Connect the opportunity to the work—and the money.
Carry customer demand through estimating, commercial approval, project delivery and job finances. Keep variations, claims and the next decision connected to the project.
A shared view from bid to build
Start with customer demand in the CRM, then carry the scope into estimating, quotes, commercial approvals, project delivery and job finances. The template adds the records and stages construction teams work with.
Commercial and delivery teams work from the relevant project context. Configure the active Construction template for your workspace, approval process and financial connections. A quote, a claim and a payment remain separate states.
Compare the industry templates ↗Fictional operational scenario · no real worker, client or project data
Shared CRM demand
Cedarfield Works · fictional refurbishment inquiry
Estimate and quote
Scope and pricing prepared for review
Commercial gate
Contract decision and okay-to-produce remain explicit
Project and resources
Delivery work is organized around the approved scope
Variation and claim
One variation remains unresolved; a claim is not payment
Job finances
Collections and job performance retain their own states
Keep the scope connected to delivery.
Follow the estimate, approved scope, project work and change history so that a commercial decision has the context it needs.
Estimate and quote
Move from an opportunity to a proposed scope and commercial offer.
Contract and okay-to-produce
Keep contractual approval distinct from the start of delivery.
Project and resources
Coordinate work packages, resources and field work in the configured Construction workspace.
Variations and claims
Inspect the approval and collection status without treating a generated claim as settled cash.
One masterbrand. A specific operating model.
The Construction workspace is configured for the tenant. Shared CRM remains shared; construction routes add the estimating, commercial and delivery context.
Use the applicable contract, approval and finance connections. Confirm your accounting and project-management requirements during setup; they are not automatically included by a page label.
Plan the connections →See your construction workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.