Structured records for services and construction projects
Organize project files, deliverables and site observations with categories, fields and relations in Records alongside B2B account follow-up.
How Makinari helps Structured records for services and construction projects
A consultancy or construction firm can organize operational information that does not fit a contact profile: deliverables, project files or site observations. Records supports categories and subcategories with templates for text, number, date, selection and relation fields. Each record has a title, description, data and status. Agreeing on field and status meanings before entering records helps avoid interpreting a free-text note as formal approval.
Link records to entities supported by their templates and use CRM for B2B account context. Staff can review tables or boards, update observations and coordinate next steps in Control Center and customer conversations. These structured records are generic: they are not certified clinical or legal files, a BIM model or construction certificates with guaranteed legal validity. Technical, contractual and permission reviews remain the team’s responsibility. Commercial and activity reports do not automatically become analytics for custom Records fields.
Key Workflows
- Create Records categories and templates for projects, deliverables or observations, defining fields, supported relations and the meaning of each status.
- Enter a record with reviewed data and link context allowed by its template; maintain the account and commercial contacts in CRM.
- Review record tables or boards, update observations and coordinate Control Center tasks and customer inquiries without presenting a record as certified approval.
Potential operational benefits
Operational information with shared structure, related records and visible next steps for B2B accounts without certification claims or automated technical judgment.
Results depend on your process, data quality and configuration.
Recommended modules
Apps used in this workflow
Reports for your business
Based on the data you record and connect; these are operational reports, not industry benchmarks.
Leads Task Distribution
Review commercial task activity linked to accounts and contacts without assuming every construction record creates a task.
Base KPI Metrics
Consult general business indicators to contextualize project follow-up; this does not automatically aggregate custom Records fields.
Monthly Sales & Cost Evolution
Compare the firm’s recorded sales and costs alongside operational follow-up without inferring per-project margins from notes or records.
Related use cases
Corporate training providers
Turn a business training need into reviewed scope and a group proposal. Coordinate the HR buyer, trainer and service administration.
Financial advisory firm administration
Coordinate business inquiries, scoping meetings and advisory service engagements. Retain administrative agreements without automating financial decisions.
Food suppliers and wholesale distributors
Organize restaurant and distributor accounts, repeat orders and commercial documents. Keep wholesale sales separate from consumer ordering.