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Construction
Schedule of Values
Description
Simplify your payment applications with a professional Schedule of Values template. Break down project costs, track completed work, and prepare accurate billing in minutes—no more manual calculations or formatting headaches.
What's Inside:
Payment Application Tab
Track billing, retainage, and payments AIA-style.
Payment Application Tab
Track billing, retainage, and payments AIA-style.
Payment Application Tab
Track billing, retainage, and payments AIA-style.
Cost Breakdown Tab
Organize labor, materials, and subs with auto-calculations.
Cost Breakdown Tab
Organize labor, materials, and subs with auto-calculations.
Cost Breakdown Tab
Organize labor, materials, and subs with auto-calculations.
Automatic Retainage & Totals
No math required—everything updates automatically.
Automatic Retainage & Totals
No math required—everything updates automatically.
Automatic Retainage & Totals
No math required—everything updates automatically.
Sample + Blank Files
Start from scratch or use the sample version as a guide.
Sample + Blank Files
Start from scratch or use the sample version as a guide.
Sample + Blank Files
Start from scratch or use the sample version as a guide.
Files unlock instantly after license activation.
One-time payment gives you full access to every template in the library.
Unlock the Entire Library
Unlock the Entire Library
No renewals. No hidden fees.
Lifetime Updates, No Subscriptions
Pay once. Get everything—forever. No hidden fees. No locked content.
Lifetime Updates, No Subscriptions
Pay once. Get everything—forever. No hidden fees. No locked content.
Lifetime Updates, No Subscriptions
Pay once. Get everything—forever. No hidden fees. No locked content.
Includes Excel + Google Sheets Versions
Get the Excel and Google Sheets files — yours to keep forever.
Includes Excel + Google Sheets Versions
Get the Excel and Google Sheets files — yours to keep forever.
Includes Excel + Google Sheets Versions
Get the Excel and Google Sheets files — yours to keep forever.
Unlimited Access to Every Template
Download any current or future spreadsheet in the entire library.
Unlimited Access to Every Template
Download any current or future spreadsheet in the entire library.
Unlimited Access to Every Template
Download any current or future spreadsheet in the entire library.
One Price. All Templates.
Get lifetime access to the full spreadsheet template library. Built for Excel and Google Sheets. No subscriptions. No limits.
Billing shouldn’t feel like math homework. This template makes payment apps so simple you’ll actually send them on time.
Meet The Schedule of Values Template
A professional, easy-to-use spreadsheet designed to simplify progress billing and payment tracking.
Use The Format Everyone Expects
Payment applications break down when everyone uses a slightly different format. This template is built on the familiar AIA-style structure so there’s no setup, no explaining, and no friction. You start with a format that owners, lenders, and contractors already recognize and trust.
Use The Format Everyone Expects
Payment applications break down when everyone uses a slightly different format. This template is built on the familiar AIA-style structure so there’s no setup, no explaining, and no friction. You start with a format that owners, lenders, and contractors already recognize and trust.
Stay Accurate Every Pay App
Accuracy matters most when billing is involved. This view lets you update progress by line item and automatically calculates totals, retainage, and remaining balances. It keeps each pay application consistent so small errors don’t compound over time.
Stay Accurate Every Pay App
Accuracy matters most when billing is involved. This view lets you update progress by line item and automatically calculates totals, retainage, and remaining balances. It keeps each pay application consistent so small errors don’t compound over time.
Repeat Without Rework
Pay applications are repetitive by nature, but rework shouldn’t be. This setup makes it easy to duplicate your sheet for each new billing cycle while keeping all formulas and formatting intact. You move forward without rebuilding anything from scratch.
Repeat Without Rework
Pay applications are repetitive by nature, but rework shouldn’t be. This setup makes it easy to duplicate your sheet for each new billing cycle while keeping all formulas and formatting intact. You move forward without rebuilding anything from scratch.
Ready To Submit
A pay application should look professional the moment it’s shared. This template is designed to read clearly on screen and print cleanly on paper. You can export or print directly from the file without adjusting layouts or fixing formatting at the last minute.
Ready To Submit
A pay application should look professional the moment it’s shared. This template is designed to read clearly on screen and print cleanly on paper. You can export or print directly from the file without adjusting layouts or fixing formatting at the last minute.
What You Can Do With It
Bill with accuracy, track progress, and maintain clear payment records for every project — all in one organized template.
Contractors
Create accurate payment applications with built-in calculations for previous, current, and total billings.
Contractors
Create accurate payment applications with built-in calculations for previous, current, and total billings.
Project Managers
Keep every billing cycle organized. Review, update, and submit progress applications with confidence.
