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Work Orders – its all in the process

Keep on top of contractor/supplier payments and even track withholding with PX360

Contractor and Suppliers Management when progress payments are involved always seems to take extra time. Always checking the bank and bookkeeping.


If you then throw in a few variations on top, it can take a few hours to get to the bottom of the spend and remaining balances.


When it comes to a PX360 Work Orders, we recommend using these for large subcontractor values or values where there is several payment points. It is also extremely helpful if your subcontractor is likely to need scope variations.


A little initially planning at the start of the job and creating your contractor and supplier Work Orders is always easier at the start of the job. However its not the end of the world if you need to do some clear previous match and then reapplying these to a new Work Order. This is life and it happens. As long as it saves you time

SEND-OUT FOR QUOTES HINT:

You don’t always have to use your Work Order for selected quotes.


You can create a Work Order and leave the company name blank and send this as a PDF quote request. Once you have your preferred quote write in the details and add the Payment Breakup and your done.


Used for quoting scope assistance and then forming the Work Order. Remove double handling.

The handy point during a build for Work Orders (WO)

Process DescriptionPoint in BuildHow Long It TakesBasic Tips
Create Work OrderStart/During
Project
5-10 MinutesPerfect for electrical, plumbing trades, air conditioning, joiners where they have larger supply and install packages. Or where there are several variations.
VariationAnytime5 MinutesWhen you approve a variation add any items into your work order.
COMING SOON – We will automate this for you.
Invoice From Contractor (with WO)Anytime60 SecondsWhen the invoice comes into the Cost Tab use the Match Button and tick -> Work Order. This will allow you to select to the Trade/Supplier WO, breakup items (stage of payment or variation). Press Submit.
This matches to the WO as well as your overall project budget.
Withhold AmountAnytime2 MinutesIf you have a defect, retention to contractors, work outstanding or incorrect bill amount. You can apply the withhold amount. This can happen to any cost within PX360 not just WO.
Settle Withhold AmountAnytime2 MinutesOnce a withhold amount is applied. If all work has been completed, you can payout/settle the amount by doing this through the WO Section -> Withhold Tab. Use the orange “Settle” button.
ReconcileAnytime2 MinutesIf you have a request for a reconcile of the account. You can check through the Work Order Section. Go to your contractor/supplier and see their current stage of payment breakup/variations, amount exhausted, withholding and remaining. No Bank Accounts needed. Immediate results.

Now you are ready to get back to building!

Having a few processes in place will ensure that you don’t waste time and keep on top!

Good project management sometimes means some additional time thinking about some early setup processes vs jumping straight into building. Doing this will save you hours over the project. It always feels good when your trades know that you are on top of their scope, payments, remaining work.
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