# OConstruction > OConstruction is all-in-one construction management software for contractors, builders, project owners, engineers, vendors, and audit teams. This file contains the product pages and Help Center articles of https://www.oconstruction.io as markdown. The page index is at https://www.oconstruction.io/llms.txt. # Construction Management Software for Builders and Contractors Source: https://www.oconstruction.io OConstruction is all-in-one construction management software to manage projects, vendors, compliance, site operations, and costs. ✨Build Smarter. Deliver On Time. Streamline planning, scheduling, budgeting, and team collaboration with OConstruction built for contractors, vendor and audit teams. No credit card15-day trialCancel anytime ![construction_dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/06/construction_dashboard.svg) ![dashboard_black](https://backend.oconstruction.io/wp-content/uploads/2025/06/dashboard_black.svg) Benefits ## Why Construction Teams Love Oconstruction Build faster, smarter, and more collaboratively with a platform tailored for the construction lifecycle. Whether you're managing complex infrastructure projects or residential developments, OConstruction empowers teams with clarity, control, and confidence. ![All Projects, One Dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/06/All-Projects-One-Dashboard.svg) 01 ### All Projects, One Dashboard Manage multi-site construction projects with a centralized overview of tasks, timelines, and progress. ![Track Progress in Real-Time](https://backend.oconstruction.io/wp-content/uploads/2025/06/Track-Progress-in-Real-Time.svg) 02 ### Track Progress in Real-Time Get instant visibility into daily progress, resource allocation, and milestone status. ![Stay On Budget](https://backend.oconstruction.io/wp-content/uploads/2025/06/Stay-On-Budget.svg) 03 ### Stay On Budget Track expenses, purchase orders, and payments with precise cost control features ![Scalable Structure_1](https://backend.oconstruction.io/wp-content/uploads/2025/06/Scalable-Structure_1.svg) 04 ### Scalable Structure Connect engineers, field staff, vendors, and clients in one seamless platform. ## Built for the Construction Industry Designed with builders, engineers, and contractors in mind, OConstruction helps you digitize, organize, and execute your entire workflow from planning to billing. ### Construction Lifecycle ![Construction Lifecycle](https://backend.oconstruction.io/wp-content/uploads/2025/06/construction.webp) #### Project Lifecycle Management Track each construction phase from initiation to completion, ensuring timelines and tasks stay aligned across all sites. #### Site Activity Overview Monitor real-time updates from project sites, including work progress, safety logs, and daily team activities. #### Milestone Tracking Define and follow key construction milestones. Get alerts when goals are achieved or if delays occur. #### Workforce Allocation Assign labor based on skill sets, availability, and location to avoid delays and optimize site output. #### Site Visit Logs Log, manage, and review site visits with notes, images, and updates—keeping everything transparent and traceable. ### Programs Suite ![Programs Suite](https://backend.oconstruction.io/wp-content/uploads/2025/06/programs-2.webp) #### Custom Program Setup Create structured programs to group related projects under one goal or department for better management and tracking. #### Phase-Wise Execution Break programs into phases or stages with defined timelines, responsibilities, and outcomes to streamline delivery. #### Cross-Project Reporting Generate reports across multiple projects within a program for consolidated insights and smarter decisions. #### Resource Pool Allocation Assign shared resources (teams, tools, budgets) across multiple projects in a program to increase efficiency. #### Program Health Dashboard Monitor overall program performance using real-time data, KPIs, and visual indicators for proactive intervention. ### Dashboard ![Dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/06/dashboard-2.webp) #### Real-Time Overview View project updates, vendor actions, team activity, and inventory from one central dashboard. Make fast, informed decisions. #### Customizable Widgets Track KPIs like material usage, project progress, and site activity. Customize the dashboard to match your workflow. #### Visual Insights Use clear, color-coded charts and reports to identify trends, issues, or delays across your construction projects. #### Quick Actions Quickly assign tasks, raise issues, or update progress—all from one spot to keep teams focused and productive. #### Mobile Access Access the dashboard anytime, anywhere. Stay updated and responsive, even while on-site or traveling. ### Vendor Management ![Vendor Management](https://backend.oconstruction.io/wp-content/uploads/2025/06/vendors.webp) #### Centralized Vendor Profiles Keep all vendor information, contacts, history, and certifications organized in one secure and accessible location. #### Performance Tracking Monitor vendor performance, delivery schedules, and reliability to ensure standards are met on every project. #### Approval Workflow Simplify vendor onboarding and approval with streamlined workflows that reduce delays and manual steps. #### Contract & Document Storage Upload and manage contracts, invoices, and compliance documents with secure, searchable storage. #### Communication Hub Communicate directly with vendors via integrated tools to reduce confusion and speed up coordination. ### Contractor Hub ![Contractor Hub](https://backend.oconstruction.io/wp-content/uploads/2025/06/Contractors.webp) #### Detailed Contractor Directory Maintain records of skills, certifications, and past performance to assign the right person to the right job. #### Project Assignment Tracker Assign contractors to tasks and track work progress, deadlines, and contributions from a single view. #### Compliance Checks Ensure contractor qualifications and safety requirements are current and verified before project start. #### Payment & Invoicing Automate payment calculations based on logged hours or milestones to simplify financial management. #### Feedback & Ratings Evaluate contractor performance with feedback and ratings to maintain quality and accountability. ### Inventory Management ![Inventory Management](https://backend.oconstruction.io/wp-content/uploads/2025/06/Inventory-1.webp) #### Real-Time Inventory Levels Monitor stock usage, availability, and reorder levels across multiple warehouses and sites. #### Automated Replenishment Set thresholds to trigger restocks automatically and avoid critical shortages mid-project. #### Material Categorization Organize inventory by material type, usage area, or supplier to improve traceability. #### Location-Wise Inventory Track what’s available at each site or warehouse to optimize resource distribution. #### Waste & Utilization Reports Analyze usage patterns and wastage to improve cost control and reduce material loss. ### Budget & Expenses Control ![Budget & Expenses Control](https://backend.oconstruction.io/wp-content/uploads/2025/06/budget.webp) #### Centralized Financial Visibility Gain a complete view of budgets and expenses across all projects, departments, and sites. Maintain clarity and prevent financial blind spots. #### Forecast vs. Reality Track budgeted vs. actual costs in real time. Identify overruns early and make informed decisions to protect profit margins. #### Smart Categorization & Tagging Organize costs by category: materials, labor, equipment - for easy tracking, detailed reporting, and improved cost control. #### Receipts, Reports & Variance Logs Upload receipts and generate variance reports that highlight deviations. Understand spending behavior to tighten financial planning. #### Approval-Driven & Alert-Ready Control expenses and budgets with multi-level approvals, real-time alerts, and digital sign-offs that reduce delays and eliminate overspending. ### Resources Center ![Resources Center](https://backend.oconstruction.io/wp-content/uploads/2025/06/Resources-1.webp) #### Knowledge Base Access Provide quick access to internal guides, training manuals, and FAQs for faster learning and support. #### Document Repository Store contracts, drawings, permits, and project files in a central, searchable library. #### Best Practice Templates Use ready-made templates for proposals, reports, and compliance to save time and maintain quality. #### Team Collaboration Files Allow teams to share and update documents, photos, and progress notes in real-time. #### Resource Usage Reports Track how time, labor, and materials are used across jobs to improve planning and reduce waste. ### Approval and Configuration ![Approval and Configuration](https://backend.oconstruction.io/wp-content/uploads/2025/06/my_approvals.webp) #### User Roles & Access Controls Assign custom roles and approval limits based on job functions. Ensure only the right people approve, access, or modify project-critical data. #### Custom Workflow Automation Design and adapt approval workflows to match your construction lifecycle from budget sign-offs to vendor onboarding with precision and flexibility. #### Smart Alerts & One-Click Actions Receive instant alerts for pending approvals and take action approve, reject, or comment directly from your dashboard or email. #### Approval Logs & Audit Trail Maintain a transparent history of every approval with time-stamped logs, comments, and status updates for accountability and compliance. #### Secure & Branded Experience Control system visibility, personalize your workspace with brand themes, and safeguard approvals with enterprise-grade backup and security. Services ## Construction Solutions, Delivered OConstruction isn't just software, it's your digital partner for planning, tracking, and executing every phase of construction. Our powerful suite of services ### Custom Workflow Setup Every construction business is unique. We help you build workflows that align with your internal operations from planning to handover. Automate approvals, assign tasks, and streamline communication based on your existing process. ### Vendor & Contractor Tracking Tools Maintain a centralized directory of contractors, subcontractors, and suppliers. Assign work, track payment history, evaluate performance, and keep communication records all in one place. ### Purchase Request & Approval Process Manage procurement with speed and accuracy. Field staff can submit purchase requests directly from the site. Custom approval flows ensure timely decisions across procurement, finance, and operations. ### Multi-project Oversight Oversee all your jobs from a single control panel. Compare project timelines, budgets, and progress. Easily switch between locations, teams, or clients without losing track. ### Crew & Shift Planning Schedule shifts and allocate teams based on skill sets, availability, and site needs. Get visibility into workforce coverage and avoid scheduling conflicts or idle time. ### Integrated Dashboards & KPIs View real-time dashboards that track KPIs like cost vs. budget, work completion rates, resource utilization, and site productivity. Make decisions backed by live data instead of guesswork. Testimonials ## Hear What Our 1000+ Clients Say "OConstruction completely changed how we manage our projects. We can track every task, material order, and deadline without juggling spreadsheets. Our team saves hours every week, and client updates are now just a click away." SV ### Ravi Kumar Site Manager "Before OConstruction, our approvals and reporting took days. Now, everything is streamlined in one dashboard — from Gantt charts to budget tracking. It’s like having a dedicated project manager in the cloud." SV ### Anita Desai, Project Coordinator "We’ve cut project delays by nearly 50% since moving to OConstruction. Everyone from engineers to site supervisors has the same real-time view, which means fewer mistakes and faster decision-making." SV ### Manoj Shah Construction Director "No more chasing updates through endless calls and emails. OConstruction keeps all communication, documents, and timelines in one place. It’s a huge stress reliever for our operations team." SV ### Pooja Mehta Operations Head "With OConstruction, we finally have accurate cost and timeline forecasts. This has improved our bids, reduced overruns, and strengthened our relationships with clients. The ROI was immediate." SV ### Vikram Singh Contractor "OConstruction has brought complete transparency to our projects. Our crews, architects, and clients all work off the same live updates, which has eliminated a lot of miscommunication. We’re finishing jobs faster and with fewer surprises." SV ### Michael Thompson Project Manager "We used to rely on a mix of emails, spreadsheets, and phone calls to track progress. OConstruction put everything in one place — schedules, budgets, permits — making our operations smoother and way more efficient." SV ### Sarah Mitchell Construction Operations Lead "As a general contractor, I need instant access to project data from anywhere. OConstruction’s mobile-friendly platform keeps me connected to my sites and teams 24/7, whether I’m in the office or on the road." SV ### James Carter General Contractor "Switching to OConstruction was one of our best decisions. Our teams collaborate better, our clients get real-time visibility, and we’ve reduced project overruns significantly. It’s a win-win for everyone involved." SV ### Laura Bennett Construction Firm Owner Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) FAQS ## OConstruction FAQs --- # Construction Management Software Pricing for Every Team Size Source: https://www.oconstruction.io/pricing Explore OConstruction pricing plans for construction management software. Compare features and choose the right plan for your projects. ✨Simple, Transparent Pricing Simple, transparent pricing that scales with your projects, teams, and operational complexity No credit card15-day trialCancel anytime Pricing ## Simple, Per-Seat Pricing for Construction Teams One transparent plan for growing teams, one custom plan for multi-region enterprise programs. No setup fees. Cancel anytime. Most Popular ### Premium For growing contractors and PMOs running multiple active sites. $24/ user / month Billed monthly [Start your 15-day free trial](https://www.crmleaf.com/oconstruction-signup) Includes all Project, Resource, Vendor & Contractor Management features in the comparison below. No credit card required. ### Enterprise For multinational EPC and infrastructure programs with custom security, support, and rollout needs. Custom Volume seat pricing · billed annually [Talk to Sales](https://www.oconstruction.io/contact-us) Everything in Premium, plus SSO, dedicated onboarding, custom SLAs, and regional data residency — see the full comparison below. Feature comparison Premium Enterprise Project Management Task & Activity Tracking Daily Progress Reporting Site Survey Management Kanban Boards Project Timelines Custom Dashboards Document Management Organizational Hierarchies User Access Control Resource Management Time Tracking Resource Allocation Resource Scheduling Resource Utilization Resource Optimization Crew Management Skills & Certification Tracking Training Management Vendor Management Vendor Directory (Master) Vendor Contracts Products & Services Vendor Payments Quotes & Communications Vendor Dashboards & Reports Contractor Management Contractor Directory (Master) Contractor Contracts Subcontractor Quotes Payments & Invoices Communication Logs Contractor Dashboards & Reports Enterprise & Security Single Sign-On (SSO / SAML) Dedicated Customer Success Manager Custom SLA & Uptime Guarantee API & Webhook Access Multi-Entity / Multi-Currency Consolidation Regional Data Residency (GDPR / SOC 2-aligned) Priority Support & White-Glove Onboarding Why teams switch ## Teams Don't Just Adopt OConstruction. They Stay On It. “ OConstruction gave our regional offices one shared view of every active site. We stopped reconciling spreadsheets at month-end and started catching budget drift while there was still time to act. DH Derek Holloway VP of Field Operations, US “ Running a multi-site EPC program across the Gulf used to mean five different update threads. With OConstruction, head office sees site-verified progress the same day it happens. KA Khalid Al-Mansoori Construction Director, MEA Pricing questions ## Pricing FAQs Everything you need to know before you start a trial or talk to sales. OConstruction Premium is $24 per user per month billed monthly, or $22 per user per month billed annually. It includes every Project, Resource, Vendor, and Contractor Management feature. Enterprise pricing is custom and scales by seat volume. Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Pick a Plan. Go Live in 48 Hours. Start free on Premium, or talk to sales about an Enterprise rollout across your sites. [Start your 15-day free trial](https://www.crmleaf.com/oconstruction-signup)[Talk to Sales](https://www.oconstruction.io/contact-us) No credit card required Free implementation support Enterprise-grade support --- # Construction Project Management Software for Specialty Contractors Source: https://www.oconstruction.io/specialty-contractors Specialty contractors deliver skilled trade services like electrical, plumbing, HVAC, and finishing for safe, quality construction. ✨Software for Specialty & High-Risk Contractors Plan complex work, manage high-risk operations, ensure safety compliance, and control costs — all from one unified construction platform. No credit card15-day trialCancel anytime Features ## Key Features for Specialty Contractors Purpose-built capabilities designed to manage complex, high-risk specialty construction work with precision. ### Project Planning for High-Risk Work Plan projects using structured phases, WBS, activities, and tasks. Manage materials, BOQs, and resources while sequencing work safely with Gantt charts — ideal for remediation zones, demolition phases, and specialty scopes ### Pre-Task Planning & Hazard Control Identify job-specific hazards, define mitigation steps, and ensure crews acknowledge safety requirements before work begins. Digital Pre-Task Plans standardize safety preparation across high-risk environments. ### Daily Execution & Field Reporting Track daily progress, completed work, site conditions, and delays directly from the field. Keep office teams informed with real-time updates on execution and productivity. ### Timesheets & Workforce Tracking Capture labor hours, roles, and site assignments using digital timesheets and time logs. Improve payroll accuracy and gain visibility into workforce utilization across crews and projects ### Safety Meetings & Field Communication Conduct structured daily safety meetings and toolbox talks. Document safety topics, hazard discussions, and attendance with digital signatures for defensible records. ### QA/QC, Inspections & Punch Lists Perform inspections, log observations, and manage punch lists directly from mobile devices. Assign corrective actions, track status, and close issues with full accountability. ### Contractor, Vendor & Specialty Crew Management Onboard subcontractors and specialty vendors, assign scopes of work, and track performance. Maintain coordination across multiple trades and service providers. ### Cost Control, BOQ & Approvals Track BOQ quantities, labor, and material usage against planned values. Manage approvals and monitor planned vs actual costs to protect margins on tightly scoped work. ### Reports & Operational Dashboards Access real-time dashboards covering project progress, safety compliance, labor productivity, quality issues, and cost performance to support informed decision-making. ### Mobile-First Field Operations Enable supervisors and crews to update progress, complete safety workflows, log time, and perform inspections from mobile devices — even in challenging site conditions. ## Benefits That Drive Safer, Smarter Specialty Construction Real, measurable outcomes that improve safety, visibility, compliance, and cost control across specialty construction projects. ### Stronger Safety Compliance Standardized digital safety documentation ### Lower Operational Risk Fewer incidents through proactive planning ### Real-Time Field Visibility Daily progress and execution clarity ### Accurate Cost & Labor Control Reliable tracking of time and costs ### Faster Approvals & Decisions Streamlined workflows reduce delays ### Audit-Ready Project Records Defensible safety and quality logs ## Who Uses OConstruction Built for specialty contractors managing complex, regulated, and high-risk construction operations. ### Environmental & Remediation Contractors Manage hazardous materials, safety plans, inspections, and compliance documentation efficiently. ### Reduced Incidents & Near-Misses Plan phased demolition work, control risks, and track daily execution safely. ### Fireproofing & Fire Protection Contractors Coordinate specialized scopes, inspections, and quality documentation for fire safety systems. ### Renovation & Retrofit Specialists Execute complex retrofit projects with structured planning and real-time field visibility. ### Regulated Specialty Trade Contractors Maintain compliance, safety records, and audit-ready documentation across regulated environments ### High-Risk & Compliance-Driven Contractors Control hazards, standardize workflows, and reduce operational risk on critical projects. ## Switch From Manual & Disconnected Tools Replace spreadsheets, paperwork, and disconnected systems with one platform that improves safety, execution quality, compliance, and profitability for specialty construction work. ### Without OConstruction ### With OConstruction × Project planning spread across spreadsheets, emails, and static schedules ✓ Structured project planning with phases, WBS, activities, and tasks × Safety plans, toolbox talks, and inspections documented on paper ✓ Digital Pre-Task Plans, Safety Meetings, and inspections completed in the field × Limited visibility into daily progress, labor hours, and contractor performance ✓ Real-time daily progress, timesheets, and contractor assignments × Inconsistent hazard identification and mitigation across crews and shifts ✓ Centralized documentation with signatures and audit trails × Difficulty proving compliance during audits, inspections, or client reviews ✓ Live dashboards for project status, safety, quality, and cost × Reactive cost tracking and delayed approvals ✓ Faster approvals and proactive cost control Blogs ## Stay ahead with the Latest Insights [Specialty Contract... December 22, 2025 ### Why Specialty Contractors Need Industry-Specific Project Management Software](https://www.oconstruction.io/blog/why-specialty-contractors-need-industry-specific-project-management-software) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software) --- # Construction Project Management & Quality Software for Building Contractors Source: https://www.oconstruction.io/building-contractor-management-software Keep crews safe and work up to standard with pre-task plans, checklists, and daily safety steps built for building contractors. Manage construction projects with real-time progress tracking, standardized digital inspections, RFI workflows, and centralized communication. Optimized for building contractors seeking higher quality delivery. [Try it Free](https://www.crmleaf.com/oconstruction-signup) No credit card15-day trialCancel anytime ![Feature Image](https://backend.oconstruction.io/wp-content/uploads/2025/12/banner_image-1.avif) Features ## Construction Project Management & Quality Features Powerful tools to streamline site operations, ensure compliance, and deliver high-quality projects on time. ### Real-Time Project Tracking Monitor progress, tasks, and milestones instantly to prevent delays and bottlenecks. ### Digital Site Inspections Capture issues, assign actions, and ensure compliance with organized inspection reports. ### Centralized Document Control Store drawings and reports in one place with version-controlled access. ### Quality Checklists & Audits Standardize inspections with customizable checklists for consistent construction quality. ### Issue & Defect Management Log defects with photos, track responsibility, and verify timely resolutions. ### Workforce Coordination Assign tasks, track productivity, and improve accountability across all teams. ### Safety Compliance & Reporting Digitally manage safety checks and incidents to maintain secure job sites. ### Mobile-First Field Execution Enable field teams to work smarter with offline-ready mobile access. ## How it Works? Streamline progress tracking, quality checks, and billing with connected workflows. ### Step - 1 Plan Define activities, milestones & BOQ for each building project. ### Step - 2 Track Engineers capture daily progress from mobile with photos. ### Step - 3 Inspect QC checklists + RFIs + drawing control remove rework. ### Step - 4 Deliver Snag-free handovers and accurate billing. ## Construction Challenges That Slow Projects Down From delays to costly rework — construction teams face daily hurdles that impact timelines, quality, and profitability. ### Schedule Delays Project timelines slip due to rework, slow approvals, and coordination gaps. ### Cost Overruns Budgets exceed plans because of errors, manual tracking, and poor forecasting. ### Quality Non-Compliance Defects and failures arise when inspections are irregular or poorly documented. ### Safety Incidents Unsafe site practices and missing safety checks lead to accidents and downtime. ### Communication Breakdowns Teams lack real-time updates, causing confusion and delayed decisions. ### Document Chaos Critical drawings and reports get misplaced, outdated, or version-mismatched. Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Pre-Task Plan Software for Construction Teams Source: https://www.oconstruction.io/pre-task-plan Create clear pre-task plans, identify hazards, and keep your crews safe with easy construction PTP software. ✨Digital Pre-Task Plan & Hazard Controls Identify hazards, assign controls, and align crews before work begins — ensuring safer, compliant, and more predictable job-site operations. No credit card15-day trialCancel anytime Features ## Digital Pre-Task Plans Built for Construction Workflows Digitize daily planning with structured hazard mapping, signature capture, and automatic recordkeeping for every shift. ### Project & Shift Selection Create Pre-Task Plans for specific projects, shift times, and task groups. ### Checklist Selection Choose predefined checklists or load trade-specific safety templates. ### Activity & Hazard Mapping Select activities, link hazards, and assign required mitigation steps. ### Hazard Library Use standardized hazard categories to ensure consistent planning across all crews. ### Mitigation & Control Measures Assign engineered, administrative, or PPE controls per hazard. ### Worker List Auto-Load Auto-populate team members assigned to the project or shift. ### Digital Signature Capture Workers sign digitally to confirm participation and acknowledgment. ### Supervisor Notes Add comments, clarifications, or task-specific instructions. ### Pre-Task Plan History Automatic recordkeeping for audits, daily logs, and compliance reviews. ### Export & Share Download or export PTPs for documentation, incident reports, or safety records. ## Turn Safety Planning Into Measurable Results Digital PTPs help crews identify hazards, align on controls, and maintain full compliance — every shift, every site. ### Stronger safety compliance Every shift starts with a standardized hazard review process. ### Reduced job-site incidents Clear hazard identification and mitigation reduce risks and near-misses. ### Better crew alignment Every worker signs and acknowledges the day’s tasks and safety plan. ### Faster documentation No scanning or filing — all PTPs are saved automatically and easily retrievable. ### Improved audit readiness Time stamped digital records maintain transparency and regulatory compliance. ### Consistent processes across teams Standardized templates ensure that every trade follows the same safety procedures. ## Switch From Manual Processes Digitize your Pre-Task Planning with a standardized, compliant, and worker-friendly process that improves safety, reduces incidents, and keeps job sites audit-ready. ### Without OConstruction ### With OConstruction × Paper plans lost or incomplete ✓ Digital plans every shift × Missing worker safety sign-offs ✓ Standardized hazards and controls × Hazards not consistently assessed ✓ Easy digital worker signatures × Supervisors buried in paperwork ✓ Automatic audit-ready records × No real-time safety visibility ✓ Real-time safety oversight Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Daily Timesheet Software for Field Teams Source: https://www.oconstruction.io/construction-daily-timesheet Track crew hours, daily logs, and jobsite productivity with a simple construction daily timesheet that boosts efficiency. ✨Construction Timesheet & Approvals Mobile-first time tracking, supervisor approvals, and payroll-ready exports — built for contractors and scalable across any job site. No credit card15-day trialCancel anytime Features ## Smart Timesheets Designed for Construction Workflows Track labor hours, verify work, approve times, and export payroll-ready records — across every project and job site. ### Project & Site Selection Quickly assign timesheets to specific projects, job sites, or phases. ### Clock In / Clock Out Simple mobile time entry with manual edits, break tracking, and supervisor notes. ### Overtime & Shift Rules Configurable ST/OT rules per region, union, job classification, or company policy. ### Role Mapping Allocate hours to labor roles for precise job costing and resource reporting. ### Photo & Attachment Support Add images or documents to verify work progress or site conditions. ### Offline Mode Capture and store entries without internet; auto-sync when online. ### Bulk Approvals & Exports Approve multiple entries at once and generate pay-ready CSV or system exports. ### Audit Log & Revision History Track all edits, approvals, and notes with an immutable, timestamped history. ### Supervisor Review Workflow Foremen can approve, edit, or request changes from mobile or desktop. ### Payroll & Accounting Export Export timesheets formatted for QuickBooks, ADP, Sage, and other payroll tools. ## Real Results for Field & Finance Teams With digital timesheets, contractors speed up payroll, reduce errors, and gain real-time visibility into labor costs. ### Faster payroll processing Reduce payroll cycle time with validated, accurate timesheets. ### Fewer payroll errors Eliminate manual entry mistakes and inconsistent records. ### Better job costing insights Allocate labor costs accurately to improve forecasting and profitability. ### Improved accountability Notes, photos, and audit logs minimize disputes and ensure compliance. ### Enhanced productivity View crew deployment, overtime, and labor utilization in real time. ### Scalable for any contractor Suitable for subcontractors, general contractors, multi-site builders. ## Switch From Manual Processes Transform slow, error-prone manual time tracking into a streamlined field-to-payroll workflow that improves accuracy, reduces labor costs, and boosts project profitability. ### Without OConstruction ### With OConstruction × Paper-based time tracking ✓ Mobile time capture × Slow, error-prone payroll ✓ Quick supervisor approvals × Inaccurate job costing ✓ Payroll-ready exports × No approval records ✓ Secure audit trail × Zero labor visibility ✓ Real-time labor insights Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Safety Meeting Software for Daily Toolbox Talks Source: https://www.oconstruction.io/construction-safety-meeting Run toolbox talks, record attendance, and boost jobsite safety with a simple, efficient safety meeting tool for every team. ✨Safety Meetings for Construction Teams Standardize safety discussions, document hazards, capture attendance, and stay fully compliant - every shift, every job site. No credit card15-day trialCancel anytime Features ## Smart, Structured Safety Meetings for Every Job Site A single platform to plan daily safety talks, assess hazards, track attendance, capture signatures, and maintain audit-ready records - across every project, site, and shift. ### Project, Site & Shift Selection Record safety meetings by project, site, shift, and environmental conditions like weather and temperature every day. ### Daily Dozen Topic Entry Capture the day’s key safety focus, training inputs, alerts, and reminders during pre-work discussions ### Pre-Work Hazard Assessment Identify potential risks before work begins and log hazards with clear relevance and safety implications. ### General Work Summary Specify planned work activities including tools, equipment, machinery, and materials crews will use that day. ### Comprehensive Safety Topic List Select from OSHA-aligned safety topics to ensure complete coverage across activities, hazards, and risk areas. ### Structured Notes & Details Add detailed notes, impacts, and preventive actions to strengthen safety awareness and ensure task readiness. ### Digital Signature Capture Collect secure digital signatures from workers confirming attendance, participation, and safety understanding clearly. ### Attendance Tracking Load crew lists automatically and verify individual sign-ins to ensure full workforce participation compliance. ### Supervisor Signature Supervisor verifies accuracy and approves the meeting, completing documentation and locking further edits instantly. ### Automatic Documentation Every safety meeting is stored digitally, easily searchable, downloadable, and fully prepared for compliance checks. ## Safer Sites. Stronger Compliance. Zero Paperwork. Daily digital safety meetings help crews stay aligned, reduce risks, improve compliance, and build a stronger safety-first culture across every job site. ### Improved Safety Culture Daily structured discussions reinforce hazard awareness. ### Reduced Incidents & Near-Misses Clear communication reduces misunderstandings. ### Consistent Safety Messaging No more skipped topics or incomplete toolbox talks. ### Audit-Ready Records Timestamped meeting logs, signatures, and topics stored securely. ### Faster Field Communication Complete meetings quickly without dealing with paper forms. ### Accurate Attendance Tracking Every worker’s acknowledgement is recorded using digital signatures. ## Switch From Manual Processes Ensure consistent, documented, and compliant daily safety communication across every crew, job site, and shift through an easy-to-use digital Safety Meeting