Trades
The same modules, default settings that are not the same
A residential renovator and a contractor billing a public owner don't have the same obligations, the same payment cycles or the same way of handling tax on the holdback. BatiCore knows it in advance.
Trade General contractor
Management software for general contractors in Québec
You coordinate subcontractors, you manage change orders, and you carry the holdback on contracts that last for months.
- Budget per phase and per category, with committed costs — subcontracts and purchase orders —, actual spend and estimated margin; end-of-project projection.
- Approved change orders that adjust the contract amount, and get invoiced.
- holdback tracked per project, released by a release invoice; CCA-5B table on progress invoices.
- Subcontractors: RBQ licence and CNESST certificate verified before paying; ledger of invoices, payments and holdback per subcontractor.
- Payment protection: the notices received and the releases to obtain, with their dates, on every project.
The sore spot
Knowing where a job site's margin stands before it's finished.
Trade Residential renovation
Estimating and management software for residential renovation contractors
Kitchens, bathrooms, basements, roofs. Lots of estimates, short cycles, and a client comparing three prices.
- Describe the project in plain language — kitchen, bathroom, basement, roof — and the AI proposes the structure from your price book; you validate the prices.
- Good / better / best: three tiers side by side so the client decides without three estimates being redone; optional lines they tick themselves.
- Deposit required at signature, with an automatic deposit invoice — and the payment recorded on receipt.
- Automatic follow-ups at day 3, 7 and 14 on estimates left unanswered.
- Tax on the holdback handled in residential mode by default; warranty plan mention when the project is new construction.
The sore spot
Getting the signature before the client calls the competitor back.
Trade New residential construction
Management software for new-home builders in Québec
Houses, duplexes, plexes. Long phases, a warranty plan to mention, and buyers who ask questions about taxes.
- "New residential" checkbox that triggers the warranty plan mention on the PDF and the portal — and a reminder when the title describes new construction and the box is left unticked.
- GCR deadlines of 1, 3 and 5 years tracked per project, the 5 years counted from the end of the work.
- Progress billing per phase, from excavation to finishing, with the holdback and its tax at the right time.
- Chained phases — "starts after the end of…" — and shifts proposed in construction business days, never imposed.
- Inspections and job-site deadlines in the schedule; a portal where the buyer follows the progress of their home.
The sore spot
The warranty mention missing from a contract document.
Trade Commercial and institutional
Management software for commercial and institutional construction contractors
An owner who pays in 60 or 90 days, an architect who demands a progress table, and a tax you must not advance on money not collected.
- Progress claim in the CCA-5B format, computed from the project.
- Tax on the holdback deferred until its release — you don't advance GST and QST on money not collected.
- Automatic reminders switched off by default for commercial and public work: you keep control, and the formal notice remains an action you take.
- Project stakeholders — owner, architect, engineer, consulting firm — on the record and on the documents.
- Public contracts: the prompt-payment regime explained on the blog, and the dates of your claims kept as evidence.
The sore spot
Not breaking a business relationship with an automatic formal notice.
Trade Electrical, plumbing, HVAC
Estimating software for electricians, plumbers and HVAC contractors
A single trade, jobs that look alike, and a price book that should do most of the work.
- Price book with reusable assemblies — one lump-sum line, or expanded component by component.
- Custom margin per item, on top of the category margin; the book learns from your estimates and flags a variance when you correct a price by hand.
- CSV import of your supplier price list, bulk export and adjustment; history of every price.
- Estimate built straight from the book, without going through the AI — or with it, for less common work.
- Labour rates under the CCQ collective agreements in the price book; the hourly-rate calculator to set them.
The sore spot
Getting an estimate out the same evening, with no pricing mistake.
Trade Roofing, siding and envelope
Estimating software for roofers and building-envelope contractors
Work where a forgotten item eats the margin: the flashing, the gutters, the rotten decking you find once the old membrane is off.
- Estimating copilot that flags the items often forgotten for the type of work, on the estimate you build.
- Optional lines for the unexpected that the client accepts in advance — they tick them themselves on the portal.
- Time-stamped job-site photos attached to the project, from the phone.
- Change orders for what shows up along the way, approved on the portal, that adjust the contract and get invoiced.
- Material prices and customs tariffs: short validity and an adjustment clause, explained on the blog.
The sore spot
The items you discover after signing.
Trade Excavation, foundations and concrete
Management software for excavation, foundation and concrete contractors
Equipment rented by the day, deliveries to charge to the right job site, and weather that shifts everything.
- Equipment rental in the price book, with its own margin, in the estimate.
- Purchase orders and receipts charged to the project; the real cost of the job site includes delivered materials.
- Equipment present on each job site, tracked from the field dashboard; three-day weather.
- Crew scheduling adjustable weekly; phases shifted in construction business days when the weather dictates.
- Geolocated clock-in and daily reports from the phone, even with no network at the bottom of the hole.
The sore spot
Knowing what the job site really cost in equipment.
Around you Accountants, CPAs and bookkeepers
BatiCore for the accountants, CPAs and bookkeepers of construction contractors
Your contractor clients hand you boxes of receipts. With BatiCore, they hand you exports.
- CSV exports for any period: month, quarter or year.
- FP-500 and GST34 cards with the tax actually collected over the period; GST and QST calculated separately, never compounded.
- Acomba format on top of CSV; QuickBooks Online sync is on the roadmap, prioritized by client votes.
- Every issued invoice is frozen and SHA-256 hashed: the copy you receive is the one that went out.
- CCQ payroll prepared to the cent — register, pay slips, T4 in XML, RL-1 as a transfer sheet, source deductions — and you are the one who transmits.
The sore spot
Input tax credits remain your job — BatiCore doesn't track them, on purpose.
Around you Your clients
What your clients see: a portal to review, sign and follow, without an account
One link, no account to create. Your client reviews the estimate, ticks their options, asks a question on a specific line, signs — and then follows their project.
- The estimate as you built it — sections, sub-sections, lines — with the total recalculated live when they tick an option or choose their tier.
- Line-by-line questions, which you answer from the estimate; version history without the price detail.
- Legally valid signature (LCCJTI) from the phone; the signed PDF and its fingerprint kept.
- After the signature: overall and per-phase progress, invoices and balance, change orders to approve, documents, photos and messaging.
- Under your brand — your name, your logo, your contact details; BatiCore doesn't appear on the portal. Law 25 confidentiality notice on every document.
The sore spot
A client who calls back to ask "where are we at".
Try it on your next estimate
Fourteen days, no credit card. We bring in your clients, your employees and your licences with you — you see right away what's slipping.