Free interactive checklist · India-specific

The EPC Margin Leakage Checklist.

24 controls that decide whether an EPC project keeps its margin — across quoting, procurement, labour, site, billing and cash. Tick what you already do; see exactly where you're exposed.

Quoting & estimation

0/4

Every quote is priced on true margin (not markup), with site overhead loaded in. Rates come from a live rate master — not last year's Excel. Price-escalation / GST-variation clauses are built into the contract. Each BOQ line shows its own margin before the quote goes out.

Procurement & material

0/4

No material is bought without a raised PO — no undocumented cash purchases. Vendor rates are compared (L1/L2) before every major PO. Material consumed is reconciled against the BOQ, per item. Scrap, returns and surplus are tracked back to stock.

Labour & sub-contractors

0/4

Site attendance is verified — not copied from a paper muster roll. Sub-contractor bills are checked against agreed rates and measured work. PF / ESI and statutory labour compliance is tracked per site. Labour productivity (output vs man-days) is reviewed, not assumed.

Site execution

0/4

A DPR is filed from every active site, every day. Snags and rework are logged and closed — not carried in memory. Plan-vs-actual progress is reviewed at least weekly. Photos and measurements back every progress claim.

Billing (RA / MB)

0/4

RA bills are raised within days of the milestone, not weeks. Retention and TDS are tracked on every bill. The correct bill type (Sales / RA / MB / T&C) is used, with GST. GST returns are reconciled to bills raised, on time.

Cash & receivables

0/4

Receivables are aged and actively chased every week. Every retention release date is tracked and claimed on time. Cash flow is projected monthly — not run off the bank balance. Advances and mobilisation recoveries are tracked to closure.

Why this matters

You can't fix a leak you can't see.

Every unticked box above is a place margin quietly escapes — and most EPC firms only discover it at year-end. The controls here are the same discipline a live 535+ project company runs on: rates checked before the quote, POs before purchase, DPRs from every site, RA bills the day work is approved, and retention claimed on time.

sotyn.ai turns each control from "someone should remember to" into "the system won't let it slip." Want it on your own numbers? Book a free demo →

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The EPC Margin Leakage Checklist.

Quoting & estimation

Procurement & material

Labour & sub-contractors

Site execution

Billing (RA / MB)

Cash & receivables

You can't fix a leak you can't see.

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