- Module 7
Accounts Module
Construction billing with progress invoicing, AIA billing forms, lien waivers, and retention tracking
- Challenges We Solve
Common Pain Points, Solved
Progress billing and AIA forms take hours
Automated AIA billing forms with stored values, current billing, and change order integration reduce billing time by 75%
Tracking retention and lien waivers across multiple projects
Automated retention tracking with conditional and unconditional lien waiver generation tied to payment milestones
No visibility into WIP and project profitability
Real-time work-in-progress reports show billings vs. costs, over/under billing, and project profitability by job
Proven Results
Real Impact on Your Bottom Line
45% Faster Payment
Systematic approach ensures audit readiness at all times
98% Invoice Accuracy
Proactive risk management prevents accidents before they happen
30% Better Cash Flow
Systematic non-conformance management drives continuous improvement
90% Less Admin Time
Mobile reporting and automated workflows accelerate issue resolution
- Complete Solution
Everything HR in One Place
Progress Billing
Create progress invoices based on percent complete, milestones, or schedule of values. Generate AIA G702/G703 forms automatically.
Lien Waivers
Generate conditional and unconditional lien waivers tied to payment applications. Track waiver status by tier.
Retention Management
Automatically calculate and track retention held on invoices. Release retention upon substantial completion or milestones.
Payment Applications
Submit payment applications with supporting documentation including stored materials, change orders, and continuation sheets.
WIP Reporting
Work-in-progress reports show costs incurred, billings to date, over/under billing, and estimated completion costs.
Subcontractor Billing
Track subcontractor payment applications, verify lien waivers, manage retention, and schedule payments by trade.
- Key Features
Why Businesses Love This Module
Powerful features that make organization management effortless and efficient
AIA Forms
Auto-generate G702/G703 progress billing forms in minutes
Lien Waiver Automation
Generate and track conditional/unconditional waivers by tier
Retention Tracking
Automated retention calculation and release management
WIP Reports
Real-time work-in-progress and over/under billing analysis
QuickBooks Integration
Seamless sync with QuickBooks Desktop and Online
Change Order Billing
Automatically include approved change orders in billing
