Workbook tabs
- Start Here
- Schedule of Values
- Progress & Stored Materials
- Certificates
- Billing Summary
Dashboard preview from the delivered XLSX workbook
Back of pack
What is inside the download
Workbook tabsStart Here + Schedule of Values + Progress & Stored Materials + Certificates + Billing Summary
Live capacity100 records
FormatMacro-free XLSX
LicenceOne organisation
Product ID: CMT-PB-008 · Completed example and built-in instructions included.
New
Calculator · UK digital download
Construction Progress Billing & Schedule of Values Pack
Editable, macro-free Excel workbook with sample data and formula-controlled exceptions
Prepare a controlled progress-billing record with schedule-of-values tie-out, current payment due, stored materials, retainage and overbilling checks.
Best for: Contractors, quantity surveyors, project accountants and commercial managers
$59USD
One-time payment in USD · XLSX workbook, manifest and licence · No subscription
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Under 2 minutes to checkout Commercial project use included
Your clean local price is calculated from the authoritative USD catalogue price. Stripe confirms the same USD amount before payment; you can change currency in the site header.
Instant XLSX downloadMacro-free workbookNo subscription
The moment you need it
Close the billing period with a clean tie-out
The billing period is closing. Reconcile original contract value, approved changes, work completed, stored materials, retainage and previous certificates.
Project boundary: Follow the contract payment terms, form of application and authorised certification process; calculations do not certify entitlement.
Construction Progress Billing & Schedule of Values Pack
$59
Product specifications
- Product ID / format
- CMT-PB-008 · XLSX, README, manifest and licence in a ZIP
- Compatibility
- Microsoft Excel 2016 or later, Macro-free XLSX workbook, Printable PDF record, Protected ZIP download after Stripe payment
- Verified contents
- Read Me, Register, Dashboard and Lists sheets; 200 register rows; sample data and formula outputs
- Delivery and licence
- Secure post-payment download; single-organization project use included
Exact workbook structure
See where every piece of information goes
The delivered file contains two focused tabs: instructions for setup and a working record with one completed example plus 100 blank live rows.
Record fields
Original and revised contract sum
Completed and stored amounts
Retainage and previous certificates
Current payment due and balance to finish
SOV tie-out and exception checks
Built-in workflow features
- Percentage complete and earned value
- Adjustable retainage
- Current payment due calculation
- Negative-balance and overbilling warnings
Why this is more than a blank checklist
- Brings SOV and period certificate history together
- Separates stored materials from installed work
- Makes tie-out exceptions visible before submission
What's Included
- Editable XLSX billing pack
- Printable payment application record
- Completed fictional example
- SOV and certificate summary
- Internal-use licence
Compatible With
- Microsoft Excel 2016 or later
- Macro-free XLSX workbook
- Printable PDF record
- Protected ZIP download after Stripe payment
How to Use
Review the included instructions and project criteria before replacing the clearly labelled sample data.
- 1Download and extract the ZIP package after purchase.
- 2Open the XLSX workbook in Microsoft Excel 2016 or later.
- 3Read the Read Me sheet and replace the project tolerance and Lists values.
- 4Delete or replace every row marked SAMPLE.
- 5Enter project records in pale-yellow cells and keep formula cells unchanged.
- 6Review Dashboard exceptions and save a versioned issued copy.
Use Cases
Progress applications
Schedule of values
Stored-materials tracking
Retainage reconciliation
Who it is—and is not—for
Built for: Contractors, quantity surveyors, project accountants and commercial managers.
Not for: Replacing the contract’s payment form, architect/engineer certification or tax advice.
FAQs
Licence: The editable workbook is licensed for internal project use by one purchasing organization. Redistribution, resale and source sharing with another organization are prohibited. The ZIP includes the complete licence.
Refunds: 30-day money-back guarantee on all purchases. If the workbook is materially not as described or you are not satisfied, contact us within 30 days. Refund Policy
This workbook organizes project records. It does not provide engineering, legal, safety or code-compliance advice and does not replace qualified review or sign-off.
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Submit a progress record you can explain line by line
Reconcile the SOV, changes, stored materials, retainage and previous certificates before the payment application leaves your desk.