BS · Business Services← All use cases

Every site, one financial picture

Manage multiple projects with budgets, timesheets, expenses, POs, and milestone invoices — catch overruns before they erode margin.

Day on the project

How construction & build teams run on Opserly

A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.

  1. 1

    7:30 AM

    Superintendent submits expenses

    Field receipts attach to the project with cost-center tags; workflow routes to the PM for approval.

  2. 2

    9:00 AM

    Timesheet approval

    Crew hours post against the project budget; overdue timesheets surface on the dashboard for managers.

  3. 3

    11:00 AM

    PO for materials

    Issue a PO against the job budget, email the vendor order PDF, and associate incoming bills automatically.

  4. 4

    2:00 PM

    DialogHub on the project

    PM mentions accounting on a budget thread; everyone works from the project record, not email chains.

  5. 5

    4:00 PM

    Progress invoice

    Generate a milestone invoice from approved time and catalog line items; customer pays via Stripe link.

Features that fit

Why Construction & Build runs on Business Services

Project budgets & tracking

Billable and non-billable budgets with real-time spend from time, expenses, and POs.

Timesheets & approvals

Weekly entry with manager sign-off; approved hours feed invoicing without spreadsheet exports.

Expense reports

Line items with attachments, mileage, and billable flags — routed through workflow before reimbursement or invoicing.

Reporting & dashboards

Operational widgets for budget vs. actual, AR aging, and cost-center spend — shareable by role.

Plaid & Stripe

Match bank activity with Attach Transactions; enable ACH with bring-your-own Plaid. Let owners pay progress draws online via Stripe.

See the full feature list →

Ready to run construction & build on Opserly?

Start on the Business Services edition — same platform, configured for projects and client billing.