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Contractor Billing
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Communications The communications program was designed to create, print or email, and track all your documents and communications regarding your projects. The document and log types include RFIs, Notices, Transmittals, Submittal Log, Letters, Proposals, Waivers and Releases, Insurance and Insurance Notices, Material Log, Drawings, Punch Lists, Meeting Minutes, Schedules and Gantt charts, Daily Reports, Telephone Log, Correspondence Sent Log, and Correspondence Received Log. Print the documents on plain paper or to your letterhead right on your printer. You have the option to add an electronic signature on the documents that have a signature line. You can also create your own customized letterhead with your own graphics and text. Also create PDF or RTF files from any document or report and email the file attachments with a click of the mouse. Or you can create MS Word documents using customizable word templates (MS Word required). You can even import customers and vendors from QuickBooks™ Desktop Pro or higher (not QuickBooks Online) to avoid double entry. The notices include option types for a bulletin, change in condition, change sketches, non-compliance notice, facsimile, and memorandum. The transmittals include options to indicate what item(s) are being sent, how they are being sent (e.g., attached or under separate cover), and what action is being taken. The submittals allow you to track and log important dates (received, sent to, returned by, & forwarded to) and list items that are being sent. Proposals include proposed change order, change order request, request for proposal, and estimate. Waiver and Release document verbiage is customizable and the formats include both conditional and unconditional as well as progress or final payment options. The Letters capability includes rich text editing to include many word processing features. The Schedules include Gantt charts, task lists, and work orders. The program helps you create, print, and email your documents as well as follow important job information and critical dates pertaining to your projects. You can enter and track the status of your documents with ease. There are additional logs and status reports for you to print. With our new Version 23, Quantum Project Manager has even more contractor-friendly features! Click here to see what's new! |
