Templates

Schedule of Values

Schedule of Values

Make draws clear. Get approvals faster. Track retainage.

Organize and track project payments with a professional Schedule of Values built in Excel and Google Sheets.

What's Inside:
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.

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.

Files:
Excel:
Excel:

Sample File

Locked
Locked

Blank File

Locked
Locked
Google Sheets:
Google Sheets:

Sample File

Locked
Locked

Blank File

Locked
Locked

All Access

$97

$119

One-Time Payment

Unlock All Templates

What's included in this price? Everything.

Key features:
  • Unlimited Access to Every Template

    Download any current or future spreadsheet in the entire library.

  • Includes Excel + Google Sheets Versions

    Get the Excel and Google Sheets files — yours to keep forever.

  • Lifetime Updates, No Subscriptions

    Pay once. Get everything—forever. No hidden fees. No locked content.

All Access

$97

$119

One-Time Payment

Unlock All Templates

What's included in this price? Everything.

Key features:
  • Unlimited Access to Every Premium Template

    Download any current or future spreadsheet in the entire library.

  • Includes Excel + Google Sheets Versions

    Get the Excel and Google Sheets files — yours to keep forever.

  • Lifetime Updates, No Subscriptions

    Pay once. Get everything—forever. No hidden fees. No locked content.

Pain Points

Progress Billing Shouldn’t Slow Cash Flow

Disorganized Line Items.

Owners can’t match scope to dollars—approvals stall and questions pile up.

Disorganized Line Items.

Owners can’t match scope to dollars—approvals stall and questions pile up.

Disorganized Line Items.

Owners can’t match scope to dollars—approvals stall and questions pile up.

Retainage & Totals Wrong.

Small math errors kick back your pay app and delay the check.

Retainage & Totals Wrong.

Small math errors kick back your pay app and delay the check.

Retainage & Totals Wrong.

Small math errors kick back your pay app and delay the check.

Progress Not Obvious.

% complete and balance due aren’t clear—more emails, more friction.

Progress Not Obvious.

% complete and balance due aren’t clear—more emails, more friction.

Progress Not Obvious.

% complete and balance due aren’t clear—more emails, more friction.

You deserve a professional, accurate way to manage billings and payments from start to finish.

Solutions

Meet The Schedule of Values Template

A professional, easy-to-use spreadsheet designed to simplify progress billing and payment tracking.

Professional SOV Format

Professional SOV Format

Break down project costs by trade, division, or scope for clear, itemized billing.

Break down project costs by trade, division, or scope for clear, itemized billing.

Automatic Progress Tracking

Automatic Progress Tracking

Update completed work and see payment amounts calculate instantly.

Update completed work and see payment amounts calculate instantly.

Clear Payment Records

Clear Payment Records

Track billings, payments received, and balances due — all in one organized sheet.

Track billings, payments received, and balances due — all in one organized sheet.

Testimonials

Trusted By Contractors Who Need Clear Payment Tracking

From small remodels to large commercial jobs, this template keeps payment schedules accurate and transparent.

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Countries Reached

  • The layout is clean and professional. I can fill it out each month and send it right off without worrying about errors. Really simplifies the pay app process.

    LP

    Logan P.

    My client mentioned how clear and easy the payment application was to review. Since it follows the AIA format, the approval was much faster and there were no questions.

    MD

    Megan D.

    Billing used to take me a couple of hours every month. Now it’s about 20 minutes, and I know the totals and retainage are correct. Big time saver.

    TR

    Trent R.

    Retainage used to take the most time to figure out. This calculates it automatically and updates everything as I go. Makes things much easier.

    VK

    Vanessa K.

    The format matches what our clients and lenders expect, and it looks polished. I just enter my progress numbers and send it over.

    BH

    Blake H.

  • We’re a small contracting company but this makes us look professional. Clients notice the difference. Easy to tweak categories when needed.

    KS

    Kara S.

    Submitting pay apps is less stressful now that everything is organized and clear. I don’t have to double-check everything over and over anymore.

    DJ

    Dylan J.

    The categories are easy to adjust for different projects. I added some lines to fit my scope and it stayed neat and easy to read.

    AW

    Angela W.

