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Construction

From quotation to profitability, on one system.

Contracting companies run on projects: a BOQ to price, materials to buy and track, progress to report, and a margin to protect. Vertex was built around exactly that workflow.

A project record in Vertex: contract, BOQ, budget by category and live margin in one place. 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.

Concrete differences in how the work gets done — not features for their own sake.

01

BOQ-driven procurement

Purchase requests trace back to a BOQ line, so buying stays tied to what the project actually needs.

02

Material consumption on the project

Stock issued to a job lands on that project's actual cost automatically — no manual reconciliation.

03

Progress and profitability together

Percentage-complete tracking sits next to margin, so delivery and financial health are read from the same page.

Generic asset maintenance and deeper subcontractor workflows are expanding — see Modules for current status.

See Circumz for Construction

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