Progress Billing & Invoicing Process for Roofing
The Progress Billing & Invoicing Process workflow provides roofing contractors with a structured system for generating invoices based on project milestones. It covers verifying completed work, preparing detailed billing, and securing client sign-offs. Managers reconcile invoices with contracts and budgets to maintain accuracy. By following this workflow, roofing companies reduce disputes, improve cash flow, and protect profitability. Clients benefit from clear, progress-based billing that builds trust. Teams gain accountability through documented approvals and transparent reporting. With this workflow in place, roofing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with consistent financial oversight.
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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