Subcontractor Billing Review for Home Builder
The Subcontractor Billing Review workflow helps home builders and remodelers manage payments to trade partners with accuracy and transparency. It includes verifying invoices, matching charges to work performed, confirming lien waivers, and securing approvals. Managers reconcile billings with project budgets to prevent overpayment and maintain financial control. By standardizing this process, builders reduce disputes, improve efficiency, and protect profitability. Clients benefit from smoother projects supported by well-managed subcontractor relationships. Teams gain accountability with documented reviews and approvals. With this workflow in place, home builders can strengthen professionalism, improve financial oversight, and deliver projects more reliably while ensuring subcontractors are paid fairly and on time.
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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