❄️ HVAC & Cleanroom EPC
⚡ Electrical & HT/LT Substations
🔥 Fire-Fighting & Plumbing (PHE)
☀️ Solar & Industrial Turnkey
From Tender Costing & BOQ Amendments to PO, Batch PDI, MDCC, Tally & Site GRN
Engineered by Webdoid Technologies (Bhopal) for MEP & EPC Contractors—Multi-Sheet Costing, R0→R1 BOQ Amendments, Non-BOQ Purchase Requisitions (PR), MDL CAT-1 Gates, L1 Vendor Freeze, 18-Clause PO Studio, Batch Manufacturing Clearance, Tally Connector, SMTP Email Gateway, and 9:00 AM Overdue Escalation Scheduler.
Interactive UI Walkthrough
Every Module Screen — Explained in Complete Detail
Designed with our proprietary Webdoid ERP Dark-Glass Top-Dock Architecture. Explore every screen from Enquiry to Tally Billing below.
MODULE 01 · SINGLE-SCREEN EXECUTION HUB
Live Batch-Wise Project Material Tracker
Track every BOQ item from Purchase Order to Manufacturing Clearance, Factory PDI, MDCC, Invoice Request, and 4-Step Site Receiving on a single screen.
- ◆ Expandable Batch Splitting: One PO line (e.g. 12 Chillers) splits into Batch 1, Batch 1.1 (Balance after partial PDI), and Batch 2.
- ◆ Live Stage Filter Chips: Filter lines by Cleared for Mfg, Readiness Due, ITP/QAP Status, PDI Inspection, MDCC Issued, Invoice Requested, Gate Entry, Store Entry, IMIR, Ready to Pay.
- ◆ Direct Action Triggers: Issue Clearance, Schedule PDI, Upload MDCC, or Request Invoice directly from the row.
W Webdoid ERP · Execution Command Center
Schedule
Purchase Studio
Mfg Clearance
Live Material Tracker
28
BOQ Lines
19
Mfg Cleared
14
PDI Passed
11
MDCC Issued
9
Site GRN Done
| BOQ Item / Batch | PO & Vendor | Ordered / Cleared | ITP & QAP Gate | PDI & TC | MDCC / Site Step |
|---|---|---|---|---|---|
| Centrifugal Water Chiller 450 TR | PO-26/088 · Climaveneta | 4 Nos / 4 Cleared | Cat A · QAP Approved | 2 Split Batches | In Progress |
| ↳ Batch 1 (3 Nos Released) | MCN-041 (10-Oct) | Passed: 2 Nos | PDI Pass · TC Filed | MDCC-019 | ✔ Gate → Store → IMIR → GRN |
| ↳ Batch 1.1 (Balance) (1 No) | Auto-Split Balance | Ready: 22-Oct | Re-Offer PDI | Pending | |
| Smoke Extraction Axial Fan 80,000 CFM | PO-26/092 · Systemair | 16 Nos / 8 Cleared | Cat C · Direct on TC | MTC Uploaded |
MODULE 02 · ESTIMATION, COSTING & SALES ORDER
Multi-Sheet Excel Costing, Interactive Margin Simulator & SOPF Flow
Upload your multi-tab Estimation Excel on the Tender Enquiry. Parse main equipment, child accessories, labour rates, and lumpsum works automatically.
- ◆ Interactive Margin Simulator: Slide or type your target margin % below to see live recalculated Supply & Quote multipliers.
- ◆ 3-Step Won Sales Order Flow: Sales uploads Client PO + SOPF (Sales Order Processing Form) → Director Approves (auto-opens Project) → Accounts Reviews SOPF.
- ◆ Accessory & Lumpsum Tracking: Accessories with material + labour splits travel to the Project PO Desk so nothing is missed.
W Webdoid ERP · Estimation & SOPF Studio
1. Enquiry Info
2. Costing Simulator
3. Vendor Quotes
4. SOPF & Client PO
1.00x
Base Cost Index
1.22x
Simulated Bid Multiplier
+22.0%
Markup on Cost
SOPF Approved
Sales Order Status
| Row Kind | BOQ / Accessory Item | Qty | Material Split | Labour Split | Status |
|---|---|---|---|---|---|
| Main BOQ | 33kV HT Vacuum Circuit Breaker Panel | 6 Nos | Supply BOQ | Erection BOQ | Mapped |
| Accessory | ↳ Numeric Protection Relay & CT/PT Set | 6 Sets | Child Material | Panel Terminations | Linked to PO |
| Lumpsum | Crane Rigging, Testing & Commissioning | 1 Lot | Site Services | Testing Crew | Locked |
MODULE 03 · L1 FREEZE, SAVING & 18-CLAUSE PO
Smart Purchase Order Studio — Saving vs. Estimate & 5-Stage Payment Builder
Compare multi-vendor RFQ quotes, freeze L1 rates item-wise, verify statutory KYC via Accounts, and generate 2-page corporate PO PDFs with 18 standing legal clauses.
