Phases, milestones, tasks
Project structure, team, scope amendments and closing.
Module · Projects agent
The project records the work.
The invoice is its output.
Phases, milestones, tasks, team, time spent: the project records what has been done. The projects agent prepares, you approve the invoice before it is issued.
What the module covers
Time spent
Hours accumulate in a "to invoice" basket or become contract statements.
Four invoicing methods
Fixed price, milestone, time spent, progress. A method can be set per phase.
Construction progress invoices
Cumulative progress × contract amount − already invoiced − retention − down payment, with the down payment deducted from the next invoice.
See the contract → invoice use caseProjects agent
Create and assign tasks, track due dates, review the portfolio: the agent prepares, you decide.
Frequently asked questions
Does the project invoice by itself?
No: the project records the work and the invoice is its output. It is presented to you with its amount and is issued only after your approval.
Can I invoice a construction site by progress?
Yes, through cumulative construction progress invoices, with retention and deduction of the down payment.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
See how it works on your own scenario
A business situation, your tools, your rules: the demo starts from your reality.