workflow. ### Without OConstruction ### With OConstruction × Paper-based, lost records ✓ Digital, secure records × Poor crew communication ✓ Standardized safety talks × No topic tracking ✓ Clear shift alignment × Missing worker sign-offs ✓ Easy digital signatures × Hard audit retrieval ✓ Instant audit access Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Product Roadmap Source: https://www.oconstruction.io/roadmap See what's next for OConstruction: upcoming features, improvements in progress, and recently shipped updates to the construction management platform. ## TimeLine Roadmap Future releases and innovations [What's New](https://www.oconstruction.io/whats-new) ## 2026 Q2 Feature Cards Future ### AI & Predictive Intelligence Q2 ### AI & Predictive Intelligence Future Feature Cards Future ### Multilingual Support Q2 ### Multilingual Support Future Q1 Feature Cards Future ### Document Management System Q1 ### Document Management System Future Feature Cards Future ### Bid Management Q1 ### Bid Management Future Feature Cards Future ### Daily Timesheet Report Q1 ### Daily Timesheet Report Future Feature Cards Future ### Quotation / Estimate Management Q1 ### Quotation / Estimate Management Future Feature Cards Future ### BIM Integration Q1 ### BIM Integration Future Feature Cards Future ### Real-Time Analytics Dashboard Q1 ### Real-Time Analytics Dashboard Future ## 2025 Q4 Feature Cards Released ### DPR Approval Workflow Q4 ### DPR Approval Workflow Released Feature Cards Released ### BOQ View Inside Project Q4 ### BOQ View Inside Project Released Feature Cards Released ### Checklist Creation with Line Items Q4 ### Checklist Creation with Line Items Released Feature Cards Released ### Collapsed Project Menu Grouping Q4 ### Collapsed Project Menu Grouping Released Bug Fix Released ### DPR attachment fixes Q4 ### DPR attachment fixes Released Bug Fix Released ### Checklist creation fixes Q4 ### Checklist creation fixes Released Feature Cards Released ### Pre-Task Planning Module Q4 ### Pre-Task Planning Module Released Feature Cards Released ### Safety Meeting Module Q4 ### Safety Meeting Module Released Feature Cards Released ### Mobile App for playstore Q4 ### Mobile App for playstore Released Q3 Feature CardsBudget Insights Released ### Finance Enhancements Q3 ### Finance Enhancements Released Feature Cards Released ### WBS Dependencies Q3 ### WBS Dependencies Released Bug Fix Released ### WBS/Activity fixes Q3 ### WBS/Activity fixes Released Feature Cards Released ### Activity Actuals & WBS Actuals Q3 ### Activity Actuals & WBS Actuals Released Feature Cards Released ### Client Billing Enhancements Q3 ### Client Billing Enhancements Released Bug Fix Released ### Billing fixes Q3 ### Billing fixes Released Feature Cards Released ### Punchlist System Improvements Q3 ### Punchlist System Improvements Released Feature Cards Released ### DPR (Daily Progress Report) – Web & Mobile Q3 ### DPR (Daily Progress Report) – Web & Mobile Released Bug Fix Released ### Punchlist fixes Q3 ### Punchlist fixes Released Q2 Feature Cards Released ### Pre/During/Post Inspection Types Q2 ### Pre/During/Post Inspection Types Released Feature Cards Released ### Checklist Selection During Setup Q2 ### Checklist Selection During Setup Released Feature CardsProgram → Project → WBS → Activity → Task Released ### Project Dependency Rules Q2 ### Project Dependency Rules Released Feature Cards Released ### Auto-Fill Roles Q2 ### Auto-Fill Roles Released Feature Cards Released ### Theme & UI Upgrade Q2 ### Theme & UI Upgrade Released Bug Fix Released ### Checklist edit/delete restriction Q2 ### Checklist edit/delete restriction Released Feature Cards Released ### Permit Management System Q2 ### Permit Management System Released Feature Cards Released ### Service Management Module Q2 ### Service Management Module Released Feature Cards Released ### Punch List System Q2 ### Punch List System Released Feature Cards Released ### Change Request Workflow Q2 ### Change Request Workflow Released Bug Fix Released ### Calendar filter fixes Q2 ### Calendar filter fixes Released Bug Fix Released ### Vendor/Contractor fixes Q2 ### Vendor/Contractor fixes Released Feature CardsKPIs • Monitoring Released ### Site Management Module Q2 ### Site Management Module Released Feature Cards Released ### Vendor & Contractor KPI Dashboard Q2 ### Vendor & Contractor KPI Dashboard Released Feature Cards Released ### Subscription by Feature (Pricing Plans) Q2 ### Subscription by Feature (Pricing Plans) Released Bug Fix Released ### Asset & Item Master Fixes Q2 ### Asset & Item Master Fixes Released Q1 Feature Cards Vendor onboarding & tracking Released ### Vendor Management Module Q1 ### Vendor Management Module Released Feature Cards Released ### Client Management Module Q1 ### Client Management Module Released Feature CardsCompliance • Settings • Certifications Released ### Contractor Management Module Q1 ### Contractor Management Module Released Bug Fix Released ### Contractor module issue fixes Q1 ### Contractor module issue fixes Released Bug Fix Released ### Client module UX fixes Q1 ### Client module UX fixes Released Feature CardsOwnership rules for all levels Released ### Default Project Unit Setup Q1 ### Default Project Unit Setup Released Feature Cards Released ### Inspection Approval Workflow Q1 ### Inspection Approval Workflow Released Feature Cards Released ### Activity-Level Inspection Options Q1 ### Activity-Level Inspection Options Released Feature Cards Released ### Add Inspection from Activity Details Q1 ### Add Inspection from Activity Details Released Bug Fix Released ### Checklist sync fixes Q1 ### Checklist sync fixes Released Bug Fix Released ### Signup responsive fixes Q1 ### Signup responsive fixes Released ## 2024 Q4 Feature Cards Released ### Inspection Submission Workflow Q4 ### Inspection Submission Workflow Released Feature Cards Released ### Push Notifications (Mobile) Q4 ### Push Notifications (Mobile) Released Feature CardsBetter forms • Better checklist logic Released ### Inspection, Observation & Safety Enhancements Q4 ### Inspection, Observation & Safety Enhancements Released Feature CardsBetter selection • More controls Released ### Checklist Improvements Q4 ### Checklist Improvements Released Bug Fix Released ### Safety UI Fixes Q4 ### Safety UI Fixes Released Bug Fix Released ### Inspection option fixes Q4 ### Inspection option fixes Released Feature CardsShifts • Workforce structure Released ### Human Capital Module Q4 ### Human Capital Module Released Feature Cards Released ### Finance Settings Q4 ### Finance Settings Released Feature Cards Released ### My Approvals Module Q4 ### My Approvals Module Released Feature Cards Released ### Resources Module Q4 ### Resources Module Released Feature CardsWork breakdown structure Released ### WBS Module Q4 ### WBS Module Released Feature Cards Released ### Activity Module Q4 ### Activity Module Released Feature Cards Released ### Inspection Linked to Activity Q4 ### Inspection Linked to Activity Released Feature Cards Released ### Mobile QA App Release Q4 ### Mobile QA App Release Released Bug Fix Released ### WBS / Activity fixes Q4 ### WBS / Activity fixes Released Q3 Feature Cards Released ### Timeline Module (Gantt View) Q3 ### Timeline Module (Gantt View) Released Feature Cards Released ### Launchpad Module Q3 ### Launchpad Module Released Bug Fix Released ### Timeline Visual & Performance Fixes Q3 ### Timeline Visual & Performance Fixes Released Feature Cards Released ### Program Module Q3 ### Program Module Released Feature CardsToday • Overdue • Upcoming • Delegated Released ### My Tasks (Smart Worklist) Q3 ### My Tasks (Smart Worklist) Released Feature Cards Released ### Organization Hierarchy Q3 ### Organization Hierarchy Released Feature Cards Pre / During / Post inspection Released ### Site Inspection Module Q3 ### Site Inspection Module Released Feature Cards Released ### Observation Tracking Module Q3 ### Observation Tracking Module Released Feature CardsHazards • Safety reports Released ### Safety Management Q3 ### Safety Management Released Feature Cards Released ### Inspection + Checklist Linked With Milestone Q3 ### Inspection + Checklist Linked With Milestone Released Bug Fix Released ### Inspection sync fixes Q3 ### Inspection sync fixes Released Bug Fix Released ### Observation & Safety fixes Q3 ### Observation & Safety fixes Released Q2 Feature CardsAndroid & iOS version for field teams Released ### Mobile App – Initial Release Q2 ### Mobile App – Initial Release Released Feature Cards Released ### Calendar Module Q2 ### Calendar Module Released Bug Fix Released ### Calendar Display Fixes Q2 ### Calendar Display Fixes Released Feature CardsRole groups • Permissions • Owner role Released ### User Role Management (RBAC Basic) Q2 ### User Role Management (RBAC Basic) Released Feature CardsStage planning • Execution lifecycle Released ### Phase Management Q2 ### Phase Management Released Feature Cards Released ### Project Settings Q2 ### Project Settings Released Feature Cards Released ### Company Settings Q2 ### Company Settings Released Feature Cards Released ### Multi-Assign Task Listing Q2 ### Multi-Assign Task Listing Released Feature Cards Released ### Custom Field Q2 ### Custom Field Released Feature Cards Released ### Workspace Enhancements Q2 ### Workspace Enhancements Released Q1 Feature Cards Released ### Project Management System Q1 ### Project Management System Released Feature Cards Released ### Organization Workspace Setup Q1 ### Organization Workspace Setup Released Feature Cards Released ### Time Entry Module Q1 ### Time Entry Module Released Feature Cards Released ### Project Template Library Q1 ### Project Template Library Released Bug Fix Login, signup, and invite fixes Released ### Authentication Enhancements Q1 ### Authentication Enhancements Released --- # Product updates Source: https://www.oconstruction.io/whats-new Discover new tools, features, and updates enhancing construction project efficiency, productivity, and collaboration. ## Timeline What's New New releases and improvements [Product Roadmap](https://www.oconstruction.io/roadmap) ## 2026 Jan ### Files & Photos Module New Feature A brand-new Files & Photos module is now available, delivering a centralized and modern file management experience. It supports improved previews for all file types, smoother hover interactions, and more reliable document and photo access across projects. ![Files & Photos Module](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-11.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### Task Details – File Upload Experience Enhancement File uploads in Task Details have been improved with a proper loader for multiple uploads, success messages only after completion, fixed table dimensions, and refined border styling for better clarity and feedback. ![Task Details – File Upload Experience](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-10.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Jan-2026 ### Collaborator Navigation Fix Bug Fix Closing the Collaborator or Client details page was incorrectly redirecting users to the Clients listing page. This has been fixed and now correctly returns users to the previous page. ![Collaborator Navigation Fix](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-9.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### Material & Equipment Quantity Display Bug Fix An issue where item quantity appeared as undefined in Collaborator → Resources → Materials & Equipment has been fixed. Quantities now display correctly. ![Material & Equipment Quantity Display](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-8.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Jan-2026 ### File Preview Support Improvements Bug Fix File preview support has been improved and stabilized for all file types in the Files & Photos module, ensuring consistent and reliable previews. (DF\_1495) ![File Preview Support Improvements](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-7.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### Hover Effect Smoothness Bug Fix An issue where border hover effects were not smooth has been fixed, resulting in better visual responsiveness across the interface. (DF\_1494) ![Hover Effect Smoothness](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-6.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Jan-2026 ### Project Members Column Fix UI/UX Improvement The User Name column width has been fixed and the column title updated in the Project Members page for better readability and layout consistency. ![Project Members Column Fix](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-5.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### Rule Edit Field Lock UI/UX Improvement The Rule Name field is now disabled during Edit mode to prevent accidental changes and maintain data integrity. ![Rule Edit Field Lock](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-4.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Jan-2026 ### Budget Snapshot Date Formatting UI/UX Improvement The Created At column in the Budget Snapshot listing page is now properly formatted for better readability and reporting clarity. ![Budget Snapshot Date Formatting](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-3.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### Handle Select Program Fix Bug Fix An issue where Handle Select was not working correctly when ProgramId was undefined has been fixed. ![Handle Select Program Fix](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-1.jpg) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Jan-2026 ### Activity Popup Title Fix Bug Fix The popup title was incorrectly showing “Create Activity” during edit. This has been fixed and now correctly displays “Edit Activity”. ![Activity Popup Title Fix](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-2.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### Risk Table Owner Name Bug Fix The Owner Name in the Risk Table was displayed as an ID instead of the actual name. This issue has been fixed and correct names now appear. ![Risk Table Owner Name](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined-1.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Jan-2026 ### WBS Creation Server Error Bug Fix A 500 Internal Server Error occurring during WBS creation has been fixed, ensuring smooth and reliable WBS setup. ![WBS Creation Server Error](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Jan-2026 ### New Menu Bar Stability Improvements Enhancement Multiple issues related to the new menu bar structure have been fixed, resulting in improved navigation stability, better layout consistency, and a smoother user experience. ![New Menu Bar Stability Improvements](https://backend.oconstruction.io/wp-content/uploads/2026/01/undefined.jpg) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 15-Jan-2026 ## 2025 Dec ### Pre-Task Plan New Feature The Pre-Task Plan module enables teams to capture all planning details before work begins. Users can define today’s task plan, track progress on previously planned tasks, document checklists, identify hazards, define mitigation plans, and record attending project members with digital signatures — ensuring safer and more structured execution. ![Pre-Task Plan](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-17T153317.461.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 16-Dec-2025 ### Daily Attendance New Feature Daily Attendance allows teams to record attendance for all project resources and members. Standard working hours are predefined, overtime is calculated automatically, and both current-day and historical attendance records are available for review. ![Daily Attendance](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-17T153402.836.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 16-Dec-2025 ### Safety Meeting New Feature The Safety Meeting module records both today’s and past safety meetings. It displays Pre-Task Plan completion status and captures safety topics, shift timing, temperature, weather conditions, and participant signatures for compliance and audit readiness. ![Safety Meeting](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-17T153428.731.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 16-Dec-2025 ### Automated Reports Enhancement Reports are now automatically generated for Pre-Task Plans, Daily Attendance, Safety Meetings, and DPRs. Users can access Daily, Weekly, and Monthly reports without manual effort, improving visibility and documentation accuracy. ![Automated Reports](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-17T153459.075.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 16-Dec-2025 ### BOQ Template Availability Enhancement BOQ Templates are now available across all levels of the work structure, enabling consistent cost estimation and standardized BOQ creation throughout the project hierarchy. ![BOQ Template Availability](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-17T153527.368.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 16-Dec-2025 ### Client Issue Fixation Bug Fix Approver visibility issues during Invoice and Payment creation have been fixed. The system now correctly displays approvers based on Organization and Project configuration. Backend validation has been added to prevent duplicate approver entries. ![Client Issue Fixation](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-17T153551.467.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 16-Dec-2025 ### Payment Currency Retention Bug Fix An issue where the selected currency was not retained during Payment creation has been resolved. The system now correctly preserves the selected currency throughout the process. ![Payment Currency Retention](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-68.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 16-Dec-2025 ### Owner Name Display in Subtasks Bug Fix The Owner Name field in the Subtask page was appearing blank after task creation. This issue has been fixed and correct owner details now display consistently. ![Owner Name Display in Subtasks](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-66.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 03-Dec-2025 ### Activity Card Task Count Bug Fix The Task Count shown on Activity Cards was incorrect. The issue has been resolved and the accurate number of linked tasks is now reflected. ![Activity Card Task Count](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-11T112157.895.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 03-Dec-2025 ### Resource Creation Validation Bug Fix Leaving the Email field blank during resource creation generated an incorrect toast message. The proper validation alert is now displayed. ![Resource Creation Validation](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-11T112104.382.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 03-Dec-2025 ### WBS View Page Error Message Bug Fix When accessing the WBS View page, an incorrect “422” toast message was appearing. The message no longer appears and navigation is smooth. ![WBS View Page Error Message](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-11T111957.134.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 03-Dec-2025 ### Task Creation Error in Activity Details Bug Fix Creating tasks inside the Activity Details page triggered an incorrect 422 error message. This has been fixed and task creation works properly. ![Task Creation Error in Activity Details](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-11T111911.721.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 03-Dec-2025 ### Default Workspace Visibility Bug Fix After login, the Default Workspace was shown as “All” for all users. The correct workspace now loads based on user permissions. ![Default Workspace Visibility](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-11T111715.023.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 03-Dec-2025 ### Budget Insight Hierarchy View Performance Enhancement Expand and collapse functions in the Budget Insight hierarchy have been improved for smoother navigation and better performance. ![Budget Insight Hierarchy View](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-65.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 03-Dec-2025 ### WBS Details – Add Item and Asset Bug Fix Users can now successfully add Items and Assets in the WBS Details page. The issue preventing this action has been resolved. ![WBS Details – Add Item and Asset](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-2025-12-11T111443.557.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 03-Dec-2025 ### Task & Activity Estimated Hours Bug Fix Estimated Hours were showing incorrect calculations. The formula is now corrected and accurate values display across the system. ![Task & Activity Estimated Hours](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-100.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 03-Dec-2025 Nov ### Due Date Display Fix – Budget Insights Bug Fix The Due Date field in the Budget Insights page was appearing blank. This has now been resolved and Due Dates display correctly. ![Due Date Display Fix – Budget Insights](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-99.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Nov-2025 ### Owner Name is Displaying as blank Subtasks Bug Fix The Owner Name field in Subtask view was showing blank. The issue is fixed and the correct owner details now appear as expected. ![Owner Name is Displaying as blank Subtasks](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-98.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Nov-2025 ### Change Request Parameter Creation Bug Fix Users were unable to create new Change Request Parameters. The issue has been fixed, and parameter creation now works smoothly. ![Change Request Parameter Creation](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-97.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Nov-2025 ### Punchlist Creation Failure Bug Fix Punchlist creation attempts were failing. This issue has been resolved and Punchlists can now be created without interruption. ![Punchlist Creation Failure](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-96.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Nov-2025 ### Parameter Name Visibility Bug Fix Parameter Name fields were displayed as blank in the UI. The issue has been fixed and names now render accurately. ![Parameter Name Visibility](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-95.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Nov-2025 ### Attribute Display in Parameters Tab Bug Fix The Attribute field in the Parameters tab was appearing blank. The correct attribute values now display properly. ![Attribute Display in Parameters Tab](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-94.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Nov-2025 ### Punchlist Status Display Bug Fix Punchlist Status was showing as blank in the UI. This has been corrected and status values now display as expected. ![Punchlist Status Display](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-93.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Nov-2025 ### Project Name Display Issue Bug Fix Project Name was not showing in the UI. This issue has been fixed and names display correctly. ![Project Name Display Issue](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-92.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Nov-2025 ### Mandatory Field Warnings – WBS Dependency Bug Fix Warning messages were missing when required fields were left blank during dependency creation. Proper validation messages have now been added. ![Mandatory Field Warnings – WBS Dependency](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-91.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Nov-2025 ### Inline Edit Update – Finance (Payment Terms) Bug Fix Users were unable to update Payment Terms status via inline editing. The issue is resolved and inline editing now functions correctly. ![Inline Edit Update – Finance (Payment Terms)](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined-90.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 21-Nov-2025 ### Structure Details Page 500 Error Bug Fix Opening the Structure Details Page triggered a 500 Internal Server Error. Backend fixes have been applied and the page now loads without issues. ![Structure Details Page 500 Error](https://backend.oconstruction.io/wp-content/uploads/2025/12/undefined.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 21-Nov-2025 ### Checklist Creation with Line Items Enhancement Create structured checklists with multiple items, sequence numbers, and descriptions from a single pop-up. Faster, cleaner, and more efficient checklist creation. ![Checklist Creation with Line Items](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-63.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### DPR Attachments Displaying in Frontend Enhancement Attachments uploaded from the mobile app now appear correctly in the DPR Details Page. Improves visibility and transparency of on-site documentation. ![DPR Attachments Displaying in Frontend](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-62.jpg) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 17-Nov-2025 ### Menu Collapse – Project Module Grouping Navigation Update Project modules are now grouped into clear categories for easier navigation and workflow clarity. Makes project planning and site execution sections quicker to access. ![Menu Collapse – Project Module Grouping](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-78.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### BOQ Subtotal & Total Highlight Enhancement BOQ listing now clearly highlights Subtotal and Total at the bottom of the table. Ensures better cost visibility and faster financial review. ![BOQ Subtotal & Total Highlight](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-61.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### Mobile App – DPR File Upload Slowness Resolved Bug Fix DPR file upload speed has been optimized in the mobile app. Uploads are now significantly faster and more reliable. [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### Date Range Filter Added for DPR (Frontend) Enhancement A new Date Range Calendar Filter is added to the DPR listing. Users can quickly filter reports between any two dates. ![Date Range Filter Added for DPR (Frontend)](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-77.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### WBS / Activity Card Navigation Issue Fixed Bug Fix Back button now correctly returns users to Card View instead of List View. Improves navigation consistency across WBS and Activities. ![WBS / Activity Card Navigation Issue Fixed](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-60.jpg) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 17-Nov-2025 ### Contractor Insights – Issue Resolved Bug Fix Contractor Insights metrics now load correctly after API fixes. Provides accurate performance data for decision-making. ![Contractor Insights – Issue Resolved](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-76.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### Export Issues (500 Error) – Fixed Bug Fix Exports for Phases, Activities, Tasks, and Milestones now work without errors. Ensures smooth and complete data downloads. ![Export Issues (500 Error) – Fixed](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-75.png) [Contact Us](https://www.oconstruction.io/contact-us)Release Date: 17-Nov-2025 ### Delegated Task – 500 Error Fixed Bug Fix Delegated Task tab now loads without internal server errors. Enhances reliability and improves task management. ![Delegated Task – 500 Error Fixed](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-74.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 17-Nov-2025 ### Calendar – 500 Error Fixed Bug Fix Calendar List View no longer displays a 500 error. Users can now view schedules smoothly and without interruptions. ![Calendar – 500 Error Fixed](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-73.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 17-Nov-2025 ### BOQ (Bill of Quantities) View New Feature We’ve added a new BOQ View inside the Project Module to help you visualize project quantities, costs, and budgets more effectively. ![BOQ (Bill of Quantities) View](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-45.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 10-Nov-2025 ### Daily Progress Report (DPR) Module New Feature Introducing a fully functional DPR module for both web and mobile. Track site progress, log activities, and maintain daily visibility with ease. ![Daily Progress Report (DPR) Module](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-62.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 10-Nov-2025 ### DPR Approval Workflow Enhancement Added a new approval workflow for DPR submissions to ensure validation, accountability, and reliable project tracking. ![DPR Approval Workflow](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-63.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 10-Nov-2025 ### Checklist Module Fix Bug Fix Resolved errors in checklist creation. Teams can now create and manage inspection and safety checklists smoothly. ![Checklist Module Fix](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-46.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 10-Nov-2025 ### Client Module Enhancements Enhancement Invoice-related issues in the Client Module have been fixed — ensuring accurate billing and smoother financial workflows. ![Client Module Enhancements](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-48.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 10-Nov-2025 ### UI and User Experience Improvements Enhancement Enhanced layouts and alignments across Tasks, Activities, and WBS Levels for a cleaner, more intuitive experience. ![UI and User Experience Improvements](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-49.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 10-Nov-2025 Oct ### Vendor Item Management Bug Fix Fixed incorrect messages during Vendor Item Received (Shipment) creation. Users now receive clear, accurate status updates after form submission. ![Vendor Item Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-27.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 22-Oct-2025 ### Cross-Tenant User Invitation Verification Bug Fix Resolved verification conflicts when inviting users across tenants. Multi-tenant collaboration between vendors, auditors, and clients now works seamlessly. ![Cross-Tenant User Invitation Verification](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-28.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 22-Oct-2025 ### Invoice Management Bug Fix Fixed the “Invoice amount greater than PO balance” issue. Invoices can now be created accurately based on remaining PO values. ![Invoice Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-29.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 22-Oct-2025 ### Project Card View Enhancement Now displays only the projects you’re assigned to — improving navigation and access control. ![Project Card View](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-51.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 22-Oct-2025 ### Activity and Task Creation Bug Fix Fixed duplicate entry issue when creating new Activities or Tasks — ensuring clean, accurate data. ![Activity and Task Creation](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-52.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 22-Oct-2025 ### Activity Listing Error Bug Fix The “500 Internal Server Error” has been resolved for smooth Activity listing and management. ![Activity Listing Error](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-53.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 22-Oct-2025 ### Project Search Enhancement Bug Fix Added a new Project Search bar within the Project Card view, allowing faster access to projects. ![Project Search Enhancement](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-30.jpg) [Contact Us](https://oconstruction.io/contact-us)Release Date: 22-Oct-2025 ### Punch List Creation New Feature Punch List creation is now fully functional again — enabling complete task and inspection tracking. ![Punch List Creation](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-54.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 22-Oct-2025 Sep ### Client Operations Bug Fix Effective Start and End Dates now reflect correctly for improved timeline accuracy. ![Client Operations](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-55.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 01-Sep-2025 ### License & Certification Bug Fix Users can now create and manage certifications, issuing authorities, and training programs without errors. ![License & Certification](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-56.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 01-Sep-2025 ### Budget Control Bug Fix Line item totals are now capped at allocated budgets to prevent overspending. ![Budget Control](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-64.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 01-Sep-2025 Aug ### Shifts Module Bug Fix All input fields are now fully clickable, mandatory validations added, and time formats standardized for clarity. ![Shifts Module](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-31.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 28-Aug-2025 ### Item & Industry Management Bug Fix Only active industries appear in dropdowns. Item hierarchies and multi-category linking are now supported for better visibility. ![Item & Industry Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-32.jpg) [Contact Us](https://oconstruction.io/contact-us)Release Date: 28-Aug-2025 ### Vendor & Procurement Bug Fix Fixed default currency and tax rule inconsistencies, ensuring accurate procurement data. ![Vendor & Procurement](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-58.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 28-Aug-2025 Jul ### Permit Management New Feature Easily manage and track permits from request to approval, ensuring compliance and avoiding project delays. ![Permit Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-59.png) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 30-Jul-2025 ### Service Management New Feature Monitor vendor services, maintenance requests, and operational tasks all in one place. ![Service Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-60.