SprintLedgerIndustry Playbook
Construction & Trades
From bid to final invoice with job-costing clarity at every phase.
Manage estimates, schedules, daily logs, change orders, progress billing, and retainage in one connected workflow built for contractors who need real-time job costing and field-to-office sync.
Construction & Trades core
Construction & Trades workflow command center
From bid to final invoice with job-costing clarity at every phase.Lead & estimate
Contract & schedule-of-values setup
Field work & daily logs
Change order control
Configured Workspace
Construction Command Workspace
Setup connects records, roles, dashboards, notifications, automations, and reports around the way this industry actually moves money and work.
Industry workflow preview
This visual preview is tailored to construction & trades workflows and highlights the controls that reduce billing leakage.
What usually breaks
- ×Job costing is tracked in spreadsheets disconnected from actuals
- ×Change orders are approved in the field but never make it to billing
- ×Retainage held by GCs is forgotten until project closeout
- ×Daily logs, photos, and punch lists live in separate apps
What SprintLedger enforces
- Estimate-to-budget conversion with cost-code tracking
- Progress billing tied to schedule-of-values completion
- Change-order capture with approval routing and auto-invoice lines
- Retainage tracking by project with release-date alerts
- Daily field logs with photo uploads and weather notes
- AI-assisted takeoff from digital plans with auto material lists
- Submittal and RFI tracking with automated routing
- Subcontractor portal with bid-package access and compliance docs
Reference workflow
- 01Lead & estimate
- 02Contract & schedule-of-values setup
- 03Field work & daily logs
- 04Change order control
- 05Progress billing & retainage
- 06Project closeout & final invoice
Core KPIs
- Active projectsLive
- Pending change ordersLive
- Retainage exposureLive
- Job profitability vs. estimateLive
- Days to invoice after completionLive
- Schedule performance index (SPI)Live
- Safety incident rateLive
Connected system
Records, roles, dashboards, and reports stay wired together
Primary records
- Lead
- Bid
- Estimate
- Change Order
- Draw Invoice
- Retainage
Role handoffs
- Estimator creates scope
- PM approves change order
- Finance releases draw
- Client approves packet
Dashboard widgets
- Draw readiness
- Pending change orders
- Retainage exposure
- Project cash collected
Reporting pack
- Job profitability
- Draw cycle time
- CO aging
- Retainage forecast
Automation starters
Tied to notifications and dashboard outcomes
Each automation is tied to a visible notification and dashboard outcome.
- When daily log is submitted, update project completion %
- When change order is approved, create pending invoice line
- When retainage release date hits, alert accounting to invoice
- When project reaches 95% complete, trigger punch-list workflow
- When submittal is overdue, escalate to PM and log delay
- When safety incident is reported, trigger compliance review
Launch your Construction & Trades operating system
Start a workspace with this vertical's templates, or explore the interactive demo first.
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