eProcureAI / Platform / Construction and facilities

Industry

Cost coded at the request,
not reconstructed later

If the job and cost code are not captured when somebody orders, they get allocated afterwards by whoever can remember. Capturing them at source is what makes job costing survive contact with a live site.

Built for sites. Requesting and receiving both work from a phone in a yard.

Site purchaseRaised on site
The situation

Job costing fails at the moment of ordering, not at the month end

Every construction business runs job costing. Most of them run it retrospectively, which is why the numbers are always slightly wrong.

Somebody on site orders materials. The job is obvious to them and invisible to everybody else. Weeks later a finance team allocates the invoice to a job based on the date, the supplier and a phone call to whoever might remember. Some of those allocations are wrong, and nobody finds out.

The consequence is not academic. Job margins are the number the business runs on, and if a proportion of cost lands on the wrong job then every margin figure is quietly inaccurate.

Capture it where it is known

The person ordering knows the job. They know it with certainty, at that moment, and never again with the same confidence. Capturing job and cost code on the request is the entire fix, provided requesting is quick enough to happen from a site.

Cover before boots on site

The second failure is subcontractor insurance. It gets checked at onboarding and then never again, so a certificate that expired in March goes unnoticed until an incident makes it extremely relevant. Tracking it to the date and blocking new orders when it lapses removes the exposure without anybody maintaining a spreadsheet.

How a site purchase runs

Five steps, all of them from a phone

Step 1

Somebody orders from site

Job and cost code selected at the point the person actually knows them, on a phone, in whatever conditions a site provides.

CapturedAt source
1
Step 2

Cover is verified

Subcontractor insurance and certifications checked as current before anything is committed, rather than at onboarding only.

CheckedBefore mobilisation
2
Step 3

Approved against the job

The job budget is checked and the value committed at approval, so a project manager sees the real position rather than the invoiced one.

CommittedAt approval
3
Step 4

Delivered to the site

Received by the crew, on a phone, with shortages recorded where the pallet lands rather than reconstructed later.

ReceivedOn site
4
Step 5

Costed correctly

Because the code was captured at the start, no allocation exercise is needed and rebilling is straightforward.

ReconstructionNone
5
What construction needs

Three things that office software assumes away

Requesting that works in a yard

A request form designed for a desk does not get used on a site. It gets postponed, then done from memory, then coded wrongly.

  • Works on a phone in poor conditions
  • Job and cost code selected, not typed
  • Deliver to the site rather than head office
  • Fast enough to happen at the moment of need
On siteLive
DevicePhone
JobSelected
Cost codeSelected
Deliver toSite address
PostponedNo
Captured on siteNot reconstructed

Committed cost against the job

A project manager needs to know what the job has committed, not what it has been invoiced for. Those two numbers differ by weeks and by a great deal of money.

  • Committed at approval against the job
  • Project manager sees the real position
  • Alerts before a job budget is exhausted
  • No surprises at practical completion
Job positionLive
BudgetSet
InvoicedLower
CommittedHigher
Real remainingVisible
Surprise at completionAvoided
The number that mattersCommitted, not invoiced

Subcontractor cover tracked to a date

Insurance verified at onboarding and never again is a genuine exposure. Tracking every certificate to its expiry removes it without anybody keeping a list.

  • Insurance and certifications tracked to expiry
  • Subcontractor chased before the date
  • New orders blocked if critical cover lapses
  • Existing commitments continue untouched
CoverLive
InsuranceValid to a date
CertificationsCurrent
ChasingAutomatic
If lapsedNew orders blocked
Watched by dateNot at onboarding only
Cost code discipline

Where allocations go wrong

Four patterns, all of which disappear when the code is captured at the request.

PatternWhat happensWhat it costs you
Allocated after the factFinance assigns a job based on date and supplierA proportion land on the wrong job, silently
Split deliveriesOne order serving two jobs, coded to oneOne job carries cost that belongs to another
Site consumablesGeneral materials with no obvious jobEither overhead or an arbitrary allocation
VariationsExtra work ordered verbally, coded to the base jobVariation margin disappears into the original scope

Splitting a purchase across two jobs is handled at the request, which removes the most common source of allocation error.

Subcontractor compliance

Six checks that matter before mobilisation

Insurance

Public and employer liability

The exposure everybody knows about and the one most often out of date on site.

TrackedTo the date
Certifications

Trade and safety qualifications

Contractual as much as legal, and rarely re-checked after onboarding.

Re-checkedAutomatically
Method statements

Documents required per job

Attached to the request rather than chased by email during mobilisation.

AttachedAt request
Retention

Amounts held against completion

Tracked against the order so the final position is not a negotiation from memory.

TrackedOn the order
Variations

Work outside the original scope

Routed for approval when they cross a threshold rather than absorbed silently.

RoutedAbove threshold
Payment terms

Often different for subcontractors

Held on the supplier record and applied automatically rather than remembered.

AppliedAutomatically
Who does what

The short version of everyone's job

Job costing only works if the code is captured by the person who knows it, at the moment they know it.

What site teams do

Order what the job needs and confirm what arrived. Both from a phone, in under two minutes.

The human partLive
Site teamRaises with job and code
Site teamReceives the delivery
Project managerApproves against the job
CommercialSets budgets and rules
Two minutesIn a yard

What eProcureAI does

Carries the code through, checks cover, and keeps the job position current.

The automatic partLive
Carry the job codeRequest to invoice
Verify coverBefore the order
Commit against the jobAt approval
Alert the managerBefore a budget is exhausted
Match at the siteAgainst what arrived
No allocation exerciseBecause it was coded upfront
0job and cost code captured, not allocated later
0subcontractor cover verified rather than assumed
0visible against the job, not just invoiced
0requesting and receiving both work on site
FAQ

Questions people actually ask

How does job costing stay accurate?
The job and cost code are captured on the request by the person placing it, then carried through to the order and the invoice. Nothing is allocated afterwards, which removes the main source of error.
Can one purchase cover two jobs?
Yes. The split is set at the request rather than corrected later, which is where most allocation mistakes come from.
How is subcontractor insurance handled?
Every certificate carries an expiry date. The subcontractor is chased before it lapses and escalated if they do not respond, and new orders can be blocked if critical cover expires while existing commitments continue.
Does receiving work on a site?
Yes, on a phone where the delivery arrives, including partial deliveries and damage. A receiving step needing a desktop does not happen, and then nothing downstream can be matched.
Can project managers see committed cost?
Yes, and it is usually the reason they engage with the system. Committed cost against a job is visible at approval rather than weeks later when invoices arrive.
How are variations handled?
As requests against the job, routed for approval when they cross your threshold, so extra work does not quietly disappear into the original scope.
What about retention?
Retention amounts are tracked against the order so the final account position is based on the record rather than a reconstruction.
Will site teams actually use it?
That is the question worth asking. Raising a request takes about two minutes on a phone, and receiving is a count. Both are faster than the phone call they replace.

Bring a job that was costed wrongly

We will trace where the allocation broke and show what capturing the code at the request would have changed.

Book your free demo

Related: All solutions and Receiving and Goods Receipts