Construction Execution
Pay Application & Schedule of Values Tracker
Automate AIA billing processes, track lien releases, and manage payment applications. Ensure compliance with payment terms and lien waivers.
What it does
- Generates AIA G702/G703 Payment Applications
- Tracks Schedule of Values completion percentages
- Validates Lien Release submissions (conditional/unconditional)
- Calculates Retainage (typically 10%) automatically
- Monitors Stored Materials on-site vs. paid
- Flags Missing Lien Waivers before payment approval
- Compares Actual vs. Budgeted costs per line item
- Integrates with Procore, Sage, and QuickBooks
What it takes
- AIA G702 Application
- AIA G703 Continuation
- Schedule of Values
- Lien Release
- Invoice
- Payment Certificate
What it returns
- AIA Forms (PDF)
- Excel Report
- Procore Export
- QuickBooks Journal Entry
Written into the systems your team already runs, not into a second system of record.
How teams run it
Pay App Review
Review contractor payment application for accuracy.
Lien Release Tracking
Ensure all required lien waivers are submitted.
Budget Variance Analysis
Compare actual vs. budgeted costs by line item.
Retainage Calculator
Calculate retainage and forecast release timing.
Cited, or flagged
Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.
Read where it lives
Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.
Never trained on
Your documents do not train models — yours or anyone else's.
More in Construction Execution
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.