An aia-style invoice was born in commercial contracting, yet it is quickly becoming the preferred billing format for residential builders who manage multi-phase projects. Instead of sending one big number on a single sheet, an aia-style invoice breaks the contract price into clear cost codes, tracks percentage of completion, and documents stored materials. Homeowners may not request that level of detail, but banks, inspectors and draw schedulers often do. When you use CountBricks voice-driven estimating, every line item created during takeoff flows into an aia-style invoice with no extra data entry, so residential teams gain big-builder professionalism without adding office staff.
• Schedule of values: A categorized list of every task and material created in CountBricks.com/services, each with its own allocated budget
• Percentage complete: A running tally of work finished in the current draw request
• Current payment due: The amount you expect to receive this billing cycle
• Previously billed: Cumulative totals from earlier draws, automatically recalled from your CountBricks project file
• Balance to finish: Remaining funds, helping you forecast cash flow and procurement dates
1. Speak your estimate into the CountBricks smartphone app.
2. AI converts your words into a detailed schedule of values.
3. When it is time to bill, select “Generate aia-style invoice.”
4. CountBricks fills percentage complete from your daily field voice logs.
5. Export a branded PDF or share a client-visible link.
• Faster draws: Lenders approve structured invoices quicker because every cost aligns with the original contract.
• Fewer disputes: Homeowners see exactly what phase they are paying for, reducing phone calls and back-and-forth emails.
• Streamlined change orders: CountBricks inserts approved extras as new cost codes, so additions never disappear in spreadsheets.
• Accurate job costing: Because invoices mirror the estimate, your project dashboards and CountBricks.com/portfolio metrics stay 100 % in sync.
You can create an aia-style schedule of values manually, but that defeats the purpose of AI automation. CountBricks imports blueprint quantities, regional material costs, and union or non-union labor rates right after your voice takeoff. The platform then consolidates micro-tasks into logical divisions such as Foundation, Framing, MEP Rough-In and Finishes. You remain in control—drag, merge or re-order codes to match bank requirements, then lock the schedule so future edits require approval.
• Keep the number of lines under 30 to prevent lender overload
• Group small trades (insulation, drywall, interior paint) into one “Interior Finish” division if the total value is under 10 % of contract
• Always separate allowances so you can reconcile actuals with ease
• Add a “General Conditions” code for portable toilets, dumpsters and temporary utilities to protect your overhead
• Rename codes with homeowner-friendly language—CountBricks allows custom labels without breaking the calculation engine
Residential sites move fast, so daily tracking is essential. Field superintendents record progress in the CountBricks mobile app by saying, “Framing 45 percent complete, windows delivered on-site.” The platform updates stored materials and alerts accounting when a new draw is ready. On invoice day, simply review each line for accuracy, sign digitally and click “Send.” CountBricks attaches lien waivers, compliance certificates and photo evidence automatically, eliminating packet-building headaches.
• Misaligned percentages: AI cross-checks labor hours versus claimed completion before you issue the invoice
• Missing change orders: The system flags unbilled extras so you never leave money on the table
• Over-billing: CountBricks enforces retainage rules and prevents you from exceeding the contract total
• Manual math errors: Calculations happen in real time, removing spreadsheet risks
Banks frequently hold 5-10 % retainage until project close-out. CountBricks tracks withheld amounts per cost code and automatically releases them when you hit substantial completion. For stored materials, just scan the supplier packing slip; AI matches the PO to your schedule of values and shifts cost from “Materials Stored” to “Installed” once the crew puts it in place.
• Estimate: Voice capture plus blueprint takeoff builds a granular schedule of values
• Contract: CountBricks generates an owner-ready agreement that mirrors the schedule
• Progress billing: One-click aia-style invoice saves hours every month
• Close-out: Final invoice auto-releases retainage and produces warranty documents
Skyline, a high-end residential builder, slashed draw approval time from ten days to three after adopting CountBricks invoicing. By presenting lenders with accurate aia-style invoices, they unlocked faster cash flow, enabling them to take on two additional projects simultaneously. Explore more success stories at CountBricks.com/portfolio.
1. Book a demo at CountBricks.com/consultation.
2. Upload a recent estimate or speak a new one into the app.
3. Customize your schedule of values and retainage settings.
4. Send your first aia-style invoice and watch approvals accelerate.
An aia-style invoice is no longer just for skyscrapers. With CountBricks automating the paperwork, residential contractors gain transparent billing, stronger lender relationships and healthier cash flow—all from the same voice commands you already use in the field.
The beauty of an aia-style invoice inside CountBricks is that the data never lives in a silo. Each line item drives real-time dashboards so superintendents, project managers and owners all work from the same truth.
• As soon as you update percentage complete on an invoice draft, CountBricks recalculates projected final cost and margin.
• If material prices spike mid-project, the system highlights codes at risk and suggests contingency transfers.
• A tight schedule of values allows you to pinpoint the exact impact of design tweaks.
• CountBricks generates side-by-side comparisons so clients see why additional funding is required.
• Labor hours logged in the app feed directly into each cost code, letting you spot inefficiencies before they snowball.
• Crews appreciate transparent targets, boosting morale and accountability.
• When the project finishes, CountBricks automatically compiles cost codes into a warranty binder, making future service calls straightforward.
You do not need a full accounting department to look like a national builder. With CountBricks’ aia-style invoicing, a two-person residential firm can:
• Issue professional progress billings in under ten minutes
• Provide lenders with compliance docs without printing a single sheet
• Spend evenings winning new work instead of reconciling spreadsheets
Schedule a walkthrough at CountBricks.com/consultation and experience how easy it is to create your first aia-style invoice. Let CountBricks handle the math so you can focus on building dream homes.
