The Time & Material Billing module provides tools to capture job expenses and convert them into billable amounts with configurable rates and markups. Users can assign billing rates by employee, equipment, inventory, subcontract, or cost code, and define markups as fixed amounts, percentages, or added values. The module includes detailed worksheets for gathering, reviewing, and adjusting billable items before invoicing. It allows creation of invoice templates tailored to specific customers or job types, with drag‑and‑drop layout controls and the ability to include company information and graphics. Its purpose is to streamline the billing process for time‑and‑material contracts while ensuring accurate, consistent invoicing.

Key Features

Time and Material Tracking Converts job expenses into billable entries using defined rates and markups.

• Set billing rates by employee, equipment, inventory, subcontract, or cost code
• Apply fixed, percentage, or added‑value markups

Detailed Billing Worksheets Supports reviewing and refining billable items before invoicing.

• Gather, proof, and modify billing details
• Assign customer‑ or job‑specific billing rates

Customizable Invoice Templates Generates professional invoices using templates adapted to different customers.

• Drag‑and‑drop fields, categories, and invoice elements
• Create unlimited billing designs with custom company info

Benefits

Improved Billing Accuracy Ensures expenses and labor are billed correctly with consistent markups.

• Reduces errors through structured worksheets
• Prevents re‑billing and disputes

Faster Invoicing Workflow Simplifies moving from expenses to finalized invoices.

• Automatic conversion of project costs into billable lines
• Streamlined template‑based invoice creation

Flexible Billing Structures Supports varying billing requirements across customers and jobs.

• Assign custom rates and markups per project
• Use different invoice designs for various contract types