CRM – Construction -Offline

Description

1. Project Management

Create and maintain multiple construction projects with:

• Project name and ID
• Client details
• Project location
• Start and completion dates
• Project manager
• Project status
• Contract value
• Notes and remarks

Projects become available as searchable dropdowns throughout the CRM.

2. Construction Material Library

Includes an editable starter library of approximately 697 construction materials covering:

• Cement and binders
• Reinforcement and structural steel
• RMC and concrete materials
• Sand and aggregates
• Bricks, blocks and masonry
• Waterproofing materials
• Plumbing and sanitary materials
• Electrical materials
• Fire-fighting materials
• HVAC and ventilation
• Doors, windows and glass
• Flooring and stone
• Paints and finishes
• Hardware and fasteners
• Formwork and scaffolding
• Safety equipment
• Tools and consumables
• External development and landscaping

Each material can store its item code, category, unit, minimum stock, supplier, default rate and status.

3. Daily Progress Report – DPR

Maintain project-wise daily progress records with:

• Date
• Project
• Location, block or floor
• Work description
• Completed quantity and unit
• Labour count
• Equipment used
• Weather conditions
• Prepared-by details
• Remarks

4. Labour Management

Record labour deployment project-wise and date-wise:

• Contractor
• Work category or trade
• Male skilled workers
• Male helpers
• Female skilled workers
• Female helpers
• Automatic total labour
• Shift
• Supervisor
• Remarks

The dashboard and reports calculate labour totals automatically.

5. Attendance Management

Maintain individual worker attendance with:

• Worker ID and name
• Project
• Contractor
• Trade
• In and out time
• Attendance status
• Overtime hours
• Remarks

Attendance options include Present, Absent, Half Day, Leave, Weekly Off, Holiday, Site Duty and Night Shift.

6. Site Expense Management

Record all project expenses, including:

• Material
• Labour
• Machinery
• Transport
• Fuel
• Food
• Petty cash
• Office expenses
• Repairs
• Other expenses

Each record can include vendor, description, amount, payment mode, bill number, approver and remarks.

7. Contractor Bills

Maintain contractor and subcontractor bills with:

• Project and contractor
• Work package
• Gross amount
• Retention percentage
• Automatic retention amount
• Advance or recovery
• Automatic net payable
• Paid amount
• Automatic outstanding balance
• Bill status
• Remarks

8. Material Inward Management

Record materials received at the site:

• Project and date
• Material item
• Supplier
• Challan or invoice
• Quantity and unit
• Rate and automatic amount
• Store location
• Received by
• Remarks

Direct Consumption Option

If a portion of newly received material is consumed immediately, tick Direct Consumption and enter the consumed quantity.

The CRM automatically creates a linked Material Consumed record and deducts the quantity from the available balance.

9. Material Outward Management

Record material issued or transferred outside the project store:

• Project and date
• Material item
• Destination
• Issued to
• Quantity
• Purpose
• Gate-pass details
• Remarks

The outward quantity cannot exceed available project stock.

10. Material Consumption

Record project materials used in construction:

• Material item
• Work location
• Work activity
• Quantity consumed
• Entered by
• Remarks

The consumed quantity is automatically deducted from the project stock balance.

11. Material Waste Management

Record material wastage with:

• Waste type
• Reason
• Wasted quantity
• Recoverable quantity
• Approved by
• Remarks

Waste types include damage, cutting waste, expiry, spillage, theft/loss and scrap.

12. Automatic Material Stock Logic

Stock is calculated project-wise and material-wise:

Available Stock = Inward − Outward − Consumed − Waste

The system prevents outward, consumption or waste entries when sufficient inward stock is unavailable.

Different units such as kg, MT and m³ remain separate to prevent incorrect totals.

13. Rental Material Management

Manage hired and rental materials such as props, scaffolding, MS plates, shuttering plywood, generators and containers.

Records include:

• Vendor
• Material
• Movement type
• Quantity and unit
• Rental type
• Rate
• Start date
• Return-due date
• Actual return date
• Automatic amount
• Current status

14. Machinery Management

Maintain machinery and equipment records:

• Machine ID and name
• Ownership type
• Vendor and operator
• Start and end meter readings
• Automatic working hours
• Fuel quantity
• Running or rental cost
• Breakdown hours
• Machinery status
• Remarks

15. Cube Testing Management

Record concrete casting and cube-test information:

• Casting date
• Project
• Casting location
• Concrete supplier
• Concrete grade
• Casting quantity
• Client sample code
• Supplier sample code
• Laboratory
• Test report number
• Remarks

Automatic Test Dates

The CRM automatically calculates:

• 7-day cube-testing date
• 28-day cube-testing date

Record three cube results for each test age. The average strength is calculated automatically, with Passed, Failed, Pending or Retest Required status.

16. Drawing Records

Maintain a complete project drawing register:

• Drawing discipline
• Drawing number
• Drawing title and details
• Revision number
• Received date
• Received from
• Received through Email, WhatsApp or By Hand
• Received by
• Issued date
• Issued to
• Issue mode
• Issued by
• Drawing status
• Remarks

Drawing categories include Architectural, Structural, Interior, Landscape, Electrical, Plumbing, Fire Fighting, Mechanical, Government Approval and Miscellaneous.

17. Important Events

Record important project events such as:

• Milestones
• Inspections
• Drawing receipts and issues
• Material arrivals
• Concrete casting
• Cube testing
• Delays
• Risks and issues
• Safety matters
• Client or consultant instructions
• Meetings
• Approvals

Each event can include action required, responsible person, target date and status.

