Statement

Project Statement Software for Home Builders

Smart Builder 360 helps home builders keep a clear, easy-to-read statement for every project — what's been paid, what's still owed, and where cash flow stands — ready to share with clients, lenders, or your own books.

Paid
Pending
Statement Ready
Project Statement
Up To Date
Paid
Paid
Pending
Paid
Outstanding Balance $18.4K

What is a project statement?

A project statement is a clear summary of the money moving through a job — payments received, costs paid out, draws taken, and what's still outstanding. Instead of piecing that picture together from bank records, invoices, and separate spreadsheets, a good project statement gives builders one place to see where a project's cash flow actually stands. Smart Builder 360 gives builders a statement that stays connected to the estimate, draws, and costs already in the system, so the numbers don't have to be rebuilt by hand.

Built For The Cash Flow Visibility Builders Need

A project can look profitable on paper and still run into a cash flow problem if nobody's watching what's actually moving in and out.

1

Clear, Easy-To-Read Format

See what's been paid, what's outstanding, and where cash stands without digging through bank statements.

2

Connected To Draws And Costs

Keep the statement tied to the same draw and cost data already in the system instead of rebuilding it separately. See bank draw form software.

3

Ready To Share

Print or share a clean statement with a client, lender, or your own bookkeeping without extra formatting work.

Why Cash Flow Gets Hard To See

Most builders don't lose track of cash flow because they're careless. They lose track because the numbers live in separate places that don't talk to each other.

  • Draws, payments, and costs get tracked across separate spreadsheets and bank records.
  • Nobody has one current view of what's actually been paid versus what's still owed.
  • Statements get rebuilt by hand every time a client, lender, or partner asks for an update.
  • Cash flow problems show up as a surprise instead of something caught early.

A Cleaner Statement Workflow Inside SB360

Smart Builder 360 helps builders keep a project statement that reflects the draws and costs already in the system instead of a document built from scratch.

1

Start With Project Cost Data

Use the estimate, draws, and costs already recorded on the project as the source for the statement.

2

Track Payments And Draws

Keep a running record of what's been paid, received, and drawn as the job moves forward.

3

See The Current Balance

View a clear picture of what's outstanding at any point in the project.

4

Share A Clean Statement

Print or send a statement that's easy for a client, lender, or bookkeeper to read.

Useful From First Draw To Final Payment

A clear statement supports the project at every stage where money changes hands.

Draw Requests

Back up a draw request with a statement that shows where the project's cash flow stands.

Client Communication

Give clients a clear answer when they ask what's been paid and what's left.

Bookkeeping

Keep a clean record that's easier to reconcile at the end of the job.

Stop Rebuilding Cash Flow Numbers By Hand

Smart Builder 360 gives small builders one place to see a clear, current project statement instead of piecing it together from separate records.

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Project Statement Software FAQ

A project statement is a clear summary of the money moving through a job, including payments received, costs paid out, draws taken, and what's still outstanding.
A bank draw form requests a specific payment from a lender for completed work. A project statement is a broader summary of the money moving through the whole project, including what's been paid, what's outstanding, and where cash flow stands.
A project can look profitable on paper and still run into a cash flow problem if payments, draws, and costs aren't tracked in one place. Clear visibility helps builders catch problems early instead of being surprised.
Smart Builder 360 keeps the project statement connected to the draws and costs already recorded on the project, so builders don't have to rebuild the numbers by hand.
Yes. A clean, easy-to-read statement can be printed or shared with a client, lender, or bookkeeper without extra formatting work.
Yes. It's especially useful for small builders because it gives a clear, current view of cash flow without needing a separate bookkeeping system just to answer a simple question.
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