Progress Billing & Invoicing Process for Plumbing
The Progress Billing & Invoicing Process workflow helps plumbing contractors streamline client payments tied to project phases. It covers verifying completed work, preparing invoices, securing approvals, and reconciling with contracts. Managers ensure accuracy and timeliness to maintain positive cash flow. By using this workflow, plumbing companies reduce disputes, protect profitability, and improve efficiency. Clients benefit from transparent billing practices that build trust. Teams gain accountability through structured approvals. With this workflow in place, plumbing contractors can strengthen professionalism, improve financial oversight, and deliver projects more reliably while reinforcing financial stability.
14 tasks
Review contract billing terms (schedule of values, milestones, or % complete)
Confirm current work progress with field team or site walk
Calculate percent complete for each line item or milestone
Draft the billing application or invoice with updated totals
Include approved change orders and any required documentation
Apply retainage according to contract terms
Attach backup documentation (photos, timecards, material receipts, etc.)
Review draft billing with project manager or leadership
Submit invoice or pay app to client or GC by required date
Confirm receipt and follow up on approval status
Track invoice aging and update accounts receivable records
Log payment once received and update job cost tracking
File billing documents and confirmations in project records
Communicate payment status with internal team
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Start with this Progress Billing & Invoicing Process SOP, assign it to your team, and track every step from one place. Customize it as your process evolves without rebuilding it from scratch.
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