Project financials

Budgets to billing, on one ledger

Budgets, contracts, change orders, AIA-style pay applications, WIP, and ERP export — the money side of the job, wired to the work that earns it.

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app.jobsitecerts.com/dashboard/financial/pay-apps
Approved AIA pay application showing amount due this period

Pay applications, AIA-formatted, math done for you

Generate G702 cover and G703 continuation sheets from your schedule of values. Jobsite handles completed-to-date, retainage release, and balance-to-finish — and won't let a line over-bill. Approve, mark paid, or send ACH, and export a clean PDF.

  • G702/G703 derived automatically; no over-billing
  • AI-drafted cover letters from your G703 lines
  • Pay subs via ACH; export bills and owner invoices for QuickBooks, Sage or Foundation
app.jobsitecerts.com/dashboard/financial/pay-apps
Approved pay application No. 2 with related contracts and change orders

Budgets and change orders that stay in sync

Track committed vs. actual against a live budget. Approving a change order atomically updates the contract and propagates to the budget — the numbers can't drift apart. Draft CO narratives with AI from the change-order request.

app.jobsitecerts.com/dashboard/financial/budgets
Per-job budget grid

See the whole portfolio at the billing level

Open pay apps, change orders in the pipeline, prime-contract billing cutoffs, WIP and forecast-to-complete, and over/under billing — rolled up across every job for the person who has to answer for the money.

app.jobsitecerts.com/dashboard/financial
Billing and contracts portfolio view

Learn how to use it

Managers · 5 minApprove a pay applicationReview G702/G703, approve, and pay — with the math handled.Read guide →

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