Payments · Progress claims
Progress claim software,
judged by what reaches the claim.
Progress claim software replaces the spreadsheet and the Word template with something that builds the claim from the contract, carries the approved variations, and turns into an invoice without being re-typed. This page covers what the category does, why builders move, what to look for, the questions worth asking a provider, the limits nobody advertises including how civil claiming differs, and how VIABUILD raises claims as one module of the operating system.
01 / The direct answer
What progress claim software does
Progress claim software holds the claim schedule from your contract, builds each claim against a stage with the approved variations included, applies the contract terms that sit on top such as retention and GST, records what was served and what came back, and passes the approved claim to your accounting ledger as an invoice. Progress payment software, progress claim management software and progress claim contract management software all describe this same category, named after different parts of the same job.
What it does not do is decide whether the stage has been reached, or whether your document is a valid payment claim under your state’s legislation. Those are questions about the work and about the law. The reference for what a progress claim is and how the mechanism works is progress claims, the working routine for running them on Australian jobs is the progress claims guide, and the statutory overlay is security of payment by state. This page is about the software category, which is a separate question and worth keeping separate.
02 / The trigger
Why builders move off spreadsheets and Word templates
Six failure modes. None of them is a maths error, which is why they survive so long. They are all cash delays and administration costs that never look like a problem on the job itself.
The claim schedule lives in two places
The stages and percentages are in the signed contract. The claim is built in a spreadsheet that was copied from the last job. The two agree until someone negotiates a stage, and after that nobody is certain which version the client and their lender are reading.
Variations get claimed late or not at all
A variation approved in March is remembered in June if the person who approved it is the person building the claim. Money that was agreed, done and never billed is the most common leak in residential claiming, and it is invisible because nothing on the job looks wrong.
Claims get rejected for evidence, not for merit
The work is genuinely at the stage. The claim goes back because the client, the bank or the certifier cannot see it from what was sent. Assembling photos from a phone after the claim was queried costs a fortnight of cash for a problem that took thirty seconds to prevent.
Response windows pass unnoticed
Security of payment legislation in every state runs on dates. A payment schedule that arrives late, or a claim that is not followed up inside the window, changes what a builder can do about it. A spreadsheet does not know what day it is.
Retention is deducted from memory
Retention is a contract term with a release mechanism attached to practical completion and the defects period. Handled by hand it becomes a percentage someone subtracts each month and then has to reconstruct, from old claims, when it is time to ask for it back.
Everything is re-typed into the ledger
The claim is built once in a spreadsheet, once in a Word template for the client, and once again as an invoice in the accounting system. Three versions of the same number is three chances for them to disagree, and reconciling them is a monthly job nobody costed.
03 / Before you buy
Six things to look for
Every one of these is testable in a trial on a real contract, which is the only demonstration worth watching. Rank them by what your claims currently get stuck on.
A claim schedule built from the contract
The stages and values in the software should be the ones in the signed contract, entered once and then claimed against, rather than typed fresh each month. Ask to set up a real contract with an awkward stage split during the trial. If the tool only offers standard stage templates, the first non-standard contract breaks it.
Approved variations that arrive on the claim
The single highest-value behaviour in the category. Variations recorded and approved against the job should be available to include on the relevant claim, with the builder deciding what goes on each one. A system where variations live somewhere else and get typed in manually has not solved the problem that loses the most money.
Evidence attached at the moment of claiming
Site photos, inspection records and the diary entries that show a stage was reached, attached to the claim rather than emailed separately. The test is whether the evidence comes from the record the site already produces, or whether someone has to go and collect it once the claim is questioned.
Retention handled as a contract term
Retention should be a term set against the job, applied to each claim automatically, with the held balance visible and the release points traceable. Ask to see the total retained across all jobs on one screen. If that number can only be reconstructed by opening every past claim, it will not be asked for on time.
GST and a tax invoice that stands up
The claim has to become a valid tax invoice in Australian terms, with GST calculated on the claimed amount, and the treatment consistent between the claim, the client copy and the ledger entry. Confirm the tool was built for Australian GST rather than adapted, because a rounding or treatment difference between systems surfaces at BAS time.
A clean push to the accounting ledger
An approved claim should reach the accounting system as an invoice without re-typing, coded so the revenue lands against the right job. This is where double entry either ends or quietly continues, so watch the actual push in a demo rather than accepting that an integration exists.
