Job Sheet Management

Modernize credit approvals for construction projects with faster decisions, built-in fraud protection and total lien visibility. One platform to manage every construction job — from request to payment.

Simple Job Sheet Forms for Effortless Application Enable your customers to complete and submit job sheets quickly, accurately, and on any device, ensuring an optimized user experience, built on reliable data.

• **On-the-Go: **Customers can start and submit job applications at the counter, on-site, or on their phone — getting approved on the spot or saving progress to finish later.
• **Self-Service Portal: **Contractors and teams can track approval status, next steps, respond to document requests, and ask your team questions from a secure portal.
• **Forms Adjust to the Job: **Forms dynamically adjust to the job size, credit requirements, and project type. That means no overwhelming, irrelevant questions, and fewer errors.

Customizable Job Sheet Forms Capture everything you need for bonded or unsecured jobs in one form. Whether it's a job, project, contractor, sub-contractor, or non-traditional job data, customize your form to fit the way you do business.

• Project data, contractor info, POs, contract terms, lien data and more
• Directly link job sheets to credit accounts for unified visibility
• Send comprehensive job data to your ERP with all decision and tracking details

Speed and Accuracy at Scale With automated workflows and AI-intelligent scoring, your team can process secured and unsecured job requests faster, without sacrificing control or risk visibility. Align workflows with your ERP and CRM for seamless downstream processing.

• Route jobs automatically based on dollar limits, bonding requirements, or risk level
• Score jobs using AI-powered models that incorporate credit bureau, AR aging, and state lien data
• Track every job — from submission to payment — with full audit visibility

Integrated Lien Tracking Protect your lien rights without slowing down credit approvals. Bectran integrates with leading lien and UCC filing providers like NCS Credit, Handle, and Levelset to automate notice generation and ensure compliance.

• Auto-initiate lien notices upon credit approval
• Track job status by state and lien requirements
• Eliminate manual document collection with synced workflows

Fraud Prevention An extra layer of protection in your credit process. Detect anomalies in job sheet submission using AI-powered pattern recognition and real-time data validation — so you can avoid fraudulent accounts and risky contractors earlier.

• Instantly validate contractor identity, licensing, and risk flags
• Leverage predictive scoring based on historical behavior
• Prevent duplicate or suspicious job submissions

Features

• Self-Service Application Portal: Customers can submit, track, and update credit applications online.
• Fraud Detection Suite: Flags suspicious behavior and validates identities using IRS and global data.
• Automated Document Collection: In-app uploading and validation for faster processing.
• ERP/CRM Integration: Syncs credit data across systems for unified decision-making.
• Custom Workflow Configuration: Tailors approval paths and scoring models to match internal policies.