Construction CRM Edition
The build lifecycle: construction sites, surveys and assessments, estimates and bills of quantities, financial plans and payment schedules, milestone billing and post-handover maintenance.
CON-01Getting Started with the Construction CRM EditionConstruction CRM edition only (internal product type construction, also referred to as "oconstruction"). The construction vertical is a paid add-on module that an Administrator must have enabled for your…CON-02Create and Approve Construction SitesConstruction CRM edition only. Requires the construction vertical add-on module to be enabled for your account by an Administrator.CON-03Complete a Construction Site SurveyConstruction CRM edition only. Requires the construction vertical add-on module to be enabled for your account by an Administrator.CON-04Record a Construction AssessmentConstruction CRM edition only. Requires the construction vertical add-on module to be enabled for your account by an Administrator. The same underlying screen is labelled "Solar Assessment" in the Solar CRM…CON-05Create Construction Estimates and BOQConstruction CRM edition only, and these screens are the shared installation estimate, BOQ and BOM screens relabelled for construction. BOQ, BOM and RFQ capabilities require the manufacturing add-on module,…CON-06Build a Financial Plan and Payment ScheduleConstruction CRM edition only. Requires the construction vertical add-on module to be enabled for your account by an Administrator. Seeding a cost-code and phase project budget from the financial plan…CON-07Bill Construction MilestonesMilestone invoicing is a core invoicing capability in all editions. In the Construction CRM edition it is the normal way to bill a completed stage of a build. BOQ utilization in the billing preview requires…CON-08Manage Post-Handover MaintenanceConstruction CRM edition only. Requires the construction vertical add-on module to be enabled for your account by an Administrator.
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