From Lead to Invoice: Complete Construction Lifecycle
BouwRegie replaces fragmented point solutions with an uninterrupted digital workflow tailored specifically to the construction industry. Data flows automatically from the first customer touchpoint through on-site surveys, estimation, project execution, and accounting.
The 7 Lifecycle Stages
The BouwRegie Lifecycle in 7 Steps
From the initial customer lead to final settlement and accounting synchronization: BouwRegie seamlessly connects the office, workshop, and job site.
| Phase | Activity | Module | Deliverable |
|---|---|---|---|
| 1 | Lead & CRM Intake | CRM & Contacts | Normalized client and address records (Google Places) |
| 2 | Room-First Site Survey | Site Surveys | Structured rooms, measurements, defects, and photos |
| 3 | Cost Estimation & Quote | Quotations & Calculation | Profit margins, terms & digital signature approval |
| 4 | Project Setup & Wkb | Projects & Work Orders | Quality assurance file & dynamic payment milestones |
| 5 | Matrix Planning & Field | Planner & Mobile Daycards | Job orders and schedule directly on mobile devices |
| 6 | Execution, Labor & Buying | Time Tracking & Expenses | Tracked hours, receipts & 45% WKA G-account split |
| 7 | Invoicing & Sync | Invoices & Payment Terms | Milestone billing, partial payments & WeFact sync |
Stage 1: Lead & CRM Intake
Contacts are registered with normalized address verification via Google Places. Customer history houses all prior proposals, contracts, and communication.
Stage 2: Site Survey & Room-First Inspection
On-site staff capture scope, physical dimensions, and photos categorized room-by-room on mobile devices.
Stage 3: Calculation & Digital Acceptance
Estimation breaks down Labor, Material, Equipment, and Subcontracting with dynamic margin markups. Quotations include standardized legal terms and can be approved online via digital touchscreen signature.
Stage 4: Project Kickoff & Scheduling
Approved quotations convert directly into active projects, generating baseline budgets and installment billing milestones.
Stage 5: Field Operations & Mobile Daycards
Craftsmen access mobile daycards with route navigation, work specifications, and one-tap time registration.
Stage 6: Purchasing, Expenses & Wkb Compliance
Invoices undergo 3-way matching, WKA subcontractor tax compliance checks, and G-account tax withholding. Inspection photos build the statutory Wkb quality dossier.
Stage 7: Invoicing, Payments & Accounting Sync
Milestone installment invoices are issued with iDEAL payment links and synchronized in real time with WeFact.nl via API v2.