Build stages and upgrades

Home builder invoicing software

Home builder invoicing software for custom and semi-custom homes. Each stage of the build is billed on a separate invoice, an upgrade is billed only once the buyer signs it, and every sub and material cost is logged against the build.

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Build stage invoice example

The framing stage of a custom home, with a signed door upgrade added.

Smarfle · Build invoice

Invoice

HB-0058

Stage 3 of 7

Sent · awaiting payment

Bill to

Ruth and Elias Navarro

Lot 14, Heron Ridge, St. Cloud FL 34771

Framing complete

Stage 3

$42,000.00

Upgrade, 8 ft interior doors

Signed Jun 12

$3,600.00
Due this stage$45,600.00
Emailed after the framing inspectionPay now

Example with sample data

An invoice for each stage

Foundation, framing, dry-in and finishes each get their own invoice on the build, sent when the stage passes inspection, so buyers pay for what is standing.

Invoicing

Upgrades signed before install

Taller doors, a bigger island or a covered lanai become a revised estimate for the buyer to sign. Once signed, the upgrade joins the build's scope and the next stage invoice can carry it.

Estimates and e-signatures

Subs and materials per build

Framing crews, trusses, concrete and every trade invoice you pay go on the build as expenses, and your project managers log their hours, so each house shows its true cost.

Job expenses

Warranty visits at no charge

A sticking door at the 11-month walkthrough is booked as a free warranty visit, priced at zero, so it sits on the buyer's history with no invoice.

Job management

Home builder invoicing features

What it does

  • Stage invoices on one buildSent as stages pass
  • Signed upgrades and optionsVia revised estimates
  • Sub and material costsExpenses per build
  • Free warranty visitsLogged, never invoiced

What it doesn't do

  • Construction loan draw requestsPrepare draws for the lender
  • Lot and plan option catalogsList options on the estimate
  • Purchase orders to suppliersIssue them separately
  • RetainageTrack it outside Smarfle

Home builder invoicing pricing

Stage invoices, upgrades and cost tracking are on every plan; Professional gives ten project managers and office staff a login.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Home builder invoice questions

Yes. Each build holds its estimate, upgrades, stage invoices and costs in one record.
Yes. Bill foundation, framing and each later stage as separate invoices on the build.
They sign a revised estimate on the phone, and the upgrade becomes part of the build's scope.
No. Prepare draw requests for the lender separately; Smarfle invoices the buyer directly.
Yes. Trade invoices, materials and hours logged on the build show against what you billed.
Yes. Use a zero-priced warranty service, and the visit is logged without an invoice.
Project managers use the technician view, which shows scope and schedule but no prices.
Yes. List wire and check as accepted methods, and mark the stage paid when it arrives.

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