What commercial records include
Commercial records are the evidence behind money moving through a job. They include quotes, estimates, purchase orders, supplier invoices, labour costs, variations, client approvals and final invoices.
Records to keep
- Quote and scope basis
- Accepted price and exclusions
- Purchase orders and supplier documents
- Labour, stock and material cost records
- Variations, approvals and evidence
- Invoice references and payment notes
- Handover or completion evidence linked to the charge
Keep the trail explainable
The best commercial record answers a simple question: why was this amount charged or paid? Keep documents, evidence and approvals linked to the job instead of scattered across email.
Zektrx connects Construction Commercial Management Software, Construction Quotation Software and Construction Invoice Software.
Next step
Add purchasing control with Construction Procurement Software, download the Contractor Setup Pack, or start a ยฃ5 for 14 days trial.
Related Zektrx workflow
More ways to use this commercial guide.
Put it into practice
Turn this guide into a working Zektrx workflow.
Start with the ยฃ5 for 14 days trial, then connect RAMS, jobs, stock, documents, records and reporting in one place.