Organize the project
Keep job records and field information together in Projects & Field.
BUILT AROUND YOUR WORK / General contractors
Keep the job, the subs and the billing connected.
For general contractors, the work crosses company lines every day. BDO brings project information, purchasing and billing into a shared company workspace so the office can follow what is happening on the job.
Explore the sample workflow without signing up. The General Contractor package is $395/month per company with every tool included.
A CONNECTED WORKFLOW
From awarded contract to monthly billing
Start with the job and contract records. Coordinate field work, record purchasing commitments, and review the costs behind the job. When billing time comes, use the contract and schedule of values to prepare progress billing instead of rebuilding the picture from separate files.
Follow commitments
Use Purchasing to organize purchase orders and vendor information before the bill arrives.
Prepare progress billing
Use Customer Billing for contracts and schedules of values, including retainage workflows.
INSIDE BDO
Contracts & SOV, with sample company records.
YOUR PACKAGE
General Contractor · $395/month.
Commercial and multi-trade general contractors running subs, contracts and progress billing. Subcontractor coordination, contracts and schedules of values, purchase commitments and job cost.
Workflows to start with for general contractors:
- Projects & Field
- Purchasing
- Customer Billing
Every contractor package includes Sales & Precon, Projects & Field, Fleet & Equipment, Dispatch & Crew, Purchasing, Cost & Finance, Customer Billing, Customers and People & Safety. Trucking is its own package. One Admin Command Center is included per owner, with one administrator and 10 team users per company. Extra blocks of 10 team users are $95/month and extra 100 GB storage blocks are $25/month.
See package pricing →SAFETY & INSURANCE RECORDS
Have the supporting records ready when they are needed.
Explore People & Safety for crew and compliance records, and BDO’s insurance certificate tracking for policy dates, renewal history and missing evidence. Date-based insurance packets gather the matching certificates, policy register and coverage-gap report for review.
Packets use the records saved in BDO; they do not verify coverage with an insurer or guarantee an audit result. Confirm package access and setup for your company during the walkthrough.
See insurance tracking details →BEFORE YOU CHOOSE
Questions about your workflow.
Can BDO support cost-plus and fixed-price work?
BDO supports contract and billing workflows for both. Use the walkthrough to review your contract structure, schedule of values and accounting handoff before choosing your package.
How does BDO work with QuickBooks?
BDO prepares approved records for QuickBooks Online or QuickBooks Desktop through Web Connector. Supported transfers are confirmed during onboarding, tested and activated with your approval. BDO does not replace your accounting software.
Can I see the workflow before signing up?
Yes. The website’s interactive demo uses a fictional company and clears changes when you reload or reset it. For a review of your own process, request a walkthrough with Craig.