Pay Applications

When you receive your monthly payment application (AKA progress claim, progress draw) you can upload them in Part3 for the consultant team to review.

There are a few options for this:

An individual with a General Contractor role can upload their Pay Application
The Prime Consultant role can upload the General Contractors Pay Application

In this article, we'll cover how to review a pay application and convert it into a certificate.

Learn how to upload your payment application here. Refer to Option 1.

Reviewing a Payment Application

Once the pay app has been uploaded, it's time for the Consultants to complete their reviews.

Step 1: Confirm that individuals for each consultant have been selected. If you need to add/remove consultants, click the 'Edit' button in the top right corner.

Step 2: Set a due date under the 'Dates' area on the right-hand side. This will help track tasks and is important for reminder schedules.

Step 3: Review the pay application and set your status under the 'Review' section. The options are Fair and reasonable, Rejected with comments, or Not reviewed.

Use the comments feature at the bottom of the page to chat with the Consultant team to collect the reviews and make sure you're aligned!

Option 1: Pay App is fair and reasonable

If every status is marked as 'Fair and reasonable', you're ready to convert the Pay Application into a certificate.

Step 1: Click on the blue 'Convert to certificate' button in the top right corner of the screen, and follow the next steps.

Step 2: A pop-up will appear to select how you want to proceed. Select your option and fill out the required information.

If you're cloning a certificate, double-check that the right certificate and pay period is being cloned (see the green arrow below for where this information can be found).

Step 3: Click the blue 'Convert to certificate for payment' button at the bottom right-hand corner of the screen. Don't worry, this information can be edited later if needed.

For the next steps in the certificate process, check out this article.

Option 2: Pay App is Rejected with comments

If the pay app is rejected, follow the steps below.

Step 1: Click the blue 'Request revision' button.

Step 2: Select the team members you want to notify about the revision request.

Step 3: Add any revision notes to give additional information to the team.

Step 4: Click the blue 'Request revision' button.

An orange bar will appear on the pay application to notify users that the document is in a revision stage.

Revise the pay application and Resubmit it to consultants.