Preparing a construction payment application can involve more than creating an invoice. Your team may need to update the schedule of values, account for approved changes and track retainage while meeting different customers’ submission requirements.
When that information lives in separate spreadsheets and accounting records, preparing each application takes more work. ProForm, developed by LBMC Technology Solutions, brings progress billing capabilities into Sage Intacct so contractors can manage more of that process within their accounting environment.
Key Takeaways
- ProForm is a subscription-based module built on Sage Intacct for commercial specialty contractors and subcontractors.
- It supports schedules of values, retainage, percent complete and G702/G703-style payment application forms.
- More consistent billing preparation can reduce avoidable rework. Payment still depends on contract terms, approvals and customer processes.
What AIA Billing Means for Construction Companies
AIA billing commonly refers to a construction payment application process using forms associated with the American Institute of Architects. AIA Contract Documents describes G702 and G703 as the Application and Certificate for Payment and its Continuation Sheet.
The forms work together to summarize a payment request and provide supporting detail. Your contract and the party receiving the application determine what must be submitted, including any required supporting documents or customer-specific forms.
Preparing a form is one step in the process. Teams also need accurate project information, clear review responsibilities and enough time to address questions before the billing deadline.
How ProForm Works With Sage Intacct
ProForm is designed for contractors whose work requires progress billing across projects with multiple milestones or long timelines. It connects billing preparation with Sage Intacct’s accounting platform.
According to the Sage Intacct Marketplace listing, users can manage a detailed schedule of values, retainage and project percent complete, then generate G702/G703-style forms when ready to bill. Confirm the output your customers will accept and demonstrate any special requirements before implementation.
Treat this as part of the broader technology decision. LBMC’s CFO guide to tech stack and ERP software explains why reporting requirements, integrations and process ownership should shape software selection.
Benefits of Connecting Progress Billing and Accounting
Reduce Duplicate Entry and Billing Rework
Managing billing information within Sage Intacct can reduce repeated entry between accounting records and separate worksheets. That gives staff less information to reconcile across disconnected tools.
Accurate source data still matters. Assign responsibility for reviewing project details and approving adjustments before an application is submitted.
Keep the Schedule of Values and Changes Organized
A schedule of values breaks the contract into work items used to support progress billing. ProForm provides a framework for relating those items to a Sage Intacct project and managing changes.
Ask the product team to demonstrate your actual workflow, including an approved change, a correction to an application and the information accounting needs afterward. A realistic demonstration is more useful than a general feature tour.
Improve Visibility Into Billing Status
Bringing project billing and accounting information together can help teams understand what has been prepared and where follow-up is needed. ProForm and Sage Intacct provide reporting capabilities for reviewing project performance and billing status.
That visibility supports coordination, but it does not guarantee payment dates or cash flow. A complete application may still require customer review, additional documentation or resolution of a contract question.
For a broader view of field and finance coordination, see LBMC’s guidance on construction project management and ERP integration.
Eight Signs Your Progress Billing Process Needs a Review
These issues are useful starting points for a ProForm demonstration. Confirm how each requirement would be handled, including any process changes or additional tools.
1. Too Much Time Spent Preparing Payment Applications
If staff rebuild the same information each month, identify which steps involve repeated entry, calculations or formatting. Bring a sample application to the demonstration and ask which steps ProForm can support.
2. Different Forms for Different General Contractors
Customer-specific forms can add complexity. Compare the forms you use with the proposed output and confirm what can be configured, what needs extra work and what remains outside the system.
3. Spreadsheets Carrying the Billing Process
Separate worksheets for project values, completed work and prior billings create more places for information to become inconsistent. Review which records could move into the accounting workflow and which supporting files remain necessary.
4. Missed or Rushed Billing Deadlines
Multiple billing calendars can strain a small team. Clarify who tracks deadlines, reviews applications and handles backup coverage. Confirm any scheduling or reminder functionality you need instead of assuming the billing module provides it.
5. Frequent Payment Application Rejections
Track why applications are returned. Calculation errors, missing approvals and incomplete supporting documents call for different fixes. Use those examples to evaluate how software and review procedures can reduce repeat problems.
6. Multiple Customer Submission Portals
Generating a payment application and submitting it through a customer’s portal are separate tasks. Confirm accepted file formats, manual steps and any available integrations. Do not assume ProForm connects directly with every general contractor’s portal.
7. Difficulty Finding Current Billing Records
Agree on where approved applications, revisions and supporting documents are stored and who can access them. Evaluate storage and retrieval requirements alongside the software rather than assuming every document belongs in the same tool.
8. Complex Lien Waiver Requirements
If collecting waivers delays submission, map who requests, reviews and tracks them. Confirm whether your requirements need a separate solution or integration. Ask the product team to demonstrate how your waiver requirements would be handled.
Keep Review and Approval Responsibilities Clear
Billing software supports the process, but people remain responsible for reviewing project information and authorizing changes. Establish who prepares an application, who checks it and how corrections are documented.
LBMC’s article on internal controls that help prevent construction fraud provides related considerations for construction leaders reviewing financial and operational responsibilities.
See ProForm in Action
Use the ProForm Progress Billing for Contractors product tour as a starting point, then ask LBMC Technology Solutions to demonstrate your own billing scenarios.
Bring examples of customer forms, schedules of values and recurring exceptions. Confirm required Sage Intacct modules, licensing, implementation work, training and ongoing support before deciding.
Discuss Your Construction Billing Needs With LBMC
If payment applications depend on repeated spreadsheet work or create recurring last-minute corrections, start with a review of your current process.
LBMC Technology Solutions can help you evaluate ProForm alongside your construction technology needs. Our team can review how your billing requirements fit Sage Intacct and identify the configuration, support or additional integration work to consider.
