Trades & construction
ERP for trades and construction, from quote to paid invoice
For businesses that carry out jobs on site. Quote, job, hours and invoice are linked so every hour worked gets billed. The AI Steward follows up on missing time and checks every invoice before it goes out.
Where trade businesses leave money on the table
Quotes in Word
Every quote starts from an old template. Whether it was accepted sits in an email.
Hours on paper
Time sheets reach the office late or never. What is missing is not billed.
Billing at the weekend
Collecting hours, writing invoices and chasing open items eats the evenings.
Material ordered when it runs out
Whether there is enough in stock shows up on site.
How a job runs in relyd
From first customer contact to paid invoice in one system.
Create the quote and have it signed
The quote comes from customer and lines and goes out for digital signature. Accepted quotes become jobs without entering anything again.
- Quotes with your lines and prices
- Digital signature by the customer
- Customer, contacts and history in the CRM
Plan the job
Every job is a project with tasks, owners and deadlines. The planner shows who works on what in which week.
- Tasks with owner and deadline
- Planner for the team's week
- Notes and files on the job
Log hours per job
Time is logged per job and task and confirmed in the evening with the daily closure. If a closure is missing, the AI Steward follows up.
- Time tracking per task and job
- Daily closure with a note
- Budget versus actuals during the job
Material in stock and from suppliers
Stock is kept in the warehouse. When an item reaches its reorder level, a purchase proposal for the supplier is ready.
- Stock and goods receipt
- Purchase orders to suppliers
- Purchase proposal at reorder level
Bill, send, follow the payment
Open work per job becomes a draft invoice. After your approval the invoice goes out, payments and reminders run in the same system.
- Draft invoice from logged hours
- QR invoice, reminder and dunning
- Match bank payments via camt import
What the AI Steward takes over
Every workflow starts manually or with your approval and only runs on its own once it has proven itself. Every step is logged.
Daily closure missing
From 5 pm, reminds people with planned work who have not closed their day, with a draft note.
Project overdue
Asks the project manager of projects past their end date for a new date or the reason, with the progress so far.
Weekly review
Every week, sends the project manager what was done, what is open or blocked and what is due next.
Reorder
Proposes a draft purchase suggestion for active products at or below their reorder level. Again after 7 days at the earliest.
Check invoice before sending
Checks new invoices for tax, address, payment terms, QR reference and possible double invoicing before they go out.
Payment reminder
Checks invoices that are overdue for 10 days and still open: writes a friendly reminder or proposes the next dunning notice. Dunning notices always wait for your approval. Looks at each invoice again after 14 days at the earliest.
Modules for trades and construction
Frequently asked questions
- How do hours get onto the invoice?
- Logged time becomes billable work on the job. “Bill projects” turns it into a draft invoice that you check and send.
- Can customers sign quotes digitally?
- Yes. The quote goes to the customer by link and is signed there.
- Is existing data taken over?
- Yes. Customers, items and open invoices from Excel or your current system are part of the setup.
- Where is the data stored?
- The data is stored in European data centres.
Test relyd with your own jobs
14 days free, no credit card. In a demo we show relyd on your own process.