Customization & Integrations

Tailor PayAppPro to your AIA-style billing process and connect it with your ERP or accounting system. Fees are quoted per project.

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Want to learn more about how PayAppPro works first? Visit our Features and Pricing pages.

What We Customize

Streamline your G702/G703 workflow and approvals — without forcing your team to change how they work.

AIA-Style Forms & Fields

Add or hide fields, prefill contract data, enforce retention rules, and adapt the Schedule of Values entry to your standards. Match your internal terminology, cost codes, and pay app conventions.

Approvals & Roles

Custom approval routes, reviewer roles, and text/email notifications to keep subs, PMs, and accounting aligned on each billing period.

PDF/Excel Output

Adjust export layouts to match your client’s submission expectations. Add Excel outputs, extra summary pages, or internal review copies as needed.

Change Orders & Retainage

Automate how approved changes and retainage flow through current and cumulative values across periods so your G702/G703 and internal reports always agree.

ERP & Billing Integrations

Connect PayAppPro to the systems you already use — sync projects, SOVs, and pay apps instead of re-keying data.

Accounting & Billing

*Integration scope varies by edition/API and your specific billing workflow.

Project Platforms
  • Procore*
  • Buildertrend*
  • CMiC*
  • Autodesk Construction Cloud*

*Subject to partner APIs and licensing. We design integrations around the modules you actually use.

Data & Identity
  • Custom REST APIs & webhooks
  • Single Sign-On (SSO)
  • ETL / data migration
  • Secure file exchange

Featured Integration Playbooks

Acumatica ERP + PayAppPro

Sync Acumatica contracts, change orders, and project data into PayAppPro so G702/G703 exports always match your ERP.

View Acumatica integration details →

QuickBooks Online + PayAppPro

Keep accounting in QuickBooks Online while PayAppPro handles AIA-style pay apps — with invoice and retainage data kept in sync.

View QuickBooks Online integration details →
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How We Work

Straightforward process. Clear deliverables. Fees quoted per project.

1. Discovery

Requirements, data flow, systems, and timeline. We review your current AIA billing, ERP, and accounting setup.

2. Proposal

Fixed or milestone-based pricing. Fees are TBD by scope, with clear assumptions and deliverables.

3. Build

Configuration, integration build, and staging reviews with sample projects and pay apps before go-live.

4. Launch & Support

Deploy, train, monitor, and iterate as needed as your team and project mix evolve.

Security & Compliance

All integrations are built with secure authentication, least-privilege access, and auditable data flows. We use HTTPS/TLS and can support IP allowlists, SSO, and role-based access controls as needed.

Let’s Tailor PayAppPro to Your Team

Tell us about your systems and workflow. We’ll scope it and quote it — fees are TBD based on project.

Request a Consultation

New to AIA-style billing? Explore our Learn hub for G702/G703, SOV, retainage, and lien waiver guides.