- ◆ Live Saving vs. Estimate Box: Shows Management the exact % saved against the Costing Sheet before approving the PO.
- ◆ 5-Stage Payment Terms Builder: Enter % for Advance against PI, Mfg Clearance, Readiness, Dispatch, I&C — auto-computes Balance % and validates
Total ≤ 100%+ PDC Days. - ◆ Dynamic Clause Toggles: Toggle Clause 3 (FOR Destination) and Clause 13 (LD 2%/week max 10%); unticking LD automatically renumbers clauses 1–17 on the PDF!
W Webdoid ERP · Smart PO & Clause Builder
L1 Quote Freeze
Raise PO & 18 Clauses
Accounts KYC Check
10%
1. Advance on PI
15%
2. Mfg Clearance
25%
3. Readiness
40%
4. Dispatch
10% (Auto)
5. Balance I&C (45d PDC)
| Required Clause Control | Configuration on PO | PDF Output Behavior |
|---|---|---|
| Clause 3 · FOR Destination | ☑ Enabled (Default ON) | Prints freight & packing included up to site |
| Clause 13 · Liquidated Damages (LD) | ☑ 2% per week · Max 10% | Editable text; unticking renumbers 18 → 17 clauses |
| Compliance Attachments | ✔ Signed QAP.pdf ✔ Signed TDS.pdf | Linked to PO for QC & Management review |
MODULE 04 · ENGINEERING MDL, QAP & DUAL SCHEDULES
Master Drawing List (MDL), R0/R1/R2 Dual Archive & Schedule Dependencies
Control every Drawing, TDS, and ITP/QAP submission with baseline dates, predecessor dependencies, and client approval categories.
- ◆ 2 PDFs Stored Per Revision: Every revision (
R0, R1, R2) stores both Our Submitted PDF and the Client Commented/Stamped Copy. - ◆ CAT-1 to CAT-4 Gatekeeper: Only CAT-1, CAT-2, and CAT-4 allow Manufacturing Clearance. CAT-3 (Rejected) automatically blocks production and sets a "Resubmit By" deadline.
- ◆ Dual Schedules: Separate Engineering Drawing Schedule and Purchase Line Schedule (with assigned Purchaser per project).
W Webdoid ERP · Engineering MDL & Schedule Matrix
MDL & Revision Register
Drawing Schedule
Purchase Schedule
ITP / QAP Matrix
| MDL Doc No. | Document Title | Rev | Two-Copy Archive | Client Category | Mfg Clearance Gate |
|---|---|---|---|---|---|
| MDL-EL-001 | GA & Schematics for 33kV HT VCB Panel | R1 | Sub.pdf Stamped.pdf | CAT-1 (Approved) | ✅ Cleared for Mfg |
| MDL-EL-002 | 2500 kVA Dry Type Transformer TDS | R2 | Sub.pdf Commented.pdf | CAT-2 (With Comments) | ✅ Prints Remarks on MCN |
| MDL-EL-003 | Busduct Routing Layout — Basement 2 | R0 | Sub.pdf Markup.pdf | CAT-3 (Resubmit by 18-Oct) | ⛔ Hard Blocked |
Amendments & Version Control
BOQ Amendments (R0 → R1), Extra PRs & PO Amendments
Full visibility and strict approval gates whenever project quantities, non-BOQ site requirements, or PO terms change.
MODULE 05 · BOQ, PR & PO AMENDMENT ENGINE
How Every Change is Controlled Without Losing Margin
- 1. BOQ Amendment (Tender R0 vs. Design R1 Ceiling): When Shop Drawings change the required quantity from Tender BOQ (
R0) to Execution Design (R1), the system locks Manufacturing Clearance tomin(PO Qty, R1 Design Qty)—stopping excess production immediately. - 2. Purchase Requisition (PR) for Non-BOQ Items: If the site team needs extra items outside the BOQ, the Project Manager raises a PR → Management approves → Purchase orders against that PR (
pr_ref), updatingOrderedvsBalancelive. - 3. PO Amendment & Version History (
v1 → v2 → v3): When Accounts or Management sends back a PO or an approved PO is revised, every field change (Old Value vs. New Value, User, Timestamp) is recorded in the Version Audit Trail.
