Optimize Division 8 and fenestration projects with contractERP capabilities

Streamline your contract management and boost project success with contractERP capabilities tailored for construction, subcontractors, and distribution needs.

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contractERP capabilities streamline Division 8 and fenestration projects with tailored solutions, enhancing efficiency, control, and profitability across your operations.

See how these powerful capabilities can drive your business forward.

A screenshot of the Contract Management capability in contractERP. The interface lists active contracts with detailed information such as contract numbers, order types, customer PO numbers, and contract statistics on the right side of the screen.

Contract Management

contractERP’s Contract Management software streamlines the entire contract lifecycle. From creation through fulfillment to invoicing and AIA billing.  

With industry-specific features built on Microsoft Business Central, contractERP ensures precision and efficiency in managing contracts, schedules, material distribution, and invoicing.

  • Comprehensive contract creation: Seamlessly import material lines, adjust details, and ensure data accuracy with advanced tools designed to streamline contract setup and management.
  • Date-driven scheduling: Accurately manage schedules with date-driven processes that optimize ordering, fabrication, and fulfilment timelines.
  • Integrated material management: Efficiently handle material purchasing, fabrication, and shipping with fully integrated workflows that keep your projects on track and on time.
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contractERP’s Change Order management ensures seamless handling of contract modifications, allowing for efficient updates, accurate tracking, and smooth processing of material and contract amount changes.

This feature minimizes disruptions and maintains project continuity.

  • Efficient change order updates: Quickly review and update change orders in contractERP, ensuring all necessary details, such as customer PO numbers and billing methods, are accurately recorded.
  • Streamlined material management: Easily manage new, existing, and returned materials by processing replacements, and handling sales returns and managing boneyard/surplus inventory without disruption to the project.

contractERP’s AIA Billing feature simplifies the complex process of generating and managing AIA billing for contracts, ensuring accurate invoicing and smooth financial management.

This capability helps you stay on top of project billing while maintaining compliance with industry standards.

  • Automated AIA billing generation: Generate AIA documents based on various billing methods directly within contractERP.
  • Seamless retainage management: Track retainage withheld throughout the contract and release retainage amounts before  invoicing, ensuring all payments are accounted for.

contractERP’s Scheduling capability enhances project management by allowing you to organize and manage the construction schedule efficiently.

By linking items to specific dates, you can streamline billing, scheduling, and overall contract management, ensuring your projects stay on track.

  • Streamlined project tracking: Use material date requirements to filter and organize schedules, simplifying the review and management of items in process and ensuring all elements are accounted for.
  • Phase-based scheduling: Segregate your project as needed to enable precise management of materials and tasks throughout different stages of construction.
Screenshot of the ContractERP Warehouse Management module's main interface. The screen shows large blue tiles with icons and labels for various functions such as Receive, Putaway, Move, Shop, Work, Pick, Ship, and Settings.

Warehouse Management

contractERP’s Warehouse Management can significantly enhance the efficiency and accuracy of the warehouse management team. 

Data driven insights allow for better decision making and reduce operational costs with solutions to minimize manual errors and real-time tracking tools. 

  • Tailored to your warehouse: Easily find stored material in the exact location with a multi-tiered starting with: aisle-section-shelf-bin. Monitoring from Receiving, to QA, to shipment and everything in between.

  • Mobile accessibility: Connect inventory management functions directly from your warehouse to the office with the contractERP Mobile App, enabling smooth operations and real-time data visibility across your entire supply chain. 

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contractERP’s Material Management functionality will help you optimize inventory management, ensure precise material tracking, and efficiently handle job-specific materials, ultimately improving warehouse operations and reducing errors.

With powerful tools for real-time updates and seamless integration, you can maintain optimal inventory levels and reduce discrepancies.

  • Cycle counting and full inventory: Flexibly manage both cycle counts and full inventory checks, improving accuracy and reducing stock discrepancies.
  • Material tracking: Easily identify all material by generating labels for all material at receiving to shop orders to fulfillment. Optionally, add industry specific identifiers on the labels, such as opening, mark, and geo location.  

  • Job-specific material tracking: Streamline the management of material purchased for a job and no longer needed for that job. Identify what to do with the material to make it available for reuse, return, dispose or reuse on another job with easy classification of the material. 

contractERP’s Warehouse Management Mobile App enhances your warehouse operations, offering convenient control and visibility from your handheld device.

