Home  >   Articles   >  Construction Add-on

Construction Add-on

S
Sreenivas K
30 Dec, 2022 - Updated 1 month ago
Table of Contents

Introduction

Construction Add-on is an Add-on that is intended to simplify Quote generation for builders.

Generating a quote for a construction project is a complex process since it is based on the site and the time requirements. This may take weeks. Construction Add-on will provide an ability to take site and duration details and apply that to easily generate Quotes.

This will help

  • Save Time 
  • Reduce errors 
  • Track changes

Installing Construction Add-on

Construction Add-on is currently in beta mode. Please send email to support@vtiger.com to request installation on your instance. 

 

Installed Components

  1. New Modules
    1. Site Survey
    2. Labor
  2. Changes to existing modules
    1. In Deal Line Items,
      1. 2 new sections are added ("Area" section & "Labour" section),
      2. 2 new line item columsn are added ("Base Quantity" & "Wastage Percentage")
      3. 2 columns  along with couple of new fields in Deal.
    2. In Quote Line Items, Wastage Percentage 
 

Quote Creation with Construction Add-on

A Deal will have 2 new sections linked Site Survey records and Labour records. The total area from the Site Survey records will be used as quantity for any line item added in the "Area" section. The total duration from the linked Labour records will be used as quantity for any line item in the "Labour" section. 

When Quote is generated from Deal after adding the Site Survey records,  Labour records, and Line items, complete line item details including the sections will be auto-copied to the Quote.
 

Deal Module Changes

Following changes will be made in Deal (formerly Opportunity) record when this add-on is installed.
  1. Line Item Changes 
    1. While creating a deal, 2 default sections will be added. These section names will be only read-only. 
      1. Area Section 
      2. Duration Section 
    2. ‘Add section’ option in line items is changed as a drop down with following options
      1. Add Default Section
      2. Add Area Section
      3. Add Duration Section
    3. New fields in line item 
      1. Base Quantity 
      2. Wastage (for defining percentage of wastage that would incur)
    4. Item Quantity will be read only and will be auto filled with this formula
      1. Item Quantity = Base Quantity + (Wastage % X Base Quantity)
        • For example, if Wastage is 10% and Base Quantity is 100, then the Item Quantity = 110
    5. When we link any Site Survey to the Deal, then sum of Total Area from all related Site Surveys will be updated to Line item Base Quantity of all items in Area Section 
    6. When we link any Labour to the Deal, then sum of Total Duration from all related Labour records will be updated to Line item Base Quantity of all items in Duration Section
  2. New Fields in Deal
    1. Project Type - Global Picklist 
      1. Picklist values 
        1. Residential
        2. Commercial
        3. Industrial 
    2. Total Area - Decimal
      1. This field is read only and will be auto set with sum of Total Area from related Site Surveys
    3. Total Duration - Decimal 
      1. This field is read only and will be auto set with sum of Total Duration from related Labour records
  3. When related Site Survey / Labour is updated then Deal’s Total Area, Total Duration fields will be updated automatically
  4. When Deal is saved then 
    1. Project Type will be copied to all related Site Surveys
    2. Project Type, Total Area will be copied to all related Labour records


Site Survey Module 

Site Survey module primarily contains a grid field to make it easy for surveyors to enter dimensions (Length, Width, Height) to capture area. Multilpe Site Survey records (ex: Different rooms, Different floors, Different sites..) can be created and linked to a Deal . Admins can customize the formulas in the grid field. 

Fields 

  1. Survey Name -Text field
  2. Deal -Reference (referencing Deal)
  3. Happened on- Date
  4. Construction Type - Global Picklist 
    1. Default Picklist Values
      1. Residential
      2. Commercial
      3. Industrial 
  5. Area breakup - Grid
    1. Will be configured with formulas 
  6. Total Area - Decimal
    1. This is readonly and will be auto filled from Grid
  7. Site Plan- File 
    1. Uploaded file should be auto linked to Deal
  8. Description - Rich text

Site Survey Flow

  1. User will create a Site Survey by selecting respective Deal
  2. When deal is selected, Project Type should be auto set with Deal Project Type
  3. User will enter details in the Area breakup grid field. Total Area field will be auto updated with value from Grid cell.
  4. User can upload a Site Drawing in the ‘Site Plan’ field. Uploaded file will be created as a document and auto linked to related Deal
  5. When related Deal is updated, all linked,  Project Type will be updated in linked Site Survey records with Deal Project type
 

Labour Module

Labour Module primarily contains a grid field with formulas to calculate the total amount of time.. Multiple Labour records can be linked to a Deal record


Fields 

  1. Name  - Text field
  2. Deal  - Reference (referencing Deal)
  3. Happened on - Date
  4. Construction Type - Global  Picklist 
    1. Default Picklist Values
      1. Residential
      2. Commercial
      3. Industrial 
  5. Total Area - Decimal
    1. Value will be auto filled from related Deal Overall Area
  6. Labour breakup - Grid
    1. Will be configured with formulas 
  7. Total Duration - Decimal
    1. This is readonly and will be auto filled from Grid
  8. Description - Rich text

Labour Flow

  1. Create a Labour record by selecting respective Deal
  2. When deal is selected, following fields will be copied from deal
    1. Project Type - Deal’s Project Type
    2. Total Area - Deal’s Overall Area
  3. Enter details in the Labour breakup. Total Duration will be auto updated with value from Grid cell
  4. When related deal is updated, Project Type and Total Area in inked Labour records will be auto updated with Deal Project Type and Deal Total Area




 

 
Was this article helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.