Project Planning without accounting module

● Design & Frontend Development (3-4 weeks)

● Backend Development(6-8 weeks)
● Testing, Debugging, and Final Adjustments (2 weeks)
● Deployment and Post-Launch Support (1 week)

Project Overview
The Construction Management Platform is designed to streamline and automate construction
project management by providing essential tools for tracking projects, contractors, materials,
budgets, equipment, and communications. This platform enables project managers and
construction professionals to handle multiple aspects of a project, including documentation,
budgeting, and team collaboration, all within one organized system. This is to be able to be
used to reach out to the community as well, like I had said the way snap hase the community
side where they can search contractors, suppliers, rental companies, insurance agents,
attorneys, bonding agents, Financial organizations, These are other groups that contractors
need and its important we make it from the start that there can be contact there. This way a
homeowner can post a job in an area and the contractor members can see the job and request
to bid on it as well. The professional services like the -suppliers, rental companies, insurance
agents, attorneys, bonding agents, financial organizations- can pay to be in our directory as well
to help the project owners or the contractors. So this is not only for the builder, this as well
bridges the gap to the public.

The main goals of the platform are:

● Enhanced Organization: Centralize project files, contractor lists, and material suppliers.
● Efficient Tracking: Monitor budgets, schedules, and communications to keep all
stakeholders informed.
● Seamless Collaboration: Provide accessible records and communication logs to ensure
transparency across the team.
● The smooth transition from job costing into accounting, and the ability for the contractor
to run their own accounting, payroll, billings and reports from their desk.
● The one stop connecting public with builders, builders with needed professional help and
sub contractors.
References
Sites: Projull and heypros
Spreadsheets: (Click to view the sheet) Basic flow , Users of app , Employees

1. Technology Stack

● Frontend: Angular or React

● Backend: Laravel
● Database: MySQL
● Integrations: QuickBooks (optional), Stripe, State and Federal payroll tax databases
● Hosting: AWS

2. Project Overview

2.1 Objective

Goal: Develop a comprehensive construction management platform designed to

streamline operations, project postings, bidding, accounting, and project completion
documentation. And to connect the public to builders or professional services needed.

2.2 Target Users

● Construction Companies
● Project Managers
● Contractors
● Suppliers
● Subcontractors
● The public and professional services.

3. Platform Features

3.1 Master Admin Control

● Full control over system lists and memberships

● Membership management (add, edit, suspend, reactivate)
● System-wide notifications to all members
● Reporting: Generate reports by member, item, division, location groups, contractors,
suppliers, and equipment rentals, professional services.
● Track member activity (location, type, date, and associated items)
● Member information management: Contact details, membership dates, origin of
membership

3.2 User Management

● Role-based access control

● Profile management for all users

3.3 CRM (Customer Relationship Management)

● Manage leads, customer database, task reminders, and communication history

● Integration with email and SMS notifications

3.4 Project Management

● Project creation, task scheduling, milestone tracking, and Gantt chart visualization
● Drag-and-drop scheduling and document management
● Advanced Reporting: Track project tasks, costs, and schedules

3.5 Project Posting and Bidding

● Companies or public project owners, can post projects with payment for print and
spec uploads
● Projects searchable by company name, location, and scope
● Access options: public or restricted viewing
● Bid Submission: Public contractors or suppliers can view public projects and submit
bids with an intent form
● Estimating software for bid generation directly from project prints

3.7 Membership and Job Tracking

● Membership details management (contact info, dates, notes)

● Job tracking for admin control (manage projects, team members, permissions)
● Contractor Lists: Separate "General Contractors" and "Subcontractors" for
organization
● Ability to add new contractors with detailed fields (name, contact info, contractor type,
license, bonding info)

3.8 Job Tracking Menu

● Project Files: Create, open, or search archived project files
● Contractor, Material, and Equipment Lists: Add new entries when necessary
● Project Information: Includes fields like Project Name, Number, Start/End Dates, and
Location
● Search and Filters: Refined searches by attributes (project name, owner, contractor
specialty, etc.)
● Default search options based on country, state, and city

