Progress Billing & Pay Applications
For contractors and engineering firms, the system builds progress-billing and pay-application packets from the job list, ready for a person to review and sign.
Pay applications are built by hand
A pay application gets assembled from a schedule of values, a job list, last month's billing and a pile of change orders. One wrong carry-forward means a returned application and a late payment. From the job list and approved change orders, the system builds the packet, carries prior billing forward and checks the totals. It adds the supporting forms the customer requires. A person reviews the packet, then signs and submits it.
What's included
- 01
Schedule of values
each contract's line items and amounts loaded once and carried into every period.
- 02
Progress entry
how much of each line is done, entered by the project team on a simple form.
- 03
Prior billing carry-forward
earlier billing, stored materials and retainage brought forward without retyping.
- 04
Change order tracking
approved changes added to the contract sum and listed on the packet.
- 05
Total checks
arithmetic and carry-forward mistakes caught before the packet reaches a reviewer.
- 06
Packet assembly
the application, continuation sheet and supporting forms such as lien waivers joined in the customer's format.
- 07
Submission record
each packet, its date and its status kept by job.
- 08
Signature step
a person reviews, signs and submits every application, and staff can pause packet building.
How it works
- 01
Billing review
The review goes through a recent pay application from start to submission and lists every source it draws on.
- 02
Template setup
The setup builds the packet format for each owner or general contractor billed and connects the job list.
- 03
Supervised test
The system builds packets beside the project team, who compare totals line by line before anything is submitted.
- 04
Launch and support
Packet building goes live on the client's sign-off, and a review of each cycle, template tuning and a monthly report follow.
Industries
Industries served
Construction & Contracting
Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.
Frequently asked questions
Can it match the form each customer asks for?
A template is built for each owner, general contractor or agency billed, based on the forms they have accepted before. Staff approve every template before launch. Packets then arrive in the shape each reviewer expects.
What if a customer returns a pay application?
The reason is recorded on the job, and the packet reopens with the original figures intact for staff to correct. The resubmission is saved as a new version, so the history stays clear.
Do project managers need to learn new software?
Progress goes in on a short form or in the sheet they use now, and the entry step is tested with them before launch. The office builds and reviews the packet itself.