One structural question sits behind all six. Claiming reads from the contract, the variation register, the site record and the cost position, so a claiming tool is only as good as its connection to those. A standalone claim builder makes a tidy document from numbers you supply. A claiming module inside the system that already holds the contract, the variations and the site record builds the document from data that is already there. Which of those you want depends on how much of the rest of the job you are willing to keep in one place, and it is worth deciding before you compare feature lists.
04 / The conversation
Questions worth asking a provider
Six questions with specific answers. Any of them answered with reassurance rather than a demonstration on your own contract is worth pressing on.
- 01
Can I build my own contract’s claim schedule, not a template
Take the least standard contract you have signed, the one with the merged stage or the odd percentage, and set it up in the trial yourself. Standard-form stage templates demonstrate beautifully and then meet a contract that does not match them. If bespoke stages need support to configure, every unusual job will need support.
- 02
Show me a variation approved in month two appearing on a month five claim
Not a description of the feature. The actual path, from where the variation is recorded, through approval, onto the claim. If the answer involves exporting a variation register and typing the total in, the tool tracks variations and claims separately, which is the arrangement that loses the money.
- 03
What does the client actually receive
Ask to see the document or the portal view from the client’s side, and then from a lender’s side if progress payments on your jobs are funded. A claim that reads clearly to a builder and confusingly to the person approving it is the reason claims sit unpaid, and no internal dashboard fixes that.
- 04
How does the system treat retention and its release
Whether it is a per-claim deduction only, or a tracked balance with release points. Then ask what happens at practical completion and at the end of the defects liability period. Retention is money the builder has already earned, and tools differ enormously in whether they help you get it back.
- 05
What happens to dates and response windows
Whether the tool records when a claim was served, when a payment schedule was received, and what deadlines follow. Be careful with any product that implies it manages your security of payment position for you. Reasonable answers track dates and prompt you. Overclaiming answers imply legal compliance, which no software can supply.
- 06
What is the total cost and what happens to my claim history if I leave
Price your actual shape, per user, per job and per active project, because those models produce very different bills for a builder with six live jobs. Then ask what you can export. Claim history, approvals and retention balances are records you may need years after a subscription ends.
05 / Honest limits
What progress claim software cannot do
Three limits, and a category caveat that matters more than any of them if you build civil work.
It cannot make a claim valid. Whether the stage has been reached is a question about the work measured against this contract’s own definition of that stage, and a well-formatted claim for a stage that is not complete is refused just as firmly as a scruffy one. It cannot repair a badly built claim schedule. If the stages in the contract do not match how the job will really be built, the software reproduces that mismatch faithfully every month, which is why the schedule is worth getting right at contract stage rather than in a product evaluation. And it cannot give you legal compliance. Security of payment legislation differs in every state and territory, the definitions and response windows are statutory, and software can track the dates but cannot tell you your position. Any product implying it handles your security of payment obligations is overclaiming, and specific matters belong with a lawyer.
The category caveat. Most Australian progress claim software is built for residential contracting, where claims run against defined build stages on a fixed-price contract with a homeowner. Civil and infrastructure claiming commonly runs on measured quantities against a schedule of rates, assessed in the period by a superintendent or contract administrator, with different retention arrangements again. Residential-oriented tools can be bent to represent that, usually by treating each rate item as a stage, but it is a workaround. If you are searching for progress claim software for civil construction, treat quantity-based claiming as a specific thing to test rather than something to assume from a feature list, and ask the provider directly which of their customers claim that way today.
06 / How VIABUILD does it
Claims as one module, not a separate claiming tool
Progress claims in VIABUILD are one module of the Construction Operating System for residential builders, on the same data model as the rest of the job. The claim schedule is set up against the contract once, the stages and the percentage of contract value each one claims. When the build reaches a stage, Oryn drafts the claim from the job, pulling the stage value and the approved variations already on record, so what you review is a draft rather than a rebuild.
The client reviews and approves in their portal, which leaves a dated record of what was claimed and agreed. Approved claims push to Xero as invoices in one click, with tracking categories applied, so the revenue lands against the right job in the ledger and nothing is re-typed. Because every module shares one data model, the same job data behind the claim also feeds cost tracking, so what has been claimed and what the job has cost are read from the same place.
What we do not claim. VIABUILD does not decide whether your stage is complete, does not assess your position under any state’s security of payment legislation, and does not remove the contract discipline behind a recoverable variation. The full feature detail is on progress claims, and if you want to tighten the process before changing any software, the progress claim checklist is usable today on whatever you currently run.
