✨What you can do
Create projects with a budget and contract value, add contractors, record every expense against a project and see budget remaining and profit at any moment.
Your daily routine in 5 steps
- Add contractorssubcontractors
- Create projectbudget + contract value
- Record expensesmaterial, labour…
- Open projectbudget vs spent
- Reportsby status
🧭Where to click
Find your section
After you sign in, look at the left menu. Below the common groups you will see a section for your business: Construction. Everything in this guide starts from the items inside it.
The common groups (Sales, Purchases, Finance, People, Business, Settings) are the same for every business and are explained in Getting started.
🚀Day-1 setup
Do these once, in this order, before your first day of work.
Add your contractors and suppliers of labour
- Open Construction → Contractors → + Add contractor.
- Enter Name, Phone and Specialty (e.g. Electrical). Save.
Add your client as a customer
- Open People → Customers → + Add customer for each client so you can link them to projects.
🛠️Everyday tasks
Click a heading to open or close it. Steps are numbered in the order you press.
Create a project
- Open Projects → + New project.
- Enter Name, choose the Client, type the Site address.
- Set Start date, End date (optional), Budget (what you plan to spend) and Contract value (what the client pays you).
- Choose Status: Planning, Active, On Hold, Completed or Cancelled. Save. You will see “Project created.”
Record an expense against a project
- Open the project with View and press + Record expense.
- Choose the Project and Category (Material, Labour, Contractor, Equipment, Other).
- Choose the Contractor if it was paid to one, then Amount, Date, Description and Payment method (Cash / Bank).
- Save. You will see “Expense recorded.”
See how a project is doing
- Open Projects → View on a project.
- You will see Budget, Spent, Budget remaining, Project profit and the list of expenses with date, category, contractor, amount and description.
Edit a project or contractor
- Use Edit on the project or contractor row. A contractor with recorded expenses cannot be deleted.
Company-wide expenses (rent, salaries, fuel)
- Open Finance → Expenses → + Add expense for costs that are not tied to one project. See Getting started → Expenses.
Check all projects at once
- Open Reports to see the number of projects in Planning, Active, Completed and the Total contract value.
⚙️What the system does for you
- Every project expense is posted to your accounting books automatically.
- The project page recalculates budget remaining and profit each time you add an expense.
- The Overview shows Active projects and Total projects.
📈Reports & numbers
| Report / number | What it tells you |
|---|---|
| Planning | Projects not yet started |
| Active | Projects in progress |
| Completed | Finished projects |
| Total contract value | Sum of all contract values |
Also open Analytics for sales, expenses and profit charts.
🏷️Status guide
| Status | Meaning |
|---|---|
| Planning | Not started |
| Active | In progress |
| On Hold | Paused |
| Completed | Finished |
| Cancelled | Stopped |
❓Common questions
What is the difference between Budget and Contract value?
Budget is what you expect to spend; Contract value is what the client pays you.
Can I record money received from the client?
Client invoices and payments go through Sales / billing. Ask us if you need help setting up stage billing.
Stuck? We are one message away.
Send us a screenshot on WhatsApp +974 3398 2304 and tell us what you were trying to do.