AIA Style Billing in CRM Software?
About this article
We’re a commercial mechanical sub that’s been using QB and excel files for everything. We are looking at CRM softwares to assist our project management, cost reporting and billing. We have been using excel files to create ‘similar to’ AIA g702 and 703s. Our public work requires ‘similar to’ AIA G732 and 703. Has anyone found a reputable CRM that can create schedules of values, g702s, g732s, AND stamp an electronic notary? We’re trying to avoid excel files, printing, signing, scanning, etc. Th...
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