Flash Specialty Project Set Up

Index:

• Project Set-Up
• Contract Set-Up
• Assign a Client
• Billing Document Set-Up
• Schedule of Values Set-Up

Step 1: 

Click on "Start project +".  

Step 2:

Fill out the project fields and click "Create project".

Step 3:

Click "Create contract". 

Step 4:

Fill out the required contract detail information (Description, Original Contract Value, Retainage Rate).

*Only fill out the Completed & Stored to Date value and # of Previous Applications if you are starting Flashtract in the middle of a project.*

*If you are utilizing lump sum line item billing keep the Line Item Type on Standard Billing. If you are wanting to utilize a unit based schedule of values you would change the Line Item Type to Unit Billing.*

Then click "Create contract". 

Step 5:

Click "Assign a client". 

Step 6:

Search in the client drop down menu for the client you are working with on this project. 

 

Step 7:

Select the client from the client drop down, then click "Assign". 

Step 8:

Click "View billing requirements". 

Step 9:

When you add an attachment in Flashtract you will either need to chose if the document is Controlled (generated by Flashtract) or Uncontrolled (uploaded by you).  

Next you need to select when you would like the attachment to be generated or uploaded (On every submission, Only on the FIRST submission, Only on the LAST submission, or Only on bills with materials stored.

Step 10:

After setting when to generate, you will need to select the document that you would like generated. 

 

Step 11:

Click "Save". 

Step 12:

You will now create your schedule of values. There are two scenarios for setting up your schedule of values: 

• Creating them manually
• Uploading from a spreadsheet. 

Chose which option works best for you. 

Step 13:

After creating your schedule of values click "Save". 

Project set up complete! 

If you have any questions please contact Flashtract support: 1 [phone] or email us at [e-mail].