{"id":7908,"date":"2018-12-20T01:01:46","date_gmt":"2018-12-20T01:01:46","guid":{"rendered":"https:\/\/sitemate.com\/?page_id=7908"},"modified":"2026-03-06T02:42:30","modified_gmt":"2026-03-06T02:42:30","slug":"progress-claim-template","status":"publish","type":"page","link":"https:\/\/sitemate.com\/nz\/templates\/commercial\/forms\/progress-claim-template\/","title":{"rendered":"Progress Claim Template"},"content":{"rendered":"

Use and edit template for free<\/h3>\r\n\t\t\t\r\n\t\t\t\t\t\t\tUse this template now\r\n\t\t\t\t\t<\/a>\r\n\t

Progress Claim Template<\/h1>\r\n\t\t\t\r\n\t\t\t\t\t\t\tUse this template now\r\n\t\t\t\t\t<\/a>\r\n\t

Start with a free 30-day trial. No credit card required.<\/p>\r\n\t

This progress claim template makes your progress claim process easier, more automated, and more professional so that everyone gets paid faster. The template is easy to tailor for each project, meaning you can keep your framework and layout fixed and adjust as needed.<\/p>\r\n

Looking for an effective way to get paid quickly? Use this progress claim template to streamline and manage your progress claim process so you get paid or pay people faster and more reliably.<\/p>\r\n

\"\"\u00a0 \u00a0100% fully customisable Progress Claim Template<\/p>\r\n

\"\"\u00a0 \u00a0Export your Progress Claim Template to PDF or CSV<\/p>\r\n

\"\"\u00a0 \u00a0Access this Progress Claim Template on mobile, tablet or computer<\/p>\r\n

\"\"\u00a0 \u00a0Thousands of templates including other commercial templates<\/a><\/p>\r\n \"progress\r\n Click to preview full template\r\n\t

Trusted by over 250,000 people from built-world companies of all sizes<\/p>\r\n\t\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\t\r\n\r\n\r\n<\/p>\r\n

~10,000 employees<\/p>\r\n

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~10 employees<\/p>\r\n

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~200 employees<\/p>\r\n

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~25,000 employees<\/p>\r\n

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~1,000 employees<\/p>\r\n

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~1,500 employees<\/p>\r\n

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Use this Progress Claim Template for free.<\/h2>\r\n\t\t\t\r\n\t\t\t\t\t\t\tGet started now\r\n\t\t\t\t\t<\/a>\r\n\t

Where do progress claims fit into the construction process?<\/h3>\r\n\t

Builders, contractors, and subcontractors need money for the people to get paid, but sometimes the payment process gets delayed due to several reasons. The progress claim process is obviously an important one – given it means getting paid or paying your workers and other parties – but claims are often managed manually and poorly, meaning mistakes and delays can often sneak into the process.<\/p>\r\n

Employing a good progress claim process reduces the chances of missing a payment, as this simplifies and automates the workflow, which keeps everyone happy – workers, contractors, and subcontractors alike.<\/p>\r\n\t

What should be included in the progress claim template?<\/h3>\r\n\t

A good progress claim template must be employed to better manage these payments, and here are the elements or components that should be included:<\/p>\r\n

Payment Details<\/strong><\/p>\r\n

The first section of a progress claim template should include the payment claim number, month, payment schedule (weekly, monthly, bi-monthly), and a brief description of the work being done, including the reasons why payment is needed. Doing so gives a summary of the progress claim and easy to comprehend at a glance.<\/p>\r\n

Cost Item<\/strong><\/p>\r\n

This section includes a description, arranged by item, of the work being done, with the quantity stated, and attachments such as photos of the job done. It is also important to add the site team sign-off and the project manager, including the date and time it was signed by both signatories.<\/p>\r\n

Relevant Attachments<\/strong><\/p>\r\n

A progress claim wouldn’t be complete without the necessary attachments, such as site photos, which prove your team actually did the job stated in the cost item above. Each of the photo attached must include the date and time it was captured, by whom, and a description of what happened as shown.<\/p>\r\n

Always remember, every project is unique and the sky is the limit, so feel free to add more fields and elements as you need them for a more successful progress claim<\/p>\r\n\t

Is Excel still the way to manage progress claims?<\/h3>\r\n\t

Using legacy formats like Excel and Word to track and action your progress claims is slow, and introduces the chance of data entry issues and delays on your money.<\/p>\r\n

A digital progress claim process can help a builder or contractor track and request payments for every project phase, making it easier to request these payments and pay the workers involved. A clear progress claim process also reduces disputes and provides more comprehensive documentation of all the work done.<\/p>\r\n

Moreover, a progress claim workflow can help monitor the status of each project done with real-time updates and also offer clearer communication among project managers and the owners. The list of benefits can go on, so move your claims process to a digital workflow as soon as possible.<\/p>\r\n\t\r\n\t

Other popular templates you can use and edit for free<\/h2>\r\n\t\"Work-order-request-form-template\"\r\n\t

Work Order Request form template<\/p>\r\n\t

Streamline and automate work order requests for all parties so jobs get closed out quickly, and every record is comprehensive and reliable.<\/p>\r\n\t\t\t\r\n\t\t\t\t\t\t\tSee the template\r\n\t\t\t\t\t<\/a>\r\n\t\"site\r\n\t

Delay analysis report template<\/p>\r\n\t

Complete & organise your daily diaries more efficiently.<\/p>\r\n\t\t\t\r\n\t\t\t\t\t\t\tSee the template\r\n\t\t\t\t\t<\/a>\r\n\t\"construction\r\n\t

Construction Change Order template<\/p>\r\n\t

Manage change order completion and approval automation with this smart template.<\/p>\r\n\t\t\t\r\n\t\t\t\t\t\t\tSee the template\r\n\t\t\t\t\t<\/a>\r\n\t\r\n\t

This Progress Claim was generated with Dashpivot<\/h3>\r\n\t

Get the benefits of software and automation for your claims now:<\/p>\r\n