W Webdoid ERP · Amendment & Revision Control Center
R0 vs R1 BOQ Ceiling
Approved PRs (Outside BOQ)
PO Version Diff (v3)
| Amendment Type | Item / Reference | Baseline (R0 / Est) | Amended (R1 / PR) | System Control Rule |
|---|---|---|---|---|
| BOQ R0 → R1 | GI Cable Tray 600mm Perforated | R0 BOQ: 1,200 Mtr | R1 Design: 1,050 Mtr | Mfg Clearance Capped at 1,050m |
| Extra PR Line | PR-26/034 · Fire Stop Sealant Bags | Not in Tender BOQ | Approved PR: 80 Bags | Ordered: 50 · Left to Order: 30 |
| PO Revision v2 | PO-26/088 · Spec & Delivery Amended | v1 Baseline Spec | v2 Revised Spec (-3.3%) | Full Diff Logged · Re-Approved |
Tally Connector & Accounts AP / AR
Complete Accounts Invoicing, 3-Papers Match & Tally Integration
Separates Accounts Payable (Vendor Bill Check) from Accounts Receivable (Client Tax Invoice) while hiding vendor rates from Site Engineers.
MODULE 06 · 3-WAY MATCH, TALLY & SITE PRIVACY
Every Account Invoice & Tally Voucher in One Flow
- 1. Pre-PO Vendor Statutory KYC: Accounts verifies Vendor GST Certificate, PAN & Cancelled Cheque before activating any vendor or approving any PO.
- 2. Accounts Payable (AP) — Vendor Bill vs. PO Check: Purchase uploads the Vendor's Purchase Bill & E-Way Bill against the MDCC. System calculates PO Value vs. Vendor Bill Difference; AP marks it verified and enters the Tally Purchase Voucher Ref (
tally_ref). - 3. Billing Team (AR) — Client Tally Tax Invoice: AR verifies all 3 papers (
MDCC + Vendor Bill + E-Way Bill), enters Client Tally Invoice No. (invoice_no_tally), HSN, CGST/SGST/IGST, and dispatches to Site. - 4. Strict Site Privacy & Payment Ledger: Site only sees your Client Tax Invoice (never the vendor's bill!), logs Gate → Store → IMIR → Client GRN, and Accounts tracks multi-tranche bank receipts (
Part Paid→Paid).
W Webdoid ERP · Accounts 3-Way Match & Tally Bridge
Vendor KYC
3-Papers Bill Check & Tally
Payment Receipts Ledger
| Verification Layer | Document & Tally Ref | PO Match Status | Tax & E-Way Verification | Status / Action |
|---|---|---|---|---|
| 1. Vendor Purchase Bill (AP) | Bill #V-8821 · Tally AP: PUR/26/409 | 100% Matched to PO | Zero Variance (18% GST) | ✔ Checked vs PO by AP |
| 2. Client Tax Invoice (AR) | Tally Sales: GST/26-27/118 · E-Way #99120 | Client BOQ Rate Applied | HSN & GST Validated | ✔ Sent to Site Desk |
| 3. Site 4-Step & GRN | Gate ✔ → Store ✔ → IMIR ✔ → GRN #CL-771 | Tranche 1 Received (RTGS) | Retention Tracked | Part Paid · Due 28-Oct |
Automated Follow-Up & Escalations
Incoming/Outgoing Emails, 9:00 AM Scheduler & Escalation Matrix
Never chase teams manually on WhatsApp—automated cron jobs and aging alerts escalate delays to Management every morning.
MODULE 07 · SMTP GATEWAY, CRON SCHEDULER & ESCALATIONS
Real-Time Bell Alerts, Automated Emails & 3-Day Late Escalation
- 📧 SMTP Email Engine (Incoming & Outgoing): Sends automated emails with PDF links on PO Approval, Mfg Clearance, PDI Schedule, MDCC & Invoice steps—plus vendor pre-dispatch document submission to Purchase email.
- ⏰ Daily 09:00 AM Cron Scheduler (
APScheduler): Automatically scans all projects every morning and triggers alerts for:
• Overdue MDL Drawings & CAT-3 Resubmissions
• Overdue Purchase Schedule (Planned PO Datecrossed)
• Approaching Material Readiness & PDI Dates
• Client Invoice Payment Due (7d, 3d, 1d & Overdue) - 🚨 Director's Department Escalation Matrix: Tasks pending for more than 3 days (
late_after_days) turn red with exact aging days (Oldest: 8d) and🔥 Urgentpriority flags.
