Notes

Field notes — nothing published yet

This is where the person doing the integration work will write up what actually breaks between construction systems, and how each failure gets handled. It will be written from real deployments, so it stays empty until there are real deployments.

Planned topics

What these notes will cover

ERP ↔ PM integration Job cost accuracy Field adoption Prefab & material flow Submittals & RFIs Month-end close Security & data isolation
Field note · Outline only

What breaks when you sync Vista and Procore

Cost-code drift, duplicate vendors, retainage mismatches, silent sync failure — the failure modes we expect, and how each one should be handled rather than hidden. Currently an outline, not a finished note.

See the outline
Planned

Mapping a cost structure before day one

The prep with your controller that makes a short rollout possible. Not written yet.

Planned

Why the WIP schedule lands two weeks late

It is rarely accounting — it is the handoff before them. Not written yet.

Planned

Getting timecards off paper without a mutiny

What foremen will and will not adopt in the field. Not written yet.

Planned

Retainage is where two systems quietly disagree

Contract level versus line level, and why it hides until closeout. Not written yet.

Planned

Advisory, not autonomous: where the line sits

What the system drafts, what a person must approve, and why. Not written yet.

Bring us your worst month-end.

We would rather talk than publish a note we have not earned yet. If you run a mid-market GC and month-end is a fight, start there.