What does the Billings Clerk prepare?

It prepares owner billing drafts using your schedule of values, job costs, percent-complete information, stored materials, retainage, and prior billing history.

How does it confirm work in place?

The agent follows up with project managers by voice, text, or email to confirm percent complete and resolve questions before the draft is sent to the controller.

Can it support lien-waiver requirements?

Yes. The Billings Clerk can track conditional and unconditional lien waivers tied to the billing cycle and flag missing documents before a bill is released.

Does the agent send final pay applications without review?

No. It prepares the draft, applies project-manager feedback, and routes the billing package to your team for review. Your team keeps control of approval and final delivery.

Billings Clerk

Pay apps drafted before the cutoff. PM-approved, owner-ready.

Builds your owner billings from the cost data. Calls PMs to confirm work-in-place. Lines up the lien waivers. Delivers the draft 48 hours before the contract billing date.

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Builds the pay app from cost data.

SOV, % complete, stored materials, retainage. Calculated against your schedule of values and last cycle's billing. Mirrors prior pay app structure line for line.

Calls PMs to confirm work-in-place.

"Cedar Grove pay app 7: line 04 framing at 68%, you agree?" Logs the answer to the job. Updates the SOV before the draft goes out.

Lines up the lien waivers.

Conditional waivers from every lower-tier sub before this cycle's bill releases. Unconditional waivers for prior cycle. Missing waivers block the bill until they land.

Delivers the draft before cutoff.

PM-approved draft to the controller 48 hours before the contract billing date. Pencil corrections come back, get applied, final goes to the owner on time.

BILLINGS CLERK · RUN #21 · THURSDAY 8:00AMLive

Inputs collected

Active pay apps
9 jobs billing this cycle, $4.6M draft total.
Cost data
$3.1M in-period costs across 9 jobs, pulled from Sage Intacct.
Prior cycle
9 prior pay apps with line-by-line history.
Schedule of values
142 SOV lines across the 9 jobs.

Outputs produced

Drafted pay apps
9 drafts with % complete, retainage, and stored materials computed.
PM confirmations
6 voice calls, 3 SMS confirmations. 4 SOV line adjustments applied.
Lien waiver status
41 of 47 conditional waivers received. 6 outstanding flagged.
Delivered
Drafts to controller, 48 hours before owner cutoff.

Questions about the Billings Clerk.

: It prepares owner billing drafts using your schedule of values, job costs, percent-complete information, stored materials, retainage, and prior billing history.
: The agent follows up with project managers by voice, text, or email to confirm percent complete and resolve questions before the draft is sent to the controller.
: Yes. The Billings Clerk can track conditional and unconditional lien waivers tied to the billing cycle and flag missing documents before a bill is released.
: No. It prepares the draft, applies project-manager feedback, and routes the billing package to your team for review. Your team keeps control of approval and final delivery.

Bill on time. Get paid on time.

A 20-minute walkthrough where we run the billings clerk on a sample of your active jobs. You see the pay app draft itself.