Reports your clients actually read.
Stak builds every one of these from the invoices you send in. No spreadsheets, no copy and paste: branded client bills, progress reports, a full record of the work, budget-to-actuals and change orders, for every customer, cost-plus or not.
Every report Stak builds
Each one comes from the same coded invoices, so the numbers agree everywhere they appear.
Report progress. Predict costs.
Every client bill comes with a report that sums up progress, shows what’s been billed to date and forecasts what’s left to spend, so your client sees where the job is headed before they ask.
Professional bills with your name on them.
Branded with your logo, with budgeted work and change orders in their own sections. Markup and sales tax are calculated from the project automatically, and Stak re-checks the tax rate for the project address every time a bill is created.
The full breakdown of the work billed.
Every line of work on the bill, grouped by cost code and sourced to its invoice, with change order work broken out on its own. Your client can check any number.
Measure profitability at a glance.
Spending by cost code against budget, with change orders kept separate, so you spot overages early and know where every project stands.
Change orders, done right.
A clean change order that lays out scope, markup and total, ready for your client’s digital signature.
Signed waivers, before the money moves.
Each approved vendor invoice gets its own application for payment and conditional lien waiver, in your own wording, with the contract, retainage and net payment worked out. It goes out for e-signature through Dropbox Sign.
We build the schedule of values. Your vendors will thank you.
Stak keeps each vendor’s schedule of values for you: every signed application for payment, retainage held and net due, totaled at closeout with the retainage to release. It’s on time and correct, and it’s work your vendors no longer have to do. Happier vendors pick your job when they’re choosing between two.
Need a report we don’t have?
Tell us what you need and we’ll build it into Stak for you. Soon you’ll be able to build your own, by asking Bruce, Stak’s AI.
See these reports built from your own projects.