ROLE GUIDE 11 · VERIFY THE RECORDS
Cost & Quantity ControlMatch completed work with its value so the company can bill and collect the right amount.
- Cost Control
- Office
- Drawings + Completed Work + Billing
Based on an employee interview with Soyeon Kim (pseudonym). Original drawings, commercial records, and customer information are not included.
Staged images featuring fictional people.
RECONCILE → CLAIM → COLLECT
Verify completed work against the contract to determine the amount to bill
In plain language, the role checks whether the quantity on the drawing, the work actually completed, and the contract value all describe the same job.
Use the verified quantities to calculate customer billing and progress payments to partner companies, track payments received, and forecast next month’s billing.
VERIFY THE RECORDS
The quantities in the drawing must match the work completed on site
The role never bills from a drawing alone. It also confirms the work that is actually complete before deciding what can be billed this month.
DRAWING
Design information
Check which pipes and parts the design requires and in what quantities.- Computer-aided design (CAD) drawings
- Material quantity list from the 3D design (5D BOM)
- Drawing submission and revision status
PROGRESS
Job progress information
Check what has actually been completed on site.- How much work is complete
- Status of each drawing request (DWR)
- Whether the work can be billed this month
BEFORE CALCULATING
Final review before calculating amounts
Place design and job progress information side by side to find omissions, duplicates, and quantity discrepancies.- Pipe and fitting quantities and lengths
- Drawing readiness
- Work actually completed
- Work that can be billed this month
- 01
Amount billed to the customer
Turn the verified work into a document that explains the amount being billed.
- 02
Progress payments to partner companies
Confirm the work completed by partner companies and calculate what should be paid.
- 03
Billing and collection check
Issue the official billing document and confirm that payment has been received.
- 04
Next-month estimate
Use the drawing and work schedule to estimate what can be billed next month.
BEGINNER'S GUIDE · 6 STEPS
From verified progress to billing and collection
These six steps introduce the work to applicants who are new to the role. Key terms are explained along the way.
01 / 06How construction billing works
Check how much work is complete
Start with the construction team’s update and confirm how far the job has progressed.
CASE · DELAYED BILLING
Find what is holding up items awaiting final pricing
For items that had remained unpriced for an extended period, the employee checked whether drawings, construction progress records, or pricing information were holding up the calculation.
- 01 · PROBLEM
Problem
Items awaiting final pricing were held up at several stages of the process.
- 02 · CHECK
Check
Each item was classified by drawing, update, progress, or billing-evidence status.
- 03 · ALIGN
Coordinate
Construction and billing counterparts agreed on the missing evidence and processing order.
- 04 · RESULT
Result
The underlying causes were resolved one by one and the team documented a consistent process for future reviews.
- Operational resultLongstanding items resolved + Consistent review process
COLLABORATION MAP
Align the next action, not just the current data
The team reconciles records from different departments and agrees on what needs to happen next.
- Design
- Use weekly meetings to check drawing submissions, pending updates, and next-month billing.
- Construction
- Confirm progress and installed scope through email and phone reviews.
- Billing Review Contact
- Identify what is delaying approval, what documentation is needed, and when each item can be processed.
- External Design / Trade Partners
- Confirm request history, partner company progress payments, and quantity records.
- Headquarters Accounting
- Share invoice records, revenue, and collection status.
CAPABILITIES
Trace every number to its source
Tools matter, but so do careful verification and proactive communication.
- 01
Excel and CAD
Organize billing data and read piping and fitting quantities from drawings.
- 02
Numerical precision
Recheck every digit and decimal so the result remains trustworthy.
- 03
Evidence tracing
Trace each amount to its drawing, quantity, and progress status.
- 04
Clear communication
Ask for the exact evidence needed, define timing, and share the result.
- 05
Active learning
Ask questions early and turn unfamiliar drawings and procedures into working knowledge.
GROWTH PATH
Grow from accurate records to proactive revenue control
As the scope expands, you learn to see the whole project flow and reduce delays before they occur.
- 01
Record accurately
Learn how drawing, quantity, and billing records connect and keep them complete.
- 02
Coordinate across teams
Understand design and construction milestones and coordinate the next steps needed for billing.
- 03
Forecast and improve
Use accumulated data to identify delay risk early and improve recurring reviews.
FROM THE TEAM
Careful work connects directly to company performance
Soyeon Kim (pseudonym) · Cost Control & Design employee interview
“It is rewarding to know that checking every digit and decimal helps the company collect the revenue it has earned.”
“Do not expect perfection from day one. Ask questions, take ownership of small tasks, and let each experience build your confidence.”