Your Build AIBook a Systems Review
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Progress billing and commercial alerts

Keep completed work connected to the next claim.

Progress-claim tracking for construction businesses. Bring work completed, previous claims, variations and retention reminders into a clear review workflow.

See the gap between completed and invoiced work.

Review work-item progress and the next claim, then open the commercial actions that need attention. Your team stays in control of issue and approval.

Progress billing and commercial alertsWorkflow
Progress billing and commercial alerts

The team has completed more work than it has invoiced. The work item view shows the difference and the next progress claim to review.

Work completed → invoice gap → claim review
Work completed → invoice gap → claim review · Illustrative example

Check the claim before it leaves the office.

Start with cumulative completed work and subtract previous claims. Keep retention visible instead of hiding it inside the total.

  • Use the agreed claim basis and tax treatment.
  • Keep preparation separate from issuing an invoice.
Claim 05 • Cedar fitoutWorkflow
Claim 05 • Cedar fitout

Start with cumulative completed work and subtract previous claims. Keep retention visible instead of hiding it inside the total.

Progress evidence attached • Not issued
Illustrative workflow • Source records and approvals stay visible

Make retention dates someone’s responsibility.

An approaching release date becomes a task with the amount, contract evidence and responsible person. It is not automatically treated as money received.

  • Use contract-specific release stages.
  • Prepare a reminder for review.
Cedar • Retention releaseWorkflow
Cedar • Retention release

An approaching release date becomes a task with the amount, contract evidence and responsible person. It is not automatically treated as money received.

Accounts owner assigned • No message sent
Illustrative workflow • Source records and approvals stay visible

See commercial exceptions in one queue.

A disputed claim, an unapproved variation and a retention task need different actions. Give each an owner, evidence and due date.

  • Keep approved value separate from pending changes.
  • Open the relevant record instead of searching several systems.
Commercial actionsWorkflow
Commercial actions

A disputed claim, an unapproved variation and a retention task need different actions. Give each an owner, evidence and due date.

Client asks for completion evidence • Accounts to attach site sign-off
Illustrative workflow • Source records and approvals stay visible

Start with the tools you already use.

Use your job system’s claim and variation functions where they fit. Connect their status to the accounts and management view.

What we check before building

Contract and work-item identifiers, certified progress, prior claims, variation approvals and agreed retention rules.

These are illustrative workflows, not a ready-made platform or live client results. We agree the supported connections, approval points and acceptance tests before implementation.

Find where your business
loses time and money.

Talk us through your tools and where work gets held up. A Systems Review helps identify the connections, workflows and priorities worth exploring.

Book a Systems Review

Questions about delivery

Can you create progress claims automatically?

We can connect supported claim data and prepare a review workflow. Calculation, certification and issuing rules must match your contract and source system.

Can you show BOQ line-item invoicing percentages?

Only when invoice or claim lines have reliable links to the relevant work items. Otherwise we agree a mapping or controlled review step.

Does percentage paid equal percentage invoiced?

No. Invoice progress and payment receipts are shown separately. Payments recorded at invoice level do not automatically prove which BOQ line has been paid.

Can you track retentions with two release stages?

We can model agreed release stages where the contract and data support them. The workflow flags dates and prepares actions rather than assuming release has occurred.

Do pending variations increase the contract value?

Not by default. Pending and approved changes remain separate and follow the rules agreed with your team.

Is this legal advice about payment claims?

No. The workflow follows your approved contract and accounting rules. Legal compliance and disputed entitlements require your qualified adviser.