Progress Reports
Progress Reports track the financial completion of jobs by comparing billed amounts against the contract value. They are the bridge between your Schedule of Values (what you contracted to do) and your billing (what you've invoiced so far) — essential for progress billing workflows common in ICI construction.
Navigation
Sidebar → Finance → Progress Reports
URL: /overview/progress-reports
Overview
The Progress Reports page lists all jobs with active financial tracking, showing:
| Column | Description |
|---|---|
| Job | Job name and number |
| Contract Value | Total contract amount (from SOV) |
| Previously Billed | Sum of all prior progress billings |
| Current Billing | This period's billing amount |
| Total Billed | Cumulative billed to date |
| Remaining | Contract value minus total billed |
| % Complete | Billed ÷ contract value |
Progress Billing Workflow
The standard ICI progress billing cycle:
- Set up the Schedule of Values (SOV) on the job — line items matching the contract breakdown.
- Track progress — As work is completed, update the percentage complete for each SOV line item.
- Generate a Progress Report — Appello calculates the billing amount based on progress.
- Apply holdback/retention — Typically 10% holdback on each billing per construction lien legislation.
- Create Invoice — Generate an invoice from the progress report.
- Send to customer — Export as branded PDF.
- Track payment — Record when payment is received.
- Repeat — Monthly progress billing until project completion.
Holdback / Retention
Canadian construction law requires a statutory holdback (typically 10%) on each progress billing:
| Billing Amount | Holdback (10%) | Net Billing |
|---|---|---|
| $50,000.00 | $5,000.00 | $45,000.00 |
| $75,000.00 | $7,500.00 | $67,500.00 |
| Total | $12,500.00 | $112,500.00 |
The holdback is released after a defined lien period (typically 60 days after substantial completion).
How Progress Reports Connect to Other Features
| Feature | Integration |
|---|---|
| Schedule of Values | SOV line items drive the progress calculation |
| Invoicing | Progress reports generate invoices |
| Job Financial Summary | Progress data feeds the job's financial overview |
| Cost Codes | Labour and material costs track against SOV line items |
| QuickBooks | Invoices sync to QBO accounts receivable |
Related Pages
- Cost Codes & SOV — Schedule of Values configuration
- Accounts Receivable & Billing — Invoice tracking and AR management
- SOV Templates — Reusable SOV templates