Draw invoice on a tablet: contract sum, work completed and stored, retainage or holdback, previous draws, tax and total due

Progress Billing & Schedule of Values Workbook

CA$69
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Draw invoice on a tablet: contract sum, work completed and stored, retainage or holdback, previous draws, tax and total due
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  • Draw invoice on a tablet: contract sum, work completed and stored, retainage or holdback, previous draws, tax and total due
  • Schedule of values on a tablet: the contract sum split into billing lines, each with its share of the contract
  • Per cent complete sheet on a tablet: cumulative progress on each line at every draw, including approved change orders
  • Change orders sheet on a tablet: approved changes with amounts and dates, added to the contract sum
  • Draw invoice on a tablet: contract sum, work completed and stored, retainage or holdback, previous draws, tax and total due
  • Schedule of values on a tablet: the contract sum split into billing lines, each with its share of the contract
  • Per cent complete sheet on a tablet: cumulative progress on each line at every draw, including approved change orders
  • Change orders sheet on a tablet: approved changes with amounts and dates, added to the contract sum
Progress Billing & Schedule of Values Workbook
Back-Office

Progress Billing & Schedule of Values Workbook

CA$69

Launch price until January 15, 2027. Prices in Canadian dollars. Any tax that applies is shown at checkout.

A billing workbook in Excel for fixed-price work billed in monthly draws: a schedule of values, per cent complete by draw, stored materials, retainage or holdback, sales tax and a two-page invoice for each draw.

  • Billing workbook Excel, example and blank copies
  • Schedule of values Up to 40 lines and 30 change orders
  • Draws Up to 12, with retainage and tax settings
  • Invoice 2 pages per draw, printed from the workbook
  • Start Here 6-page PDF guide

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

Billing workbook, Excel (.xlsx), eight sheets, in two versions. Settings holds the project, the original contract sum, the retainage or holdback label and rates for work and for stored materials, the sales tax label, rate and timing, and the invoice numbering. The retainage and tax settings are editable samples; the blank copy starts both rates at 0%.

Schedule of Values and Change Orders. Up to 40 billing lines with a check that they add up to the contract sum, and up to 30 change orders with status and approval date. Approved ones are added to the contract and billed as their own lines.

% Complete and Stored Materials. Cumulative per cent complete for each line at each of up to 12 draws (a blank carries the last entry forward), and materials on hand but not yet installed.

Billing Register. One row per draw: work completed and stored to date, retainage or holdback held and released, earned less retainage, previous draws, this draw before tax, tax, total due, payment received, outstanding and balance to finish, with checks for a per cent that goes down, stored materials above a line's value and billing past the contract sum.

Invoice. A summary page and a line-detail page for any draw, under your company name.

Start Here guide, 6-page PDF. What is included, the retainage and tax settings, the schedule of values and change orders, billing each draw.
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.
  • PDF, letter size: the Start Here guide (6 pages). The invoice prints from the workbook.
  • Fonts: the workbook uses Georgia and Arial, which come with Windows and macOS.
  • Not included: Word, PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.2 MB) holding all three 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 workbook 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

Does it handle retainage or holdback?

Yes. Set the label your contract uses and the rates held on work and on stored materials, or 0% if none. Enter any amount released on the draw that releases it.

When is tax charged?

You choose: on all the work billed each draw, or on the amount due, so the retained part is taxed when released. Enter the rate that applies to your work, or 0% if none.

Is this an industry standard billing form?

No. It is an independent workbook that follows the usual schedule-of-values layout. If your client or lender requires a specific form, use theirs and copy the figures across.

Can a trade partner use it to bill a general contractor?

Yes. The general contractor is your client in the workbook, and their contract with you sets the retainage and the billing dates.

Do I need the other kits?

No. If you run changes in the Change Order System (CO-05), enter each approved change order's amount before tax on the Change Orders sheet.
A note on tax and retainage

The retainage or holdback and tax settings in this workbook are editable sample settings that you change on the Settings sheet. The rules for each differ by location and by contract, so confirm them with your own lawyer or accountant before you rely on them. Not legal, tax or accounting advice.