Completing the Commercial Draw Sheet
The commercial draw sheet follows the continuation sheet line by line, in dollars.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Open the job and click the Draw Sheet tab.
Click Edit.
Enter This Inspection, Materials Stored and Retainage on each line.
Add a comment and tag photos where a line needs support.
Click Save and check the Total row.
Before You Start
The job is assigned to you and its status is In Progress.
You have walked the site and taken the photos.
You have the requested amounts, if the order carried them.
Step 1 — Read the Sheet
The continuation sheet on screen
The commercial draw sheet is the continuation sheet on screen. Each budget line shows its Amount, Portion of Job, % Complete, Requested Amount, This Inspection, Materials Stored, Prev. Draws, Bal. to Finish and Retainage, then a Comment and its Photos. A Total row closes the sheet.
The tags under the title
The tags name the budget, the draw number and the retainage. Retainage not set means no default came with the budget or the order.
Step 2 — Enter Each Line
Edit, then work down the sheet
Click Edit. The inspector enters this inspection, materials stored and retainage on each line, with a comment and photos. This Inspection is your figure for this visit. It can differ from the Requested Amount.
Comment where your figure differs
In the sample, Wood Framing was requested at $1,350,000.00 and entered at $1,080,000.00, with the comment "Level 5 framing not complete at visit". A short comment tells the reviewer why.
Tag Photo
Click Tag Photo to attach photos to a line. Their thumbnails show in the Photo column.
Step 3 — Save and Check
Save, then read the Total row
Click Save to keep your entries, or Cancel to drop them. Read the Total row before you leave the tab.
Custom columns
Turn on Custom columns to see the column set your firm chose.
Tips
DO
- •Comment on every line where This Inspection differs from the Requested Amount.
- •Tag photos of stored materials to the line that claims them.
- •Save before you switch tabs.
WATCH FOR
- •This sheet works in dollars. The residential Draw Sheet works in percentages.
- •Retainage not set means you enter retainage on the lines yourself.
Troubleshooting
Commercial draw workflow
- Complete the commercial Draw Sheet (this guide)
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