Phase 1 · suggested starting point
ConstructionModules
- Projects and progress claims
BOQ and budget per project, site progress, variations, claims and retention.
Agents
- Progress claim agentDraft for approval
Drafts the monthly claim from site progress against the BOQ, with retention and approved variations.
- Document intake agentDraft for approval
Turns site instructions, delivery orders and photos into draft records.
- Data we move in
- BOQs for live projects, subcontract values, and claims and certificates to date.
- Who approves
- The QS approves claims and variations. The project director approves submissions. Finance approves payments.
Next: site requests and POs in Purchasing, then subcontractor and supplier invoices matched to certified work by the AP invoice agent.
- Purchasing
- Finance and accounting
- AP invoice agent