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Construction Payment Application + Schedule of Values · $27 Browse the collection
Quire Paper / Technical & professional / Construction Payment Application + Schedule of Values
Progress billing, figured for you

Bill a progress payment in minutes — and have it foot every time.

An original Excel workbook that follows the standard AIA-style payment-application format. Enter your line items and this period's work; it computes completed and stored to date, retainage on both, current payment due, and balance to finish — and the schedule of values always ties to the contract sum, so your application never comes up short.

Available soon See what's inside
Instant download · Excel .xlsx · no macrosApplication for payment + schedule of values + change-order log, all live formulasRetainage on work and stored materials · approved change orders only move the contract
Construction Payment Application + Schedule of Values cover

The schedule of values ties to the contract sum.
So the application foots every time.

The actual file

This is exactly what you download.

Construction Payment Application + Schedule of Values — the actual workbook, full size
How it works

Enter the work. The application fills itself in.

Four working tabs and a how-to — the same structure owners, architects, and lenders already recognize.

01

Set up the schedule of values

One line per item: scheduled value, work completed from previous applications, work completed this period, and materials presently stored. The sheet totals completed-and-stored, percent complete, balance to finish, and per-line retainage.

02

Log change orders honestly

Number, description, amount, status. Only APPROVED change orders move the contract sum — pending and rejected ones wait, exactly as they should. Approved COs enter the schedule of values as their own lines.

03

Read the application for payment

Original contract sum, net change by change orders, contract sum to date, total completed & stored, retainage, total earned less retainage, less previous certificates, and current payment due — every figure a live formula.

04

Set your retainage once

One percentage drives retainage on completed work and on stored materials everywhere in the workbook. Change it and the whole application re-figures.

05

Carry it forward each period

This period's total earned less retainage becomes next period's previous certificates. Copy the file, bump the application number, and bill again.

06

See where the job stands

A dashboard shows payment due this period, percent complete, billed-to-date versus contract, retainage held, and per-line progress at a glance.

What's inside

Five tabs. Zero macros. Every number a live formula.

  • Application for PaymentThe summary owners and architects expect — nine standard lines from original contract sum through current payment due and balance to finish, plus an approved change-order recap.
  • Schedule of Values40 line rows: scheduled value, from previous, this period, stored materials, total completed & stored, percent complete, balance to finish, and per-line retainage. Self-totaling; ties to the contract sum.
  • Change Order Log + DashboardA 30-row change-order register with a status-driven contract adjustment, and a dark dashboard with the KPIs and progress bars for the whole application.
  • How to UseQuick-start, the sheet-unlock password, and how the schedule of values and change orders tie to the application — plus the plain-English note that this is an original template, not an AIA document.
Inside Construction Payment Application + Schedule of Values
Get it now
$27 · one-time

Construction Payment Application + Schedule of Values

$27, once. The first piece of the coming Contractor Office Pack (with Job Costing, Bid & Estimate, and Project Planner). Pairs with the Job Costing Tracker for the full billing-to-margin picture.

Available soon
Instant download · Personal/single-business license · An original spreadsheet that follows the AIA-style format — not an AIA® document, and not accounting or legal advice.
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