Month-end billing shouldn't mean rebuilding a schedule of values by hand and hoping the retention math holds up. In SubSmart, the billing request is generated from the same scopes you contracted — set percent complete on each line and the rest calculates itself.
Every contract scope appears on the billing request with its amount, work-in-place, percent invoiced to date, and an input for this period's percent complete. Type the number; SubSmart computes the requested amount per line, subtracts retention, and totals the amount due. What took an afternoon of cross-checking takes minutes.
30 seconds: percent complete becoming an invoice, with the books in sync.
Generate a branded invoice document straight from the billing request, and let SubSmart's two-way QuickBooks Online sync push invoices, pull job costs, and keep customers and jobs matched between systems — so the office isn't keying the same numbers twice.
Because billing lives on the same platform as bids, scopes, schedules, and field reports, the numbers agree with reality: job completion rolls up from the field, budget remaining reflects actual costs, and the work-in-progress picture is current the day you bill — not three weeks later. Extra work follows the same thread: a signed T&M ticket becomes a change order becomes a billing line.
Every contract scope appears on the billing request with its amount and percent invoiced to date. Enter this period's percent complete per scope and SubSmart computes requested amounts, retention, and the total due.
Retention is calculated automatically on the billing request, with the amount due after retention totaled for you — no side spreadsheet.
Yes. Once a change order is approved and contracted, its scopes appear on the billing request alongside base contract scopes.
Yes — a two-way sync pushes invoices, pulls job costs, and keeps customers and jobs matched between SubSmart and QuickBooks Online. See it in the product tour.