Free G702/G703 Excel template: AIA-style forms, fillable, free download
The G702 and G703 forms as a free, formula-linked Excel download, fillable online, or as a blank PDF to print.
Download the free template
The G702 certificate and G703 continuation sheet in one formula-linked .xlsx. Enter your email and it downloads.
One follow-up email. Your address is never sold or given to anyone else for their marketing. Or download the .xlsx directly.
Or fill it in online, no download
Type your lines, check the math and download a filled G702/G703 PDF. Next month carries over. No account.
Fill it in online- Built for Excel and Google Sheets, no macros
- Styled after the AIA G702 and G703, not affiliated with the AIA
- Free, no card
A free, fillable Excel workbook with an AIA-style G703 schedule of values and G702 summary, formula-linked the way the real forms tie. Column G is D + E + F, the balance is C − G, the Column G total carries to Line 4, a check row ties Column C to Line 3, and retainage flows through Lines 5 to 9. Type the inputs and the math follows.
What the G702 and G703 are
The G702 and G703 are the two forms of a US construction pay application, published by the American Institute of Architects (AIA). The G702, the Application and Certificate for Payment, is one page of nine lines that ends in the payment due. The G703, the Continuation Sheet, is the schedule of values: one row per line item, with what it is worth, what was billed before, what is billed now, and what is left. The two restate the same totals, which is what makes a pay app checkable. The full difference is in G702 vs G703.
The template on this page is not the AIA form, and PayAppCheck is not affiliated with the AIA. It is an independently built workbook with the same columns, lines and arithmetic.
What you download: one .xlsx with three sheets
- Read me. The steps on one sheet: what to type, how to add lines, and how to start next month.
- G702 Summary. The project details and the nine payment lines. You type Lines 1, 2 and 7 and the retainage rate; every other line is a formula that reads the G703 sheet, so nothing is typed twice.
- G703 Schedule. One row per schedule-of-values line with Columns A to H, percent complete, a Next month’s D column, and a totals row.
Each sheet is one plain table with a single header row, no merged cells and no macros. You only type what is input: the scheduled value of each line, the work completed this period, and materials stored. Everything derived is a formula: totals to date, percent complete, balance to finish, retainage, and the payment due. That matters because the most common way a pay application goes wrong is someone overwriting a derived cell with a number that looked right at the time.
Free downloads: the Excel template, a blank PDF, a filled sample
All free, with no card and no trial, and fine to use on commercial projects.
- The Excel template (.xlsx). Enter your email in the download box at the top and it downloads straight away. One follow-up email, and your address is never sold.
- A blank G702/G703 PDF to print. Both forms, AIA-style and empty, for filling in by hand: download the blank printable PDF.
- A filled sample. A complete G702/G703 with every line computed, to compare yours against: sample pay app PDF or sample .xlsx.
Next month, upload the filled template and it carries forward
Once the template is filled in, upload it at the free online builder. PayAppCheck reads every line and carries Column D and Line 7 forward, with the application number up one, so next month is Column E only.
From there, Send to your GC emails the finished pay app as a PDF with a link that shows the figures tie, and the project menu sets a billing-day reminder so the next one goes out on time. A free account covers all of it.
Fillable online instead, no download
If you would rather not keep a spreadsheet, the free online G702/G703 builder is the fillable form. Type the schedule of values and this period’s work; G, H, percent complete and Lines 3 to 9 calculate, and the same checks a receiver runs show any line that does not tie. Download the G702/G703 as a filled PDF or an Excel file. Next month, press Start next month and Column D and Line 7 carry forward. No account needed.
Sending a lien waiver with it? Twelve states set the waiver form by statute, and each has a page where you fill it in and download the PDF: California, Texas, Florida, Arizona, Georgia, Nevada, Utah, Michigan, Mississippi, Missouri, Wyoming and Massachusetts.
The G703 schedule of values sheet, column by column
The G703 is the schedule of values: every line item of the contract with its scheduled value, and each month’s progress against it. Enter the schedule once. The scheduled values have to add up to the contract sum to date, and the G702 sheet’s check row reads Ties when they do. These are the columns and the arithmetic each one carries. Three of them are pure formulas, and those three are what make the sheet self-checking.
Show the columns
| Column | What it holds | In the template |
|---|---|---|
| A | Item number | You type it |
| B | Description of work | You type it |
| C | Scheduled value | You type it |
| D | Work completed from previous application | Prior period’s D + E |
| E | Work completed this period | You type it |
| F | Materials presently stored | You type it |
| G | Total completed and stored to date | = D + E + F |
| H | Balance to finish | = C − G |
| % | Percent complete (no letter on the AIA form) | = G ÷ C |
On AIA’s own form the percent column has no letter, so the balance to finish is Column H and Column I is per-line retainage, which the template leaves off because it holds one rate on the certificate. Many vendor forms letter the percent column H instead. The template puts the percent column after H, so spreadsheet columns A through H match the letters on the form.
