Freeze the accepted commercial baseline
Link the approved quote, scope, price basis, programme assumptions and signed change route before project activity creates new evidence.
Workflow blueprint
Accounting software for builders that keeps project evidence intact
A commitment-to-correction bridge for reviewing contract scope, site observations, supplier costs, customer claims and later financial decisions.
Support accountable construction records while excluding automatic job costing, retention certification, work in progress, revenue recognition and tax advice.
TL;DR — Support accountable construction records while excluding automatic job costing, retention certification, work in progress, revenue recognition and tax advice.
Collect site and supplier facts independently
Keep deliveries, supervisor quantity observations, supplier bills and discrepancies as sourced records rather than treating any one item as completed work.
Prepare a reviewable progress claim
Show which accepted lines and approved variations support the draft while named reviewers retain certification and accounting decisions.
Correct with an explicit bridge
Preserve the client query, approved adjustment, revised claim, invoice and receipt without overwriting the contract or original site observation.
Page-specific decision aid
A commitment, progress-claim, cost-evidence and correction bridge
The bridge follows a renovation from accepted quote through one signed variation, delivery record, supervisor observation, supplier bill, draft progress claim, customer query, approved correction, invoice and receipt. Every fact keeps its source and reviewer; progress and cash never rewrite the contract.
- ✓A delivery can support cost evidence without proving installation.
- ✓Observed progress is not an automatic accounting conclusion.
- ✓Customer payment cannot alter the accepted scope.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Contract variations site evidence supplier documents and claims remain separate
- ✓Every amount and quantity points to its source and reviewer
- ✓Corrections create linked versions instead of silent edits
- ✓Job costing certification retention WIP revenue and tax advice excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow