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Free templates that hold up at month-end.

Six working files for PMs and project accountants. CSVs open in Excel or Google Sheets. Checklists print cleanly or save as PDF. No email required.

Change order log

Track every CO from change event to approval to the pay app it lands on. Requested vs approved amounts, schedule impact, linked RFI.

CSV · 15 columns · 1 KB

RFI log

One row per RFI: question, spec section, ball-in-court, required vs answered dates, and whether it carries cost or schedule impact.

CSV · 15 columns · 1 KB

Lien waiver tracker

Know which subs and suppliers owe you a conditional or unconditional waiver before you release a dollar. Progress and final.

CSV · 14 columns · 1 KB

Schedule of values starter

G703-style columns with live formulas: total completed and stored, % complete, balance to finish and retainage. Lines by CSI division.

CSV · 10 columns · 2 KB

Closeout checklist

Substantial completion to retainage release in six sections: punch, inspections, closeout docs, COs, final waivers and payment.

Printable HTML · 27 checks · print to PDF

Month-end WIP prep checklist

Cut off costs, update cost-to-complete, compute earned revenue and over/under billing, review, post. With the formulas.

Printable HTML · 20 checks · print to PDF

Notes Sample rows are illustrative (Riverside Medical Center is our sample job) and marked for deletion. Lien waiver forms, retainage rules and closeout requirements vary by state and contract; your contract documents and counsel govern. The SOV formulas assume 10% retainage: edit the rate to match your contract.

Tired of keeping five logs in sync?

os.construction links the RFI, the CO, the commitment and the pay app on one record. We're building it with founding contractors.

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