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 30-Jul-2025 ### Punch List Management New Feature Record, assign, and track incomplete tasks to ensure all deliverables are completed before project closure. ![Punch List Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-33.jpg) [Book a Demo](https://calendly.com/orangescrum/oconstruction)Release Date: 30-Jul-2025 ### Change Request New Feature Simplify change submissions and approvals to stay on schedule while adapting to evolving project needs. ![Change Request](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-61.png) [Contact Us](https://oconstruction.io/contact-us)Release Date: 30-Jul-2025 --- # Construction Financial Management Software for Seamless Budget Workflows Source: https://www.oconstruction.io/construction-financial-management-software Manage construction budgets, receivables, and payables with OConstruction. Track project finances, automate invoices, and ensure profitability. ✨Align budgets. Drive financial clarity Gain total visibility into your construction project finances — from budget allocation and utilization to receivables, payables, and invoice tracking. No credit card15-day trialCancel anytime Features ## Finance & Budget Management Software for Complete Cost Control Plan budgets, track expenses, and manage payables and receivables — all in one place. Gain real-time visibility into project financials to ensure profitability and compliance. ### Budget Allocation & Insights Define project budgets, allocate by activity or milestone, and monitor utilization with real-time variance tracking. ➤ Modules: Budget • Projects • Activities ### Budget Utilization & Progress Tracking View planned vs. actual spend, cost deviations, and project-wise financial performance in a single dashboard. ➤ Modules: Budget Insights • Financial Dashboard ### Accounts Receivable Track incoming payments, generate invoices, and manage client receivables with due-date alerts. ➤ Modules: Account Receivable • Invoice Management ### Accounts Payable Manage outgoing vendor payments, due invoices, and retention amounts — ensuring timely disbursement and compliance. ➤ Modules: Account Payable • Vendor Contracts ### Financial KPIs & Dashboards Get live metrics on project profitability, budget utilization %, outstanding balances, and payment delays. ➤ Modules: Dashboard • Analytics • Reports ### Purchase Orders & Invoices Create and track POs, link them to vendor contracts, and automatically generate invoices upon completion. ➤ Modules: Purchase Order • Invoice • Contract ### Approval Workflows Set multi-level approval hierarchies for budgets, POs, and payments. Ensure financial control with digital sign-offs and audit trails. ➤ Modules: Approvals • Roles & Permissions ### Cost Forecasting & Cash Flow Management Predict future expenses, monitor cash inflows/outflows, and maintain liquidity throughout the project lifecycle. ➤ Modules: Forecasting • Cash Flow • Financial Planning ## KPI Dashboard Insights - Total Budget Value - Approved vs Pending Budgets - Receivable & Payable Balances - Budget Utilization Percentage - Financial Variance (Planned vs Actual) - Project Profitability Index - Average Payment Delay ![kpi-dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/10/kpi-dashboard.webp) ## Achieve Financial Transparency and Control Across All Projects With OConstruction, financial management goes beyond bookkeeping — it integrates planning, budgeting, and project operations to keep costs aligned with progress. ### Project-based financial visibility View financial data at project, milestone, or task level. ### Real-time dashboards Access live updates on receivables, payables, and cash flow. ### Automated tracking PO and invoice workflows that reduce manual reconciliation. ### Audit-ready data Every transaction is timestamped and linked to project activity. ### Financial governance Multi-level approval ensures compliance and accountability. ### Profitability insights Analyze cost-to-revenue ratios and identify high-performing projects. ## Gain Financial Clarity Across Every Project Unify budgeting, invoicing, and reporting with real-time dashboards, automated approvals, and smart alerts ### Manual Process ### With OConstruction × Spreadsheets for budgets ✓ Real-time financial dashboards × Manual invoice tracking ✓ Linked PO and invoice workflows × Delayed payment approvals ✓ Instant digital approvals × No visibility of cost overruns ✓ Auto alerts on budget deviations Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Material Management Software to Centralize Item and Equipment Data Source: https://www.oconstruction.io/construction-material-management-software Gain full visibility into your construction stock and assets. Manage multiple warehouses, track equipment usage, and automate requisitions. ✨Centralize materials. Optimize resources. Import, track, and allocate construction materials, monitor stock across warehouses, and manage vendor pricing — all in one platform. No credit card15-day trialCancel anytime Features ## Inventory & Equipment Management Software for Complete Material Control Gain full visibility into materials, consumables, and equipment across every project. ### Comprehensive Item Maste Import all items with UOM, dimensions, and base cost. Maintain categories for materials, consumables, and equipment. ➤ Modules: Item Master • UOM • Categories ### Item Pricing & Vendor Management Define item pricing by vendor, track rate contracts, and manage purchase cost variations. ➤ Modules: Vendors • Pricing • Procurement ### Warehouse & Stock Control Track item quantity, reorder levels, and safety stock across multiple warehouses or sites. ➤ Modules: Item Inventory • Warehouses • Stock Reports ### Material Allocation to Projects Allocate items to specific projects or activities, record usage and consumption directly from site updates. ➤ Modules: Projects • Activities • Material Usage ### Equipment Definition & Tracking Define and categorize all construction equipment — from excavators to cranes — with base cost, depreciation, and stock limits. ➤ Modules: Assets/Equipment • Item Master ### Equipment Allocation & Usage Logs Track allocation and usage of equipment across projects. Record actual utilization and running hours for accurate billing and maintenance. ➤ Modules: Equipment • Projects • Usage Reports ### Requisition & Approval Workflows Manage item requisition requests, approval workflows, and automatic notifications when reorder points are reached. ➤ Modules: Item Requisition • Approvals • Alerts ### Maintenance & Calibration Management Schedule preventive maintenance and track calibration records to ensure equipment reliability and compliance. ➤ Modules: Maintenance • Calibration • Equipment Logs ## KPI Dashboard Insights - Total Material Stock Value - Reorder Point Alerts - Safety Stock Utilization - Vendor-Wise Purchase Value - Equipment Utilization Rate - Project Material Consumption - Warehouse Stock Distribution ![kpi-dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/10/kpi-dashboard.webp) ## Gain Complete Control Over Material Flow and Equipment Movement From procurement to consumption, OConstruction links materials, warehouses, and projects — ensuring cost accuracy and timely resource availability. ### End-to-end visibility Track material movement from purchase to site consumption. ### Vendor pricing accuracy Compare vendor-wise pricing and purchase trends. ### Warehouse intelligence Prevent shortages or overstock through automated reorder alerts. ### Project accountability Assign and trace every item used in project execution. ### Equipment efficiency Monitor real usage, idle time, and maintenance needs. ### Data-driven decisions Analyze consumption trends and equipment performance. ## From Spreadsheets to Smart Inventory Control Streamline equipment management with real-time dashboards, automated approvals, and centralized item visibility. ### Legacy ### OConstruction × Spreadsheet item lists ✓ Centralized digital item master × Manual stock counts ✓ Real-time stock and reorder dashboards × Paper requisitions ✓ Digital approval workflows × Disconnected equipment logs ✓ Centralized equipment allocation and usage Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Site Management Software for Contractors and Project Owners Source: https://www.oconstruction.io/construction-site-management-software OConstruction helps builders & contractors manage multiple sites with geo-tagged locations, attendance tracking, resource allocation & progress monitoring ✨Full site control. Real-time tracking. Define your sites with geo-tagged locations, assign resources, track attendance, and monitor project progress — all in real time. No credit card15-day trialCancel anytime Features ## Site Management Software for Complete On-Ground Control Plan, monitor, and manage multiple construction sites with real-time tracking, geo-tagging, and resource allocation — all from one powerful dashboard. ### Define Sites with Geo-Tagging Add site details including name, type, and precise latitude-longitude coordinates for accurate tracking and mapping. ➤ Modules: Site • Geo Location • Address ### Manage Site Resources Allocate manpower, machinery, and materials to specific sites. Track resource utilization and optimize availability. ➤ Modules: Site Resources • Assets • Inventory ### Track Site Attendance Monitor workforce attendance daily with time logs and check-ins via mobile app. Capture geo-location for attendance validation. ➤ Modules: Site Attendance • Time Log • Mobile App ### Monitor Site Progress Track daily, weekly, and monthly progress across all active sites. Compare planned vs. actual progress in real time. ➤ Modules: Site Progress • Daily Progress Reports (DPR) • Activities ### Multi-Site Oversight Manage multiple sites from a single dashboard. Identify delays, inactive sites, and resource bottlenecks instantly. ➤ Modules: Site Dashboard • Reports • Analytics ### Compliance & Documentation Upload permits, licenses, and approvals per site to maintain a centralized digital record accessible anytime. ➤ Modules: Permits • Documents • Approvals ## KPI Dashboard Insights - Total Active Sites - Site Type Distribution - Total Workforce by Site - Daily Attendance Rate - Site Progress Percentage - Resource Utilization ![Contractor Management Software for Builders & Project Owners](https://backend.oconstruction.io/wp-content/uploads/2025/11/Contractor-Management-Software-for-Builders-Project-Owners.png) ## Manage Every Site with Accuracy, Accountability, and Real-Time Visibility OConstruction connects all your sites into a unified system — ensuring no project falls behind due to missing data, inaccurate attendance, or resource gaps. ### Geo-accurate site definition: Define every site with latitude and longitude for precise location tracking. ### Unified dashboard: Monitor multiple sites in real time with data synced from the field. ### Better resource control: Allocate assets and manpower efficiently across all projects. ### Accurate attendance tracking: Geo-tagged site attendance ensures real-time workforce validation. ## Switch from Manual Site Logs to Real-Time Site Management Transform traditional site tracking with digital check-ins, automated progress updates, and GPS-verified data ### Legacy ### OConstruction × Paper-based attendance ✓ Digital check-ins with GPS validation × Manual progress updates ✓ Automated progress logs synced from site × Resource confusion ✓ Centralized resource visibility per site × Unverified locations ✓ Geo-tagged site data with map integration Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Site Inspection Software for Audit Teams Source: https://www.oconstruction.io/construction-site-inspection-software Streamline construction quality and safety audits. Perform mobile inspections, capture geo-tagged photos, track snags, and manage compliance. ✨Ensure quality. Elevate every inspection Perform pre, during, and post inspections using our mobile app - capture geo-tagged photos, videos, and observations, and generate automated reports for compliance, safety, and project quality. No credit card15-day trialCancel anytime Features ## Inspection Management Software for Complete Site Visibility Plan, execute, and track inspections across every project phase — ensuring safety, quality, and compliance from foundation to handover. ### Pre-, During-, and Post-Inspection Tracking Plan, assign, and log inspections for every phase — from foundation to handover. ➤ Modules: Inspections • Activities • Projects ### Mobile-First Inspection Management Perform inspections directly from your mobile app — even offline — and sync automatically to your dashboard. ➤ Modules: Mobile App • Offline Sync • Photo Upload ### Geo-Tagged Photos & Video Evidence Capture real-time images and videos with GPS coordinates and timestamps for transparent record-keeping. ➤ Modules: Photos • Geo-location • Media ### Observation, Safety & Incident Tracking Record site observations, safety issues, or incidents with severity classification, responsible parties, and resolutions. ➤ Modules: Observations • Safety • Incidents ### Snag List & Defect Management Identify and track defects, assign corrective actions, and close snags with photographic evidence and digital sign-off. ➤ Modules: Snags • Punch List • Approvals ### Automated Reports & Quality Analytics Generate inspection summaries, compliance dashboards, and audit reports with date, location, and inspector details. ➤ Modules: Reports • Analytics • Audit Logs ## KPI Dashboard Insights - Total Inspections - Open vs Closed Inspections - Average Inspection Duration - Snags & Incidents Count - Compliance (Pre, During, Post) - Inspector Performance Summary ![kpi-dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/10/kpi-dashboard.webp) ## Ensure Site Quality and Compliance with Real-Time Insights Empowers engineers, quality officers, and auditors to conduct inspections seamlessly across devices. ### Mobile-first inspections: Complete field inspections without paper or spreadsheets. ### Geo-tagged evidence: Every photo, video, and remark has a GPS location and timestamp. ### Accountability built-in: Assign inspectors, approvers, and corrective actions instantly. ### Audit readiness: Export digital inspection packs with photos, timestamps, and reports. ## Switch From Manual Processes Switch from Paper Checklists and WhatsApp Photos to a Digital Quality Platform ### Without OConstruction ### With OConstruction × Paper inspections ✓ Digital forms and in-app checklists × WhatsApp photo updates ✓ Geo-tagged photos linked to inspections × Manual snag logs ✓ Automated snag lists with approvals and tracking × Delayed reporting ✓ Real-time dashboards and auto-generated PDFs Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Contractor Management Software for Builders & Project Owners Source: https://www.oconstruction.io/contractor-management-software Manage contractors, work orders, and payments with OConstruction — your all-in-one platform for tracking costs, invoices, and retentions. ✨Streamline delivery. Empower contractors. Centralize your contractor and subcontractor data, automate work order tracking, and monitor project spend, retention, and payment timelines — all from a single dashboard. No credit card15-day trialCancel anytime Features ## Smart Contractor Management for Modern Construction Teams From contractor registration to KPI dashboards, OConstruction helps you control every stage — ensuring timely work, accurate payments, and audit-ready compliance. ### Contractor Register & Details Maintain a centralized contractor database with names, contact details, industry codes, and licenses. ➤ Modules: Contractors • Licenses • Contacts ### Work Orders & Value Tracking Create, issue, and manage work orders with defined scopes, budgets, and linked milestones. ➤ Modules: Work Orders • Projects • Milestones ### Contractor Payments & Retention Track payments, retentions, and outstanding payables with complete transparency across all projects. ➤ Modules: Payments • Finance • Retention ### Invoice & Approval Workflows Receive, validate, and approve contractor invoices tied to specific work orders or project activities. ➤ Modules: Invoices • Approvals • Work Orders ### Performance & KPI Dashboards View contractor performance, payment delays, and retention summaries with powerful real-time dashboards. ➤ Modules: Dashboards • Reports • Insights ### Document & Compliance Management Store contracts, insurance certificates, licenses, and site inspection reports with expiry tracking. ➤ Modules: Documents • Compliance • File Sharing ## KPI Highlights - Total Contractors - Total Work Order Value - Total Paid to Contractors - Outstanding Payables - Retention Held - Average Payment Delay ![Contractor Management Software for Builders & Project Owners](https://backend.oconstruction.io/wp-content/uploads/2025/11/Contractor-Management-Software-for-Builders-Project-Owners.png) ## Why Construction Teams Trust OConstruction for Contractor Oversight OConstruction simplifies how you manage multiple contractors and subcontractors by linking every work order, invoice, and payment to the right project and cost center — ensuring financial control and operational transparency. ### Improve accountability Create digital work orders and link every task to measurable milestones. ### Track payments accurately Real-time payment status and retention summaries keep finance aligned. ### Ensure compliance Manage licenses and certifications with expiry alerts and document versioning. ### Enhance performance visibility Evaluate contractor efficiency with progress dashboards and performance scorecards. ## Switch from Spreadsheets and Email Threads to an Integrated Contractor Platform Move beyond spreadsheets and long email trails. Streamline your projects with centralized tracking, automation, and real-time visibility. ### Without OConstruction ### With OConstruction × Excel & manual work orders ✓ Centralized work order management with contract linkage. × Email follow-ups ✓ In-app workflows with task assignment and status updates. × Manual retention tracking ✓ Automated retention calculations and payment reconciliation. Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Vendor Management Software for Contractors & Procurement Teams Source: https://www.oconstruction.io/vendor-management-software Streamline vendor workflows from onboarding to payment. Create POs and track contract values - built for contractors and procurement professionals. ✨Streamline vendors. strengthen operations. Track vendor performance, contracts, POs, invoices, and payments in one place. Eliminate spreadsheets, reduce disputes, and align procurement with your project budgets. No credit card15-day trialCancel anytime Features ## End-to-End Vendor Management Simplified From onboarding to performance tracking, OConstruction ensures vendor accountability, cost control, and operational efficiency for your entire supply chain. ### Vendor Register & Contacts Maintain a searchable vendor master with legal name, contact persons, industry codes and license details. ➤ Modules: Vendors • Contacts • Licenses ### Contract & Value Tracking Capture contract values, milestones and portfolio-level vendor commitments. ➤ Modules: Contracts • Projects • Milestones ### Purchase Orders & Goods Receipt Create POs tied to WBS/tasks, confirm item receipt on site (GRN) and reconcile with invoices. ➤ Modules: Purchase Orders • Items • Item Received ### Invoice & Payment Workflows Route invoices for approval, schedule payments, manage part-payments and export payment ledgers. ➤ Modules: Invoices • Payments • Approvals ### Vendor KPIs & Analytics On-time payment %, average payment delay, total paid vs contract value and supplier scorecards. ➤ Modules: Dashboards • Reports • Insights ### Documents, Licenses & Photos Store versioned contracts, licenses and inspection photos — attach them directly to vendor records, POs and invoices. ➤ Modules: Document Management • File Sharing • Inspections ## Real Value, Measurable Impact Turn Vendor Management into a Competitive Advantage 85% ### Faster vendor payment cycles 0 ### Duplicate or disputed invoices 100% ### Visibility from procurement 100% ### Audit-ready records ## Centralize procurement workflows Stop chasing documents and start controlling spend with smarter vendor management. ### Control spend Real-time contract and invoice visibility prevents budget leakage. ### Reduce disputes Photos + PO/GRN links speed reconciliation and reduce disagreements. ### Improve supplier reliability Scorecards and trend analytics highlight top performers and problem suppliers. ### Ensure compliance Automated checks and audit trails keep every transaction aligned. ## Switch to OConstruction from Excel, WhatsApp and other apps Stop stitching data together — migrate the right way ### legacy ### OConstruction × Excel & manual vendor sheets ✓ Centralized vendor register with filters, validations and imports. × WhatsApp & scattered photos ✓ Versioned attachments and photo evidence attached to vendor/PO/invoice. × Manual payment tracking ✓ Automated payment schedules and exportable ledgers for finance. Blogs ## Stay ahead with the Latest Insights [Construction Manag... July 1, 2026 ### Why 35% of Construction Projects Run Over Budget (And How to Avoid It)](https://www.oconstruction.io/blog/construction-projects-run-over-budget)[connect OConstruct... June 30, 2026 ### How to Connect OConstruction with QuickBooks in Minutes](https://www.oconstruction.io/blog/connect-oconstruction-quickbooks)[Change orders June 12, 2026 ### Managing Change Orders Without Derailing the Project](https://www.oconstruction.io/blog/managing-change-orders-without-derailing-the-project)[Infrastructure Pro... June 12, 2026 ### Infrastructure Development Planning: Plan large projects](https://www.oconstruction.io/blog/infrastructure-development-planning-plan-large-projects) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Construction Project ManagementPlan, schedule, and track projects, resources, costs, and inspections.](https://www.oconstruction.io/construction-project-management-software)[Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Construction Project Management Software for Contractors & Engineers Source: https://www.oconstruction.io/construction-project-management-software Plan, schedule, and manage construction projects with OConstruction. Track progress, resources, costs, and inspections — all from one connected platform. ✨One workspace. One delivery. Streamline every construction project — from planning and scheduling to execution and reporting. Manage timelines, resources, costs, and inspections with one connected platform. No credit card15-day trialCancel anytime Features ## Powerful Features for Complete Project Control From planning and scheduling to reporting and collaboration — OConstruction brings every project process together in one unified, easy-to-manage platform. ### Comprehensive Project Planning Build clarity from the start with structured planning tools to define WBS, assign responsibilities, and set baselines. ➤ Modules: Projects • WBS • Activities • Phases • Tasks • Subtasks ### Smart Scheduling (Gantt & Calendar) Visualize your entire project timeline with drag-and-drop Gantt charts and calendar views for milestone tracking. ➤ Modules: Timeline • Calendar • Milestones ### Resource & Material Management Allocate resources, materials, and costs directly to project tasks. Compare planned vs. actual utilization and expenditure. ➤ Modules: Resources • Items • Budgets ### Daily Progress Reports (DPR) Log daily site progress, photos, and labor details from the field to keep every stakeholder informed. ➤ Modules: DPR • Tasks • Observations ### Quality Control & Inspections Conduct inspections, record snags, and capture real-time photos or videos from site audits and quality checks. ➤ Modules: Inspections • Safety • Snags ### Project Collaboration & Communication Centralize team discussions, attach documents, and maintain complete visibility on updates. ➤ Modules: Tasks • Comments • File Sharing ### Project Insights & Reporting Analyze planned vs. actual progress, cost performance, and quality metrics in dynamic dashboards. ➤ Modules: Reports • Dashboards • Analytics ### Risk & Issue Management Identify potential risks early, track issues in real-time, and implement mitigation plans to keep projects on course. ➤ Modules: Risks • Issues • Mitigation Plans ## KPI Dashboard Insights - 1. Total Projects - 2. Planned vs. Actual Progress - 3. Cost Variance & Budget Utilization - 4. Resource Utilization - 5. Open vs. Closed Inspections - 6. Milestone Completion Rate - 7. Quality and Safety Compliance Index ![kpi-dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/10/kpi-dashboard.webp) ## Lead Projects with Confidence, Clarity & Control OConstruction provides the structure, visibility, and control your construction projects need — from planning to completion. ### Centralized planning Create WBS, milestones, and dependencies in one view. ### Real-time visibility Get instant progress and cost insights. ### Better accountability Assign responsibilities and track ownership. ### Integrated quality control Link inspections and observations with activities. ### Data-driven reporting Monitor performance and make decisions faster. ### Seamless Collaboration Connect teams, share updates, and keep everyone aligned. ## Switch From Manual Processes Switch from Spreadsheets & WhatsApp Updates to a Unified Project Platform ### Manual Process ### With OConstruction × Fragmented communication ✓ Centralized updates and discussions × Static Excel plans ✓ Interactive Gantt and calendar scheduling × Manual DPR tracking ✓ Automated progress with site photo evidence × Separate inspection logs ✓ Linked QC and snag management × Delayed reporting ✓ Real-time dashboards and project KPIs Blogs ## Stay ahead with the Latest Insights [construction proje... November 5, 2025 ### Building Construction Scheduling: Optimize Project Timelines to Reduce Costs and Delays](https://www.oconstruction.io/blog/leverage-construction-scheduling-to-optimize-project-timelines)[construction proje... September 17, 2025 ### Vendor Performance Scorecards: Why They Matter in Construction](https://www.oconstruction.io/blog/vendor-performance-scorecards-why-they-matter-in-construction) [View All Blogs](https://www.oconstruction.io/blog) ## Frequently Asked Questions ## More OConstruction solutions Explore the rest of the platform. [Contractor ManagementManage contractors, work orders, invoices, payments, and retentions.](https://www.oconstruction.io/contractor-management-software)[Vendor ManagementVendor onboarding, purchase orders, contracts, and payments.](https://www.oconstruction.io/vendor-management-software)[Quality, Audit & InspectionMobile inspections, geo-tagged photos, snag tracking, and compliance.](https://www.oconstruction.io/construction-site-inspection-software)[Site ManagementMultiple sites, attendance, resource allocation, and progress monitoring.](https://www.oconstruction.io/construction-site-management-software)[Material & Equipment ManagementWarehouses, stock, equipment usage, and automated requisitions.](https://www.oconstruction.io/construction-material-management-software)[Budget & Finance ManagementBudgets, receivables, payables, and project profitability.](https://www.oconstruction.io/construction-financial-management-software)[Pre-Task PlanningPre-task plans and hazard identification before work starts.](https://www.oconstruction.io/pre-task-plan)[Safety MeetingsToolbox talks with attendance records for every crew.](https://www.oconstruction.io/construction-safety-meeting)[Daily TimesheetsCrew hours, daily logs, and jobsite productivity.](https://www.oconstruction.io/construction-daily-timesheet)[Building ContractorsProject, quality, and safety management for building contractors.](https://www.oconstruction.io/building-contractor-management-software)[Specialty ContractorsProject management for electrical, plumbing, HVAC, and other trades.](https://www.oconstruction.io/specialty-contractors) --- # Manage All Your Construction Projects in One Dashboard. Source: https://www.oconstruction.io/construction-management-freedemo Experience seamless planning and execution with our Construction Management Free Demo. Boost productivity across your site. Track progress, vendors, budgets & approvals in real time—no spreadsheets, no delays, full control from site to boardroom. No credit card15-day trialCancel anytime ![oconstruction_dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/06/oconstruction_dashboard_1.webp) ![oconstruction_dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/06/oconstruction_dashboard_1.webp) ## Built for the Construction Industry Designed with builders, engineers, and contractors in mind, OConstruction helps you digitize, organize, and execute your entire workflow from planning to billing. ### Construction Lifecycle ![Construction Lifecycle](https://backend.oconstruction.io/wp-content/uploads/2025/06/construction.webp) #### Project Lifecycle Management Track each construction phase from initiation to completion, ensuring timelines and tasks stay aligned across all sites. #### Site Activity Overview Monitor real-time updates from project sites, including work progress, safety logs, and daily team activities. #### Milestone Tracking Define and follow key construction milestones. Get alerts when goals are achieved or if delays occur. #### Workforce Allocation Assign labor based on skill sets, availability, and location to avoid delays and optimize site output. #### Site Visit Logs Log, manage, and review site visits with notes, images, and updates—keeping everything transparent and traceable. ### Programs Suite ![Programs Suite](https://backend.oconstruction.io/wp-content/uploads/2025/06/programs-2.webp) #### Custom Program Setup Create structured programs to group related projects under one goal or department for better management and tracking. #### Phase-Wise Execution Break programs into phases or stages with defined timelines, responsibilities, and outcomes to streamline delivery. #### Cross-Project Reporting Generate reports across multiple projects within a program for consolidated insights and smarter decisions. #### Resource Pool Allocation Assign shared resources (teams, tools, budgets) across multiple projects in a program to increase efficiency. #### Program Health Dashboard Monitor overall program performance using real-time data, KPIs, and visual indicators for proactive intervention. ### Dashboard ![Dashboard](https://backend.oconstruction.io/wp-content/uploads/2025/06/dashboard-2.webp) #### Real-Time Overview View project updates, vendor actions, team activity, and inventory from one central dashboard. Make fast, informed decisions. #### Customizable Widgets Track KPIs like material usage, project progress, and site activity. Customize the dashboard to match your workflow. #### Visual Insights Use clear, color-coded charts and reports to identify trends, issues, or delays across your construction projects. #### Quick Actions Quickly assign tasks, raise issues, or update progress—all from one spot to keep teams focused and productive. #### Mobile Access Access the dashboard anytime, anywhere. Stay updated and responsive, even while on-site or traveling. ### Vendor Management ![Vendor Management](https://backend.oconstruction.io/wp-content/uploads/2025/06/vendors.webp) #### Centralized Vendor Profiles Keep all vendor information, contacts, history, and certifications organized in one secure and accessible location. #### Performance Tracking Monitor vendor performance, delivery schedules, and reliability to ensure standards are met on every project. #### Approval Workflow Simplify vendor onboarding and approval with streamlined workflows that reduce delays and manual steps. #### Contract & Document Storage Upload and manage contracts, invoices, and compliance documents with secure, searchable storage. #### Communication Hub Communicate directly with vendors via integrated tools to reduce confusion and speed up coordination. ### Contractor Hub ![Contractor Hub](https://backend.oconstruction.io/wp-content/uploads/2025/06/Contractors.webp) #### Detailed Contractor Directory Maintain records of skills, certifications, and past performance to assign the right person to the right job. #### Project Assignment Tracker Assign contractors to tasks and track work progress, deadlines, and contributions from a single view. #### Compliance Checks Ensure contractor qualifications and safety requirements are current and verified before project start. #### Payment & Invoicing Automate payment calculations based on logged hours or milestones to simplify financial management. #### Feedback & Ratings Evaluate contractor performance with feedback and ratings to maintain quality and accountability. ### Inventory Management ![Inventory Management](https://backend.oconstruction.io/wp-content/uploads/2025/06/Inventory-1.webp) #### Real-Time Inventory Levels Monitor stock usage, availability, and reorder levels across multiple warehouses and sites. #### Automated Replenishment Set thresholds to trigger restocks automatically and avoid critical shortages mid-project. #### Material Categorization Organize inventory by material type, usage area, or supplier to improve traceability. #### Location-Wise Inventory Track what’s available at each site or warehouse to optimize resource distribution. #### Waste & Utilization Reports Analyze usage patterns and wastage to improve cost control and reduce material loss. ### Budget & Expenses Control ![Budget & Expenses Control](https://backend.oconstruction.io/wp-content/uploads/2025/06/budget.webp) #### Centralized Financial Visibility Gain a complete view of budgets and expenses across all projects, departments, and sites. Maintain clarity and prevent financial blind spots. #### Forecast vs. Reality Track budgeted vs. actual costs in real time. Identify overruns early and make informed decisions to protect profit margins. #### Smart Categorization & Tagging Organize costs by category: materials, labor, equipment - for easy tracking, detailed reporting, and improved cost control. #### Receipts, Reports & Variance Logs Upload receipts and generate variance reports that highlight deviations. Understand spending behavior to tighten financial planning. #### Approval-Driven & Alert-Ready Control expenses and budgets with multi-level approvals, real-time alerts, and digital sign-offs that reduce delays and eliminate overspending. ### Resources Center ![Resources Center](https://backend.oconstruction.io/wp-content/uploads/2025/06/Resources-1.webp) #### Knowledge Base Access Provide quick access to internal guides, training manuals, and FAQs for faster learning and support. #### Document