Itemized Estimates are a “traditional” style of estimate. List out your items to be quoted along with quantity, unit price,...
Proposal Estimates are a long-form style of estimate. Write a very detailed description of the scope of work to be...
Create Project Project Details Project Contacts Use contacts to associate the customer contact associated with this project. These people will...
In a Time & Material Project, you can add and track billable items. You may invoice all items at once,...
Once you have entered your items into your Time & Material Project, you can now create invoices for this project....
To begin a Contract Project, the first step is to establish a Schedule of Values for the contract. This schedule...
Progress billing is a billing method used in construction projects where payments are made incrementally based on the completion of...
Create an Extra Work Authorization (EWA) when the client requests work that falls outside the scope of the contract. An...
Once the EWA is signed, the project manager can use the information to create a Change Order request. The manager...
Upon receiving the link to the client COR screen, clients are given the option to either approve or decline the...
