Project, quote and finance management for construction companies
Every site is its own job, its own budget and its own payment schedule. CoSuite brings projects, quotes, invoices and expenses into one account, so you can see which job is making money and which one is tying up cash without stitching spreadsheets together.
The everyday problems of construction and contracting
Work happens on site, while records are kept, or not, back at the office. The wider that gap gets, the later you spot budget overruns, the less your invoices match your quotes and the longer payments wait.
- No single view of the stages and owners of several projects running at once
- Comparing a project budget against actual spending only at month end
- Invoices drifting away from the quote the client actually approved
- Supplier and subcontractor payments tracked separately from receivables
- Cash and bank movements kept in different files, making reconciliation slow
How the projects, quoting and finance modules work together
With Projects and tasks you split each job into stages, assign tasks to the team and set a project budget. The kanban view shows at a glance which work is waiting at which stage.
In Quotes and e-Invoicing you prepare a PDF quote and, once it is approved, turn it into an invoice in one click. In Turkey, e-Invoices and e-Archive documents go straight to the tax authority, and collection tracking stays on the same screen.
Expenses, cash and bank brings expenses, payables, cash and bank accounts together. Supplier ledgers, reconciliation and a cash-flow forecast let you see in advance whether the money will last through the coming weeks.
One flow from quote to payment
The modules know each other: an approved quote becomes an invoice and the invoice becomes a collection to follow up. Because expenses and project budgets sit in the same account, you read the real state of a job without merging separate reports.
Reports is included in every plan. Profitability and cash-flow reports show which projects earn and which fall short, and you can export the data whenever you need it.
How to get started
At signup, choose your business type and the Construction sector: the recommended modules arrive pre-selected, and you can remove or add any of them. The sector setup brings ready-made expense categories, quote and message templates. The first 14 days are free and no card is required. With more than 200 employees, we work out pricing and setup with you.
Recommended modules
Pick this industry and these modules come pre-selected; remove what you don't need, add what you do.
Can I track several projects at the same time?
Yes. In Projects and tasks each project keeps its own stages, tasks and budget, and the kanban view lets you follow all of them on one screen.
Do I need to re-enter data when a quote becomes an invoice?
No. An approved quote turns into an invoice in one click. In Turkey you send e-Invoices and e-Archive documents straight to the tax authority, then follow the payment from the same place.
Where do I track supplier and subcontractor payments?
Expenses, cash and bank keeps supplier ledgers. You see expenses, payables and bank accounts together and reconcile them, while the cash-flow forecast takes upcoming payments into account.
What can my site team see?
You decide who sees what. Start with ready-made roles and grant individual permissions; seeing balances or exporting data, for example, are separate permissions.
When you're ready, so are we.
Join early access and we'll set things up together.