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