A working Excel pay application: the application-for-payment summary and the continuation sheet, with the retainage, stored-materials, and balance-to-finish formulas already wired so the sheet does the math your reviewer will check.
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Two linked sheets that mirror the standard progress-billing format, with every derived cell computed by formula.
The G702-style face page: contract sum, net change orders, total completed and stored, the two retainage lines, earned less retainage, previous certificates, and current payment due — all formula-driven.
The G703-style schedule-of-values grid: scheduled value, previous applications, this period, materials presently stored, total completed and stored, percent, balance to finish, and retainage per line.
Separate rates for completed work and stored materials feed the summary automatically, so a mid-job rate change or a materials-only rate is one cell edit, not a rebuild.
Materials presently stored carries its own column and flows into total completed and stored, matching how reviewers expect Column F to behave when material gets installed.
An additions/deductions block that rolls approved change orders into the contract sum to date, keeping the revised contract honest.
The continuation sheet totals tie to the summary page by formula, so the two sheets cannot quietly disagree — the first thing an owner’s reviewer looks for.
Five minutes to set up, then each month is fill-in-the-period.
Owner, contractor, project, application number, period-to date, and the two retainage rates. The rates drive every downstream retainage cell.
One row per SOV line with its scheduled value. The rows should match the SOV attached to your contract exactly — reviewers compare them. New to SOVs? Read the schedule of values guide first.
Enter work completed this period and materials presently stored per line. Previous-application values carry from your last submission.
Total completed and stored, retainage held, earned less retainage, and current payment due compute on the summary sheet. Check them against your own expectation before submitting.
When stored material gets installed, move its value out of the stored column and into work completed this period, so nothing double-counts in the total.
A note on the real AIA forms: this is a working template modeled on the standard G702®/G703® format, not an official AIA document. Many owners accept a functionally equivalent application; some contracts require executed AIA forms, which are licensed from the American Institute of Architects. Check your contract before substituting.
A template like this is exactly right for a handful of jobs. The failure mode is volume: five projects billing monthly means five workbooks whose previous-application columns must be carried forward by hand, retainage balances tracked on the side, and an AR invoice keyed separately into accounting — every one a chance for the pay app, the ledger, and the WIP schedule to disagree.
SitewideOps generates the whole application from the project's schedule of values: G702/G703-style pay applications with retainage on work and stored materials, previous certificates carried automatically, the AR invoice drafted on issue, and billings rolling straight into WIP. The template gets you through this month; the platform makes next month automatic.
SitewideOps builds G702/G703-style applications straight from your schedule of values — retainage, stored materials, previous certificates, and the AR invoice included.
Anyone interested gets a free 21-day demo account: the full product, every feature, no credit card.