Schedule of Values + Pay Application Kit: Excel / Google Sheets Progress Billing Workbook, Forms and Guide

Bill your schedule of values every month without retyping last month's numbers, and catch the mistakes that get a pay app kicked back before you hit send.

The Schedule of Values + Pay Application Kit is for general contractors, subcontractors, project managers and office managers who bill progress payments. Build the SOV once, enter each period's work and stored materials, and the workbook fills an Application for Payment and Continuation Sheet, figures retainage, carries approved change orders, and checks the whole thing.

WHAT'S INCLUDED

- Workbook (.xlsx, no macros). The same file opens in Excel or Google Sheets.

- Setup: project and contract info, retainage on work and on stored materials, optional retainage reduction at a % complete you choose (two methods), payment days

- Schedule of Values: up to 60 lines, original and change order lines, with a billing grid for 24 applications (work this period and stored materials)

- Change Orders: approved, pending and rejected; approved COs count by approval date; flags COs missing from the SOV

- Continuation Sheet: previous, this period, stored, total, % complete, balance to finish and retainage on every line

- Application Summary: one page, lines 1 to 9 from the original contract sum to the current payment due, with a change order summary and signature blocks

- Pay App History: every application, amount certified vs. paid, days to pay, past-due flags

- Dashboard: 12 tiles and 11 pay-app checks (SOV matches the contract, no line over 100%, no negative balances, no billing on unapproved change orders, and more)

- Example tabs: a complete fictional sitework job with five applications

- Printable PDF forms: blank Application for Payment and Continuation Sheet

- 20-page PDF guide covering:

- how to use every tab

- building a schedule of values, monthly billing, stored materials and retainage, with a worked example

- a pay-app review checklist for before you send

- an AI Workflow chapter with three step-by-step procedures tied to the workbook: a second look at the pay app, the billing cover email and short-pay follow-up, and a draft SOV from your bid

- opening the kit in Google Sheets, step by step

COMPATIBILITY

Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros.

WORKS WITH KIT 01

Copy approved change orders from the Foundry Field Office Change Order + T&M Ticket Kit into the Change Orders tab and they flow onto the application.

BUNDLE AND SAVE

Also in the Foundry Field Office 4-Kit Bundle (Change Order + T&M, RFI + Submittal, Schedule of Values + Pay App, and Bid Proposal + Scope Checklist), $49. https://payhip.com/b/dulix

GOOD TO KNOW

- Instant download. One-business license, unlimited projects.

- Not AIA forms; not affiliated with or endorsed by AIA. These are original templates. If your contract requires specific forms or a billing portal, use this kit to check the numbers behind them.

- A billing tool, not legal or accounting advice. Check your contract for retainage, billing dates, backup, lien waivers and payment terms.

- Designed by Patrick Foundry with AI assistance. AI tools helped draft parts of the guide text and layouts. All files were checked by automated QC before release (formula recalculation against an independent calculation, error scans and page renders). All templates are original.

- Need daily reports or field logs instead? Join the SKUFF field app waitlist: https://patrickfoundry.com/skuff

- Questions about the files? Email kits@patrickfoundry.com with your order number.

REFUND POLICY

These are instant digital downloads. If a file won't open, is damaged, or isn't what the listing describes, email kits@patrickfoundry.com within 14 days of purchase with your order number and we'll fix it or refund you in full. Because the files can't be returned once downloaded, we don't otherwise offer refunds for change of mind.