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feat: Construction implementation roadmap — jobs, bids, change orders, RFIs, daily logs, AIA billing #1

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opened 2026-06-23 15:04:49 +00:00 by jmiller · 0 comments
jmiller commented 2026-06-23 15:04:49 +00:00
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Summary

Construction project management for Joomla 6. Layer 2 add-on extending CRM for client/subcontractor management and ERP for job costing.

Layer Position

Layer 0: MokoSuiteClient
Layer 1: MokoSuiteCRM
  └── Layer 2: MokoSuiteERP
        └── Layer 3: MokoSuiteConstruction ← this module

Job Management

  • Job creation — project with address, owner, architect, start/end dates, contract value
  • Job phases — pre-construction, active, punch list, closeout, warranty
  • Cost codes — CSI MasterFormat cost code structure (division → section → line item)
  • Budget tracking — original budget, approved changes, committed costs, actual costs
  • Job dashboard — real-time P&L, budget vs actual, % complete, cash flow projection

Bidding & Estimating

  • Bid management — create bids with itemized line items, labor, material, markup
  • Bid tracking — submitted, won, lost, no-bid with win rate analytics
  • Subcontractor bid comparison — side-by-side sub bid leveling
  • Bid templates — reusable templates for common project types

Change Management

  • Change orders — owner change orders with cost impact, approval workflow
  • RFIs — request for information with response tracking, days open, ball-in-court
  • Submittals — submittal log with spec section, status, review dates, resubmission
  • Punch list — deficiency tracking with photos, responsible party, completion status

Daily Operations

  • Daily logs — weather, crew, equipment, work performed, visitors, safety incidents
  • Time tracking — crew hours by cost code, overtime, per diem
  • Equipment tracking — equipment on-site, hours, fuel, maintenance
  • Photo documentation — timestamped, geotagged project photos tied to daily logs
  • Safety — toolbox talks, incident reports, OSHA tracking

Financial

  • Progress billing (AIA) — G702/G703 format billing with schedule of values
  • Retention tracking — configurable retention % with release milestones
  • Lien waiver management — conditional/unconditional, partial/final per vendor
  • Subcontractor invoicing — sub pay applications against committed amounts
  • Job cost reports — cost-to-complete, earned value, over/under billing

Subcontractor Management

  • Subcontractor directory — CRM contacts with trade, insurance, certifications
  • Insurance tracking — GL, workers comp, auto — expiry alerts
  • Subcontracts — contract generation from bid, scope, terms, retainage
  • Compliance — certified payroll, prevailing wage, minority participation tracking

Documents

  • Drawing management — plan sets with revision tracking, markup
  • Spec sections — specification document management tied to submittals
  • Contract documents — owner contracts, subcontracts, POs with e-sign

Advanced

  • Schedule integration — Gantt chart with critical path, dependencies
  • BIM integration — link to external BIM viewers (IFC file reference)
  • Drone/photo progress — timeline photo comparison for progress documentation
  • Warranty tracking — warranty obligations by trade, start/end dates, claims

Technical Notes

  • Package: pkg_mokosuiteconstruction
  • Tables: jobs, cost_codes, budget_lines, change_orders, rfis, submittals, daily_logs, crew_time, equipment_logs, pay_applications, pay_app_lines, lien_waivers, punch_items, subcontracts
  • CRM contacts as owners, architects, subcontractors
  • ERP for job cost accounting, purchase orders, vendor payments
  • AIA G702/G703 PDF generation via template engine
## Summary Construction project management for Joomla 6. Layer 2 add-on extending CRM for client/subcontractor management and ERP for job costing. ## Layer Position ``` Layer 0: MokoSuiteClient Layer 1: MokoSuiteCRM └── Layer 2: MokoSuiteERP └── Layer 3: MokoSuiteConstruction ← this module ``` ## Job Management - [ ] **Job creation** — project with address, owner, architect, start/end dates, contract value - [ ] **Job phases** — pre-construction, active, punch list, closeout, warranty - [ ] **Cost codes** — CSI MasterFormat cost code structure (division → section → line item) - [ ] **Budget tracking** — original budget, approved changes, committed costs, actual costs - [ ] **Job dashboard** — real-time P&L, budget vs actual, % complete, cash flow projection ## Bidding & Estimating - [ ] **Bid management** — create bids with itemized line items, labor, material, markup - [ ] **Bid tracking** — submitted, won, lost, no-bid with win rate analytics - [ ] **Subcontractor bid comparison** — side-by-side sub bid leveling - [ ] **Bid templates** — reusable templates for common project types ## Change Management - [ ] **Change orders** — owner change orders with cost impact, approval workflow - [ ] **RFIs** — request for information with response tracking, days open, ball-in-court - [ ] **Submittals** — submittal log with spec section, status, review dates, resubmission - [ ] **Punch list** — deficiency tracking with photos, responsible party, completion status ## Daily Operations - [ ] **Daily logs** — weather, crew, equipment, work performed, visitors, safety incidents - [ ] **Time tracking** — crew hours by cost code, overtime, per diem - [ ] **Equipment tracking** — equipment on-site, hours, fuel, maintenance - [ ] **Photo documentation** — timestamped, geotagged project photos tied to daily logs - [ ] **Safety** — toolbox talks, incident reports, OSHA tracking ## Financial - [ ] **Progress billing (AIA)** — G702/G703 format billing with schedule of values - [ ] **Retention tracking** — configurable retention % with release milestones - [ ] **Lien waiver management** — conditional/unconditional, partial/final per vendor - [ ] **Subcontractor invoicing** — sub pay applications against committed amounts - [ ] **Job cost reports** — cost-to-complete, earned value, over/under billing ## Subcontractor Management - [ ] **Subcontractor directory** — CRM contacts with trade, insurance, certifications - [ ] **Insurance tracking** — GL, workers comp, auto — expiry alerts - [ ] **Subcontracts** — contract generation from bid, scope, terms, retainage - [ ] **Compliance** — certified payroll, prevailing wage, minority participation tracking ## Documents - [ ] **Drawing management** — plan sets with revision tracking, markup - [ ] **Spec sections** — specification document management tied to submittals - [ ] **Contract documents** — owner contracts, subcontracts, POs with e-sign ## Advanced - [ ] **Schedule integration** — Gantt chart with critical path, dependencies - [ ] **BIM integration** — link to external BIM viewers (IFC file reference) - [ ] **Drone/photo progress** — timeline photo comparison for progress documentation - [ ] **Warranty tracking** — warranty obligations by trade, start/end dates, claims ## Technical Notes - Package: `pkg_mokosuiteconstruction` - Tables: jobs, cost_codes, budget_lines, change_orders, rfis, submittals, daily_logs, crew_time, equipment_logs, pay_applications, pay_app_lines, lien_waivers, punch_items, subcontracts - CRM contacts as owners, architects, subcontractors - ERP for job cost accounting, purchase orders, vendor payments - AIA G702/G703 PDF generation via template engine
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Reference: MokoConsulting/MokoSuiteConstruction#1
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