Construction Job Site Billing Software Evaluation Form

Construction Job Site Billing Software Evaluation Form
Evaluate billing software used for construction job site invoicing, billing workflows, and related reporting needs.
Respondent and Company Context
Respondent Name
First NameMiddle NameLast Name
Job Title / Role
Work Email
example@example.com
Company Name
Company Type
Primary Job Site Location
Street Address
Street Address Line 2
CityState / ProvincePostal / Zip Code
Number of Active Job Sites
Company Size
Current Billing Workflow and Usage
Current billing method/software used
How often is billing processed?
Other
Average number of invoices or pay applications per month
Who prepares billing?
Main billing pain points
Other
Software Feature Evaluation
Progress billing capability

1
2
3
4
5
6
7
8
9
10
1 is Not important, 10 is Very important
Time and materials billing capability

1
2
3
4
5
6
7
8
9
10
1 is Not important, 10 is Very important
Change order billing support

1
2
3
4
5
6
7
8
9
10
1 is Not important, 10 is Very important
Retainage handling capability

1
2
3
4
5
6
7
8
9
10
1 is Not important, 10 is Very important
Subcontractor billing capability

1
2
3
4
5
6
7
8
9
10
1 is Not important, 10 is Very important
Job cost tracking capability

1
2
3
4
5
6
7
8
9
10
1 is Not important, 10 is Very important
Rate your satisfaction with key software features
Rows Very dissatisfied Dissatisfied Neutral Satisfied Very satisfied
Invoice customization
Approval workflow
Mobile access
Which feature area is most critical for your construction billing operations?
Other
Integrations, Reporting, and Support
Which integrations do you currently use or need?
Other
Which accounting or finance systems should it connect with?
Other
Which project management or field operations tools should it integrate with?
Other
What reporting capabilities do you need?
Other
Preferred export formats
Other
What level of training and support do you expect?
Other
Overall Evaluation and Feedback
Overall satisfaction with the billing software
Likelihood to recommend to a colleague

1
2
3
4
5
6
7
8
9
10
1 is Not likely, 10 is Extremely likely
Would you consider adopting this software for your team?
Biggest strength of the software
Recommendations, concerns, or additional comments
Should be Empty:

Select theme:

Rows	Very dissatisfied	Dissatisfied	Neutral	Satisfied	Very satisfied
Invoice customization
Approval workflow
Mobile access

Construction Job Site Billing Software Evaluation Form

Respondent and Company Context

Current Billing Workflow and Usage

Software Feature Evaluation

Integrations, Reporting, and Support

Overall Evaluation and Feedback