October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 3A Overview Features (3)

• Convert a BOQ Estimate into a Native Quote
• Group your BOQ Items 5 Different ways.
• Create Invoices Using BOQ Item Grouping
• Raise Progress Payments on BOQ Items
• Manage the Invoice balances for each BOQ Item
• Creating Financial Forecasts for Project Balances
• Convert Financial Forecasts into Invoices
• Invoice and Forecast Reporting and Dashboards