See the money move.
Visual, scroll-driven explainers of the documents that run construction finance. Built on one sample project, every number ties out, and every visual has a full text version.
Anatomy of a pay app
An AIA G702/G703 built line by line: SOV, percent complete, stored materials, retainage and the current payment due. Plus why pay apps get rejected.
Start scrolling →02Anatomy of a WIP schedule
Four jobs, nine columns. Watch over billing, under billing and fade fall out of the math, then see the WIP the way your banker and surety do.
Start scrolling →03Life of a change order
From a hidden condition to change event, PCO, COR and an executed CO #14, then into the budget, the sub commitment, the pay app and the WIP.
Start scrolling →04Life of an invoice
One vendor invoice through OCR, coding and a three-way match against the PO and receiving. It comes in $6,150 over, a person approves the hold, then it posts everywhere at once.
Start scrolling →05From field question to paid change order
RFI-212 becomes a change event, a priced PCO and executed CO #14, then the budget, the sub commitment and Pay App #9 read the same records. With real app screens.
Start scrolling →06A day as a project manager
Seven stops from the project desktop to an RFI answer, the daily log, an OAC meeting, tasks and a change event, and the three links that tie them together.
Read it →07Punch list to closeout
A failed inspection item becomes an observation, then a punch item that trades resolve and the final approver closes. Plus an illustrative burn-down and what it means for retainage.
Read it →08Why one data core
An interactive map of how PM, field, cost and CRM records link in os.construction. Pick a starting record and follow it across the job.
Read it →09Submittals without the chase
A glazing submittal through its workflow: the ball in court moves on its own, Revise and Resubmit makes Rev 1, then approval and distribution. Plus what one resubmittal does to delivery.
Start scrolling →10Your weekly OAC meeting, start to finish
Agenda topics linked to RFIs and submittals, minutes, tasks from topics, and open items that come back next week under Business Arising.
Read it →11From CRM lead to active project
A website inquiry becomes a contact and opportunity, moves through the stages to Won, then into a project with its history intact. What moves, and what stays planned.
Read it →12Reading your project dashboard
The project desktop and the Budget & cost pack on Riverside: six tiles, one chain of arithmetic from revised budget to EAC, over/under and margin.
Start scrolling →13Budget, commitments and cost
Riverside’s cost picture column by column: original and revised budget, subcontracts and POs as committed cost, direct and pending cost, a manual forecast to complete and EAC.
Start scrolling →14Inspections that actually close
A checklist template, a failed item that becomes a linked observation, a checked fix, sign-off and a re-inspection, with exactly which steps the app links.
Read it →15T&M tickets to a priced change
A ticket written the same day, signed and approved, then carried by hand into a change event and priced with markup on the PCO. The one step the app leaves to you.
Read it →16os.construction on your phone
The phone layout: a bottom dock, the app launcher and back navigation, the field tools that run in the browser, and what’s still planned.
Read it →17Bidding: package to awarded commitment
A glazing package released, invited and leveled, where the low bid left scope out. Then a recommendation, a second approver, the award and a draft subcontract with its lines filled in.
Start scrolling →18Your owner pay app review, line by line
Riverside Pay App #9 read the way the owner will: scheduled values, this period, stored materials, retainage and the nine G702 lines, before you submit.
Start scrolling →19Find anything: search and open items
Spotlight, the search page and My Open Items, with what each one covers tool by tool, and how ball in court moves on submittals, punch, RFIs and more.
Start scrolling →20Closeout and turnover
Closed punch, signed final inspections, documents shared to the owner and warranty service after handover, with the closeout requirements that are still planned.
Start scrolling →21RFI response time and ball in court
Why answered RFIs still run late, how the ball moves from creator to assignees to the RFI manager, and the habits that close them inside the response period.
Start scrolling →22Change events vs change orders
Change event, RFQ, PCO and package: what each record is for, how one becomes the next, and which number lands in the budget, the contract and the pay app.
Start scrolling →23Safety observations to closed
Log a hazard on the walk, fix it, review and close it, then read the record it builds: leading indicators, TRIR and the warning when observations drop.
Start scrolling →24CRM for contractors
Contacts, a weighted pipeline and follow-ups in the CRM preview, and how a won opportunity hands its contact and history to the project.
Start scrolling →25Daily reports that hold up
Weather with the delay box ticked, manpower by company and cost code, notes specific enough to act on, and a completed day that stays the way it was signed off.
Start scrolling →26The 3-week look-ahead
Move the data date and watch Overdue and At Risk flags change, then run the Monday routine: read the flags, update progress, take At Risk to the meeting.
Start scrolling →27Your first week: a setup checklist
Five days, fourteen tasks: tour the sample job, learn the field loop, invite two people, follow the money and plan the move. It remembers your progress.
Start scrolling →28What to put in the data core first
Five layers in dependency order, what the import tool brings over today, what goes in by file or by hand, and what is still planned.
Start scrolling →Prefer to do the math yourself?
The calculators use the same formulas: retainage, over/under billing, change order markup and estimate at completion.