What your team captures
Contract value, earned work, prior billing and retainage.
crewTendCalculate earned work, retainage and previously billed amounts.
Available with scope limitsProgress calculations and draft invoices are available. Certified pay-application forms are not generated.

Click each step to see the information your team brings in, the review they make and the record they keep.
A project milestone ready to bill
Review the calculation and prepare the next draft invoice
A progress invoice tied to the project
Contract value, earned work, prior billing and retainage.
Review the calculation and prepare the next draft invoice.
A progress invoice tied to the project.
Start with a project milestone ready to bill. Review the calculation and prepare the next draft invoice. The result is a progress invoice tied to the project.
Progress calculations and draft invoices are available. Certified pay-application forms are not generated.
Product readiness Ask about setupOffice and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & access