Subs, scopes and the owner pay app, all on one job

Everyday problems on a general contractor job

• Sub change orders and owner change orders live in different spreadsheets.
• General conditions get billed off a guess, not what the job spent.
• Sub pay apps and retainage get tracked by hand before the owner pay app goes out.
• WIP gets built from memory at the end of the month.

(Illustrative trade situations, not customer data or quotes.)

How it works

1. Take it off the plans: Measure and count your self-perform scope on the sheet, and lay your sub bids against the same plans.
2. Buy it and post it: Put subs and suppliers on POs, and post their bills and pay apps to the job.
3. Change it, bill it, close it: Carry owner and sub changes as change orders, bill the owner on the AIA-style pay app with retainage, and check WIP.

Shop talk, Pinnacle talk

What you call it on a general contractor job, and where it lives in Pinnacle.

What's in Pinnacle

• Takeoff on the drawing. Open the plan set, measure lengths and areas, and count items right on the sheet. Every measurement becomes a quantity line in the estimate, so each number in your GC bid traces back to the drawing it came from. Trade tools are built to let you measure self-perform scope on the plans so those quantities feed the GC estimate Early access.
• Bid board to bid day. Every project you're chasing sits on one bid board, with its estimate attached. On bid day the final numbers are all in one place, and the bid you win carries straight into a live job.
• Assemblies and a parts library. Build an assembly once from your own parts and cost codes, then drop it into any estimate. Your shop's way of pricing work stays consistent from bid to bid.
• Live material prices. Material lines in the estimate carry live prices. Built to let you plug in your own price sources (supplier price files in CSV, supply houses or pricing services) from the admin area Early access.
• Cost control tied to the job. Purchase orders for materials and subs, bills, AP and AR post to the job and its cost codes. Job cost shows what's committed and what's spent while the work is still going.
• Change orders and extras. Log added scope on the job and the sold number moves with it, so extras get billed instead of forgotten.
• WIP and job P&L. See where each job stands at month end without rebuilding it in a spreadsheet.
• The books. Journals, trial balance, P&L and aging sit in the same system as the jobs that feed them.
• Hours and payroll. Post crew hours (straight, overtime, double time) and run payroll from them. Built today for a single shop; payroll for any shop is designed into the platform Early access.
• AIA G702/G703-style pay apps. Build the pay app from the job you already set up, with the schedule of values right there.
• Insights. Making-and-spending charts, plus billed, leftover and job mix, pulled from your job files.
• Teams and job chat. Channels, meetings and files for the office and crews, and job chat that keeps the files and photos with the conversation.
• Project manager desk. One place for a PM to run their jobs.
• Secure sign-in. Multi-factor sign-in protects your shop's data.

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