Industry Solution: Construction and Engineering

Profitability per Project: Control of Budgets, Progress and Estimates.

Overseer gives you complete visibility into your project cycle. Compare budget against actuals in real time, control materials in the site warehouse and automate progress billing (estimates).

Overseer ERP project management interface

The Overseer Core: Budget Control and Physical Progress

Turn your Master Budget into the backbone of the financial and operational management of each project.

Budget Rigor

Budget vs. Actual by Project

Centralize all costs (materials, subcontracts, piecework, payroll) and compare them instantly with your baseline budget. Identify deviations before they affect the financial margin of the project.

Site Logistics

On-Site Materials Traceability

Control the receipt and dispatch of materials by project and site warehouse. Avoid shrinkage or unauthorized transfers, ensuring that the correct material is assigned to the corresponding phase.

Agile Collections

Construction Progress and Estimates

Record physical progress in the field. The system allows you to automatically generate construction progress billings for invoicing, applying advance payment amortizations, guarantee funds and statutory withholdings.

Field Mobility

Mobile Control of Field Crews and Piecework

The mobile app allows resident engineers and supervisors to record attendance, incidents and piecework progress directly from the site, feeding the payroll calculation and project costing in real time.

Key Operational Workflows: From Bidding to Project Closeout

Institutional structure to ensure that every site office operates with absolute financial control.

Secure Procurement

Budgets, Requisitions and Subcontracts

The workflow ensures that no order or contract is executed outside the budgeted line items:

  • Master Budget: Structuring by line items, work items, unit prices and materials breakdown.
  • Validated Requisitions: Every on-site materials request is automatically verified against the available balance of the line item.
  • Purchase Orders: Mandatory link to the project number, work front and cost center.
Revenue and Closeout

Physical Progress, Payroll and Progress Billing

Synchronization of field work with corporate treasury:

  • Crew Report: Daily allocation of labor cost directly to the executed work items.
  • Electronic Estimates: Progress validation by supervision and immediate issuance of the Income CFDI.
  • Project Closeout: Settlement of subcontracts, audit of remaining inventory and final income statement by project.

Key Modules for Construction Management

Essential tools to integrate centralized administration with on-site operations.

Site Control

Projects and Budgets

  • Master Budget vs. Actual Control
  • Work Breakdown Structure (WBS)
  • Subcontractor Management and Evaluation
  • Digital Site Logbook and Progress
Logistics

Purchasing and Supplies on Site

  • On-Site Material Requisitions
  • Mobile Site Warehouses
  • Transfers and Shrinkage Control
  • Materials Supplier Management
Revenue

Estimates and Collections

  • Progress Billing (Estimates)
  • Handling of Withholdings and Amortizations
  • Bonds and Guarantee Funds
  • CFDI 4.0 Stamping (timbrado) with Complements
Personnel

Human Resources and Payroll

  • On-Site Attendance Control with Geolocation
  • Piecework Pay and Construction Day Laborers
  • SAT and IMSS Tax-Compliant Payroll Calculation
  • Labor Cost Allocation by Work Item
Treasury

Finance and Cash Flow

  • Projected Cash Flow by Project
  • Travel Expense and Petty Cash Control at the Site Office
  • Contractor Accounts Receivable and Payable
  • Bank Reconciliation
Tax

Construction Accounting

  • Detailed Income Statement by Project
  • Immediate Electronic Accounting
  • Management of Cost Centers and Divisions
  • Direct Connection and SAT Audit

Frequently Asked Questions for Projects and Construction

The system automatically blocks or holds any purchase request or contract that exceeds the financial balance of a budget line item. If an increase is required, a management authorization workflow is triggered in real time.

Yes. When preparing a construction progress billing, the platform allows you to automatically deduct the amortization of the advance payment granted, as well as the agreed percentage for the retention or guarantee fund, issuing the exact tax receipt.

Yes, our mobile app for resident engineers allows hours, piecework and progress to be recorded locally on the mobile device and the information to be synchronized with the central server when connectivity is restored.

Schedule a Demonstration of Overseer Projects

See construction budget control, estimate recording and profitability per project in real time.

Overseer Budget Control Dashboard
Estimates and Construction Progress Screen