Service ERP

This project is a comprehensive operations and commercial management platform that brings together worker onboarding and rate management, shift wise timesheets with multi level approvals, project and client oversight, document control with expirations, purchase orders (including recurring), plant/tools/vehicle management with maintenance and fuel logs, and a complete invoicing lifecycle with retention and bulk billing.
Purpose built for teams of 500+ users, it provides admin, supervisor, and commercial dashboards for real time visibility, plus email/SMS automations and Cognito Forms integration to reduce manual effort. Granular rights management and auditability ensure compliance while aligning daily activities to accurate, timely revenue capture.

Objectives & Value

  • Unify operations: Replace disjointed spreadsheets and point tools with a single operational backbone.

  • Control costs & revenue: Track labor, materials, assets, and POs against projects; invoice accurately and on time.

  • Scale securely: Hierarchical rights management and role-based access for 300+ concurrent users.

  • Secured access via Azure storage via SAS Token.

  • Single source of truth for entities: Users, Workers, Clients, Projects, BOQs, POs, Assets, Timesheets, Invoices, Documents.

  • Detailed Audit log for each and every action maintain in database to fetch for any compliances.

  • Granular permissions ensure least-privilege access by role and context.

Key Workflows
  • Worker Onboarding & Induction → create worker → attach documents → set rate matrix (general/client/project) → assign to project → induction completion.

  • Shift Timesheet & Approval → worker logs shift → supervisor reviews → manager approves → pay calculation → project cost update.

  • Purchase to Project → PO raised (single/recurring) → receipt of goods/services → link to materials/assets/T&M → cost visible on project dashboard.

  • Asset Assignment & Maintenance → assign tool/vehicle to worker → usage logs & fuel entries → maintenance due alert → cost to project.

  • Invoice & Retention → compile billable items (labor/materials/POs) → generate invoice(s) or bulk run → track payments → manage retention and release.

  • Document Control → upload to correct entity (project/client/worker/etc.) → set expiry → automated renewal reminders → access by role.

 
Reporting & Analytics

  • Operational reports: timesheet compliance, overtime, leave, PO, asset utilization, fuel consumption.

  • Commercial reports: WIP, AR aging, retention report, invoice vs payments, outstanding amount overview.

  • Export options and scheduled deliveries (email, CSV/PDF).

Features & Benefits

Users & Access Control

  • 300+ active users collaborating across modules.
  • Hierarchical rights management (role- and scope-based) to restrict features and data for different users for different modules like workers, projects, or clients.
  • Outcomes: Least-privilege access, separation of duties.

Worker Management

  • Manage worker profile, their kin detail for any emergency.
  • Manage worker rates at multiple levels: project-specific, client-specific, and general base rates.
  • Subcontractor-wise worker management for third-party workers.
  • Induction process tracking and completion statuses.
  • Outcomes: Well maintain records along with bill rates and easy payment
 

Timesheet Management

  • Employees log hours against projects and tasks, with support for shift-wise entries and overtime rules.
  • Hierarchical approvals (e.g., supervisor → manager) with full audit trails.
  • Integrates with payroll and invoicing to convert approved hours into pay and billable items.
  • Real-time insights: utilization, variance vs. plan, productivity trends; supports auto-timesheet for leave days.
  • Outcomes: Predictable payroll; timely, dispute-free billing.
 

Subcontractor Management

  • Manage external workforce engaged for projects or specialized tasks.
  • Store agreements, compliance docs, insurances, and expirations.
  • Manage price work rate for their workers and manage along with timesheet.
  • Outcomes: Controlled third-party worker/staff management.
  • Client Management
  • Centralized client records with company details and primary contacts / points of contact.
  • Track communication history (emails/notes) and all associated projects and invoices.
  • Outcomes: Faster collections, consistent billing setup, full client context for every project.
 

