For project management
From the first estimate to the last snag
The Project management add-on gives every job a Project tab for estimates, variations, purchase orders, the programme and snagging. It's made for contractors and surveyors who price and manage the works.
An add-on to Workview Portal. Ask us for a price.
How it works
Price the work, then run it
Estimates from your rates
Several estimates per job, broken down by area or room with dimensions. Add lines from your own rate library or type them in.
Totals worked out for you
Overheads and profit, discounts and VAT added up, with every version of the estimate kept.
Approved by signature
Send an estimate to the customer, the insurer or anyone else who has to approve it, and get it signed.
What you get
Every part of the job in one tab
Rate library
Your own rates in one place, imported from a spreadsheet and reused on every estimate.
Variations
Changes to the agreed work, each with a reason, approved before it's added to the job.
Purchase orders
Numbered orders to suppliers and contractors, sent as a PDF once they're approved.
Programme
A Gantt chart of the works. Drag an activity to move its dates.
Snagging
Each defect with a photo, where it is, who fixes it and by when.
Your own project pages
Each workflow picks its project pages, including your own forms, such as a completion sign-off.
The estimate
Priced at a desk, checked on site
The office prices the job and the site team works from the same estimate, on a desk or on a phone.
- Lines from your rate library, or typed in
- Overheads, profit, discount and VAT on every estimate
- Every version of an estimate kept
- Staff who can't see prices can still build estimates
See it with your kind of jobs
Book a demo and we will show you a job priced from your own rates.
Other solutions