Projects

Bigger work split into stages, each with a budget.

• Start a projectSet up a bigger piece of work for one customer, blank or from a quote.
• Find your way around a projectThe figures at the top of a project, and what is on each of its tabs.
• Build the stages and budgetAdd, rename, move and remove stages, and price each one.
• Quote a project and agree the contractMake quotes from the stages, accept them, and see the contract value and baseline.
• Make jobs and track costsMake jobs from stages, cost bills and orders to a stage, and see budget against actual.
• VariationsPrice changes to the work, send them for approval, and see them in the contract and budget.
• Progress claimsClaim for the work done each period, stage by stage, less what you claimed before and retention, and send it with your state's wording.
• Payment schedules, invoices and RCTIsRecord the builder's payment schedule against a claim, see when a schedule and payment are due, and find the claim in your invoices and your books.
• Retention held and releasedSee the retention a builder holds from your claims, record practical completion and the defects liability period, and claim the retention back.
• The final claim and closing a projectMake the final claim, see when it is due, and close the project once its claims are paid and its retention is back.
• Claim reports, Home and the bellThe claim history and retention ledger reports with CSV, and how Home and the bell tell you when a claim, a schedule, a payment or retention is due.