Codeblix construction management software
Your construction capability catalogue.
180 capabilities across 15 areas, connecting estimating, BOQs, purchasing, site records, project accounting and commercial reporting.
Choose the modules, projects, permissions, accounting setup and import scope for your business with Codeblix. The guide illustrates the main project cycle; this catalogue covers the wider application.
180 capabilities
Area 01 · 12 capabilities
Company setup, people and approvals
Give each person the right workspace and put company controls in place before the first purchase.
Company profile and business details
Keep the business name, registration details, address and contact information together.
Company branding
Apply company appearance and branding to purchasing documents.
Guided setup checklist
Follow the construction setup checklist and see which company tasks remain.
Team invitations
Invite colleagues into the company workspace and manage invitation status.
Role permissions
Give quantity surveyors, site staff, procurement and accounts appropriate access.
Assigned project access
Limit a team member to the construction projects assigned to them.
Cost visibility controls
Separate access to site quantities from access to commercial costs.
Document approval policies
Configure review requirements for document types.
Approval value limits
Route higher-value work through the configured approval limits.
One-person approval option
Allow an authorised person to prepare and approve when company policy permits.
Document numbering
Choose document prefixes and maintain consistent numbering for orders and receipts.
Departments and delivery locations
Maintain the company departments and delivery destinations used in purchasing.
Area 02 · 12 capabilities
Projects, sites and work structure
Connect the commercial job, the physical site and the people doing the work.
Project register
Keep current projects in a searchable construction project register.
Contract values and budgets
Record the commercial contract value and the approved project budget.
Project dates and status
Maintain start dates, target completion dates and project status.
Client and site details
Associate the customer and physical site with the correct project.
Multiple project sites
Track separate delivery and stock locations within a project.
Building levels and floors
Organise the BOQ and buying requirements by building level.
Trade and work sections
Arrange project items into work sections that match the job.
Project cloning
Reuse a suitable project's structure through the cloning workflow.
Project notes
Keep operational notes on the project instead of in separate spreadsheets.
Project document library
Attach and retrieve the documents associated with a construction job.
Project activity history
Review the recorded history of changes and actions for a project.
Project archive and restore
Archive a completed or inactive project and restore it when needed.
Area 03 · 12 capabilities
Resources, schedule of rates and estimating
Build prices from the resources your company buys and uses, with reviewable rate history.
Construction resource library
Maintain reusable labour, material, plant and subcontract resources.
Resource units and costs
Keep each resource's quantity unit and company cost with its record.
Reference and company prices
Compare reference price information with the company prices used in estimating.
Schedule of rates hierarchy
Organise work rates into chapters, sections and individual items.
Detailed rate build-ups
Build work rates from typed resource components and quantities.
Material waste factors
Include the configured waste allowance when building a material rate.
Labour and plant components
Include labour hours and plant usage in the direct cost build-up.
Transport and small tools
Add transport and tool components to a rate build-up.
Overheads and profit
Apply the configured overhead and profit calculations to selling rates.
Rate review and approval
Review and approve rate revisions before their controlled use.
Rate revision history
Keep the earlier rate revisions available for review and comparison.
Reusable rate templates
Create and revise templates, then clone an appropriate version into a project.
Area 04 · 12 capabilities
BOQ software, imports and quantity breakdowns
Move from client quantities to a structured, traceable bill of quantities.
Bill of quantities creation
Create a project's BOQ and maintain its item codes and descriptions.
Excel BOQ import
Bring spreadsheet quantities into the BOQ import review.
Import column matching
Map source columns to item codes, descriptions, units, quantities and rates.
BOQ import preview
Inspect imported rows and resolve issues before committing the result.
Section headings and totals
Keep the bill hierarchy and section totals visible alongside item amounts.
Level and trade views
Review quantities through the project's building levels and work sections.
Quantity and rate calculations
Calculate BOQ amounts from reviewed quantities and applicable rates.
Missing-rate checks
Find items that still need a usable rate or other required information.
BOQ item build-up review
Review the cost build-up linked to a BOQ item's rate.
Resource and code roll-ups
Review consolidated resource requirements and repeated item-code totals.
BOQ PDF and spreadsheet exports
Produce the client or internal BOQ output for review.
BOQ revision history
Retain the earlier versions instead of overwriting an approved bill.
Area 05 · 12 capabilities
Budgets, allowances and variations
Keep approved allowances separate from proposed changes and current commitments.
BOQ budget approval
Review and approve the BOQ so its quantities can control purchasing.
Approved budget baselines
Keep a dated approved baseline for budget and cost comparisons.
Item and material allowances
Track the approved allowance against the relevant project cost item.
Ordered and remaining quantities
Compare the approved allowance with ordered and remaining quantities.
Over-allowance request checks
Flag or stop requests that exceed the approved allowance.
Requests for extra allowance
Route additional-quantity requests into the appropriate review workflow.
Construction variation register
Keep proposed changes and their project references in one register.
Variation review and approval
Review the commercial effect before applying an approved variation.
Variation evidence and history
Retain the reason, supporting documents and recorded decisions behind changes.
