Invoice match
Compare the invoice to the job, scope notes, agreed rate, change notes, dates, materials, and purchase order if used.
Before paying a sub
Review the admin packet before a subcontractor payment decision.
This checklist helps a contractor organize scope, invoice, document, and punch-list questions before paying a sub. It does not approve payment or determine legal, tax, insurance, lien, or contract obligations.
Checklist
Review facts, owners, and open questions.
Scope status
Confirm for your own records whether work is complete, partially complete, waiting on punch-list items, or disputed.
Packet status
Check whether COI, W-9, license notes, contact details, and customer-specific packet questions have an owner.
Change-order notes
Separate documented change notes, unresolved requests, and field conversations that need owner review.
Lien waiver awareness
Do not generate or interpret lien waivers here. Ask an attorney or GC/customer what is required for the job and location.
Payment record path
Use your chosen accounting or banking system for payment records. Do not enter payment details on this guide.
Owner readiness review