Repository Store contracts, drawings, permits, and project files in a central, searchable library. #### Best Practice Templates Use ready-made templates for proposals, reports, and compliance to save time and maintain quality. #### Team Collaboration Files Allow teams to share and update documents, photos, and progress notes in real-time. #### Resource Usage Reports Track how time, labor, and materials are used across jobs to improve planning and reduce waste. ### Approval and Configuration ![Approval and Configuration](https://backend.oconstruction.io/wp-content/uploads/2025/06/my_approvals.webp) #### User Roles & Access Controls Assign custom roles and approval limits based on job functions. Ensure only the right people approve, access, or modify project-critical data. #### Custom Workflow Automation Design and adapt approval workflows to match your construction lifecycle from budget sign-offs to vendor onboarding with precision and flexibility. #### Smart Alerts & One-Click Actions Receive instant alerts for pending approvals and take action approve, reject, or comment directly from your dashboard or email. #### Approval Logs & Audit Trail Maintain a transparent history of every approval with time-stamped logs, comments, and status updates for accountability and compliance. #### Secure & Branded Experience Control system visibility, personalize your workspace with brand themes, and safeguard approvals with enterprise-grade backup and security. ## Everything you need to manage construction projects Stop juggling spreadsheets, emails, and phone calls. Get full visibility and control over your projects. ### Custom Workflow Setup Every construction business is unique. We help you build workflows that align with your internal operations from planning to handover. Automate approvals, assign tasks, and streamline communication based on your existing process. ### Vendor & Contractor Tracking Tools Maintain a centralized directory of contractors, subcontractors, and suppliers. Assign work, track payment history, evaluate performance, and keep communication records all in one place. ### Purchase Request & Approval Process Manage procurement with speed and accuracy. Field staff can submit purchase requests directly from the site. Custom approval flows ensure timely decisions across procurement, finance, and operations. ### Multi-project Oversight Oversee all your jobs from a single control panel. Compare project timelines, budgets, and progress. Easily switch between locations, teams, or clients without losing track. ### Crew & Shift Planning Schedule shifts and allocate teams based on skill sets, availability, and site needs. Get visibility into workforce coverage and avoid scheduling conflicts or idle time. ### Integrated Dashboards & KPIs View real-time dashboards that track KPIs like cost vs. budget, work completion rates, resource utilization, and site productivity. Make decisions backed by live data instead of guesswork. --- # Build Better Connections with OConstruction Source: https://www.oconstruction.io/contact-us Oconstruction’s Contact Us page connects you with experts for project support, quotes, and service inquiries. Contact Sales Have questions or need help with your construction projects? We’re here to support you whether it's planning, scheduling, or managing your team. ![email-1](https://backend.oconstruction.io/wp-content/uploads/2025/06/email-1.png) For Commissions and project inquiries, please email: [sales@oconstruction.io](mailto:sales@oconstruction.io) ![calendar-clock-2](https://backend.oconstruction.io/wp-content/uploads/2025/11/calendar-clock-2.svg) Talk to an expert: [Book a Demo](https://calendly.com/orangescrum/oconstruction) ![handshake-3](https://backend.oconstruction.io/wp-content/uploads/2025/11/handshake-3.svg) Need quick and dependable help? [Help Desk](https://www.oconstruction.io/help/help-desk) ![phone-call](https://backend.oconstruction.io/wp-content/uploads/2025/06/phone-call.png) Reach out: **India:** [+91 77357 60159](tel:+917735760159), [+91 92373 81929](tel:+919237381929) **US:** [+1 408 907 4166](tel:+14089074166) --- # How can we help you? Source: https://www.oconstruction.io/help Step-by-step OConstruction guides for projects, budgets and finance, vendors, contractors, sites, inventory, and approvals. Step-by-step guides for every OConstruction module, from projects and budgets to vendors, contractors, sites, and inventory. Browse a category to find answers. Each guide shows where to find a feature in the app and walks through it step by step. Can't find what you need? [Contact our support team](https://www.oconstruction.io/contact-us). [### Help Desk 9 Topics · 55 articles Client Construction 101 Contractor Management Expense Finance Budget Inventory Management My Approvals Site Management Vendor Management](https://www.oconstruction.io/help/help-desk) --- # Calendar Source: https://www.oconstruction.io/help/help-desk/application-overview/calendar Learn calendar view in OConstruction. View project tasks, deadlines, and schedules for improved time and team management. The **Calendar** shows a project's scheduled work in a calendar format, so you can see what is planned for each month, week, or day. Along with **tasks**, it can show the project's **inspections**, **observations**, and **safety** items, and you can filter it by resource. ## Steps to Access Calendar: - **Login** to the web application using your email & password. - Click on a **Project Name**. - Go to the **Left Menu**. - Click on **Calendar** to view project tasks. ![OConstruction project Calendar in month view with the filter panel open](https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-33.png) ## Calendar Views Use the **Month**, **Week**, and **Day** buttons at the top right to change how much of the schedule you see: - **Month:** the whole month at a glance, useful for planning ahead. - **Week:** the current week, useful for coordinating crews and inspections. - **Day:** a single day, useful for checking what is due today. ## Moving Between Dates - Click the **left** and **right arrows** at the top left to go to the previous or next month, week, or day. - Click **Today** to return to the current date. ## Filtering the Calendar Click the **filter icon** at the top right of the calendar to open the filter panel: - **Select View:** choose what the calendar shows: **All**, **Task**, **Inspection**, **Observation**, or **Safety**. - **Select Resource:** show only the items for the resource you select. - Click the **reset** icon to clear the filters, or the **close (X)** icon to hide the panel. ## Related Articles - [Timeline](https://www.oconstruction.io/help/help-desk/application-overview/timeline): see the project, programs, phases, milestones, and tasks in a chart. - [Task Creation Process](https://www.oconstruction.io/help/help-desk/application-overview/task-creation-process): add the tasks that appear on the calendar. - [Creating a Milestone](https://www.oconstruction.io/help/help-desk/application-overview/creating-a-milestone): set milestone start and due dates. - [Observations](https://www.oconstruction.io/help/help-desk/application-overview/observations) and [Safety](https://www.oconstruction.io/help/help-desk/application-overview/safety): record the items you can filter the calendar by. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/timeline)[Next: Vendor Management](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-management-overview) --- # Timeline Source: https://www.oconstruction.io/help/help-desk/application-overview/timeline Learn project timeline view in OConstruction. Visualize programs, tasks, and milestones for better project scheduling and tracking. The **Timeline** provides a **visual representation** of a project, displaying: - Project - Program - Phase - Milestone - Tasks It is displayed in a **vertical chart format**, allowing users to track progress and dependencies. Additionally, users can **link a task to another task** directly from the timeline. ## Steps to Access Timeline: - **Login** to the web application using your email & password. - Click on a **Project Name**. - Go to the **Left Menu**. - Click on **Timeline** to view the project’s progress. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/safety)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/calendar) --- # Safety Source: https://www.oconstruction.io/help/help-desk/application-overview/safety Learn safety management in OConstruction. Record site issues, attach evidence, assign corrective actions, and track safety reports. Safety records are created to document **safety issues** or **violations** observed at a site related to a milestone. - **Safety records** can be created using both the **web application** and the **mobile application**. - Once a safety record is created, it is documented, and necessary safety actions can be taken. ## Safety Creation in the Web Application ### Steps to Create a Safety Record: **1. Log in to the Web Application** - Use your credentials (email and password). **2. Navigate to the Safety Section** - Select a **Project**. - Go to the **Left Menu** and click on **Safety**. **3. Create a New Safety Record** - Click on the **Create Safety** button. - Fill in the following details: - Enter Safety Name\* - Enter Milestone Name\* - Select Start Date - Select End Date - Enter a Description - Click on the **Save** button to create the safety record. ## Safety Details Page The **Safety Details Page** displays all the information related to the safety record and includes the following features: **1. Attachments** - Displays all attachments added during safety creation and safety actions. **2. Activities** - Shows all activities related to the safety record. **3. Safety Actions** - Displays all **safety actions** added from the **mobile application**. ## Safety Creation in the Mobile Application ### Steps to Create a Safety Record: **1. Log in to the Mobile Application** - Use your email and password to log in. **2. Navigate to Safety Creation** - Go to the **Footer Section**. - Click on the **New Actions** icon and select **Log Safety**. **3. Fill in Safety Details:** - Safety Name - Safety Type - Select Project - Select Milestone - Select Priority - Assign To - Start Date - Due Date - Enter Recommended Action - Enter Comments **4. Add Attachments:** - Attach files such as images or videos. **5. Save the Safety Record:** - Click on the **Save** button to submit the safety record. ## Adding Safety Actions Once a **safety record** is created, **safety actions** can be added to address the issue. ### Steps to Add Safety Actions (Mobile Application): **1. Log in to the Mobile Application** - Use your email and password. **2. Access the Safety Section:** - Go to the **Footer Section** and click on the **More Menu** icon. - Click on **Safety**. - Select a safety record from the list. **3. Add a Safety Action:** - In the **Safety Details Page**, go to the **Header Section**. - Click on the **Safety Actions** tab. - Enter a **Comment**. - Attach any relevant **files** (e.g., images or documents). - Click on the **Send** icon to submit the safety action. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/observations)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/timeline) --- # Observations Source: https://www.oconstruction.io/help/help-desk/application-overview/observations Learn observation management in OConstruction. Record and assign site observations, attach files, and ensure quality compliance. Observers play a crucial role in ensuring the quality of work by making random site visits and creating observations related to the work completed on milestones. - Observations can be created using both the **web application** and the **mobile application**. ## Observation Creation in the Web Application **Steps to Create an Observation:** **1. Login to the Web Application:** - Use your credentials (email and password) to log in. **2. Navigate to the Observation Section:** - Select a **Project**. - Go to the **Left Menu** and click on **Observation**. **3. Create a New Observation:** - Click on the **Create Observation** button. - Fill in the following details: - Observation Name\* - Observation Type\* - Add Milestone\* - Assign To - Start Date - End Date - Description - Click on the **Save** button to create the observation. ## Observation Details Page The **Observation Details Page** displays all the observation information and includes the following features: **1. Attachments**: - Displays all attachments added during observation creation and while adding resolutions. **2. Activities**: - Displays all activities related to the observation. **3. Resolution**: - Displays resolutions added to the observation through the mobile application. ## Observation Creation in the Mobile Application **Steps to Create an Observation:** **1. Log in to the Mobile Application:** - Use your email and password to log in. **2. Navigate to Observation Creation:** - Go to the footer section. - Click on the **New Actions** icon and select **Log Observation**. **3. Fill in Observation Details:** - Observation Name - Observation Type - Select a Project - Select Milestone - Select Priority - Assign To - Start Date - Due Date - Comments **3. Add Attachments:** - Attach files such as images or videos. **4. Save the Observation:** - Click on the **Create** button to save the observation. ## Adding Resolution Comments Once an observation is created, the **milestone owner** is notified via a push notification. **Steps to Add a Resolution Comment (Mobile Application):** **1. Log in to the Mobile Application:** - Use your email and password. **2. Access the Observation Section:** - Go to the footer section and click on the **Observations** menu icon. - Select the created observation by clicking on its name. **3. Add a Resolution Comment:** - In the **Observation Details** page, click on the **Resolution Comments** tab. - Enter your comment. - Attach any relevant files (e.g., images or documents). - Click on the **Send** button to submit the resolution. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/milestone-inspection)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/safety) --- # Milestone Inspection Source: https://www.oconstruction.io/help/help-desk/application-overview/milestone-inspection Learn milestone inspection in OConstruction. Add checklists, record inspection data, and track progress via web or mobile app. Milestone inspections are crucial for completing milestones and are categorized into three stages: - Pre-Inspection - During-Inspection - Post-Inspection **Ways to Create Inspections:** - From the **Milestone Details Page**. - Through the **mobile application** ## Creating an Inspection (From the Milestone Details Page) 1. Click on the project name in the left menu to display project-related information. 2. Locate and click on the milestone name to navigate to the **Milestone Details** page. 3. On the **Milestone Details** page, select the **Inspection** tab. 4. Click on the Create Inspection button. 5. Fill in the required details in the Create Inspection pop-up: - Inspection Title\* - Program (auto-selected) - Project (auto-selected) - Phase (auto-selected) - Milestone (auto-selected) - Inspection Phase (select from the dropdown: Pre, During, Post) - Type - User Group - Assign To - Start Date - End Date 6. Save the inspection by clicking the **Save** button. ## Checklist Association for Inspections - After creating an inspection, the milestone owner must associate a checklist for each inspection stage. ## Creating a Checklist **1. Log in and Navigate to Company Settings**: - Log in to the application. - Go to the header and click on the **Settings** icon. - Select **Company Settings**. - In the left menu, go to **Construction > Checklist**. **2. Create Checklist**: - Click on the **Create Checklist** button. - Enter the checklist name. - Save the checklist by clicking the **Save** button. ## Creating Checklist Line Items 1. After creating a checklist, you need to add line items. 2. Navigate to the Checklist Section: - Log in and go to **Settings > Company Settings**. - In the left menu, navigate to **Construction > Checklist**. - Click on a checklist name. 3. Add Line Items: - In the top-right section, click on the **Add Line Item** button. - Fill in the required details: - Checklist Name\* - Checklist Line Item\* - Sequence\* - Is Mandatory - Is Attachment 4. Save the line item by clicking the **Save** button. ## Associating a Checklist with an Inspection 1. Navigate to the **Inspection Details Page** by clicking on the inspection name. 2. On the **Inspection Details Page**, you’ll find three tabs: - **Checklist** - **Activity** - **Answers** 3. Go to the **Checklist** tab. 4. Click on the **Add Checklist** button. 5. In the **Select Checklist** pop-up: - Select a checklist from the dropdown. - Save by clicking the **Save** button. ## Answers Submission Once the inspection process is completed, the submitted answers will appear in the **Answers** tab in PDF format. **Steps to View Answers:** - Navigate to the **Inspection Details Page**. - Select the **Answers** tab. - Review the submitted answers in PDF format. ## Creating an Inspection (Through the Mobile Application) Inspections can also be created using the mobile application. ### Inspection Creation Process **1. Log in to the Mobile Application**: - Use your email and password to log in. **2. Navigate to the Inspection Creation Section**: - In the footer section, click on the **New Actions** icon. - Select **Start Inspection**. **3. Fill in the Inspection Details**: - Inspection Name - Select Project - Select the Phase (Pre, During, Post) - Assign To - Select Milestone - Select Start Date - Select Due Date - Select Checklist **4. Log the Inspection**: - Click on the **Log Inspection** button to create the inspection. ## Submitting Inspection Answers Through the Mobile Application Once the inspection is created, the assigned user will receive a **push notification** on their mobile application. **1. Access the Inspection Listing Page**: - Click on the push notification to navigate to the **Inspection Listing Page**, where a list of inspections will be displayed. **2. Perform the Inspection**: - The assigned user will see a list of checklist line items set by the milestone owner. **3. The user can perform the inspection in real-time by:** - Submitting answers to checklist items. - Uploading attachments. - Adding their signature. **4. Inspection Status Notification**: - Upon submission, the **milestone owner** is notified about the inspection status: - Accepted - Rejected **5. Restarting an Inspection**: - If the inspection is **rejected**, the contractor can restart the inspection process. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/task-creation-process)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/observations) --- # Task Creation Process Source: https://www.oconstruction.io/help/help-desk/application-overview/task-creation-process Learn Task Creation Process in OConstruction. Add tasks, subtasks, checklists, log time, track dependencies, and monitor team progress. ### Purpose of a Task Tasks are the smallest units in the project hierarchy and are created to achieve specific milestones or project objectives. ### Accessing Tasks Tasks can be created in two ways: - **Under a Project:** Tasks can be created for a specific project. - **Under a Milestone:** Tasks can also be created directly within a milestone. ## Task Creation Process **1. Creating a Task Under a Project** - Login to your account. - Navigate to the **left menu** and click on the **Project Name**. - In the project-related information, locate and click on **Tasks** to open the Task Page. - Click on the **+ Create Task** button to open the Task Creation Popup. - Fill in the required details: - **Task Title** (*mandatory*): Enter the task name. - **Task Type:** Specify the type of task. - **Add Milestone:** Select a milestone from the dropdown. - **User Group:** Choose the user group responsible for the task. - **Assign To:** Assign the task to a specific team member. - **Start Date** and **Due Date:** Specify the task’s timeline. - **Description:** Add any additional details about the task. - Click the **Save** button to create the task. **2. Creating a Task Under a Milestone** - Navigate to the **Milestone Details Page**. - Click on the **Add Tasks** button to open the Task Creation Popup. - Fill in all the required details as mentioned above. - Click **Save** to create the task. ## Task Details Page The **Task Details Page** displays all the information provided during the task creation process. It also includes the following additional features: - **Subtasks:** Add smaller tasks under the main task. - **Checklist:** Create and track specific checklist items. - **Activity:** View the activity log related to the task. - **Links:** Add related links or references to the task. - **Manual Time Entry:** Log the time spent manually on the task. ## Subtask Creation Subtasks help divide a task into smaller, manageable parts. **Steps to Create a Subtask:** 1. Click on the project name in the left menu to view project-related information. 2. Select "Tasks" from the left menu. 3. Click on a task name to open the **Task Details** page. 4. Navigate to the **Subtasks** tab. 5. Click on the **Add Task** button. 6. Fill in the required details: - Task Title\* - Task Type - Add Milestone (from the milestone dropdown) - User Group - Assign To - Start Date - Due Date - Description - Save to create the subtask. ## Checklist Creation A checklist is used to itemize smaller steps within a task. **Steps to Create a Checklist:** - Click on the project name in the left menu to view project-related information. - Select "Tasks" from the left menu. - Click on a task name to open the **Task Details** page. - Navigate to the **Checklists** tab. - Click on the **Add Checklist** button. - Enter the checklist title. - Click on **Add** to save the checklist. ## Activity Log The **Activity** tab tracks task-related actions, including updates and changes, along with timestamps. **How to View Activity Log:** - Click on the project name in the left menu to view project-related information. - Select "Tasks" from the left menu. - Click on a task name to open the **Task Details** page. - Navigate to the **Activity** tab. - Review task-related actions, such as: - Task created by whom? - Task updated by whom. - Date and time of each action. ## Task Linking Task linking is used to establish dependencies between tasks. **How to Link Tasks:** - Click on the project name in the left menu to view project-related information. - Select "Tasks" from the left menu. - Click on a task name to open the **Task Details** page. - Navigate to the **Links** tab. - Click on the **Add Link** button. - In the **Add Task Link** popup: - Select the **Link Type**\* (e.g., dependency). - Choose the task to be linked. - Save the changes. **Note:** If a task is linked to another, the second task cannot begin until the first task is completed. ## Manual Time Entry Manual time entry is used to log time spent on a specific task. **How to Create Manual Time Entry:** 1. Open the **Task Details** page for the specific task. 2. In the header section, click on the **Time Entry** icon. 3. Fill in the details in the **Manual Time Entry** pop-up: - Task Title (auto-filled). - Start Time - End Time - Break Time - Spent Hours - Billable (if applicable). - Comments 4. Click on **Save** to log the time entry. ## Milestone Linking Milestone linking is used to create dependencies between milestones. **How to Link Milestones:** - Click on the milestone name to open the **Milestone Details** page. - Navigate to the **Links** tab. - Click on the **+ Add Link** button. - Select the milestone(s) to be linked as dependent. - Ensure that the immediate next milestone is assigned to a different contractor (if applicable). - Save the changes. **Note:** Linked milestones ensure that one milestone cannot begin until the preceding milestone is completed. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/creating-a-milestone)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/milestone-inspection) --- # Creating a Milestone Source: https://www.oconstruction.io/help/help-desk/application-overview/creating-a-milestone Learn Creating a Milestone in OConstruction. Define names, assign teams, link phases, and track progress across construction projects. - A **milestone** in construction project management marks a significant achievement or progress point within the project. - It helps track the completion of major tasks or stages, ensuring the project stays on schedule. - While a project is mandatory to create a milestone, associating it with a phase is optional. Milestones provide clarity on project progress and help in managing deadlines and resource allocation ## Accessing Milestones Milestones can be accessed and created from two locations: **1. From the Project Page:** - Log in to your account. - Navigate to the **left menu** and click on the **Project Name**. - In the project-related information, locate and click on **Milestone** to open the Milestone Page. - Click on the **+ Create Milestone** button and provide the required details. **2. From the Phase Details Page:** - Navigate to the Phase Details Page. - Click on the **Add Milestone** button to open the **Create Milestone Popup**. ## Milestone Creation Process - **Open the Create Milestone Popup:** - From either location, click on the respective button to display the pop-up. - **Fill in the Required Details:** - **Phase (optional):** Select a phase from the dropdown, if applicable. - **Parent Milestone (optional):** Select a parent milestone, if applicable. - **Milestone Name (mandatory):** Enter the name of the milestone. - **Project Name:** Auto-selected based on the associated project. - **User Group:** Select the user group responsible for the milestone. - **Assign To:** Assign the milestone to a specific team member. - **Estimated Hours:** Provide the estimated time required for the milestone. - **Start Date and Due Date:** Specify the milestone’s timeline. - **Description:** Add any additional details about the milestone. - **Save the Milestone:** Click the **Save** button to complete the milestone creation. ## Milestone Details Page The **Milestone Details Page** displays all the information provided during creation. It also includes three additional features: - **Add Task:** Create tasks under the milestone. - **Milestone Linking:** Link the milestone to related entities. - **Milestone Inspection:** Monitor and inspect milestone progress. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/phase-creation-process)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/task-creation-process) --- # Phase Creation Process Source: https://www.oconstruction.io/help/help-desk/application-overview/phase-creation-process Learn the Phase Creation Process in OConstruction. Define names, assign teams, set timelines, allocate hours, and track project progress. - A **phase** in construction project management is a distinct stage or segment of the overall project, typically defined by specific goals, tasks, and deliverables. - It helps in organizing and managing the project in manageable parts, ensuring that each stage is completed before moving on to the next, with clear timelines and resource allocation ## Accessing the Phase Section 1. Log in to the application using email & password, click on a project name > mark on the left menu. - This displays all **project-related information**. 2. Locate the **Phase** option among the displayed information. - Click on **Phase** to be redirected to the **Phase Creation Page**. ## Creating a New Phase **1. Initiate Phase Creation:** - Go to the **header section**. - Click on the **Create Phase** button to open the **Phase Creation Popup** **2. Fill in the Required Details:** - **Phase Name** (*mandatory*): Enter the name of the phase. - **Project Name**: Select the associated project from the dropdown. - **User Group**: Choose the user group involved in the phase. - **Assign To**: Assign the phase to a specific user. - **Start Date** (*mandatory*): Specify the start date for the phase. - **End Date**: Specify the end date (optional). - **Estimated Hours**: Enter the estimated time required for the phase. - **Description**: Provide additional details about the phase. **3. Save the Phase:** - Click the **Save** button to create the phase. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/activities)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/creating-a-milestone) --- # Activities Source: https://www.oconstruction.io/help/help-desk/application-overview/activities Explore key activities in OConstruction, covering project planning, execution, monitoring, and timely completion. - Activities represent the next level of work division under a WBS (Work Breakdown Structure). - Each WBS can contain multiple activities that define specific work packages or operational steps. - These activities help in detailed planning, execution, tracking, and cost management within a project. ### Steps to Create an Activity **1. Navigation Path:** Log in to the application → Go to Project Overview Page → Left Menu → Click Activities **2. Create Activities:** Click on the Create Activities button to open the creation pop-up. ### Create Activities – Popup Fields ### Basic Information - **Title\*:** Enter the name of the activity. - **WBS\*:** Select the WBS from the dropdown list. - Upon selection, the Estimated Cost and Remaining Allocated Cost for that WBS are displayed. - **Owner\*:** Select the user responsible for executing the activity. - **Type:** Choose the type or category of work (e.g., Civil, Electrical, Plumbing, etc.). - **Priority:** Assign a priority level (Low, Medium, High, etc.). - **Start Date / End Date:** Select the duration of the activity. - Dates must fall within the WBS Start and End Dates. ### Dependency Configuration - **Select Activity:** Choose an existing activity to establish a dependency. - **Link Type:** Define the relationship as **Predecessor** or **Successor**. - **Dependency Type:** Choose one of the following: - Finish to Finish (FF) - Finish to Start (FS) - Start to Finish (SF) - Start to Start (SS) ### Resource Allocation Allocate human resources required for the activity: - **Resource Name:** Select from the dropdown list. - **Unit:** Choose Hour, Day, Week, or Month. - **Duration:** Enter total working duration. - **Cost Per Hour:** Define the hourly rate. - Base Cost and Project Cost are auto-calculated. - Add multiple resources using the (+) icon.** ** ### Item Allocation Add material items required for the activity: - **Item Name:** Select from the dropdown (fetched from Company Settings → Item Master). - **UOM & Unit Price:** Auto-filled on selection. - **Quantity:** Enter the required quantity. - **Cost Calculation:** - Base Cost and Project Cost auto-calculate. - Add multiple items using the (+) icon.** ** ### Asset Allocation Include assets or equipment needed for execution: - **Asset Name:** Select from the dropdown (Company Settings → Asset Master). - **UOM & Unit Price:** Auto-filled. - **Quantity:** Specify quantity. - **Cost Calculation:** - Base Cost and Project Cost are auto-calculated. - Add multiple assets using the (+) icon.** ** ### Skill Requirement - **Skill Name****:** Choose from dropdown (*Company Settings → Human Capital Section*). Defines the skill sets required to perform this activity efficiently. ### Cost Summary - The Total Estimated Cost is automatically calculated based on total resources, items, and assets linked to the activity. ### Inspection Configuration If the activity requires inspection, select the checkbox “Do you want to add inspection to this activity?” - **Inspection Type:** Choose *Pre*, *During*, and/or *Post* (multiple selections allowed). - **Role & Approvers:** Automatically displays approvers responsible for inspection from *Company Settings → Construction → Inspection Approver Sequences*. ### Additional Information - **Description****:** Add relevant details or work instructions for the activity. - **Attachments:** Upload any supporting documents or drawings.** ** Click Save to create and record the activity. ### Activity Details Page After creation, all details appear on the Activity Details Page such as: - **Resources –** Displays all assigned resources, their hours, and cost details. - **Items –** Lists all materials with quantity, cost, and UOM. - **Assets –** Shows assigned equipment with utilization data. - **Skills –** Displays required skills and associated roles. - **Est. Hours –** Planned working hours for completion. - **Spent Hours –** Actual hours logged. - **Start Date / Due Date –** Actual and planned timelines. - **People, Labels, Custom Fields –** For tagging, categorization, and additional metadata. - **File –** Lists uploaded attachments for quick access. ### Additional Features - **Generate Link –** Creates a shareable link for quick reference. - **Time Log –** Allows manual entry of work logs with fields for Task Title, Owner, Date, Start Time, End Time, Break Time, and Comments. - **Save / Cancel –** Save entries or cancel edits. ### Actions Available - **View –** Open the detailed Activity page. - **Edit –** Modify existing details. - **Delete –** Remove the activity record. ### Activities Actuals - On the Activities Details Page, click Add Actuals from the header. - Allows users to enter actual data related to cost, progress, and resource utilization. - All actuals dynamically update in the activity summary. ### Linked Details Displayed in Activities Details Page The Activities Details Page includes several linked components for better traceability and progress tracking: - **Tasks –** Lists all tasks created under the activity, including their status and assignees. - **Checklists –** Displays predefined inspection or quality checklists linked to the activity. - **Logs –** Maintains chronological records of all activity-related updates, time logs, or progress notes. - **Comments –** Shows user discussions or feedback related to the activity for collaboration. - **Dependencies –** Outlines relationships between this and other activities for better sequencing. - **Requisition History –** Tracks all material or asset requisitions raised for the activity. - **Inspections –** Displays inspection types (Pre, During, Post) and their status updates. - **Actuals –** Shows real-time actual cost, effort, and duration data compared to estimates. