Models
Engineering & Construction Model
A ready-made CRM for engineering offices and builders, from the first quote to the handover of the project.
Who the Engineering & Construction Model is for
Built for offices that design, permit and build, and need projects, paperwork and costs in one place.
Construction companies
Civil engineers and architects
Renovation and energy upgrade contractors
Initial objects created
Choosing this model creates the objects below automatically, with their fields, lists, page layouts and reports ready to use.
- Clients
- Projects
- Sites
- Permits and certificates
- Quotes
- Invoices
- Subcontractors
- Subcontracts
- Suppliers
- Project costs
- Services and works
- Appointments
- Tasks
- Emails
- Notes
Built for your daily work
Sites on the map
Every plot, building and site is placed on the map, with its property type, planning zone and address.
Permits with reminders
Building permits, small-scale works approvals, electronic building IDs, legalisations and energy certificates, each reminding the engineer before it expires.
Quotes that become invoices
Price the work with quotes and turn an accepted quote into an invoice in one step, with the common engineering services already entered.
Subcontractors and suppliers
Keep subcontractors by trade and suppliers by category, and follow every subcontract from award to payment.
Project costs
Record materials, subcontracting, labour, machinery and fees against each project, and note how it is funded, from private money to Exoikonomo or Anakainizo.
Document templates
An owner's authorisation to the engineer and a works contract in Word, filled in from the project and its client.
Every stage at a glance
Each record moves through its own pipeline, so you always know what is pending, what is in progress and what is done.
Projects
- Design
- Permitting
- Under construction
- Handover
- Completed
Permits
- Collecting documents
- Drafting
- Submitted
- Corrections pending
- Issued
Quotes
- Draft
- Sent
- Negotiation
- Accepted
Subcontracts
- Awarded
- In progress
- Completed
- Paid
Build on your model
The model is only the starting point. Add your own objects, fields, lists and automations, and shape Entryc around the way your team works.
Start today with Entryc
Try it for free and organize your business more easily than ever.
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