Keep the job, the plant and the money connected.
Connect estimates, approved variations and invoices with the assets and site work behind them. Lucendus helps construction and trade businesses follow the job from the first quote through delivery, servicing and billing.
Small gaps can become expensive at job scale.
Variations lose their trail
Changes agreed on site do not always make it into the billing record. Following the approval and its effect on the job takes time when the information lives in different tools.
Plant history is hard to follow
Equipment moves between sites while usage, servicing and costs are tracked separately. Planning maintenance becomes harder when the current picture is incomplete.
Site and office repeat the work
Inspection records, contractor details and financial information are often re-entered after the field team has already captured them.
Follow the whole job, with the detail attached.
Give site teams, service coordinators and the office a connected record of what was quoted, what changed and what it took to deliver.
An estimate-to-invoice thread
Connect estimates, quotes, approved variations and invoices in one workflow. Keep the commercial history with the job so changes can be reviewed while the work is under way.
Finance that stays connected
Use two-way connections with Xero, Odoo or Holded for customers, invoices and payments. Agree the accounting workflow and data ownership so the office can reduce repeated entry between operational and finance systems.
Plant maintenance based on use
Maintain plant location, hire and cost history alongside servicing records. Schedule preventive work using hours or sensor readings, and connect stores and spares to the jobs that consume them.
Site evidence in the job record
Capture tickets, inspections, test-and-tag records and contractor information on mobile. Attach the details to the relevant job or asset so supervisors and the office can find the same evidence.
A site change needs work, plant and approval.
The team records the change against the job and follows it through the variation workflow before billing.
Site inspections and related work stay with the job, while the plant record holds its own location and service history. Stores issued to the work can be recorded as part of consumption, helping the office understand what went into delivery.
The approved variation remains connected to the invoice workflow and the finance system. Supervisors and the office can review the same commercial and operational history instead of reconstructing the change at the end of the job.
Connect site operations with the accounts office.
Plan finance connections with Xero, Odoo or Holded and plant-data connections through 365mesh sensors or the REST API. Review the required records, approvals and sync behaviour against your existing accounting process before extending the workflow across jobs.
Start with a workflow your team knows.
Choose a representative job
Start with a job that includes estimating, site changes and plant use. Identify where information is re-entered or handed between teams.
Connect delivery and billing
Import the relevant plant and job records, define variation approvals and map the finance connection and site forms.
Review the full job history
Follow a job through to invoicing, then use the team's findings to refine the workflow before bringing more projects on board.
Walk through a job from quote to invoice.
Bring a typical estimate, variation and plant-servicing workflow. We can show how those records fit together in Lucendus.