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/work-breakdown-structure-wbs)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/phase-creation-process) --- # Work Breakdown Structure (WBS) Source: https://www.oconstruction.io/help/help-desk/application-overview/work-breakdown-structure-wbs Learn Work Breakdown Structure (WBS) in OConstruction. Visualize project phases, milestones, tasks, and subtasks clearly. The Work Breakdown Structure (WBS) is a hierarchical representation of project work that breaks down the overall scope into smaller, manageable components. It provides a clear structure of deliverables, tasks, and resources — ensuring effective project planning, execution, and cost control. ### Overview A WBS divides a project into multiple levels of detail, starting from high-level deliverables and breaking them into smaller work elements. It enables teams to define responsibilities, assign resources, estimate costs, and monitor progress efficiently. ### Steps to Create a WBS - **Navigation Path:** Log in to the application → Go to Project Overview Page → Left Menu → Click WBS. - **Create WBS:** Click on the Create WBS button to open the creation pop-up.** ** ### Create WBS – Popup Fields **Basic Information** - **Project Name:** Auto-filled based on the selected project. - **Parent WBS:** Select the parent WBS if applicable. - **WBS Name\*:** Enter the WBS name (mandatory). - **Owner\*:** Select the owner responsible for the WBS. - **Start Date / End Date:** Select the WBS duration.** ** Dates must fall within the Project Start Date and Project End Date.** ** ### Dependency Configuration - **Select WBS:** Choose an existing WBS to establish a link. - **Link Type:** Choose between **Predecessor** or **Successor**. - **Dependency Type:** Select one of the following relationships: - Finish to Finish (FF) - Finish to Start (FS) - Start to Finish (SF) - Start to Start (SS) ### Resource Allocation Select the required resources for the WBS: - **Resource Name:** Choose from the dropdown. - **Unit:** Select from (Hour, Day, Week, Month). - **Duration:** Enter total working duration. - **Cost Per Hour:** Specify rate per hour. - The Base Cost and Project Cost are auto-calculated. - Add multiple resources by clicking the **(+)** icon next to the cost field. ### Item Allocation Add the required items linked to the WBS:**** - **Item Name:** Select from the dropdown (fetched from Company Settings → Item Master). - **UOM & Unit Price:** Auto-filled upon item selection. - **Quantity:** Enter the required quantity. - The Base Cost and Project Cost are automatically calculated. - Add multiple items by clicking the **(+)** icon. ### Asset Allocation Add the required assets for the WBS: - **Asset Name:** Select from the dropdown (fetched from Company Settings → Asset Master). - **UOM & Unit Price:** Auto-filled automatically. - **Quantity:** Enter the quantity of assets to be used. - **Cost Calculation:** - The Base Cost and Project Cost are auto-calculated. - Add multiple assets using the (+) icon.** ** ### Skill Requirement **Select the required skills for the WBS:** - **Skill Name:** Choose from dropdown (configured in *Company Settings → Human Capital Section*).** ** ### Cost Summary - The Total Estimated Cost for the WBS is automatically calculated based on the total cost of all resources, items, and assets used.** ** ### Additional Information - **Description:** Add relevant notes or details for the WBS.** ** - Click Save to create and record the WBS.** ** ### WBS Listing Page The WBS listing page displays all existing WBS records with key details such as: - WBS Title - Start Date - Due Date - Estimated Cost - Allocated Cost - Remaining Cost **Actions Available:** - **View –** Opens the WBS details page.** ** - **Edit –** Modify existing WBS information.** ** - **Delete –** Remove WBS record.** ** ### WBS Details Page Displays comprehensive information about the selected WBS: - Project Name - WBS Name - Status (Active, In-Progress, On-Hold, Delayed, Completed) - WBS Owner - Start Date - Due Date - Total Estimated Cost - Allocated Cost - Description ### WBS Actuals - On the WBS Details Page, click Add Actuals in the header section. - This allows users to input actual data for cost, duration, and progress. - All actual entries are reflected dynamically in the WBS detail summary.** ** ### Linked Details Displayed in WBS Details Page The following linked components are displayed: - Linked WBS - Resources - Items - Assets - Skills - Activities - Actuals [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/project-module)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/activities) --- # Project Module Source: https://www.oconstruction.io/help/help-desk/application-overview/project-module Manage projects in OConstruction. Create, link with programs, use templates, export data, and monitor progress via dashboards. The **Project Module** is a central feature in construction project management that allows users to create, organize, and manage individual projects within a workspace. Each project can function independently or be associated with a broader program to ensure coordinated planning, budgeting, and progress tracking. ### Overview A **Program** in construction management represents a collection of related projects managed together to achieve a shared goal. Projects are temporary, goal-oriented efforts designed to deliver specific outcomes, such as constructing a building or completing a development phase. Projects can be: - Created **directly under a workspace**. - Optionally associated with a **Program**. ### Navigation Options: - Clicking on a **Program Name** redirects to the **Project Page**. - Clicking on the **Organization Name** in the left menu redirects to the **Create Project Page**. ## Steps to Create a Project - Navigate to the **Project Page**. - Click on the **Create Project** button located in the top-right section. - Fill in the project details in the pop-up form: - **Program Name:** Select from dropdown (optional). - Upon selection, the **Budget** and **Budget Amount** fields appear only if a budget is linked to the chosen program. - **Parent Project:** Select from dropdown (optional). - **Project Name:** Enter a unique project name (mandatory). - **Organization Name:** Select from the dropdown. - **Priority:** Choose the project’s priority level (mandatory). - **Start Date:** Pick the project’s start date (mandatory). - **End Date:** Pick the project’s end date (optional). - **Upload Files:** Attach any project-related documents or reference files. - **Description:** Add additional details or context about the project (optional). - Click **Save** to create the project. ## Functionalities on the Project Page **1. Export Projects** - **Steps :** - Click on the **Export Icon** in the header section. - Select a project from the **All Projects** dropdown. - Click the **Export** button to download project data. **2. Create Project Templates** **Steps:**** ** - Log in to the application and go to the **Project Overview Page**. - Click on the **Template Icon** in the header. - The system redirects to the **Template Page**. - Click **Create Template** to design a new project template. - Clicking a created template card redirects to the Template Overview Page, where users can create a project from an existing template. ## Project Overview **Access:** Click on any project name to navigate to the **Project Overview Page**. ## Details Displayed: ### 1. Basic Information *Displays the fundamental details of the project, helping users quickly identify its core attributes.* - Project Name - Start Date - End Date - Project Description ### 2. Project Budget *Provides a clear view of the project’s financial status, including estimated, actual, and remaining costs.* - Estimated Cost - Actual Cost - Remaining Cost - % of Budget Utilized (displayed in a budget summary card) ### 3. Resources *Shows the total number of resources allocated to the project for efficient manpower management.* - Total Resources assigned to the project ### 4. Progress Tracking - WBS Progress - Overall Progress - Activity Progress - Task Progress - Inspection Progress - Observation Progress ### 5. Vendor Insights *Provides key financial and performance indicators related to vendors.* - Total Vendors - Contract Amount - Invoiced Amount - Payments Made - Purchase Orders - Outstanding Payables ### 6. Contractor Insights *Shows financial and contractual data related to all engaged contractors.* - Total Contractors - Contract Amount - Invoiced Amount - Payments Made - Work Orders - Outstanding Payables ### 7. Client Insights - Total Clients - Contract Amount - Invoiced Amount - Payments Received - Outstanding Receivables - Payments % vs Contract (performance ratio) ### 8. Most Used Items - Displays **Top 5 Most Used Items** ### 9. Most Used Assets - Displays **Top 5 Most Used Assets** ### 10. Expense Overview - Summary of all project-related expenses and allocations ### 11. Project Insights - Highlights **Upcoming Activities** and **Delayed Tasks** for proactive tracking [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/program-module)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/work-breakdown-structure-wbs) --- # Program Module Source: https://www.oconstruction.io/help/help-desk/application-overview/program-module Learn program module setup in OConstruction. Define program names, dates, priorities, and assign team members for efficient execution. The Program Module enables users to create, manage, and monitor programs efficiently within their workspace. ### Overview The Program module provides a centralized interface to organize multiple projects under one strategic program, define budgets, set priorities, assign responsibilities, and track progress through a visual dashboard. ### Steps to Create a Program - Log in to the application. - Navigate to the left menu → Program. - Click on the "New Program" button. - Fill in the following required fields: - **Program Name:** Enter a unique program name. - **Organization:** Select the organization from the dropdown list. - **Start Date:** Choose the start date for the program. - **End Date:** Choose the end date for the program. - **Priority:** Set the program's priority level (e.g., High, Medium, Low). - **Assign To:** Select the responsible team member. - **Budget:** Choose a predefined budget. - **Budget Amount:** This field auto-fills based on the selected budget. - Click "Save" to create the program. Users can edit or delete a program by clicking the three-dot (kebab) menu beside the program entry. ### Program Dashboard View **To access the Program Dashboard View:** - Log in to the application → Go to the left menu → Program → Enable Dashboard View (located beside the *New Program* button). **The dashboard displays key performance indicators (KPIs) and visual insights, including:** - Total Programs - Total Budget - Total Overdue Programs - Budget Utilization **Additionally, the dashboard includes:** - Expense Summary by Program - Actual Budget vs. Actual Spent (comparison chart) - Program Progress (displayed in graphical chart format) [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/navigating-oconstruction)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/project-module) --- # Navigating OConstruction Source: https://www.oconstruction.io/help/help-desk/application-overview/navigating-oconstruction Learn navigating OConstruction. Explore workspace and dashboards to manage projects, collaborate, and track progress effectively. After logging into the OConstruction platform, the left-hand menu provides access to key modules and features. Below is an overview of the modules: ## Workspace Brief description about workspace and how it helps - A **workspace** within a construction project management tool is a digital environment where teams collaborate, organize tasks, track progress, and manage resources and documents related to a project. - It centralizes communication, ensures efficient coordination, and helps in tracking milestones, deadlines, and project status - **Overview:** - "My Workspace" is displayed by default after signup. - Users can create additional workspaces by clicking the "Create Workspace" button. - **Steps to Create a Workspace:** - Click the "Create Workspace" button. - Enter a unique workspace name. - Save the workspace. ## Dashboard The **Dashboard** serves as the central command center of OConstruction — giving users an at-a-glance view of all critical project activities, performance indicators, and team progress. It’s designed to provide real-time visibility, helping you make informed decisions quickly and manage construction workflows efficiently. **Purpose of the Dashboard** The dashboard consolidates all key project metrics in one place. Whether you’re a project manager, site supervisor, or team member, it allows you to: - Monitor project progress and task completion rates. - View updates from all active workspaces. - Identify pending tasks, upcoming deadlines, and bottlenecks. - Track workforce allocation, equipment usage, and material status. - Assess overall project health using visual charts and KPIs. [Previous article](https://www.oconstruction.io/help/help-desk/application-overview/account-setup)[Next article](https://www.oconstruction.io/help/help-desk/application-overview/program-module) --- # Account Setup Source: https://www.oconstruction.io/help/help-desk/application-overview/account-setup Follow this Account Setup Guide to create your account, log in securely, invite team members, and start managing construction projects. OConstruction offers a seamless onboarding experience through our dedicated team.Interested users who want to use the OConstruction product must reach out to our sales team.The core team will set up an account for the user. Once the account is created, the user can log in using their email and password. After logging in, the user can add additional members to their organization through the Configuration section under **Company Settings**. ### Logging In - **Access the Login Page:** ### Log In: - Enter your registered email address. - Enter the password you created during sign-up. - Click the "LogIn" button. ## Configuration The Configuration section in the application is divided into three main parts: - Profile Settings - Company Settings - Project Settings ## Profile Settings ### Steps to Access Profile Settings: - **Login** to the web application using your email & password. - Go to the **Header Section**. - Click on the **Settings Icon**. - Click on **Profile Settings**. ### Profile Settings Sections: - My Profile - Change Password - Workspace **My Profile** To access **My Profile**: - Go to **Profile Settings**. - In the **Left Menu**, click on **My Profile**. - Displays all personal information related to the logged-in user: - First Name\* - Last Name\* - Phone Number - Email Address - Role - Skills - Time Zone - Time Format - Upload a Profile Picture ![My Profile](https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-6-1.png) **Change Password** To **change the password**: - Go to **Profile Settings**. - In the **Left Menu**, click on **Change Password**. - Enter the following details: - Current Password\* - New Password\* - Confirm Password\* - Click on **Save** to update the password. **Workspace** To **add a new workspace**: - Go to **Profile Settings**. - In the **Left Menu**, click on **Workspace**. - In the **Header Section**, click on the **New Workspace** button. - Enter the **Workspace Name**. - Click on **Save**. ## Company Settings The **Company Settings** can be accessed in two ways: - From the Left Menu - From the Header Section (Settings Icon) ### Accessing Company Settings: **Method 1: Left Menu** - **Log in** to the web application using your email & password. - In the **Left Menu**, click on **Company Settings**. **Method 2: Header Section (Settings Icon)** - **Log in** to the web application using your email & password. - Go to the **Header Section**. - Click on the **Settings Icon**. - Click on **Company Settings**. ### Inside Company Settings: **1. General Settings** **Overview**: Displays all information related to the organization, including: - Organization Name - Website - Contact Number - Currency - Description - Organization Owner **Import Project**: Allows importing of projects into the system. **2. Users Management** **Users** The **Users** section is used to **invite new users** to the organization. **Steps to Invite a User:** - Go to **Company Settings**. - Click on the **Users** dropdown. - Click on **Users**. - In the **Top Right Section**, click on the **Invite User** button. - Fill in the required details: - First Name\* - Last Name\* - Email Address\* - Access Level - Click on **Invite**. - The invited user will receive an email from the organization. - They can log in to the application using the invitation link. **Invited Users** - Displays the list of all invited users. - **To access:** - Go to **Company Settings**. - Click on the **Users** dropdown. - Click on **Invited Users**. **User Group** The **User Group** section is used to **organize invited users into groups**. **Steps to Create a User Group:** - Go to **Company Settings**. - Click on the **Users Dropdown**. - Click on **User Group**. - In the **Top Right Section**, click on the **Create Group** button. - Enter a **Group Name**. - Click on **Save**. **Adding Members to a User Group:** - Click on the **Group Name**. - Add members to the group. [Next article](https://www.oconstruction.io/help/help-desk/application-overview/navigating-oconstruction) --- # Item Received Source: https://www.oconstruction.io/help/help-desk/vendor-management/item-received Learn item received management in OConstruction. Track vendor shipments, link purchase orders, and monitor delivery status accurately. - The **Item Received** section enables users to track and manage goods received from vendors. - It ensures that all shipments are accurately recorded, monitored for delivery schedules, and reconciled with purchase orders and invoices. ## Navigation Path - Log in to the application. - Go to the left menu and click **Vendor**. - Click **Item Received**. - Click **Add Received Items** to open the form for recording received shipments. ![Item Received](https://backend.oconstruction.io/wp-content/uploads/2025/10/image9.png) ## Create Shipment – Form Fields **1. Select Project**** ** Choose the project associated with the shipment from the dropdown. **2. Select Vendor**** ** Select the vendor linked to the project. **3. Select Purchase Order** - Pick the purchase order corresponding to the shipment. - Upon selecting the purchase order, all items associated with it are automatically filled with their respective quantities and prices. **4. Select Invoice Number** - Choose the invoice linked to the shipment. **5. Select Shipping Method**** ** - Specify the method used for transporting the items. **6. Enter Shipping Cost**** ** - Enter the shipping cost incurred. **7. Enter Total Cost**** ** - The total cost is automatically calculated based on the shipment details. **8. Expected Delivery Date** - Select the date when the shipment is expected to be delivered. **9. Enter Tracking Number**** ** - Provide the tracking or transaction number for reference. **10. Enter Total Weight**** ** - Specify the total weight of the items received. **Enter Total Volume**** ** - Fill in the total volume or space occupied by the items. **Enter Reference Number**** ** - Provide a reference number for easy tracking. **Select Status**** ** - Choose the current status of the shipment from the available options: - **Draft:** Shipment is being prepared but not yet dispatched. - **Dispatched:** Shipment has been sent from the source location. - **In Transit:** Shipment is currently on the way to its destination. - **Cancelled:** Shipment has been called off and will not be delivered. - **Received:** Shipment has arrived and been confirmed at the destination. **Enter Transporter Name**** ** - Fill in the name of the transporter handling the shipment. **Enter Transporter Note**** ** - Add any additional notes or details about the transporter. **Upload Attachments**** ** - Attach relevant documents like delivery notes, invoices, or shipment confirmations by clicking “Click to upload”. **Enter Notes**** ** - Add any remarks or observations related to the shipment. ## Action Buttons **1. Save** - Click this to save the received shipment details and create the record. **2. Cancel** - Click this to discard any entered data and exit the form without saving. ## Note: For creating a Payment : **Mandatory Fields:** - Vendor \* - Purchase Order \* - Invoice Number \* - Shipping Method \* - Expected Delivery Date \* [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-payment)[Next: Contractor Management](https://www.oconstruction.io/help/help-desk/contractor-management/overview) --- # Vendor Payment Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-payment Manage vendor payments efficiently. Record and track transactions, link invoices, manage approvals, and analyze payment KPIs. - The Vendor Payment module enables users to record payments made to vendors against specific invoices. - It simplifies financial management, tracks payments, and helps with reporting through KPIs and analytics. ## Navigation Path - Log in to the application. - Go to the left menu and click **Vendor**. - Click **Payment**. - Click **Add Payment**. ![Vendor Payment](https://backend.oconstruction.io/wp-content/uploads/2025/10/image8.png) ## Create Payment **1. Select Project** - Choose the project related to the payment. **2. Select Vendor** - Choose the vendor to whom the payment is being made. **3. Select Invoice** - Pick the invoice linked to the vendor. - After selecting the invoice, the following fields are automatically pre-filled: - **Payment Due Date:** Date when the payment is expected. - **Invoice Amount:** The original invoice amount before tax. - **Tax Amount:** Tax applied to the invoice. - **Sub Total:** The invoice amount excluding tax. - **Total Tax Amount:** The cumulative tax amount for the invoice. - **Total Amount:** The invoice amount including tax. - **Payment Amount:** The amount being paid. - **Currency Code:** The currency used for the payment. **4. Enter the Adjustment Amount (Optional)** - If applicable, enter any adjustments to the payment. **5. Enter Payment Date** - Specify the actual date the payment is made. **6. Enter Payment Method** - Select how the payment was made (bank transfer, cheque, etc.). **7. Select Approver** - Choose the person authorized to approve the payment. **Select Payment Made By** - Specify who made the payment. **8. Enter Transaction Number** - Provide the transaction or reference number for tracking. **9. Upload Attachments** - Attach supporting documents such as receipts or confirmations. **10. Enter Reference Note** - Add any additional remarks or notes about the payment. **11. Save Button** - Click **Save** to create and record the payment. ## Note: For creating a Payment : **Mandatory Fields:** - Vendor \* - Invoice \* - Payment Date \* - Approver \* - Payment Made By \* - Transaction Number \* ## Payment – Table Listing ### Each payment record displays the following details: **1. Actions** - View, Edit, Delete. **2. Payment Reference Number** - Unique identifier for the payment record. **3. Payment Amount** - The amount paid. **4. Project Name** - Project associated with the payment. **5. Vendor Name** - The vendor receives the payment. **6. Payment Method** - How the payment was made. **7. Payment Date** - The date of the payment. **8. Status** - Current state of the payment. ## Invoice KPI’s The dashboard provides quick insights into payment activities: **1. Total Payments Made** - The total number of payments processed. **2. Total Payment Amount** - The cumulative value of payments made. **3. Pending Payments** - Amounts awaiting clearance or approval. **4. Average Payment Amount** - The average value of all recorded payments. **5. Payments By Type Vendor** - Breakdown of payments grouped by vendor type. ## Additional Features - **Global Search** – Easily search for payments by reference number or other criteria. - **Sorting** – Sort the payment list by date, amount, project, or status for better visibility. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-invoice)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/item-received) --- # Vendor Invoice Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-invoice Learn vendor invoice management in OConstruction. Record invoice details, link purchase orders, and track payments and KPIs. ## Overview - The Vendor Invoice section allows you to create, track, and manage invoices issued by vendors. - This ensures that payments, billing, and financial reconciliation are properly handled based on purchase orders and contract terms. ## Navigation Path - Log in to the application. - Go to the left menu and click **Vendor**. - Click **Invoice**. - Click **Add Invoice**. ![Vendor Invoice](https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1.png) ## Create Invoice – Form Fields **1. Select Project** - Choose the project associated with this invoice. **2. Invoice Type** Select the type of invoice from the dropdown options: - Regular - Proforma - Credit **3. Enter Invoice Number** - Provide a unique invoice reference number. **4. Select Invoice From** - Select the vendor name from the dropdown list. **5. Select Purchase Order** - Choose the related purchase order. **6. Select Invoice To** - Select the organization name receiving the invoice. **7. Select Currency** - Choose the currency for the invoice. Based on the above inputs, the following fields are auto-filled: - Invoice Amount - Tax Amount - Total Amount **8. Select Payment Terms** - Choose the payment terms predefined in the **Company Settings ➝ Finance Settings**. **9. Select Invoice Date** - Choose the date the invoice was issued. **10. Select Due Date** - Enter the date by which the payment is expected. **11. Select Invoice Receive Date** - Record the date when the invoice was received. **12. Upload Attachments** - Attach supporting documents like receipts, contracts, or delivery notes. ## Note: For creating an Invoice: **Mandatory Fields:** - Project \* - Invoice Type \* - Invoice Number \* - Invoice From \* - Purchase Order \* - Invoice To \* - Payment Terms \* - Invoice Date \* - Due Date \* - Invoice Receive Date \* ## Invoice – Table Listing (Vertical Format) Each invoice record displays the following fields: **1. Actions** - View, Edit, Delete, and Make Payment options. **2. Invoice Number** - Unique invoice identifier. **3. Vendor Name** - The vendor issuing the invoice. **4. Project Name** - The related project. **5. Invoice Amount** - Amount before tax. **6. Tax Amount** - Tax is applied to the invoice. **7. Total Amount** - Final amount including tax. **8. Due Date** - Payment deadline. **9. Status** - Displays the current state of the invoice: - **Draft / Submitted:** Invoice created but not yet approved. - **Paid / Settled:** Invoice fully cleared and payment received. - **Cancelled / Rejected:** Invoice marked invalid or refused. - Additional Features: - **Search:** Locate invoices using invoice number or other available filters. - **Sort:** Arrange invoices by date, amount, or status for easier tracking. ## Invoice KPI’s **1. Total Invoice** - Displays the total number of invoices recorded. **2. Total Paid** - Shows the cumulative value of invoices that have been settled. **3. Total Outstanding** - Indicates unpaid invoice balances. **4. Overdue Invoice** - Highlights invoices past their due date. **5. Unpaid Invoices** - Lists pending payments awaiting processing. **6. DPO (Days Payable Outstanding)** - Lists the Average days taken to pay suppliers [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-purchase-order)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-payment) --- # Vendor Purchase Order Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-purchase-order Create and manage vendor purchase orders. Link vendors, projects, contracts, and track taxes, payments, and order KPIs easily. - The Vendor Purchase Order section allows users to create and manage purchase orders related to vendors. - A purchase order formalizes procurement requests, ensuring that vendor-supplied materials, equipment, or services are properly tracked, priced, and aligned with approved contracts. ## Navigation Path - Log in to the application. - Go to the left menu and click **Vendor**. - Click **Purchase Order**. - Click **Add Purchase Order**. ![Vendor Purchase Order](https://backend.oconstruction.io/wp-content/uploads/2025/10/image14.png) ## Create Purchase Order – Form Fields **1. Select Project** - Choose the project for which the purchase order is being created from the dropdown list. **2. Select Vendor** - Choose the vendor from the dropdown list. **3. Select Contract** - Select the approved contract from the dropdown. Only contracts in the **Approved** or **Completed** stage will appear here. **4. Purchase Date** - Select the date of the purchase using the calendar picker. **5. Purchase Order Reference** - Enter a unique reference number for tracking the purchase order. **6. Address Details** Enter the shipping or billing address as applicable: - Address Line 1 - Address Line 2 - Country - State - City - Zip Code **7. Attachments** - Upload relevant documents such as quotations, agreements, or delivery notes. **8. Select Item** - Choose an item from the vendor’s list. The unit price is auto-filled based on predefined rates. **9. Enter Quantity** - Provide the quantity of the item required. The total price is automatically calculated. **10. Select Tax** - Choose the applicable tax from the dropdown. The tax amount and total purchase amount are updated accordingly. **Total Purchase Amount Validation** - The system ensures that the total amount does not exceed the approved contract amount. ## Note: For creating a Purchase Order: **Mandatory Fields:** - Project \* - Vendor \* - Contract \* - Purchase Date \* - Item Name \* - Select Tax \* ## Purchase Order Workflow - Upon creation, the purchase order status is set to **Draft**. - Once reviewed and approved, the status updates automatically to **Approved** or other applicable stages. - The purchase order then progresses toward invoicing once the goods or services are delivered. ## Each purchase order record displays the following information: **1. Actions** - View, Edit, and Delete options. **2. PO Number** - Unique identifier for the purchase order. **3. Vendor Name** - Name of the vendor supplying the goods or services **4. Project Name** - The project is associated with the purchase order. **5. Subtotal** - The amount before tax. **6. Tax Amount** - The applicable tax for the purchase. **7. Total Amount** - The total cost, including tax. **8. PO Date** - The date when the purchase order was created. **9. PO Reference** - Reference number for tracking. **10. Payment Type** - Specifies the type of payment method. **11. Payment Method** - The method through which payment will be made. **12. Status** - The current status (Draft, Under Review, Reviewed, Issued, Delivered, Pending Inspection, Cancelled, Completed, Closed, Sent, Approved, etc.) of the purchase order. ## Available Actions: - **View** – See detailed purchase order information. - **Edit** – Update purchase order details. - **Delete** – Remove the purchase order after confirmation. ## Additional Features: - **Search** – Search purchase orders by PO number or other criteria. - **Sorting** – Click column headers to sort by date, amount, or other attributes. ## Purchase Order KPI’s - **T****otal POs** – Total number of purchase orders created. - **Total PO Value** – The sum of all purchase orders’ amounts. - **Total Approved PO Value** – The value of all purchase orders that have been approved. - **Total Paid Against POs** – The total amount that has been paid against purchase orders. - **Outstanding PO Payables** – The amount pending payment for purchase orders. - **Open PO Value** – The total value of purchase orders that are still open or in process. **Next Steps After Purchase Order Completion** Once the purchase order is created and confirmed, it flows into the **Invoice** section where billing can be processed and payments initiated. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-contract)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-invoice) --- # Vendor Contract Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-contract Manage vendor contracts in OConstruction. Track terms, milestones, deliverables, and payment schedules through the full contract lifecycle. ## Overview - The Vendor Contract section is designed to register, manage, and track contractual agreements between your organization and vendors. - The form captures essential details such as contract duration, payment terms, deliverables, legal clauses, and approval workflows to ensure transparency, accountability, and compliance throughout the vendor relationship. ## Navigation Path - Log in to the application. - Go to the left menu and click **Vendor**. - Click on **Contract**. - Click the **Add Contract** button. ![Vendor Contract](https://backend.oconstruction.io/wp-content/uploads/2025/10/image12.png) ## Form Field Details ### Create a Contract – Steps **1. Select Project Name** - Choose the project associated with this contract from the dropdown list. **2. Select Vendor Name** - Select the vendor from the “Party” dropdown. **3. Select Contact** - Choose the appropriate contact associated with the selected vendor. **4. Contract Name** - Enter the name of the contract. **5. Contract Type** - Select the type of contract from the dropdown. **6. Contract Status** - By default, the status is set to **Draft**. **7. Date Range** - Select the start date and due date using the calendar picker. **8. Currency Code** - Select the currency in which the contract value will be defined. **9. Tax Selection** - Select applicable taxes from the dropdown. Taxes are configured in **Company Settings ➝ Finance Settings ➝ Tax**. Newly added taxes are available here. **10. Payment Terms** - Select payment terms from the dropdown. These are configured in **Company Settings ➝ Finance Settings ➝ Payment Terms**. **11. Contract Value** - Enter the total contract value. **12. Tax Amount & Total Contract Amount** - The tax amount (default 0%) and total contract amount are automatically calculated based on the entered price. **13. Select Approver** - Choose the approver from the dropdown. Approvers are configured in **Company Settings ➝ Organisation Settings**. **14. Contract Execution Date & Review Date** - Enter the date of contract execution and the review date. ### Contract Deliverables Define the expected deliverables with the following fields: - Deliverable Name - Deliverable Date - Additional Notes - Deliverable Description ### Contract Terms Enter specific terms by filling in: - Term Name - Term Number - Term Type (select from Payment, Delivery, Penalty, or Add Deliverable) - Date - Amount - Currency - Term Description ### Jurisdiction Name & Legal Clauses Specify the jurisdiction and add any legal clauses that are part of the agreement. ### Parameter Selection & Attachment Upload Select relevant parameters and upload any supporting documents. ## Action Buttons - **Save** – Saves the contract record. - **Cancel** – Discards the entered data and exits the form. ## Note: For creating a Vendor Contract **Mandatory Fields:** - Project \* - Party \* - Contact \* - Contract Name \* - Contract Type \* - Currency \* - Tax \* - Payment Terms \* - Contract Value \* - Approver \* **Actions available per record:** - **View** – See contract details. - **Edit** – Update contract information. - **Contract Template** – Access template options. - **Delete** – Remove the contract. **Additional Features:** - The contract status determines eligibility for generating purchase orders. - Clicking the contract name redirects to the contract details page with full information. ## Contract Details Page – Additional Options When viewing the contract details, you can: - **Print Preview** – Print or preview the contract layout. - **Add Signature** – Include digital signatures. - **Terminate** – End the contract early. - **Add Appendix** – Append supporting documents or details. - **Add Amendment** – Create contract amendments as needed. - **Audit Log** – Track changes and history for accountability. ## Contract KPI’s - **Total Contracts** – Displays the total number of contracts. - **Total Contract Value** – The cumulative value of all contracts. - **Outstanding Amount** – Tracks unpaid or pending amounts. - **Pending Contracts** – Shows contracts awaiting approval or action. - **Active Contracts** – Lists all ongoing contracts. - **Expired Contracts** – Tracks contracts that have passed their end date. