Pay Requests
Generate pay requests from approved inspections and DWRs.
13 articles
- Add signatures to a pay requestAdd engineer, prime contractor, and owner signatures to a pay request by drawing, uploading, or applying a saved signature, and save a signature stamp to reuse.
- Edit or delete a pay requestEdit the latest draft pay request or delete it, plus the rules about which pay requests can change and what happens to withheld work.
- Export a pay request as a PDF or CSVExport a pay request to PDF or CSV from its review screen, choose which sections to include, set the line item order, and rename the pay request.
- Pay Requests overviewWhat a pay request is, how it fits into Oversite, what appears on it, the statuses it moves through, who can work with it, and links to every pay request…
- What signers see when they get a signature requestWhat a recipient does after they receive a signature request email: reviewing and consenting, signing by drawing, typing, or uploading, declining, and reopening the document later.
- Send a pay request for signatureEmail a pay request to the engineer, prime contractor, and owner for electronic signature, choose the signing order, track who has signed, send reminders, void a request, and handle a…
- Creating a Pay RequestA walkthrough of creating a pay request in a project or across a group.
- Pay Request AdjustmentsAdd, edit, and remove a positive or negative adjustment on a pay request, and control whether retainage applies.
- Pay Request Rules and WorkflowThe pay request statuses, how to move a pay request through approval, the pay-period ordering rules, and who can do what.
- Releasing Retained ValueRelease retainage you have held back on a pay request, and edit or remove a release.
- Releasing Withheld ItemsRelease previously withheld quantities on a pay request so they bill, including the certification cap.
- Editing or Deleting a Locked InspectionNeed to edit a locked inspection? This article is for you.
- Bituminous Index Adjustments