    When I sent this to the architect and the lender, neither of them came back with any questions. Everything was clear, and it saved me at least a couple of days of back-and-forth.

    CM

    Colton M.

    The finished pay app looks good and the client was happy with how easy it was to follow. Speeds up approvals and cuts down on confusion.

    LT

    Leah T.

  • The layout is clean and professional. I can fill it out each month and send it right off without worrying about errors. Really simplifies the pay app process.

    LP

    Logan P.

    My client mentioned how clear and easy the payment application was to review. Since it follows the AIA format, the approval was much faster and there were no questions.

    MD

    Megan D.

    Billing used to take me a couple of hours every month. Now it’s about 20 minutes, and I know the totals and retainage are correct. Big time saver.

    TR

    Trent R.

    Retainage used to take the most time to figure out. This calculates it automatically and updates everything as I go. Makes things much easier.

    VK

    Vanessa K.

    The format matches what our clients and lenders expect, and it looks polished. I just enter my progress numbers and send it over.

    BH

    Blake H.

  • We’re a small contracting company but this makes us look professional. Clients notice the difference. Easy to tweak categories when needed.

    KS

    Kara S.

    Submitting pay apps is less stressful now that everything is organized and clear. I don’t have to double-check everything over and over anymore.

    DJ

    Dylan J.

    The categories are easy to adjust for different projects. I added some lines to fit my scope and it stayed neat and easy to read.

    AW

    Angela W.

    When I sent this to the architect and the lender, neither of them came back with any questions. Everything was clear, and it saved me at least a couple of days of back-and-forth.

    CM

    Colton M.

    The finished pay app looks good and the client was happy with how easy it was to follow. Speeds up approvals and cuts down on confusion.

    LT

    Leah T.

Perfect for

Built For Clear, No-Drama Progress Billing

General Contractors & Subs.

Line-item billing owners recognize—clean, consistent, easy to approve.

General Contractors & Subs.

Line-item billing owners recognize—clean, consistent, easy to approve.

General Contractors & Subs.

Line-item billing owners recognize—clean, consistent, easy to approve.

Project Managers & Estimators.

Track percent complete and balance due without spreadsheet gymnastics.

Project Managers & Estimators.

Track percent complete and balance due without spreadsheet gymnastics.

Project Managers & Estimators.

Track percent complete and balance due without spreadsheet gymnastics.

Owners & Bookkeepers.

One place to verify amounts, retainage, and payments—no back-and-forth.

Owners & Bookkeepers.

One place to verify amounts, retainage, and payments—no back-and-forth.

Owners & Bookkeepers.

One place to verify amounts, retainage, and payments—no back-and-forth.

The Straightforward Way To Send Clear, Accurate Pay Apps.

Pricing

One Price.
All Templates.

Get instant access to our full library of high-quality spreadsheet templates with a single, one-time purchase — no subscriptions!

All Access

$97

$119

One-Time Payment

Unlock All Templates

What's included in this price? Everything.

Key features:
  • Unlimited Access to Every Template

    Download any current or future spreadsheet in the entire library.

  • Includes Excel + Google Sheets Versions

    Get the Excel and Google Sheets files — yours to keep forever.

  • Lifetime Updates, No Subscriptions

    Pay once. Get everything—forever. No hidden fees. No locked content.

All Access

$97

$119

One-Time Payment

Unlock All Templates

What's included in this price? Everything.

Key features:
  • Unlimited Access to Every Premium Template

    Download any current or future spreadsheet in the entire library.

  • Includes Excel + Google Sheets Versions

    Get the Excel and Google Sheets files — yours to keep forever.

  • Lifetime Updates, No Subscriptions

    Pay once. Get everything—forever. No hidden fees. No locked content.

FAQ

Common Questions Answered Clearly

Still have questions? Here are clear answers to the most common ones.

Is this based on the AIA G702/G703 format?
Is this based on the AIA G702/G703 format?
Is this available in both Excel and Google Sheets?
Is this available in both Excel and Google Sheets?
Can I track retainage and remaining balance?
Can I track retainage and remaining balance?
Can I customize the line items and cost breakdown?
Can I customize the line items and cost breakdown?
Does this work for any size project?
Does this work for any size 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?
Do you offer refunds?
Do you offer refunds?

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