Construction Draw Request Pack: the budget tracked line by line, draw by draw

Construction Draw Request Pack

CA$39
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Construction Draw Request Pack: the budget tracked line by line, draw by draw
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  • Construction Draw Request Pack: the budget tracked line by line, draw by draw
  • What's included: the draw workbook, draw request pack and Start Here guide
  • Per cent complete to amount requested, with holdback taken off
  • Close-up of the Draws sheet: per cent complete by line and draw
  • Close-up of this period's draw, line by line
  • Close-up of the Draw Log with every draw on one page
  • How it works: download, open the files and enter your own details
  • Example and blank versions of the workbook
  • Construction Draw Request Pack: the budget tracked line by line, draw by draw
  • What's included: the draw workbook, draw request pack and Start Here guide
  • Per cent complete to amount requested, with holdback taken off
  • Close-up of the Draws sheet: per cent complete by line and draw
  • Close-up of this period's draw, line by line
  • Close-up of the Draw Log with every draw on one page
  • How it works: download, open the files and enter your own details
  • Example and blank versions of the workbook
Construction Draw Request Pack
Back-Office

Construction Draw Request Pack

CA$39

Prices in Canadian dollars. Any tax that applies is shown at checkout.

An Excel workbook that turns a construction budget into a draw request, plus a printable four-page pack for the lender or the client.

Enter the budget by line, mark how much of each line is complete for the draw, and the workbook works out this period's request, holdback and the balance left. The Draw Request sheet prints under your name for the lender or the client; the Draw Log keeps every draw on one page.

The pack is a printable PDF of the request, a summary of work to date, a holdback note and a sign-off. Use your own budget and draw schedule. It is a billing and record-keeping tool, not legal or lending advice.

  • Workbook Budget, draws, draw log and draw request, example and blank
  • Pack 4-page printable draw request
  • Start Here 4-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Draw request workbook, Excel (.xlsx), six sheets, in two versions. Budget of up to 30 lines, twelve draws with percent complete 0–100, a draw log of every request, and a one-page Draw Request under your name with this period, holdback and the balance. Start Here and Settings sit in front.

Draw request pack, 4-page PDF. A printable request, a summary of work to date, a holdback note and a sign-off page.

Start Here guide, 4-page PDF. What is included and how to set the budget and the draws and print a draw request with the workbook.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • PDF, letter size: the draw-request pack (4 pages) and the Start Here guide (4 pages).
  • Fonts: the PDFs use Cormorant Garamond and Inter, both free open-licence fonts built into the files. The workbook uses Georgia and Arial.
  • Not included: PowerPoint, Word or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.17 MB) holding all four files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the pack isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Is this a lender form?

No. It is your own draw request and record. Your lender may have its own form; use this for your records and attach whatever they ask for.

How is holdback handled?

Set the holdback rate on Settings. Each draw request shows the holdback on this period and the holdback held to date.

Can I change the number of draws?

The workbook has twelve draw columns. Use as many as you need and leave the rest blank.
A note on draws and lending

The holdback rate in this workbook is an editable sample setting that you change on the Settings sheet. Your loan agreement and your contract set the holdback and how each draw is approved, and the rules differ by location, so confirm them with your lender, lawyer or accountant before you rely on them. Not legal, lending, tax or accounting advice.