Table of Contents

1. Siteworks General Progress Billing

   • JB Bill Initialization
   • JB Progress Billing
   • SW Print AIA

2. Siteworks Grouped Progress Billing for Two Owners

   • JB Bill Initialization
   • JB Progress Billing
   • SW Print Bluehawk AIA

3. Siteworks T&M Progress Billing

   • JB Bill Initialization
   • JB Progress Billing
   • SW Homefield Pay App Backup

4. Asphalt Quantity T&M Progress Billing

   • JB Bill Initialization
   • JB Progress Billing
   • Beginning Invoice Selection
   • JB Interface Program

1. Siteworks General Progress Billing:
Job Progress Billing > Programs> JB Bill Intitialization

JBP1. Navigate to Job Progress Billing > Programs > JB Bill Initialization.

JBP2. Select the Initialize Option as referenced in the provided image.

JBP3. Enter the Job # for both Beginning Contract and Ending Contract.

JBP4. Select the Beginning Date and Ending Bill Date.

JBP5. Click Initialize Bill to generate the billing record.

JBP6. Click Close to exit the JB Bill Initialization window.

Job Progress Billing > Programs> JB Progress Billing

JPB7. Open JB Progress Billing.

JBP8. Navigate to the Info Tab and verify the Bill Month is correctly set.

JBP10. Open the Items Tab and enter the dollar amount or percentage for the pay application.

JBP11. You can input values in the relevant columns, and the system will auto-calculate the others.

JBP12. Review the totals at the bottom of the page to ensure accuracy.

JBP13. Click Save and select the Info Tab
 

SW Print AIA

JBP14. Select the SW Print AIA button.

JBP15. Select the correct invoice from the list.

JBP16. Preview the AIA report for accuracy.

JBP17.Print the document to PDF for submission.

JBP18. Select the JB Interface button.

JBP19. Select the Billing Month (Month when the work was performed).

JBP20. Check the "Interface" box in the entry column.

JBP21. Click the "Post"button at the bottom of the page.

JBP22. Click "OK" to confirm the Billing Month.

JBP23. Click the "Validate" button to ensure there are no errors.

JBP24.Click the "Post" button again to finalize.

JBP25. Close the JB Interface Window.

2. Siteworks Grouped Progress Billing for Two Owners:
Job Progress Billing > Programs> JB Bill Intitialization
GJBP1. Navigate to Job Progress Billing > Programs > JB Bill Initialization.
GJBP2. Select the Initialize Option as referenced in the provided image.
GJBP3. Enter the Job # for both Beginning Contract and Ending Contract.
GJBP4. Select the Beginning Date and Ending Bill Date.
GJBP5. Select Restrict by Item Bill Group check box.
GJBP6. Select Item Bill Group (The owner)
GJBP7. Click Initialize Bill to generate the billing record.
GJBP8. Click Close to exit the JB Bill Initialization window.

Job Progress Billing > Programs> JB Progress Billing

GJPB8. Open JB Progress Billing.

GJBP9. Navigate to the Info Tab and verify the Bill Month is correctly set.

GJBP11. Open the Items Tab and enter the dollar amount or percentage for the pay application.

GJBP12. You can input values in the relevant, and the system will auto-calculate the others.

GJBP13. Review the totals at the bottom of the page to ensure accuracy.

GJBP14. Click Save and select the Info Tab

SW Print Bluehawk AIA
GJBP15. Open the SW Bluehawk Pay button.
GJBP16. Select the correct invoice from the list.
GJBP17. Preview the AIA report for accuracy.
GJBP18. Print the document for submission.

GJBP16. Select the JB Interface button

GJBP17. Select the Billing Month (Month when the work was performed).

GJBP18. Check the "Interface" box in the entry column.

GJBP19. Click the "Post"button at the bottom of the page.

GJBP20. Click "OK" to confirm the Billing Month.

GJBP21. Click the "Validate" button to ensure there are no errors.

GJBP22.Click the "Post" button again to finalize.

GJBP23. Close the JB Interface Window.

3. Siteworks T&M Progress Billing:
Job Progress Billing > Programs> JB Bill Intitialization

TJBP1. Navigate to Job Progress Billing > Programs > JB Bill Initialization.

TJBP2. Select the Initialize Option as referenced in the provided image.

TJBP3. Enter the Job # for both Beginning Contract and Ending Contract.

TJBP4. Select the Beginning Date and Ending Bill Date.

TJBP5. Click Initialize Bill to generate the billing record.

TJBP6. Click Close to exit the JB Bill Initialization window.

Job Progress Billing > Programs> JB Progress Billing

TJPB7. Open JB Progress Billing.

TJBP8. Navigate to the Info Tab and verify the Bill Month is correctly set.

TJBP9. Select the JB Interface button

TJBP10. Select the Billing Month (Month when the work was performed).

TJBP11. Check the "Interface" box in the entry column.

TJBP12. Click the "Post"button at the bottom of the page.

TJBP13. Click "OK" to confirm the Billing Month.

TJBP14. Click the "Validate" button to ensure there are no errors.

TJBP15.Click the "Post" button again to finalize.

TJBP16. Close the JB Interface Window.

SW Homefield Pay App Backup
TJBP17. Open the SW Homefield Pay App Backup button.
TJBP18. Select the correct invoice from the list.
TJBP19. Preview the AIA report for accuracy.
TJBP20.Print the document to PDF for submission.
TJBP21. Go into JB T&M Invoice By Cont Item with Dates print to PDF as reference below for backup.

4. Asphalt Quantity T&M Progress Billing:
Job Progress Billing > Programs> JB Bill Intitialization
AJBP1. Navigate to Job Progress Billing > Programs > JB Bill Initialization.
AJBP2. Set the Bill Month to the month when the work was performed.
AJBP3. Select the Initialize Option as referenced in the provided image.
AJBP4. Enter the Job # for both Beginning Contract and Ending Contract.
AJPB5. Check the box for "Assign Invoice Numbers".
AJBP6. Select the Beginning Date and Ending Bill Date.
AJBP7. Click Initialize Bill to generate the billing record.
AJBP8. Click Close to exit the JB Bill Initialization window.

Job Progress Billing > Programs> JB Progress Billing

AJPB9. Open JB Progress Billing.

AJBP10. Navigate to the Info Tab and verify the Bill Month is correctly set.

AJBP11. Go to the Grid Tab and highlight the entry.

AJBP12. Open the Items Tab and enter the dollar amount or percentage for the pay application.

AJBP13. You can input values in the last four columns, and the system will auto-calculate the others.

AJBP14. Review the totals at the bottom of the page to ensure accuracy.

AJBP15. Click Save and select the Info Tab

AJBP16. Select Beginning Invoice:
Job Progress Billing > Reports> JB SBA Progress Billing w Summary V2

• Press F4 to open the selection window.

• Click on the word "Invoice" to sort.

• Select the correct invoice and click "OK".

AJBP17. Set Ending Invoice (same as Beginning Invoice).

AJBP18. Click Preview to review the invoice.

AJBP19. Print the invoice.

AJBP20. Give the printed invoice to Greg.

AJBP21. Select the JB Interface Program

AJBP22. Select the Billing Month (Month when the work was performed).

AJBP23. Check the "Interface" box in the entry column.

AJBP24. Click the "Post"button at the bottom of the page.

AJBP25. Click "OK" to confirm the Billing Month.

AJBP26. Click the "Validate" button to ensure there are no errors.

AJBP27.Click the "Post" button again to finalize.

AJBP28. Close the JB Interface Window.