PROJECT
ESTIMATION
PROCUREMENT
LEAD
HR
STOCK
ACCOUNTS
MASTER
ASSET
info@[Link]
[Link]
Dashboard ESTIMATION MANAGEMENT
Centralized interface providing an overview and access to key
information and functionalities related to project estimation.
Estimation Settings
Customizable configuration options to tailor the estimation
process according to specific requirements
❖ Activity BOQ
o Management and setup of Bill of Quantities (BOQ) for
project activities.
❖ Residential Unit
o Estimation settings specific to residential projects. Preliminary Estimate
❖ Lumpsum
o Configuration of lump sum estimation methods for
Initial estimation of project costs based on preliminary data
specific project components.
BOQ Estimation
Attach Estimation
Estimation process based on detailed Bill of Quantities, including item
Ability to attach and associate estimation documents, such as
quantities, rates, and cost calculations
spreadsheets or detailed project cost breakdowns
Stanalone Estimation Tender Estimation
Creating and managing standalone estimations for individual Estimating project costs specifically for tender submissions or bidding
projects or tasks purposes.
PROCUREMENT MANAGEMENT
Dashboard
Centralized interface providing an overview and access to key
information and functionalities related to procurement and
purchasing activities.
Indent Request
Requesting and initiating the procurement of goods or services
based on inventory needs or project requirements.
Indent Purchase GRN
Creating and managing purchase orders based on the indent Documenting and verifying the receipt of purchased goods or
requests for procuring goods or services. services against the purchase order.
Direct Purchase RFQ
Creating and managing purchase orders directly without the Initiating a formal request to suppliers for quotations and
need for indent requests. proposals for procuring specific goods or services.
PROJECT MANAGEMENT
Dashboard
Centralized interface providing an overview and access to key
information and functionalities related to project management
and various aspects of construction operations.
Project Management
Monitoring and managing projects, including progress tracking,
timelines, and resource allocation.
Material BOQ Documents
Management and setup of Bill of Quantities (BOQ) for project Storing and accessing project-related documents and files.
materials.
LOA – Letter Award Drawings
Tracking and documenting the letter of award for project Managing and organizing project drawings, blueprints, or
contracts or agreements. technical illustrations.
PROJECT MANAGEMENT
Site Photos Invoice
Uploading and managing photos related to the construction site ❖ Inward
or project progress. o Tracking and managing incoming invoices or payment
receipts.
❖ Outward
Assign User o Managing outgoing invoices or payment requests.
Assigning and managing user roles and responsibilities within
the system.
Expenses
Work Order
❖ Manpower
o Tracking and managing expenses related to labor or
Creating and managing work orders for specific tasks or
workforce.
activities.
❖ Equipment
o Recording and managing expenses associated with
Task Management equipment or machinery.
❖ Sub Contractor
Tracking and managing project tasks, assignments, and task o Managing and tracking expenses related to
dependencies. subcontracted services or work.
PROJECT MANAGEMENT
Material Tracking
Monitoring and tracking the movement and usage of project Next Day Plan
materials.
Invoice Setup Planning and documenting tasks and activities for the following
day's work.
Configuring settings and templates for creating and customizing
invoices. Plan Vs Achieved
Budget View
Comparing planned project activities with actual progress achieved.
Viewing and analyzing the project budget, including costs and
expenditures. Labour Plan Report
Copy Project Recording and tracking overtime labor hours or work entries.
Creating a duplicate or copy of an existing project for replication
or template use. OT Labour Entry
Daily Labour Entry Generating reports on labor planning and allocation.
Recording and tracking daily labor hours or work entries.
OT Progressive Entry
Daily Progressive Entry
Tracking and documenting overtime work progress and
achievements.
Documenting and monitoring daily progress and achievements.
ADMIN SETTINGS
Client Creation
Process of creating and managing client accounts or profiles.
Vendors / Suppliers
Management of vendors and suppliers for procurement or
partnership purposes.
Contractor Warehouse
Handling and tracking contractors or external service providers Control and administration of inventory and stock in a
involved in projects. warehouse or storage facility.
Company System Settings
Management of company details, information, and Customizable configuration options to tailor the system's
organizational structure. behavior and functionality according to specific needs.
Resource Master MASTER SETTINGS
Centralized management of various resources such as
materials, labor, and equipment.
❖ Material Master
o Comprehensive control and organization of materials
used in operations or projects.
❖ Labour Master
o Efficient management of labor resources, including
skills, availability, and allocation.
❖ Equipment
o Efficient management of labor resources, including
skills, availability, and allocation.
Settings
Configurable options and preferences to customize the system
according to specific requirements.
Offer Notes
Digital Signature
Ability to add and manage notes or comments related to offers
or proposals.
Integration of digital signature capabilities for secure and
authenticated electronic document signing.
Approval Levels Email Templates
Hierarchical levels and workflows for approvals and Predefined templates for creating standardized and
authorization processes within the system. professional email communications.
Dashboard
HR MANAGEMENT
Centralized interface providing an overview and access to key
information in the system.
HR Settings
❖ Allowance Types
o Setup and management of different types of
allowances provided to employees.
❖ Detuction Types
o Configuration and administration of various deduction
types, such as taxes or loan repayments.
❖ OT Settings
o Customization of overtime settings, including
calculation methods and rates.
❖ Leave Settings User Settings
o Definition and management of different types of
employee leaves, such as annual leave or sick leave.
❖ Holiday Master ❖ Manage Users
o Maintenance of a holiday calendar with details of o Administration and management of user accounts,
public or company-specific holidays. including creation, modification, and deletion.
