What is a Progress Claim Template?
A Progress Claim Template is a ready-to-go format used to request and track progress payments for completed work on a construction project. It includes key claim details like the contract鈥檚 line items, variations, retention amount, and sums to the total claim amount.
Standardising the progress claim鈥檚 process with a template helps save time, ensure consistency, transparency, and compliance across consecutive payment claims and projects. It also supports legal and contractual obligations, such as those under the Security of Payments Act in Australia, by clearly documenting in detail the progress payment鈥檚 schedule and the period it covers.
For teams managing complex contracts, 911爆料网 offers a faster, digital alternative. Purpose-built for project managers and contract administrators, 911爆料网 streamlines progress claims, automates payment certificates and retentions, and gives teams real-time visibility鈥攚ithout relying on spreadsheets.
How to Use This Template
In 911爆料网, your Progress Claim Template becomes a smart, digital tool that simplifies how you manage contracts, variations, payments, retentions, and schedules鈥攚ithout relying on spreadsheets or Word files for progress claim submission.
1. Create and Manage Progress Claims
Quickly log each progress claim, including contract details, previously claimed amounts, the current claim amount, and relevant dates. 911爆料网 tracks every step of the claims process, from submission through to approval and payment, so every milestone is met in a timely manner.
2. Automated Payment Schedule
Produce payment claim documentation with ease. 911爆料网 instantly generates compliant payment certificates tailored to your construction contract suite鈥攏o formatting is required and no more rejected progress claims.
3. Apply Retentions with Accuracy
Manage retention amounts per claim directly in the platform. You can specify percentages, release conditions and align retention terms with your contract. This is all fully automated and traceable to the original scope of work.
4. Attach Supporting Documents
Keep everything in one place. Upload claim forms, attachments, statutory declarations, subcontractor鈥檚 statements, invoices, letters, and other supporting documents directly to each claim, ensuring full context for every payment request and audit history.
5. Visualise Payments and Performance
Track contract & payment progress, identify upcoming milestones, and view construction progress in real time with 911爆料网鈥檚 built-in charts and visualisations. Dashboards are generated automatically, giving stakeholders live insights without manual updates.
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Who Should Use a Progress Claim Template?
Anyone involved in managing payments on a construction project can benefit from a structured Progress Claim Template - Project Manager, Quantity Surveyor, Commercial Manager, Contract Administrator, etc...!
You should use this template if you鈥檙e a:
- Contractor or construction company submitting claims for completed work and needing clear documentation to support timely payment and reduce disputes
- Project manager overseeing progress payments and ensuring claims align with the terms of the construction contract and broader project management workflows
- Construction professionals like quantity surveyors or consultants responsible for managing claims efficiently and supporting compliance across the construction industry
- Project owner who needs visibility over submitted and approved claims to maintain transparency and forecast payments accurately across capital projects
- Finance teams relying on structured, auditable claim details that connect to budgets and support informed decision-making
Importance of a Template for Progress Claims
A consistent Progress Claim Template adds structure, clarity, and control to the claims process, especially across fast-moving or high-value construction projects. It helps projects maintain high-quality standards and stay aligned, so every payment claim follows a clear, review-ready format.
Here鈥檚 some benefits to standardising this template:
鉁旓笍 Ensures every claim includes key details in accordance with the contract鈥攕uch as line items, retention, variations, and supporting documents
鉁旓笍 Improves transparency between contractors, project managers, certifiers, and finance teams
鉁旓笍 Reduces the risk of disputes and delays by clearly outlining claim amounts and what鈥檚 been approved
鉁旓笍 Helps track progress against key milestones, making it easier to manage contracts and monitor completed tasks
鉁旓笍 Supports better project management by linking claims to budgets, timelines, and reporting cycles
鉁旓笍 Simplifies progress billing by aligning payment schedules with construction progress
鉁旓笍 Provides a clear foundation for compliance with payment terms and legislation
When managed well鈥攐r better yet, through a digital platform like 911爆料网鈥攖his template becomes an essential tool for streamlining the claims process and improving control across your construction project. It also ensures consistency for any payment request issued under the contract.
Progress Claims Software
A typical progress claim template in Excel or Word can handle the basics. But it struggles to keep up with shifting contract terms, evolving scopes, and the pace of real-world project delivery.
That鈥檚 where purpose-built software like 911爆料网 offers a smarter alternative. You get everything your spreadsheet does鈥攂ut simpler, faster, and automated. 911爆料网 helps teams manage progress claims, retentions, and payment certificates in one connected platform鈥攏o spreadsheets, no version chaos.
Here鈥檚 how a progress claim software compares to a traditional spreadsheets:
Prepopulating Your Progress Claim Template with 911爆料网 AI
Manually setting up progress claims has always been a time sink. Copying contract data into spreadsheets, checking calculations, chasing missing fields鈥攊t鈥檚 error-prone and eats up valuable project time. That鈥檚 exactly what 911爆料网鈥檚 new AI tools are built to solve.
