Construction Business Setup

How do I set up for my construction business?

Follow these basic steps to set up the Goldenseal software for your construction business.

Starter File

Be sure to start with a Starter File. It contains category systems and unit costs for construction, which will save you a huge amount of time.

To open a starter file, check out page 159 in the printed Getting Started manual, or click here.

Customer and Project Setup

Create a Customer account for every person or business that you do projects for. Choose Customers from the Accounts menu, click the New button, and type in basic info about each customer.

HINT-- You don't need to fill in all of the fields. If you are busy now just enter the name, and you can fill in other details when you need them.

Also create a Project account for each construction project that you are working on now. Choose Projects from the Accounts menu, click the New button, and type in basic info for the job.

NOTE-- The Customer is the person who pays the money, and the Project is the chunk of work you do. You may do more than one project for the same customer.

Estimating Setup

Since Goldenseal comes with unit costs, you can start estimating right away.

For most estimates, choose Estimates from the Income menu, click the Template button (the triangle to the right of the New button) and choose the type of project you'd like to estimate.

Click here for more about estimating in the Getting Started manual.
Click here for more about estimates in the Reference manual.
Click here for estimating special topics.

Entering Job Costs

Enter cost accounts for every business that you pay money to. For example, to enter material suppliers, choose Material Suppliers from the Accounts menu, click the New button, and type in basic info about each vendor.

After you've finished the basic setup, choose Material Purchases from the Costs menu to enter purchases. You'll use a similar approach for subcontractor invoices, equipment time and employee time.

Click here to return to Beginner topics.