Building Construction and Trades
Run your business on one platform, from sales, estimating, schedules, purchasing, invoicing, job budgets, compliance and more.
Built for the way builders work
Builders Excellence supports the complete building journey, from marketing and new business enquiries through to project delivery, financial control and compliance.
A structured sales process guides your team through qualification, discovery and estimating, helping them prepare professional proposals and win contracts. Once a contract is approved, Builders Excellence manages job schedules, progress payments, purchasing, expenses and job budgets, with accurate, real-time work in progress calculations.
The platform also supports resource onboarding, workplace health and safety, approvals, compliance and reporting.
Twelve connected business areas
Each business area connects the people, records and activities required to manage a building business from the first enquiry through to completion, warranty and ongoing support.
Tailor Zoho using configurable users, permissions, templates, currencies, domain names and data backups. Establish consistent platform settings, secure access and reliable business data across your organisation.
Track emails, SMS messages, calls, calendars, tasks, documents, engagement, live chat and surveys in one place. See each customer interaction without moving between disconnected systems.
Build a relationship-based database for customers, architects, real estate agents, subcontractors and suppliers. Store each party once, then link them to the relevant enquiries, jobs and activities.
Prepare preliminary agreements, concept agreements, full build estimates and variations. Manage margins and allowances, compare estimates, offer product options, request supplier quotes and create professional proposals.
Manage deposits and progress claims through to final payment. Link forecast claims to the job schedule, generate invoices when due and integrate accounting for current payment and cash flow information.
Convert a successful contract into a structured job. Use Gantt charts, Kanban boards and calendars to manage schedules, tasks and milestones, with timesheets supporting labour costs, job budgets and WIP.
Manage warehouse replenishment and job purchasing. Allocate stock, manage delivery locations, record materials received, track product usage and reconcile purchase orders, receipts and supplier bills.
Manage suppliers, pricing, lead times, services, fees, labour rates, materials and allowance options. Store images and specifications, track inventory and retain serial numbers for warranty or servicing.
Support clients after practical completion with connected warranty, defect, repair and maintenance processes. Identify the parties involved, assign actions and retain compliance and quality assurance information.
Create reports and dashboards for sales, job performance and financial control. Compare estimated and actual costs, monitor expected and current margins, calculate WIP and automate journals from percentage complete.
Manage Safe Work Method Statements, job inductions, site inspections and toolbox meetings through trackers and Zoho Forms. Capture images, videos and files, then control what is shared.
Give clients, subcontractors and project resources secure, profile-based access. Members can view schedules, approve records, download project documents and add or reply to comments with attachments.
Built for construction
Builders Excellence combines construction-specific development with the flexibility and scale of Zoho One.
Explore the business areas, processes, functions and integrations that support your team.