🎉 Pro Formas is now available on Drilling Hub 🎉
Your billing team can generate a pre-invoice report with plod charges and monthly non-plod charges. Attach supporting receipts and images so no charges get missed. Send it to your client for approval as easily as you send Plods, and get sign-off all without leaving CorePlan.
Note: Billing Cycles page has been renamed to Pro Formas to reflect recent improvements.
What it helps you with:
Faster sign-off. Faster billing. Faster time to cash.
One central record to see everything that was agreed, and
Fewer disputes because the receipts and history are attached.
What clients see on their side:
Your mining client sees the full picture of contractor costs in one place, with the supporting documents and plods attached. That transparency builds trust in the numbers and speeds up their approval, so you both benefit from a shorter billing cycle.
Who can access it
Pro Forma Approvals is now available to all Drilling Hub accounts on Basic plans and above. The approval workflow is available to any of your connected clients who have a CorePlan Mining Hub subscription. For clients using a free CorePlan portal, you can still create Pro Formas in the platform, send them separately, and then mark them as approved and finalised.
To check which of your contracts are connected, look for the linkage icon on your Cost Contract page.
More improvements are coming to this feature. Reach out if you need anything 🧡