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Financials

From finished work to money in the bank

Invoice in a click, bill projects the way GCs require, hold and release retainage, and always know your cost vs budget — the accounting side, built for contractors.

Invoice · INV-1184
Metro Tower — Chiller retrofit
INV-1184
Due Aug 1
Labor — 32.5 h$4,712
Materials & parts$3,180
Change order CO-0092$8,500
Total due$16,392
Invoicing & payments

One click from done to paid

Completed work orders, labor, parts and change orders roll straight into an invoice. Send it, and customers pay online through their portal — no chasing paper.

  • Job → invoice in a click, with your branding
  • Online payments via the client portal (Stripe)
  • Recurring invoices for service accounts
A/R · Ready to bill
WO-1184 · approved$3,240
WO-1190 · approved$1,880
PM route · June$2,450
Ready to invoice$7,570
AIA billing & retainage

Progress billing the way GCs require

Bill phased project work with proper G702/G703 schedules of values, track percent complete per line, and hold and release retainage automatically — no spreadsheets.

  • AIA G702/G703 progress billing
  • Retainage held and released automatically
  • Change orders folded into the contract value
G703 · Application #4
ItemSched. value% This app
Demo & rig$24,000100%$0
Equipment set$86,00075%$21,500
Piping$40,00040%$8,000
Controls$30,00010%$3,000
Less retainage 5%−$1,625
Due this app$30,875
Job costing & WIP

Know if the job is making money — while it still can

Every labor hour, part and bill posts to the job, so you see real cost against budget and work-in-progress in real time. Catch the slippage before it eats the margin.

  • Live cost vs budget by cost code
  • Work-in-progress and profitability per job
  • A/P, purchase orders and vendor bills tied in
Job costing · Metro Tower
Labor$41k / $52k
Materials$28k / $30k
Subs$12k / $22k
Projected margin18.4%

Everything in Invoicing & Accounting

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