18. Multiple-Row Data Entry

All modules support multiple entries in one form.

Users can:

• Keep the project constant
• Keep the date constant
• Add multiple rows
• Review staged entries
• Save all rows together

This makes daily site data entry faster.

19. Dashboard

The simplified dashboard provides:

• Total projects
• Active projects
• Last seven days’ activity
• Labour summary
• Material movement summary
• Material shortage alerts
• Cube-testing alerts
• Project-wise Steel status
• Project-wise RMC status
• Project-wise Sand status
• Project-wise Metal/Aggregate status
• Latest project labour count
• Seven-day activity charts
• Seven-day labour charts

20. Material Shortage Alerts

When minimum stock is configured in the Material Items master, the dashboard identifies project materials falling below the required balance.

Alerts are calculated using actual inward, outward, consumed and waste transactions.

21. Cube-Testing Alerts

The dashboard shows pending cube tests that are:

• Overdue
• Due today
• Due tomorrow
• Due within the next seven days

22. Reports Centre

Generate reports from every CRM module using:

• Module filter
• Project filter
• Date-from and date-to filters
• Keyword search
• Individual filters for every displayed column

Only matching records are displayed.

23. Report Column Controls

Users can independently:

• Show or hide each column
• Apply filters to every column
• Enable or disable totals for individual columns
• Remove totals from rates, percentages, averages or unwanted fields
• Print only the filtered rows and visible columns

24. Saved Reports

Frequently used report configurations can be saved and recalled later.

Saved definitions remember:

• Module
• Project
• Date range
• Keyword
• Column filters
• Hidden columns
• Enabled totals

Filtered report results can also be stored in the Excel workbook.

25. Professional Printing

The Print Report button opens a dedicated print-preview window and starts the Windows printing process.

Users can select:

• Printer
• Page range
• Number of copies
• Paper settings
• PDF printer

Reports use A4 landscape format with repeating column headers.

26. Weekly WhatsApp Report

Generate a copy-ready weekly project report containing selected details:

• Date-wise labour for seven days
• Seven-day labour total
• Cumulative Steel inward, used and balance
• Cumulative RMC inward, used and balance
• Concrete casting quantity
• Cube-testing events falling within the week
• Generated-date footer

Each detail can be included or excluded using checkboxes.

27. WhatsApp Project Update

Generate project updates for:

• Today
• Last three days
• Last seven days
• Current month

Selectable sections include:

• Date-wise labour
• Total labour
• Labour category/trade breakdown
• DPR and work progress
• Important events
• Steel totals
• RMC totals
• Cube-testing events
• Generated-date footer

The project name and reporting period are always included. Select All and Clear All options are provided.

28. WhatsApp Copy Function

The generated message can be copied directly to the Windows clipboard and pasted into the required WhatsApp project group.

29. Searchable Dropdowns

Search-enabled dropdowns are available wherever required, including:

• Projects
• Materials
• Contractors
• Vendors
• Labour trades
• Work categories
• Work packages

30. Date Selection and Protection

All date fields include a visual calendar.

Dates are permanently stored as:

DD-MM-YYYY

This prevents Excel regional settings from changing the date into MM-DD-YYYY during upgrades or imports.

31. Import Old Excel Data

The Import Old Excel / Help menu provides:

• Step-by-step payload copy-and-paste instructions
• Preferred Excel filename
• Direct Excel file selection
• Workbook validation
• Automatic backup before replacement

The previous workbook can be copied to:

New CRM Folder → payload → RQS_Construction_Data.xlsx

Renamed RQS Excel workbooks can also be selected manually.

32. Excel Import and Export

• Import previous CRM data
• Export a portable Excel data file
• Move data to another computer
• Open the working Excel file directly
• Reload the latest Excel changes
• Preserve existing project records during upgrades

33. Automatic Excel Updating

The Excel workbook updates automatically whenever a record is:

• Saved
• Edited
• Deleted
• Imported

All records remain available in a standard .xlsx file.

34. Backup and Recovery

The CRM provides:

• Manual timestamped backups
• Automatic backup before importing
• Automatic backup before migration
• Verified backup before replacing installed data
• Migration rollback when replacement fails
• Separate Backups folder
• Preservation of existing backups during updates and uninstall

35. Fast Old-File Discovery

The installer checks common locations for previous CRM Excel files:

• Setup folder
• Payload folder
• Desktop
• Documents
• Downloads
• OneDrive
• Older temporary package locations

The search is limited for speed and does not scan the entire computer.

36. User Interface

• Large, readable interface
• Google-style dashboard layout
• Centered card-format popup forms
• Collapsible sidebar
• Expandable submenu groups
• Masters, Entries, Reports, Settings and Data sections
• Desktop and Start Menu application icon
• Responsive layout for different screen sizes

37. Display and Accessibility Settings

Users can adjust:

• Text size
• Complete interface scale
• Number of displayed rows
• High-contrast mode

Interface scaling is available from 75% to 700%.

38. Professional Installer

The installer provides:

• Install
• Open CRM
• Update/Repair
• Uninstall
• Find/Select Old Excel
• Version detection
• Protection against accidental downgrade
• Preservation of existing Excel data
• Preservation of backups

Only one main setup file needs to be opened.

39. Offline and Private Operation

• Works without internet
• No cloud server required
• No Python required
• No subscription required
• No external API required
• Project data remains on the user’s computer
• Suitable for locations with unreliable internet

40. System Requirements

• Windows 10 or Windows 11
• 64-bit computer
• Microsoft Excel desktop installed
• Permission to run Windows HTML applications