Schedule of Values SOV Example

Schedule of Values Example

Quick answer:

A Schedule of Values (SOV) is the line-item breakdown of the contract amount used to support progress billing. It is the structure behind many pay applications, especially AIA-style billing workflows.

In plain English: the SOV is the pricing map for the job. If the SOV is messy, your billing becomes messy too.

This page shows a realistic, filled-out SOV example so you can see how line items, values, and billing categories are usually organized. If you bill monthly, the SOV is one of the most important documents in the whole workflow.

Why the Schedule of Values matters so much

A lot of billing problems do not start on the pay app. They start on the Schedule of Values. If your SOV is vague, unbalanced, or disconnected from the real scope of work, every billing period becomes harder than it needs to be.

  • Reviewers cannot tell what you are billing for
  • Progress by line item becomes harder to justify
  • Change orders get awkward to slot in
  • Stored materials and retainage become harder to track cleanly
Simple rule: your SOV should make the job easier to understand, not harder.

Filled-Out Schedule of Values Example

Example only. The line items and values below are for education and illustration.

Item No. Description Scheduled Value
1 Mobilization / Project Setup $12,500.00
2 Selective Demolition $18,000.00
3 Framing and Blocking $34,500.00
4 Drywall Installation and Finish $41,000.00
5 Doors, Frames, and Hardware $22,500.00
6 ACT Ceilings $16,500.00
7 Painting $14,000.00
8 Flooring $19,500.00
9 Punch / Closeout $6,500.00
Total Contract Value $185,000.00
Key point: the total SOV value should match the contract sum for the scope you are billing. If it does not, your pay app package is already starting from a mismatch.

How to read this example

The descriptions should follow the actual scope of work in a way that makes progress easy to track from one billing period to the next. Each line item should be something you can explain, support, and update consistently.

A good SOV is usually:

  • Specific enough to track meaningful progress
  • Not so detailed that it becomes a maintenance nightmare
  • Aligned with how the GC or owner expects to review billing
  • Stable across the life of the project
What you do not want
  • One giant “miscellaneous” line
  • Too many tiny lines nobody can review efficiently
  • Values that clearly do not reflect real effort or cost
  • A total that does not match the contract

How the SOV connects to progress billing and pay apps

The SOV is not just a setup document. It becomes the backbone of your billing. In many workflows, each billing period uses the same SOV lines to track:

  • Previous billing by line item
  • Current period billing by line item
  • Stored materials, where allowed
  • Retainage
  • Balance to finish
That is why the SOV matters: if the structure is weak, every future pay app becomes harder to explain and harder to approve.

How the SOV relates to a G703-style continuation sheet

On AIA-style billing workflows, the SOV usually becomes the basis for the G703 continuation sheet. The SOV descriptions become the rows, and each row gets tracked across billing periods.

That is why people sometimes blur the SOV and G703 together. They are not the exact same thing, but they are closely connected in practice.

The SOV does this

Defines the pricing structure for the contract and gives you the line items you will track over time.

The G703 does this

Uses those line items to track previous, current, and to-date billing, plus stored materials, retainage, and balance to finish.

Common Schedule of Values mistakes

  • The total does not match the contract sum
  • The descriptions are too vague to support reviewer approval
  • The lines are too detailed to manage practically
  • Approved change orders are not reflected cleanly
  • The structure makes progress billing awkward instead of easier

Can you use Excel for this?

Yes — many contractors start with Excel, and for some teams that is fine at first. The problem is not Excel by itself. The problem is version control, formula edits, and keeping billing consistent month after month.

Excel can work for:

  • Initial setup
  • Simple jobs
  • Basic SOV review

Excel becomes painful when:

  • You are billing monthly across multiple jobs
  • Stored materials and retainage are involved
  • Multiple people touch the file
  • You need clean reviewer-ready outputs every month

How PayAppPro helps once the SOV is built

The SOV is only step one. The real pain is keeping it consistent across billing periods.

Build once

Set up the SOV one time and reuse it across pay applications.

Track cleanly

Keep previous, current, and to-date billing aligned by line item.

Export cleanly

Generate AIA-style billing outputs without spreadsheet drift.

FAQ: Schedule of Values Example

Short answers to the questions people usually ask right after seeing an SOV.

A Schedule of Values example shows how a construction contract amount can be broken into line items or cost categories that are billed over time. It helps contractors understand how to structure an SOV for progress billing and pay applications.

A typical Schedule of Values includes item numbers, descriptions, scheduled values, and a structure that can support progress billing, stored materials, retainage, and change tracking across billing periods.

Yes. The total of the Schedule of Values should match the current contract sum, including approved change orders where applicable. If it does not, billing packages often get delayed or rejected.

Not exactly. The Schedule of Values is the line-item pricing structure. A G703-style continuation sheet commonly uses that SOV structure as the basis for tracking previous, current, and to-date billing.

Yes, many contractors start in Excel. The downside is version control, formula drift, and inconsistency across billing periods. That is why many teams eventually move to a more controlled workflow.