Money

Budget, invoices, payments, and change orders.

• What to send each sub when you ask for a priceThe question is not the trade - it is who supplies the material. Pick the trade and the scope fills itself in.
• Item lists - getting quotes priced line by lineSend the lines and every supplier prices the same ones, so the quotes compare to the penny.
• Entering an invoice a sub emailed youDrop the PDF in and it fills the form - including which budget line it lands on. You check the amount and save.
• Selections - the choices that aren't yours to makeEvery choice the client owes you, with an allowance and a date set by lead time - not by when the trade shows up.
• Build a project budgetAdd budget lines and track budgeted vs committed vs actual.
• Track your profit on a jobSay how the job pays and profit tracks itself as costs land.
• Preconstruction and soft costsTrack the money spent before and around the trades - plans, permits, insurance, loan interest - in the same budget.
• Upload an estimate - and remove one you uploaded by mistakeUpload a quote on the Estimate tab, and how to take it back off if it was the wrong one.
• Turn a budget into a client proposal (estimate)Add a markup to your budget and generate a branded proposal PDF for the client.
• Bill by pay application (AIA G702 / G703)Monthly progress billing against a schedule of values, with retainage and a G702/G703 PDF.
• Save and reuse a budget templateTurn a budget into a reusable starting point for future jobs.
• How the money side fits togetherThe big picture: money in from the client, money out to vendors, and your fee.
• Create an invoice (even if the sub has no account)You record the vendor's bill yourself and can attach their actual file.
• Approve, send, and pay an invoiceMove an invoice through its lifecycle and record how it was paid.
• Attach a lien waiver to an invoiceUpload conditional or unconditional lien waivers per invoice.
• Bill your client for several approved costs at onceTick several approved sub bills and material costs and turn them into one invoice to your client, with your markup on.
• Record a client payment & set your feeLog money coming in from the client and track escrow.
• Knowing when you can pay your vendorsSyteNav tells you when you're holding enough to pay outstanding bills.
• Create and approve a change orderTrack scope changes and cost adjustments, and approve them.
• Change orders that add to a sub's contractLink a change order to a sub and approving it grows their contract.
• Job Money: are you making money on your own job? (subs)For subs running their own jobs: quoted vs earned vs cost, with live profit and margin.
• Ask the client for a depositRequest a deposit or a quoted stage payment, and send it to your client.