Solution · Construction
Bids out. Projects up. Billing on schedule.
Four workflow templates shaped for the order types a construction business places — standard project, quick bid, progress billing, change order — each with the fields and the cadence those projects need.
Bidding
Quick bid and standard project — two templates, one model.
The quick-bid template is a short-form flow for fast-turnaround estimates. The standard-project template captures the fuller scope and progresses through authorization and invoicing. Both share the same customer, item, and pricing models.
Progress billing
Bill the progress. Keep the retention straight.
The progress-billing template runs invoicing in increments with the fields a draw needs — percent complete, retention amount, billed-to-date. Custom fields handle the AIA-line-item nuances your team needs to capture.
Change orders
A change order is its own workflow.
The change-order template captures the scope change and routes it through an authorization phase before it re-prices the active project. The audit log keeps the trail of who approved what, when.
Reporting
Profitability where you can see it.
Costs allocate to projects as they’re entered — bills, items, time. The report builder can group AR, AP, and inventory cost by project, by phase, or by any custom field your team uses to slice the job.
See a draw and a change order on the canvas.
Walk a real project through progress billing on a demo call.