07 / FAQ
Common questions.
Progress claim software is the tool a builder uses to raise and track the staged payments through a job rather than invoicing the whole contract at the end. In practice it does five things. It holds the claim schedule from the contract, the stages and the percentage or value each one claims. It builds the claim for a stage, bringing in approved variations so extra work is billed rather than forgotten. It attaches or references the evidence that the stage was reached. It applies the contract terms that sit on top, chiefly retention and GST. And it keeps the record of what was claimed, when it was served, what was approved and what has been paid, then passes the approved claim to the accounting ledger as an invoice. Progress payment software and progress claim management software describe the same category.
A spreadsheet genuinely works if you run one or two jobs, the contracts use standard stages, variations are rare, and the same person prices, approves and claims. The arithmetic changes at the point where any of those stop being true. The failure is rarely the maths. It is that the claim schedule drifts from the signed contract, approved variations do not reach the claim, the evidence has to be assembled after a claim is queried, and the same numbers are re-typed into the ledger. Every one of those is an administration cost or a cash delay rather than an error you would notice. The underlying discipline is the same either way and is covered in the progress claims reference and the Australian progress claims guide.
It should make an approved variation available to include on the next relevant claim, with the builder choosing what goes on each one. This is the feature that separates the category, because unclaimed approved variations are the most common and least visible leak in residential claiming. What to test is the path rather than the promise. Record a variation, approve it, then raise a claim two stages later and see whether it appears as something you can add. If the variation register and the claim builder are separate screens joined by copy and paste, the tool has not solved it. The mechanics of variations themselves, including the contract formalities that decide whether a variation is recoverable at all, are covered in the variations reference.
It can help with the dates. It cannot supply compliance. Every state and territory has its own security of payment legislation, with its own definitions of a payment claim, its own response windows for a payment schedule, and its own consequences for missing them. Good software records when a claim was served and what came back, and prompts you as dates approach, which is genuinely useful because the regime runs on calendar days. What no software can do is decide whether a document is a valid payment claim under your state’s Act, or advise you on your position when a payment schedule is late or disputed. Be careful with any product implying otherwise. The state-by-state structure is set out in security of payment by state, and specific matters belong with a lawyer.
Yes, and it is worth being direct about it because the search results in this category do not distinguish. Most Australian progress claim software is built around residential contracting, where claims run against defined build stages such as base, frame, lockup and fixing, on a fixed-price contract with a homeowner. Civil and infrastructure claiming commonly works differently, measured against a schedule of rates and quantities completed in the period, with progressive measurement, assessment by a superintendent or contract administrator, and unfixed retention arrangements. A residential-oriented tool can be forced to represent that, usually by treating each rate item as a stage, but it is a workaround rather than a fit. If your claims are quantity-based rather than stage-based, test that specific workflow before committing, and treat civil capability as something to verify rather than assume.
Three things worth being clear about. It cannot make a claim valid. Whether the stage has actually been reached is a question about the work and the contract’s own definition of that stage, and a tidy claim for a stage that is not complete is a rejected claim with better formatting. It cannot fix a contract that was drafted badly. If the claim schedule does not match how the job will really be built, software will faithfully reproduce that mismatch every month. And it cannot supply legal compliance, as above. What it does well is remove re-keying, stop approved variations being forgotten, keep evidence attached to the claim, and shorten the gap between a stage being reached and an invoice existing. Those are cash flow gains, which is the thing worth buying it for.
Progress claims are one module of VIABUILD, the Construction Operating System for residential builders, rather than a standalone claiming tool. The claim schedule is set up against the contract once, the stages and the percentage of contract value each represents. When the build reaches a stage, Oryn drafts the claim from the job, pulling the stage value and the approved variations already on record, so you are reviewing a draft rather than rebuilding the maths. The client reviews and approves in their portal, which leaves a dated record of what was agreed. The approved claim then pushes to Xero as an invoice in one click, with tracking categories, so nothing is re-typed. Because every module shares one data model, the same job data behind the claim also feeds cost tracking and the WIP position. Full detail is on the progress claims feature page.
08 / Keep reading
Keep reading on claiming and getting paid
The references behind the mechanism, the statutory overlay, the checklist you can use today, and the product pages.
Claim the stage while the stage is fresh.
VIABUILD builds the claim from the contract with the approved variations carried in, takes the client approval in their portal, and pushes it to Xero as an invoice. One module of the operating system, on the same data as the schedule and the cost position.