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-contact)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-purchase-order) --- # Vendor Contact Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-contact Learn vendor contact management in OConstruction. Add billing, shipping, and purchase contacts with names, emails, and designations. ## Overview The Vendor Contact section allows your organization to maintain detailed contact information for each vendor.Contacts can be used for direct communication related to billing, shipping, or purchases. ## Navigation Path - Log in to the application. - Navigate to the left menu and click **Vendor**. - Select **Contact**. - Click **Add Contact**. ![Vendor Contact](https://backend.oconstruction.io/wp-content/uploads/2025/10/image12.png) ## Field Descriptions **1. Select Vendor** - Choose the vendor to whom the contact belongs from the dropdown. Only registered vendors are available in the list. **2. First Name** - Enter the first name of the contact person. **3. Last Name** - Enter the last name of the contact person. **4. Contact Type** Select the purpose of the contact from the dropdown options, such as: - Billing - Shipping - Purchase **5. Designation** - Enter the job title or designation of the contact, such as “Procurement Manager” or “Accounts Officer.” **6. Email** - Provide the official email address for communication. **7. Phone Number** - Enter the contact’s mobile or landline number. Supports international format selection. **8. Address Line 1 & Line 2** - Enter the physical address if available, such as the office location or site address. **9. Country / State / City / Zip Code** - Provide detailed geographical information to ensure proper recordkeeping and traceability. ## Action Buttons - **Save** – Saves the contact record under the selected vendor’s profile. - **Cancel** – Discards any entered data and closes the form without saving. ## Note: For creating a Vendor Contact: **Mandatory Fields:** - Vendor Name \* - First Name \* - Last Name\* - Designation \* - Email \* **Direct Communication** Contacts listed here can be used to initiate emails, calls, or correspondence directly from the vendor’s profile. **Billing and Shipping Coordination** Separate contacts for billing and shipping ensure that inquiries and logistics are directed to the right person. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-asset)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-contract) --- # Vendor Asset Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-asset Manage vendor assets efficiently. Link assets with vendors, define currency, pricing, and analyze asset KPIs using OConstruction tools. ## Overview The Vendor Asset section enables users to associate physical or service assets with vendors, including pricing details. ## Navigation Path - Log in to the application. - Navigate to **Vendors**. - Click **Assets**. - Click the **+ Create Vendor Asset** button. ![Vendor Asset](https://backend.oconstruction.io/wp-content/uploads/2025/10/image11.png) ## Form Fields Explained **1. Vendor** - Select the vendor to whom the asset is associated. This is a required field, and only registered vendors will appear in the list. **2. Select Asset** - Assets must be created beforehand in **Company Settings ➝ item Master ➝ Asset**. Once created, they appear in the dropdown to ensure standardization and prevent duplication. **3. Price**** ** - Enter the unit price of the asset being provided by the vendor. This is a required numeric field used in valuation and reporting. **4. Currency Code** - Choose the currency used for asset pricing. ## Action Buttons - **Save** – Saves the asset details and links them to the selected vendor. - **Cancel** – Closes the form without saving any changes. ## Note: For creating a Vendor Assert: **1. Mandatory Fields:** - Vendor Name \* - Assert \* - Price \* - Currency Code\* ## Vendor Asset KPI’s - **Total Vendor Assets** – Displays the number of assets assigned across vendors. - **Total Vendor Asset Value** – Summarizes the combined value of all vendor assets. - **Active Vendor Assets** – Tracks assets currently in use or valid. - **Depreciated Vendor Assets** – Monitors assets that have reduced in value over time or reached the end of their lifecycle. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-item)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-contact) --- # Vendor Item Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-item Manage vendor item in OConstruction. Define pricing, currency, supplier details, and monitor KPIs like inventory and stock levels. ## Overview The Vendor Item section allows you to associate items with specific vendors by defining relevant details such as pricing and currency. ## Navigation Path - Log in to the application. - Navigate to the left menu and click **Vendor**. - Select **Item**. - Click the **Add Vendor Item** button. ## Form Fields Explained **1. Vendor** - Select the vendor from the dropdown to whom the item will be assigned. Only registered vendors will appear in this list. **2. Select Item** - Select the item from the drop-down. **3. Price** - Enter the unit price at which the vendor supplies the selected item. This is a required field used for purchase order calculations and cost tracking. **4. Currency Code** - Select the currency in which the item price is denominated. ## Action Buttons - **Save** – Stores the item details under the vendor’s profile once all mandatory fields are filled. - **Cancel** – Discards any data entered and exits the form without saving. ## Note: For creating a Vendor item: **1. Mandatory Fields:** - Vendor Name \* - Item \* - Price \* - Currency Code\* **2. Configurations in Company Settings:** - Items are configured under: **Company Settings ➝ Item Master** ## Vendor Item KPI’s - **Total Vendor Item** – The total count of items assigned to all vendors. - **Vendor Item in Stock** – Tracks the number of items currently in inventory. - **Total Vendor Inventory Value** – The cumulative value of all vendor item based on quantity and unit price. - **Low Stock Vendor Item** – Identifies items nearing depletion, helping prioritize procurement. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-licenses)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-asset) --- # Vendor Licenses Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-licenses Learn vendor licenses management in OConstruction. Add, edit, and track license details, issue dates, expirations, and compliance status. ## Overview - Licenses are essential for ensuring that vendors meet legal, safety, and industry-specific compliance requirements. - Maintaining accurate records of licenses helps with audits, renewals, and regulatory adherence, thereby safeguarding projects and operations. ## Filling the License Form - Log in to the application. - Navigate to the left menu and click **Licenses**. - Click the **Add License** button at the top-right corner to open the form. ![Vendor Licenses](https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-1.png) ## Step-by-Step Instructions to Create a License **1. Select Vendor** Choose the registered vendor from the dropdown list to whom the license applies. **2. Select License** Pick the license type from the dropdown. Example types include: - Driving License - ISO Certification - Safety Compliance Certificate **3. License Number** Enter the official license number as mentioned in the document. **4. Issue Date** Select the date when the license was issued using the calendar picker. **5. Valid Upto** Choose the expiration or validity end date. This helps in setting reminders for renewals and audits. **6. License Document Upload** Attach a soft copy of the license: - Click the upload icon or “Click to upload.” - Browse and select the file from your system. **Final Actions** - **Save** – Store the license record and link it to the vendor’s profile. - **Cancel** – Exit the form or discard any changes without saving. ## Note: For creating a Vendor License: **1. Mandatory Fields:** - Vendor Name \* - License \* - Issue Date \* - Valid Up to \* **2. Configurations in Company Settings:** - Licenses are configured under: Company Settings ➜ License and Certification ## License Table Overview The License table provides a structured view of all licenses linked to vendors, helping users track compliance and document details. **Table Columns:** - **License Name** – Displays the type of license assigned to the vendor (e.g., Driving License, Safety Compliance Certificate). - **Vendor Name** – Shows the name of the vendor to whom the license is linked. - **Valid From** – Indicates the start date when the license became effective. **Valid To** – Displays the expiration date of the license to help monitor renewals. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-item) --- # Vendor Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor Manage vendors in OConstruction. Add, edit, or delete vendors, update bank details, and access Vendor KPIs for performance tracking. ## What is a Vendor? A vendor is a registered supplier, subcontractor, consultant, or service provider involved in the project. The vendor’s information is essential for creating contracts, managing orders, and processing payments. ## Create Vendor – Step-by-Step Guide ### Accessing the Form - Log in to the application. - Navigate to the left menu and select **Vendors**. - Click **Add Vendor**. ![Vendor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image2.png) ## Fill Vendor Information **1. Vendor Information** - **Name** – Enter the full vendor name. - **Email** – Official email address. - **Phone Number** – Include country code for communication. - **Industry Code** – Classification of the vendor's industry. - **Vendor Code** – Unique identifier assigned to the vendor. - **Legal Name** – Registered name of the vendor's company. - **Vendor Type** – Supplier, subcontractor, consultant, etc. - **Category** – Type of product or service supplied. - **Address** – Enter postal address. **2. Bank Details** - **Account Number** – The vendor’s bank account for payments. - **Account Holder Name** – Name of the account owner. - **Account Type** – Savings, current, etc. - **Bank Name** – Name of the vendor’s bank. - **Branch Name** – Branch details of the bank. - **Bank Address** – Address of the branch. - **IFSC Code** – Bank routing code. - **SWIFT Code** – International transfer code. - **MICR Code** – Clearing code. - **Country, State, City, Zip Code** – Location information for the branch. **3. Tax Identification** - **Type** – GST, PAN, etc. - **Number** – Official tax identification number. - Click **+** to add more tax records if applicable. **Final Actions** - **Save** – Click to register the vendor. - **Cancel** – Click to discard changes and exit. ## Note:- For creating a Vendor ### 1. Mandatory Fields: - Vendor Name \* - Email \* - Industry Code \* - Legal Name \* ### 2. Configurations in Company Settings for Vendor Creation: Industry Code is configured under: Company Settings ➜ Item Master ➜ Industry. ![Vendor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image7.png) ## Vendor Details page Each tab focuses on a specific area related to the vendor: - **License Tab** – Displays all licenses assigned to the vendor, such as certifications, permits, and regulatory compliance documents. - **Items Tab** – Lists materials, tools, or products that the vendor supplies to projects. This helps track what each vendor is providing, streamlining procurement and inventory management. - **Assets Tab** – Shows assets provided by the vendor, including machinery, equipment, or other capital resources used in the project. - **Contacts Tab** – Displays individual contacts associated with the vendor, such as billing representatives, project coordinators, or delivery managers. - **Contracts Tab** – Lists all contractual agreements in place with the vendor, detailing the scope, timelines, and terms. - **Purchase Orders Tab** – Contains orders placed with the vendor, helping monitor requests and fulfillment. - **Invoices Tab** – Tracks billing records sent by the vendor for goods or services supplied. - **Payments Tab** – Displays all payment transactions made to the vendor, aiding in financial tracking and reconciliation. - **Item Received Tab** – Monitors goods or services delivered by the vendor, ensuring proper tracking of deliveries against orders. - **Bank Details Tab** – Contains payment account information used for processing transactions with the vendor. - **Addresses Tab** – Holds multiple physical addresses for the vendor, useful for billing, shipping, or regulatory purposes. - **Tax Details Tab –** Displays tax information associated with the vendor, including tax types (GST, PAN, etc.), registration numbers, and documentation required for regulatory compliance ## Vendor Actions ### Edit Vendor ![Edit Vendor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image3.png) - Click **Edit** next to the vendor. - Modify the fields as required. - Click **Save** to update the information. ![Edit Vendor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image5.png) ### Delete Vendor - Click **Delete**. - Confirm the action in the popup window. - The vendor will be removed from the list. ![Delete Vendor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image6.png) ### View Vendor Details - Click the vendor’s name or email address. - Review all associated details and records. ![View Vendor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image1.png) ### Search, Filter, and Sort - Use the search bar to quickly find vendors. - Apply filters based on status, type, or category. - Click on column headers to sort the vendor list. ![Search](https://backend.oconstruction.io/wp-content/uploads/2025/10/image4.png) ## Vendor KPI Dashboard The dashboard provides an overview of key performance metrics: ### First Section – Summary Metrics - **Total Vendors** – Displays the number of vendors in the system. - **Total Vendor Contract Value** – Shows the combined value of all active contracts. - **Total Paid to Vendors** – Tracks cumulative payments made to vendors. - **Outstanding Payables** – Highlights payments that are pending. - **Average Payment Delay** – Indicates the average delay in payments. - **On-Time Payment Percentage** – Reflects the percentage of payments made on time. ### Additional Widgets - **Pending Vendor Payments** – Lists payments that are due or overdue. - **Top Vendors by Frequency** – Ranks vendors based on transaction frequency. - **Monthly Payment Trends** – Visualizes payment trends over time. - **Received vs Pending Items** – Compares items received against pending deliveries. **Yearly Payment Breakdown** – Shows long-term payment trends and budgeting information. [Previous article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-management-overview)[Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor-licenses) --- # Overview Source: https://www.oconstruction.io/help/help-desk/vendor-management/vendor-management-overview Explore the Vendor Overview in OConstruction. Access vendor, license, item, asset, and contract modules for efficient project control. - In construction projects, vendors play a vital role by supplying materials, tools, equipment, and services. - Efficient vendor management ensures timely procurement, accurate tracking of payments, and seamless coordination between stakeholders. ## Why Vendor Management? In construction, companies depend on a wide range of vendors for materials, equipment, and services. Proper vendor management helps: - Ensure reliable supply chains. - Maintain accurate vendor records and compliance details. - Track payments, invoices, contracts, and deliveries. - Improve procurement efficiency and cost control. ## Module Structure The Vendor Management module is divided into the following sections: - **Vendor** – Register and manage vendor profiles. - **License** – Record licenses associated with vendors. - **Item** – Track materials and services supplied. - **Assets** – Manage assets provided by vendors. - **Contact** – Maintain vendor contact details. - **Contract** – Handle contracts between vendors and the organization. - **Purchase Order** – Manage orders placed with vendors. - **Invoice** – Track invoices issued by or against vendors. - **Payment** – Monitor payment history and status. - **Item Received** – Record items received from vendors. [Next article](https://www.oconstruction.io/help/help-desk/vendor-management/vendor) --- # Contractor Payment Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-payment Contractor payment ensures accurate, timely compensation for completed work, maintaining trust and project efficiency. The Contractor Payment module allows project and finance teams to manage, track, and record all financial transactions made to contractors. It provides a structured way to handle payments against approved invoices, ensuring accuracy and accountability in project-related expenses. This module helps maintain a transparent audit trail of every payment processed, supports multiple payment methods, and provides real-time updates on financial commitments and balances. It also assists in monitoring pending, approved, and completed payments, helping organizations manage their cash flow efficiently. ### Navigation Path - Log in to the application. - Go to the left menu and click **Contractor**. - Click **Payment**. - Click **Add Payment** to create a new record. ### Create Payment – Step-by-Step Instructions **1. Select Project** – Choose the project for which the payment is being made. **2. Select Contractor** – Select the contractor to whom the payment will be issued. **3. Select Invoice** – Choose the linked invoice associated with this payment. After selecting the invoice, the system automatically pre-fills important financial details such as: - **Payment Due Date** – Displays the date when payment is expected. - **Invoice Amount** – Shows the total invoice amount before tax. - **Tax Amount** – Displays the applicable tax on the invoice. - **Sub Total** – The total amount excluding tax. - **Adjustment Amount** – Displays any adjustments or deductions applied. - **Total Amount** – The total invoice value, including tax. - **Total Tax Amount** – Displays the total calculated tax. - **Payment Amount** – The actual amount being paid. - **Currency Code** – The currency in which payment is made. **4. Enter Payment Date** – Specify the date on which the payment was made. **5. Enter Payment Method** – Select the mode of payment, such as bank transfer, cheque, online payment, or cash. **6. Select Approver** – Choose the authorized person who approved this payment. **7. Select Payment Made By** – Specify the user who initiated or processed the payment. **8. Enter Transaction Number** – Provide a valid transaction or reference number for tracking the payment in financial records. **9. Upload Attachments** – Attach any payment confirmation documents, receipts, or bank slips for reference. **10. Enter Reference Note** – Add any remarks or additional details relevant to the transaction. ### Mandatory Fields The following fields are mandatory for creating a payment: - Contractor, Invoice, Payment Date, Approver, Payment Made By, and Transaction Number. ### Payment – Table Listing Each payment record in the system displays the following details for easy tracking and management: - **Actions** – Options to View, Edit, or Delete the record. - **Payment Reference Number** – A unique system-generated identifier for the payment. - **Payment Amount** – The total amount paid to the contractor. - **Project Name** – The project is linked to the payment. - **Contractor Name** – The contractor who received the payment. - **Payment Method** – The mode used for the payment (bank transfer, cheque, etc.). - **Payment Date** – The actual date on which the payment was made. - **Status** – Displays the current status of the payments, such as Pending, Approved, Completed, or Canceled. ### Payment KPIs (Key Performance Indicators) The payment dashboard provides real-time insights into financial activities: - **Total Payments Made** – Displays the total number of payments recorded in the system. - **Total Payment Amount** – Shows the cumulative value of all processed payments. - **Pending Payments** – Indicates payments awaiting approval or clearance. - **Average Payment Amount** – Calculates the average value of all payments made. - **Payments by Subcontractor** – Provides a breakdown of payments grouped by subcontractor for better tracking and financial analysis. ### Additional Features - **Global Search** – Quickly search payments using payment reference numbers, contractor names, or project details. - **Sorting** – Sort the payment list by date, amount, project name, or payment status for easier navigation and reporting. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-invoice)[Next: Finance Budget](https://www.oconstruction.io/help/help-desk/finance-budget/finance-overview) --- # Contractor Invoice Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-invoice A contractor invoice outlines completed work, costs, and payment terms, ensuring clear and timely billing. The **Contractor Invoice** module enables you to manage and track all billing activities associated with approved Work Orders. It provides a centralized view of invoices raised by contractors, ensuring transparency in project expenses and payments. - Monitor payment progress and outstanding liabilities. - Maintain compliance with contractual and financial terms. - Streamline approval and payment workflows through the integrated finance system. ## Navigation Path - Log in to the application. - Go to the left menu and click **Contractor**. - Click **Invoice**. - Click **Add Invoice** to create a new record. ## Create Invoice ### 1. Select Project - Choose the project associated with this invoice from the dropdown list. *(Only active or approved projects will be displayed.)* ### 2. Invoice Type Select the invoice type from the dropdown options: - **Regular** – For standard billing based on work completion. - **Proforma** – For preliminary or advance billing before finalization. - **Credit** – For issuing credit notes or adjustments to previous invoices. ### 3. Enter Invoice Number Provide a unique invoice reference number. This helps maintain traceability and prevents duplication. ### 4. Select Invoice From Select the **Contractor** issuing the invoice from the dropdown list. The system automatically fetches contractor details from the approved vendor database. ### 5. Select Work Order Choose the **related Work Order** for which the invoice is being generated. The system will auto-fetch related work details, quantities, and amounts linked to the Work Order. ### 6. Select Invoice To Select the **organization or client** to whom the invoice is being billed. ### 7. Select Currency Choose the currency applicable to the invoice transaction. If a project involves international vendors, this ensures correct conversion for accounting. Based on the above inputs, the following fields are auto-filled: - Invoice Amount - Tax Amount - Total Amount *(Invoice + Tax)* ### 8. Select Payment Terms - Choose the predefined payment terms configured in **Company Settings ➝ Finance Settings**. For example: *Net 15, Net 30, On Delivery*, etc. ### 9. Select Invoice Date Enter the date when the invoice was officially issued. ### 10. Select Due Date Specify the payment due date. The system uses this to calculate overdue status automatically. ### Select Invoice Receive Date - Record the date when your organization received the invoice from the contractor. ### Upload Attachments Attach supporting documents such as: - Signed work completion certificates - Delivery receipts - Subcontractor bills - Tax documents or payment confirmations ### Note: ### Mandatory Fields For creating an invoice, the following fields are mandatory: - Project \* - Invoice Type \* - Invoice Number \* - Invoice From \* - Work Order \* - Invoice To \* - Payment Terms \* - Invoice Date \* - Due Date \* - Invoice Receive Date \* ### Invoice Listing Details Each invoice record displays the following details: - **Actions** – Options to View, Edit, Delete, or Make Payment. - **Invoice Number** – The unique reference number of the invoice. - **Contractor Name** – The contractor issuing the invoice. - **Project Name** – The project related to the invoice. - **Invoice Amount** – The total amount before tax. - **Tax Amount** – The calculated tax on the invoice. - **Total Amount** – The final amount after tax. - **Due Date** – The date when the payment is due. - **Status** – The current status of the invoice, such as Draft, Submitted, Paid, Canceled, or Overdue. ### Invoice Status Descriptions - Draft or Submitted – Invoice is created but not yet approved. - Paid or Settled – Invoice has been fully paid. - Canceled or Rejected – Invoice has been voided or rejected. - Overdue – Invoice payment date has passed, but payment is still pending. ### Additional Features - **Search** – Find invoices by invoice number, project, or contractor name. - **Sort** – Organize invoice records by date, amount, or status. - **Filter** – Apply filters for viewing Paid, Pending, or Overdue invoices. ## Invoice KPI’s (Key Performance Indicators) - **Total Invoices** – Shows the total number of invoices created. - **Total Paid** – Displays the total value of paid invoices. - **Total Outstanding** – Shows the balance of unpaid or partially paid invoices. - **Overdue Invoices** – Displays invoices whose due date has passed. - **Unpaid Invoices** – Lists invoices pending approval or payment. - **DPO (Days Payable Outstanding)** – Indicates the average number of days taken to pay contractor invoices. This helps evaluate payment efficiency and cash flow performance. ### Next Steps After Invoice Approval Once the invoice is approved, it flows into the **Payment** section, where: - Finance teams can initiate payments as per approved terms. - The system updates payment history and outstanding balances. Status automatically changes to *Paid* once the transaction is completed. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-work-order)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-payment) --- # Contractor Work Order Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-work-order A contractor work order defines project scope, timelines, and payments to streamline task execution and accountability. The **Contractor Work Order** module is a key part of project execution in construction management. It defines the scope of work, materials, timelines, and financials agreed between the company and the contractor. In real-world construction, **Work Orders (WOs)** are used to: - Assign specific construction, maintenance, or renovation tasks to subcontractors. - Track labor, equipment, and materials required for a job. - Define measurable deliverables tied to contracts and payments. - Maintain regulatory compliance, safety, and inspection documentation. ## Navigation Path - Log in to the application. - Go to the **left menu** and click **Contractor**. - Click **Work Order**. - Click the **Add Work Order** button to open the form. ![Contractor Work Order](https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-10.jpg) ## Create Work Order – Form Fields **1. Select Project**** ** - Choose the project for which the Work Order is being created. - Only active projects will be listed. **2. Select Sub Contractor**** ** - Choose the subcontractor who will execute the assigned work. **3. Select Contract**** ** - Select an approved contract from the dropdown. - Only contracts in **Approved** or **Completed** status are available. **4. Work Order Name**** ** - Enter a descriptive name for easy identification (e.g., *Electrical Installation – Tower B*). **5. Parent Work Order**** ** - If this is a continuation of a previous order, select the parent work order. **6. Work Order Type**** ** - Select from available options such as Maintenance, Construction, Renovation, or Demolition.** ** *(Configured for categorization and tracking different types of work activities.)* **7. Work Order Category**** ** - Select the category from the dropdown. *(Configured in Company Settings ➝ Construction ➝ Work Order Categories.)* **8. Work Order Date**** ** - Select the date on which the Work Order is issued. **9. Start Date / End Date**** ** - Specify the planned start and completion dates. - These dates determine scheduling, progress tracking, and delay analysis. **10. Approver**** ** - Select the authorized approver from the dropdown. *(Configured in Company Settings ➝ Organisation ➝ Approvers.)* **Priority**** ** - Choose the urgency level – **High, Medium, or Low.**** ** - This helps project managers allocate resources and monitor critical jobs first. **Equipment Required**** ** - Select **Yes** or **No.**** ** If “Yes,” it indicates that equipment or heavy machinery is needed (e.g., cranes, scaffolding, drilling rigs). **Estimated Labor Hours**** ** - Enter the total estimated working hours required to complete the job. - This helps in workforce planning and performance tracking. **Permit Number**** ** - Enter the relevant permit number for the work. - Permits ensure compliance with local construction, safety, and labor laws. **Inspection Status**** ** - **Select from:** Not Started, Started, In Progress, Completed, or Rejected. - This field helps track quality assurance and inspection readiness. **Regulatory Compliance**** ** - Select one of the following: Fully Compliant, Partially Compliant, Non-Compliant, or Pending Review. - This ensures the work aligns with government and safety standards. **Safety Checklist**** ** - Enter or upload the safety checklist for this work order. - This typically includes PPE usage, fall protection, fire safety, and hazard controls. **Subcontractor Info**** ** - Add additional subcontractor details such as supervisor name, on-site contact, or work crew information. **Item Name**\* - Select the item from the dropdown that is being supplied or used in the work order (e.g., *Cement Bag, Rebar, Tiles*). **Unit Price**** ** - Enter the per-unit price for the selected item. **Quantity**\* - Enter the number of units or quantity of work. **Amount Calculation**** ** - The total amount is auto-calculated based on Unit Price × Quantity. **Tax**\* Select applicable tax from the dropdown. The system automatically calculates: - Tax Amount - Total Price - Net Amount - Total Tax Amount - Grand Total **Currency Code**** ** - Select the currency for this work order. **Attachments**** ** - Upload related documents such as BOQs, drawings, or material approvals. **Description**** ** - Provide any remarks or additional context related to the work order. ## Note: For Creating a Work Order **Mandatory Fields:** - Project \* - Sub Contractor \* - Contract \* - Work Order Name \* - Work Order Type \* - Work Order Category \* - Work Order Date \* - Start Date \* - End Date \* - Priority \* - Item Name \* - Unit Price - Quantity \* - Tax \* ## Work Order Workflow - When created, the **Work Order status** is initially set to **Draft.** - Once reviewed and approved, it automatically updates to **Approved**, **Issued**, or another applicable stage. - The Work Order then becomes eligible for **Invoice generation**, where billing and payment tracking occur. - Completed Work Orders feed data into **Performance Reports** and **Contractor KPI dashboards** for analysis. - Revision or reissue is possible if work scope changes or materials are updated. ## Each Work Order Record Displays - Work Order Name - Work Order Amount - Work Order Type - Project Name - Contractor Name - Work Order Date - Start & End Date - Priority - Status ### Available Actions: - **View** – Open detailed work order information. - **Edit** – Update work order fields. - **Delete** – Remove the work order after confirmation. ## Additional Features - **Search** – Search by Work Order Number or Name. - **Sorting** – Click column headers to sort by date, amount, contractor, or project. ## Work Order KPI’s - **Total Work Orders** – Total number of work orders created. - **Total Work Order Value** – Combined financial value of all WOs. - **Total Work Certified** – Amount of work approved after inspection. - **Total Paid Against WOs** – Payments made to contractors. - **Total Outstanding WO Payables** – Pending amounts yet to be paid. - **Total Retention Held** – Retention value held back as per contract terms. ## Next Steps After Work Order Completion Once a Work Order is **completed and approved**, it automatically flows into the **Invoice module**: - Generation of contractor invoices. - Validation of completed work and payments. - Linking of invoices with corresponding contracts for financial tracking. