Construction Client Payment Application Software

With Bauwise’s Client Payment Application, you can say goodbye to manual paperwork and administrative burdens. Ensure efficiency and transparency throughout your project lifecycle.

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Improved Efficiency

The streamlined process reduces administrative burdens, eliminating the need for manual paperwork and ensuring that payment applications move swiftly through the approval stages. Contractors can save valuable time and resources, allowing them to focus on other critical aspects of the project.

Enhanced Transparency

The Client Payment Application feature provides a clear overview of the payment process, enabling contractors to monitor the progress of payment applications at every stage. By involving all relevant parties and obtaining their approvals, transparency is increased, fostering trust and minimizing potential disputes.

Time and Effort Savings

Gone are the days of manual paperwork and repetitive data entry. By automating the payment application process, Bauwise significantly reduces the time and effort required to generate and manage payment applications. Spend less time on administrative tasks and focus more on your core construction activities.


Creating a Client Budget

To get started, a new subproject must be created specifically for the client’s budget. Within the subproject, set the type as a client budget. Once this is done, a client contract can be created and associated with the budget. In the contract view, you have the flexibility to add contract line items either by copying and pasting information from Excel or manually adding lines directly into Bauwise. After entering all the necessary contract information, change the contract status to “Confirmed.”


Adding Contract Parties

Before proceeding with payment applications, it is essential to add the relevant contract parties. In the contract view, navigate to the Access panel and include the project manager, client, and client supervisor as contract parties. Currently, each contract must have these three parties, but there are plans to provide the option to add or remove parties in the future.


Creating Payment Applications

With the contract parties set, you can now create payment applications. Access the Payment Application sheet and input the application sums or percentages as required. The project manager has the authority to enter these details and subsequently approve the payment application. Once approved, the payment application moves on to the next party in the approval process, following a specific order: project manager → client supervisor → client.


Approval and Editing

When a payment application is sent to one or more parties for approval, they have several possible actions to take. They can confirm the payment application, which will allow it to move forward in the approval process. Alternatively, they can decline the application, which sends it back to the project manager for review. If necessary, parties also have the option to edit the payment application, which clears all previous approvals and allows for modifications. After editing, the party can re-approve the application, signifying the completion of their part, and the payment application will proceed to the next party for approval.


Signing Process

After all parties have approved the payment application, the signing process begins. The signing process is parallel, meaning the order of signatures is not important. All parties involved will receive a notification email simultaneously. Each party can add their signature to the payment application, ensuring a complete and accurate record of approvals.

See for yourself how simple and efficient can construction client payment application software be

The typical learning time is just two sessions, while our software can save you up to 4 workdays per month

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