Run the GC back office without five tools
Send signable quotes, convert approved work into projects, track POs and vendor bills, route approvals, and invoice owners when milestones hit.
How general contractor teams run on Opserly
A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.
- 1
8:00 AM
Review project dashboards
PMs check budget vs. actual on active jobs — expenses, approved timesheets, and committed POs in one view.
- 2
10:00 AM
Quote a change order
Draft the CO in a branded template, send for DocuSign or Adobe Sign, and attach the signed PDF to the project when it returns.
- 3
1:00 PM
Approve sub invoices
Vendor bills hit AP with workflow routing; match bank activity via Attach Transactions, or pay by ACH when your org uses bring-your-own Plaid.
- 4
3:00 PM
Cost center reporting
Tag spend to cost centers by job or division; reporting shows margin before the owner invoice goes out.
- 5
5:00 PM
Invoice the owner
Pull approved time and expenses into an invoice, generate PDF, and email with Stripe payment link.
Why General Contractor runs on Business Services
Quotes, SOWs & projects
Signed quotes become Statements of Work and billable projects — no re-keying between sales and delivery.
Purchase orders & AP
Auto-numbered POs with budget tracking; vendor bills and Attach Transactions live beside customer AR, with ACH available when you bring your own Plaid account.
Workflow approvals
Multi-level routing for quotes, expenses, and AP — full history on every approved record.
Cost centers & margin
Allocate spend by job, division, or location; margin reporting once invoicing and AP are in the system.
DocuSign / Adobe Sign & templates
Contracts, COs, and owner-facing PDFs from merge-field templates — choose DocuSign or Adobe Sign, stored encrypted on the record.
Ready to run general contractor on Opserly?
Start on the Business Services edition — same platform, configured for projects and client billing.