Progress billing & holdback invoicing softwareBill the month the work was done
Set % complete per Schedule of Values (SOV) line, let holdback and tax calculate, add approved change orders, approve, send, and push to QuickBooks Online — before the GC's cut-off, not after.
Progress invoice #6: % complete per SOV line with previously billed carried forward, holdback and tax computed underneath.
- % complete carried forward per line
- Templates: Progress, Simple, Holdback, Subsidy
- Change orders as invoice lines
- G702 / G703-style Excel export; not official AIA form; no stored materials
Insulation, mechanical and electrical contractors running on Appello
What changes in the office on Monday
The progress claim waits on the site super's numbers, then on the bookkeeper, then misses the GC's cut-off. Missing that cut-off can push payment into the next billing cycle.
The claim goes out before the cut-off
Set this period's percent complete and the invoice drafts itself from the Schedule of Values — no week of gathering numbers.
Holdback calculated, not remembered
Holdback or retention, tax and due dates computed per invoice, holdback to date on the job, released on its own invoice.
Counted across every Appello customer account, 2 September 2026.
From percent complete to money in
Billing starts at the Schedule of Values and ends in your accounting system. Everything on this page is in the product today. Those with a page of their own link to it.
Build the claim
From the same SOV the job runs on.
Schedule of Values
Contract value per line, billed to date.Percent complete billing
This period's percent, carried forward.Progress invoices
Drafted from the SOV, change orders included.Invoice templates
Progress, simple, holdback, subsidy.Get the details right
The parts that get invoices rejected.
Holdback & retention
Calculated per invoice, released on its own invoice.Tax rates & handling
HST, GST, PST, QST, line-item tax.AIA-style pay application
An Excel workbook laid out like the G702 / G703.T&M invoicing
Invoice a work order's labour and material.Get paid
And know what is outstanding.
Accounts receivable
Draft, sent and paid, with due-by dates.Invoice sync to QuickBooks
Invoice out, payments back.Progress billing
The whole cycle, month after month.Why trade contractors pick Appello
The union engine is the product, not a setting
Trade levels, wage regions, versioned agreements, travel rate cards and overtime rule sets are first-class records — the same records the schedule and the job cost read.
Built for ICI sub-trades, not adapted from service
Insulation, sheet metal, HVAC, electrical, scaffold, firestop — crews working under a GC on hospitals, plants and outages. That is the only customer we build for.
Honest about what is built
Everything on this page is in the product today.
Your job in Appello
Your trade
Progress Billing works with
One record per job, per worker, per asset. The modules share it.
Questions we get about progress billing
Does Appello handle holdback?
Yes. Holdback (or retention — you choose the label) is copied from the job to each invoice and calculated automatically. The job shows holdback to date, the job costing report shows what is still unreleased, and you release it on a holdback invoice with its own payment terms.
Can I produce an AIA-style pay application?
Yes. Any progress invoice exports to an Excel workbook laid out like the G702 / G703, built from the SOV and the earlier invoices. It is not the official AIA form, and stored materials are not billed through it.
What goes to QuickBooks Online?
The invoice with its lines, customer and tax. A payment that clears the invoice in QuickBooks Online marks it paid in Appello.
Bill next month's claim in the demo
Bring an SOV. We'll build the progress invoice and push it to a QuickBooks Online sandbox.
Score your operation in 8 minutes
22 questions on how your office runs today. You get a scored report and the three things worth fixing first — no call required.
Start the scorecard