Project Management

  • End-to-end project planning and control.
  • Automatic Team assignment based on project creation.
  • Helps in On-time delivery, budget discipline, single source of truth.
  • Real-time progress tracking with resource allocation and cost visibility.
  • Link timesheets, POs, materials, assets, and documents to each project dashboard.
  • Outcomes: On-time delivery, budget discipline, single source of truth.
 

Commercial / Invoicing

  • Client-wise bulk invoicing, invoice merging, retention tracking and retention release.
  • Track invoice status (Draft → Sent → Paid), partial payments, and credit notes.
  • Automate billing cycles, VAT/tax calculations, surcharges/discounts, and payment reminders.
  • Generate professional invoices linked to projects, clients, and timesheets.
  • Outcomes: Faster Invoicing and payment cycle management.

Purchase Order (PO) Management

  • Create and manage purchase orders for goods and services; support automatic recurring POs.
  • Integrate POs with supplier profiles and materials data.
  • Monitor order status, delivery timelines, exceptions, and invoice reconciliation (3-way match).
  • Auto-impact on Project cost: Link PO costs directly to projects, surfaced in dashboards.
  • Outcomes: Higher uptime; accountable usage; accurate cost allocation.
 

Materials

  • Catalog of materials with units, categories, min/max, and valuation method.
  • Receipts, issues, and transfers between sites based on Purchase order or via cost transfer module.
  • Outcomes: reduced wastage; traceable usage.

Assets (Plant, Tools & Vehicles)

  • Provides full lifecycle management for all physical assets — plant, machinery, trailers, tools, and vehicles — ensuring accountability, cost tracking, and safe, compliant operation.
  • Asset Registry: Categorize assets by type (Plant/Machinery, Trailer, Tools, Vehicles), with support for sub-categories and detailed naming
  • Assign assets to projects or users for accountability; optional depreciation tracking and QR/asset tags.
  • Identification: Track asset details like registration number, maintenance date, ownership, location, and assignment to projects or workers.
  • Maintenance Management:
  • Kanban dashboard (as seen in screenshot) for visual progress tracking of each maintenance task.
  • Multi-stage maintenance workflow: Added → Checked → Awaiting Parts → Work in Progress → Completed → Signed Off.
  • Record problems, notes, and attach supporting photos/documents.
  • Track upcoming and overdue maintenance with searchable/filterable views.
  • Fuel Logs:  Vehicle fuel and mileage logs based on their fuel re-fill.
  • Push asset usage/cost to projects and timesheets where applicable.
  • Outcomes: Accountable usage; accurate cost allocation.
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Dashboards

  • Admin dashboard: project health, pending payments, receivables.
  • Supervisor dashboard: worker rosters, timesheet approvals, workload.
  • Commercial dashboard: billing progress, cash collection, retention status.
  • Purchase Order Dashboard: to get overview of supplier/client/project wise costing.
  • Outcomes: Actionable visibility; quicker decisions.
 

Leave Management

  • Holiday and annual leave planning; Holiday and annual leave requests and balances.
  • Requests Leaves, manage balances, approvals process; auto-impact on timesheets.
  • Auto-impact on timesheet & handling for workers on leave.
  • Outcomes: Predictable capacity; fewer payroll corrections.
  •  

Document Management

  • Document libraries at project, client, worker, company, and subcontractor levels.
  • Expiration notifications and renewal workflows; configurable public/private access.
  • Versioning and audit of uploads, downloads, and shares.
  • Outcome: centralized and secure document management.

Integrations & Notifications

  • Cognito Forms integration for data intake.
  • SMS reminders to workers/supervisors for timesheets, permits, and tasks.
  • Module-wise email configuration to target the right stakeholders for each alert.
  • Outcomes: Fewer manual steps; fewer misses; better interoperability.
ASP.NET MVC
ASP.NET MVC
C#
C#
HTML 5
HTML 5
CSS
CSS
Bootstrap
Bootstrap
jQuery
jQuery
SQL Server
SQL Server
DevExpress
DevExpress

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