Run big jobs. Get paid in installments.
Lose nothing.
Three interactive walkthroughs, in the order a real job runs: set up the project, then pick the billing style that fits — Cost Summary (T&M) from live work orders, or Schedule of Values from an estimate. Each is about 3 minutes.
1
Create the Project & Phases
The starting point: create the project, pick its phases, link work orders, and read budgets vs actuals.
Projects & Phases tour · ~3 min
2
Bill by Cost Summary (T&M)
Milestones from live work orders — bill a deposit, absorb a mid-job change with Manage Billing, and finish to the penny.
24 steps · ~3 min · with & without QuickBooks
3
Bill by Schedule of Values
From an estimate: pay applications, the G702/G703, retainage, and a signed change order — the way GCs expect.
26 steps · ~3 min · with & without QuickBooks
Finish or exit any tour and you'll land right back here.