Commercial projects and field-service teams

Commercial contractor software that connects the estimate to delivery.

Commercial work needs more than a fast quote. Keep measured scope, staged work, crew activity and commercial records connected so your office can review changes and costs as the job progresses.

For Canadian contractors and field service businesses. Tools, limits and connected services vary by plan and provider availability. Check current availability and pricing.

AllQuote job workspace showing the connected scope, schedule, field hours and office money overview
AllQuote job workspace with fictional sample data: scope, schedule, field hours and office costs are connected to the same job. Select the image to inspect it at full size.

How the workflow fits together

STEP 1

Estimate the work package

Review plan quantities, trade scope, material and labour rates, exclusions and allowances. Use calibrated takeoff and assemblies where included in your plan.

STEP 2

Coordinate delivery

Plan job stages and visits, allocate crews and equipment, and keep current drawings and instructions available with the job.

STEP 3

Record progress and change

Collect field time, photos, tasks and costs. Keep variations explicit so the office can distinguish agreed work from a change that still needs review.

STEP 4

Review the commercial position

Use job costing and available progress-claim and retention tools to review the financial record. Reconcile issued documents and payments before treating a stage as settled.

Worked example: an electrical fit-out package

Illustrative commercial workflow: follow an electrical fit-out from measured scope through site delivery and commercial review.

Illustrative workflow example
Item or stageInputResult
EstimateLighting counts, cable runs and labourReviewed work-package quote
DeliveryRough-in and fit-off visitsAllocated crew and field records
Scope changeRevised fixture layoutReviewed variation and changed quantities
Commercial reviewRecorded costs and issued claimsReconciled job position

Agree the contract stages and approval process, then check which tools and limits your AllQuote plan includes.

What to check before you commit

Keep the estimate connected

Retain the scope, assumptions and drawings behind the price so revised work can be reviewed against an understandable baseline.

Give each role the right view

Office and allocated field staff need different information. Validate your role and job-access setup before onboarding a crew.

Evaluate with a representative project

Trial your own plan set, work packages, crew structure, document requirements and accounting process. Confirm capacity and fit before a wider rollout.

Questions about commercial contractor software

Which businesses is AllQuote designed for?

Trade contractors, commercial project teams and field-service businesses can connect estimating, crew scheduling, job costs, variations, progress claims and retentions. Availability varies by plan; evaluate the workflow with a representative project.

Can I manage progress claims and retentions?

AllQuote includes plan-dependent tools for progress claims and retentions. Review the current pricing comparison and test the document and payment workflow against your contract before rollout.

How do office and field teams work together?

Keep scope, files, visits and field records linked to the job. Office staff can review costs and commercial documents, while allocated field staff receive the tools and information allowed by their role.

How should a commercial team evaluate AllQuote?

Start with a representative project and check quantities, quote approval, scheduling, office and field access, variations, costs and invoicing. Use the public demo for an initial look, then check your required features and limits on the pricing page.

Explore the next step

Read the variation workflow, or open the read-only live demo with sample data.

Find an example for your trade