Once a month your contractor hands you a payment application and expects it funded. Front-loaded lines, phantom stored materials, and smuggled change orders all ride in that envelope. This worksheet is the monthly discipline that catches them before the money moves.
Fillable PDF · instant download after checkout · print one per pay application, every month, every project.
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Buying more than one? The Construction Document Bundle is all three review worksheets for $225.
Not sure yet? Read the free guide first: it teaches the method; the worksheet runs it.
Every check is a document, a photo, or a number that either ties or does not. No construction background required.
Nothing gets reviewed until it is complete: the application, the unchanged schedule of values with a labor/material split on every line, and the lien waivers in the right rhythm. Includes the state-law warning most owners learn the expensive way, and the pencil-copy habit that prevents most disputes before they exist.
Walk the site with the continuation sheet in hand and judge each big line to the nearest 10%. Covers the three lines contractors front-load, which early billings are actually legitimate (insurance and bonds are lump-sum purchases), and the stored-materials rules: off-site only, invoiced, insured, and never billed twice.
Ten minutes with a calculator: contract sum, continuity with last month, retainage at the contract rate, the bottom line, and change orders on their own numbered lines, never absorbed into base scope.
Seven patterns worth five figures each, from billing ahead of schedule to requests to pay outside the process, with the compounding rule for when one flag becomes a pattern.
Approve, short-pay with an itemized letter, or return for correction: three fill-in scripts, all boring on purpose, plus the one-page log that shows the whole payment history at a glance and the final-application checks (both kinds of final lien waivers) before retainage ever moves.
The Pay-App Review Worksheet is a diligence tool, not legal advice. Lien and prompt-payment law varies by state; verify every procedure and deadline against your own signed contract.
Rather not review them yourself? Monthly pay-application review is core owner's representation work. Contact us →