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Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
  • Progress Claim Request Form
Progress Claim Request Form

Progress Claim Request Form

$57.00 AUD
Taxes included.

SOFTWARE: CANVA

SIZE: A4

Stop Chasing Payments and Protect Your Cash Flow Throughout Every Project

Transform payment requests from awkward conversations into professional, systematic claims that clients respect and pay promptly.

This comprehensive form eliminates payment delays while maintaining clear documentation of project progress and financial accountability.

  • Systematic payment requests - Professional milestone-based claims eliminate awkward money conversations
  • Improved cash flow - Regular progress payments keep money flowing throughout the project
  • Clear payment terms - Built-in timed payment requirements with late payment provisions
  • Professional presentation - Structured format clients understand and approve quickly
  • Complete project tracking - Running totals of contract value, variations, and payments received
Product Information

Complete Progress Payment Management System:

This professional 2-page system provides structured documentation for all aspects of progress payments, from milestone completion through client approval and payment receipt.

Instead of hoping clients will pay promptly or struggling with informal payment requests, you create systematic claims that maintain steady cash flow and clear financial records.

Common Payment Management Challenges:

  • Clients delaying payments due to unclear or informal requests
  • Cash flow problems from irregular or delayed payment schedules
  • Confusion about what work has been completed and paid for
  • Lack of clear payment terms and late payment consequences
  • Inadequate documentation for project financial tracking

Perfect for builders managing regular progress payments, construction professionals needing systematic cash flow management, and contractors who want professional payment documentation that clients respect and process quickly.

Business Impact:

  • Maintains steady cash flow through systematic milestone payments
  • Reduces payment delays with professional presentation and clear terms
  • Eliminates confusion about completed work and payment status
  • Creates comprehensive financial documentation for project tracking
  • Builds client confidence through transparent progress and payment reporting
  • Protects business operations with regular income throughout projects
What's Inside?

Professional Progress Payment Management Features:

  • Milestone Payment System: Six-stage completion tracking
  • Automatic Payment Calculations: Built-in formulas for contract value, variations, tax, retention, and net payment due
  • Running Financial Totals: Complete tracking of previous claims, current claim, and remaining contract value
  • Professional Payment Terms: 14-day payment requirements, late payment interest (1.5% monthly), and work suspension provisions
  • Builder Certification Process: Professional certification that work meets contract standards and represents fair value
  • Client Approval System: Structured approval options (full approval, adjustment, or dispute) with dual signature areas
  • Bank Transfer Details: Pre-formatted banking information section for electronic payment processing
  • Office Processing Workflow: Internal tracking for payment receipt and financial record management
  • Canva Editable: Fully customizable with your branding, milestone percentages, and payment terms
How to Get Started

Initial Setup:

  • Download and customize template in Canva with your company branding
  • Set up payment milestones appropriate for your project types and contract terms
  • Add your bank details once for automatic inclusion in all future claims

First Progress Claim:

  • Document completed work using the milestone tracking system
  • Calculate payment due using built-in formulas for accuracy
  • Submit with terms clearly stated for 14-day payment requirement

Ongoing Implementation:

  • Submit claims regularly based on project milestones and contract terms
  • Maintain sequential numbering for easy tracking and reference
  • Build client expectation for systematic progress payment schedule
What Makes This Different?

Most builders handle progress payments with basic invoices or informal requests that clients often delay or question.

This comprehensive system provides the same structured payment framework that professional construction companies use to maintain steady cash flow throughout projects.

Unlike simple payment request forms, this includes milestone tracking, automatic calculations, built-in payment terms, and professional approval processes that ensure timely payments and clear financial documentation.
Technical Information

Software: Canva (free account sufficient)
Pages: 2-page comprehensive format
Customization: Complete branding and content control
Usage: Unlimited projects (personal/company use only)
Support: Setup guidance and customization help available

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Frequently Asked Questions
How quickly will I receive my templates?

After the purchase process is complete, you will receive a confirmation email within a few minutes with instructions for downloading your templates.
What software do I need?

All of the templates are typically available in Canva.

For the spreadsheets, all of these are in Google Sheets, with a few available also in Microsoft Excel.

Please check the specific product pages for detailed information.
Can you customize the template for me?

Depending on my workload and the size of the request, customization may be possible.

Usually there is a fee, however this will be discussed over a call / email.

Please reach out, and we can discuss.

Do you have any legal advice?

No product purchased from Build With Insight is legally binding.

You should always seek professional advice from a law professional in your country of residence / business to ensure the documents you use for your business are appropriate for your business and the local laws.

Build With Insight cannot be held responsible for any repercussions from using the templates.
What is your refund policy?

For all digital downloads, the product will be instantly available upon confirmed payment. (no physical product will be shipped).

Due to the nature of it being digital, no refunds are given for any reason.

Therefore, please ensure you read and understand fully the item description.

If you are unsure about anything, please reach out prior to purchase.

For all physical items, please contact me prior to purchase to confirm refund policy.
Are your templates customizable?

Yes, all of the templates can be customized to suit your requirements.

You can modify everything including colors, text and images to align with your brand.