Accountancy
Start in the main product view
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Plan work
Contractor Job Planner Software
Contractor job planner software for schedules, trades, resources and site readiness.
Plan jobs, timelines, crews, site work, painting, powder coating, maintenance, principal contractor tasks and operational readiness in Zektrx.
For trade and construction teams that need planning connected to RAMS, workers, stock, site operations, reports and commercial workflows.
Operating system
Live module
Planning workflow3Screens
5Proof points
LiveModule
Operating system
Planning workflow
1
Plan jobs, timelines, calendars, trade tasks, resources and Job Command Centre actions.
2
Connect planning to RAMS readiness, worker evidence, stock, permits and site operations.
3
Use Project Pack, Golden Thread, relationship map and universal timeline to prove handoffs.
4
Support specialist workflows such as painting, powder coating and maintenance.
5
Use reports and actions to keep delivery risks visible.
Quick Answer
What contractors can use this for.
Plan jobs, timelines, crews, site work, painting, powder coating, maintenance, principal contractor tasks and operational readiness in Zektrx.
For trade and construction teams that need planning connected to RAMS, workers, stock, site operations, reports and commercial workflows.
Planning lifecycle: Plan work -> Check readiness -> Assign resources.
Plan jobs, timelines, calendars, trade tasks, resources and Job Command Centre actions.
Planning, compliance and stock are often managed in separate places.
Product Evidence
Screens that show where this work lives.
See the main module, supporting records and wider operating context for this workflow in Zektrx.
1
Accountancy
Plan work
2
Invoices
Check readiness
3
Quotations
Assign resources
Invoices
Keep the supporting record connected
Tie the related records, approvals and evidence back to the same operating context.
Workflow touchpoint
Check readiness
Quotations
Roll the workflow into wider control
Connect the module to reporting, dashboards and the wider contractor operating system.
Workflow touchpoint
Assign resources
Workflow Overview
See how the workflow fits together.
Review the main product area, the steps involved and the checks that support the work, then continue to the most relevant Zektrx capability.
1
Product area
Accountancy
Zektrx accountancy dashboard preview
2
Workflow
5 steps
Planning lifecycle
3
Checks included
5 checks
Planning workflow
4
Explore next
Site Operations Software
Continue into the connected workflow path.
Field Evidence
Real work, connected to the same operating system.
Keep the same operating thread running across site evidence, office decisions, stock movement and handover records, so every team sees the context behind the next action.
Site planning
Give teams a clear route from job setup, RAMS and documents into the work happening on site.
Connected workflow
Plan work
Compliance review
Keep evidence, checks and sign-offs close to the records your office needs to audit.
Connected workflow
Check readiness
Materials control
Connect stock, assets and purchase evidence with the jobs that depend on them.
Connected workflow
Assign resources
Operational Challenge
Built around the work your team needs to control.
Planning, compliance and stock are often managed in separate places.
Teams need to know what is ready before site work begins.
Workshop and site tasks need clearer sequencing.
Quote-to-handover evidence is hard to prove when every module is separate.
Managers need one view of delivery risk and upcoming actions.
Platform Fit
Designed for the workflows contractors need to bring under control.
contractor job planner softwareconstruction job planner softwaretrade job scheduling softwareconstruction planning software for contractorssite work planner software
Planning lifecycle
A workflow your office, workshop and site teams can follow.
Step 1
Plan work
Step 2
Check readiness
Step 3
Assign resources
Step 4
Prove handoffs
Step 5
Report
Trade Examples
Practical examples for trade-specific work.
Fabrication
RAMS, drawings, revisions, manufacturing planning, quality records and O&M handover evidence.
Electrical
Permits, isolations, POWRA checks, toolbox talks, certificates, photos and completion reports.
Joinery
Site fitting plans, installation checks, product data, snagging records and client handover packs.
Scaffold
Trade-specific RAMS prompts, inspection evidence, permits, site reports and operative briefings.
Connected Modules
Connected modules, not isolated pages.
Explore the related Zektrx workflows that connect this process with the wider platform.
Contractor Software
Parent hub for trade businesses connecting jobs, evidence, site teams and admin.
Construction Software
Broad hub for compliance, site operations, documents, stock and commercial workflows.
Solutions
Browse the full Zektrx solution directory by module, workflow and operational challenge.
FAQs
Questions teams ask before switching.
Can Zektrx plan contractor jobs?
Yes. Zektrx includes job planner, timeline, calendar, command-centre and specialist planning workflows.
Can planning link to RAMS readiness?
Yes. Planning can connect to RAMS, worker evidence, stock, permits, site operations, project packs and actions.
Can Zektrx show the Golden Thread from quote to handover?
Yes. Project Pack, universal timeline and linked records help trace quote, job, RAMS, permits, evidence, invoices and O&M handover.
Can specialist trade workflows be planned?
Yes. Zektrx includes workflows for painting, powder coating, maintenance, site work and structural steel operations.