FinanceCenter handles the money side day to day: draw requests that can be built as a full AIA G702/G703 Application and Certificate for Payment, per-person commission plans against won-bid value or gross margin, and a monthly breakeven calculator — on the same platform as the estimate and the schedule those numbers come from.
Draw requests, commissions, and breakeven — the recurring financial work every project-based shop does, without three separate spreadsheets.
Log a draw as a quick informal request — project, amount, date, status — or build it out as a full AIA-format request when the job requires it.
A proper Application and Certificate for Payment: schedule of values, change orders, retainage on completed work and stored materials, and a two-page printable form matching the standard layout.
Line-by-line schedule of values with previous, this-period, and stored-material columns — totals and balance-to-finish calculated for you.
One plan per person — a rate against won-bid value or gross margin dollars, matched to the same estimator roster Project Center already uses.
Enter fixed monthly overhead and average gross margin, and see the revenue needed to break even — a live number, not a once-a-year spreadsheet exercise.
Draw requests and AIA applications print in the standard format lenders and owners expect — straight from the record, not rebuilt in a separate document.
Every draw, commission plan, and status change is logged — the same audit trail the rest of the platform keeps.
One shared financial record everyone with access reads from — not a spreadsheet on someone's laptop that only reflects last week.
Request materials against a specific job, turn the request into a purchase order, and receive it in against that same project — including customer-supplied or job-specific materials tracked at zero cost alongside anything Max Craft buys.
Stock materials carry their own reorder point and reorder quantity — when a job draws stock down, the system flags what needs replenishing, the same way a traditional ERP handles inventory, not a separate spreadsheet to babysit.
Every receipt posts its actual cost back to the project it was ordered for, so a job's real material spend — not just the estimate — feeds directly into margin and breakeven.
Pick the project and decide whether it needs the full AIA G702/G703 format or just a quick, informal draw with an amount and a status.
For an AIA draw, line items carry scheduled value, previous and current completion, and stored materials — totals and retainage calculate themselves.
One click produces the standard two-page AIA Application and Certificate for Payment, ready to send to the owner or lender.
Each person's commission plan calculates an estimated payout from the won-bid value or margin already logged in the CRM — a quick estimate to work from, not a black box.
Update overhead or margin assumptions and see the revenue needed to break even recalculate immediately.
Turn a material requisition into a purchase order, print or email it to the vendor, and receive it in against the same project — customer-supplied and job-specific materials log the same way at zero cost, and stock items replenish from the same reorder logic instead of a separate system.
General accounting software is genuinely good at the books — it just doesn't know your project's schedule of values, retainage terms, or estimator roster the way the platform that built the estimate does.
| Capability | Spreadsheet | General accounting software | FinanceCenter |
|---|---|---|---|
| AIA G702/G703 application & continuation sheet | ~ | ✕ | ✓ |
| Retainage on completed work & stored materials | ~ | ✕ | ✓ |
| Commission plans tied to the CRM's won-bid value | ✕ | ✕ | ✓ |
| Monthly breakeven from your own overhead & margin | ~ | ✕ | ✓ |
| Printable, standard-format draw certificates | ✕ | ~ | ✓ |
| Material requisition → PO → receiving, tied to job costing | ✕ | ~ | ✓ |
| Full general-ledger accounting & tax filing | ✕ | ✓ | ✕ |
| Same login & database as estimating and production | ✕ | ✕ | ✓ |
✓ present · ~ partial / manual · ✕ not covered — FinanceCenter is a companion to your accounting system, not a replacement for it
Every deployment starts with the core platform — CRM, estimating, scheduling, production, billing. FinanceCenter is one of the modules Rock River Consulting turns on based on what your operation actually runs and needs, alongside things like HR onboarding, machine maintenance, and the GM home page. Same database, same users, same login — nothing new to stand up or administer separately. Commission plans broken out by sales territory and product line are on the roadmap as a further step beyond the per-person plans described above.