For remodelers & contractors · 1 workbook
Bill every draw without rebuilding the math.
Enter your contract lines once. Each billing period, type this period’s work and the workbook gives you a one-page draw request: completed and stored, less retainage, less previous draws.
Checkout and instant download on Etsy (Etsy may add sales tax or VAT). 14-day file guarantee.
- For Microsoft Excel & Google Sheets
- No macros, no add-ins
- Built by a CFO with 20+ years of experience
What it does for you
Schedule of Values & Draw Request, in plain terms.
Amount due, worked out the same way every time
Up to 40 contract lines plus 30 change order lines, with work completed previous and this period, stored materials, percent complete and balance to finish.
Retainage your way
A default percent, a per-line override and a separate percent for stored materials.
Only approved change orders add to the contract
The change order log has a status drop-down; pending orders are tracked but not billed.
16 live checks
For example lines over 100%, text typed in an amount cell, or billing against an unapproved change order. Each says OK or ERROR.
Inside the file
See the actual tabs.
Every image is drawn from the workbook itself with its fictional sample data. Select an image to open it full size.
What's included
1 .xlsx file (9 tabs).
- UYNOS Schedule of Values workbook (.xlsx)Start here, Settings, Schedule of Values, Draw Request (prints on one page), Change Orders, Retainage Summary, Dashboard, Checks, Read Me.
- Fictional sample projectA kitchen and bath remodel with 4 draws, so you can see it working. The Start here tab lists exactly which ranges to clear.
One project per file: make a copy for each job. To start the next draw, copy two helper columns and paste as values (steps on the Start here tab). Do not sort the Change Orders log; its rows feed the Schedule of Values in order.
How it works
Three steps.
Download the file from your Etsy account (Purchases) and open the Start here tab.
Type your own numbers in the input cells (colour-coded; the legend is on the Start here and Read Me tabs). Formula cells calculate everything else.
Read the Dashboard. If Checks says ERROR, the Checks tab tells you what to fix.
Compatibility
What we checked, and what we have not.
Recalculated and checked in LibreOffice Calc, with the results compared against a separate calculation.
| Microsoft Excel 2016+ / Microsoft 365 | BUILT FOR Standard functions only. Not yet opened in Excel (desktop, Mac or online) by us; covered by the 14-day file guarantee. |
|---|---|
| Google Sheets | BUILT FOR Standard functions only. Not yet checked in Google Sheets by us; covered by the 14-day file guarantee. |
| LibreOffice Calc | CHECKED Full recalculation; results matched a separate calculation. |
| Apple Numbers | NOT TESTED |
| Macros, add-ins, external links | NONE |
| Phone | Fine for viewing; data entry is easier on a computer. |
Honest limits
What it is not.
- Not legal, tax or accounting advice. Retainage and lien rules vary by state; check your contract and local law.
- An original layout. It is not an AIA document, does not copy one, and is not an official form of any association or lender. Ask your lender or owner what format they require.
- Not connected to your bank, QuickBooks or any other software.
- Not a physical product. Nothing is shipped.
Does it do AIA forms?
No. It has its own layout. It is not an AIA document and does not copy one.
Can I use it as a subcontractor?
Yes. Enter your subcontract lines as the schedule of values and bill your general contractor from the Draw Request tab, if they accept this format.
How many projects per file?
One. Make a copy of the file for each job.
Will it work in Microsoft Excel?
It is built for Excel 2016 or later and Microsoft 365, using standard worksheet functions only (no macros, add-ins, external links or passwords). Our own testing so far was done outside Excel (see Compatibility above). If anything does not work in your Excel, the 14-day file guarantee applies.
How do I use it in Google Sheets?
Upload the .xlsx to Google Drive and open it with Google Sheets (or File > Import). Chart styling can look slightly different from Excel.
How do I get the file?
You buy on Etsy and download the .xlsx from your Etsy account (Purchases). It is a digital file; nothing is shipped.
What is the refund policy?
If the file will not open or calculate correctly in current Excel or Google Sheets, message us through Etsy (or email support@uynos.com) within 14 days of purchase. If we cannot fix it within 2 business days, we refund you in full. Because files download instantly, we do not refund for change of mind. Your consumer rights under local law still apply.
What does the license allow?
Single-user license: use it for your own business or for your own clients. Please do not resell or share the file itself.
How was it made?
Designed by UYNOS with AI-assisted tools and reviewed by a finance professional (a CFO with 20+ years of experience). Results were checked by recalculating the file and comparing against a separate calculation. The images on this page are renders of the actual file with fictional sample data.
It calculates from the figures you enter and does not know your full tax position or legal obligations. It is not IRS-reviewed and does not file anything. Check your inputs and talk to a qualified accountant or tax professional before making tax, financing or legal decisions.
Get the file
Contractor Schedule of Values, Draw Request & Change Order Tracker
Checkout and instant download on Etsy (Etsy may add sales tax or VAT). 14-day file guarantee.
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