Track every material a project needs - from quantities to component specs

Every project in CrmLeaf carries its own Bill of Quantities. BOQ items record the material, quantity, unit and specification that the project demands. You add items directly inside the project, and each line stays linked to the project scope throughout procurement, production and invoicing.

BOQ data is downloadable at any time - as a full export or filtered by category - so estimators, site managers and procurement teams can work from the same numbers without re-keying data into spreadsheets.

• Material, qty & unit
• Project-scoped
• Downloadable export
• Line-item specs

While BOQ captures what a project demands, the Bill of Materials regroups those same items into component-level material specifications. CrmLeaf builds the BOM automatically from the BOQ entries you add - consolidating duplicate materials, summing quantities and surfacing the total demand across all items.

The BOM view gives procurement and production teams a single consolidated list to order from, plan against and track consumption for, regardless of how many BOQ lines reference the same underlying material.

• Auto-consolidation
• Component-level specs
• Quantity summation
• Downloadable BOM

When your BOQ is ready, CrmLeaf lets you generate Requests for Quotation directly from the project's Bill of Quantities - in bulk, across multiple vendors. Each vendor receives the relevant line items, quantities and specifications, and their quotes feed back into the procurement workflow alongside purchase orders.

Bulk RFQ generation eliminates the manual work of copying material lists into emails or spreadsheets. Vendors quote against the same data your project team is tracking, so there is no version mismatch between what was requested and what gets priced.

• Multi-vendor RFQ
• BOQ-sourced line items
• Quote comparison
• Feeds purchase orders

With the Manufacture module active, CrmLeaf tracks BOQ utilization across three dimensions: planned quantities from the original Bill of Quantities, quantities actually consumed through material requisitions, and the remaining balance. This planned-vs-used-vs-remaining view is available on the project dashboard and inside the milestone billing preview.

Utilization tracking catches material overruns early, gives clients transparent consumption data at each billing milestone, and helps procurement teams time reorder decisions before a shortage stalls the project.

• Planned vs. used vs. remaining
• Real-time updates
• Overrun alerts
• Milestone preview integration

BOQ and milestone billing share a direct connection: approved-but-unbilled material requisitions sourced from the BOQ are rolled into the milestone billing preview alongside billable timelogs. When you generate the milestone invoice, the requisition lines appear as material cost items on the client invoice.

This means the client sees both labor and material costs in a single invoice per milestone, with BOQ utilization data available for transparency. Double-billing prevention applies to requisition records the same way it applies to timelogs - each record is stamped with the invoice ID once billed.

• Requisitions on invoices
• Labor + materials combined
• Double-billing prevention
• Per-milestone transparency

Construction and Solar editions of CrmLeaf use the same BOQ and BOM screens with edition-specific terminology. A construction project labels items as materials and tracks quantities against site phases, while a solar project references components like panels, inverters and racking and ties quantities to installation milestones.

The underlying data model is identical across editions: BOQ items, automatic BOM grouping, vendor RFQs, utilization tracking and milestone invoicing all work the same way. Only the labels and default categories change, so teams switching between project types work in a familiar interface with context-appropriate language.

• Edition-specific labels
• Same data model
• Construction phases
• Solar components