Extra Work Authorization
Create an Extra Work Authorization (EWA) when the client requests work that falls outside the scope of the contract. An Extra Work Authorization (EWA) is typically utilized when a client requests additional work from a user while they are on the job site. The Werx Field App can be used by the team in the […]
Tracking Contract Changes
In a fixed-price contract project, tracking changes to the project scope is crucial. Werx has devised a three-step process to facilitate this task from the field to the next pay application. Extra Work Authorization The first step is to create an Extra Work Authorization (EWA) when the client requests work that falls outside the scope […]
Create Pay Applications (Progress Bill)
Progress billing is a billing method used in construction projects where payments are made incrementally based on the completion of specific milestones or stages of the project. Instead of billing for the entire project at the end, the contractor invoices the client for the work completed up to a certain point. Any changes to the […]
Contract Setup
To begin a Contract Project, the first step is to establish a Schedule of Values for the contract. This schedule will include the items that will be listed on each Pay Application/Invoice and will be billed based on the completion percentage. Create A Contract Item From your Contract Project, navigate to the Contract tab and […]
Proposal Estimate
Itemized Estimates are a “traditional” style of estimate. List out your items to be quoted along with quantity, unit price, total, and tax. Itemized Estimates are generally used for Time & Material projects, however, they can be used for Contract Projects as well. Create an Proposal Estimate Estimate Information Estimate Details Write your proposal (or […]
Time & Material Invoice
Once you have entered your items into your Time & Material Project, you can now create invoices for this project. Create an Invoice In a Time & Material Project, click the + Create Invoice button near the top right of the screen. A New Time & Material Invoice screen will open. You will see that […]
Time & Material Items
In a Time & Material Project, you can add and track billable items. You may invoice all items at once, a few at a time, or continue to add items and invoice as your project requires. This item list will be a running record of what you have done on this project. Create An Item […]
Create a Time & Material Project
Create Project Project Details Project Contacts Use contacts to associate the customer contact associated with this project. These people will be alerted with project activity and defaulted when sending project documents. Assign Select users who will have access to this project in Time Tracking and other Werx Field App functions. You have to the ability […]
QuickBooks Integration: Project Defaults
QuickBooks Online integration defaults are used to make sure that every data block (ie. customers, vendors, invoices, bills, catalog, etc) has the data required by QuickBooks to sync properly. If not, this can cause errors in syncing with QuickBooks Online. Income Defaults will automatically be applied to new Customers created in Werx. These settings CAN […]
QuickBooks Integration: Expense Defaults
QuickBooks Online integration defaults are used to make sure that every data block (ie. customers, vendors, invoices, bills, catalog, etc) has the data required by QuickBooks to sync properly. If not, this can cause errors in syncing with QuickBooks Online. Income Defaults will automatically be applied to new Customers created in Werx. These settings CAN […]