PROGRESS INVOICING HOW TO
PROGRESS INVOICING SOFTWARE
PROGRESS INVOICING PLUS

The payment application contains a schedule of values that lists, line by line, each task to be completed. Prime and first-tier contractors can bill owners for a progress payment through a document called a payment application. What ever their decision, the change order is an official document that documents the new requirements and sets the new price. Upon seeing the progress that may decide they would prefer a different layout, or higher quality materials, or something purely decorative. Another, much more common situation is the owner deciding on changes. For example, there may be factors previously unseen such as ground pollution or whatnot. That may happen when there is a materials shortage or even when it is deemed not possible to build a specific element of a project. Change orders come about as decisions are made to deviate from the original plan. It's also common for the initial agreed-upon amount to change throughout the project as change orders are introduced. Often an amount is prepaid up front to give the contractor money to cover materials, and then again and again at intervals of completion - that could be every 20% or 25% whatever the contractor and owner have agreed upon. While it's still common to pay based on a time-oriented schedule such as weekly or monthly, work is pre-set in chunks to match the timeline. Instead, it's common to pay for tasks completed - otherwise known as percentage complete.

Scheduling & Dispatching – This section contains topics related to the schedule board, appointments, work orders, dispatching, etc.Unlike in retail or the service industries where it's normal to pay once in exchange for a product or service rendered, in construction it's much more difficult because the project isn't truly finished for weeks and sometimes months.

Electronic Transactions – Credit Card Troubleshooting.

Creating, Editing, and Importing Budgets.

Accounting & Banking – This section contains topics related to journal entries, deposits, checks, credit cards, account registers, reconciliations, etc.

Warranty Work and Reimbursement Management.

Purchase Order Tab Separated File Format.

Vendors & Accounts Payable – This section contains topics related to vendors, bills, item receipts, etc.

Security, Users, & Preferences – This section contains topics related to users, preferences, security settings, audit trail, etc.

Using Invoice Item Aliases (alternative part numbers).

Invoice Items – Changing Chart Of Account Selections.

Inventory Item Adjustment (Non-Serialized).

Adding Invoice Items – Service Agreement.

Adding Invoice Items – Non-Inventory Part.

Invoice Items & Inventory Management – This sections contains help topics on items, purchase orders, inventory adjustments, price levels, item aliases, barcoding, reordering, warehouses, etc.

Locate/Merge Duplicate Customer:Jobs Utility.

Company, Tools, & Utilities – This section contains topics related to company features like assets, database checkups, maintenance, reminders, etc.

Reports – This section contains help topics for all reports.

Sales Tax – This section covers topics related to sales tax setup, usage, and troubleshooting.

Preparing Total Office Manager for Contractor Compass™.

Mapping Drives for Network Shares in Aptora Hosted.

PROGRESS INVOICING HOW TO

How to Install and Use Contractor Compass Dashboards.

PROGRESS INVOICING SOFTWARE

Software Setup & Installation – This section contains topics related to setup, installation troubleshooting, hosted configurations, updates, etc.

Importing Flat Rate Plus™ Data into Total Office Manager.

PROGRESS INVOICING PLUS

Importing Flat Rate Plus for Aptora Hosted Solutions.Importing Data Into Total Office Manager.Data migration topics would also be in this section. Importing & Exporting – This section covers topics related to importing and exporting.Customer Equipment & Service Agreements – This section covers topics related to customer equipment, service agreements, renewals, etc.Setting up a Payroll System from Scratch.Payroll Taxes by Employee (converting your existing setup).Payroll – Form 941 (Quarterly Federal Tax Return).Payroll – Filling Out Form 941 (step by step).Payroll – Employee Time Off Adjustments.History Form (customer:job, vendor, and employee).

Employees & Payroll – This section contains topics relating to employees, timesheets, HR related tasks and payroll processing.

Progress invoicing