Feature
Billing
Bill each plan check line by line and group the lines on invoices for the client.
An invoice detail is one billable line against a plan check: a type, a quantity, a rate and a total. Because the line belongs to the plan check, what a plan check earned is never reconstructed by hand.
An invoice is a billing header for a client over an invoice period. It keeps a snapshot of the client’s name and address as they were when it was issued. Each client carries its own billing terms, and each plan check can record a payment type and the firm’s SFA fee.
Online card payments are not taken today: the API has Stripe billing wired in, but it is off unless an operator turns it on.
More features
All features →- 01
Plan check tracking
One record per plan check, from submittal to final approval, with its reviews, deliveries and billing attached.
- 02
Discipline reviews
Route each plan check to a plan checker per discipline, track review cycles and record the verdict.
- 03
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.