A project can touch sales, purchasing, the warehouse, the shop, delivery, accounting, and service before it is done. Each team needs the right context at the right time, but too often that context lives in separate notes, email threads, spreadsheets, or conversations.
OmniView Construct keeps project activity tied to the customer, quote, order, vendor purchase order, work order, fulfillment record, and service history. Teams can see what is happening, who owns the next step, and what needs attention without rebuilding the story every time the job changes hands.
Keep the project record connected
Tie quotes, orders, purchasing, production, fulfillment, and service back to the same project so nothing has to be tracked in a separate system.
Give every team the right context
Keep customer, job, vendor, delivery, and task detail visible where work actually happens, not just where it was entered.
Track ownership and next steps
Assign tasks, dates, notes, and follow-ups so work does not disappear between departments or require a meeting to locate.
Reduce status chasing
Help teams answer what happened, what is next, and who owns it from the project record rather than asking the team upstream.
WORKFLOW
Built to coordinate the job around one record.
Start with the customer and project
Project work stays connected to the customer record from the start. Teams can see job history, active work, related quotes, orders, and notes in one place instead of assembling the story from separate systems whenever someone asks for an update.
A project in LBM can span weeks, involve multiple vendors, and touch every department. Customer and job context has to stay connected across all of it.
Connect every related workflow
As work moves forward, quotes, orders, purchasing, production, fulfillment, invoices, and service activity stay tied to the project. Teams see where the job stands from the same record without jumping between disconnected systems.
A single project can generate multiple orders, vendors, deliveries, and follow-ups across different timelines. OmniView keeps those pieces under the same record.
Assign tasks from the work itself
Tasks can be created from the record where the work is happening — a quote, order, delivery, service request, or project. Owners, due dates, and next steps stay attached to the context that generated the task.
A task created from a delivery exception carries more information than a reminder that just says “follow up on delivery.” Context attached to the action is what makes it useful.
See what needs attention next
OmniView surfaces open work, assigned tasks, delayed activity, and missing steps so managers can see where a job needs attention before the next handoff creates a problem.
Most coordination failures happen between handoffs. A project view that shows what is open and who owns it closes that gap before it becomes a customer issue.
See how OmniView keeps project work connected
Book a DemoFrequently Asked Questions
Yes. Both project types are supported, with related quotes, orders, purchasing, production, fulfillment, and service records organized under the same job.
Yes. Projects stay tied to the customer so teams can see job history, active work, and related orders and notes without pulling from separate systems.
Yes. Tasks can be created from a quote, order, delivery, service request, or project record and stay connected to the record they came from.
Yes. Responsible people, due dates, and next actions can be assigned at the task level so accountability stays visible across departments without a status meeting.
Yes. Open tasks, delayed activity, and unresolved follow-ups can be surfaced from the project view so managers see what needs attention before it affects the next handoff.
Yes. Notes, comments, and touchpoints stay connected to the project and related records so the job history is readable without reconstructing it from memory or email.
Yes. Project records stay connected to fulfillment and delivery so teams can see what needs to move, where it is going, and what is still open.
OmniView Construct integrates with QuickBooks via OAuth 2.0 with real-time, bi-directional sync—customers, products, estimates, invoices, and payments stay aligned automatically. Your accounting stays where it is; your operations finally connect.
Built API-first and included in every plan. Every entity is accessible via a fully documented REST API—no enterprise upsell required. Build custom dashboards, connect third–party tools, or extend the platform to fit your workflow, with secure access controls instead of direct database workarounds.
