A clear place for the work that keeps the office moving.
Find the right contact, send the invoice, and follow up with the details in front of you. Construction office software that keeps client and project records connected.
Start the day with the details in reach
Keep the records behind everyday calls, emails, invoices, and project questions together.
Invoice Preparation
Keep descriptions, line items, and billing milestones together before sending.
Payment Follow-up
Review invoice status, recorded payments, and the remaining balance.
Contact Details
Find customer and trade contacts with the notes and records your team maintains.
Subcontractor Expenses
Review awarded bid expenses and the payments allocated to them.
Project Cost Records
Open a project’s budget and recorded expenses when the team has a question.
Client Documents
Share portal access to proposals, invoices, and other client documents.
From the first call to the next follow-up
Use connected records to keep the office and project team working from the same information.
Client billing
Send the invoice with the details in place
Build line items and milestones, share the invoice with the client, and review its payment status when you follow up. Keep a partial payment and the remaining balance easy to distinguish.
- Organize line items and billing milestones
- Share client access to the invoice
- Review payment status and remaining amounts
Invoice #INV-1042
Kitchen remodel · Itemized scope1. Pre-Construction & Assessment
$39,000Site Survey & As-Built Drawings1 LS × $4,500
$4,500Structural Engineering Report1 LS × $6,500
$6,500Permit Drawings & Submissions1 LS × $28,000
$28,0002. Demolition & Site Prep
$85,000Interior Demolition & Haul-Away1 LS × $47,000
$47,000Temporary Support & Shoring320 SF × $118.75
$38,000- Subtotal
- $124,000
- Tax (8.5%)
- $10,540
- Invoice total
- $134,540
Contacts and follow-up
Find the person. Keep the context.
When a client or trade calls, open their contact record and review the information your team has maintained. Keep the next task connected to the conversation.
- Find contact details in one place
- Keep notes and related records together
- Assign a clear follow-up task
3 new leads today · Auto-imported from all sources
Project cost records
Answer cost questions from the source
Review the project’s cost budget alongside expenses and allocated payments. Keep vendor payments separate from money collected on client invoices so the office and project manager discuss the same figures.
- Review invoice-based cost budgets
- Open recorded project expenses
- Track payments allocated to those expenses
Residential remodel
Unfinished items reserve at least their budget.
Questions about running the construction office
How do I keep invoices and payments organized?
Create and review invoices, billing milestones, and recorded payments in Kaliun. Open the invoice to check its status and remaining balance before following up with the client. Client collections and payments to project vendors are separate records. Explore invoicing.
How can I check what a client still owes?
Review the client’s invoice, its recorded payments, and its remaining balance. A payment that is still processing is not the same as completed collection. Validate any company-wide aging report requirements in a demo.
Can I keep subcontractor files and project paperwork organized?
Kaliun has contact records, files, attachments, and project documents. Review where your office will store each document and who needs access. A file record alone does not establish a compliance check or automatic insurance-expiry reminder; confirm those requirements separately.
What should I review with our accountant?
Walk through the project cost budget, expenses, allocated vendor payments, client invoices, and collection records. Agree on how those records will be handed to your bookkeeping process. Do not assume every report is available in PDF or CSV without checking the exact output you need.
How do I keep contact details and follow-up together?
Use contact records for client and trade details, maintain notes and related records, and assign tasks for the next action. Kaliun supports email sending and activity records, but your team still needs a clear process for information received outside the platform. Explore construction CRM.
What should the office prepare before starting a project?
Gather the client details, agreed scope, invoice and cost information, task responsibilities, and project files. Walk through the proposal-to-project process with the team and decide who checks each record. This page does not promise a fixed setup time or that approval automatically builds a complete schedule.
Does Kaliun sync with QuickBooks or Xero?
QuickBooks and Xero synchronization are not currently available. Keep your accounting process in place and review the handoff for invoices, expenses, and payments before changing how your office works.