For a specialty subcontractor, month-end shouldn't mean rebuilding your schedule of values by hand and hoping the retainage math survives the GC's review. In SubSmart, the pay application is generated from the same scopes you contracted — set percent complete on each line and the rest calculates itself.
Your schedule of values is already in the system, because it's the same scope list you bid and contracted. Every scope appears on the billing request with its contract amount, work in place, percent invoiced to date, and an input for this period's percent complete. Type the number; SubSmart computes the requested amount per line, withholds retainage at your contract rate, and totals the amount due this period. What took an afternoon of cross-checking takes minutes.
30 seconds: percent complete becoming an invoice, with the books in sync.
Every general contractor wants the pay application in their own format — some want an AIA-style G702/G703 continuation sheet, some want their own portal's template, some just want a clean invoice. Because SubSmart's document generation builds from your billing data rather than a fixed form, the numbers behind the paperwork stay the same no matter whose format you're filling in — and they always tie back to the scopes, the change orders, and the retainage already on the job.
Generate a branded invoice document straight from the billing request, and let SubSmart's two-way QuickBooks Online sync push invoices, pull job costs, and keep customers and jobs matched between systems — so the office isn't keying the same numbers twice.
Because billing lives on the same platform as bids, scopes, schedules, and field reports, the numbers agree with reality: job completion rolls up from the field, budget remaining reflects actual costs, and the work-in-progress picture is current the day you bill — not three weeks later. Extra work follows the same thread: a signed T&M ticket becomes a change order becomes a billing line.
Every contract scope appears on the billing request with its amount and percent invoiced to date. Enter this period's percent complete per scope and SubSmart computes requested amounts, retention, and the total due.
Retainage — retention, in some contracts — is withheld automatically on the billing request at your contract rate, with the amount due after retainage totaled for you. No side spreadsheet, and the withheld balance stays visible per scope so you know exactly what is still owed at closeout.
SubSmart holds the data an AIA G702/G703 needs — the schedule of values, work completed this period and to date, stored materials, retainage, and previously billed amounts — and its document generation builds pay-application paperwork from that data, so it can be shaped to the format each general contractor asks for.
Yes. Once a change order is approved and contracted, its scopes appear on the billing request alongside base contract scopes.
Yes — a two-way sync pushes invoices, pulls job costs, and keeps customers and jobs matched between SubSmart and QuickBooks Online. See it in the product tour.
Completion percentages are recorded with history per scope, and that same scope carries its budget and its posted actual costs — labor, material, equipment, and purchase orders. When billed percentage and cost-to-date disagree, the gap is visible on the job instead of turning into a write-down at closeout.
Billing documents generate from your own PDF templates, and templates are versioned, so a general contractor that insists on its own cover sheet does not force every other job onto the same form.
Invoices sync to QuickBooks Online over the two-way connection, with job costs pulled back the other way, and every sync is logged — so a failed or mismatched record is something you can find rather than something you discover at month end.