Unified Billing

Time and Material, Cost Plus, Fixed Fee, Progressive, T&M Not-to-Exceed, Flat Rate, Change Orders. There are many ways to invoice customers and most companies employ several if not all these methods on a daily basis. Worse yet, they find that they need to mix and match methods in a single invoice format. For example, a job starts off as a fixed fee contract but then adds a time and material change order.

Sam Pro's Unified Billing module allows a single job to be billed in any combination of invoicing methods. The invoice layouts are user defined and assigned at the job level, allowing unique layouts for specific job/customer requirements. Service work orders can be billed along with construction invoices using one unified module. Pre-billing worksheets can be automatically distributed to Managers via ReportAnywhere.

Features:

• Integrated Financial and Business Performance Data
  • Unified Service and Construction Invoicing
  • Enhanced forecasting capabilities
• Allows multiple invoice formats per job
  • Fixed Fee
    • Cost Plus Invoice
    • Square Foot Invoice
    • % of Construction Complete
  • Time & Material
  • Time & Material Not-to-Exceed
• Bill jobs to the:
  • Customer
  • Manufacturer (warranty work)
  • Contractor or other third party
• Handles Commercial, Industrial and Residential
• Document management/invoice archiving
• PM Contract Billing
• Record charges
  • Directly to the work order
  • To the centralized labor and material journals
  • Via the Remote Tech Applet
  • Via the Remote Time Applet
• Unlimited pricing rates for labor, material and other charges stored at job level
• Default costing and pricing may be adjusted on an item-by-item basis
• Supports Flat Rate Pricing
• Custom-tailored formatting controls level of detail and information on Invoice
• Supports Sub-Contracting Charges
• Rules-Based Management
  • Automatically alert service manager if completed work orders fail to be invoiced promptly
  • Escalation and notification of unbilled cost