An overview of change orders, lien waivers, milestones, progress billing, AIA forms, and retainage for larger projects.
Larger projects come with paperwork that a one-visit job never sees: scope changes mid-build, lien waivers at payment time, billing by milestone instead of all at once. The construction suite gathers those tools in one place under the JOBS tab.
§What is inside
| Tool | What it is for |
|---|---|
| Change Orders | Document and track changes to scope or price after the original agreement. |
| Lien Waivers | Generate lien waiver documents tied to payments. |
| Milestones | Break a project into milestones you can track and bill against. |
| Progress Billing | Invoice for work as it completes instead of all at the end. |
| AIA Forms | Produce AIA-style G702/G703 payment applications. |
| Retainage | Track the held-back percentage until the work is accepted. |
§The same tools on a customer
You do not have to leave a customer record to use the suite. The FINANCIALS tab's quick actions include § LIEN WAIVER, ± CHANGE ORDER, and ◆ AIA G702/G703, each opening an in-place modal, and every invoice row carries a ± CO action for attaching a change order. Change orders then appear as their own section on FINANCIALS.
§Change orders and approvals
When a subcontractor requests a change order, it does not land silently — it rides the APPROVALS queue alongside sub invoices and other sign-offs, so nothing changes the price of a job without someone on your team approving it.
§Retainage defaults
Admins set the company's retainage policy once with the RETAINAGE DEFAULTS setting — search for it from the Admin Console. It controls the percentage withheld from payments by default and whether a signed lien waiver is required before retainage can be released.
One more bridge worth knowing: once a proposal or contract is accepted, the accepted scope's line items can be turned into an orderable materials list — no retyping the scope into an order.
§Related
- ◆See "The work orders hub" in this category.
- ◆See "Deposits and change orders" in the INVOICING + PAYMENTS category.
- ◆See "Approvals queue" in the PORTALS + SUBS category.