Construction Payment Application Template Progress Billing Spreadsheet Workbook Retainage Schedule of Values Contractor Forms

Bill the work. Know what's due. Payment applications that do the math for you.

One mistyped formula in a homemade billing spreadsheet can bounce a payment application — and cause rejection, rework, and payment delays. The Progress Billing Desk is a complete progress-billing workbook for contractors and subcontractors: enter three columns each period, and every total, percentage, retainage amount, and balance-to-finish computes itself.

Not a blank template. This is a tested system with a fully worked example inside — a complete fictional job (Maple Street Duplex) set up, broken down, and billed through its first application across all six example tabs, so you can trace every number to its source before you type your own. The Quick-Start Guide walks a second application end-to-end too, so you can see exactly how the next period rolls forward.

SEVEN WORKING TABS
• 1 · Project Setup — project details, contract sum, two retainage rates (work / stored materials), and a change-order log that flows into the adjusted contract sum
• 2 · Work Breakdown — your schedule of values, with a live check cell that confirms your breakdown matches the adjusted contract sum
• 3 · Continuation Detail — enter Previously completed work, Work completed this period, and Materials presently stored (current balance); retainage, totals, and per-line checks run themselves
• 4 · Payment Application — a clear one-page payment summary, assembled automatically: earned to date, retainage held, previous applications, CURRENT PAYMENT DUE — with a CHECKS block that flags anything out of range
• 5 · Waiver Log — track the release documents each payment requires (requirements vary by contract and state — log what yours asks for)
• 6 · Payment Record — submitted → paid, with running totals
• Plus 6 EXAMPLE tabs — the whole system, filled in

BUILT TO BE TRUSTED
• Every formula machine-tested — an automated suite evaluates all 718 formulas AND runs nine real workflow scenarios (App 1, App 2 roll-forward, stored-material carryover, overbilling and bad-input warnings) to the penny
• Only simple arithmetic, SUM, and IF — no macros, nothing fragile
• Visible warnings, not silent errors: overbilling, negative inputs, out-of-range retainage rates, and previous-payment mistakes are flagged, never hidden
• Blank tabs open calm and empty — money cells show clean $ formatting, no #DIV/0! surprises in front of a customer
• Quick-Start Guide PDF: progress billing in plain language, a tab-by-tab walkthrough, a full second-application example, the next-period workflow, troubleshooting, and FAQ

HOW YOU'LL USE IT
Fill Setup once → build your Work Breakdown → each billing period, enter three columns → print or export the one-page application → log waivers and payments. To bill the next period, duplicate the whole file and roll the numbers forward; your prior file stays frozen as your record. Use it on unlimited jobs for your own business.

INSTANT DOWNLOAD — 2 files (workbook .zip + PDF guide). Unzip the workbook, then open. No physical item ships.

The Progress Billing Desk is a bookkeeping and organization tool — not legal, accounting, or tax advice. Payment-application formats, retainage rules, and lien-waiver requirements are set by your contract and vary by state; always follow your contract and your customer's instructions. Some customers require their own forms or portals — use this desk as your calculation and record layer and carry the numbers into any required billing format.

FAQ
Is this an official industry form? No. It's an original, generic progress-billing workbook plus a tracker for the release documents your contract requires. If your customer mandates a specific form or portal, compute here and carry the numbers into their format.
Does it calculate retainage? Yes. Enter your two retainage rates (work / stored materials) once on the Project Setup tab; retainage is calculated per line, and retainage held, totals, and balance-to-finish run themselves.
Can I use it when my GC requires a portal or specific form? That's expected — many do. Use the desk as your calculation and record layer: let it compute earned, retainage, and the amount due, then carry those numbers into the form or portal your customer requires.
What file format is included? Two files: the workbook as a .zip (Etsy doesn't allow direct spreadsheet uploads) — inside is a standard .xlsx built from simple arithmetic, SUM, and IF, with no macros — and the Quick-Start Guide PDF. Download, unzip the workbook, and open it.
Is this legal, lien, accounting, or compliance advice? No. It's a bookkeeping and organization tool — not legal, accounting, or tax advice. Billing formats, retainage rules, and lien-waiver requirements are set by your contract and vary by state; always follow your contract and your customer's instructions.
Is anything physically shipped? No. Instant digital download — nothing ships.