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-contract)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-invoice) --- # Contractor Contract Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-contract A contractor contract outlines project scope, timelines, payments, and responsibilities to ensure smooth execution. The **Contractor Contract** section enables organizations to formalize agreements with contractors by defining contract details, values, deliverables, terms, and legal clauses. It ensures compliance, streamlines financial tracking, and establishes clear expectations between the organization and contractors. ## Navigation Path - Log in to the application. - Go to the **left menu** and click **Contractor**. - Click on **Contract**. - Click the **Add Contract** button. ![Contractor Contract](https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-8.png) ## Form Field Details ### Create a Contract – Steps **1. Select Project Name** Choose the project associated with this contract from the dropdown. **2. Select Contractor/party Name** Select the contractor from the **Party** dropdown. **3. Select Contact** Choose the appropriate contact linked to the selected contractor. **4. Contract Name** Enter a name for the contract. **5. Contract Type** Select the type of contract from the dropdown. **6. Contract Status** Default status is set to **Draft**. **7. Date Range** Select the **start date** and **due date** from the calendar picker. **8. Currency Code** Select the currency in which the contract value is defined. **9. Tax Selection** Choose applicable taxes from the dropdown. *(Configured in Company Settings ➝ Finance Settings ➝ Tax)* **10. Payment Terms** Select payment terms from the dropdown. *(Configured in Company Settings ➝ Finance Settings ➝ Payment Terms)* **Contract Value** - Enter the total contract value. **Tax Amount & Total Contract Amount**** ** - Calculated automatically based on the entered contract value and tax rate. **Select Approver**** ** - Choose the approver from the dropdown. *(Configured in Company Settings ➝ Organization Settings)* **Contract Execution Date & Review Date**** ** - Enter the dates for contract execution and review. **Contract Deliverables**** ** Define expected deliverables by filling in: - Deliverable Name - Deliverable Date - Additional Notes - Deliverable Description **Contract Terms** Specify detailed contract terms, including: - Term Name - Term Number - Term Type *(Payment, Delivery, Penalty, Add Deliverable)* - Date - Amount - Currency - Term Description **Jurisdiction Name & Legal Clauses** - Enter the legal jurisdiction and include relevant clauses. **Parameter Selection & Attachment Upload**** ** - Select additional parameters and upload supporting documents. ## Action Buttons - **Save** – Stores the contract record. - **Cancel** – Discards any entered data and exits the form. ## Note: For Creating a Contractor Contract **Mandatory Fields:** - Project \* - Party \* - Contact \* - Contract Name \* - Contract Type \* - Currency \* - Tax \* - Payment Terms \* - Contract Value \* - Approver \* ## Actions Available per Record - **View** – See contract details. - **Edit** – Update contract information. - **Contract Template** – Access predefined templates. - **Delete** – Remove the contract record. ## Additional Features - Contract status determines eligibility for generating **Work Orders**. - Clicking the contract name redirects to the **Contract Details Page** with complete information. ### Contract Details Page – Additional Options - **Print Preview** – Generate a printable version of the contract. - **Add Signature** – Insert digital signatures. - **Terminate** – End the contract before its due date. - **Add Appendix** – Attach supporting documents. - **Add Amendment** – Record changes to contract terms. - **Audit Log** – Track updates, approvals, and history for compliance. ## Contractor Contract KPI’s - **Total Contracts** – Displays the total number of contracts. - **Total Contract Value** – Sum of all active contracts. - **Outstanding Amount** – Tracks unpaid or pending balances. - **Pending Contracts** – Contracts awaiting review or approval. - **Retention Held** – Displays retained amounts as per contract terms. - **Expired Contracts** – Contracts that have passed their validity date. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-contact)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-work-order) --- # Contractor Contact Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-contact Manage contractor contacts in OConstruction. Store names, emails, phone numbers, and designations for seamless collaboration. ## Overview Contractor Contacts provide direct communication channels between your organization and contractors. ## Navigation Path - Log in to the application. - Navigate to the left menu and click **Contractor**. - Select **Contact**. - Click **Add Contact**. ![Contractor Contact](https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-1.png) ## Field Descriptions **1. Select Contractor**\* - Choose the registered contractor to whom the contact belongs. Only listed contractors will appear. **2. First Name**\* - Enter the first name of the contact person. **3. Last Name**\* - Enter the last name of the contact person. **4. Contact Type** - Select the purpose of the contact from options such as Billing, Shipping, or Purchase. **5. Designation**\* - Enter the job title or role, such as “Procurement Manager” or “Accounts Officer.” **6. Email**\* - Provide the official email address for communication. **7. Phone Number** - Enter the phone number, supporting international formats. **8. Address Line 1 & 2** - Enter the physical address, such as the office or site location. **9. Country / State / City / Zip Code** - Provide detailed geographical information for accurate recordkeeping. ## Action Buttons - **Save** – Saves the contact under the contractor’s profile. - **Cancel** – Discards the data and closes the form without saving. ## Note: For Creating a Contractor Contact **1. Mandatory Fields:** - Contractor Name \* - First Name \* - Last Name \* - Designation \* - Email \* **2. Configurations in Company Settings:** - No additional configurations required. Contacts are directly linked to registered contractors. ## Additional Notes **Direct Communication** Contacts can be used to initiate emails, calls, or correspondence directly from the contractor’s profile. **Billing and Shipping Coordination** Separate contacts for billing and shipping ensure inquiries and logistics are directed to the right person, improving response time and efficiency. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-asset)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-contract) --- # Contractor Asset Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-asset Manage contractor assets in OConstruction. Record pricing, utilization, and depreciation for efficient asset performance tracking. ## Overview Contractor Assets refer to tools, equipment, or infrastructure provided by contractors to support project execution. ## Navigation Path - Log in to the application. - Navigate to the left menu and click **Contractor**. - Click **Assets**. - Click the **+ Add Asset** button. ![Contractor Asset](https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1.png) ## Form Fields Explained **1. Contractor**\* Select the contractor to whom the asset is assigned. Only registered contractors will be available. **2. Select Asset** Choose the asset from the dropdown list. Assets must be predefined in Company Settings ➝ Item Master ➝ Asset to ensure uniformity. ![Form Fields Explained](https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2.png) **3. Price** Enter the unit price of the asset being provided. This field is required for valuation and cost tracking. **4. Currency Code** Select the currency used for asset pricing. ## Action Buttons - **Save** – Saves the asset details and links them to the contractor’s profile. - **Cancel** – Closes the form without saving any changes. ## Note: For Creating a Contractor Asset **1. Mandatory Fields:** - Contractor Name \* - Asset \* - Price \* - Currency Code \* **2. Configurations in Company Settings:** - Assets are configured under: Company Settings ➝ Item Master ➝ Asset ![Form Fields Explained](https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2.png) ## Contractor Asset KPI’s - **Total Contractor Assets** – Shows the total number of assets linked to contractors. - **Total Contractor Asset Value** – Summarizes the overall value of assets supplied by contractors. - **Active Contractor Assets** – Tracks assets currently in use or available. - **Depreciated Contractor Assets** – Displays assets that have undergone value reduction due to usage or aging. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-item)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-contact) --- # Contractor Item Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-item Learn contractor item management in OConstruction. Define pricing, monitor stock levels, inventory value, and stock alerts. - Contractor Items allow organizations to track materials, tools, or services supplied by contractors. - By associating items with specific contractors, teams can monitor procurement costs, ensure timely delivery, and maintain accurate stock levels for operational efficiency. ## Navigation Path - Log in to the application. - Navigate to the left menu and click **Contractor**. - Select **Item**. - Click the **Add Item** button. ## Form Fields Explained **1. Contractor**\* Select the registered contractor from the dropdown list to whom the item will be assigned. Only contractors already added to the system will appear here. **2. Select Item** Choose the item from the dropdown list. Items must be predefined in the item master to ensure consistency. **3. Price** Enter the unit price at which the contractor supplies the item. This field is mandatory for cost calculations and budgeting. **4. Currency Code** Select the currency used for pricing the item. This ensures accurate financial reporting across regions. ## Action Buttons - **Save** – Stores the item details under the contractor’s profile after filling all mandatory fields. - **Cancel** – Discards entered data and exits the form without saving. ## Note: For Creating a Contractor Item **1. Mandatory Fields:** - Contractor Name \* - Item \* - Price \* - Currency Code \* **2. Configurations in Company Settings:** - Items are configured under: Company Settings ➝ Item Master [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-licenses)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-asset) --- # Contractor Licenses Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor-licenses Manage contractor licenses in OConstruction. Add, track, and update licenses to ensure legal, safety, and compliance readiness. - Contractor licenses ensure that contractors meet the necessary legal, safety, and industry-specific compliance requirements before working on a project. - Keeping accurate records of licenses helps organizations avoid regulatory risks, plan audits, and ensure contractors remain qualified throughout the project lifecycle. ## Filling the License Form - Log in to the application. - Navigate to the left menu, click **Contractor**, and then select **Licenses**. - Click the **Add License** button at the top-right corner to open the form. ## Step-by-Step Instructions to Create a License **1. Select Contractor** - Choose the registered contractor from the dropdown list to whom the license applies. **2. Select License** - Pick the license type from the dropdown. Only the licenses associated with that particular contractor will be available. **3. License Number** - Enter the official license number as mentioned in the document. **4. Issue Date** - Select the date when the license was issued using the calendar picker. **5. Valid Upto** - Choose the expiration or validity end date to help set reminders for renewals and audits. **6. License Document Upload** Attach a soft copy of the license for record-keeping: - Click the upload icon or “Click to upload.” - Browse and select the file from your system. ## Final Actions - **Save** – Store the license record and link it to the contractor’s profile. - **Cancel** – Exit the form or discard any changes without saving. ## Note: For Creating a Contractor License **1. Mandatory Fields:** - Contractor Name \* - License \* - Issue Date \* - Valid Up to \* **2. Configurations in Company Settings:** - Licenses are configured under: Company Settings ➜ License and Certification This ensures that the necessary license types are available to associate with contractors. ## License Table Overview The License table provides a structured view of all licenses linked to contractors, helping users track compliance, deadlines, and documentation efficiently. **Table Columns:** - **License Name** – Displays the type of license assigned to the contractor (e.g., Driving License, Safety Compliance Certificate). - **Contractor Name** – Shows the name of the contractor to whom the license is linked. - **Valid From** – Indicates the start date when the license became effective. - **Valid To** – Displays the expiration date of the license to help monitor renewals. **Status** – Shows the current status of the license, such as Active, Inactive, Pending, Expired, or Deleted. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-item) --- # Contractor Source: https://www.oconstruction.io/help/help-desk/contractor-management/contractor Manage contractors in OConstruction. Add records, track contracts, invoices, work orders, and view KPIs for performance insights. ## Create Contractor – Step-by-Step Guide ### Accessing the Form - Log in to the application. - Navigate to the left menu and select **Contractor**. - Click **Add Contractor** to open the form. ![Contractor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1.png) ## Fill Contractor Information ### Contractor Information - **Name:** Enter the full contractor name. - **Email:** Provide the official email address for communication. - **Phone Number:** Enter the contact number with country code. - **Industry Code:** Classification of the contractor’s industry or field. - **Contractor Code:** Unique identifier assigned to the contractor. - **Legal Name:** Registered company name of the contractor. - **Contractor Type:** Define the role, such as supplier, subcontractor, consultant, etc. - **Category:** Type of product or service provided. - **Address:** Enter detailed address information: - Line 1 - Line 2 - Country - State - City - Zip Code - Type (Primary, Billing, Shipping, Others) ### Bank Details - **Account Number:** Bank account used for contractor payments. - **Account Holder Name:** Name of the account owner. - **Account Type:** Type of account (savings, current, etc.). - **Bank Name:** Name of the contractor’s bank. - **Branch Name:** Branch details. - **IFSC Code:** Bank routing code. - **SWIFT Code:** International transfer code. - **MICR Code:** Clearing code. - **Address:** Branch address including: - Country - State - City - Zip Code ### Tax Identification - **Type:** Tax type such as GST, PAN, etc. - **Number:** Official tax number issued by the government. - Click **+** to add additional tax records if applicable. ### Final Actions - **Save** – Click to register the contractor with the provided details. - **Cancel** – Click to discard changes and exit the form. ### Note **For creating a Contractor:** **1. Mandatory Fields:** - Contractor Name \* - Email \* - Industry Code \* - Legal Name \* **2. Configurations in Company Settings:** - Industry Code is configured under: Company Settings ➜ Item Master ➜ Industry ![Contractor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1.png) ## Contractor Details Page When you click on a contractor’s name, you are directed to the Contractor Details page where the following information is available: **General Information** - Displays the information entered during contractor creation, such as Legal Name, Contractor Code,Category,Contractor Type. **Contact Details** - **Email** – Communication address. - **Phone Number** – Primary contact number. - **Address** – Registered location and other address records. ## Contractor Tabs – Explained Each tab focuses on specific areas of the contractor’s operations: - **License Tab** – Shows certifications, permits, and compliance documents required for legal and operational purposes. - **Item Tab** – Lists materials, equipment, and tools provided by the contractor to projects, helping track supplies and procurement. - **Assets Tab** – Displays details of assets supplied by the contractor, such as machinery and equipment. - **Contact Tab** – Contains individuals associated with the contractor, such as billing managers or site supervisors. - **Contract Tab** – Lists formal agreements and contractual obligations with the contractor. - **Work Order Tab** – Tracks assigned tasks or jobs issued to the contractor, including progress and completion details. - **Invoice Tab** – Records all billing activities from the contractor, including invoice numbers, amounts, and payment status. - **Payment Tab** – Provides a payment history for the contractor, helping reconcile financial records and track pending dues. - **Bank Details Tab** – Shows the contractor’s payment accounts, ensuring correct and compliant fund transfers. - **Addresses Tab** – Stores multiple address records for operational or regulatory needs. - **Tax Details Tab** – Displays tax-related information, such as registration types and numbers required for billing and compliance. ## Contractor Actions **Edit Contractor** - Click **Edit** next to the contractor. - Modify the necessary fields. - Click **Save** to update the information. ![Edit Contractor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1.png) **Delete Contractor** - Click **Delete** next to the contractor record. - Confirm the deletion in the pop-up window. - The contractor will be removed from the list. ![Contractor](https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1.png) **View Contractor Details** - Click the contractor’s name or email to access detailed information. - Review all associated records, including contacts, invoices, and payments. ![View Contractor Details](https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-2.png) **Search, Filter, and Sort** - Use the search bar to quickly find contractors by name or email. - Apply filters based on status, category, or type. - Click on column headers to sort by alphabetical order, date, or other criteria. ![Search](https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1.png) ## Contractor KPI Dashboard The dashboard provides a quick overview of key performance metrics to track contractor activities and project health. ### First Section – Summary Metrics - **Total Contractors** – Displays the total number of contractors registered. - **Total Work Order Value** – Shows the cumulative value of all work orders assigned to contractors. - **Total Paid to Contractors** – Tracks payments made, helping monitor cash outflows. - **Outstanding Payables** – Highlights pending payments that require follow-up. - **Retention Held** – Shows amounts retained as per contract terms or policies. - **Average Payment Delay** – Provides insights into delays in payment processing. ### Dashboard Charts (Pie and Bar Charts) - **Pending Payments by Contractor** – Displays contractors with the highest pending payments. - **Performance vs Project Progress** – Tracks how contractors are contributing relative to project milestones. - **Top Subcontractors – Work Order Frequency and Value** – Identifies the most active subcontractors by task frequency and financial contribution. - **Most Frequently Used Item** – Shows which materials or tools are procured most often from contractors. **Monthly Payments to Contractors** – Visualizes monthly payment trends, assisting with budgeting and forecasting. [Previous article](https://www.oconstruction.io/help/help-desk/contractor-management/overview)[Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor-licenses) --- # Overview Source: https://www.oconstruction.io/help/help-desk/contractor-management/overview Explore contractor management overview in OConstruction. Register contractors, track licenses, invoices, and ensure compliance and control. ## What is a Contractor? - A **Contractor** is an individual or company engaged to perform specific tasks, services, or deliverables in a construction project. - Contractors may include suppliers, subcontractors, consultants, or specialized service providers. - They play a crucial role in project execution by providing materials, labor, expertise, or equipment needed to meet construction timelines, budget goals, and compliance standards. - Contractors help ensure that construction projects progress smoothly by offering specialized services and resources. - Managing contractor information effectively helps streamline procurement, billing, payments, and compliance reporting throughout the project lifecycle. ## Overview - Contractor Management is a crucial component in ensuring smooth project execution, compliance, and financial accountability in construction projects. - It helps organizations maintain accurate records, manage contractual relationships, and track the performance and obligations of contractors. ## Why Contractor Management? - **Centralized Information** – All contractor-related data is stored in one place, making it easy to access and update. - **Compliance & Safety** – Licenses, permits, and certifications are tracked to ensure contractors meet safety and legal requirements. - **Financial Oversight** – Payments, invoices, and outstanding balances are monitored to ensure timely and accurate financial transactions. - **Operational Efficiency** – Work orders, assets, and items supplied by contractors are managed effectively to support project timelines. ## Module Structure The **Contractor Management** module is organized into the following sections to provide a comprehensive view of contractor activities: - **Contractor** – Register and manage contractor profiles, including business information, location, and classification. - **License** – Record and track licenses and certifications associated with contractors for compliance and audit purposes. - **Item** – Track materials, tools, and services supplied by contractors, helping manage inventory and procurement. - **Assets** – Manage contractor-owned assets used on projects, including machinery and equipment details. - **Contact** – Maintain contact details of contractor representatives for communication and coordination. - **Contract** – Handle formal agreements, terms, and obligations between contractors and the organization. - **Work Order** – Create and manage orders placed with contractors, including task assignments and progress tracking. - **Invoice** – Monitor invoices issued by or to contractors, including amounts, tax details, and payment status. - **Payment** – Track payments made to contractors, adjustments, methods, and status for financial transparency. [Next article](https://www.oconstruction.io/help/help-desk/contractor-management/contractor) --- # Account Payable Source: https://www.oconstruction.io/help/help-desk/finance-budget/account-payable Streamline vendor payments and track outstanding dues with effective Account Payable management for financial accuracy. The **Account Payable** section manages payments owed to vendors, contractors, and service providers. It helps track outstanding obligations, due dates, and approval statuses to maintain a healthy cash flow and vendor relationship. ### Displayed Columns - Number - Outstanding - Vendor - Type - Project - Outstanding Days - Due Date - Status ### Account Payable KPIs - **Date Range** – Enables filtering payments within a selected period for analysis. - **Total Invoice** – The number of invoices received from vendors and contractors. - **Total Paid** – The total amount disbursed to clear outstanding payments. - **Total Outstanding** – Remaining payables not yet settled. - **Overdue Invoice** – Payables that have passed their due date. - **Unpaid Invoices** – Invoices that are recorded but await payment. **DPO (Days Payable Outstanding)** – Indicates the average number of days the company takes to pay its suppliers. ![Account Payable](https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-4.png) [Previous article](https://www.oconstruction.io/help/help-desk/finance-budget/account-receivable)[Next: Client](https://www.oconstruction.io/help/help-desk/client/client-module) --- # Account Receivable Source: https://www.oconstruction.io/help/help-desk/finance-budget/account-receivable Monitor customer payments efficiently with Account Receivable management to maintain steady cash flow and financial accuracy. The **Account Receivable** section tracks all payments due from clients. It provides complete visibility into outstanding invoices, due dates, and payment statuses — ensuring timely follow-up and accurate cash flow forecasting. ### Displayed Columns - Number - Outstanding - Type - Client - Project Name - Outstanding Days - Due Date - Status (Approved, Sent) ### Account Receivable KPIs - **Date Range** – Filter data by specific time periods for reporting and analysis. - **Total Invoice** – Total number of invoices generated for clients. - **Total Paid** – Total amount received from clients. - **Total Outstanding** – Remaining unpaid invoices. - **Overdue Invoice** – Invoices past their due date. - **Unpaid Invoices** – Invoices that are issued but not yet cleared. **DSO (Days Sales Outstanding)** – Measures the average number of days taken to collect payments after a sale, reflecting collection efficiency. ![Account Receivable](https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-3.png) [Previous article](https://www.oconstruction.io/help/help-desk/finance-budget/budget-insights)[Next article](https://www.oconstruction.io/help/help-desk/finance-budget/account-payable) --- # Budget Insights Source: https://www.oconstruction.io/help/help-desk/finance-budget/budget-insights Gain valuable budget insights with detailed reports and analytics to improve spending efficiency and forecasting. The **Budget Insights** section provides a consolidated view of all budgets at various hierarchy levels — program, project, milestone, WBS, or task. It helps decision-makers analyze financial performance, track spending, and identify deviations from planned budgets. ### Navigation Path Log in to the application → Go to Left Menu → Finance Module → Budget Insights ### Displayed Information Each record displays: - Budget Name - Budget Type (Program, Project, Milestone, WBS, Activity, Task) - Estimated Cost - Actual Cost - Status (New, Active, In Progress, Completed, On Hold) - End Date ![Budget Insights](https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-4.png) ### Budget Insight KPIs - **Budget Variance** – Measures the difference between planned and actual spending. A positive variance indicates cost savings, while a negative variance suggests overspending. - **Cost Performance Index (CPI)** – Evaluates cost efficiency (CPI > 1 = under budget; CPI \< 1 = over budget). - **Budget Utilization** – Represents the percentage of the budget consumed. - **Approval Rate** – Displays the ratio of approved budgets to total created budgets. - **Pending Approvals** – Shows budgets awaiting managerial approval. **Percentage of Budget Spent** – Tracks how much of the allocated budget has been used within a given period. [Previous article](https://www.oconstruction.io/help/help-desk/finance-budget/budget)[Next article](https://www.oconstruction.io/help/help-desk/finance-budget/account-receivable) --- # Budget Source: https://www.oconstruction.io/help/help-desk/finance-budget/budget Learn how to create, track, and manage budget effectively to control expenses and ensure financial stability. ### Purpose The **Budget** section allows users to create, allocate, and manage financial budgets for different levels (Program, Project, or WBS, Activity, Tasks, Sub-tasks) ### Navigation Path Log in to the application →Go to Left Menu → Finance Module → Budget →Click Add Budget. ### Steps to Create a Budget **1. Organization**\* - Select the organization from the dropdown list. **2. Title** - Enter a descriptive budget title **3. Fiscal Period**\* - Select the fiscal period from the dropdown. *(To configure Fiscal Period and Fiscal Year: Go to Settings → Company Settings → Finance Settings → Fiscal Year)** * **4. Fiscal Year** - Choose the appropriate fiscal year from the dropdown. **5. Budget Type**\* - Select the budget type (e.g., Program Level, Project Level). **6. Initial Amount**\* - Enter the total initial amount allocated. **7. Currency**** ** - Select the currency for the budget. **8. Approver**** ** - Choose the approver from the dropdown. *(Approvers can be added under Settings → Company Settings → Organisation → Approvers)** * **9. Last Date of Approval**** ** - Select the approval deadline from the calendar. **10. Description**** ** - Provide a detailed description of the budget. ### Budget Relations **1. Budget Relationship** – Select the relationship type from the dropdown. *(Configured in Settings → Company Settings → Finance Settings → Budget Relationship Types)* **2. Parameters & Values** – Choose predefined parameters and their corresponding values. *(Configured in Settings → Company Settings → Finance Settings → Budget Parameters)* ### Line Items For each line item: - Enter Title - Select Cost Category - Enter Amount\* - Select Currency\* - Define Order - Upload Attachments\* Use the ➕ icon to add multiple line items. ![Budget](https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-3.png) ### Mandatory Fields - Organization \* - Title \* - Budget Type \* - Initial Amount \* - Line Items \* ### Budget Dashboard View After budget creation, the dashboard provides a visual and analytical view of budget performance through charts and graphs, including: - Total Budget Allocation - Total Expenses - Remaining Budget - Budget Utilization Rate - Pending Approvals - Budget vs. Actual Spending - Budget Allocation by Category - Pending vs. Approved Budgets - Budget Utilization Over Time - Top Budgeted Projects - Budget Approval Trends - Budget Relationships - Budget Cost Breakdown ![Budget Dashboard View](https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-3.png) ### Export Functionality Users can export detailed budget reports. The system automatically sends the export file to the registered user’s **email** for security and accessibility. [Previous article](https://www.oconstruction.io/help/help-desk/finance-budget/finance-overview)[Next article](https://www.oconstruction.io/help/help-desk/finance-budget/budget-insights) --- # Finance Overview Source: https://www.oconstruction.io/help/help-desk/finance-budget/finance-overview Explore a comprehensive finance overview to understand budgets, expenditures, revenue streams, and organizational performance. The **Finance Module** provides a centralized platform to manage and monitor all financial activities within the organization. It enables budgeting at both the **program and project levels**, allows tracking of **accounts receivable from clients**, and **accounts payable to vendors, contractors, and project-related expenses**. This module ensures transparency, financial accountability, and efficient budget utilization across all ongoing projects. The **Finance Module** consists of the following key sections: - **Budget** – Define and manage organizational, program, and project budgets. - **Budget Insights** – Analyze budget performance and utilization metrics. - **Account Receivable** – Track payments due from clients. **Account Payable** – Manage payments owed to vendors, contractors, and other service providers. ![Finance Overview](https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-3.png) [Next article](https://www.oconstruction.io/help/help-desk/finance-budget/budget) --- # Payments Source: https://www.oconstruction.io/help/help-desk/client/payments Track project payments, automate vendor billing, and manage secure financial transactions for construction projects. The **Payments** module enables users to record and manage all payment transactions related to clients, projects, and invoices. It provides a centralized way to track payment status, methods, and approvals efficiently. ### How to Access Log in to the application > go to the left menu > click on **Payments**. ![Payments](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-40.png) Click on the **Add Payment** button to create a new payment entry. ### Steps to Create a Payment - **Select Project Name**\* – Choose the project associated with the payment. - **Select Client Name**\* – Choose the client linked to the project. - **Select Payment Schedule** – Pick a previously created payment schedule for reference. - **Select Invoice** – Choose the invoice related to the payment. Upon selecting the invoice, the following fields are automatically filled: - **Payment Due Date** - **Invoice Amount**\* - **Tax Amount**\* - **Sub Total** - **Enter Adjustment Amount** – Add or deduct any adjustments, if applicable. - **Total Amount** – Automatically calculated based on the invoice and adjustment details. - You can **add multiple invoices** by clicking the **+ Add** icon. Next, fill in the payment details: - **Select Payment Date**\* – Choose the actual date of payment. - **Select Payment Method** – Choose from options such as Bank Transfer, Credit Card, Debit Card, Cash, Cheque, Net Banking, UPI, or PayPal. - **Select Approver** – Choose the person authorized to approve this payment. - **Select Payment Made By** – Displays a list of project members who can make the payment. - **Enter Transaction Number**\* – Record the transaction reference number. - **Upload Attachments** – Add supporting documents or receipts. - **Enter Reference Note** – Add any remarks or internal comments related to the payment. Click **Save** to record the payment details successfully. ### Payment Details Page By clicking on the **Payment Reference Number** displayed in the payment listing, the system redirects to the **Payment Details Page**. This page displays all information entered during payment creation, grouped into sections such as: ![Payment Details Page](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-41.png) - **General Information** – Displays key details like project, client, and payment method. - **Approval Information** – Shows the approver and approval status for the transaction. - **Payee Information** – Contains details of the person or organization receiving the payment. - **Invoices** – Lists all invoices linked to the payment along with their amounts and statuses. ### KPI’s The **Payments** listing