Subcontractor Billing Review for Carpentry
The Subcontractor Billing Review workflow helps carpentry contractors manage vendor and subcontractor payments effectively. It covers reviewing invoices, verifying work completion, checking change orders, and securing lien waivers. Managers reconcile billing against project budgets and schedules. By following this process, carpentry companies reduce disputes, avoid duplicate payments, and protect profitability. Clients benefit from timely project progress supported by fairly compensated partners. Teams gain accountability through documented approvals and reviews. With this workflow in place, carpentry contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while maintaining financial accuracy.
14 tasks
Receive subcontractor pay application or invoice for current billing period
Confirm billing period dates match project schedule and contract terms
Review scope of work billed against actual progress in the field
Walk the site or consult field supervisor to verify completion
Check billing against subcontractor agreement or schedule of values
Ensure change orders are approved and included if applicable
Confirm retainage is correctly applied based on contract
Verify lien waivers are included from subcontractor and lower-tier vendors
Review for math accuracy and supporting documentation (photos, timesheets, etc.)
Route pay app to project manager or leadership for approval
Record approved amount in project accounting system
Schedule payment based on payment terms and cash flow
Notify subcontractor of approval status or request for revisions
File pay app, approvals, and backup documentation in job records
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