Subcontractor Billing Review for Roofing
The Subcontractor Billing Review workflow provides roofing contractors with a structured system for verifying trade partner invoices. It covers matching billings to completed tasks, reviewing change orders, confirming lien waivers, and securing approvals. Managers reconcile invoices against project budgets to maintain accuracy. By following this workflow, roofing companies reduce disputes, avoid overpayment, and protect profitability. Clients benefit from reliable projects delivered by motivated subcontractors. Teams gain accountability through documented approvals. With this workflow in place, roofing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while maintaining solid financial oversight.
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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