Progress billing
AIA progress billing software: G702 and G703 that foot
Bill a schedule of values on AIA-style forms with retainage handled separately on work and on stored material, and a continuation sheet that always adds up.
Three arithmetic errors get applications rejected every month
Progress billing is not hard, but it is unforgiving, and the same three mistakes account for most rejected draws.
- Line 7 read from cash received instead of from the previous application. Those diverge the moment anybody pays late, and every application inherits the previous one's error.
- One blended retainage rate applied to the total. Retainage on completed work and on stored material are computed separately and frequently at different rates; blending them is wrong by exactly the stored balance.
- A continuation sheet showing only the lines billed this period, which cannot foot to the contract.
What you get
What it does
A schedule of values that seeds itself
From the signed bid, the job's bill, or the costing budget pro-rated to the contract sum: the shape carries, no cost figure reaches the owner's document, and every line names its basis.
Retainage in both directions
Receivable on your prime contract, payable on your subcontracts, computed separately on work and on stored material.
Every displayed step rounds
So the printed continuation sheet foots by hand. A draw rejected over two cents costs a month.
Certified means frozen
A certified application cannot be edited by anyone, us included. A billed schedule line cannot be re-valued, because changing column C rewrites a document the owner is holding.
Lien waivers
Generated against the application, defaulting to the conditional form, because unconditional releases your rights on signature whether or not you were paid.
A portal for your subs
Your subcontractors bill you against their own schedule of values from a link, sign a conditional waiver and upload a current certificate of insurance.
How it works
Start to finish
- 1
Set up the contract
A prime contract you bill, or a commitment you pay. Direction is pinned from the parent so a row can never land on the wrong side of receivables and payables.
- 2
Build the schedule of values
Seeded from work already done in the system, then edited.
- 3
Bill the period
Enter this period's completed work and stored material. Submitting is refused when the schedule does not foot, and the drift is named in dollars.
- 4
Certify and send
The G702 and G703 print on the billing identity for that trade, with the contractor's certification paragraph.
A pay application is a document, not a job status
This runs as a parallel billing track. It never writes the job's status, its contract value, its payments or its line items, and no job status was taught about pay applications, because teaching a job state machine about draws turns it into something nobody can reason about, and takes the change-order gate with it.
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It is also not only a general contractor feature. A commercial specialty subcontractor billing a GC on AIA forms wants exactly this and will never open an RFI log, which is why progress billing and GC project delivery are two separate things you can buy independently.
An approved contract change order maintains the parent contract's approved-change total by trigger and adds its own schedule line, so the next application still foots without anybody typing the same number twice.
Common questions
- They are AIA-style G702 and G703 formatted applications on your own letterhead. They are not AIA-licensed documents, and if your contract requires the licensed forms specifically you should use those.
See it on your own jobs.
A 20-minute walkthrough, on your real pipeline. No slide deck, no pressure.