A construction invoice workspace for general contractors, subs, and tradespeople billing on AIA-style progress and lien-waiver requirements in Taskade.
What's Included
- Project Database: Job, GC, owner, contract value, schedule of values, retention percentage
- Progress Billing: Per-line-item percent-complete with running total billed and remaining
- Lien-Waiver Tracker: Table view of conditional and unconditional waivers per pay app
- Cost-Code Agent: AI agent maps activity to CSI cost codes for clean breakdown
- Change-Order Workflow: Approved CO automatically updates schedule of values
- Retention Release: Final pay app releases retention with required documentation
Why This Template Wins
- AIA-style ready: Schedule of values, percent complete, retention — built to match the format GCs expect
- Lien waivers don't get lost: Tracked per pay app so payment isn't held up
- Change orders flow into billing: Approved COs automatically appear on the next pay app
How to Use
- Clone this template into your Taskade workspace
- Add job with schedule of values and retention rate
- Connect your accounting tool and Gmail
- Train the Cost-Code Agent on your standard cost codes
- Set up pay-app triggers for monthly billing cadence
FAQ
Does this support multi-tier subcontracting?
Yes. Each sub gets their own schedule of values feeding into the GC's master billing. The agent rolls sub costs into the GC pay app.
Can it generate AIA G702/G703 forms?
Yes. The PDF export uses the AIA-format schedule of values and certification block accepted by most owners and GCs.
What plan supports a construction firm?
Pro ($16/mo annual) handles small contractors. Business ($40/mo) for multi-project firms with audit logs.
CTA
Try this template free in Taskade. For accounting setup, see /learn/automation/automations-execution. Pair with Contractor Invoice. Browse more construction apps in the Community Gallery.