ConstructionOS
Commercial spine · live workspace
Enquiry
Lead + site
Survey
Visit + media
BOQ
Qty + revise
Quote
Dual-gate
Project
Deliver + bill
ConstructionOS · Software template
Win the bid, run the site and bill with control: surveys, BOQs, two-step quote approvals, projects and progress claims on one connected workspace.
ConstructionOS
Commercial spine · live workspace
Enquiry
Lead + site
Survey
Visit + media
BOQ
Qty + revise
Quote
Dual-gate
Project
Deliver + bill
The gap
ConstructionOS replaces spreadsheet BOQs, chat-based surveys, and informal approvals with one commercial spine on ValionOS — then opens the project without a second system.
Book a walkthroughRevisions get lost, markups drift, and estimators rebuild the same workbook for every bid.
Photos, measurements, and site notes never land in one record estimators can trust.
Internal sign-off and client decisions are buried in email threads — with no audit trail.
When the job is won, the team re-keys scope into a separate project tool and billing starts late.
Purpose-built construction modules on shared CRM, Quotes, Finance, Jobs, and Documents — not a fork, not a generic job board.
Commercial intake
Every lead becomes a commercial record — site, scope, contacts, and status — not a lost chat thread.
Know what is waiting, who owns it, and what happens next.
Pipeline statuses
New → review → survey → estimation → quotation → client decision → won/lost.
Site & scope context
Address, niche, scope summary, and estimated value on the enquiry itself.
Activity timeline
Notes, status changes, and links to surveys, BOQs, and quotes in one history.
Ownership
Assignee staff, source tracking, and clear won/lost reasons for coaching.
Site intelligence
Construction site visits — not generic feedback forms. Capture what BOQ and commercial teams need.
Estimators open one survey and start building quantities.
Visit scheduling
Schedule visits, assign survey teams, and track scheduled → in progress → submitted.
Measurements & observations
Structured measurements, site notes, and observations tied to the enquiry.
Media pack
Photos and files stay on the survey record for estimators and PMs.
Handoff to BOQ
Submitted surveys feed estimation without re-typing site reality.
Estimation
Build quantities the way contractors work — material, labour, selling, markup — then lock before quoting.
One source of truth from estimate to quotation.
Sections & lines
Organize by trade or package with line-level quantities and rates.
Cost structure
Material, labour, selling totals with markup controls and currency support.
Revision history
Revise cleanly without overwriting the commercial trail.
Lock & push
Draft → ready → locked, then push into a dual-gate quotation.
Dual-gate commercial
ConstructionOS extends shared Quotes with dual-gate approvals — your team first, then the client.
No informal “looks good” texts before a proposal goes out.
Internal gate
Commercial / QS / leadership approve before anything reaches the client.
Client gate
Client decision is a tracked stage — accept, revise, or decline with history.
Professional documents
Versioned proposals and documents on the shared Quotations app.
Convert on win
Accepted quotes hand off into contract / PO and an AgencyProject for delivery.
Delivery
After award, run the job from Projects — submittals, DPRs, manpower, and tasks — not a second ERP.
Commercial context stays attached to the live site.
Progress & health
Progress %, risk signals, and delivery visibility for managers.
Submittals
Drawings and material submittals with revision cycles on the project.
Daily progress reports
Manpower, materials, issues, and % complete filed from the site.
Site manpower
Crew and subcontractor assignments against active projects.
Cash control
Track milestone and progress claims on the project, then close with WCC when payments are clear.
Bill what was delivered. Close when cash is settled.
Progress / milestone billing
Claims that follow site progress instead of one-shot invoices.
Invoices in Finance
Raise invoices in the shared Finance app; progress claims are tracked on the project.
WCC gates
Work completion certificates with outstanding payment checks.
Documents
Contracts, drawings, and commercial files stay with the project.
Most tools send a PDF and hope. ConstructionOS requires an internal commercial gate before the client ever sees the proposal — then records the client decision as a first-class stage on shared Quotes.
Gate 1
Pricing, margin, and scope reviewed by your team before release.
Gate 2
Decision captured — then contract / project handoff on the same OS.
Runs on shared Quotations — one document system for every industry on ValionOS.
Keep pursuit and delivery moving — approvals stay human.
Optional · Apps Center
ConstructionOS ships with CRM, surveys, BOQ, quotes, Jobs, and Finance. Install Valion AI from Apps Center for StandUps and drafts on live enquiries — your team stays in control of every dual-gate decision.
Site StandUp
Done, Blocking, and decisions today from live enquiries, surveys, BOQs, and tasks.
Survey summaries
Turn site notes into estimator-ready briefs without losing the source media.
Quote drafts
AI-assisted proposal language — staff approve every dual-gate stage.
Follow-ups
Draft follow-up emails from the enquiry in CRM, for your team to send.
ConstructionOS is an industry layer — CRM, Quotes, Finance, Documents, HR, and AI stay one platform.
One template — MEP and niches are configuration.
One subscription covers ConstructionOS (enquiry → survey → BOQ → quote approvals → projects → billing) and the shared CRM, Quotes, Finance and Documents. One-time setup with data migration on Business: $949 / £799 / AED 3,500.
Pricing
Billing is by invoice. Our team sends your invoice after setup.
Founding customers: 30% off for your first 12 months and half-price setup. Limited to the first 20 businesses.
Book a walkthroughBest for: Independent contractors and small MEP teams
$49/mo
One-time setup by our team: $399
Best for: Contractors scaling surveys, quotes and jobs
$149/mo
One-time setup by our team: $399
Best for: Multi-site contractors and MEP firms
$299/mo
One-time setup with data migration: $949
Best for: Large contractors and multi-brand groups
Custom
Setup included in your quote
From the first enquiry to WCC closure — configured day one, still fully customizable.