Free template for ID, renovation and D&B firms

Free progress claim template for renovation and D&B firms.

A progress claim asks to be paid for the work done so far. This free Excel template works out the amount from your payment stages, adds the approved variation orders, takes off retention and previous claims, and lists the backup you attach.

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What a progress claim must contain

Every contract is a little different, so start from the payment terms in yours. A clear claim usually shows:

  • Your firm's details, the client, the project and the contract the claim is made under.
  • A claim number and the date the work is claimed up to.
  • The contract sum and the approved variation orders to date.
  • The work done for each payment stage, as a percentage and an amount.
  • Any retention, and what was claimed before.
  • The amount due now, GST if you are GST-registered, and the date payment is due.
  • The supporting documents: site photos, a short site report, and the signed VOs being billed.

If your contract falls under the Security of Payment Act

Singapore's Building and Construction Industry Security of Payment Act gives parties to construction contracts a statutory right to progress payments, and a fast adjudication process when payment is disputed. BCA's Security of Payment page explains who it covers and has sample forms for payment claims and payment responses.

This template helps you prepare a clear claim. It does not decide whether your contract is covered or what you can claim. Check BCA's guidance and, if needed, ask your lawyer.

What is in the template

One printable claim sheet and a How to use sheet. Pale yellow cells are for your figures; everything else calculates. The claim sheet has four blocks:

BlockWhat it works out
Contract sumThe original contract sum plus approved VOs gives the revised contract sum
Work done by payment stageEach stage's value from its percentage of the contract, then the work done from the percentage complete
Amount claimedGross value to date, less retention and previous claims, plus GST, gives the total due this claim
Supporting documentsA checklist of the backup attached, with a reference for each

The payment stages match the ones in our renovation quotation template, so a job can run from quote to final claim on the same stages.

How to fill it in

From a finished stage to a claim sent

Five steps. Set up the stages once per job, then each claim is an update.

1

Set up the stages once per job

Copy the payment stages and percentages from the contract into the stage table. Keep one file per job and save a copy for each claim.

2

Update the work done

For each stage, enter how much is complete to date. Use the supervisor's update and site photos, not memory.

3

Add the VOs and deductions

Enter the approved VOs completed to date, the retention rate if your contract has one, and the total of previous claims.

4

Attach the backup

Tick off the photos, site report and signed VOs, and note where each one is filed.

5

Check, approve and send

A person in your firm checks the amount due before the claim goes out. Then send it and note the payment due date.

Common progress claim mistakes

  • Claiming more than the work done. It invites a dispute and can hold up payment of the whole claim.
  • Forgetting signed VOs, or billing the same VO twice. The register in our variation order template tracks which claim each VO went into.
  • No backup. A claim with photos and a short site report is easier for the client to check and approve.
  • A wrong previous claims figure, so the amount due is off.
  • Waiting for a free evening to send the claim. Every week a claim waits is a week later the payment arrives.
  • No payment due date, so nobody knows when to follow up.

Get the free progress claim template

An Excel file with one printable claim sheet that calculates the amount due, and instructions. Fill in the form and the download appears straight away.

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An Excel file you can fill in straight away. It also opens in Google Sheets and Numbers.

Download the progress claim template

More free templates

    When the spreadsheet is not enough

    Lynqra builds systems for Singapore ID, renovation and D&B firms that draft each claim when the site team marks a stage done, gathering the photos, site notes and signed VOs for that stage. Unsigned VOs are flagged. A person in your firm approves the amount before the claim is sent, and if payment runs late, a reminder is drafted for your team to send.

    See progress claim automation, or read our guide to the subcon and project billing handoff.

    FAQ

    Progress claim template questions

    What is the difference between a progress claim and an invoice?

    A progress claim sets out the work done so far under a contract and the amount due for it. An invoice is the bill for an agreed amount. Check your contract for which one it asks for, and when.

    Does it handle retention?

    Yes. Enter the retention rate in your contract, or leave it at 0% if there is none. The retention is taken off the gross value to date.

    Does it tell me what I can claim under the Security of Payment Act?

    No. It calculates and lays out the claim. Whether a contract is covered, and what can be claimed, are questions for your contract, BCA's guidance and your lawyer.

    Is the template really free?

    Yes. Fill in the short form and the download appears straight away. You can use and change the file for your own firm's jobs.

    Does it work in Google Sheets?

    Yes. Upload the file to Google Drive and open it with Google Sheets, or open it in Numbers. The formulas and drop-down lists work in both.

    Start with one workflow

    Bring the quotation, VO, claim or update that takes your team the longest. There is no commitment, and a person in your firm stays on prices, payments and customer commitments.

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