Schedule of Values billing in Assignar
Claim every dollar of work you’ve done, the month you do it.
Turn your bid into a schedule of values, let progress from the field drive each pay application, and track retainage line by line. No more building claims from exported timesheets and spreadsheets.
Pay application #4
| Item | Scheduled value | This period |
|---|---|---|
| Mobilization Previously claimed: 100%. Progress this period: 0%. | $45,000 | $0 |
| Bulk earthworks Previously claimed: 55%. Progress this period: 17%. | $380,000 | $64,600 |
| Stormwater drainage Previously claimed: 30%. Progress this period: 18%. | $265,000 | $47,700 |
| Pavement and curb Previously claimed: 0%. Progress this period: 10%. | $310,000 | $31,000 |
| Demobilization Previously claimed: 0%. Progress this period: 0%. | $20,000 | $0 |
- Work completed to date
- $476,800
- Retainage held (10%)
- −$47,680
- Previously certified
- −$300,150
- Amount due this period
- $128,970
Hard-bid billing is where earned margin waits to be collected.
On lump-sum work, the job can be on budget and still hurt cash flow. The gap is between what the crew has finished and what finance has claimed.
Claims are built by hand every month
Someone exports timesheets, pivots them against the contract and checks each line in a spreadsheet. It takes days, and it happens outside the system the work was recorded in.
Finished work goes unbilled
If progress on site doesn’t reach the office before the claim date, that work waits for next month. You’ve paid for the labor and equipment already. The cash just hasn’t arrived.
Rejected claims delay payment
Over-claim a line, miscalculate retainage or send the wrong format and the claim comes back. Every resubmission pushes your payment further out.
From bid to certified claim, in one workflow.
Estimating, the field and finance work from the same schedule of values, so the claim reflects the work as it happened.
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Start from the bid
Upload your bid or build it in Assignar. AI reads the items and structure, and the bid becomes the job’s schedule of values.
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Report progress from the field
Crews and supervisors report progress against the work items as it happens, not at the end of the month.
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Close the billing period
Each line shows percent complete, previously claimed and this period, with retainage held and released calculated for you.
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Send the pay application
Turn the billing period into a payment claim, printed as an AIA G702/G703 or a branded schedule of values PDF.
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Track certification
Record what your client certifies, and every line carries the remaining balance forward to the next claim.
See earned-but-unbilled work before the claim date.
Because your schedule of values is connected to job costing, every line shows what it’s worth, how far along it is and how much you’ve billed.
- Billed and unbilled by line. A line that’s 48% complete but only 30% billed shows exactly what’s left to claim.
- Guardrails on quantities. Mark bid quantities as estimates or not-to-exceed, and Assignar warns you before anything is invoiced over the agreed amount.
- Extras on the same invoice. Bill worker time, equipment and materials alongside your schedule of values lines.
Earned vs billed, before claim #4
| Item | Complete | Billed to date | Unbilled |
|---|---|---|---|
| Bulk earthworks | 72% | $209,000 | $64,600 |
| Stormwater drainage | 48% | $79,500 | $47,700 |
| Pavement and curb | 10% | $0 | $31,000 |
- Ready to claim
- $143,300
Illustrative data, matching the pay application above.
Lump sum and rates, on the same platform.
Most contractors don’t bill one way. Assignar handles both methods from the same bid, so you don’t need a separate tool for each.
Schedule of Values
For hard-bid and lump-sum contracts
Bill by percent complete against an agreed contract value, with progress claims, retainage and certification.
Schedule of Rates
For time and materials and unit rates
Bill hours, equipment and quantities at agreed rates, matched automatically from timesheets and daily records.
Not another standalone billing tool.
Schedule of Values in Assignar is connected to how you win, plan, run and get paid for work, so progress in the field shows up as cash, not just a status update.
Win
Your bid’s items and pricing become the schedule of values. Nothing gets retyped.
Plan
Orders and crews are set up from the bid, tied to the same work items.
Operate
Progress reported in the field rolls up to each line, alongside actual labor and equipment cost.
Pay
Pay applications, retainage and certification run from live progress, so you claim faster and more accurately.
Send claims in the format your client expects.
Print a pay application as an AIA G702/G703, the standard many general contractors require from specialty subcontractors. Or send a branded schedule of values PDF with your own logo and layout.
Built for self-perform contractors on hard-bid work.
Heavy civil, earthworks, utilities and specialty subcontractors use Schedule of Values to bill fixed-price work by progress, and Schedule of Rates for the time and materials work that comes with it.