The G702 summary sheet, line by line
The certificate summarises the sheet. In the template you type Lines 1, 2 and 7 and the retainage rate, and every other line is computed, so the payment due at the bottom is only ever as good as the schedule of values above it.
Show the nine lines
| Line | What it is | In the template |
|---|---|---|
| 1 | Original contract sum | You type it |
| 2 | Net change by change orders | You type it |
| 3 | Contract sum to date | = Line 1 + Line 2 |
| 4 | Total completed and stored to date | = total of Column G |
| 5a | Retainage on completed work | = rate × completed work |
| 5b | Retainage on stored material | = rate × stored material |
| 5 | Total retainage | = 5a + 5b |
| 6 | Total earned less retainage | = Line 4 − Line 5 |
| 7 | Less previous certificates for payment | Prior application’s Line 6 |
| 8 | Current payment due | = Line 6 − Line 7 |
| 9 | Balance to finish, including retainage | = Line 3 − Line 6 |
Line 4 is the handshake. The total of Column G on the continuation sheet must equal Line 4 on the certificate. If those two numbers disagree, one of the documents is wrong and the payment amount cannot be trusted. In the template it cannot fail, because Line 4 is the column total. How the two forms fit together is in G702 vs G703, and a filled-in sheet is in the worked schedule-of-values example.
How to fill out the G702 and G703, month by month
- Enter the schedule of values once: item number, description, and scheduled value for every line. For more lines, insert rows above the Column totals row and copy a full row into them.
- Confirm the scheduled values add up to the contract sum. If Column C doesn’t total to Line 3, the schedule of values is incomplete before any work has even been billed.
- Each period, fill in only Column E (work completed this period) and Column F (materials stored). Everything else recalculates.
- Roll forward at the start of the next period, in a copy of the file: paste the Next month’s D column over Column D as values (it holds D + E), clear Column E, and type last month’s Line 6 into Line 7. The Read me sheet names the paste command in Excel, Numbers and Google Sheets. The online builder does all of it for you.
- Glance at the percent column before sending. Anything over 100% means a line is billed beyond its scheduled value, which needs a change order rather than a bigger number.
Every column and line, with a three-item example billed over two months, is in how to fill out a G702 and G703, line by line.
A worked example, two lines at 10% retainage
A $100,000 contract, no change orders, at its second application. Last month billed 36,000 with nothing stored, so this month’s Column D totals 36,000. These are the figures the template’s formulas produce, and the screenshots above show the same two lines.
| Item | C · Sched. value | D · Previous | E · This period | F · Stored | G · D + E + F | H · C − G | % · G ÷ C |
|---|---|---|---|---|---|---|---|
| 1 · Sitework | 60,000 | 30,000 | 15,000 | 0 | 45,000 | 15,000 | 75% |
| 2 · Framing | 40,000 | 6,000 | 10,000 | 4,000 | 20,000 | 20,000 | 50% |
| Totals | 100,000 | 36,000 | 25,000 | 4,000 | 65,000 | 35,000 | 65% |
| G702 line | Figure | Where it comes from |
|---|---|---|
| 4 · Completed and stored | 65,000 | the total of Column G |
| 5a · Retainage, completed work | 6,100 | 10% × (36,000 + 25,000) |
| 5b · Retainage, stored material | 400 | 10% × 4,000 |
| 5 · Total retainage | 6,500 | 5a + 5b |
| 6 · Earned less retainage | 58,500 | Line 4 − Line 5 |
| 7 · Less previous certificates | 32,400 | last month’s Line 6: 36,000 − 3,600 |
| 8 · Current payment due | 26,100 | Line 6 − Line 7 |
Two quick proofs that it ties. The 26,100 due is this period’s new billing, 25,000 of work plus 4,000 stored, less 10%. And Line 9, Line 3 − Line 6 = 100,000 − 58,500 = 41,500, equals the Column H total of 35,000 plus the 6,500 held in retainage. A complete filled pay app is in the sample PDF, and a three-item example over two months is in how to fill out a G702 and G703.
Stored materials and retainage
Column F is materials stored and not already counted in D or E. Billing stored material that has also been billed as completed work is a double count, and it is one of the errors that survives a casual read. When that material is installed in a later period, it moves out of F and into E: lower F on that line and bill the installed value as this period’s work.