Internal project budgets
Maintain the internal cost budget separately from the client-facing bill.
Budget version comparisons
Compare budget versions and identify what changed.
Forecast cost scenarios
Review alternative cost proposals without silently replacing the approved baseline.
Area 06 · 12 capabilities
Purchase requisitions, orders and procurement
Take a site need through approval and into an order with a traceable project and BOQ link.
Site purchase requisitions
Raise material requirements against a project and relevant cost item.
BOQ-linked procurement
Keep the approved BOQ or allowance link with the purchase requirement.
Required delivery dates
Record when materials are needed so purchasing can plan the delivery.
Requisition approval
Review site requests before they become purchasing commitments.
Orders from approved requests
Bring authorised requisition lines into a purchase order.
Supplier selection
Choose the supplier and review supplier-related purchasing information.
Purchase order creation
Maintain supplier, item, quantity, price and delivery information on the order.
Order tax and totals
Apply the configured tax treatment and review order totals.
Above-budget rate warnings
Identify order prices above the linked budget rate before approval.
Purchase order approval
Approve the order using the company's permission and review rules.
Purchase order PDFs and delivery QR
Download the order document and use its delivery reference.
Open and late purchase orders
Track outstanding orders and deliveries that need follow-up.
Area 07 · 12 capabilities
Goods receiving, site stock and transfers
Record what reached site, what was accepted, and where materials went next.
Goods received notes
Record deliveries against the purchasing source.
Order QR delivery lookup
Use the order reference or QR flow to locate the delivery.
Accepted and damaged quantities
Distinguish accepted material from damaged, missing or rejected quantities.
Delivery-note and photo evidence
Keep the delivery reference and supporting evidence with the receipt.
Partial delivery tracking
See delivered quantities and the balance still outstanding on an order.
Goods receipt review
Review and approve receipts before downstream matching and cost recognition.
Project site inventory
Review stock quantities held at the relevant project site.
Central store designation
Maintain a central store and the stock source locations.
Site-to-site material transfers
Follow the request, dispatch and receipt of transferred materials.
Transfer discrepancies and returns
Record disputes or return receipts when transferred quantities differ.
Site stock counts
Open a count, submit the observed quantities and review differences.
Material issues and usage
Track stock issues and the use of materials on the project.
Area 08 · 12 capabilities
Supplier invoices, matching and payments
Match the bill to the actual purchasing evidence, then prepare a controlled supplier payment.
Supplier records and terms
Maintain supplier contact details, configured tax treatment and payment terms.
Receipts ready for invoicing
Find approved receipts waiting for the supplier invoice.
Supplier invoice entry
Capture supplier invoice references, dates and the relevant bill lines.
Three-way invoice matching
Compare the order, accepted receipt and invoice before posting.
Duplicate invoice checks
Identify a repeated supplier invoice reference for review.
Invoice price and quantity checks
Review differences between billed prices or quantities and the source records.
Bills without a purchase order
Record a direct bill with the right account and project reference.
Supplier bill posting preview
Inspect the accounts and project cost effect before posting the bill.
Supplier balances and ageing
Review what remains payable and when supplier balances fall due.
Supplier payment preparation
Select the supplier invoices and money account for the proposed payment.
Configured withholding tax
Apply the supplier and payment's configured withholding treatment for review.
Payment approval and status
Follow approval and recorded settlement status with the related audit history.
Area 09 · 12 capabilities
Construction accounting, bank and journals
Keep the accounting entry connected to the project and the document that created it.
Chart of accounts
Use a structured chart for assets, liabilities, revenue and construction costs.
Chart of accounts import
Review and import the account structure while preserving source codes.
Automatic posting account roles
Map the bank, payables, tax and other control roles used by postings.
Tax code configuration
Maintain the tax codes and effective settings appropriate to the business.
Financial periods and close controls
Use period controls when reviewing and posting financial activity.
Project-linked accounting entries
Keep the project dimension associated with cost postings.
Bank and cashbook movements
Review the recorded movements on the relevant money account.
Bank statement imports
Preview and import statement data for reconciliation.
Bank reconciliation matching
Match statement lines with recorded entries and investigate differences.
Spend and receive money
Record money movements that do not begin with an invoice.
Manual journals and reversals
Create authorised journals and correct posted history through reversing entries.
Project cost reallocations
Move a cost attribution through a documented review and correction flow.
Area 10 · 12 capabilities
Progress claims, certificates and retention
Maintain the measured work, certification and retention trail for the client-facing contract.
Client progress claims
Prepare claims for the work measured and submitted under the project.
Claim measurements
Record quantity measurements and their source references.
Additional claim items
Bring new work items into the claim review workflow.
Claim supporting evidence
Attach the evidence used to support a progress claim.
Claim submission and review
Submit, return or approve the claim using the relevant permissions.
Client claim PDF and Excel
Produce the client-facing claim documents.
Progress certificates
Record certified work and retain the certificate's project and period context.
Retention policies
Maintain the agreed retention settings for the contract workflow.
Client retention releases
Record and review the release of retained client amounts.
Certificate documents
Generate the certificate PDF and retain its references.
