Our client invoices over 1,000 construction jobs each month. Majority of their billings follow AIA Billing guidelines, which require inclusion of 4 separate documents; an invoice; an Application and Certificate for Payment (G702); a schedule of values, also known as, a continuation sheet (G703); and a conditional lien release for progress or final payments.

Although the paperwork was relatively simple and to prepare, it did take an average of 250 working hours each month. Due to restrictions associated with the timing of construction job invoicing, and requirements of determining an accurate percentage of work completed, a majority of the billing paperwork work could only be completed during the latter part of the month. As a result, the Billing Department was consistently burdened by a substantial amount of overtime.

• Design a process to make the billing information easily accessible by billing coordinators.
• Centralize billing documents such that they are accessible by authorized users in Billing & Collection departments.

Our client approved a WEB based application that receives revenue accrual and billing data separately, then stores each set of data independently in a cloud based SQL database. Billing coordinators use an intuitive WEB application to generate all the required billing documents with just few clicks.

• Saved the Billing Department over 200 work-hours by reducing the billing process by an average of 10 minutes per invoice.
• Improved collection effort by allowing Billing and Collection departments to quickly respond to customer inquiries and re-submission requests.
• Billing Managers can access, review and approve their billings from anywhere on desktop or mobile devices.
• Reduced, and in some cases eliminated, costs of printing pre-printed forms.
• The application is capable of generating both Standard AIA forms and custom GC billing documents from contractors such as DPR Construction, Icon Construction, Level-10 Construction, Webcor Builders among others.
• Users can prioritize billing documentation by Job, Customer, or several other criteria.
• An Executive Dashboard displays billing progress for a period, as well as, user performance graphs, which were previously unavailable.
• Improved intra- and inter-departmental collaboration.
• Simplified customer dispute resolution.