Sh.03Plan & budget
From estimate to actual cost, line by line.
The estimate becomes the budget, and the budget fills with the invoices you book. Every line shows what you planned, what has been invoiced and what purchase orders have committed.
- 5cost types on every line
- 4estimate states, from Draft to Won
- 2chart scales: weeks, months
Estimates
- Sections and lines with a cost type: materials, labour, equipment, subcontract, other.
- Overheads (ΓΕ) and contractor’s profit (ΟΕ) as percentages, with the build-up from cost to final price.
- Revisions and comparison between them. States: Draft, Sent, Won, Lost.
- A cost catalogue and labour rates per trade, shared by every project.
- Print for internal use, as a client proposal, or by section.
Budget vs actual
- Lines come from the estimates or from the project’s expense categories.
- For every invoice without a line, Builtfold suggests one and writes the reason; you confirm, pick another or reject.
- Rules by category, supplier, material family or keyword, for what repeats.
- A warning when a line reaches the percentage you set, and an «Over budget» flag.
- Analysis by category, supplier, month or material family.
Bids and selections
- Bid requests in packages, awarded to the supplier you choose.
- Client quotations with net, VAT, payment terms and validity.
- Material selections with allowance and difference from it.
Schedule
- Phases, tasks and milestones, as a list or a chart scaled in weeks or months.
- Dependencies («starts after these finish») and the critical path.
- A baseline to see what moved, and schedule templates for the next project.
- Project risks in their own list.
Coming
- coming soon Estimate import from Excel
The rest of Builtfold
Sh.99Request a demo
See Builtfold with your own invoices.
New workspaces are opened after a conversation with us for now. Tell us which company you are, how many projects you run and which role you care about, and we will set up a demo with examples from your own work.
Prefer email? Write to us and we will reply as soon as we can.
Emailhello@builtfold.com