Manage inventory, receiving, picking, and shipping efficiently into contractERP.

  • Real-time inventory management: Track and manage inventory, locations, and movements directly from your mobile device, ensuring up-to-date information and reducing errors.
  • Improve efficiency and accuracy: Scan material to reduce errors and minimizing the need for manual data entry. 
A screenshot of the Capacity Schedule interface in contractERP. The interface displays scheduling details for various tasks, including dates, sequence numbers, accumulative quantity, and unit capacity. The top menu offers options to refresh, save, batch move, and manage schedule columns.

Production and Delivery

contractERP’s Production and Delivery management capability optimizes your entire process, from fabrication to final delivery.

With dynamic scheduling tools and integrated logistics, contractERP ensures that projects are completed on time and with maximum efficiency.

  • Dynamic production scheduling: Automatically determine the best production dates based on due dates and lead times, with drag-and-drop functionality for easy order management and shop order creation directly from the capacity schedule.
  • Integrated delivery scheduling: Build and manage delivery schedules using zones and schedule groups, with routes automatically sequenced through the integrated Bing Maps API.
  • Comprehensive capacity management: Plan and adjust for exceptions such as holiday shutdowns and pre-planned capacity commitments, ensuring a smooth production flow even during challenging periods.
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contractERP’s Shop Orders feature streamlines the management of production orders, providing a clear and organized view of all active shop orders. This capability helps ensure that production stays on schedule and meets delivery deadlines.

  • Comprehensive order tracking: Easily monitor the status of all open shop orders with predefined filters, allowing you to quickly identify orders that need attention.
  • Simplified order management: Use the Shop Order Status screen to view and manage orders, including details like shipping status, due dates, and quantities remaining, all in one place.
  • Efficient task execution: Access additional tasks directly from the ribbon, such as printing shop orders or labels, material adjustments to keep your production process running smoothly.

contractERP’s Pre-Installed Material feature enhances production efficiency by allowing you to manage internal painting, installation of hardware on interior finished doors or other value-added services, ensuring that items are prepared and ready for installation or shipment.

  • Customizable settings: Set up services and define types by product group, allowing for precise control over how materials are prepared and delivered.
  • Streamlined material handling: Choose whether materials are installed or shipped loose with the main items, ensuring that all components are ready for quick and efficient assembly or installation on-site.
  • Optimized setup and cost management: Assign planned installation times and costs by product group, enabling better resource planning and accurate costing for pre-installed materials.

contractERP’s Production Scheduling feature ensures that your production process is optimized and aligned with project timelines. By dynamically managing resources and capacity, it helps you meet deadlines and maintain efficient production workflows.

  • Capacity-based scheduling: Utilize contractERP's capacity planning tools to schedule production based on available resources, including labor and equipment, ensuring that all operations are efficiently planned and executed.
  • Dynamic scheduling: Automatically schedule work and production by breaking down tasks into capacity groups, allowing for continuous adjustment and optimization of production timelines.
  • Subassembly coordination: Effectively manage the scheduling of component subassemblies by aligning them with the parent assembly's start date, ensuring that all parts are ready when needed, and minimizing production delays.

contractERP’s Delivery Scheduling feature offers a flexible and intuitive way to manage and optimize shipment logistics.

With real-time visibility and easy drag-and-drop functionality, you can efficiently plan, adjust, and monitor deliveries to ensure timely and accurate fulfillment.

  • Interactive delivery board: Visualize and adjust your delivery plans by dragging lines to new dates, managing schedules by groups and zones, and ensuring that all deliveries are optimized.
  • Route optimization with Bing Maps: Automatically sequence delivery routes using integrated Bing Maps, ensuring efficient use of time and resources while meeting customer delivery expectations.
  • Customizable delivery settings: Fine-tune your delivery schedules with filters for delivery groups and zones, associate a truck type to truck number and assign the driver, and generate shipping paperwork to be printed or sent electronically.
Screenshot of the ContractERP Financials and Accounting module, showing general ledger entries. The interface lists transaction details, including entry numbers, posting dates, document types, G/L account numbers, descriptions, and debit and credit amounts.

