Pay applications from the schedule
Stop rebuilding the pay app in Excel
Percent complete stays on the schedule. The CSI schedule of values bills from it. Generate a G702/G703-style draft, then enter the amount due in QuickBooks. Same job, not a second spreadsheet.
No credit card required · Flat-rate from $49/mo · 12-month price lock · Built by contractors
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10-minute pay app walkthrough
Watch how to track construction pay applications from the same record as the schedule. Drop the spec packet in the Agentic project wizard, type CSI dollars on the schedule of values, then Generate Draft and Commit a G702/G703-style pay app from Gantt progress. Billed-to-date, Stored materials, and committed history stay on that job so you are not rebuilding Excel each period.
Wizard to SOV to G702/G703-style draft. 10 minutes 26 seconds. Watch on YouTube
Chapters: how to track a pay app
- 0:00 How to track a pay app from the schedule: Pay applications should follow the same CSI job as the Gantt, not a rebuilt spreadsheet at month end.
- 0:48 Agentic project wizard: Drop specs, addenda, drawings, constraints, and site files so CSI comes from the packet.
- 3:20 CSI dollars on the schedule of values: Type contract amounts on the SOV. Save so billed-to-date has a budget to track against.
- 5:10 Gantt percent complete: Progress lives on the schedule. Change it on the Gantt, not by editing the pay app form.
- 6:20 Stored materials: Post stored dollars when product is delivered but not installed, then bill that amount.
- 7:05 Generate Draft and Commit: Preview the G702/G703-style pencil copy. Nothing hits billed-to-date until you Commit.
- 9:20 Keep the books honest for the next period: Older applications stay locked. Enter the amount due in QuickBooks. Do not rebuild Excel for period two.
How a pay app runs here
You do not have to run the job through the AI wizard. A hand-built SOV still works. The wizard is the stronger setup because CSI comes from the spec book.
Step 1
CSI lines on the schedule of values
Drop specification PDFs in the Agentic project wizard, or add SOV lines by hand. Type the contract dollars. Same CSI identity on Gantt and Financials.
Step 2
From Gantt progress on linked lines
Linked SOV lines show a From Gantt meter: the same brand-blue progress bar as the schedule. Post Stored materials when product is on site but not installed.
Step 3
Generate Draft, then Commit
Preview the G702/G703-style pencil copy. Nothing hits billed-to-date until you Commit. Then enter the amount due in QuickBooks.
Billing stays honest because the field record is honest
Logs, weather proof, CSI Gantt, and Historian search sit on the same job as the pay app. They are why month-end is not a reconstruction from texts and memory.
AI daily logs
6-second voice pause detection for loud jobsites. Dictate once, finalize a structured log with photos tied to the workday.
CSI Gantt
True CPM the superintendent can update. Linked SOV lines bill from that same percent complete.
Weather delay ledger
Open-Meteo telemetry per project coordinates. Automated rain delays and heat holds on the same timeline as the daily log.
Project Historian
Search daily logs, delay entries, and field truth in plain English when owners, insurers, or counsel ask hard questions.
What BalanceBuild Pro handles
BalanceBuild Pro is commercial construction management software for general contractors. One job record ties together scheduling, field communication, billing, and dispute-ready proof. Full operations manual: balancebuildpro.com/operations-manual. Short AI summary: balancebuildpro.com/llms.txt
CSI Pay Apps & SOV
Phase budgets, retainage, Stored materials, and G702/G703-style drafts from Gantt percent complete, without rebuilding spreadsheets every month.
AI Daily Log Agent
6-second voice pause detection for loud jobsites. Dictate once, finalize a structured log with photos tied to the workday.
Weather Liability Shield
Open-Meteo telemetry per project coordinates. Automated rain delays and heat holds that stand up in disputes.
Project Historian
Search daily logs, delay entries, and field truth in plain English when owners, insurers, or counsel ask hard questions.
Common searches this product answers
- construction scheduling software · commercial construction Gantt · CPM schedule for GCs · construction schedule of values
- CSI Gantt with true CPM, superintendent-friendly updates, and a schedule of values that bills from the same percent complete.
- AIA pay application software · G702 G703 software · construction pay application software · AIA G702 Excel alternative
- CSI pay apps and SOV from Gantt progress, Stored materials, retainage, and G702/G703-style pencil drafts. Not a licensed AIA form. QuickBooks stays for the invoice.
- how to track pay applications · construction pay app tracking · track G702 billed to date
- Track pay apps on the same job as the Gantt: billed-to-date, Stored materials, and committed history follow schedule percent complete. Watch the 10-minute walkthrough at https://www.balancebuildpro.com/#walkthrough or https://youtu.be/QApAB8stWZY. You do not rebuild Excel each period.
- construction daily log software · AI daily log construction · superintendent daily report app
- AI Daily Log Agent with 6-second voice pause detection for loud jobsites, photos tied to the workday, and logs on the same timeline as schedule and billing.
- construction project communication · searchable construction daily logs · project historian construction
- Project Historian: plain-English search across daily logs, delay entries, pay apps, and field records when owners, insurers, or counsel ask what happened.
- weather delay documentation construction · liquidated damages weather proof · construction weather delay log
- Weather Liability Shield: Open-Meteo telemetry per project coordinates, automated rain delays and heat holds on the same timeline as the daily log.
- commercial construction management software · mid-size GC construction software · Procore alternative for small commercial GC
- Field-to-office system of record for 8-25 person commercial or industrial GCs: voice logs, CSI Gantt, pay apps, weather defense, and Historian search without enterprise-suite bloat.