W Webdoid ERP · 09:00 AM Scheduler & Escalation Radar
🚨 Escalation Matrix (>3d Late)
🔔 Live Bell Alerts (14)
📧 SMTP Email Log
| Department | Pending Bottleneck Task | Project | Aging / Escalation | Automated Trigger |
|---|---|---|---|---|
| Design / MDL | CAT-3 Drawing Resubmission Overdue | PRJ-2026-104 | 🚨 6 Days Late | Bell + Email to Design Head & Director |
| Purchase | 3 BOQ Lines Crossed Planned PO Date | PRJ-2026-109 | 🚨 4 Days Late | Alert to Assigned Purchaser + Management |
| QC / Projects | Vendor Readiness Reached — Schedule PDI | PRJ-2026-104 | ⏰ Due Today | 9:00 AM Cron Alert to QC Inspector |
| Accounts | Client Invoice #GST-118 Payment Follow-up | PRJ-2026-101 | 🔥 Urgent Flag | Payment Reminder + Director Dashboard |
Role-Based Workspaces
6 Personalized Department Desks
Click any role below to preview what that department sees the moment they log in.
W Director & Management Command Desk
Sorted by Highest Priority & Waiting Count
| Project | Sales Order Approval | Executive PO Approvals | MCN Approval | Late Escalations (>3d) | Receivables Track |
|---|---|---|---|---|---|
| PRJ-2026-104 · Metro HVAC | Confirmed | 2 POs (Saving +6.2%) | 1 Pending | 2 Late Tasks | Active Follow-up |
| PRJ-2026-109 · Data Center | 1 SOPF Waiting | 0 Waiting | 0 Pending | On Track | Milestone Verified |
| Project | BOQ Lines Without PO | Approved PRs to Order | POs Returned / Draft | Vendor Bills to Upload | Schedule Overdue |
|---|---|---|---|---|---|
| PRJ-2026-104 · Metro HVAC | 5 Lines Left | 2 PR Items | 1 Draft PO | 2 Dispatches Need Bill | 1 Overdue |
| Project | MDL Drawings to Submit | CAT-3 To Resubmit | QAP Under Approval | Mfg Clearances to Raise |
|---|---|---|---|---|
| PRJ-2026-104 · Metro HVAC | 4 Due This Week | 1 CAT-3 Rejected | 2 Pending Client | 3 Ready for MCN |
| Project | Readiness Follow-Up | PDI Inspection to Schedule | MDCC Pending | Ready for Invoice Request |
|---|---|---|---|---|
| PRJ-2026-104 · Metro HVAC | 3 Batches Ready | 2 PDI Scheduled | 1 Awaiting Client MDCC | 2 Batches Ready to Bill |
| Project | SOPF Reviews | PO GST/PAN Check | Vendor Bill 3-Way Match (AP) | Client Tax Invoice (AR) | Payment Collection |
|---|---|---|---|---|---|
| PRJ-2026-104 · Metro HVAC | 0 | 1 PO Waiting | 2 Bills to Verify for Tally | 1 Ready for E-Way Bill | Tranche Pending |
| Shipment / Invoice | Vehicle No. | Step 1: Gate Entry | Step 2: Store Entry | Step 3: IMIR Inspection | Step 4: Client Stamped GRN |
|---|---|---|---|---|---|
| GST/26-27/118 (Vendor Bill Hidden) | MP-04-GA-4421 | ✔ Done (Photo) | ✔ Done | ✔ IMIR Signed |
Zero-Code White-Label Setup
Flexible Cloud SaaS or Dedicated Server Licensing
Configure your Company Logo, 18 PO Clauses, Executive Approval Thresholds, Custom Fields, and Department Roles from the Admin Panel.
OPTION 1 · MULTI-TENANT CLOUD SAAS
Monthly / Annual Cloud Subscription
Go live in 24 hours with zero server management.
- ✅ Isolated Company Database Workspace (
company_idseparation) - ✅ All 6 Department Desks, Costing, MDL, PO, PDI, MDCC & Tally Bridge
- ✅ Custom Logo, GST & 18-Clause PO PDF Generator
- ✅ Automated SMTP Emails & 09:00 AM Escalation Scheduler
- ✅ Full Team Onboarding & Role Training by Webdoid Technologies
OPTION 2 · DEDICATED ENTERPRISE LICENSE
Dedicated Private Server + Yearly AMC
Deployed on your private cloud server & custom domain (erp.yourcompany.com).
- ✅ 100% Dedicated Private Server & Independent Database
- ✅ Complete Implementation, Custom Workflow Setup & Staff Training
- ✅ Custom Director Approval Rules & Document Builder
- ✅ Unlimited Projects, Users & High-Capacity Test Certificate Uploads
- ✅ Comprehensive Yearly AMC for Server Maintenance, Backups & Updates