This improvement to the Application for Payment (AFP) module automatically groups approved change order estimate lines into itemized summary groups on the Schedule of Values (SOV), replacing the previous single lump-sum representation.
What's changing?
Previously, when a change order (CO) was approved on a project, the AFP created a single lump-sum line on the Schedule of Values (SOV) to represent the entire CO. All underlying estimate lines were collapsed into one entry, regardless of how many trades, cost types, or billing categories they spanned. This made it difficult for subcontractors and trade partners to submit detailed, line-item billing aligned with the project's reporting needs.
With this improvement, the AFP can now automatically group the underlying estimate lines of an approved CO into meaningful summary groups on the SOV. Each group represents a distinct category of work, so billing aligns with industry-standard practices and reflects the actual breakdown of the change order.
Resources
Before and after
Before (Current)
A general contractor (GC) approves a change order that includes estimate lines across multiple trades and cost types.
The Application for Payment (AFP) module generates a single lump-sum line on the Schedule of Values (SOV) to represent the entire change order.
Subcontractors and trade partners receive a billing structure that does not break down costs by trade or category.
Office staff manually adjust billing or track itemized details outside of ServiceTitan to meet project reporting needs.
Impact: Billing does not reflect the actual breakdown of the change order, leading to manual workarounds, reporting gaps, and slower payment cycles.
Try the current workflow in your account: Open a project > Actions > Add Application for Payment > View the change order in the Schedule of Values column in Continuation Sheet as a single line item.
After
A general contractor (GC) approves a change order that includes estimate lines across multiple trades and cost types.
The Application for Payment (AFP) module can automatically group the estimate lines into meaningful change order (CO) summary groups on the Schedule of Values (SOV).
Each summary group represents a distinct category of work, such as a specific trade or cost type or a user defined SOV description.
Subcontractors and trade partners submit progress-based billing against the itemized SOV lines.
Impact: Billing aligns with industry-standard practices, reduces manual workarounds, and provides accurate cost visibility across change orders.
Test the changes in the NEXT environment: Open a project > Actions > Add Application for Payment > Click on a change order in the Schedule of Values column in Continuation Sheet to view the breakdown of the change order.
Who uses this feature
Commercial Construction
Administrators, office employees
Region availability: United States (USA), Canada (CAN)
How it works for your industry
Commercial Construction
A commercial general contractor (GC) approves a change order for additional mechanical and electrical work on a multi-story office build. Instead of a single lump-sum line, the Schedule of Values (SOV) now shows separate summary groups for the mechanical and electrical scopes, so the GC can track costs by trade.
A subcontractor submits a progress billing request against a change order that covers both labor and materials across two building phases. The itemized SOV lines let the project manager verify billed amounts against each category without cross-referencing external spreadsheets.
A construction firm reviews an Application for Payment (AFP) that includes three approved change orders. Each change order appears on the SOV with its own set of summary groups broken out by cost type, giving the accounting team a clear audit trail for every billing line.
How to prepare
Confirm that your team uses Progress Billing in ServiceTitan, as this improvement applies to the Application for Payment (AFP) workflow within Progress Billing.
Identify the project managers and accounting staff who manage change orders and Applications for Payment, and inform them about the new itemized representation on the Schedule of Values (SOV).
Review any existing workarounds your team uses to track change order detail outside of ServiceTitan, and plan to retire those processes after verifying the new SOV groupings meet your needs.
Bookmark any knowledge base articles or Academy videos for team training.