Progress billing and pay applications require collecting timesheets, material receipts, and site progress data from multiple sources, then manually verifying contract terms and building invoices with complex calculations.
Automation aggregates all billing data, applies contract terms automatically, and generates formatted invoices and pay applications in minutes. The result is same-day billing, fewer disputes, and faster cash collection.
The full workflow, from trigger to completion.
Weekly or monthly progress reporting deadline is reached. The automation platform receives a trigger from a calendar or manual webhook.
The automation retrieves timesheets from the designated source (email, spreadsheet, or timesheet system) and extracts labour hours and rates.
Material invoices and equipment charges are pulled and matched against purchase orders.
The automation queries the contract database or spreadsheet to retrieve labour rates, material markups, retention percentages, and payment terms for the project.
The automation calculates labour costs, material costs with markups, equipment charges, taxes, and retention based on contract terms and current data.
A formatted invoice is created with all line items, project allocation, and cost codes automatically populated.
A pay application PDF is generated for subcontractors, summarising work completed, amounts due, and retention held.
The invoice and pay application are sent to the client and subcontractors respectively, with copies logged in the project file.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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