THE BILLING DESK
Resources
Useful starting points for your next billing period. No signup needed to read or download.
SPREADSHEET · CSV
Schedule of values starter
A simple three-column file: item code, description and scheduled value. Populate it with your contract scope; verify that the original-scope total matches your contract before importing.
CHECKLIST · READ & PRINT
Pre-submission review
Review billing dates, SOV totals, progress amounts, stored materials, retainage, change orders and the attachments your project requires.
Open the checklistA quick billing glossary
- Schedule of values (SOV)
- An allocation of the contract sum across portions of work, used as a basis for reviewing progress billing.
- Retainage
- An amount withheld from progress payments under the applicable contract. Check the rate and release conditions for your project.
- Continuation sheet
- The line-item detail supporting the payment summary, including work completed and stored materials.
YOUR NEXT BILLING PERIOD
Put the paperwork in one place.
Keep the project, the progress and the package together.