Client Overview
Industry: Commercial & Residential Construction
The client manages multiple construction projects involving properties, floors, labor, materials, and progressive billing to clients. Their biggest challenge was tracking project progress and generating accurate invoices at each construction stage.
Challenges Faced
Before implementing our Construction Management ERP, the client struggled with:
- Manual tracking of project scopes and completion stages
- Difficulty generating progressive invoices linked to actual work completion
- Poor visibility into advance payments and retention amounts
- Disconnected systems for projects, billing, expenses, and assets
- Frequent billing errors and delayed payments
These challenges led to cash flow issues, reporting gaps, and client dissatisfaction.
Solution Implemented
We implemented a Construction ERP solution with a strong focus on Progressive Billing, fully integrated with projects, properties, and accounting.
Key implementations included:
- Project and property-wise setup
- Scope-based project planning
- Percentage-based progressive invoicing
- Advance payment and retention handling
- Integrated expenses, labor, and asset tracking
- Real-time financial and project reporting
Progressive Billing in Action
The system allowed the client to:
- Define project scopes (Preliminary, Phase 1, Phase 2, Final Stage)
- Assign completion percentages to each scope
- Generate progressive invoices automatically
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Track:
- Previously invoiced amounts
- Remaining billable value
- Advance payments adjusted in invoices
- Retention amounts held and released later
Each invoice remained linked to the original sale order and project, ensuring full transparency and audit-ready records.
Results Achieved
After implementation, the client experienced measurable improvements:
- 100% accurate progressive invoices
- Faster invoice generation with zero manual calculations
- Improved cash flow through timely milestone billing
- Clear visibility of advances, retentions, and outstanding amounts
- Reduced disputes with customers due to transparent billing
- Centralized control over projects, expenses, and payments
Business Impact
The Construction ERP enabled the client to:
- Scale operations confidently
- Take on larger projects
- Improve financial discipline
- Strengthen client trust
All while managing projects, properties, billing, labor, and assets from a single platform.
This successful implementation was delivered by Jupical Technologies, leveraging deep expertise in construction-focused ERP solutions and progressive billing workflows.