Progress Claim Template

Can you really afford to not make progress claims and protect your cash flow?

Progress Claim Master Template + Free Bonus

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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.


Review the Detailed Contents

Review the Progress Claim Template below. This is produced in both Microsoft Excel and also Microsoft Word format. It can be easily be amended to suit your business or project.

Progress Claim Template – Microsoft Excel Format

Progress Claim Master Template| Microsoft Excel

Progress Claim Template – Microsoft Word Format

The example below is the same document however is produced in Microsoft Word.

Progress Claim Master Template| Microsoft Word

Free Bonus – Additional Templates

When you purchase the Progress Claim Template above we also include the following two templates free.

1. Invoice Register Template

and

2. Variation Order Request Template.

Review the templates below.

Invoice Register Template

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.

Invoice Register | Master Template

Variation Order Request Template

Obtaining approval for variations is an important step in ensuring you maintain a professional service to your Client or Customer. Use a Variation Order Request to ensure you have all variations approved before you commence work.

Review the template below.

Imange of Variation Order Request Template
Variation Order Request | Master Template

What is Included?

Master Template File Types
Microsoft Excel .xlsx and Microsoft Word.docx

Progress Claim Master Template
File Count
2
Microsoft Excel and Microsoft Word

Invoice Register Master Template
File Count
1
Microsoft Excel

Variation Order Request Master Template
File Count
1
Microsoft Excel


Easy, Quick, Efficient…..Done

Time Saving Templates

Our Master Templates are easy to use and apply. Use Microsoft Word to find and select the relevant information to customize it to your needs.

Customize in Minutes with Red Highlights

To assist you in customizing our Master Templates quickly and easily, all items that need customizing are highlighted in red. You can simply use the Find and Select tool in Microsoft Word (Ctrl+H) to identify all relevant items in one hit and replace instantly or simply scroll through and change the items in red.

Find, Select and Replace
Find, Select and Replace | Customize in Minutes

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Not only that, if you are not happy for any reason we promise to return your hard earned money with no questions asked.

Our templates are designed to save you time creating your documents. We offer an unconditional 100% Money-Back Guarantee with no questions asked if you are not satisfied.

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USD 7

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Can you really afford to not track financial aspects of your project or business accurately? There are so many valuable benefits of using Progress Claims. Don’t cutting corners and risk mistakes. Track all payments accurately to ensure your project runs efficiently and profitably.

All the best with your project.

Regards,

Signature

David


Frequently Asked Questions

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Will the purchase arrive on time?

Yes. As soon as you have paid for your purchase, you will receive a download link via email. However, please remember to also check your ‘Junk Email’ as if you have not received your link immediately, the email could be in your ‘Junk Email Inbox’.

Should you not receive the download link, please contact us immediately and we will get back to you as soon as we can. Please note, the time zone of your country may effect our response time, however we will respond as soon as we can. Our business is located in Australia.

AEST – Australian Eastern Standard Time.

Will I actually get what I ordered?

Yes. We promise to deliver to you and stand by this promise with a 90 day 100% refund policy. Further to this, Paypal guarantees your transaction so you can shop with full confidence.

Can I make changes to the master templates and add my own information?

Yes. The majority of the master templates are Microsoft Word files or Microsoft Excel files. Easy to download and easy to use. You can easily add or remove content and customize the templates to suit your needs. A lot of the templates also have automated Table of Contents, so it is easy to make changes and then update the Table of Contents field so your Table of Contents is also updated. In addition, if you have any problems we can assist.

Will unexpected fine print charges be added to my order without my knowledge?

No. There are no further charges. No monthly subscriptions either. You have the right to use the document to your desires within our terms of agreement of purchase. There are no monthly fee or hidden charges. Similarly, what you see above is the only and final fee.

Will anyone respond if I have problems after buying?

Yes. However, there may be a delay in our response. Depending on your country timezone, we will respond as soon as we can. Please note, we endeavor to respond to your requests within the shortest possible time.

Will it be easy to dispute or cancel my transaction?

Yes. If you are not 100% satisfied with your purchase, we will refund your money 100%. However, we would love some feedback from you so we can improve our product should you believe it could be better.

I did not receive a download link after paying

Please do not panic. e-Junkie is a very reliable document delivery system and it is unlikely this will occur. However, if it does, we will email you the download link as soon as we can.

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Add to Cart

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