Progress Billing

Bill projects in phases. Get paid as you build.

Set up your schedule of values. Bill by percent complete. Track retainage. Collect payments online. Standard progress billing or AIA-style G702/G703 - both built in.

Why contractors switch

Contractors switch to Werx because progress billing and AIA-style billing are included from day one. No spreadsheets. No add-ons. No $249/mo upgrade. Schedule of values, retainage, and change orders in one place.

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How it works

From SOV to payment in 3 steps

1. Set up your schedule of values

Enter line items manually or import from an approved estimate. Your SOV is the foundation for every draw.

2. Bill by percent complete

Enter progress per line. Werx calculates current billing, previous, retainage, and balance automatically.

3. Collect payment online

Email the invoice with a Stripe link. Clients pay by card or ACH. Funds arrive in two days.

Setup

Schedule of values in minutes

Enter line items manually or import them from an approved estimate. Descriptions, quantities, and values carry over automatically. Your SOV becomes the foundation for every progress invoice.

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Billing

Bill by percent complete with retainage

Enter the percent complete or dollar amount per line. Werx calculates current billing, previous billings, and balance to finish. Retainage tracks automatically - even if rates change mid-project. Choose standard progress billing or AIA-style G702/G703 format.

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Payments

Get paid online with Stripe

Email the progress invoice to your client with a payment link. Clients pay by credit card or e-check/ACH in minutes. Typical payout in two business days. No printing. No mailing. No waiting.

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Cost Tracking

Real-time budget vs. actual

Create budgets for materials, labor, equipment, and subs. Apply costs as they happen. Compare against budget in real time. Labor costs from Werx Time Tracking flow in automatically - regular, overtime, and double time.

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Everything included

Everything you need for progress jobs

Schedule of Values

Build your SOV from scratch or import from an estimate.

Retainage tracking

Set rates globally or per line. Release retainage on any invoice.

Change order support

Add change orders that integrate into your SOV and billing.

AIA-style G702/G703 format

Switch to AIA-style format anytime - same data, different output.

Online payments

Include Stripe links on every progress invoice.

Real-time budget tracking

Compare billed vs. budget as the job progresses.

Trusted by Contractors

Contractors love Werx for progress billing

G2

“Great for billing management, processing and applying payments to the project.”

G2

“Werx gives us the biggest bang for the buck out of anything we have tried.”

Capterra

“Customer service is amazing and all the services you get for one low price just can't be beat. Highly recommend!”

FAQ

Progress billing questions

What is progress billing?

Progress billing means invoicing in phases as work is completed. Each invoice reflects the percentage done on each line of your schedule of values.

What is the difference between progress billing and AIA billing?

Progress billing is the method. AIA billing uses the standardized G702/G703 forms. Werx supports both formats.

How does retainage work in Werx?

Werx tracks retainage on every progress invoice. You can change the rate mid-project, and it applies going forward - adjusting the rate only affects future retainage, not amounts already billed. Bill retainage in any pay app or release it at closeout.

Can I import my estimate into a progress project?

Yes. Convert an approved estimate and all line items flow into your schedule of values automatically.

How does labor cost tracking work?

Time entries from the Werx Field App apply to the correct project and budget category. Labor costs update in real time.

Can clients pay progress invoices online?

Yes. Every progress invoice includes a Stripe payment link for credit card or e-check/ACH.

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