Sage Intacct Construction workflow map

• Field Operations (46 workflows): Daily logs, manpower, equipment, deliveries and photos captured on the jobsite every working day.

• Finance & Accounting (60 workflows): Payables, receivables, job cost posting, billing and the monthly close for every job and entity.

• Project Management & Document Control (38 workflows): RFIs, submittals, drawings, meeting minutes and the document trail that keeps a project moving.

• Business Development & Estimating (34 workflows): Bid invitations, takeoffs, estimates and proposals that decide which work the company wins.

• Service, Warranty & Small Jobs (21 workflows): Service calls, warranty claims and small jobs that need fast dispatch, tickets and billing.

• Payroll, HR & Labor Compliance (38 workflows): Timecards, union and certified payroll, onboarding and the labor rules each job carries.

• Contracts, Procurement & Subcontracts (35 workflows): Subcontracts, purchase orders, compliance documents, pay applications and lien waivers.

• Project Controls & Cost (39 workflows): Budgets, forecasts, cost-to-complete, change orders and WIP that show where each job stands.

• Equipment, Fleet & Yard (26 workflows): Equipment usage, maintenance, charge-out rates, fuel and yard inventory for owned and rented fleet.

• Safety, Risk & Compliance (25 workflows): Inspections, incidents, insurance certificates and the safety records owners and regulators ask for.

• Closeout & Handover (27 workflows): Punch lists, final waivers, retainage release, warranties and turnover documents at job end.

• Master Data, IT & Analytics (25 workflows): Vendors, cost codes, users, system setup and the reports everyone else relies on.

• Executive & Strategy (15 workflows): Board reporting, backlog, bonding and the company-level numbers leadership reviews.

• Preconstruction & Project Setup (29 workflows): Job creation, budgets, schedules of values and setup across systems before work starts.

No matches.