Supporting roles
Keep the billing cycle moving.
Collect subcontractor pay apps, review change orders, and resolve billing exceptions in one place. Build the owner requisition with the supporting evidence, then track it through review.
From subcontractor billing to owner review
- Collect each subcontractor’s current billing, stored materials, and backup against the schedule of values.
- Review line items, retainage, and prior billing before rolling them into the owner requisition.
- See missing waivers, insurance certificates, and required documents while there is still time to follow up.
- Return billing questions with comments so subcontractors know what needs attention.
- Keep pending change requests visible and carry approved changes into the billing record.
- Track the requisition through owner and lender review, with its documents and decisions together.
Change order review
Keep change orders connected to the next requisition.
Scope changes affect what you can bill. Review the request, pricing, and backup together, then keep the decision connected to the payment record.
- 01Review proposed scope and pricing with the attached backup.
- 02Request clarification and track the response on the change order.
- 03Distinguish pending requests from approved changes carried into billing.
From request to recorded decision
Import the schedule of values, invite your subcontractors, and establish the project’s submission requirements.
Review sub pay apps, supporting documents, and change requests. Identify missing items and disputed amounts.
Work through review comments and assemble the owner requisition with its supporting evidence.
Track review status, respond to returned items, and record downstream payments and confirmations.
A clearer basis for review
The records and checks that support your team’s next decision.
Find the exception in context
Review the line amount and its supporting documents together, with missing requirements called out.
Keep approvals attached to the work
Follow change requests from supporting backup through review and into the approved billing record.
Know the next step
See the current review stage and returned comments. Your team chooses how to respond.
Common questions
What to know before your first project.
Start with your next billing cycle.
Bring your schedule of values, subcontractors, and billing requirements into one review process.
No sales call. The real product, on your own project.