Time and Material, Cost Plus, Fixed Fee, Progressive, T&M Not-to-Exceed, Flat Rate, Change Orders. There are many ways to invoice customers and most companies employ several if not all these methods on a daily basis. Worse yet, they find that they need to mix and match methods in a single invoice format. For example, a job starts off as a fixed fee contract but then adds a time and material change order.
Sam Pro's Unified Billing module allows a single job to be billed in any combination of invoicing methods. The invoice layouts are user defined and assigned at the job level, allowing unique layouts for specific job/customer requirements. Service work orders can be billed along with construction invoices using one unified module. Pre-billing worksheets can be automatically distributed to Managers via ReportAnywhere.
Features:
- Integrated Financial and Business Performance Data
- Unified Service and Construction Invoicing
- Enhanced forecasting capabilities
- Allows multiple invoice formats per job
- Fixed Fee
- Cost Plus Invoice
- Square Foot Invoice
- % of Construction Complete
- Time & Material
- Time & Material Not-to-Exceed
- Bill jobs to the:
- Customer
- Manufacturer (warranty work)
- Contractor or other third party
- Handles Commercial, Industrial and Residential
- Document management/invoice archiving
- PM Contract Billing
- Record charges
- Directly to the work order
- To the centralized labor and material journals
- Via the Remote Tech Applet
- Via the Remote Time Applet
- Unlimited pricing rates for labor, material and other charges stored at job level
- Default costing and pricing may be adjusted on an item-by-item basis
- Supports Flat Rate Pricing
- Custom-tailored formatting controls level of detail and information on Invoice
- Supports Sub-Contracting Charges
- Rules-Based Management
- Automatically alert service manager if completed work orders fail to be invoiced promptly
- Escalation and notification of unbilled cost
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