Create a Contract Project

Contract Project (or Progress Billing Projects) are used for jobs with a fixed contract amounts that are billed in multiple payment applications based on completion percentage. Any changes to the project are are done through Change Orders that are added to the contract and billed by completions percentage the same as other contract items.

Create Project

1. Click on Projects > Contract Projects in the left side navigation.
2. From the Time & Material list screen, click on Add Project.

Project Details

1. Select a customer from the dropdown. If the customer for this project is not already in the Werx system, select Add New Project
2. If you are creating this project from an Estimate, select the appropriate estimate from the dropdown. This will fill in the details set up on the estimate.
3. Type a Project Number and Project Name
4. Select a Project Manager from the dropdown.
5. Input Project Location address
6. Input Project Owner Name & Address. Learn more about Project Owners

Contract Details

Most of this information will be supplied by the customer and used to correlate with their record keeping.

1. Input the customers Contract # or PO#
2. Input Customer Job #. This is the job number your customer uses for this project and will display on project documents.
3. Select Standard Progress or AIA Billing from Invoice Style dropdown. This will determine which invoice style your client will receive.
4. Input Contract Date, Start Date & Estimated Completion Date fields.

AIA Stye Invoices
This Invoice layout is based on the documents produces by The American Institute of Architects (AIA) are the most widely used standard form contracts in the construction industry.

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.

1. Click Contacts in the left side tabs
2. Select the check boxes for customer contacts associated with this project.

Assign

Select users who will have access to this project in Time Tracking and other Werx Field App functions. You have to the ability to select individual, groups or all users.

1. Click Assign in the left side tabs
2. Select the users that will have access to this project for Time Tracking and Werx Filed App.

Rates

1. Click Rates in the left side tabs
2. Set the tax rates for this project. This value will be used when creating Change Order Request and Invoices.

Sync to QuickBooks Online

For accounts connected to QuickBooks Online

Once you have completed the project details and are ready to sync this customer to QuickBooks, select the Send to QuickBooks checkbox and then click Save.

If the Send to QuickBooks checkbox is greyed out and not selectable, please have an administrator check your QuickBooks Online connection settings to make sure your accounts are connected.

Edit a Project

1. In the Contract Project list screen, click the customer you want to edit.
2. In the individual customer screen click the More button in the top right
3. Click Edit Project from the dropdown
4. Make the required changes and click Save

Activate/Deactivate Project

Use the Active toggle in the bottom left of Project Detail screen to make a customer active or inactive.

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