Build every pay application straight from your schedule of values. Enter this period's progress, generate print-ready G702 and G703 forms, and issue, which updates the SOV, holds retainage, and drafts the AR invoice in one step. Change orders and subcontractor progress billing run through the same flow.
The painful part of a pay application is making this month's form agree with last month's, with your accounting, and with the schedule of values the owner and architect signed. Most contractors rebuild that agreement by hand in a spreadsheet every cycle, and every hand-keyed number is a chance for the G703 and the general ledger to say two different things.
SitewideOps removes that step. The schedule of values lives on the project as the single source, and each pay application is built from it: previous billings and prior certificates pulled forward from the last application, retainage figured per line, and this period entered against the exact line items already approved. Nothing re-keyed, nothing rebuilt.
Issue the application and it writes back. Billings post to the SOV, retainage is held, and the AR invoice is drafted for the payment due, with the pre-issue figures snapshotted so a void or reopen reverses cleanly. The continuation sheet can't drift from your books, because both are reading the same line items.
From the schedule of values to the drafted invoice, in one flow.
The AIA-style Application & Certificate for Payment and its Continuation Sheet render as clean, letter-size PDFs, every column computed, ready to send to the owner or architect with no spreadsheet in between.
Each application pulls previous billings and prior certificates straight from the last one, so all you enter is this period’s completed work and stored materials.
Retainage is figured on each SOV line and withheld from what you bill, so every application goes out net of retention and the held-back balance stays on the contract until you release it in a later application.
Issuing an application drafts the AR invoice for the payment due, and that invoice is your GL revenue document, so receivables and WIP trace back to the same billing with no re-entry into accounting.
An approved change order adds its own dimensioned lines to the schedule of values, so the next application bills the revised scope in place. The line order the architect knows stays intact.
Progress-bill subcontract commitments with retainage withheld and posted to the GL, so committed cost converts to actual on the same schedule your own billing advances.
The same schedule of values carries the whole way through.
The SOV is established at project setup and updated as approved change orders add dimensioned lines to the contract.
A new pay app prefills from the SOV (previous billings and certificates carried forward), so you enter only this period’s completed work and stored materials.
Generate the Application & Certificate and the Continuation Sheet as print-ready PDFs, with retainage calculated on each line.
Issuing rolls billings onto the SOV, holds retainage, and drafts the AR invoice for the amount due. No double entry, no reconciliation.
Want the mechanics of a pay application? Our AIA pay applications explained guide walks through the G702, the G703, and how retainage flows.
See pay applications, G702/G703, and retainage flow from one schedule of values into your AR.