Questions, answered

Click Get started, then use Proto to configure PSA for Construction Projects for your business. Start with one owner, one active project, its crew and one milestone billing cycle.

Record the owner, project manager, owning organization, contract type, contract value, budget hours and planned dates. The field and billing records should reference that project.

Submit the work package with billable work, hours and a project. The workflow checks it; an approved package receives a decision record and operation receipt. Work Reviewer checks the outcome.

It remains Submitted and a Failed receipt records the attempt. Correct the package’s billable choice, hours or project before checking the next result.

Commercial Lead approves the milestone for billing. The invoice operation checks its project and amount before moving it to Invoiced.

Create a progress billing linked to the site milestone. Keep its pay application number, amount, due date and current status on that record.

Billing Clerk records the paid date and received amount and marks the progress billing Received. A Payment Record receipt records the collection action.

Project Margin Desk compares contract value with delivered and billed amounts by project, with margin and over-budget signals and a route to the project record.

Record attachments can link contracts, receipts, deliverables, change orders and other files to their parent records by file URL.

Use the billing exception list to find the pay application, due date and milestone. Billing Clerk and Project Manager can coordinate collection and delivery evidence on the same case.