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Construction Tracking
Manage your construction projects from start to finish, from quotes to deliveries and collections
Centralize your projects, quotes, invoices, payments, equipment, and deliveries in a single application to track each project with a clear, operational, and financial vision.
Replace scattered construction tracking with structured management
This template avoids separate files, lost exchanges, and incomplete tracking tables. You link each project to its main contact, quotes, invoices, payments, equipment, and deliveries to maintain a reliable view of progress and commitments.
8
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
8 linked forms to cover the entire construction project cycle
Project
Central file of the project to track identity, main client, dates, amounts, status, and management elements.
Contact
Directory of contacts with their details, company, position, and status.
Quote
Quoted offers related to a project, with status, dates, responsible person, and amounts.
Quote Line
Detailed costing by item, with description, quantity, unit price, VAT, discount, and calculated amount.
Invoice
Tracking of project billing with dates, client, amounts, and progress status.
Payment
Recording of payments associated with a project and an invoice, with date, amount, method, and proof.
Construction Equipment
Tracking of equipment assigned to the project, from their status to their assignment and return dates.
Delivery
Management of planned and completed deliveries, with supplier, status, recipient, and delivery note.
A complete foundation to organize construction tracking
Centralized Projects
Each project is managed from a Project sheet that gathers identification, main client, address, key dates, amounts, and tracking documents.
Contact Management
Maintain a contact database linked to projects to quickly find contacts, their details, company, and status.
Detailed Quotes
Prepare commercial offers with their quote lines, quantities, unit prices, VAT, and calculated amounts to ensure reliable costing.
Billing and Collection
Track invoices related to each project, then link received or planned payments to visualize the actual collection status.
Logistics and Project Resources
Manage the assigned construction equipment and expected deliveries to coordinate resources, timelines, and site reception.
From the first contact to the financial closure of the construction project
The template follows a natural operational logic: it starts with the project, links it to the main client, then builds the quote, invoice, payments, and logistical tracking around this same base. The relationships between forms allow for a unique view of the project and manage each step without loss of information.
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01
1. Create the project
The user opens a project with its reference, name, type, status, priority, main client, and address and management information. This sheet becomes the central file of the project.
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02
2. Link the right contact
The project is associated with a main contact, allowing you to find the right person, their company, position, and details. The same contact can be linked to multiple projects.
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03
3. Build and detail the quote
From the project, one or more quotes are created, each containing several quote lines. The lines include descriptions, quantities, unit prices, discounts, and net amounts to secure the costing.
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04
4. Issue the invoice and track payments
The invoice is linked to the project and then connected to received payments. Tracking views allow you to identify invoices to be collected, upcoming deadlines, and payments already received or planned.
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05
5. Manage deliveries and equipment
Deliveries and construction equipment are linked to the project to track planned dates, receptions, assignments, returns, and operational statuses. This way, you maintain control over field resources.
Views designed for daily construction management
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A useful template for teams managing construction projects daily
SMEs
Ideal for structuring project tracking, securing billing, and avoiding oversights between the field, office, and accounting.
Large Accounts
Suitable for organizations that need to coordinate multiple projects, teams, contacts, and financial flows in a shared framework.
Public Sector
Relevant for tracking operations, deliveries, and budget commitments with clear traceability.
Yes. Projects are linked to quotes, invoices, and payments, allowing you to track the project from costing to collection.
Yes. The relationship between the project and quotes, invoices, payments, equipment, and deliveries is designed as one-to-many.
The Quote form is completed by Quote Lines, allowing you to detail each item, its quantities, and amounts.
The Pipeline, Project Planning, Follow-up, To Collect, Pending, and dashboard views provide a quick overview of priorities, deadlines, and delays.
Yes. The Construction Equipment and Delivery forms are linked to the project to track assignments, planned dates, statuses, and reception.
Install this construction tracking template and adapt it to your operations
Start with a ready-to-use structure to manage your projects, quotes, invoices, payments, equipment, and deliveries, then customize fields and views according to your working methods.
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