Master Data Hub

A clean spine that scales with you.

BuildOrch organises 30+ masters into seven logical domains, wires dependency checks between them, and keeps every dropdown across the estimation engine in sync — so the foundation holds as your business grows.

app.buildorch.io / master-setup
BuildOrch Master Setup — Structure Categories grid with the full master navigation
7
Master data domains
1
Place a rate is ever defined
18
Cross-master dependency rules
Seven domains

Everything in its right place.

Masters are grouped the way an estimating business actually thinks — not dumped into one endless list.

🏢OrganizationLegal entities, countries, currencies, groups, units of measure, payment terms — the bedrock every estimate inherits.
👥CRMLeads, customers and projects, so the commercial relationship is connected to the numbers from day one.
🧱Cost StructureStructure categories & types, cost element groups, costing elements and cost categories — the anatomy of a price.
⚙️Calculation EngineInput parameters and the formula engine that turn raw quantities into defensible, repeatable numbers.
🏷️Items & PricingItem master, rate library, sales price list, specifications and cost-sheet templates.
📋Commercial TermsTerms & conditions templates and subcontractor terms — the contractual layer, kept consistent.
🧾Tax & ComplianceTax codes, tax groups and the compliance settings every quotation and certificate is calculated against.
Built to hold

Dependencies that prevent silent breakage.

Masters don't live in isolation. BuildOrch knows which ones depend on which — so deleting or editing a record can't quietly break an estimate downstream.

  • 18 cross-master dependency rules built in
  • Dynamic currency, UoM and category dropdowns everywhere
  • Role-based access on every sub-master
  • Every record carries its Legal Entity, ready for multi-entity scale
BuildOrch master data grid detail
The always-on companion

A Master Data Stewardship agent that guards your foundation.

Every estimate, report and AI workflow is only as good as the masters beneath it. The Master Data Stewardship agent runs in the background, watches your masters, and surfaces issues before they reach a quote — quietly, continuously, and without ever overwriting your records on its own.

  • Watches items, prices, vendors, FX and entity rules
  • Flags stale, missing or conflicting data — before it reaches a quote
  • Drafts the fix, then waits for your approval in a review queue
  • Keeps ERP-integration fields complete and consistent
Review queue · sample signals
Stale price
12 PPL rows untouched for 6+ months — please review.
Vendor document expiring
Trade licence for a sub expires in 14 days.
Possible duplicate item
Two items share a name with different IDs.
FX rate drift
A currency pair in active use hasn't been refreshed recently.

See how the foundation scales.

We'll show you how BuildOrch keeps 30+ masters consistent across every estimate, entity and currency.