Electronically Signing Hourly Invoice Made Easy

Electronically signing hourly invoice

nullify is a project management and job costing solution they can help make sure that your company is running as organized and efficiently as possible while using no Fi you'll get real-time statements on the jobs current revenue broken down into contract values how much has been built and how much has been paid to date as well as all of your job costing which will break down all of your material labor and subcontractor costs and this will calculate a profitability through each transaction associated with the project the process starts when we add a new job to the account we give the job a name choose a client from our database and select from different contract styles that are offered to notify including fixed price lump sum billing as well as time materials options you also have the option to choose whether or not you want to include a budget and you can set a jobsite address for shipping information on purchase orders and time tracking from your employees in the field once the job is set up you'll be pulled into the jobs plan and track section this will be our project plan but also where we start the job by setting up our budget we can divide the job into plan phases this way our job costing gives us a little bit more detail than just how much we've spent overall in the project to date we could set up a materials budget as well as a labor budget and our budget for subcontractors if we want we can get more detailed when creating these budgets as well we'll add another phase here and we'll call this one framing and rough carpentry before we entered off our budget does lump sums where we simply entered in a dollar figure but if I click where it says add materials we can reference a database of products that were frequently purchasing choose what we need to purchase and since all of the items are associated with the cost from a previous time that we've purchased them all we'll need to do is plug in a quantity of everything that we're purchasing and the materials budget will be built for us you'll see that the material budget automatically populated at the top of this phase based off of the different unit costs and the quantities of each item same goes for labor I could choose the different type of laborers that I'm gonna need on this jobsite put in the estimated number of hours that they'll be working it'll use an hourly cost from setting up my account and it will show me how much I'll probably end up spending on labor by the end of this phase know if I also have some automated budgeting tools to speed up these processes want to choose to use the service template all I need to do is type in what type of work I'm doing and the number of units we need to estimate and know if I will fill in the room once we're content with the budget that we've set up our next step will be creating the proposal at the top of the screen I'll click where it says create proposal and it'll given the option to use my project plan phases to help speed up the proposal creation process this will also pull client information that we have on file I can give the job a contract number and our line items will automatically be created to represent each phase of our job earlier so all I need to do is plug in a markup apply it to all phases and you'll see that it quotes all the pricing for me aside from just contract pricing know if I can also save your terms and conditions to be populated in all of your proposals this way the information doesn't need to be re-entered every time and they'll automatically show up when you send your proposals to the customer the proposal can also be sent directly through nullify and the customer can respond for the digital ease once the proposal is sent the job will be marked to know if I shout for signature so you can see the current status of this job the client will get an email that looks similar to this with their company name on it and a link so they can view and respond to your proposal this will open up and know if I secure a signature site and a client will be able to respond by clicking acceptance sign and entering their name and title once this goes through it'll email you back to let you know that you won the job and it'll also switch the project from alpha signature to active automatically now the jobs active will also be able to start tracking our cost this is where we'll want to open up the plan and track section again you'll note that now it's not just our budget we all have a field to track cost to date and this process could be automated by using the budget that we laid out earlier all we need to do is click purchase and we can use the list of materials from our budget and this can go across all phases and it will automatically pull us into the purchasing module prompt for a vendor and fill out all the information necessary to send out a purchase order once this purchase order is finalized it will simultaneously update the cost of the job to date as well as generate a purchase order document which we can email directly to the vendor straight through nullify aside from just tracking the cost of purchases bills from vendors can also be logged directly into your NOAA account it's as simple as clicking bills add new bill and then entering the name of the vendor or the purchase order number if you're logging a bill directly against the purchase and then confirming all the lines that the vendor has sent you in this bill aside from just tracking material costs and notify you also have the ability to track your field staff and their labor hours we can start this process by setting up a schedule for our jobs and the corporate calendar you can lay out the dates that you'll be getting to each phase of the job simply type in the job number or name choose which phase you on a schedule and how many days will take aside from setting up the dates of the job notifies job board will allow you to assign individual employees to each phase of the job assigning the employees to the job will automatically trigger a popup on the notified smartphone app so the employee knows where they're supposed to go and what they're supposed to do each day then when you go to enter time for these employees it'll show you who's scheduled to be working and you'll be able to enter all the hours that they've reported each day you can see the full list is there too in case anyone else worked that wasn't part of the schedule no if I also offers the ability for employees to check in and check out of job sites so you can see their location at the beginning of an end of every day this way there's more information behind all their time entries than just a lump sum total number of hours now that we've logged our material and labor cost we can open the jobs plan and track again to see the new total cost to date it'll also break down this cost into materials and labor versus their respective budgets and you'll be able to see the cost versus budget for each phase of the job that you set up earlier these phases can also be expanded into their own labor and material budgets and a breakdown of what items have been ordered and how many hours each employee has spent on this job to date aside from just the costing side of no Fi we can go to our contract to start tracking revenue this is also where we can send out change orders to our clients as necessary I click add change order give a description of what this change order entails and a price and these change orders are also available for digital signature to get client approval before moving forward finally we'll create an invoice for this project simply click invoice now at the top of the screen and know if I will prompt you for a percentage of each line of the contract that you want to invoice at this point in time this can also be done in dollar figures or in lump sums across the entire contract but when you finalize this it will generate an invoice document which could be emailed to the client directly through no Fi aside from just generating an invoice document you can also include a link for online payment via ACH or credit-card right through your nullify invoice email now that this invoice has been generated and we've tracked the cost of the job I can go back to my contract job screen to see my current statistics on how we're doing on this project to date I can see where we stand currently as far as the jobs revenue and the contract value as well as all of my material and labor costs versus their budgets and our profitability at this point in time on the project if you have more questions on notify or if you would like to schedule one on one demonstration with a member of our team please reach out to support at no fi calm and we're happy to help thank you and have a nice day