How do I bill long-lead fixtures and water heaters before they're installed?

List them in the G703 stored-materials column. DrawFort lets you bill materials presently stored — applying retainage on stored materials if your GC holds it — then moves that value into work completed once you install the item, so nothing gets billed twice.

Can I structure my schedule of values by system, phase, and floor?

Yes. Add as many SOV lines as your estimate calls for — underground, rough-in, top-out, and trim, broken out by system and by level — and enter percent complete on each. DrawFort calculates work completed this period, the running total, and balance to finish.

Does it handle retainage on stored materials, not just installed work?

Yes. DrawFort applies retainage to both installed work and stored materials and tracks total retainage held to date, so the G702 summary and the current payment due reconcile to your G703 line items.

How are change orders and previous applications handled month to month?

Add approved change orders as new SOV lines so they bill next to base-contract work on the same G702/G703. Column D (work completed from previous applications) fills itself and 'less previous certificates' is computed, so each period carries forward correctly.

By trade / Plumbing

AIA G702 Pay Applications for Plumbing Contractors

Commercial plumbing billing lives and dies on the schedule of values. Your scope splits across sanitary waste and vent, domestic water, storm drainage, and gas — and within each, underground, rough-in, top-out, and trim by floor — while long-lead fixtures, water heaters, and pumps sit in a warehouse waiting to be billed as stored materials. Getting percent-complete, retainage, and carry-forward right on dozens of G703 lines every month is the real work behind getting paid.

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How plumbing subs bill — and where it goes wrong

Billing long-lead fixtures and equipment as stored materials

Water heaters, booster pumps, backflow assemblies, and fixture packages get ordered months ahead and sit off-site before they can be installed. To recover that cash you have to bill them in the stored-materials column with bonded-warehouse receipts and insurance certs, then move the value into work-completed once it's set — without ever double-counting. Stored-material lines are the first thing a GC's PM scrutinizes.

An SOV split by system, phase, and floor

Plumbing scope breaks into underground/under-slab, rough-in, top-out, and trim across sanitary, domestic water, storm, and gas — often repeated floor by floor. That's easily 20-40 line items, and estimating an honest percent complete on each one every month, while keeping every line tied back to the original contract value, eats hours before the pay app is even formatted.

Tracking retainage on completed work and stored materials

GCs typically hold 5-10% retainage on completed work and often on stored materials too — which bites hard when a big share of your value is fixtures, water heaters, and equipment sitting off-site. You have to track retainage held to date per line, know which portion is set to release at substantial completion versus final closeout, and reconcile it against the G702 — small hand-math errors here directly shrink the check.

Change orders and multi-period carry-forward

Added floor drains, fixture relocations, and owner upgrades become change orders that must show up as new SOV lines mid-job. Meanwhile every prior period's work-completed-from-previous-applications and less-previous-certificates has to carry forward exactly — one transcription slip and the GC kicks the whole application back.

A typical plumbing schedule of values

These are the kinds of line items plumbing contractors put on a G703 continuation sheet. DrawFort tracks each one across every billing period — percent complete, stored materials, retainage, and balance to finish.

Mobilization & Project Supervision
Bonds, Insurance & Plumbing Permits
Submittals, Shop Drawings & BIM Coordination
Underground Sanitary Waste & Vent (Under-Slab DWV)
Underground Domestic Water & Storm Drainage Piping
Above-Ground DWV Rough-In & Top-Out
Domestic Hot & Cold Water Rough-In
Natural Gas Piping
Pipe Insulation, Hangers & Seismic Bracing
Plumbing Fixtures & Trim-Out (Water Closets, Lavatories, Sinks)
Water Heaters, Booster Pumps & Backflow Preventers
Roof Drains, Floor Drains & Cleanouts

How DrawFort helps plumbing contractors

Build the schedule of values exactly how your estimate breaks out — underground, rough-in, top-out, and trim by system and by floor — with as many line items as the job needs. Enter percent complete per line and DrawFort calculates work completed this period, totals, and balance to finish.
Bill long-lead fixtures, water heaters, and pumps in the stored-materials column while they sit off-site, then move that value into work completed as you install — and apply retainage on stored materials so your numbers stay correct without double-billing.
Track retainage on installed work and stored materials, with retainage held to date carried through to the G702 summary so line 5 and the current payment due come out right every period.
Carry forward across periods automatically: Column D (work completed from previous applications) fills itself and 'less previous certificates' is computed, so you never re-key last month's totals or risk a rejection over carry-forward math.
Add approved change orders as new SOV lines so they bill alongside base-contract work, then export a clean AIA-style G702/G703 PDF you can email to any GC, owner, or architect — regardless of the software they use. Free to start with no credit card, and there's a no-signup generator at drawfort.com/tools/g702-g703-generator.

Stop building pay apps in a spreadsheet

DrawFort fills in the carry-forward, computes retainage and current payment due, handles change orders, and exports a clean G702/G703 PDF your GC can approve at a glance.

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Frequently asked questions

How do I bill long-lead fixtures and water heaters before they're installed?: List them in the G703 stored-materials column. DrawFort lets you bill materials presently stored — applying retainage on stored materials if your GC holds it — then moves that value into work completed once you install the item, so nothing gets billed twice.
Can I structure my schedule of values by system, phase, and floor?: Yes. Add as many SOV lines as your estimate calls for — underground, rough-in, top-out, and trim, broken out by system and by level — and enter percent complete on each. DrawFort calculates work completed this period, the running total, and balance to finish.
Does it handle retainage on stored materials, not just installed work?: Yes. DrawFort applies retainage to both installed work and stored materials and tracks total retainage held to date, so the G702 summary and the current payment due reconcile to your G703 line items.
How are change orders and previous applications handled month to month?: Add approved change orders as new SOV lines so they bill next to base-contract work on the same G702/G703. Column D (work completed from previous applications) fills itself and 'less previous certificates' is computed, so each period carries forward correctly.

Other trades

New to AIA billing? Read the G702 guide or compare DrawFort to other tools.

DrawFort produces AIA-style (G702/G703-compatible) documents. It is not the official AIA software and is not affiliated with, endorsed by, or sponsored by The American Institute of Architects.