Subcontractor Payment & Compliance Review for Roofing
The Subcontractor Payment & Compliance Review workflow provides roofing contractors with a structured system for handling invoices and compliance documents. It includes confirming square footage calculations, validating lien releases, reviewing insurance coverage, and ensuring licensing is current. Managers only authorize payments once all requirements are satisfied, which reduces financial risks and prevents disputes. By following this workflow, roofing companies protect profitability, reinforce trust with subcontractors, and uphold strong documentation practices. Clients benefit from smooth, uninterrupted progress, while crews work confidently knowing payments are consistent and fair. This workflow allows roofing contractors to strengthen professionalism and reliability in project delivery.
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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