Parallel projects
Priorities and resources become mixed across sites
Contracting & Project-Based Businesses
Manage each project from estimate to cost, certificate, invoice, and collection.
Connect office, site, suppliers, and approvals in one operational project account.
We understand how your sector operates
The cycle begins with an opportunity, survey, and estimate, then contract, budget, purchasing, material issue, expenses and subcontractors, followed by certification, invoicing, collection, and profitability review.
Operational challenges we recognise
Detached estimates
Approved scope does not connect to actual execution
Unallocated materials
Issues miss the correct project cost
Slow approvals
Purchasing and expenses wait in scattered messages
Late certificates
Completed work does not become a claim promptly
Unknown profitability
Revenue cost and commitments never meet in one report
How ZEDIQ helps
Detached proposal
CRM estimate and approved version before contract
Lost cost
Cost centres and material expense allocation by project
Slow approval
Purchasing expense and change workflows
Late collection
Certificates invoices ageing and follow-up tasks
Unknown margin
Budget actual commitment and profitability dashboard
Operating workflow
Opportunity and survey
Proposal and estimate
Contract and budget
Purchase and approval
Material issue
Execution and expenses
Certificate
Invoice
Collection
Project profitability
Relevant business solutions
ERP for Business Management
Run sales, inventory, purchasing, and billing from one connected system.
Explore solution ↗CRM & Sales Management
Keep opportunities and sales follow-up out of personal files and inboxes.
Explore solution ↗Inventory & Warehouse Management
Know what is available, reserved, and ready to reorder.
Explore solution ↗Workflow Automation & Approvals
Turn recurring requests and approvals into a clear, trackable flow.
Explore solution ↗Custom Business Systems & Integrations
Build what your business needs and connect the systems you already use.
Explore solution ↗ZEDIQ services for this sector
Process Assessment & Readiness
Understand what actually happens before selecting a system or change.
Explore service ↗Solution Design & Roadmap
Turn diagnosis into scope, data model, integrations, and a phased roadmap.
Explore service ↗Business Systems Implementation
Configure systems, access, workflows, and reporting around the agreed scope.
Explore service ↗System Integration & APIs
Connect systems with explicit rules for data, status, and errors.
Explore service ↗Data Assessment, Cleaning & Migration
Move essential data in a controlled, reviewable way instead of copying disorder into a new system.
Explore service ↗Testing, Training & Change Enablement
Test real work, train users, and launch with a transition and support plan.
Explore service ↗Managed Operations, Support & Improvement
Keep systems stable, adopted, supported, and ready to improve after go-live.
Explore service ↗What the platform can manage
Customers and opportunities
Proposals and estimates
Projects
Budgets
Purchasing
Materials
Subcontractors
Expenses
Approvals
Certificates
Collections
Management dashboards and reporting
Budget versus actual
Supplier commitments
Material cost
Project expenses
Open certificates
Collections
Project profitability
Relevant integrations
Accounting
E-invoicing within scope
Document management
Attendance devices within scope
APIs
How we implement
Discover
Map processes
Configure
Integrate
Migrate
Test
Train
Go live
Improve
Experience since 2019
Experience building and operating business systems since 2019, using a method that starts with the real process and continues through adoption and improvement.
Related insights
Is Your Business Ready for ERP? A Pre-Project Checklist
Test process, data, and team readiness before agreeing an implementation scope.
Read insight ↗
Which Workflow Should You Automate First?
A practical way to select a high-impact, feasible automation starting point.
Read insight ↗
Designing Procurement That Prevents Delay and Uncontrolled Buying
From demand request to comparison, approval, receipt, and invoice matching.
Read insight ↗Frequently asked questions
Can the system manage Customers and opportunities;Proposals and estimates;Projects;Budgets;Purchasing;Materials;Subcontractors;Expenses;Approvals;Certificates;Collections?
Yes. We define the required data, access, and workflow and deliver it within the agreed project scope.
Can connect to the rest of operations?
The stages can share data and status without repeated entry after dependencies and exceptions are mapped.
Can it integrate with Accounting;E-invoicing within scope;Document management;Attendance devices within scope;APIs?
We first review available interfaces, data quality, and exception ownership, then define a feasible integration.
Can existing data be migrated?
Yes. We identify essential data, clean a sample, and test migration before launch rather than moving old files without review.
How does a Contracting & Project-Based Businesses implementation start?
It starts with discovery and current-process mapping, then a clear first phase followed by configuration, testing, training, and launch.
Do you know project profitability before it closes?
Book a discovery session to review the current workflow and identify what can be connected and automated within a clear scope.
Book a Discovery Session