Estimating and billing
Construction invoicing starts with a clear approved quote
BuildVision AI supports takeoff to quote. It does not issue invoices, convert quotes into invoices, collect customer payments or send payment reminders. Use separate accounting or invoicing software for those steps.
Prepare the scope before billing
- Review the drawing quantities, source sheets and revisions. Resolve missing items and check measurement units.
- Apply your material and labor rates, document allowances and exclusions, and prepare the customer quote.
- Keep the agreed scope and quote version with the project records. Record later changes separately so the billing basis remains clear.
- Create the invoice in your billing system using the agreed scope and terms. Reconcile its line items and totals with the approved quote.
This is a manual handoff between workflows, not a promise of an accounting integration or automatic invoice conversion.
Check these details in your invoicing tool
- Customer and project references, quote version and agreed scope.
- Billing milestones, approved changes and amounts already billed.
- Payment terms, applicable tax treatment and any agreed retention.
- Invoice numbering, payment records and reconciliation with your accounting records.