Pay applications (G702/G703 format) track progress billing for subcontractors. Each pay application draws against a schedule of values established at subcontract award, showing completed work to date and the amount due for the current period.
Before issuing a pay application, create a subcontract under Labor → Subcontracts → New Subcontract:
The SOV is the framework against which progress billing is measured.
Choose the billing period (typically monthly) for this pay application.
For each SOV line item, enter the percent complete as of the billing period end date. TrueGrade calculates:
Apply the retention percentage configured in the subcontract. Default retention is typically 10% through substantial completion, reducing to 5% for the final period.
Review the calculated amounts, attach any required lien waivers or certified payroll, and click Issue Pay Application. TrueGrade generates a G702/G703 formatted PDF.
The pay application requires approval from an Admin or Owner before it can be marked for payment. The approval step also checks whether the subcontractor is Compliant in the compliance module — non-compliant subcontractors are flagged with a warning (configurable to a hard block).
Issued pay applications are locked and cannot be edited. If a correction is needed, void the pay application and issue a corrected version. The voided version is retained in history.
TrueGrade generates lien waiver templates (conditional and unconditional, partial and final) that can be attached to pay applications. Waivers are generated as fillable PDFs that the subcontractor signs and returns.
The Labor → Pay Applications → Register view shows all pay applications across all subcontracts on a project:
This view is exportable and is commonly used for owner AIA billing packages.