Turn an accepted drawing issue into a reviewed billing milestone and document handoff.
Billing Coordinator creates the Draft client document and checks its organization, client and owner. Project Architect identifies the project, drawing revision and fee on a Draft milestone. Link it to that document and attach the acceptance evidence there. Record the accepted date, check that the file names the same drawing issue, and move the milestone to Submitted when the package is ready for review.
Practice Principal reviews the submitted fee and accepted design evidence. Approve the milestone when the evidence supports that revision, or mark it Rejected when the charge needs resolution. Record the decision date and retain the supporting material so Billing Coordinator can understand the basis of the decision.
Billing Coordinator prepares the document lines from the approved milestone. Use a line description that identifies the accepted design stage and compare the fee with the approved amount. Move the document from Draft to Review for Finance Manager. Mark the milestone Completed when its billing handoff has a confirmed document and line result.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.