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View as MarkdownBudget and SOV
Track job cost in the Budget Register and billing in the SOV Tracker, on one page that agrees with itself.
Cost lives in one spreadsheet, billing in another, and the month you're underbilled is the month nobody compares them. The Budget tab keeps both on one page, fed by the same purchase orders and change orders.
The contract at a glance
The top of the tab shows Original Contract (your SOV scheduled total), Current Contract (original plus approved COs), and Projected Profit (current contract minus current budget). No hunting, no reconciling.
Budget Register
Budget lines carry a category (Labor, Material, Controls Equip, Subcontract, Freight, and more), a code, and a label. Each line shows Original, CO Adj, Current, Committed, Actual, and Remaining, with subtotals per category. Committed fills in automatically as purchase order lines are tied to budget lines, so the register reads what you've actually spent against, not what you hoped.
Starting from an SOV you already have? Seed the register from it: one budget line per SOV line, at its scheduled value, ready to recategorize.
Approved change orders allocate onto budget lines, and the page warns when approved CO value sits unallocated or over-allocated, so cost stays consistent with the log.
SOV Tracker
The Schedule of Values holds your billing lines and the headings that group them (headings carry no money and stay out of totals). Reorder rows by dragging, or import the whole thing from CSV. Previously Billed and This Period edit inline, right in the table, and save as you leave each cell.
- Bill the month by filling This Period across the lines you're billing.
- Set your retainage percent; the tracker shows total billed, retainage held, and billed less retainage.
- Close the billing period. This Period rolls into Previously Billed, and the closed period is kept in billing history, line by line.
- Export to XLSX whenever the GC wants familiar paper.
An approved CO that isn't on the SOV gets a one-click nudge to add it, so approved work never goes unbilled by omission.
The underbilled warning compares percent of contract billed against percent of budget committed. When billing falls behind cost, the page says so, with a dollar estimate, before the bank does.
Updated Aug 15, 2026
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