page displays key financial metrics for quick analysis: - **Total Payments Made** – Total number of payments recorded in the system. - **Total Payment Amount** – Aggregate value of all payments made. - **Pending Payments** – Count and value of payments that are yet to be completed. - **Average Payment Amount** – Average value per payment transaction. **Payments by Type/Client** – Distribution of payments based on type or client. [Previous article](https://www.oconstruction.io/help/help-desk/client/payments-schedule)[Next: Expense](https://www.oconstruction.io/help/help-desk/expense/expense-overview) --- # Payments Schedule Source: https://www.oconstruction.io/help/help-desk/client/payments-schedule The Payments Schedule module helps plan, monitor, and manage project payment timelines efficiently and transparently. The **Payments Schedule** module allows users to plan, track, and manage scheduled payments for clients and projects. It helps in monitoring due amounts, milestones, and payment progress efficiently. ### How to Access Log in to the application > go to the left menu > click on **Payments Schedule**. ![Payments Schedule](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-38.png) Click on the **Add Payment Schedule** button to create a new payment schedule. ### Steps to Create a Payment Schedule - **Select Client** – Choose the client from the drop-down list. - **Select Project**\* – Choose the associated project from the drop-down. - **Select Milestone** – Select a milestone; the milestone names created for the selected project are displayed. - **Select Scheduled Date**\* – Choose the date when the payment is planned. - **Enter Due Amount**\* – Specify the amount that is due for the selected milestone or period. - **Enter Grace Period (Days)** – Define the number of days allowed beyond the due date for payment. - **Select Payment Type**\* – Choose the payment category (Milestone Payment, Advance Payment, Final Payment, Retention Release, Progress Payment, or Penalty Deduction). - **Enter Late Fee Amount** – Specify any late fee to be applied for delayed payments. - **Enter Description** – Provide a short description of the payment schedule. - **Enter Notes** – Add any additional remarks or relevant information. - **Click Save** – Save the payment schedule to record the entry. ![Steps to Create a Payment Schedule](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-39.png) You can **edit, view, or delete** any existing payment schedule as needed. ### Payment Schedule Details Page By clicking on the **Client Code** displayed in the Payment Schedule listing, the system redirects to the **Payment Schedule Details Page**. This page displays all the details entered during creation, grouped into sections such as: - **General Information** – Displays key payment and client details. - **Schedule Information** – Shows project, milestone, and due date data. - **Description & Notes** – Contains any remarks or supporting notes added by the user. ### KPI’s The **Payment Schedule** listing page also displays key financial indicators for quick tracking: - **Total Scheduled Amount** – Total value of all scheduled payments. - **Total Due This Month** – Amount due for the current month. - **Total Overdue Amount** – Cumulative value of overdue payments. - **Total Paid to Date** – Total payments completed till date. - **Pending Amount** – Remaining unpaid balance from the schedule. - **Schedule Completion %** – Percentage of payments completed against the total scheduled amount. [Previous article](https://www.oconstruction.io/help/help-desk/client/client-invoice)[Next article](https://www.oconstruction.io/help/help-desk/client/payments) --- # Client Invoice Source: https://www.oconstruction.io/help/help-desk/client/client-invoice The Client Invoice module automates billing, tracks payments, and ensures accurate financial reporting for projects. The **Client Invoice** module allows to create, manage, and track invoices related to approved client contracts. It ensures accurate billing, tax calculation, and payment tracking for each project. ### How to Access Log in to the application > go to the left menu > click on **Client Module** > click on **Invoice** > click on **Add Invoice**. ![Client Invoice](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-37.png) The **Create Invoice** pop-up will appear, where you can fill in the necessary details. ### Steps to Create an Invoice - **Select Project Name** – Choose the project for which the invoice is being generated. - **Select Invoice Type**\* – Choose whether the invoice is Regular, Proforma, or Credit. - **Enter Invoice Number**\* – Provide a unique invoice identifier. - **Select Contract**\* – Choose an approved contract linked to the project. - **Invoice From Type**\* – Select the organization issuing the invoice. - **Invoice To Type**\* – Select the client receiving the invoice. - **Select Currency**\* – Choose the currency for the transaction. - **Select Status** – Choose the current invoice status (e.g., Draft, Submitted, Paid). - **Select Item Name**\* – Choose items from the list configured in **Company Settings > Items Master**. - **Unit Price & Quantity** – Automatically populated based on selected items; quantity updates total item price. - **Select Tax**\* – Apply the relevant tax; **Tax Amount** and **Total Amount** are auto-calculated. - **Add Multiple Items** – Use the “+” icon beside the Total Amount field to include more items. - **Auto Calculations** – *Invoice Amount, Tax Amount,* and *Net Amount* are automatically calculated. - **Select Payment Terms**\* – Choose from payment terms configured under **Finance Settings**. - **Select Invoice Date, Due Date, and Invoice Receive Date**\* – Define important billing dates. - **Upload Attachments** – Attach supporting documents (optional). - **Click Save** – Save the invoice to complete the process. ### Invoice Details Page By clicking on an invoice number, the system redirects to the **Invoice Details Page**, where all entered invoice details are displayed along with a **barcode** for scanning. **Available Actions:** - **Print Preview** – View and print the invoice in a formatted layout. - **Cancel Invoice** – Cancel the invoice if required. - **Audit Log** – View the change history and user actions performed on the invoice. ![Invoice Details Page](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-25.jpg) ### KPI’s - **Total Invoice** – Displays the total number of invoices generated. - **Total Paid** – Shows the total amount received from all invoices. - **Total Outstanding** – Indicates the total unpaid balance from clients. - **Overdue Invoice** – Lists invoices that have crossed their due date. - **Unpaid Invoices** – Displays invoices pending payment confirmation. - **DSO (Days Sales Outstanding)** – Represents the average number of days taken to collect payments. [Previous article](https://www.oconstruction.io/help/help-desk/client/client-contract-module-overview)[Next article](https://www.oconstruction.io/help/help-desk/client/payments-schedule) --- # Client Contract Module Overview Source: https://www.oconstruction.io/help/help-desk/client/client-contract-module-overview The Client Contract Module simplifies agreement creation, tracking, and compliance for smooth project management. The Client Contract module is designed to manage and monitor all contractual agreements between your organization and clients. It helps in maintaining structured records of contracts, deliverables, payment terms, and legal clauses, ensuring transparency and accountability across all projects. ### Accessing the Contract Module To access the module: Login to the application → Go to the left menu → Click on **Contract** → Click on **Add Contract**. ![Client Contract Module Overview](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-22.jpg) ### Steps to Create a Contract 1. Select the **Project Name**. 2. Select the **Party**. 3. Select the **Party Contact**\*. 4. Enter a **Contract Name**\*. 5. Select the **Contract Type**\* (from the dropdown). 6. Select the **Status**. 7. Choose a **Start Date**\* and **End Date**\*. 8. Select the **Currency**. 9. Choose **Tax**\* (can be configured in Finance Settings). 10. Select **Payment Terms**\* (from the dropdown). 11. Enter the **Contract Value**\*. - Based on this, **Tax Amount (0%)**\* and **Total Contract Amount**\* are automatically calculated. 12. Select an **Approver**\*. 13. Enter **Contract Execution Date**\* and **Contract Review Date**\*. 14. Fill in **Contract Deliverables**\* including: - Deliverable Name, Date, Notes, and Deliverable Description\*. 15. Add **Contract Terms**\* such as: - Term Name, Term Number, Term Type, Date, Amount, Currency, and Term Description\*. 16. Fill in **Jurisdiction** and **Legal Clauses**. 17. Select **Parameters** and upload necessary **Attachments** & click on the save button. ![Steps to Create a Contract](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-36.png) ### Contract Details Page By clicking on a contract number from the list, the page is redirected to the **Contract Details Page**. Here, all the information entered during contract creation is displayed, including project details, payment terms, deliverables, and legal clauses. ![Contract Details Page](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-23.jpg) Additionally, the details page includes the following options: - **Print Preview** – View and print the complete contract. - **Add Signature** – Digitally sign the contract. - **Terminate** – Close or end an existing contract. - **Add Appendix** – Add supplementary details to the contract. - **Add Amendment** – Record contract modifications. - **Audit Log** – Track all actions and changes made to the contract. ### KPI Section The header section of the Contract module displays key performance indicators to monitor overall contract health and status: - **Total Contracts** – Displays the total number of contracts created in the system. - **Total Contract Value** – Shows the combined value of all approved contracts. - **Outstanding Amount** – Indicates the total unpaid or pending payment amount from clients. - **Pending Contracts** – Lists contracts that are awaiting approval or finalization. - **Retention Held** – Represents the amount retained from client payments as per contract terms. - **Expired Contracts** – Displays contracts that have passed their end date without renewal. ### Post-Approval Action Once a contract is approved, it automatically becomes available in the **Invoice Section**, allowing the billing process to begin based on contract terms. [Previous article](https://www.oconstruction.io/help/help-desk/client/client-module)[Next article](https://www.oconstruction.io/help/help-desk/client/client-invoice) --- # Client Module Source: https://www.oconstruction.io/help/help-desk/client/client-module The Client Module helps manage client details, contracts, and communications to strengthen business relationships. The **Client** module helps organizations manage all client-related details and their financial activities from a single dashboard. It allows users to create, edit, and track client information along with related contracts, invoices, payment schedules, and payments. This ensures smooth client relationship management, transparent financial control, and easy access to essential client data. ### Module Components The Client module includes the following sections: - **Client** – Manage client profiles and basic information. - **Contract** – Maintain agreements made with clients. - **Invoice** – Record invoices raised for clients. - **Payment Schedule** – Define the payment milestones. - **Payment** – Track and manage payment receipts. ### Navigation Path Log in to the application → Go to the **Left Menu** → Click on **Client Module** → Click on **Client** ![Client Module](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-34.png) ### What is a Client? A **Client** refers to an individual or organization your company engages with for business or project-related transactions. It stores details such as client name, contact information, address, tax details, and financial data needed for billing, invoicing, and reporting. ### Create Client – Step-by-Step Guide **Accessing the Form:** Log in to the application → Go to the **Left Menu** → Click on **Client Module** → Click on **Client** → Click on **Add Client** ![Create Client](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-21.jpg) ### Client Information - **Category**\* – Select the client’s business category, such as Organization or Individual. - **Client Code**\* – Enter a unique code to identify the client. - **Legal Name**\* – Provide the client’s registered business name. - **Client Type**\* – Choose from available options such as Domestic, International, or Government. - **First Name / Last Name** – Enter the main contact person’s name. - **Tax Jurisdiction** – Specify the applicable tax region or jurisdiction. - **TAX** – Select the applicable tax type from the dropdown. (Tax configuration can be managed under *Company Settings → Finance Settings*) - **Tax Enabled** – Check this box to apply tax to transactions related to this client. - **Status**\* – Define whether the client is Active, Inactive, or On Hold. ### Client Contacts This section allows you to manage contact persons linked to the client. - Select the **Contact Type** from the dropdown. - Enter the **First Name**, **Last Name**, **Email**, **Phone Number**, and **Designation**. - Select the **Is Primary** checkbox to mark the main contact person. ### Client Addresses Add and manage all client addresses, such as billing or office locations. - Select **Address Type** (Billing, Shipping, Registered, etc.) - Enter **Address Line 1**, **Address Line 2**, **City**, **Zipcode**, **Country**, and **State**. - Select the **Is Primary** checkbox if applicable. ### Client Communications Add communication channels, such as email or phone. - Select **Communication Type** (Email, Phone, Website). - Enter the **Communication Value**. - Mark **Is Primary** if it is the main communication method. ### Client Bank Details Store the client’s financial details for payment processing. - Enter **Bank Name**, **Account Number**, **Account Holder Name**, **Account Type**, and **Branch Name**. - Select **Country**, **State**, **City**, and **Zipcode**. - Select **Is Primary** if it is the main bank account. ### Client Attributes - Define additional attributes related to the client. - Select the **Client Attribute** and its corresponding **Value**. - You can also upload a **Logo** and add **Notes** for internal reference. ### Mandatory Fields To create a client, the following fields are mandatory: - Category - Client Code - Legal Name - Client Type ### Client Details Page After creating a client, clicking on the record in the list view opens the **Client Details Page**, which displays: - Client’s general information and status. - Contacts, Addresses, Communications, and Bank Details. - Linked Projects, Contracts, Invoices, Payment Schedules, and Payments. All sections are displayed in a tabbed view for better navigation and clarity. ![Client Details Page](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-35.png) ### Client KPIs In the Client module header, KPI metrics provide a quick overview of client performance and payment health: - **Total Clients** – Displays the total number of clients registered in the system. - **Active Clients** – Shows how many clients are currently active. - **Total Receivables** – Displays the total billed amount for all clients. - **Outstanding Receivables** – Shows the pending amount yet to be received. - **Average Payment Period** – Indicates the average time clients take to make payments. - **Top Clients by Revenue (Optional)** – Highlights the highest revenue-generating clients. - **Delayed Payments Count (Optional)** – Displays how many client payments are overdue. [Next article](https://www.oconstruction.io/help/help-desk/client/client-contract-module-overview) --- # Expense Overview Source: https://www.oconstruction.io/help/help-desk/expense/expense-overview Monitor project expense, manage budgets, and gain financial insights to optimize cost control for construction teams. The **Expense** module allows users to record, manage, and track project-related or organizational expenditures efficiently. It helps maintain financial transparency and provides a detailed breakdown of expenses across projects, departments, and programs. ### How to Access Log in to the application > go to the **left menu** > click on **Expense** > click on the **Create Expense** button. ### Steps to Create an Expense - **Select Organization Name** – Choose the organization under which the expense is being recorded. - **Select Project** – Pick the project related to the expense from the dropdown list. - **Select Expense Group** – Choose the expense group (can be created in *Company Settings > Finance Settings > Expense Group*). - **Select Expense Head** – Based on the selected group, the corresponding expense heads are displayed (can be configured in *Company Settings > Finance Settings > Expense Head*). - **Select Requested By**\* – Choose the employee who initiated the expense. - **Select Approver** – Assign an approver (approvers can be configured in *Company Settings > Organization > Approvers*). - **Select Expense Date**\* – Specify the date of the expense. - **Select Currency**\* – Choose the currency for the transaction. ![Steps to Create an Expense](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-42.png) ### Line Items Add individual expense line items: - **Name** – Description or purpose of the expense. - **Expense Amount** – Enter the amount for the line item. - **Select Tax** – Choose the applicable tax rate. Upon entering the above, the system automatically calculates: - **Tax Amount (0%)**** ** - **Total Expense**** ** You can **upload attachments** such as bills, receipts, or vouchers. The following fields are automatically filled: - **Net Amount**\* - **Tax Amount**\* - **Total Expense Amount**\* You can also **add multiple line items** by clicking on the **+ icon**. Click **Save** to create the expense successfully. ### Expense Details Page By clicking on the **Expense Group Name**, the system redirects to the **Expense Details Page**. This page displays all information added during expense creation, organized under the following sections: - **General Information** – Key expense and date details. - **Financial Information** – Displays total, tax, and net amounts. - **Approval Details** – Shows the approver and approval status. - **Organization and Project Information** – Lists the associated organization and project. - **Items** – Displays all expense line items with their amounts and taxes. ![Expense Details Page](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-43.png) ### Dashboard View Login to the application > go to the **left menu** > click on **Expenses** > go to the **header section** > click on the **Dashboard View icon**. The **Expense Dashboard** provides a visual summary of expense data through interactive **charts and graphs**, offering insights such as: - **Monthly Expense Trend** – Shows the spending pattern month-wise. - **Expense by Projects** – Displays expense distribution across projects. - **Department-Wise Expenses** – Compares expenses between different departments. - **Expenses by Programs** – Highlights spending across ongoing programs. - **Expenses by Organization** – Summarizes total expenses for each organization unit. ![Dashboard View](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-44.png) ### KPI’s The **Expense** module dashboard also displays key performance indicators for quick insights: - **Total Expenses** – Overall expenses recorded within the system. - **Average Transaction** – Average amount spent per expense entry. - **Pending Approvals** – Number of expenses awaiting approval. **Pending Reimbursements** – Expenses submitted but not yet reimbursed. [Next: Site Management](https://www.oconstruction.io/help/help-desk/site-management/site-management-overview) --- # Site Types Source: https://www.oconstruction.io/help/help-desk/site-management/site-types Site Types help categorize, track, and manage construction project locations efficiently for better site coordination. ### How to Access Log in to the web application > go to **Site Management** > click on **Site Types** > click on the **Add Site Type** button. ![Site Types](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-68.png) ### Steps to Create Site Type - **Name**\* – Enter the site type name (e.g., Residential, Industrial, Renovation). - **Start Date / End Date** – Define the validity period of the site type. - **Description** – Provide a brief explanation about the site type or usage purpose. Click **Save** to create a new site type successfully. ![Steps to Create Site Type](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-55.jpg) ### Benefits of Site Management - Ensures **accurate, location-based attendance tracking** through geo-validation. - Prevents **false or off-site check-ins**. - Allows **project-specific resource allocation** and visibility. - Provides **real-time monitoring** of site activity and workforce presence. - Enhances **field accountability** and improves **project efficiency**. [Previous article](https://www.oconstruction.io/help/help-desk/site-management/site-attendance)[Next: Inventory Management](https://www.oconstruction.io/help/help-desk/inventory-management/inventory) --- # Site Attendance Source: https://www.oconstruction.io/help/help-desk/site-management/site-attendance Site Attendance helps record, monitor, and manage workforce presence at construction sites for better productivity. The **Site Attendance** feature ensures that attendance is captured only when a resource is physically present at the site, using GPS-based validation. When users log in to the **Oconstruction Mobile App**, they can check in at the site. If their GPS location matches the site boundary, attendance is marked as **Valid**; otherwise, it is recorded as **Invalid**. ### How to Record Attendance (Mobile Application) 1. Log in to the **mobile app**. ![Site Attendance](https://backend.oconstruction.io/wp-content/uploads/2025/11/image-5.png) 2. Click on the **Attendance Icon** in the header section. 3. Select the **Site** and **Project** from the dropdown. - Click on **Clock In** to mark attendance. ![Site Attendance](https://backend.oconstruction.io/wp-content/uploads/2025/11/image-6.png) ### Attendance Display in Web Application All clock-in data from the mobile app is automatically displayed in the **Site Attendance** list on the web. ![Attendance Display in Web Application](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-38.jpg) Each record shows: - Actions - Site Name - Resource Name - Project Name - Check-In Time - Check-In Longitude / Latitude - Check-Out Time - Check-Out Longitude / Latitude - **Is Valid** – Displays whether the check-in was within the site boundary. - **Status** – Displays if the attendance is *Approved, Pending,* or *Invalid.* This real-time integration helps site managers verify attendance accuracy and monitor resource presence. [Previous article](https://www.oconstruction.io/help/help-desk/site-management/site-resources)[Next article](https://www.oconstruction.io/help/help-desk/site-management/site-types) --- # Site Resources Source: https://www.oconstruction.io/help/help-desk/site-management/site-resources Site Resources help track equipment, labor, and materials across construction sites to ensure smooth project execution. ### How to Access Log in to the web application > go to **Site Management** > click on **Site Resources** > click on the **Add Site Resources** button. ![Site Resources](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-66.png) ### Steps to Assign Site Resource - **Select Site**\* – Choose the site from the dropdown (previously created sites). - **Select Project**\* – Select the project linked to this site. - **Select Resource**\* – Choose the resource (worker, staff, or equipment) to allocate. - **Allocated Date** – Specify the date of resource allocation. - **Start Date / End Date** – Define the resource availability period. - **Notes** – Add any specific remarks or instructions for the resource. To assign multiple resources, click the **+ icon** and repeat the process. Click **Save** to confirm. ### Listing View All assigned site resource appear in the list view with the following details: - Actions (Edit / Delete) - Resource - Site - Project - Allocated Quantity - Allocated Date - Notes - Start Date - End Date - Status [Previous article](https://www.oconstruction.io/help/help-desk/site-management/sites)[Next article](https://www.oconstruction.io/help/help-desk/site-management/site-attendance) --- # Sites Source: https://www.oconstruction.io/help/help-desk/site-management/sites Sites help track, manage, and coordinate multiple construction locations efficiently for seamless project oversight. ### How to Access Log in to the web application > go to the **left menu** > click on **Site Management** > select **Sites** > click on the **Add Site** button. ### Steps to Create a Site - **Site Name**\* – Enter the full name of the construction site. - **Site Type**\* – Select from the dropdown (e.g., *Renovation, Industrial, Infrastructure, Construction Site*). - **Short Name** – Enter a short identifier for the site. - **Map**\* – Define the site boundaries by connecting points on the map (create a rectangle, polygon, etc.). - **Address** – Enter the detailed address of the site. - **Description** – Provide additional details about the site. ![Sites](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-35.jpg) ### Assign Project to Site - **Select Project** – Choose the project(s) associated with this site. - **Assigned Date** – Date on which the project was assigned to the site. - **Start Date / End Date** – Define the duration for project execution at this site. - **Notes** – Add remarks or any relevant site-related notes. If multiple projects need to be assigned to the same site, click on the **+ icon** to add more. Click **Save** to create the site successfully. The created sites appear in the **Site List**, displaying their key details. [Previous article](https://www.oconstruction.io/help/help-desk/site-management/site-management-overview)[Next article](https://www.oconstruction.io/help/help-desk/site-management/site-resources) --- # Site Management Overview Source: https://www.oconstruction.io/help/help-desk/site-management/site-management-overview Site Management helps plan, monitor, and control construction projects efficiently for timely and organized delivery. The **Site Management** module is a key feature in construction project management that ensures field activities, resource tracking, and attendance monitoring are accurate and location-based. It allows project managers to define sites, assign resources, and validate on-site attendance using **geo-fencing**—ensuring that users clock in and out only when physically present within the defined project site boundary. This prevents false attendance marking and improves transparency and efficiency in managing on-site operations. ### Modules under Site Management The Site Management module consists of the following sections: - Sites - Site Resources - Site Attendance - Site Types ![Site Management](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-65.png) [Next article](https://www.oconstruction.io/help/help-desk/site-management/sites) --- # Item Requisition Source: https://www.oconstruction.io/help/help-desk/inventory-management/item-requisition Item Requisition made easy. Request, track, and manage construction materials efficiently for timely project delivery. The **Item Requisition** section displays all material requests raised from the **Task Details Page** by users or site engineers. ![Item Requisition](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-58.jpg) ### Listing Information Each record in the **Item Requisition** list displays the following details: - **Item Name** – The name of the material requested. - **Project Name** – The project for which the item is needed. - **Task Name** – The task linked to the requisition request. - **Requested By** – The team member who raised the request. - **In-Hand Quantity** – The quantity of the item currently available. - **Stock In-Hand** – Current balance of the item in inventory. - **Request Date** – The date the requisition was created. **Status** – Current status of the request (e.g., Pending, Approved, Rejected, or Fulfilled). ![Item Requisition](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-70.png) [Previous article](https://www.oconstruction.io/help/help-desk/inventory-management/item-inventory)[Next: My Approvals](https://www.oconstruction.io/help/help-desk/my-approvals/my-approvals-overview) --- # Item Inventory Source: https://www.oconstruction.io/help/help-desk/inventory-management/item-inventory Item Inventory helps monitor, manage, and control construction materials efficiently to reduce waste and save costs. ### How to Access the Inventory Log in to the application > go to the **left menu** > click on **Inventory** > then click on **Item Inventory**. ### Overview The **Item Inventory** page displays a list of all **items and assets** added in *Company Settings ➝ Item Master*. Each record provides complete visibility into stock levels, helping teams plan procurement and avoid delays. ![Item Inventory](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-56.jpg) ### Listing Information The Item Inventory listing displays: - **Item Name** – The name of the material or asset. - **Quantity** – Available quantity in stock. - **Reorder Point** – The minimum quantity at which new stock must be ordered. - **Safety Stock** – Buffer quantity to prevent stockouts. - **Location** – The warehouse or site location where the item is stored. At the **top of the page**, users can view the **total count of items** currently being tracked. Additionally, the **Show/Hide Filters** feature allows filtering items based on **name, type, or location**, making it easy to search and manage inventory data. ### Dashboard View The **Dashboard View** provides a real-time visual summary of inventory data through charts and graphs. It displays the following key insights: - **Stock Levels by Material Type** – Breaks down inventory based on material categories. - **Equipment & Tools Availability** – Shows the availability of essential tools and machinery. - **Top 5 Materials with Highest Usage** – Highlights materials that are most frequently consumed. - **Material Usage Trend Over Time** – Displays how material usage fluctuates across different time periods. - **Stock In vs Stock Out** – Tracks inflow and outflow of inventory in real time. - **Low Stock Alert** – Flags items that have reached or fallen below the reorder point. - **Inventory Turnover Ratio** – Measures how efficiently inventory is being used and replenished. ![Dashboard View](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-57.jpg) ### KPI’s The **Item Inventory** dashboard also includes critical key performance indicators to monitor stock performance: - **Total Inventory Cost** – Displays the total monetary value of all stocked items. - **Total Items** – Count of all unique inventory items tracked in the system. - **Low Stock Items** – Number of items that have reached the reorder level and need restocking. - **Out-of-Stock Items** – Items currently unavailable in stock, requiring immediate replenishment. [Previous article](https://www.oconstruction.io/help/help-desk/inventory-management/inventory)[Next article](https://www.oconstruction.io/help/help-desk/inventory-management/item-requisition) --- # Inventory Source: https://www.oconstruction.io/help/help-desk/inventory-management/inventory Inventory management made simple. Track, control, and optimize construction materials for efficient project execution. - The **Inventory** module plays a vital role in construction project management by ensuring that work never halts due to a shortage of materials or equipment. - It helps in maintaining **optimum stock levels**, monitoring **reorder points**, and tracking **item usage trends**—so teams always have the right resources available at the right time. - Effective inventory management ensures smooth operations, cost efficiency, and timely completion of construction activities. ### The Inventory Module Includes: - Item Inventory - Item Requisition ![Inventory](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-69.png) [Next article](https://www.oconstruction.io/help/help-desk/inventory-management/item-inventory) --- # My Approvals Overview Source: https://www.oconstruction.io/help/help-desk/my-approvals/my-approvals-overview Review, approve, or reject project requests seamlessly. Streamline construction workflows and decision-making. - The **My Approvals** module provides a centralized view for users who are assigned as **approvers** for various operations across the system — such as budgets, expenses, contracts, invoices, payments, and more. - It helps streamline the approval workflow by allowing authorized users to quickly review, approve, or reject pending requests directly from one place, ensuring timely decision-making and operational efficiency. ### How to Access? Log in to the application > go to the **left menu** > click on **My Approvals**. ![My Approvals](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-71.png) ### Overview The **My Approvals** page displays all approval requests assigned to the logged-in user. Requests are automatically categorized into **tabs** for easy navigation: - **Pending** – Requests awaiting your review or decision. - **Approved** – Requests that have already been approved. - **Rejected** – Requests that have been declined. ![My Approvals Overview](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-72.png) ### Actions Each approval record displays the operation details such as request type, requester name, submission date, and status. Users can take the following actions directly from the **Action Icon**: - **Approve** – Confirms and approves the pending request. - **Reject** – Declines the request with an optional remark. ![Actions](https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-59.jpg) Once an action is taken, the system automatically updates the request status in real time and removes it from the pending list. ### Key Benefits - Centralized access to all pending approvals in one dashboard. - Quick decision-making to prevent delays in workflow execution. - Real-time status updates for better transparency. - Streamlined collaboration between project, finance, and management teams.