Can you really afford to not make progress claims to protect your cash flow?
Progress Claim Template
A progress claim allows you to claim for payment progressively as works are completed. Can you afford to wait until the end of the project before requesting payment?
Use a progress claim to protect your cash-flow and help to protect your business from significant loss. You can also use this progress claim template for approving sub-contractor claims if you are managing a project.
A progress claim template will help you create your progress claim easily and accurately.
Provide a mechanism for your Client to make Payments
A Progress Claim, Progress Payment Certificate, a Payment Certificate, or a Certificate for Payment. These are all names for the same type of document.
So what exactly is this type of document?
A Progress Claim is a document that provides evidence that work has been verified and completed. Typically it is for the construction industry to approve payments for completed work.
If you are creating a certificate, it needs to be accurate and professional. It provides an approval for the Client to make a payment to the contractor, so you are verifying that work has been completed.
It allows you to track all expenses including agreed contract sums as well as variations.
Can you afford to risk losing track of payments for the project you are working on?
Track Payments Easier
Tracking payments can be a difficult process if you don’t keep on top of things. You need to understand the original contract as well as variations and track the approval and payment of these using the Progress Claim.
Variations can be complicated
When variations start to occur on any project it can get confusing. You need to distinguish between the original contract sum and any approved variations. You also need to track completion of the works on site for both the original works as well as any variations.
Then on top of that you need to ensure you are claiming everything accurately and not missing out on any services or materials you have provided.
Unless you are a mathematician, you can easily make mistakes.
Using a template will save you a huge amount of time. Reinventing the wheel is simply a waste of time.
Required by law
Depending on where you operate or what country or territory your business operates in, a Progress Claim to approve payments between the Client and Contractor could be required by law. Make sure you find out so you can be confident you have met minimum standards.
The last thing you need is a government department chasing you down because you are not meeting regulations.
5 Reasons You Must Track Payments Accurately
5 good reasons you should be tracking expenses against the contract accurately include:
1. There will be less disputes
You don’t want a dispute between your Contractor and Client. Tracking things accurately avoids disputes.
2. You will be more organized
It will force you to do your job properly, to be organized and to understand all aspects of the budget for the project.
3. You will have more confidence
You will be able to answer questions with confidence about cost overruns or approved changes.
4. You will look more professional
It will make you look more professional which in turn should bring you repeat work.
5. Reduce stress
Understanding of the detail allows you to relax more. The unknown can create stress. You will be able to sleep at night knowing where money has been spent and be able to answer to your Boss or Client.
Take a Look at the Contents
Review the Progress Claim Template below. This is produced in both MS Excel and also MS Word format. It can be easily be amended to suit your business or project.
Progress Claim Template – MS Excel Format
Progress Claim Template – MS Word Format
The example below is the same document however is produced in Microsoft Word.
Also Included Free !
When you purchase the Progress Claim Template above we also include the Digital Documents Direct Invoice Register Template. This allows you to track your claims for payment in a register.
This can be used for tracking your own invoices or sub-contractors invoices. This template has been created in Microsoft Excel. Review it below. You can click the image to enlarge.
What is Included?
Microsoft Excel .xlsx and Microsoft Word.docx
Progress Claim Template
Microsoft Excel and Microsoft Word
Invoice Register Template
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All the best with your project.
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