Progress Claim Template

What is a Progress Claim Template?

Since Progress Claims are regular and repetitive throughout the life of a construction project, standardizing the format through a template helps maintain consistency and ensures all key information is captured accurately. A standardized Progress Claim Template becomes a crucial document for requesting payments and documenting the work completed during a specific period and ensure compliance, such as with the Security of Payments Act in Australia.

Want to ensure your progress claims comply with the Security of Payment Act (SOPA)? Read our guide on progress claim security of payment to understand the process and secure timely payments.

Who Benefits from a Construction Progress Payment Template?

This construction Progress Payment Template is ideal for general contractors, subcontractors, project managers, and small construction businesses seeking straightforward tools for managing expenses, invoices, and tasks. It helps track partial completions, maintain clear billing schedules, and boost financial efficiency for people who are:

• General contractors handling multiple residential or commercial projects
• Subcontractors needing clear cost breakdowns and milestone tracking
• Project managers overseeing payment schedules and project timelines
• Quantity surveyors responsible for precise financial records and estimates
• Small businesses or freelancers seeking easy progress invoicing solutions

Using a structured construction Progress Payment Template improves cash flow and fosters transparency with stakeholders. It lets teams record completed tasks, outstanding work, and due payments in one place, which minimizes confusion and reduces billing disputes.

When to Use a Progress Claim Template

Use a construction Progress Claim Template whenever critical milestones are reached, tasks are completed, or materials are delivered. It also proves helpful for recurring monthly claims and to address billing disputes or overdue payments.

• At Contract Milestones: Submit a claim upon finishing each project phase or milestone.
• On a Recurring Schedule: File monthly or periodic claims as stated in contract terms.
• Upon Work Completion: Seek payment only after verifying completed tasks with proper documentation.
• When Payment Deadlines Arrive: Match submissions to the agreed-upon due dates in the contract.
• After Material Deliveries: Invoice for materials once they’re delivered or installed per project requirements.
• To Resolve Disputes: Use documented claims to clarify work done and address any unpaid balances.

Frequent and accurate submissions keep project billing clear and up to date. This approach helps improve cash flow, maintain transparency, and reduce payment conflicts.

Progress Claim Template Free Download Highlights

This free Progress Claim Template captures project billing details with clarity. It uses structured fields for completed tasks, costs, and deadlines.

• Detailed Format: Ensures all aspects of the work and payment request are thoroughly documented.
• Ready-to-Use: Pre-formatted for immediate use by subcontractors or general contractors.
• Customizable: Flexible design to meet specific project or contractual requirements.
• Professional Layout: Suitable for formal settings and legal purposes.
• Compliant: Works with the Security of Payments Act in Australia progress claim.

What’s Included:

• 1 x  Progress Claim Template Excel: Ready for free download and use for Progress Claims.

How to Use This Progress Claim Template Free

This free Progress Claim Template is designed to streamline the payment request process during a construction project. Here's how to effectively use this template:

• Download and Customize: Download the template and modify it to fit the specific needs of your project. This might include adding branding elements like your logos.
• Fill in the Details / Schedule of Values: Populate the template with comprehensive details about the work completed, using the sections provided on both tabs.
• Review and Approve: Have all relevant parties review the completed Progress Claim. This review process helps prevent misunderstandings and ensures agreement on the work completed and payment due.
• Submit the Progress Claim: Once reviewed and approved, submit the Progress Claim according to the outlined process in the contract, ensuring all submission deadlines are met.
• Keep Records: Maintain copies of each submitted Progress Claim as part of the project’s official documentation for audits, disputes, or future reference.
• Payment Certificate: If applicable, seek a Progress Certificate and Schedule in response to your Progress Claim.

Common Challenges & Solutions of Progress Claim Templates

A Progress Claim Template can streamline billing, but several pitfalls may arise without the right tools. Manual data entry, scattered spreadsheets, and delayed approvals often lead to errors or payment disputes. Below are common challenges and their solutions.

A robust digital platform like Mastt tackles these challenges. By automating tasks, providing real-time visibility, and centralizing contract data, it empowers teams to submit accurate claims, reduce disputes, and keep cash flow steady.

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
• Key Insights on Materials Off-Site Payments‍
• Leading Construction Payment Software‍
• Top Rated Progress Claim Software in 2025
• What is Retention? Guide to Managing Retentions in Construction

By exploring these resources, you’ll gain the knowledge and tools needed to streamline your claims process, reduce errors, and ensure timely, compliant payments across your projects.

Using Progress Claims in Mastt

Mastt is an out-of-the-box solution for managing project and capital finances. It makes payment outputs easy and ensures compliance.

When ready to produce a payment certificate, Mastt will create a compliant letter for you to issue to consultants or contractors.

Mastt integrates this with your cash flow, combining budgeting, contracts, and payments in one place. This helps you forecast cash flow with more accuracy and confidence, ensuring you meet spend cycles or manage constraints.