Project delivery
Track milestones, dependencies and delivery follow-up on active projects.
For construction contractors, builders and specialist trades
CRM for construction & contractors
Track tenders from scope to outcome, record project changes for review, and handle defects and variations with clear owners.
Tender identified3Tender responseA$1,850 · JLVariation enquiryA$2,400 · JL
Scope review2Project change reviewA$4,200 · SRTender responseA$640 · SR
Pricing and supplier review1Defect reportA$960 · AK
Submission prepared3Site access requestA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Keep tenders, project follow-ups and supplier coordination connected.
Tender deadlines get missed
Pricing and supplier quotes come together the night before.
Variations are agreed on site and forgotten
Changes aren’t recorded until the final invoice dispute.
Defects drag on
Clients report defects and hear nothing back.
How it works for construction & contractors
A typical week with the Construction & contractors setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: client contacts, clients or sites and tenders or projects. Each new tender or project has room for project code, project type, tender close date and trade package. There are also fields for required-on-site date and supplier role on clients or sites.Tenders or projects move through your pipeline
- Tender identified
- Scope review
- Pricing and supplier review
- Submission prepared
- Outcome recorded
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the tender or project.Client contacts ask for help
- Defect reportA client or owner reports a defect in completed work.High priority
- Site access requestRequests to arrange or change access to a site.Normal
- Variation enquiryA client asks about changing scope. Approval stays with the contract.Normal
Reply in a click
Ready-made replies come with it: “Request received” and “Defect rectified”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new client contact. Create a next-day task linked to the new client contact.
- Qualify every new client contact enquiry. Create an immediate high-priority task linked to the new client contact enquiry and notify the team.
Watch · 22 seconds
NovaSoft One for construction & contractors, in 22 seconds
The clutter, the setup in your words and one tool that suits construction & contractors, in a short animated film.
What happens in the film
Sticky notes pile up: “Tender due 30th”, “Steel price?”, “Drawings rev C”. NovaSoft One renames its records to Client contacts, Clients or sites and Tenders or projects and sets up the stages Tender identified, Scope review and Pricing and supplier review, and the clinic fit-out tender moves along the board. Then it introduces secure documents: drawings stay with the right tender. Secure documents are on Starter and above.
Animated with fictional businesses. Music, with captions in the picture.
A worked example
From first contact to finished work
A tender is Tender identified with its project code and close date. It moves through Scope review and Pricing and supplier review, with trade packages and required-on-site dates, to Submission prepared and Outcome recorded. During the job, a client’s Variation enquiry and later a Defect report are tracked with owners. Project changes are recorded for review with a revision reference.
What the starting point sets up
Choose Construction & contractors when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Procurement coordination
Follow purchase requests, orders and receipts alongside project work.
Decision follow-up
Use tasks and saved views to keep upcoming reviews visible.
- Your records are called
- Client contacts, Clients or sites and Tenders or projects
- Pipeline stages
- Tender identified → Scope review → Pricing and supplier review → Submission prepared → Outcome recorded
- Extra fields
- Project code (tender or project), Project type (tender or project), Tender close date (tender or project), Trade package (tender or project), Required-on-site date (client or site), Supplier role (client or site)
- Project changes register
- Review status, Revision reference, Review due date to verify, Decision reference
- Request types
- Defect report, Site access request, Variation enquiry
- Ready-made replies
- Request received, Defect rectified
- Automations
- Follow up with a new client contact; Qualify every new client contact enquiry
Questions about NovaSoft One for construction & contractors
Still unsure? Read every question or start free and look around.
Does it approve variations or RFIs?
No. It records project changes for review and decision by your team. It isn’t a formal RFI or change-authorisation system.
Can I track tender close dates?
Yes. Tenders have a Tender close date field and you can filter by it.
Can clients report defects?
Yes, on Starter and above, through the customer portal with photos attached.
Can I change what the construction & contractors setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Not a formal RFI/change authorisation, construction scheduling or site-safety system. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for construction & contractors.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.