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When not using claims integration, users have the ability to enter receipts into Framework ECM and link them to invoices on the Construction Claims screen (see Construction Claims).
What To Do
Requirements
Setting Preferences
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Framework ECM’s standard template is based on the standard HIA contract:
Contract Deposit | 5% |
Base Completion | 10% |
Frame Completion | 15% |
Lockup Completion | 35% |
Fix Completion | 25% |
PC Inspection Completion | 10% |
This template can be altered or new ones created to suit the specific breakdown being used in the building contract.
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Invoices can be printed directly from the Construction Claims screen. When a claim has been raised and an invoice is ready to be sent to the client, one of the standard invoice reports may be printed.
Note: It is possible to have reports tailored specifically to suit a business. For more information, contact Insula Software.
Implementation
- Set the preferences
- Plan the process
- Client focused reporting (invoice/letters)
- Educate staff
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