Billings Forecasts

The Billings Forecast is updated when a client accepts a quote or estimate (rated at 100%) and the Account Service Manager marks the quote/estimate as Accepted.

How it works:

When you click Accept, you'll see the billings forecast screen. Update the months when the estimate will be billed—this updates the Forecast tab on the job.

Note for Account Service Managers:

While the job is live, regularly review the forecasted billing amounts and timing. This data feeds into the Client Forecast and Budget Variance reports.