The work happens on site. The record is kept in the office.
Between the two sit job sheets on paper, photos in a chat group, and invoices typed a second time. The margin on each contract leaks through that gap.
One record, from site to invoice.
The assessment, the quotation, the work on site, and the claim — each attached to the job it belongs to. The office reads what the site did without asking for it again, and the cost of a contract is known while there is still time to act on it.
How a contract runs, from site to office.
One record per contract.
- Job sheets
Completed on a phone at the site, with photos, checklists, and the customer's signature attached.
Zoho FSM - Quotations
Raised from the site assessment, not retyped from it.
Zoho FSM
- Cost
Tracked against budget while the work is running, not discovered at the final account.
Zoho Projects - Buying
Suppliers and subcontractors on purchase orders, with their invoices matched before anything is paid.
Zoho Procurement - Claims & invoices
Site claims approved against policy, and invoices submitted to LHDN from the system that raised them.
Zoho Expense · Zoho Books
What a contractor runs on.
Each contract on a Gantt chart, with dependencies, the critical path, and budget against actual cost while the work is still running.
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Enquiries, tenders, and repeat contracts on one customer record, with the quote, the follow-up, and the service history in one place.
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Assessments, installations, and call-outs as job sheets on the technician’s phone. Photos, checklists, time, and the customer’s signature go on the job, offline when the site has no signal.
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Materials and subcontract work requested, quoted, and ordered. Supplier invoices are matched to the order and the delivery before anything is paid.
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Site claims made from the phone with the receipt attached, checked against policy, and approved before they reach the ledger.
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Quote to invoice on one ledger, with LHDN e-Invoicing built in and no third entry between the job and the accounts.
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Leave, attendance, and timesheets for office and site staff, integrated with the local payroll system you already run.
See the platform →Delivered here already.
An engineering consultancy's overtime, rebuilt to the Employment Act
Seven months of payroll audited for arrears, then overtime split into six Employment Act 1955 categories. Each is its own payslip line, calculated in payroll and posted to Zoho Books.
A new hire, entered once
A custom function creates the payroll record from Zoho People, and an intern’s move to permanent runs as a workflow, with no second entry and no missed step.
An equipment rental company's sales, on one pipeline
Zoho CRM Plus for ten users: a lead-to-deal pipeline with fields specific to the trade, roles, contacts migrated, follow-ups and lead scoring automated, and dashboards the team was trained to read.
A defined first engagement. Then it is held.
Process Automation Sprint
The job sheet, the claim, and the approval everyone chases, mapped as they run today between site and office, and rebuilt.
See the scope →After go-liveCARE
Guaranteed response times and Zoho-certified support, so the people who built the system stay with it after go-live.
See the plans →The e-Invoice pointA deposit is not always a deposit under e-Invoice rules
The advance taken before work starts has its own rule, and refundable and non-refundable deposits are treated differently.
Read it in In the Loop →The site should not have to report twice.
What happens on site reaches the ledger once, so the margin on a contract is known while it can still be protected.
Tell us what you're building.
Start with the job sheet that gets typed twice.
Or chart your position first, on your own →