Customization & Integrations

Tailor PayAppPro to your AIA-style billing process and connect it with your ERP or accounting system. Fees are quoted per project.

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What We Customize

Streamline your G702/G703 workflow and approvals - without requiring your team to change how they work.

AIA-Style Forms & Fields

Add or hide fields, prefill contract data, enforce retention rules, and adapt the Schedule of Values entry to your standards.

Approvals & Roles

Custom approval routes, reviewer roles, and email notifications - keep subs, PMs, and accounting aligned.

PDF/Excel Output

Adjust export layouts to match your client’s submission expectations and add Excel outputs as needed.

Change Orders & Retainage

Automate how approved changes and retainage flow through current and cumulative values across periods.

ERP & Billing Integrations

Connect PayAppPro to the systems you already use - sync projects, SOVs, and pay apps.

Accounting & Billing
  • QuickBooks Online*
  • Sage (100/300)*
  • Acumatica*

*Integration scope varies by edition/API.

Project Platforms
  • Procore*
  • Buildertrend*
  • CMiC*
  • Autodesk Construction Cloud*

*Subject to partner APIs and licensing.

Data & Identity
  • Custom REST APIs & webhooks
  • Single Sign-On (SSO)
  • ETL / data migration
  • Secure file exchange
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How We Work

Straightforward process. Clear deliverables. Fees quoted per project.

1. Discovery

Requirements, data flow, systems, and timeline.

2. Proposal

Fixed or milestone-based pricing. Fees TBD by scope.

3. Build

Configuration, integration, staging reviews.

4. Launch & Support

Deploy, train, monitor, and iterate as needed.

Security & Compliance

All integrations are built with secure authentication, least-privilege access, and auditable data flows. We use HTTPS/TLS and can support IP allowlists, SSO, and role-based access controls as needed.

Let’s Tailor PayAppPro to Your Team

Tell us about your systems and workflow. We’ll scope it and quote it - fees are TBD based on project.

Request a Consultation