Template Library SOV-01 · Schedule of Values (SOV)
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Schedule of Values (SOV)

Free to fill in and print in your browser. AIA-style schedule of values with auto-calculated percentages, stored materials, and retainage tracking. Need to save your data, add your logo, or reuse across projects? Get the template pack ↓

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Financial Document · SOV-01

Schedule of Values

App №
Period to
§01

Project & Contract

§02

Summary

Contract Value
$0
Completed to Date
$0
This Period
$0
Retainage Held
$0
Balance to Finish
$0
§03

Line Items

Enter each cost item. Previous billing, this period, and stored materials amounts auto-calculate totals, retainage, and balance.
#Description of WorkScheduled ValuePreviousThis PeriodStored MatlTotal%BalanceRetainage

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BBuildwise Consulting · projects@buildwise.constructionSOV-01 · Rev 2026.05

About the Schedule of Values (SOV) template

A Schedule of Values (SOV) breaks the contract sum into line items so progress can be measured and billed accurately. This SOV template is the backbone of the pay-application process, giving contractors a clear, auditable structure for showing work completed and requesting payment.

What's included

  • Line items tied to scope or CSI divisions
  • Scheduled value per line
  • Work-completed and stored-materials columns
  • Percent complete and balance-to-finish
  • Retention and totals that feed the pay application
  • Delivered in Word, Excel, and fillable/printable PDF

How to use it

  1. Break the contract sum into logical line items
  2. Assign a scheduled value to each line
  3. Update work completed and stored materials each period
  4. Use the totals to support your pay application

Frequently asked questions

What is a Schedule of Values?

An SOV is a breakdown of the total contract price into individual line items, used to measure progress and support each payment application.

How does an SOV relate to a pay application?

The SOV lists the value of each portion of work; the pay application uses those line items to bill for the percentage completed in each period, less retention.