Glossary

Definitions of terms used throughout CrewStat and this documentation.

Project & Quality

BOQ (Bill of Quantities) A line-item breakdown of materials, labour, and activities needed for a project — with quantities and rates. Drives estimating, procurement, allocation, delivery, installation, returns, invoicing, and project close-out.

Project Template A reusable project definition you can clone for similar jobs — pre-filled with typical tasks, stages, BOQ items, and settings.

Change Request (BOQ) An internal revision to an approved BOQ — additions, modifications, deletions, or rate changes. Goes through its own draft → submitted → approved → implemented flow before mutating the BOQ.

PR (Purchase Requisition) The formal "what we need to buy" document raised from a BOQ shortfall. Goes through approval, then converts to one or more Purchase Orders (one per vendor).

DC (Delivery Challan) The shipment document for stock leaving inventory and going to a project site. Dispatch consumes inventory (drains the project's reservation first); receive captures the site acknowledgement.

MI (Material Issue) The on-site consumption record. Drives quantity_installed on a BOQ item with no inventory side-effect (the stock left at delivery).

SR (Site Return) Stock coming back from site. Each line carries a condition — usable lines are restocked into available inventory; defective / scrap are written off.

Reservation (Inventory) Stock held aside for a specific BOQ item. Moves quantity from available to reserved until consumed by a Delivery Challan dispatch or released manually.

Retention / Holdback A contractual percentage of each invoice held back until project completion. Configured per BOQ; released via a separate "release" invoice when terms are met.

QC (Quality Control) The module and processes for inspecting completed work against quality standards.

Snag A defect or incomplete item identified during a quality inspection. Snags are tracked in the snag list until closed.

Snag List A tracked list of all open snags against a project, with status, assignee, and resolution notes.

Workforce & Attendance

Cost Category A pay-rate bucket assigned to an employee or labourer. Drives how attendance converts to labor cost. Rates are versioned by effective date.

Geofence A location-radius boundary tied to a work site. Mobile attendance check-in is only allowed when the user's GPS position is inside the geofence.

Labour A worker (typically on-site) tracked in the workforce. See the distinction: Labour = the person, Labor Cost = the financial concept.

Self Service The set of personal views where employees see their own records (attendance, leaves). Distinct from HR admin views of the same data.

Site Assignment A record linking a worker to a project site for a period — used for rostering and filtering attendance to the right project.

Leave

Leave Policy Rules that define how a leave type accrues, how much is granted, carry-forward handling, and who it applies to.

Leave Year The defined period over which leave balances are tracked (e.g. calendar year, financial year).

Holiday Calendar A configured list of company-observed holidays. Used to exclude those days from working-day calculations.

Sales & Billing

Pipeline The ordered sequence of stages a lead or deal moves through. Configurable per your sales process.

Proforma Invoice A preliminary, non-binding invoice sent before delivery or payment — often used as a formal estimate.

GST Invoice A tax-compliant invoice containing GST details, used in India.

Credit Note A document issued to reverse all or part of an earlier invoice — for returns, cancellations, or billing corrections.

Recurring Invoice A scheduled invoice template that auto-generates invoices on a defined cadence (weekly, monthly, etc.).

Inventory & Procurement

PO (Purchase Order) A formal order placed with a vendor for goods or services at agreed quantities and prices.

GRN (Goods Receipt Note) A record confirming receipt of goods against a PO — captures what actually arrived vs what was ordered.

Stock Movement An inventory transaction — inward (receipt), outward (issue), transfer between sites, or adjustment.

Bill of Materials The list of materials required to produce or assemble an item.

Platform

Master (Data) Shared reference lists used across modules — categories, statuses, types. Maintained centrally so changes propagate everywhere.

Workflow Engine The configurable approval-flow system — multi-stage chains with rules for who approves what and when.

Tenant An isolated CrewStat instance for a single customer organization — their data, users, and settings.