❖ Festival Master ❖ Role Permission
o Configuration of festivals or cultural events for o Configuration of access rights and permissions for
employee recognition and time-off. different user roles within the system.
❖ Assets Master ❖ Role Management
o Tracking and management of company assets, o Creation and management of user roles, defining their
including inventory, allocation, and maintenance. privileges and responsibilities.
Time & Attendance Leave Management HR MANAGEMENT
❖ Time Entry ❖ Leave Master
o Recording and tracking employees' work hours or o Setting up and configuring different types of leaves
timesheets. available to employees.
❖ Attendance ❖ Manage Leave
o Monitoring and managing employees' presence or o Handling and tracking employees' leave requests and
absence during work hours. balances.
❖ Attendance Register ❖ Approve Leave
o Maintaining a centralized record of employees' o Authorizing and approving employees' leave requests.
attendance data.
❖ Salary Details
o Storing and managing salary-related information for
employees. Salary Advance
Payroll ❖ Advance Request
o Allowing employees to request salary advances or
loans.
❖ Make Payment ❖ Approve Advance
o Processing and initiating salary payments to o Reviewing and approving employee salary advance
employees. requests.
Trip Sheet
Allowance Setup
❖ Mileage Log
o Recording and tracking the distance traveled for ❖ Allowance
business trips or expenses. o Configuring and managing different types of allowances
❖ Approval Trip List for employees.
o Managing and approving employee trip requests or ❖ Approve Allowance
expenses. o Reviewing and approving employee allowance requests.
LEAD MANAGEMENT
Dashboard
Streamlined interface for tracking and managing potential
customers throughout the sales process, facilitating efficient
lead nurturing and conversion.
Lead Tracking
The module tracks and stores all lead interactions and activities,
providing a comprehensive view of each lead's journey through
the sales pipeline.
Lead Nurturing
This feature assists in maintaining regular communication with
leads, typically through automated email campaigns or other
personalized interactions to keep them engaged and interested
in the company's offerings.
Analytics & Reporting
Conversion Tracking
The module may provide various analytics and reporting tools to
assess the effectiveness of lead generation and conversion
This feature helps to monitor leads throughout the entire sales
efforts.
funnel and track their progression to becoming paying
customers.
Client Invoice ACCOUNTS MANAGEMENT
❖ Invoice Dashboard
o Invoice Dashboard Tracking Client Payment Invoice
Tracking.
❖ Standalone Invoice
o The invoice provided is a standalone Bill of Quantities
(BOQ) based invoice, which includes the completed
work details.
❖ Progressive Invoice
o The progressive invoice includes tracking for both the
current and previously settled invoices.
Sub Contractor Invoice
Pettycash
❖ Outward
o The subcontractor outward invoice is generated based ❖ Request
on the work completed and will be settled once the o The user rethequests petty cash, and upon approval,
invoice is processed and approved for payment. requested cash is sent to the user.
❖ Outward Report ❖ Transaction
o Report generated by the project or by contractor. o The payment transaction bills are submitted for petty cash.
Supplier Invoice
Account Settings
❖ Purchase to Invoice
❖ Bank Details
o The invoice requires before proceeding to payment.
o To manage bank details
❖ Invoice to Purchase
❖ UPI Configuration
o The invoice from the supplier based on the purchase order,
o To Manage UPI Details
and then processing the invoice for payment.
DOCUMENT MANAGEMENT
Document Category
It provides a centralized repository to store various types of
documents, allowing users to organize them in folders or
categories.
Document Search
Users can quickly find and retrieve documents.
Access Control
Administrators can set access levels and permissions to ensure
that only authorized users can view, edit, or delete specific
documents.
Security & Complaince
Document Archiving The module includes security measures to protect sensitive
documents from unauthorized access and ensures compliance
Inactive or old documents can be archived to free up space and with industry regulations
maintain a more organized database.
Existing Stock
STOCK MANAGEMENT
Existing Stock Management is the process of overseeing and
controlling the inventory a business currently holds.
Stock Management
❖ Determining reorder points.
❖ Assigning stock valuations.
❖ Managing stock rotation.
❖ Conducting regular stocktaking.
❖ Implementing loss prevention measures.
❖ Maintaining supplier relationships.
❖ Forecasting demand.
❖ Categorizing inventory for better tracking.
❖ Generating reports for analysis. Purchase Order & Purchase
Purchase Order System Purchase order and Purchase Tracking in Single Entry.
The system allows users to create purchase orders with details Supplier Invoice
such as product or service description, quantity, unit price,
delivery date, and payment terms. The supplier invoice is a document in stock management that
serves as a basis for processing payments to suppliers
Purchase GRN
Reports
A Purchase Goods Receipt Note (GRN) is a document used in
business to acknowledge the receipt of goods or services from a ❖ Inward Report
supplier. ❖ Purchase Report
ASSET MANAGEMENT
Asset Settings
❖ Equipment Group
o Allow users to organize assets.
❖ Asset Details
o Allow users to manage and track asset details.
❖ Stock Details
o Allowi users to manage and track stock details.
Asset Track
❖ Asset Request
o Allow users to manage requested assets details.
❖ Asset Approval Asset Reports
o Allow users to manage and approved assets details.
❖ Asset Return It provides audit trails and generates reports on asset data,
o Allow users to manage and track returned asset performance, and historical information.
details.
ACCOMMODATION MANAGEMENT
House Details
Allow users to manage and track employee accommodation
details.
Employee Accommodation Reports
Allow users to manage and track employee accommodation Allow users to generate and maintain the employee
details. accommodation reports.
