Printing and Saving Documents
Smetter allows you to create a wide range of construction documents and export data to Excel or Word files. Depending on what the document relates to, it can be created from different areas of the system.
On the Project page, you can export documents related to the Project:
- Consolidated Estimate and Project Quotation;
- Construction Contract;
- Project Progress Payment Summary;
- Appointment Order for Responsible Persons;
- Concealed Works Inspection Certificate.
In Analytics, Payments, and Inventory, you can export tables containing the relevant data.
When recording a client payment, you can print a cash receipt voucher for the required amount.
Within a Work Package, you can generate various construction documents. These are usually created using the Print or Export buttons in the relevant tabs. Smetter can also export closing documents for the Project. Export options are available to users who have access to the corresponding tabs.
All Documents in One Place
For the manager’s convenience, all documents are also available in the Documents tab.
Documents for the Client:
- Estimate / Quotation in PDF format;
- Estimate / Quotation in Excel format;
- Quotation / Consolidated Estimate for the Project;
- Progress Payment Summary;
- Work Acceptance Certificate;
- Invoice.
Documents for the Subcontractor
- Work Assignment;
- Subcontractor Progress Payment Summary;
- Subcontractor Work Acceptance Certificate;
Internal Documents
- Estimate;
- Purchasing Budget.
On the Business plan, you can upload your own document templates and configure Smetter to populate them automatically. Custom document templates can be uploaded under Company → Documents and Files.
Результат: множество документов создаются автоматически.