Setting up construction projects can feel overwhelming, but with Werx Contractor Accounting Software, the process is streamlined and stress-free. Whether you’re a free trial user or have a paid subscription, Werx offers powerful tools to organize all aspects of your project setup, from creating estimates to assigning roles and managing billing. Contractors across industries, from remodelers to solar contractors, rely on Werx to simplify their workflows and improve efficiency.
With Werx, you can create two types of projects: Contract Projects and Time & Material Projects. Contract Projects are ideal for jobs with a fixed budget, allowing you to bill clients in stages based on the percentage of work completed. Time & Material Projects, on the other hand, are flexible and perfect for jobs where costs depend on actual labor hours and materials used. Both options give contractors the flexibility to meet the demands of any project, big or small. Let’s walk through the process of setting up a project in Werx, along with the key features designed to make managing your construction projects a breeze.
Setting Up Project Details
When creating a new project, it’s essential to have a system in place that organizes all the necessary information upfront. In Werx, the “Project Details” section is where you’ll input foundational data to ensure a smooth workflow. Start by navigating to the “Projects” tab and clicking the “Add Project” button. Here, you can select an existing customer from the dropdown menu or add a new one if they’re not already in the system. For those who have created an estimate in advance, Werx allows you to auto-fill much of the project’s information by selecting the appropriate estimate, saving you valuable time.
Once the customer and estimate are selected, it’s time to enter the project-specific details. Add the project’s name, number, and location, along with the contact details of the project owner. Assign a project manager to oversee tasks and timelines, ensuring there’s a clear point of accountability from start to finish. This organized approach lays the groundwork for successful project execution and helps contractors avoid costly errors or missed details down the line.
Entering Contract Details
Contract details are the backbone of any project, and Werx ensures this information is documented accurately and efficiently. Begin by entering the customer’s contract or purchase order number—this serves as the unique identifier for the project and will appear on all related documentation. You’ll also select an invoice style that fits the client’s needs, such as Standard Progress or AIA Billing, making it easy to align billing with client expectations.
Next, input the contract date, project start date, and estimated completion date. These dates are critical for maintaining an accurate project timeline and ensuring everyone involved, from subcontractors to suppliers, is on the same page. With all these details in place, contractors can move forward confidently, knowing that their contracts are well-organized and accessible whenever needed.
Assigning Contacts and Roles
Effective communication is the key to a successful project, and Werx makes it simple to designate contacts and assign roles. In the “Contacts” tab, you can link client representatives or other stakeholders to the project, ensuring they receive updates and have access to relevant documentation. Having clear points of contact reduces miscommunication and ensures that everyone is aligned on project goals.
In addition to contacts, the “Assign” feature allows you to control who has access to the project through tools like time tracking and the Werx Field App. Assign specific users, groups, or the entire team to the project, depending on its scope. This granular control over access ensures security for sensitive projects while also empowering the right team members to take charge of their responsibilities.
Managing Tax Rates and QuickBooks Integration
Tax compliance can be complex, but Werx simplifies it by allowing you to set project-specific tax rates directly within the software. These rates are automatically applied to change orders, invoices, and other financial documents, ensuring consistency and reducing the risk of errors. Simply navigate to the “Rates” tab and input the applicable values for the project.
For contractors using QuickBooks Online, Werx offers seamless integration to streamline accounting workflows. Sync your customer and project data with a single click, saving time and eliminating duplicate entries. This integration ensures that your financial records stay up-to-date, making it easier to manage payroll, generate reports, and maintain compliance.
Editing Projects with Ease
Projects evolve, and Werx makes it easy to update project details as changes arise. To edit a project, simply navigate to the customer’s project in the Contract Project list, click “More,” and select “Edit Project” from the dropdown menu. From here, you can make updates to key details like timelines, contacts, or tax rates and save your changes. This flexibility ensures that your project documentation always reflects the most current information, keeping your team and clients aligned.
Why Contractors Rely on Werx
Werx isn’t just a tool for setting up projects—it’s a comprehensive solution that streamlines every aspect of project management. By centralizing key details and automating repetitive tasks, Werx helps contractors save time, avoid errors, and focus on delivering high-quality work. From detailed estimates to real-time labor tracking, Werx empowers contractors to take control of their projects from start to finish.
Ready to see how Werx can transform your construction business? Sign up for a free 30-day trial or schedule a personalized demo today. Take the first step toward effortless project management and discover why contractors across industries trust Werx to get the job done.
