How to prepare an AIA G702 and G703 pay application each month
The agent turns field progress and your schedule of values into the figures and backup for your monthly G702/G703 pay app, ready for your review.
- Reach it by
- Slack or Teams
- Web
- Who can use it
- Project managers, project accountants and the owner
- Works in
- Procore or your project management system · Your schedule of values spreadsheet · QuickBooks or your accounting system · Google Drive or SharePoint · DocuSign (on a plan with API access)
The problem
Every month the PM pulls percent complete from the supers, updates each line on the schedule of values, adds stored materials and change orders, and works out retainage. It takes a day or two, and it's due the same week as everything else.
A math error or a missing backup sheet means the architect sends it back. That pushes your payment out another cycle, and you're carrying the cost of the job in the meantime.
What your agent does
- Progress from the fieldPercent complete by line from your supers
- Schedule of values and change orders
- Your agent builds the draftG703 lines, stored materials, retainage and the G702 totals
- Attaches the backupInvoices, lien waivers and photos
- Your PM reviews and adjustsFlags lines that look high or low against last month
- Signed and sentOnly after your approval, on a DocuSign plan with API access
What you get
- A complete draft pay app ready days earlier
- Retainage and totals that add up the first time
- Backup organized by line item, so fewer pay apps come back
Who approves what
The agent drafts the pay app and the backup package. Your PM checks every line, and nothing goes to the owner or architect until the person you name signs it.
Common questions
- Does it fill out the actual AIA documents?
- It prepares the G702 and G703 figures and backup, and fills Procore's pay application if you use it. The AIA forms themselves come from your AIA Contract Documents licence or Procore's export, so the final document is yours to generate and sign.
- Where does percent complete come from?
- From your supers and PMs. The agent can ask each super for progress by line, by text or email, and compares it to the daily logs and last month's numbers so you can spot anything that looks off.
More for construction
No waiver, no payment
Before a sub gets paid, the agent collects the lien waiver and current COI, checks the amounts, and won't mark the payment ready until both are right.
Daily logs from the field
Your super sends a voice note and photos. The agent writes the daily log, and flags and dates every delay for time-extension requests later.
RFIs and submittals
The agent tracks every open RFI and submittal, chases the overdue ones, and tells your PM which ones are holding up the schedule.
Warranty callbacks
A homeowner calls about a problem. The agent finds the job and the responsible sub, sends it with photos, books the visit and confirms it's fixed.
What job would you hand to an agent?
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.