CM PRO / Industry solutions
Agencies, consultants, distributors and small businesses run on two things: people and money. Attendance sits in one register and cash in another, and the owner sees neither clearly.
From $20/month for this package · No setup fee
01
Establish a checked programme, commercial baseline and responsible team.
02
Keep progress, materials and inspection evidence in the operating workflow.
03
Review cost, payments and exceptions against the records your team enters.
The operating reality
CM PRO combines Attendance & Leaves with Accounts & Finance. Track staff presence and leave, then record vouchers, bank balances, petty cash and supplier payables in one company workspace. Vendor Management is included free.
Keep staff presence and leave balances in one workflow, marked deliberately by people.
Attendance & LeavesRequest, release and settle petty cash with records instead of month-end bulk settlement.
Accounts & FinanceEvery payment voucher carries a reference, approval and printable copy.
Accounts & FinanceSee outstanding supplier payables before releasing the next payment.
Accounts & FinanceReview bank balances and cash in vs cash out charts directly.
Accounts & FinanceRecommended workspace
Keep attendance, labour registers and leave records readable across the company. Supervisors and staff make the entries deliberately; the system does not automatically mark everyone present.
Keep suppliers, subcontractors and petty contractors in a company-owned directory. Use specialities, project assignments and active status to make the correct party easier to find without exposing another company's contacts.
Bring bank balances, receipts, payments, vouchers and petty cash into a clear operational finance view. Construction teams can retain project references, while other businesses use the same discipline for their operating work.
A working implementation
Choose a representative project, phase or operating location. Check the opening programme, quantities, material records and financial references against their original evidence. Name the person who enters each type of record and the person who reviews it. Do not bring an unchecked spreadsheet into a new system and assume the change of software has corrected the data.
Have the site team record actual progress, attendance, material needs and inspection references. The office can then review the commercial and financial position against operational evidence rather than relying on separate verbal summaries. Company access and enabled modules determine which workflows each user sees. Attendance is marked manually; a schedule or crew list does not automatically mark someone present.
Late tasks, unexplained stock movements, unapproved work and missing payment references deserve attention before the weekly summary. A progress percentage is an indicator, not a diagnosis. Check the completeness of records and the relevant dates before drawing conclusions. For construction claims, measurement rules and the signed contract remain authoritative; the software does not replace certification or professional judgement.
Evaluate the available workflows during the trial and add modules that resolve a real operational need. Trading, manufacturing and service teams can start with HR, Accounts or Procurement without using construction-specific billing. Developers and contractors can connect QS, Planning and site documentation as their processes require. Define a review rhythm and reconcile first outputs before expanding to more projects or locations.
Other solutions
No setup fee. Your own company sub-domain. Start with a 7-day trial.
