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Construction Partner
Platform overview

One system for the office, the jobs, and the field

Accounting, job cost, payroll, equipment, purchasing, and service work share one set of books. Dashboards and 84 standard reports read from the same entries, and each user sees only what their role allows.

See it in a demo Pricing
Executive overview: cash position $1,399,208, revenue year to date $6,513,470, AR outstanding $1,273,453, gross profit $977,021, open jobs, open work orders, AP outstanding, monthly revenue, and AR aging
Around every module

Dashboards, reports, an assistant, and permissions

The tools that sit across payables, receivables, jobs, payroll, and the field.

  1. Executive dashboard

    An executive dashboard with cash, revenue, receivables, and WIP

    The executive dashboard has tabs for the overview, cash and financials, jobs and WIP, and divisions, with a glossary for every number. Pick the fiscal year and turn widgets on or off; each user keeps their own layout.

    • Cash by bank account, profit and loss, and cash flow position
    • Monthly revenue, AR aging, and division performance
    • WIP contract summary with over and under billing
    • Fifteen widgets across five tabs, set per user
    Executive dashboard jobs and WIP tab: open jobs, contract billings open, revenue and gross profit, WIP contract summary, and monthly revenue vs COGS vs gross profit
  2. Dashboards

    A home dashboard for each team

    Build dashboards from widgets for AP paid, AR collected, aged invoices, aged billings, account balances, and quick links. Drag widgets into place, and keep a dashboard private, share it with specific users, or share it with the whole company.

    • Several dashboards per user, with one set as home
    • Create, clone, and share dashboards
    • Aged receivables and payables charts by age bucket
    • Quick links to vendors, invoices, customers, and employees
    Home dashboard with AR aged billings and AP aged invoices pie charts and AR collected and AP paid bar charts by month
  3. CP Assistant

    Ask how to do something and get the steps with screenshots

    Ask the CP Assistant how to do a task, like grouping timecard entries by day, and it answers with the steps and screenshots from the Construction Partner help articles. It can also explain the screen you are on and look up jobs, vendors, and work orders.

    • How-to answers for payroll, billing, and job cost with the steps and screenshots
    • Get help with this page, with a summary of the screen
    • Look up and count records such as jobs, vendors, and work orders
    • Read only: the assistant does not change or post your data
    CP Assistant answering how to group timecard entries by day: three steps, then screenshots of the Group by day switch and the grouped entries with daily totals
  4. Users & roles

    Invite users with the roles they need

    Invite a user by email, pick their roles, and link them to an employee record if they log time. Roles are sets of permissions you define, from full company admin to a field employee who only submits timesheets.

    • Give the payroll clerk payroll access and a foreman only timesheets
    • Custom roles with the permissions each team needs
    • Built-in Company Admin, Company User, and Employee roles
    • Several companies under one organization
    Invite user to Construction Partner: select roles such as timesheets, service billing, project manager, operations, job costing, equipment purchasing, accounts receivable, accounts payable, and employee
  5. Easy to work in

    Excel-style entry, shortcuts, import, and export

    Accountants enter invoice, billing, and journal lines in a grid like Excel, paste rows from a spreadsheet, and duplicate the line above. Vendor, customer, and invoice lists import from and export to Excel or CSV, switch between grouped and list views, and print. Ctrl+K opens any page or finds a job, vendor, or employee.

    • Import and export to Excel or CSV on vendors, customers, accounts, invoices, and more
    • Edit invoice, billing, and journal lines in the grid, with copy and paste
    • Grouped or list views on open invoices, billings, and payables, plus bulk delete and print
    • Ctrl+K to open any page or find a vendor, job, or employee, and Ctrl+Enter to save
    Global search for vendor: search vendors, plus pages for vendor 1099s, vendors, vendor history, and add vendorActions menu with export, import, print, and bulk deleteOpen invoices toolbar with the view switcher set to grouped, and list as the other optionRight-click menu in a grid: copy, copy with headers, paste, and duplicate row
  6. Reports

    84 standard reports across the platform

    Each module has its own report set: payroll, general ledger, job costing, receivables, payables, equipment, purchasing, and service. Save report settings as a preset for yourself or the whole company, print to PDF, or export the results to Excel or CSV.

    • Presets saved per user or shared with the company
    • Print aging, job cost, and payroll reports to PDF for your CPA or bank
    • Export tables to Excel or CSV
    • Balance sheets and income statements from layouts you design
    Search reports 84 reports
    Accounting
    • General ledger (14)
    • Accounts payable (10)
    • Accounts receivable (11)
    Operations
    • Payroll (19)
    • Job costing (13)
    • Equipment (7)
    • Purchasing & inventory (6)
    • Service billing (4)

What's inside

Executive dashboard

Cash position, revenue, receivables, WIP, and division results on one screen.

Custom dashboards

Private or shared dashboards built from widgets.

CP Assistant

Ask how to run payroll, post a batch, or bill a job, and get the steps with screenshots.

Global search

Ctrl+K to find jobs, vendors, customers, employees, equipment, and work orders.

Role permissions

Custom roles decide who sees payroll, banking, and job data.

Multiple companies

Add companies to one organization and switch between them.

Report presets

Save the filters for your month-end aging and job cost reports and rerun them in one click.

Excel export

Export lists and reports to Excel or CSV.

Imports

Load vendors, customers, employees, jobs, and invoices from files.

Bank feeds

Connect bank accounts to see balances and transactions.

Activity logs

Change history on banks, payroll settings, timesheets, and more.

File attachments

Attach contracts, invoices, and photos to jobs, vendors, billings, and work orders.

Hosted on AWS in the United States

Your accounting, payroll, and job data is encrypted in transit and at rest, backed up daily, and limited by role for every user.

Request a demo

See it run your kind of work

A 30-minute walkthrough of job cost, payroll, and billing with someone who knows construction accounting.

Request a demo or call 800-395-7474

Coming soon.