Subcontractor Payment & Compliance Review for Insulation
The Subcontractor Payment & Compliance Review workflow provides insulation contractors with a structured process to balance financial accuracy and compliance. It includes reconciling invoices with progress milestones, validating lien releases, and confirming insurance or safety requirements. Managers authorize payments only once standards are met, minimizing risks and protecting budgets. Subcontractors benefit from reliable, transparent payments, which foster stronger long-term relationships. Clients see projects delivered without compliance-related slowdowns. With this workflow in place, insulation contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while ensuring subcontractor compliance is never overlooked in the payment cycle.
Receive subcontractor invoice or pay application for current billing period
Confirm invoice matches contract terms, billing cycle, and schedule of values
Verify scope of work billed aligns with actual progress in the field
Check that all approved change orders are reflected and documented
Apply retainage according to subcontract agreement
Review for math accuracy, duplicates, or previously paid items
Confirm receipt of up-to-date insurance certificates (general liability, workers’ comp, etc.)
Collect required lien waivers (conditional or unconditional)
Ensure any required compliance documents are current (safety forms, licenses, certified payroll, etc.)
Confirm subcontractor has submitted all required submittals and RFIs
Review and approve with project manager or financial controller
Log approved payment in accounting system and schedule for release
Notify subcontractor of payment approval or any corrections needed
File invoice, compliance documents, and approvals in subcontractor records
Receive subcontractor invoice or pay application for current billing period
Confirm invoice matches contract terms, billing cycle, and schedule of values
Verify scope of work billed aligns with actual progress in the field
Check that all approved change orders are reflected and documented
Apply retainage according to subcontract agreement
Review for math accuracy, duplicates, or previously paid items
Confirm receipt of up-to-date insurance certificates (general liability, workers’ comp, etc.)
Collect required lien waivers (conditional or unconditional)
Ensure any required compliance documents are current (safety forms, licenses, certified payroll, etc.)
Confirm subcontractor has submitted all required submittals and RFIs
Review and approve with project manager or financial controller
Log approved payment in accounting system and schedule for release
Notify subcontractor of payment approval or any corrections needed
File invoice, compliance documents, and approvals in subcontractor records
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