The Schedule of Values module is designed to support a specific and highly standardized process: progress billing.
In the construction industry, the standard for this process is governed by the American Institute of Architects (AIA).
MeasureSquare CRM’s SoV module is built with these same standards in mind, providing an accurate, compliant, and flexible workflow.
Users generally leverage the SoV module in one of two ways:
Manual Creation
Automated Creation (Import-Driven)
Both methods allow teams to dramatically reduce time spent on progress billing compared to traditional spreadsheets.
Some organizations prefer the familiar approach of building Schedule of Values line items by hand, similar to their existing Excel workflow.
If your goal is simply to replace spreadsheets with something:
More organized
Centralized
Less prone to errors
Easier to update month-to-month
…then manual entry is often the most straightforward option.
Creating an SoV manually takes the same effort whether you do it in Excel or inside the CRM—but the CRM provides massive downstream advantages.
Even when taking a manual approach, switching from Excel to MeasureSquare CRM provides immediate time savings:
Your SoV lives inside the project, alongside all your Bids, POs, WOs, Change Orders, and files.
Each month, previously billed amounts automatically move from Current to Previously Billed.
This saves several minutes — sometimes tens of minutes — per payment application.
Once a payment application is completed, you can generate an invoice instantly with a single click.
All SoVs, Payment Applications, and documentation follow a standardized structure across the company.
Manual creation still benefits immensely from CRM automation, even without imports or linked documents.
The automated SoV workflow is powerful but requires discipline and accurate documentation across your project.
To fully leverage SoV automation, your team must ensure:
Bids/Quotes are accurate
Purchase Orders are correct
Work Orders reflect real labor
Change Orders are current and approved
When these conditions are met, your team can reach a level of automation the industry has aimed for over 15–20 years.
Use the Import menu (top-right of the SoV screen) to import a Bid or Quote.
This import will:
Build your Schedule of Values structure
Establish the Scheduled Value for each line
Ensure the total equals your contract amount
After importing, you may rearrange line items as needed to match your client’s preferred format.
This produces a clean, AIA-aligned SoV ready to be included with your contract.
When billing begins:
Click Create Next
Open the Edit screen
Enter your billing for the current month
The CRM will automatically manage the roll-forward of billed amounts.
As your project progresses, continue to import:
Purchase Orders
Work Orders
Change Orders
These documents will automatically fill in billing amounts in the SoV based on:
Material deliveries
Labor progress
Approved changes
This creates a dynamic, self-updating SoV tied directly to real project activity.
When you import a Change Order:
A new Group (line item) is added to your Schedule of Values
You can bill against that Group the same way you bill against any other part of the contract
This ensures complete financial alignment between your change management process and your progress billing workflow.
Whether you choose a manual or automated approach, MeasureSquare CRM’s Schedule of Values module significantly enhances:
Billing accuracy
Workflow efficiency
Documentation consistency
Integration with procurement, labor, and change management
The module was built to modernize progress billing while staying true to long-established AIA standards.