# ConstructNav AIA Billing — Quick Setup Guide

## Before the first payment application

1. Open a won project and confirm the customer, project address, original contract amount, contract date, and approved change orders.
2. Open **Billing → Customer Billing → AIA Progress Billing**.
3. Build the Schedule of Values from the job-cost budget or add the SOV lines manually.
4. Confirm that the SOV total equals the revised contract total.
5. Set work retainage and stored-material retainage.
6. Confirm the billing period, owner, contractor, and architect information.

## Create a current payment application

1. Enter work completed this period and materials presently stored.
2. Use **Suggest from Progress** only as a starting point, then review every SOV line.
3. Confirm the G702 summary reconciles:
   - Original contract + approved changes = contract sum to date.
   - Completed work + stored materials = total completed and stored.
   - Earned less retainage − previous certificates = current payment due.
4. Save the draft application.
5. Preview the G702/G703-compatible package.
6. Open **Documents** beside the saved application and attach the signed package, lien waivers, invoices, stored-material proof, approvals, and payment confirmation.
7. Move the application through Submitted, Owner Review, Approved, and Paid as the real billing process advances.

## Import existing billing history

Use **Import Billing History** when a project already has prior payment applications.

Accepted formats:

- Excel: `.xlsx`, `.xls`, `.xlsm`
- CSV or TSV
- ConstructNav JSON export
- Searchable G702-style PDF

ConstructNav scans formatted G702/G703 workbooks for title rows, application details, the actual continuation-sheet header, and SOV detail. Separate G702 and G703 sheets are combined by project, application number, and period.

For the cleanest spreadsheet import, use `AIA_BILLING_HISTORY_IMPORT_TEMPLATE.csv`. Repeat the application-level values on every SOV line.

Every import is staged first. Nothing is saved until the review is committed. ConstructNav blocks:

- Duplicate application numbers or fingerprints
- Conflicting versions of an existing application
- SOV totals that do not reconcile to the contract
- G702 totals that do not reconcile to the SOV
- Missing project, application number, period-through date, or SOV data

Imported or posted application snapshots are not overwritten.

## Billing document library

Recommended categories:

- Payment Application
- Signed G702
- G703 Continuation Sheet
- Supporting Invoice
- Lien Waiver
- Owner Approval
- Architect Certification
- Certificate for Payment
- Stored Materials Documentation
- Change Order Support
- Payment Confirmation
- Billing History Import

Cloud mode stores files in Supabase Storage, up to 50 MB each. Local-only mode stores files in the current browser, up to 5 MB each. The main ConstructNav cloud record stores links and audit metadata, not the file bytes.

Deleting a document removes its file. ConstructNav retains only a small audit entry recording what was deleted, by whom, and when.

## Important form note

ConstructNav generates an AIA-style, G702/G703-compatible billing package. It is not an official licensed AIA Contract Document. If the contract requires official AIA forms, use licensed forms from AIA Contract Documents and store the completed, signed copies in the Billing Document Library.