Financials & Accounting

contractERP’s Financials and Accounting capability, powered by Microsoft Business Central, offers a robust suite of tools designed to address the unique financial needs of the construction material supply industry.

From comprehensive accounting features to insightful KPI dashboards, contractERP ensures that every financial decision is informed and aligned with your business goals.

  • Industry-specific accounting: Seamlessly manage accounts receivable and payable, general ledger, fixed assets, and more, with tools that address industry-specific challenges such as progress billing, AIA generation, and retainage management.
  • Project accounting: contractERP’s Contract Management features continue into the accounting workflow to track costs to the contract level analyzing sales and cost changes over the life of the contract
  • KPI reporting and dashboards: Gain real-time insights into your financial health with customizable dashboards and KPI reports, helping you make data-driven decisions to optimize business performance.
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Leverage the power of Microsoft Business Central within contractERP to handle all your accounting needs, from managing receivables and payables to comprehensive general ledger oversight.

Tailored for the construction material supply industry, contractERP automates complex processes, ensuring accuracy and efficiency in financial management.

  • Flexible billing models: Handle the various ways construction projects are billed including single/multi-phase and percent complete. AIA presentation for each model contains a schedule of values and AIA generation. 
  • Automated invoice processing Capture your sales revenue quicker with automated invoice generation nightly based on what was shipped throughout the day. 
  • Efficient financial workflows: Automate processes like consolidated invoicing and non-standard inventory cost tracking, streamlining your operations and improving financial oversight.

contractERP’s KPI Reporting and Dashboards provide real-time visibility into your business's financial health, enabling you to make informed decisions with confidence.

Customizable dashboards deliver key insights, helping you track performance and optimize business strategies.

  • Job costing analysis: Identify slippage and take action with access into contract statistics and reports to see projected costs vs actual cost throughout the life of the contract. 
  • Real-time financial insights: Access up-to-date financial data and reports that help you monitor cash flow, profitability, and other critical business indicators.
  • Customizable KPI dashboards: Tailor your dashboards to display the metrics that matter most to your business, providing a clear and concise view of your financial performance.
Screenshot of the Product Configurator module in ContractERP, displaying a detailed configurator for selecting product specifications like finish, series, function, trim, and design with associated pricing.

Product Configurator

contractERP’s Product Configurator streamlines the selection, creation, and fulfilment of products, enabling you to manage everything from simple options to complex, multi-level assemblies with ease.

This tool ensures accurate, efficient, and customizable product setups tailored to your business needs.

  • Comprehensive configuration options: Handle everything from basic choices like size and color to intricate multi-level subassemblies ensuring precision and satisfaction in every order.
  • Seamless integration: Sync configurations sent from your preferred detailing and estimating software for a unified workflow.
  • Item search configurator: Simplify the order entry process and eliminate the need for advanced industry knowledge with the ability to search inventory based on multiple criteria such as dimensions, characteristics, etc. to find and fulfill a customer requirement. 
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contractERP’s Estimating/Detailing API enables seamless integration with leading commercial door, hardware, and window detailing software.

This data exchange ensures that once an estimate is accepted in the detailing software, all necessary job information is sent into cERP, eliminating the need for dual entry creating a unified workflow

  • Seamless data synchronization: Keep estimating and detailing data in sync across all platforms, ensuring accuracy and efficiency.
  • Bidirectional integration: Reflect changes made in contractERP instantly within certain detailing applications, maintaining consistency across your operations. Supported integrations: ePWS, Titan, and Soft Tech V6.
  • Robust software compatibility: Integrate effortlessly with industry-leading software such as Emullion ePWS, Protech, Titan, Software 4 Hardware, TOAD, Avaware, and Soft Tech V6.

contractERP supports a variety of pricing methods and models, allowing for flexible and accurate pricing strategies.

Whether you’re applying discounts, markups, or group-specific pricing, contractERP ensures that your costing methods align with your business needs.

  • Flexible pricing models: Support for list pricing, discount from list, markup from cost, and more, catering to diverse business requirements.
  • Tiered pricing rules:Account for the sales team and customer commitments to solve for special pricing, group discounts, and other tailored pricing strategies. 
  • Specify markup cost: When utilizing mark-up from cost, decide between methods that will best reflect the variable market with tight competition and ensure consistent margins.