Project Setup & Maintenance
Subcontract Setup & Maintenance
Schedule of Value Setup
Billing Requirements
Approving & Declining Pay Applications
Change Orders
Retainage
- Releasing Retainage on a Subcontract
- Un-Releasing Retainage
- Generate Final Bill
- Changing a Contracts Retainage Rate
- Changing the Retainage Rate for Schedule of Value Lines
- Turning On Automatic Retainage Reduction for a Project
Compliance Management
- Compliance Comments - GC
- Compliance Management Training Webinar Recording
- Compliance Templates
- Setting Up Project Level Compliance Requirements
- Setting Up Vendor Level Compliance Requirements
- Uploading Compliance Documents by General Contractor
Lower Tier Management
- Second Tier Management Webinar Recording
- Lower Tier Subcontractors & Suppliers - A Complete Guide (for general contractors)
- Adding Lower Tier Suppliers
- Editing & Removing Lower Tier Suppliers
- Edit Payment Amounts for Lower Tiers
- Activating Lower Tier Document Collection
Electronic Payments
- Electronic Payments Webinar Recording
- Adding Payment Permissions to Team Members
- Updating Project Pay Period Status
- Performing Payment Review
- Issuing ACH Payments
- Unconditional lien waiver process for partial payments
Unconditional Waiver Management
Billing Periods
- Billing period email notifications to subcontractors
- Auto assign on billing start date setting
- Re-open a prior billing period for a single subcontractor
- Extend a billing period for all subcontractors
- Who can updates billing periods (roles and permissions)
- Setting up a Project's Billing Period