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EVOR for Contracting

Your workspace starts with the Contracting template: stages, roles, checklists, approvals and documents set up for how your work actually runs.

The Contracting workflow, connected

  1. Opportunity
  2. Estimate or BOQ
  3. Project
  4. Procurement
  5. Site progress
  6. Variation
  7. Milestone
  8. Invoice
  9. Collection

What usually goes wrong

  • Variations are agreed verbally and never billed
  • Procurement is not tied to the project budget
  • Progress billing is assembled in Excel
  • Profitability is known only at the end

A real example, end to end

Fit-out project: BOQ, milestones, two approved variations, POs against budget, progress invoices.

Project profitability

What a manager in Contracting opens first in the morning.

Fit-out, Marina Tower lobbyEVOR Projects
MilestoneDueBillingStatus
Mobilisation and survey15 Sep10%Invoiced
Door frames installed05 Oct30%In progress
Operators and testing25 Oct40%Pending
Handover05 Nov20%Pending

Illustration using demo data from a fictional company.

What the template sets up for you

Everything below is configuration. Change it in settings as your business grows.

Roles

Administrator, Management, Sales Manager, Sales Executive, Project Manager, Operations Manager, Supervisor, Accounts Manager, Accountant, Store and Purchase Officer, HR / Admin, Read-only Auditor.

Pipeline stages

Qualification → Site inspection → Estimate / BOQ → Negotiation → Won.

Checklists

Site safety check, Completion check.

Approvals

Quotation above AED 50,000; Quotation discount above 10%; Purchase order above AED 10,000; Any credit note.

Automations

Follow up quiet quotations; Renewal opportunity for expiring AMC; Tell finance a job is ready to bill.

Documents

Quotation, tax invoice, work order, JCR, handover, AMC agreement and purchase order — numbered and branded.

Questions from Contracting companies

Can I change the template after signing up?
Yes. Stages, roles, checklists, approvals and document templates are all editable in settings. Your workspace stays on the template version it started with until you choose to upgrade.
Do I have to use every module listed?
No. The template recommends modules; you can switch any of them off during signup or later, within your plan.
Can we import our existing customers and sites?
Yes, from CSV with a preview of every error before anything is saved.

Start with the Contracting template.

Start with the template for your industry. Invite your team when you are ready.