Project Overview
Builtbot is a construction and renovation consulting firm that manages projects from the initial customer request, design coordination, project execution, through billing, accounting, and material management.
The project focuses on implementing an integrated ERP system to centralize all of Builtbot’s operational activities and provide better visibility into sales, projects, documentation, finance, inventory, and team activities.
This solution connects all business processes in a single platform, reducing manual work, enhancing operational efficiency, and facilitating team collaboration.
Scope of Work
CRM & Sales Management
The CRM module is used to manage the customer journey from the initial inquiry through opportunity creation and project initiation.
Managed processes include:
Lead and opportunity management
Customer information management
Sales pipeline
Customer activities and follow‑up
Quotation creation and management
Communication history with customers
Project Management
The Project module is used to manage construction and renovation projects from planning to completion.
Features and processes managed include:
Project creation and management
Project stages and milestones
Task management
Project deadline management
Task assignment to team members
Project progress monitoring
Integration with timesheets
Project cost monitoring
Design & Document Management
The document management system serves as a central repository for design and project documents.
Documents that can be managed include:
Architectural drawings
Design concept
Floor plan
Project specifications
Material references
Customer approval documents
Project contracts
Project progress documentation
With this system, all project documents are stored in an organized manner, making it easier for the team to locate, access, and use the latest versions.
Invoicing
The invoicing process is integrated with sales and project processes, allowing billing to be performed based on project activities and requirements.
Features include:
Customer invoice creation
Progress billing
Invoice monitoring
Payment status monitoring
Customer billing history
Integration with accounting
Accounting
The Accounting module is used to centrally manage Builtbot’s financial activities.
Managed processes include:
Accounts receivable
Accounts payable
Bank and cash transactions
Invoice management
Payment recording
Financial reporting
Monitoring project‑related transactions
Inventory Management
Inventory is used to support the management of materials used in construction and renovation projects.
Managed processes include:
Product and material management
Stock monitoring
Warehouse management
Material receipt
Material issue and delivery
Inventory adjustment
Material availability monitoring
Timesheet Management
Timesheets are used to record team work hours and link them to the associated projects and tasks.
Features include:
Employee timesheet entry
Project‑based time tracking
Task‑based time tracking
Project effort monitoring
Billable and non‑billable hour recording
Cost analysis based on work hours
Integrated Business Flow
Lead → Opportunity → Quotation → Project → Design & Documents → Project Execution → Timesheet → Materials & Inventory → Invoice → Accounting
This integrated flow enables Builtbot to manage all business processes within a single system using one centralized data source.
Key Benefits
The system implementation provides several key benefits for Builtbot:
Centralizes all operational activities on a single platform
Improves visibility into project progress
Provides more structured project document management
Enhances control over financial activities
Delivers real‑time inventory visibility
Facilitates easier monitoring of team work hours
Reduces manual administrative processes
Integrates sales, project, inventory, and accounting processes
Improves collaboration between business and project teams
Project Outcome
This implementation provides Builtbot with an integrated digital system designed to align with the business processes of a construction and renovation company.
By linking CRM, project management, document management, inventory, timesheets, invoicing, and accounting in a single platform, Builtbot can manage projects more systematically, improve operational efficiency, and gain better control over operational and financial data.
Technology
Odoo ERP · CRM · Project · Documents · Accounting · Invoicing · Inventory · Timesheets