C06.11
During the job
Progress billing against square feet installed, change orders, vendor bills and sub payouts — all of it in the Completion Form.
- Record progress and raise a pay application
- Add a change order and know what it does to the schedule
- Pay a subcontractor correctly, including the benchmark rule
Where each job lives
| Tab | What you do there |
|---|---|
| Contract & SOV | The schedule of values, % complete, % forecast, material shipped, completion dates, and the pay applications — create, print, mark sent, mark paid, undo. |
| Change Orders | Raise a change order. Once approved it becomes its own line on the schedule. |
| Labor | Sub payouts per subcontractor Work Order, and retainage. |
| Leftover Materials | A read-only view of what the POS recorded. |
| Other Charges | Actual other charges — cost and customer price. |
| Dates & Closeout | Ship, delivery, install, phase and completion dates; punch list sign-off; customer retainage received; job status. |
| Log | Every write leaves a line here, with comments and the latest live project scratch. |
Refusals you will meet during the job
| Refusal | What to do |
|---|---|
| "Build the schedule of values first — sub payments are measured against the square feet installed." | No schedule means nothing to measure. Build it on Contract & SOV. |
| "Billing has started on this job, so lines can no longer be added or removed. Scope changes go through a change order." | Raise a change order instead. |
| "Pay applications already exist on this brief, so the schedule is sealed." | Same — the schedule is locked once it has been billed against. |
| "That is an Internal Crew work order. Internal crews are paid hourly on payroll — no crew payment is recorded here." | Correct behaviour. Nothing to do. |
| "Enter the date this phase was completed — the pay date is the Friday of the following week." | Enter the phase completion date. |
| "The phase completion date is in the future. Record the payment once the phase is done." | Wait until the work is actually finished. |
| "… OVER THE 15% BENCHMARK — explanation: …" | Write the explanation. It is recorded against the payment. |
| "Add the extra work as an approved addendum on the work order first." | The payment exceeds what the Work Order covers. Get the addendum approved. |
| "Only a Scheduled payment can be marked Paid." / "Only a Received payment can be marked Cleared." | The payment is not at the right stage yet. Check its status. |
Takeaways
- Progress is measured in square feet installed. The schedule of values is what everything bills against.
- Once billing has started, lines cannot be added or removed — scope changes go through a change order.
- Sub payouts: by % installed, 10% retainage, paid the Friday of the following week. More than 15% over benchmark needs a written explanation.