Planning and Setup

  1. Job Setup:
    • Flag jobs for AIA billing at the time of job creation.
    • Set up all install items before creating your first application.
    • Ensure install item descriptions match your contract schedule of values.
  1. Install Items Best Practices:
    • Use clear, descriptive names that match your contract.
    • Break down work into appropriate detail levels.
    • Include line items for allowances and contingencies.
    • Set scheduled values to match your contract exactly.
  1. Change Orders:
    • Process any change orders promptly.
    • Ensure change orders update install item scheduled values.
    • Verify the change order total appears correctly on the Application and Certification for Payment form.