Sub Contractor Billing & Progress

Onsite Construction Software
14 Mar 202406:09

Summary

TLDRThis video tutorial provides a comprehensive guide on managing subcontractor work orders within a project management platform. It covers creating new work orders, adding items and their values, updating work progress through a supervisor's mobile interface, and generating bills based on completed tasks. Viewers will learn how to navigate the system to track subcontractor activities, manage payments, and ensure all financial records are up-to-date. The platform streamlines subcontractor management, making it easier to oversee multiple projects efficiently.

Takeaways

  • 😀 The super admin home screen displays a list of different projects.
  • 😀 Users can manage subcontractor work orders through the on-site platform.
  • 😀 New subcontractor work orders can be created by selecting a vendor name and specifying work details.
  • 😀 Items such as 'brick work' and 'tying work' can be added to a work order with rates and estimated quantities.
  • 😀 Progress updates for subcontractor work orders can be made by supervisors on a mobile screen.
  • 😀 Supervisors can track progress by adding measurements and viewing historical updates.
  • 😀 The platform allows for the creation of bills based on updated progress from the site.
  • 😀 Users can generate multiple bills for ongoing work as progress is made over time.
  • 😀 Payments to subcontractors can be managed, including advanced payments and settling specific bills.
  • 😀 The platform stores all subcontractor work orders, progress updates, and bills for easy access and management.

Q & A

  • What is the main purpose of the on-site platform discussed in the video?

    -The on-site platform is designed to manage subcontractor work orders efficiently, allowing for tracking of project progress and billing.

  • How do users create a new subcontractor work order?

    -Users can create a new subcontractor work order by selecting the vendor name and entering the details of the work order, including item descriptions, rates, and estimated quantities.

  • What types of items can be added to a work order?

    -Items added to a work order can include specific tasks or materials, such as 'brick work' and 'tying work,' along with their associated rates and quantities.

  • How is progress updated for subcontractor work orders?

    -Progress is updated by supervisors using a mobile interface, where they can add measurements and track the amount of work completed for each item.

  • What steps are involved in creating a bill based on work order progress?

    -To create a bill, users refresh the work order to see updated progress, select items with unbilled quantities, specify the quantity to bill, and then save the bill.

  • Can multiple bills be created for a single work order?

    -Yes, multiple bills can be created for a single work order based on the progress updates, allowing users to bill for completed work incrementally.

  • What information is displayed regarding subcontractor bills?

    -The platform displays all created bills for each subcontractor, including total amounts due and details about individual work orders associated with the subcontractor.

  • How can advanced payments to subcontractors be managed?

    -Advanced payments can be managed by selecting the subcontractor bill being settled and recording the payment amount within the platform.

  • What functionality does the platform provide for tracking subcontractor payments?

    -The platform tracks net amounts payable to subcontractors, updating totals as payments are recorded and ensuring accurate financial management.

  • What should users do with bills once they are created?

    -Users can download the created bills, send them to subcontractors for signatures, and store the signed documents within the platform for record-keeping.

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Étiquettes Connexes
Subcontractor ManagementWork OrdersProject ManagementConstruction TechProgress TrackingBill GenerationWork Order CreationSupervisor ToolsConstruction BillingOn-Site Platform
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