911爆料网 AI automatically extracts key financial data from your source documents鈥攍ike contracts, invoices, or claim forms鈥攁nd pre-fills your progress claims in seconds. No more retyping values, fixing broken formulas, or second-guessing totals.
Here鈥檚 how 911爆料网 is transforming the setup process:
- Smart pre-fill from your documents: Upload a contract, variation, or payment request, and 911爆料网 AI will instantly identify and input fields like contractor name, claim amount, retention, and reference dates.
- Visual confirmation: Purple highlights show which fields were populated by AI. You can click through and easily review each entry before submitting.
- Click to confirm: Once everything looks good, all it takes is one click to finalise the claim. That鈥檚 it鈥攋ob done.
- Faster, error-free setup: What used to take hours of admin is now done in seconds, with structured, accurate claims ready to review and certify鈥攏o spreadsheet required.
- Built for construction workflows: 911爆料网 AI is trained on real project documentation, so it understands what鈥檚 relevant, and where it goes. It鈥檚 purpose-built for the construction industry and the way project teams actually work.
A Glimpse of What鈥檚 Next
Progress claims are just the beginning. 911爆料网 is working on AI tools to manage contracts, variations, and project reporting. The long-term vision? An intelligent assistant that can act on commands like 鈥淯pload this contract鈥 or 鈥淪end this month鈥檚 payment dashboard to the client.鈥
Progress Claim Template in Excel or Word [Free Download]
If you're managing a smaller project, a free Progress Claim Template in Excel or Word can help you get started quickly. It鈥檚 simple, familiar, and easy to customise.
But templates have their limits. As your project scales, tracking claims, retentions, and approvals across spreadsheets becomes time-consuming鈥攁nd risky.
When you're ready to move faster and stay in control, 911爆料网 gives you a smarter way to manage progress claims with real-time tracking, one-click certificates, and automated workflows鈥攏o spreadsheets needed.
Common Problems with Free Progress Claim Templates
Managing progress claims through static templates might seem like a simple solution. But it quickly becomes time-consuming, inconsistent, and risky as your project scales.
Here are the common challenges with free templates:
鈿狅笍 Time Consuming: Setting up and maintaining progress claims templates takes hours. Manually entering claim data, calculating retention, and producing payment certificates slow down your workflow and increase the chance of human error.
鈿狅笍 Keeping Track of Previous Claims and Variations: With no smart linking between claims, variations, and payments, it's easy to miss something. Cross-checking amounts or figuring out what鈥檚 already been paid often involves digging through multiple versions or files.
鈿狅笍 Complex Cost Tracking: Templates don鈥檛 automatically sync claims back to contract budgets or variation approvals. That means heavy formulas, manual cross-referencing, and a risk of mismatch between what's submitted and what's approved.
鈿狅笍 Disconnected from Actuals: Integrating financial data from ERPs or accounting reports into a static template is time-consuming. It often leads to rework when actuals change or new information comes in.
鈿狅笍 Reporting: Transposing data into charts or visuals for clients, funders, or internal dashboards takes far too long, and the results are rarely current. Stakeholders end up with static progress report that don鈥檛 reflect live project performance.
鈿狅笍 Compliance: Free templates don鈥檛 offer safeguards for financial reporting or legislative requirements like the Security of Payments Act.
Adopting Progress Claims Software
Spreadsheets might be familiar. But they weren鈥檛 built to handle the complexity of managing progress claims on modern construction projects.
As your portfolio grows, so do the risks鈥攎issed payments, inconsistent data, and wasted hours chasing updates. 911爆料网 gives you a better way forward.
911爆料网鈥檚 intuitive tools are purpose-built to simplify progress claim management. So you can move faster, stay compliant, and reduce admin from day one.
Here鈥檚 what you unlock with 911爆料网:
鉁 Create payments with full control: Easily log progress claims, retentions, and payments with clear status tracking鈥攕ubmitted, reviewed, certified, and paid鈥攁ll in one place.
鉁 Manage submitted vs approved amounts: Review each claim, adjust values if needed, add comments, and issue payment decisions with complete visibility and context.
鉁 Apply retentions automatically: Configure retention terms directly in the contract, including percentages and release conditions, and apply them per claim鈥攏o manual calculations required.
鉁 Attach and reference documents easily: Upload supporting files like invoices, letters, and claim forms directly to each payment record, keeping everything in one place for review, collaboration, and audit.
馃幆 and see how 911爆料网 transforms your progress claims into a faster, smarter, and fully connected payment workflow.

Additional Resources for Progress Claims
To further enhance your understanding and streamline your progress claim process, here are a few valuable resources:
- Progress Claim vs Final Claim in Construction Explained鈥
- Key Insights on Materials Off-Site Payments鈥嶁赌
- What is Retention? Guide to Managing Retentions in Construction
By exploring these quick links, you鈥檒l gain the knowledge and tools needed to streamline your claims process, reduce errors, and ensure timely, compliant payments across your projects.