News and Training
By Scott Priddy on November 28, 2010
Claim Information Information provided about the claim is used in the generated documents and may also directly impact the Claim’s task schedule. It is vital to accurately record the information about the claim and the dates for the prime contract as well as your participation. County – the county where the property is located. Contract [...]
Posted in ProClaim Training, Training | Tagged ProClaim |
By Scott Priddy on November 28, 2010
Once you have completed adding the claim information, you will need to collect the contact information for the other claim participants. The list of participants can be found in the Participant Tab. Who is included in the list will depend on the information you have provided about the claim. The claim participants will be receiving [...]
Posted in ProClaim Training, Training | Tagged ProClaim |
By Scott Priddy on November 28, 2010
Collecting Invoice information about the claim will help you keep track of the balance on the claim and adding invoices to the Claim is easy with ProClaim. Simply click on the “Invoiced Amounts” tab and use the ‘Create’ link to get started. If you have created invoices for this project through the Account Tools → [...]
Posted in ProClaim Training, Training | Tagged ProClaim |
By Scott Priddy on November 28, 2010
In addition to keeping track of invoices, ProClaim also makes it easy to track the Claim Releases you provide as you are receive payments on the project. The released amounts are deducted from your invoices to determine the balance on the Claim. The balance is then used on the documents during your claim process. Releases [...]
Posted in ProClaim Training, Training | Tagged ProClaim |
By Scott Priddy on November 28, 2010
The task deadlines defined in the Texas statutes are largely derived from the month in which labor or materials were furnished to the job site. Many tasks are also recurring, meaning that you will need to follow the notification steps for each month on which you provided labor or materials. To add to the complexity, [...]
Posted in ProClaim Training, Training | Tagged ProClaim |