Can you really afford to not make regular progress claims and protect your cash flow?
Progress Claim Master Template
Variation Order Request Template
Invoice Register Template
Shop with Full Confidence
90 Day Full Money Back Guarantee
✔ 90 Day Full Money Back Guarantee
✔ 100% Secure Shopping with Paypal or Stripe
✔ Secure Digital Delivery with E-Junkie
✔ No Complex Software or Subscriptions
✔ Easy to use Microsoft Word and Excel editable templates
✔ Free Bonus Variation Order Request Template
✔ Free Bonus Invoice Register Template
✔ Instant Download
Protecting your Cash Flow Crucial
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 must make regular claims for several reasons.
Two very important reasons include:
1. What if your client goes broke half way through their project? If you haven’t been making progress claims chances are you will lose the lot. Progress claims help to reduce the risk of losing everything.
2. Cash flow keeps your business alive. Protect it as much as you can.
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 Template – Microsoft Word Format
The example below is the same document however is produced in Microsoft Word.
2 x Additional Master Templates
When you purchase the Progress Claim Template above we also include the following two templates free.
1. Invoice Register Template
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.
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.
What is Included?
Master Template File Types
Microsoft Excel .xlsx and Microsoft Word.docx
Progress Claim Master Template
Microsoft Excel and Microsoft Word
Invoice Register Master Template
Variation Order Request Master Template
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.
Unconditional 100% Money-Back Guarantee
SAVE TIME using our templates or your Money-Back.
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.
No catches, tricks or conditions. Just your money refunded in full.
Easy to Purchase and Instant Download
Easy to Customize and Use
90 Day Full Money-Back Guarantee
No Questions Asked
Safe, Secure Shopping
Paypal Guarantees your purchase with Paypal Buyer Protection.
Ensure you get what you pay for with Buyer Protection.
Paypal is a secure and trusted method of payment. You can purchase through Paypal or Stripe with your credit card and be confident that you are dealing with a trusted supplier or your money back.
You will be able to download the Master Templates immediately after purchase.
Shop with Confidence
All the best with your project.
P.S. Can you really afford to not protect your cash flow? Your business depends on it. The price of our products do rise based on upgrades and improvements. We encourage you to buy today not only to avoid missing out at this price, but also to immediately reap the benefits of making regular progress claims.
Frequently Asked Questions
Is this complicated Software or Subscriptions?
No. This is not complicated software where you need an ongoing subscription or annual fee. It is a one off payment. There is no huge learning curve either. Just purchase and download and get on with the task of creating your documents quickly, easily and with no fuss.
Do I need a Paypal account to purchase?
No, you do not need a Paypal account to purchase our products. You can pay with Paypal or use your credit card.
Can I use a Credit Card to purchase?
How will my information be used?
Your information will not be used whatsoever without your permission. In other words, your email address will not be sold or spammed.
Will I get on a spam list?
No. We may add you to our newsletter list. However you can ‘opt out’ at any time. Above all, you will not be spammed. We use Mail Chimp for our electronic updates.
Will I be the victim of identity theft?
No. Paypal and e-Junkie provide a 100% secure system to perform the transaction.
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 and SendOwl are both very reliable document delivery systems and it is unlikely this will occur. However, if it does, we will email you the download link as soon as we can.
The website briefly redirected through e-Junkie or SendOwl. Is this safe?
Yes it is safe. When you click on the Proceed to Pay button, you will be redirected briefly through e-Junkie.com or SendOwl.com depending on the product to Paypal.com or Stripe.com (Credit Card Payment) depending on how you choose to pay. We use e-Junkie or SendOwl to deliver our documents electronically so you receive them immediately – 24 Hours a day, 7 days a week.
Shop with Confidence
Copyright © 2022
All rights reserved. No part of this website or information may be reproduced or used in any manner without written permission of the copyright owner.