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Construction quote-to-cash system

Crown PM: One system from bid invitation to final billing

A quote-to-cash system for the doors and hardware division of Crown Building Supplies. It runs every commercial job from bid invitation to purchase orders, billing and reports.

Industry
Construction Supply
Platform
Web App
Sector
Business Software
Crown PM dashboard analytics with job totals and health charts beside the bid board
Crown PM drag-and-drop bid board with quotes in New Requests, Accepted and Submitted columns
Crown PM billing tracker table listing jobs, project managers, statuses and contract values
Crown PM quotes list, quote details form and personal task board screens
Crown PM jobs list, job detail with project managers and purchase order approvals
Crown PM monthly billing grid, nine report types and calendar with lien deadlines
Crown PM process implementation slide covering Next.js, Supabase and scheduled mailbox reads
Crown PM outcome slide showing database tables, server actions, permission keys and reports
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Crown PM dashboard and bid board

Build at a glance

Database tables
39
Server actions
164
Permission keys
30
Report types
9

01 Overview

About Crown PM

Crown PM is the quote-to-cash system for the doors and hardware division of Crown Building Supplies. The division prices and supplies doors and hardware for commercial construction jobs such as hospitals, schools and office campuses, where every job moves through bids, awards, purchase orders, change orders, deliveries and monthly billing.

That work was spread across two paid estimating tools, a master Excel billing workbook and a company ERP that was never built for project work. The division needed one place to follow a job from the emailed bid invitation to the last invoice. We designed and built the whole system.

02 The challenge

What Crown PM needed to solve

The division had the right people and processes, but its tools did not talk to each other, and problems surfaced late.

  1. Estimating and bid tracking ran in two paid tools, while billing lived in a master Excel workbook beside an ERP not built for project work.

  2. Bid invitations arrived by email and had to be copied out of the mailbox by hand.

  3. Change orders, purchase order numbers and approvals had money rules that had to hold, with no system enforcing them.

  4. A missed billing or a late delivery only came to light when someone happened to ask.

03 What we built

How we built Crown PM

We built one Next.js and Supabase system for the division. It covers quoting, bidding, jobs, purchasing, billing, reports and a shared calendar, with permissions checked on every read and write.

  • Bid mailbox import

    A scheduled task reads the bid mailbox every 15 minutes and brings new invitations into the RFQ Inbox. Estimators stop copying bid requests out of email by hand.

  • Itemised quotes with revisions

    Quotes are itemised with markup, overhead and tax, and every revision is kept. Estimators can download a quote as a PDF and always see what changed between versions.

  • Drag-and-drop bid board

    Quotes move across New Requests, Accepted, In Progress and Submitted columns with the total value of each stage shown. The team sees the whole pipeline at a glance.

  • Quote to job in one step

    A won quote becomes a job with one action. Each job has tabs for purchase orders, change orders, RFIs and submittals, shop drawings, deliveries, schedule of values and billing.

  • Purchase order controls

    Purchase order numbers come from a ledger seeded by the ERP export, so no number can repeat. Orders above a set amount wait on a PO Approvals screen until an approver signs off.

  • Live billing grid

    The Billing Tracker replaces the master workbook with a month-by-month grid per job, with export, bulk import and a scan button. Daily scans flag missed billings and late deliveries.

  • Nine built-in reports

    Reports cover vendor spend, vendor performance, per-PM rollup, customer profitability, billing aging, year-over-year billing, WIP schedule, cash-flow forecast and a PM scorecard. Managers get answers without building spreadsheets.

  • Tasks, calendar and permissions

    Each person has a task board, and a calendar shows task due dates, deliveries, billing milestones and lien deadlines. Admins define roles from thirty permission keys, enforced by row-level security.

04 The results

What changed for Crown PM

Crown PM now follows a job from the first emailed invitation through quote, award, purchase orders, change orders, billing and delivery in one system.

  • The master billing workbook has been replaced by a live billing grid that everyone works from.
  • Daily scans flag missed billings and late deliveries before anyone has to ask about them.
  • Purchase order numbers can no longer repeat, and large orders cannot go out without approval.
  • Bid invitations reach the team automatically instead of being copied from email.
  • Managers can pull nine report types on vendors, customers, billing and project managers on demand.
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Planning something like Crown PM? Tell us what you need built. We’ll give you a straight answer on fit, then a clear plan with scope, timeline and cost before any build work starts.