CM PRO / Industry solutions
Small and mid-size builders often run several houses at once with one office. Estimating, buying material and collecting payments are done from memory and WhatsApp.
From $50/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 gives builders free calculators, the Smart Floor Planner Pro and Rate Analysis Pro, then modules for material, attendance and accounts as the business grows.
Check materials, labour and cost assumptions with Rate Analysis Pro, then establish a priced scope before committing to a client.
QS & CommercialsKeep issues, returns and transfers assigned to the correct project instead of treating every house as one stock balance.
Procurement & Material ManagementMark actual labour presence deliberately and use the monthly register when reviewing labour costs.
Attendance & LeavesRecord client receipts and supporting references, and review the cash position alongside outstanding commitments.
Accounts & FinanceUse Smart Floor Planner Pro to discuss an editable concept plan. Engineering, structural design and approvals remain separate professional services.
QS & CommercialsRecommended workspace
Control the chain from priced scope to measured work, certified claims and subcontractor commitments. The commercial dashboard provides a working view of budget, cost to date, variations and progress; it is not a substitute for the contract or the consultant's certification.
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.
Make requests, approvals and stock movements visible to the people responsible for purchasing and custody. The same operational discipline applies to cement on a project, consumables in a factory or maintenance supplies across managed properties.
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.
Use consistent site formats for inspection, permission, reporting and material approval. Documents & Quality is included with QS; the existing project records and free-resource formats remain distinct workflows.
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.
