Industry Playbook

Construction & Trades

Draw-ready billing with compliance gates before submission.

Track schedule of values, retainage, lien waivers, and change orders in one billing flow.

General contractorsSpecialty tradesRemodelersCommercial builders

Configured Workspace

Construction Command Workspace

Schedule-of-values review
Lien waiver gates
Stored material checks
Project-level margin

Setup connects records, roles, dashboards, notifications, automations, and reports around the way this industry actually moves money and work.

Construction & Trades workflow dashboard illustration

Industry workflow preview

This visual preview is tailored to construction & trades workflows and highlights the controls that reduce billing leakage.

What usually breaks

  • ×Missing waivers and backup documents delay draw approvals
  • ×Change orders are approved but not billed in time
  • ×Retainage calculations drift from contract terms

What SprintLedger enforces

  • Draw packet validation for progress billing
  • Line-level retainage and stored-material checks
  • Lien-waiver requirements by project stage
  • Change-order to invoice traceability

Reference workflow

  1. 01Bid and estimate
  2. 02Change order control
  3. 03Draw packet review
  4. 04Invoice release
  5. 05Collections

Core KPIs

  • Pending change ordersLive
  • Retainage exposureLive
  • Draw cycle timeLive
  • Cash collected per projectLive

Connected System

Records, roles, dashboards, and reports stay wired together

Workspace-ready

Primary records

  • Lead
  • Bid
  • Estimate
  • Change Order
  • Draw Invoice
  • Retainage

Role handoffs

  • Estimator creates scope
  • PM approves change order
  • Finance releases draw
  • Client approves packet

Dashboard widgets

  • Draw readiness
  • Pending change orders
  • Retainage exposure
  • Project cash collected

Reporting pack

  • Job profitability
  • Draw cycle time
  • CO aging
  • Retainage forecast

Automation starters

Each automation is tied to a visible notification and dashboard outcome.

Waiver missingChange order approved
  • When draw packet is complete, route for PM and finance approval
  • When retainage threshold changes, alert accounting
  • When CO is approved, create pending invoice line