Different versions of the plan.
Scope changes are shared in messages while the team continues working from older records.
Keep revision references and approval status together.ZOHO FOR CONSTRUCTION
The site moves.
Your systems
should keep up.
Connect project tasks, material requests, approvals and business records. Give site teams and the office a shared view of what is happening—and what needs attention next.
Plan your construction setup ↗PROJECT BLUEPRINT / SAMPLE BUILD
Scope → Structure → HandoverOne project view
Concept illustration · Progress comes from recorded project updates.
FROM THE SITE TO THE OFFICEKeep the work moving.
Keep the work moving.
Keep the records together.
Less chasing. Clearer ownership.
01 / WHERE WORK GETS STUCK
Three gaps.
Too many follow-ups.
Site requests lose their trail.
A material request is raised, but delivery and receipt updates take several calls to confirm.
Give the request a trackable reference.Progress arrives without context.
Photos and updates show activity without identifying the task, blocker or next owner.
Link the update to the project work.02 / MATERIAL REQUEST TO RECEIPT
The site asks.
The office can follow.
Give each request a project reference, quantity and required date. Track approval and supply status so the site can see what is still pending.
Site-request forms and approval rules can be built in Zoho Creator, with purchasing and stock records connected where required.
SITE REQUEST / SR–042Illustrative workflow
Electrical cable · Block A
Required quantity240 metres
Work packageMEP / Level 02
01
Requested
Requested
02
Approved
Approved
03
Received
Received
Sample request ready for review.
REVISION BREVISION A
03 / SCOPE CHANGE, MADE VISIBLE
A new drawing.
A decision to record.
Keep the revision reference, reason for change and approval status together. Record the expected effect on tasks, quantities and cost before the revised scope reaches execution.
This is a workflow illustration, not a CAD comparison tool. Specialist design and BIM software can remain in your existing setup.
04 / CONNECT THE PROJECT RECORD
Progress is one part.
The next action matters too.
From work done to work recorded.
Capture task updates, daily reports and evidence against the right project. Give managers a way to review open issues and the people responsible.
From certification to billing.
Define how measured and certified work becomes a billing input. Measurement books, running-account bills, retention and recovery logic are scoped separately where custom workflows are needed.
05 / YOUR CONSTRUCTION TOOLKIT
Build the right setup.
Give each tool a job.
Select the apps around project execution, site operations and reporting.
Zoho Projects
Organise execution.Tasks, phases, dependencies and progress updates for project teams.
Explore the module ↗Zoho Creator
Build site workflows.Custom site requests, daily reports, revision registers and approval forms.
Explore the module ↗Zoho Inventory
Track stock and purchasing.Purchase orders, warehouse quantities and recorded material movements.
Explore the module ↗Zoho Books
Connect commercial records.Project-related invoices, expenses, vendor bills and receivables.
Explore the module ↗Zoho Analytics
Review across projects.Configured views of progress, open requests, cost records and billing status.
Explore the module ↗06 / HOW WE IMPLEMENT
Pilot one project.
Then bring the sites together.
Map one real project
Review the work breakdown, site stores, request process, approvals and reporting gaps.
Define the structure
Agree project codes, roles, form fields, revision ownership and integration boundaries.
Test site exceptions
Pilot partial receipts, rejected requests, revised scope and missing progress evidence.
Roll out with support
Train site and office users, verify opening records and resolve first-cycle issues.
07 / EXPLORE THE PRODUCTS
See the tools
behind the project.
Product video references from CFO Angle’s Construction page.
08 / BEFORE WE BEGIN
Questions from project teams.
Can you configure site-specific forms and approvals?
Yes. We can scope custom forms and approval workflows in Zoho Creator, with agreed roles, required information and connections to other apps.
Will Zoho replace our design or planning software?
Not automatically. We assess the existing tools first. Specialist CAD, BIM and planning systems can remain in place, with selected information connected where supported.
Can material requests and site stock be connected?
We can design the request, purchase and receipt process around your sites. Stock movements and usage records need agreed entry rules and any required custom integrations.
Are measurement books and RA billing standard features?
Construction-specific measurement books, running-account billing, retention and recovery workflows may require custom configuration or applications. We confirm the scope before implementation.
Can we start with a single project?
Yes. A pilot can validate project structure, user roles, records and exception handling before the setup is extended to other sites.