3.9 Customer Information

● Primary and Secondary Contact Info: Name, phone, email, address

● Multiple Address Fields: Street, unit, city, zip code

3.10 Budget Tracking and Billing

● Integrated budget tracking for material, equipment, and labor costs, and professional
services. This would be permitting and design or engineering, things like that.
● Bill Creation and Change Orders: Track percentages, generate bills, and manage
changes
● Cost Management: Display bid prices, add-ons, and calculate balances for budget
monitoring

3.11 Communication Log

● Track Messages and RFIs: Organized by title, date, and time

● Real-Time Updates: Track text messages, emails, or relevant correspondence

3.12 Equipment Logs

● Track equipment usage (origin, duration, cost)

3.13 As-Built File Management

● Archive essential project documentation and history for completed projects

● Contents:
○ Original and revised project prints
○ Inspection and communication records
○ Detailed lists of materials, suppliers, and warranty information
● Features:
 ○ Comprehensive project history including team, tasks, and materials
○ Accessible to contractors for document additions and updates
3.14 Full Accounting System

It's important to know that the user can use the accounting system for any project
this will be the company accounting. Just like Quick books did on the desktop
version. You can create a new customer, and under that customer create as many
different jobs as you want then track and see the reports on all of them or just
one. With Classes you can name a class with name or number, and have sub
classes under it and track any and all expenses as well for each or all.

This is a full constriction and sales accounting system, with profit and loss
statements by job, customer, class, all by date or items and with date ranges. The
system needs profit and loss as well as balance sheets for the company and all
listed jobs, customers, classes.

And it must be able to be set up with Accrual or Cash Basis. Must have back up
abilities to wherever the user needs to put it. Job tracking, payroll, taxes, estimates,
banking, payments, and vendor management. This needs to track jobs, customer,
classes,

● Employee and contractor tracking with payroll processing, tax upload, and paycheck
printing
● Expense tracking by project, customer, job, and class
● Import historical data from QuickBooks or Excel We must be able to open the file
and transfer information to our system from quickbooks. This has to be able to
work with, employee information and payroll, items lists, customer lists, job and
or class lists, profit and loss statements, balance sheets, all their information
must be able to transfer and open in our system.
●
● Multi-window capability with integrated billing and email functionality for invoices
● Advanced Reporting: Track expenses, payroll, and payments by name, date, or
project type Class or subclass. Reports are created for the customer, the jobs the
classes, by cost, profit, liabilities’ and taxes’ this all can be done by time, by different
times lines, by different items, employees, sub classes or companies.
 4. Company Setup and Registration

Overview

● Collect essential company information to facilitate the registration process.

Company Information

● Company Name
● Phone Number
● Email Address
● Website
● Social Media Links

Principals Information

● Record details about company principals, with the option for multiple entries.

Classification

● Define contractor type (e.g., General Contractor, Specialty Contractor, Engineering)

● Allow multiple classifications to be selected.

Registration Details

● Employer Identification Number (EIN)

● State Business Number
● Contractor Registration Number
● Employment Account Number

Insurance and Bonding

● Document company insurance and bonding information for compliance.

Bid Setup

● Configure bid settings and enable subcontractors/suppliers to express interest.

Company Information Sheet

● Compile all registration information into a cohesive document.

5. Locations and Addresses

 ● Primary Business Address
● Mailing Address (if different)
● Shipping Address

Geographic Operation

● Define operational regions by selecting countries and states of operation.

Specialization and Services

● Specify areas of expertise (e.g., Residential Construction, Civil Engineering,

Environmental Compliance)
● Include additional services like Disaster Recovery, Green Building, Logistics.

Compliance and Certification

● Verify legal compliance and certifications (business licenses, environmental, safety

certifications).

6. Finalizing the Setup

● Review and Edit: Ensure all entries are accurate before saving.
● Save Information: Enable saving of company profile setups for future edits.