Certificate-to-invoice workflow
Use the review flow to issue an invoice from the certificate source.
Client commercial position
Compare claims, certificates, retention and related recorded balances.
Area 11 · 12 capabilities
Subcontract agreements and commercial review
Keep subcontract commitments, variations, claims and certified work connected.
Subcontract register
Keep each subcontract agreement linked to its project and supplier.
Subcontract scope and values
Maintain the agreement scope, reference and commercial amounts.
Subcontract approval
Approve the agreement revision before controlled use.
Subcontract variations
Record and review changes to the subcontract scope or value.
Subcontractor claims
Prepare the subcontract claim from its source context.
Subcontract claim review
Submit and review subcontractor claims with a recorded decision trail.
Subcontract certificates
Maintain the certification of subcontractor work.
Subcontract certificate approval
Review and approve the certificate revision.
Subcontract revision history
Retain superseded agreement and certificate information for review.
Subcontract evidence links
Keep documents and references with the commercial record they support.
Subcontract performance view
Review the agreement, claim and certificate performance position.
Subcontract reports and exports
Produce the available subcontract reports in export formats.
Area 12 · 12 capabilities
Site diaries, RFIs, quality and coordination
Keep daily evidence and open site questions with the project.
Construction site diaries
Maintain the daily site record within the project.
Daily site report PDFs
Review and export the daily diary report.
Site photo timeline
Find project photos by their recorded time and context.
Site diary review
Submit and review the daily record and its evidence.
Site instructions
Record instructions issued for the work and retain their project context.
RFIs and responses
Track requests for information and the answers recorded against them.
Construction submittals
Maintain the submission record and the material or work it concerns.
Submittal review decisions
Record the review outcome and history for a submittal.
Quality inspections
Keep the inspection record with the relevant construction project.
Defect and snag tracking
Record defects and follow the resolution workflow.
Meeting minutes and actions
Keep meeting records and link their actions to tasks.
Project closeout checklist
Track the project records and open items needed at closeout.
Area 13 · 12 capabilities
Programmes, progress, equipment and site work
Compare the plan with recorded progress and the resources used on site.
Construction work packages
Organise related project work into work packages.
Construction programmes
Maintain the project programme and its planning context.
Programme milestones
Record the milestone structure used to track the programme.
Milestone progress updates
Record progress against the appropriate project milestone.
Programme variance
Review the comparison between programme dates and progress.
Programme task links
Associate tasks and their source context with the construction programme.
Site plant usage logs
Record plant usage on the appropriate project site.
Plant log corrections
Retain the recorded corrections and history behind a site plant entry.
Project equipment records
Maintain construction equipment details and their project context.
Equipment issue and return
Follow the issue and return workflow for equipment.
Physical work measurements
Record and review measurements of physical work.
Construction daywork records
Maintain the daywork entry, review and evidence flow.
Area 14 · 12 capabilities
Job costing, forecasts and management reports
Answer practical questions about the budget, buying, supplier balances and recorded project results.
Budget versus actual purchases
Compare approved quantities and rates with the purchasing actuals.
Budget, committed and actual costs
Review approved budget, commitments and recorded project costs together.
Certified work versus expenses
Compare recorded certified work with project expenses.
Orders above budget rates report
Find purchasing rates that exceed the relevant budget rate.
Ordered, delivered and outstanding report
See which quantities were ordered, accepted and remain to arrive.
Materials by level and usage reports
Review the materials required or used by project and building level.
Received not invoiced report
Find receipts that have not yet been matched to a supplier invoice.
Invoice matching exceptions report
Review differences across orders, receipts and supplier bills.
Multi-project purchasing view
Review the purchasing position across the company's projects.
Project final-cost outlook
Review the forecast position against approved cost information.
Trial balance, ledger and statements
Open the connected Accounting reports for trial balance, ledger, profit and loss and balance sheet.
Filtered report exports
Filter the reports by project or period and export available PDF, CSV or Excel output.
Area 15 · 12 capabilities
Imports, source review and document traceability
Bring existing records into the system through a reviewable import process.
Import register and status
Find construction imports and review their processing status.
Spreadsheet inspection
Inspect the workbook and source layout before importing.
Planning import template
Use the provided template for construction planning data.
PDF and image BOQ intake
Submit PDF or image sources to the configured extraction workflow.
Configured AI-assisted extraction
When enabled, extract BOQ candidates from document sources for human review.
Source-page and row references
Retain the page, sheet or row reference behind imported candidates.
Import warnings and exceptions
Review the warnings and fields that require a decision before committing data.
Imported rate-reference selection
Select the appropriate rate reference for imported rows.
Imported material mapping
Review how imported materials map to the construction catalogue.
Import review decisions
Keep reviewed choices with the import instead of silently accepting every extracted value.
Import commit and cancel
Commit reviewed import data or cancel the draft workflow.
BOQ export audit trail
Retain the export references and history for the BOQ output.
Build the right setup for your projects.
Bring a sample BOQ, your purchasing flow, number of projects and reporting requirements. We will review the relevant modules and prepare your implementation scope.
Book your construction demonstration