AUTOMATED LIEN WAIVER
$250-750 USD
Πληρώθηκε κατά την παράδοση
Scope: this will be a web based system that where users can login and they can perform these tasks.
a) Create Customer:
o Company FEIN
o Name of company
o Address
o City
o State
o Zip Code
b) Create Projects:
o Select Customer
o Enter Primary Information (arranged horizontally)
Project Owner: company name, address, phone #, contact name.
Project Prime Contractor (our customer?): company name, address, phone #, contact name.
o Enter Secondary Information
First dropdown
Second Dropdown
Third dropdrop down and the drop options say construction lender, Bond/Surety and this will be horizontal as well. Field (1) and field (2)
o Preliminary Notice: this will include "Claim amount" "Date notice was filed", "Job # and Job site information, and other information which I will provide.
o Add contacts with security level:
Project Manager – has the authorization to create customer, create project, bill, sign and approve releases, prepare memos such as sworn statements, nonpay default letters, request for notice of commencement, etc.
Project Assistants – create customers, create projects, bill, sign (only) , can prepare forms for approval
AR Collections – create customer, prepare releases.
o like
c) Bill
o This option will have a lookup bar where “CUSTOMERS” can be looked up. When a customer has been found, click on it and open “Active Projects”.
o When active projects display, click to open any project of choice
o These will be displayed horizontally in a sort off column like a-z in Excel with a(+) sign to display more entry fields
Invoices (textbox and Alphanumeric)
Invoice date
Amount
Drop boxes for (paid / unpaid) status
o Text field boxes will be arranged vertically
d) Release: THIS REQUIRE A FORM TEMPLATE THAT WILL BE PREFILLED
o Search projects (lookup bar) that works by keywords
o Upon selection of job, you select what type of release (selection dropdown)
o A new form displays to enter information:
Who is requesting it? Dropdown (prime contractor, owner, or whoever our customer is)
Check amount required
Through date?
Make check payable
Dates of previous waivers
Amount of unpaid progress
Click to e-sign
e) Forms – Templates provided
f) Other features
Ταυτότητα Εργασίας: #6877936
Σχετικά με την εργασία
11 freelancers κάνουν προσφορές κατά μέσο όρο $643 για αυτή τη δουλειά
Hello. I've read and understood the project that you want to complete and I do believe I am qualified for it. The only requirement would be (given the fact that it will be a pretty complex project) is that we keep a de Περισσότερα