Public works

How PraticOS works for public works

For public works departments and city halls that follow contracts as they are carried out. Each contract is an order, tied to the project and the contractor, and whoever goes to the site records measurements and inspections from the phone, with photos. PraticOS follows the contract; it doesn’t run the bidding.

Contracts

Number, bid modality, legal basis, deadline and inspector of each contract, plus its status.

Measurements and inspections

Ready-made measurement, inspection and acceptance checklists, answered on site with photos.

Who sees amounts

If other people work with you, the site inspector can record everything without seeing amounts.

How the names change

With the Public Works / Municipalities line of business, the app uses city hall vocabulary. Underneath, they are the same screens as in other trades, so the rest of the help center applies to you too.

Set up your department

Do it in this order, because the contract pulls in the contractor and the project.

1. Pick the line of business

1. Download PraticOS and sign in with Apple, Google or email.
2. On first access, pick Public Works / Municipalities and, if you want, the specialties. In For your customers, type the department’s name under Name shown on orders: it shows on the contract and the PDF.
3. If you already use the app, tap the profile button at the top of Home, go to Details for customers and tap Line of business.

2. Add the contractors

1. Tap the profile button at the top of Home and go to Customers.
2. Tap + and add each company with the name, phone and email of the person in charge.

3. Add the projects

1. Tap the profile button at the top of Home and go to Advanced › Projects. If it isn’t there, turn on Projects tracking in Details for customers.
2. Tap +. Use a name the team will recognize on site, like “Rio Claro Bridge” or “Jardim Europa Health Unit”, and fill in Contract Number, Responsible Department, Project Location and Contract Object.
3. You can also add the project while opening the contract, with the + on the picking screen.

4. Bring in the team (if any)

1. Tap the profile button at the top of Home, go to Team and tap Invite someone. Bringing someone in takes a paid plan, subscribed inside the app.
2. Site inspectors usually come in as Supervisor; whoever handles the money, as Manager. See Team and roles.

Add a contract

The contract’s status shows which stage it is in:

• Bidding

  The contract hasn’t been signed yet. At this stage you can’t record a released amount.

• Contracted

  Contract signed, work hasn’t started.

• In Execution

  Work in progress, with measurements and inspections.

• Completed / Received

  Work delivered and accepted.

• Terminated

  Contract ended early.

1. Tap the blue + next to the tabs to open a new contract.
2. Pick the Contractor and the Project.
3. Add the contract’s services or stages with their amounts. The sum shows in the Total.
4. Fill in Contract Data and Execution and save. Change the status as the stage changes.

Contract fields

The line of business adds two parts to the contract. No field is required: fill in what your department uses.

Bid Modality

Electronic Auction, Competition, Invitation, Waiver, Unenforceability or Competitive Dialogue.

Bid Number and Contract Number

The numbers of the bidding process and of the contract.

Contractual Deadline

Deadline for the work.

Legal Basis

Law 14,133/2021, Law 8,666/1993 or Other.

Execution % and Current Milestone

Under Execution. Update them at each measurement, so whoever opens the contract knows where the work stands.

Contract Inspector

The name of the inspector in charge, also under Execution.

Measurements and inspections

The line of business comes with four ready-made checklists. The first three can only be finished with at least one photo.

Work Measurement

Stage measured, planned % and executed %, quality, materials, safety, environmental compliance and photos.

Progress Inspection

Site access, number of workers, equipment, schedule compliance, reason for delay and photos.

Acceptance Certificate

Provisional or final acceptance, scope and specs met, pending fixes, final assessment and photos.

Legal Compliance Checklist

Documents, insurance, safety plan, environmental license, employee records, clearance certificates and company registration in good standing.

Record a measurement or inspection

1. Before the first time, tap the profile button at the top of Home, go to Checklists and, under Ready to use, tap Use on the template your department will use.
2. On the contract, tap …, then Add to the order and Checklist, and pick the template.
3. Tap Start, answer on site and take the photos in the app. Each answer is saved right away.
4. Tap Finish checklist. After that, to fix something, you have to reopen the checklist.

Record the released amount

The measurement checklist records what was done; the released amount goes on the contract as a payment received. Only people who see amounts can record it.

1. Open the contract. It must have left Bidding.
2. Tap Left to receive, below the Total.
3. Type the amount approved in the measurement and, if you want, attach the receipt.
4. Tap Confirm payment. Repeat at each measurement: the contract shows how much has been released and how much is left.

Team and roles

If other people work with you, the roles are the same as in any PraticOS account. This is the most common way to use them in a department:

FAQ