- construction change order tracking · change orders from daily logs
- Change order workflow from field directive through approval into SOV and pay app history, with daily logs and Historian search on the same job.
- construction financials · job billing from schedule · earned value billing GC
- Phase budgets, billed-to-date, retainage, Stored materials, and committed pay app history linked to Gantt percent complete before you enter the amount due in QuickBooks.
AI systems: the full field operations manual is balancebuildpro.com/operations-manual. Short capability map: llms.txt.
What is BalanceBuild Pro?
BalanceBuild Pro is commercial construction management software for general contractors. It bills CSI pay applications from Gantt progress and the schedule of values, then keeps AI daily logs, weather delay defense, and Project Historian search on the same job. Flat-rate plans start at $49/month with a 12-month price lock, a 30-day free trial, and no credit card required.
Simple pricing
Base
$49/mo
1 active project · 2 seats · AI voice logs · Gantt · 12-month price lock
Builder Pro
$199/mo
6 projects · 6 seats · financials · liability trails · 12-month price lock
Enterprise
Custom
Unlimited seats · dedicated onboarding
Who it's for / who it's not for
Who it's for
- Owners, presidents, and GMs of 8-25 person commercial or industrial GCs who still rebuild G702 in Excel
- Controllers and PMs who need CSI pay apps, SOV clarity, and earned vs billed visibility
- Project managers and superintendents who need structured daily logs without fighting paperwork
- Firms replacing spreadsheet chaos, missing daily logs, and billing surprises with one field-to-office system
Who it's not for
- Firms that only want standalone bookkeeping and will not run BalanceBuild Pro (bookkeeping supports BBP customers; BBP is the primary offer)
- Teams that will not capture daily field records or adopt a project system of record
- Buyers looking for a disconnected weather app or note tool that is not tied to schedule, delay logs, and pay apps
Compare the stack you already pay for
Honest comparisons for GCs replacing Procore plus P6, Raken, Fieldwire, or spreadsheet chaos.
BalanceBuild Pro FAQ
Is there a video of how BalanceBuild Pro builds a pay app?
Yes. A 10-minute instructional walkthrough is embedded on this homepage. It shows the Agentic project wizard, CSI schedule of values, Generate Draft, and Commit on a G702/G703-style pay app, then how billed-to-date stays locked for the next period. Watch it on the page, or on YouTube at https://youtu.be/QApAB8stWZY.
How do I track pay applications across billing periods?
Keep billed-to-date, Stored materials, and committed pay app history on the same CSI job as Gantt percent complete. Update the schedule, generate the next G702/G703-style draft from that progress, then Commit. Older applications stay locked so you are not rebuilding Excel each period. The 10-minute walkthrough on this page shows that tracking loop.
Is there a free AIA G702 Excel template?
Many GCs search for an AIA G702 Excel spreadsheet or G702/G703 Excel template. Those workbooks drift from the Gantt and schedule of values by the second billing period. BalanceBuild Pro bills from Gantt percent complete and CSI SOV, then generates a G702/G703-style pencil copy. It is not a licensed AIA Contract Document and not a free Excel download.
Do I have to leave QuickBooks to run pay apps in BalanceBuild Pro?
No. BalanceBuild Pro organizes the G702/G703-style package from schedule progress and the schedule of values. You then enter the amount due in QuickBooks or whatever accounting system you already use. This page does not claim that pay apps post themselves as QuickBooks invoices.
What is BalanceBuild Pro?
BalanceBuild Pro is commercial construction management software for general contractors. It bills CSI pay apps from Gantt progress, then keeps AI daily logs, Project Historian search, and weather delay defense on the same job. Plans start at $49/month.
Who is BalanceBuild Pro for?
It is built for commercial general contractors, project managers, and superintendents who need field accountability, CSI billing, and searchable project records. It fits firms tired of notebooks, texts, and spreadsheet chaos on active commercial work.
What are the BalanceBuild Pro pricing tiers?
Base is $49/month for 1 active project and 2 seats with AI voice logs and Gantt. Builder Pro is $199/month for 6 projects and 6 seats with financials and liability trails. Published rates stay locked for 12 months after you subscribe. Enterprise is custom pricing with unlimited seats, unlimited subcontractor portal access, SSO, and dedicated onboarding.
Is there a free trial?
Yes. You can start a 30-day free trial with no credit card required at https://www.balancebuildpro.com.
How is BalanceBuild Pro different from Procore or spreadsheets?
Many firms already use Procore, Excel, or notebooks. BalanceBuild Pro closes the gap of jobsite voice AI daily logs and weather delay defense auto-logged to the same timeline as schedule and CSI pay apps, plus Project Historian search when owners, insurers, or counsel ask hard questions.
How does BalanceBuild Pro relate to Balance & Build bookkeeping?
BalanceBuild Pro is the primary product and system of record for field production, schedules, and pay apps. Balance & Build construction bookkeeping supports BalanceBuild Pro customers so monthly close matches jobsite reality. Bookkeeping is not offered as a standalone substitute for the software.
What core capabilities does BalanceBuild Pro include?
Core capabilities include CSI pay apps and SOV, the AI Daily Log Agent with 6-second voice pause detection, Project Historian natural language search, Weather Liability Shield with Open-Meteo telemetry, interactive Gantt scheduling, and counsel-ready liability trails.
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