Pay application software for mechanical and HVAC subcontractors
DrawPrep helps mechanical and HVAC subcontractors organize equipment, ductwork, piping and controls into a schedule of values and prepare G702/G703-style pay applications. Stored equipment, change orders and attachments stay linked to each billing period.
Billing challenges in mechanical & hvac
High-value equipment
Rooftop units, chillers and air handlers can represent a large share of the contract. Billing them stored or installed needs clean documentation.
Long schedules
Mechanical work often spans the whole project, so retainage and to-date totals must stay consistent across many periods.
Closeout scope
Start-up, test and balance, and controls commissioning deserve their own lines so the last billings are easy to support.
Example schedule of values
Illustrative only. Use the breakdown your contract and GC require.
| Item | Description |
|---|---|
| 01 | Mobilization & submittals |
| 02 | Ductwork — fabrication |
| 03 | Ductwork — install |
| 04 | HVAC piping |
| 05 | Rooftop units (material) |
| 06 | Controls |
| 07 | Start-up, test & balance |
How DrawPrep fits
- Line-level progress across long projects
- Billing history that compares each period with the last
- Pre-submission checks for retainage consistency
Mechanical & HVAC billing questions
- How do HVAC subcontractors bill for equipment delivered to site?
- Equipment delivered but not installed is usually billed as stored materials, when the contract allows it, with invoices and delivery records attached.
- Why separate fabrication from installation?
- Shop fabrication happens before field work. Separate lines show progress honestly and help avoid disputes over percent complete.
- Can DrawPrep track retainage on this kind of job?
- Yes. You set the retainage rate the contract requires, and each pay application carries it forward and flags a rate that changes between periods so you can confirm it before sending.
Related trades
DrawPrep prepares billing packages; it does not submit them, guarantee GC approval or provide legal advice. Confirm stored-material and retainage terms in your contract.
YOUR NEXT BILLING PERIOD
Put the paperwork in one place.
Keep the project, the progress and the package together.