipment to site, with trip cost reported against the vehicle.

Subcontractor retention and payment certificates are not part of Projects.

03Runs on

The modules behind it.

Switch on only these. Each links to what it does and what it leaves out.

Core

CRM & Customers

Customers, contacts, leads and opportunities, from first call to won deal.

Feeds Sales, Projects, Logistics, Leasing, Manpower and Finance.Explore
Core

Sales

Quotations, sales orders and contracts, connected end to end.

Sales orders and contracts are the entry point into Projects, Logistics and Finance.Explore
Projects & Contracting

Projects

BOQ, budgets, progress, expenses and live profitability.

Pulls from Sales, Procurement and Inventory; drives Finance and reporting.Explore
Core

Procurement

Purchase requests, orders, goods receipts and supplier bills.

Driven by Projects and BOQ; posts into Inventory, Finance and Accounting.Explore
Core

Inventory

Items, warehouses, stock movements, transfers and issues to projects.

Fed by Procurement and Agriculture; consumed by Projects, Retail and Logistics.Explore
Transport & Logistics

Fleet

Vehicles, drivers, fuel and service history.

Assigned to Logistics shipments and trips; costs post to Accounting.Explore
Transport & Logistics

Logistics

Shipments, trips and deliveries with proof of delivery.

Draws vehicles and drivers from Fleet; delivery closes back to the customer and invoice.Explore
Core

Finance

Invoicing, payments, receivables and payables, in any currency.

Reads from Sales, Procurement, Projects, Leasing, Manpower and Agriculture; feeds Accounting and reporting.Explore
Core

Accounting

Double-entry ledger, trial balance, income statement and balance sheet.

Reads from Finance and every operational module; produces the statements.Explore

See Circumz for Construction

Walk through this workflow with your own documents, team and numbers.

Talk to us about your business All solutions