Retainage is one rate cell on the G702 sheet, where 10 means 10%. Line 5a is the rate times completed work, Columns D + E. Line 5b is the rate times stored material, Column F. Line 5 is 5a + 5b. If retainage varies by line, type the total retainage over Line 5. More in retainage on a pay application and retainage on stored materials.
Which spreadsheet apps it opens in
Built for Excel and Google Sheets: plain tables and standard formulas, no macros, no merged cells, and nothing to enable when the file opens. In Google Sheets, upload the .xlsx to Google Drive and open it with Sheets. It is built to open in Apple Numbers and LibreOffice too, using only functions those apps have.
Check it before you send it
Whoever receives your application runs the same handful of checks on it: every line’s G = D + E + F, Column G totalling to Line 4, retainage at the contract rate, Line 8 equal to Line 6 − Line 7, and this period carrying forward from the last. The template keeps those true as long as nobody types over a formula. A template-built pay app still gets bounced when a derived cell is overwritten with a number, a row is added outside the total range, or Column D does not match last month’s D + E.
Run the figures through the free builder before you send them: it checks the same identities and downloads the G702/G703 as a PDF. The other reasons an application comes back are in why pay apps get rejected, and the review checklist is what the person receiving it will do.
Checking one someone else sent you
A formula-linked workbook protects the pay applications you build. It does nothing for the ones that arrive from a subcontractor’s own spreadsheet, as a scan, or as a PDF export of a system you’ve never seen. Those are where the errors live: a derived cell typed over with a constant, a transposed digit in a total, retainage taken at the wrong rate, a Column D that doesn’t match what last month’s application reported, or front-loading of the early line items. None of it is visible until someone re-adds the columns by hand. Upload the document to PayAppCheck and every identity is checked line by line, with each mismatch flagged to the cell.
To see one filled in, print a blank one or fill one in online instead, the fillable G702/G703 form guide has a filled sample pay app and a blank printable PDF.
Questions people ask about the G702/G703 template
Is this G702/G703 Excel template free?
Yes. Enter an email and the .xlsx downloads straight away, or use the direct download link under the form. There is no trial, no card, and no limit on how you use it, including on commercial projects. The blank printable PDF and the filled sample are free too.
Is the G702/G703 template a fillable form?
Yes. In Excel or Google Sheets you type into the shaded cells, and every total, the retainage and the payment due calculate. To fill it in online with no spreadsheet at all, use the free builder: it checks the math and downloads a filled G702/G703 PDF.
Is this the official AIA G702 and G703 form?
No. The official G702 and G703 are copyrighted documents licensed through AIA Contract Documents, and this is not a copy of them. It is an independently built workbook that follows the same column and line structure and the same arithmetic, so the numbers it produces are directly comparable. If your contract requires the official forms, buy them from the AIA and use this to check the math.
Can I download a blank G702/G703 PDF to print?
Yes. The blank printable PDF has both forms, AIA-style and empty, for filling in by hand. For a PDF with the math already done, fill in the free online builder and download the filled G702/G703 PDF.
Does it work in Google Sheets?
Yes. It is built for Excel and Google Sheets: plain tables, standard formulas and no macros. Upload the .xlsx to Google Drive and open it with Sheets. It is built to open in Apple Numbers and LibreOffice too.
How do I fill out a G702 and G703?
Fill out the G703 first: one row per schedule-of-values line, with this period’s work in Column E and materials stored in Column F. The G702 then takes the totals: Line 4 is the Column G total, Line 5 is retainage, and Line 8 is the payment due. In the template everything except those inputs is a formula. Every column and line is explained in the guide on how to fill out a G702 and G703.
How do I start next month from this month?
Save a copy of the file. On the G703 sheet, copy the Next month’s D column and paste it over Column D as values, clear Column E, and type last month’s Line 6 into Line 7 on the G702. The Read me sheet lists the paste command for Excel, Numbers and Google Sheets. The free online builder does the same with one click: Start next month.
How many line items can the schedule of values have?
As many as you need. Insert rows above the Column totals row on the continuation sheet and copy a full row into them so the formulas come along. The certificate reads the column total, so it picks up the new lines automatically.
What retainage rate does it assume?
The rate is a single input cell, commonly 5% or 10% depending on the contract, and Lines 5a and 5b compute from it. Some contracts reduce or release retainage partway through the job, which the sheet supports by changing the rate for the period.
How do I check a pay application someone else filled in?
A template cannot verify a document it did not produce. Upload the PDF or Excel file to PayAppCheck and every identity is recalculated from the extracted numbers: per-line totals, column totals, the Column G to Line 4 tie, retainage, and the carry-forward against the previous application. Any mismatch is flagged to the exact cell.
Build your G702/G703 free, check the math, download the PDF.
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