Project Managers
Keep every billing cycle organized. Review, update, and submit progress applications with confidence.
Accountants
Track payments, retainage, and contract balances automatically for clear and consistent records.
Accountants
Track payments, retainage, and contract balances automatically for clear and consistent records.
Builders & Remodelers
Manage ongoing projects effortlessly. Generate professional pay apps that clients can understand at a glance.
Builders & Remodelers
Manage ongoing projects effortlessly. Generate professional pay apps that clients can understand at a glance.
Architects & Engineers
Maintain alignment between design, scope, and payments. Present transparent progress reports to clients.
Architects & Engineers
Maintain alignment between design, scope, and payments. Present transparent progress reports to clients.
Small Business Owners
Use one simple system for all your jobs. Duplicate it easily to speed up future billing and keep things consistent.
Small Business Owners
Use one simple system for all your jobs. Duplicate it easily to speed up future billing and keep things consistent.
What You Can Do With It
Bill with accuracy, track progress, and maintain clear payment records for every project — all in one organized template.
Contractors
Create accurate payment applications with built-in calculations for previous, current, and total billings.
Project Managers
Keep every billing cycle organized. Review, update, and submit progress applications with confidence.
Accountants
Track payments, retainage, and contract balances automatically for clear and consistent records.
Builders & Remodelers
Manage ongoing projects effortlessly. Generate professional pay apps that clients can understand at a glance.
Architects & Engineers
Maintain alignment between design, scope, and payments. Present transparent progress reports to clients.
Small Business Owners
Use one simple system for all your jobs. Duplicate it easily to speed up future billing and keep things consistent.
This saved me a lot of setup time. The format was already what owners and lenders expect, so I didn’t have to explain anything or rework it. Updating progress each month was straightforward and the totals always lined up.
Kevin R.
General Contractor
This saved me a lot of setup time. The format was already what owners and lenders expect, so I didn’t have to explain anything or rework it. Updating progress each month was straightforward and the totals always lined up.
Kevin R.
General Contractor
This saved me a lot of setup time. The format was already what owners and lenders expect, so I didn’t have to explain anything or rework it. Updating progress each month was straightforward and the totals always lined up.
Kevin R.
General Contractor
One Price. All Templates.
Get lifetime access to the full spreadsheet template library. Built for Excel and Google Sheets. No subscriptions. No limits.
Unlock the Entire Library
Unlock the Entire Library
No renewals. No hidden fees.
Lifetime Updates, No Subscriptions
Pay once. Get everything—forever. No hidden fees. No locked content.
Lifetime Updates, No Subscriptions
Pay once. Get everything—forever. No hidden fees. No locked content.
Lifetime Updates, No Subscriptions
Pay once. Get everything—forever. No hidden fees. No locked content.
Includes Excel + Google Sheets Versions
Get the Excel and Google Sheets files — yours to keep forever.
Includes Excel + Google Sheets Versions
Get the Excel and Google Sheets files — yours to keep forever.
Includes Excel + Google Sheets Versions
Get the Excel and Google Sheets files — yours to keep forever.
Unlimited Access to Every Template
Download any current or future spreadsheet in the entire library.
Unlimited Access to Every Template
Download any current or future spreadsheet in the entire library.
Unlimited Access to Every Template
Download any current or future spreadsheet in the entire library.
Common Questions Answered Clearly
Still have questions? Here are clear answers to the most common ones.
What is a Schedule of Values template used for?
What is a Schedule of Values template used for?
What is a Schedule of Values template used for?
Is this template similar to the G702/G703 payment application format?
Is this template similar to the G702/G703 payment application format?
Is this template similar to the G702/G703 payment application format?
Does the template calculate retainage and balance automatically?
Does the template calculate retainage and balance automatically?
Does the template calculate retainage and balance automatically?
Can I customize the cost breakdown and line items?
Can I customize the cost breakdown and line items?
Can I customize the cost breakdown and line items?
How does this template simplify payment applications?
How does this template simplify payment applications?
How does this template simplify payment applications?
Is this compatible with both Excel and Google Sheets?
Is this compatible with both Excel and Google Sheets?
Is this compatible with both Excel and Google Sheets?
Can I use this for any type or size of construction project?
Can I use this for any type or size of construction project?
Can I use this for any type or size of construction project?
How many line items can I include, and can I add more?
How many line items can I include, and can I add more?
How many line items can I include, and can I add more?
Can I print or share the Schedule of Values with clients?
Can I print or share the Schedule of Values with clients?
Can I print or share the Schedule of Values with clients?
Do you offer refunds?
Do you offer refunds?
Do you offer refunds?
