Industries · Project contractors

Know the Margin Before the Site Starts Spending, and Every Day After

For contractors in interiors, fit-outs, EPC and building services: BOQ to retention on one project ledger, with site material, labour and expenses recorded where they happen.

What Gets in the Way

  • Project directorMargin known too late

    A project looks healthy until closure shows excess material and unbilled work.

  • Site managerSmall spends add up

    Local purchases, labour and imprest are recorded in notebooks, if at all.

  • CFOWork done is not cash

    Certification, retention and collection lag behind progress on site.

Project Contractors, from Enquiry to Project Profit

Steps in the same column run in parallel. Copper steps are control points. Select a step to see its document, who acts and the control.

Estimation
Project team
Site work
Procurement
Site stores
Finance
Information moves onControl pointVariations update the BOQ and budgetSteps in the same column run in parallel

01 · Enquiry and BOQ

Document
Bill of quantities
Who acts
Estimation
Control
Every BOQ line carries its quantity and specification
  1. 1
    EstimationEnquiry and BOQEvery BOQ line carries its quantity and specification
  2. 2
    EstimationEstimate from normsMaterial, labour and overhead priced before quoting
  3. 3
    EstimationQuotation and contractMargin reviewed before the contract is signed
  4. 4
    Project teamProject budgetBudget becomes the yardstick for every cost
  5. 5
    Procurementin parallelMaterial purchasePurchased against budget
  6. 6
    Site workin parallelLabour and site expensesSmall spends recorded against the project
  7. 7
    Site storesMaterial used at siteConsumption compared with the norm
  8. 8
    Project teamProgress and running billBilled work matched to measured progress↺ Variations update the BOQ
  9. 9
    FinanceCertification, retention, collectionCertified, billed and collected tracked separately
Read the steps as text
  1. Enquiry and BOQ (Estimation). Bill of quantities; Every BOQ line carries its quantity and specification.
  2. Estimate from norms (Estimation). Estimate built from material norms; Material, labour and overhead priced before quoting.
  3. Quotation and contract (Estimation). Quotation, work order; Margin reviewed before the contract is signed.
  4. Project budget (Project team). Budget by cost head; Budget becomes the yardstick for every cost.
  5. Material purchase (Procurement). Purchase orders against the project; Purchased against budget.
  6. Labour and site expenses (Site work). Labour records, site expenses, imprest; Small spends recorded against the project.
  7. Material used at site (Site stores). Site receipt, issue, return; Consumption compared with the norm.
  8. Progress and running bill (Project team). Measurement and running bill; Billed work matched to measured progress.
  9. Certification, retention, collection (Finance). Certified bill, retention, receipt; Certified, billed and collected tracked separately.

Three controls that matter most

Where Margin Is Won or Lost

  • Consumption against normEvery extra unit used at site comes from somewhere.
  • Site expenses and imprestSmall spends recorded against the project they belong to.
  • Billed, certified, collectedCompleted work is not cash until it is certified and collected.

Modules involved

What You Would Use

Bring Us One Live Process

Pick the process that costs you most today. We will walk through it with your documents and show it running in Milestone.

Questions buyers ask

Can each site be a stock location?

Yes. Site receipts, issues, transfers and returns are recorded against the project.

Is retention tracked per bill?

Yes. Certified amount, retention and collection are tracked separately for each running bill.

Can site teams use their phones?

The Milestone mobile app lets site teams raise material requests, record site expenses and approve on the move.