Progress

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Gestan allows you to record the progress of construction sites, based on the quotes or orders that correspond to it.

It then becomes possible to generate an invoice corresponding to the recorded progress situation.

To activate construction site management, use the Site combo from general configuration.

Access: Customers → Construction site progress

The screen displays all quotes, or all orders (depending on the general parameter), for the specified period.

The 1 filter buttons allow you to display only a selection of parts in progress.

In the lower part, the different progress situations recorded are displayed.

Using the New 2 button, you can record new progress for your site.

The Generate button allows you to trigger the generation of a BL or an invoice, for all the lines of the original document, or only for the lines with a progress greater than 0.

If you requested a deposit, you are supposed to have received the deposit before the start of construction. Also, you will only be able to issue your first invoice when the general progress percentage corresponds to an amount exceeding the deposit amount (see below).

The Delete button allows you to delete the last recorded progress point. If this progress point had been invoiced, the corresponding invoice will be set to zero.

You can enter directly in the % before column the percentage of progress of the line, on the date given in Progress to.

The Graph button allows you to display the construction progress graph. The gray part of the graph represents the period between the last progress point displayed, and the probable date of completion of the project, taking into account the pace of all the progress points recorded.

Once a progress is recorded, you can proceed to invoicing the progress situation, using the Generate button.

You can invoice all lines, or only the lines for which the quantity to be invoiced is greater than 0 (i.e. all lines with a non-zero quantity, and a non-zero progress since the last situation of 'advancement).

In the invoice produced:

The nature of the invoice 1 will be indicated by the wording of the progress point
Each invoice line will indicate the progress of line 2

Using the same principle, you can generate delivery notes which correspond to the progress recorded.

Let's say you manage construction sites based on customer orders. For a construction site, you request a deposit of 40%. How to do it with Gestan? Very simple (as always!).

Start by registering your order, with the 40% deposit and transmit it to your customer
As soon as the deposit is paid, you can record it on the order, and possibly issue a payment receipt for your customer (via the context menu of the list of entries)
You can enter as many progress situations as you want. But you will only be able to invoice the progress when the progress of the project exceeds the percentage of deposit requested. In our example, for example you have recorded a situation to date, which calculates a general progress of 25%. You will not be able to invoice this progress.
Later, you record a situation to date, which calculates 50% progress on your project. You will then be able to make a first situation invoice. On this invoice, the mention of the general deposit of 40% will not be mentioned, but the previous payment of the deposit on the order will be mentioned. The balance to be received here will be the difference between the deposit amount and the completion percentage, i.e. 10% of the total.

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