Contract & client billing · Facilities management
Bill every contract line on schedule.
Hard-services billing must tie the completed work order to the contract rate and client PO. Reactive variations slip the cycle and the invoice goes short.
The reality
Facilities billing is a reconciliation problem.
The invoice has to tie the CAFM work-order record to the contract schedule of rates, the variation for any extra-contract call-out, and the client's PO. When the CAFM and the finance system disagree, billing stalls or under-recovers.
The operator owns the billing run: it confirms delivery against the CAFM completed work orders, applies the contract rates and variations, issues the invoice, and reconciles it line by line against the client PO.
How the operator runs contract & client billing
Contract C-1180 · Delivery
confirming- PPM work orders marked complete
- Reactive call-outs captured
- Variation WO-4471 — pricing
01Confirm delivery
Checks completed work orders in the CAFM against the planned schedule and captures any reactive variations.
Contract C-1180 · Invoice
invoicing- Schedule of rates applied
- Variations added to invoice
- Invoice INV-9920 — generating
02Apply rates & invoice
Applies the contract schedule of rates and variations, then generates the invoice for the period.
Contract C-1180 · Reconciliation
reconciling- PO retrieved and matched
- Lines reconciled to PO value
- Billing run — closing
03Reconcile to PO
Matches each invoice line to the client PO, flags any mismatch, and closes the billing run.
The outcome
−65% of billing-desk work off the team
Every contract line billed on schedule.
- Delivery confirmed against the CAFM before anything is billed
- Variations priced and added instead of forgotten until next month
- Invoices reconciled to the client PO line by line
Common questions
Contract & client billing
- What does the Contract & client billing operator do?
- The operator owns the billing run: it confirms delivery against the CAFM completed work orders, applies the contract rates and variations, issues the invoice, and reconciles it line by line against the client PO.
- What impact does the Contract & client billing operator have?
- −65% of billing-desk work off the team. Every contract line billed on schedule.
- How does the Contract & client billing operator work?
- Checks completed work orders in the CAFM against the planned schedule and captures any reactive variations. Applies the contract schedule of rates and variations, then generates the invoice for the period. Matches each invoice line to the client PO, flags any mismatch, and closes the billing run.
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