Issue Progress Claims
Last updated: 15 October 2026
On construction work you rarely bill everything at the end, you claim progressively as each stage completes. A Progress Claim is a schedule-of-values certificate against the project BQ (and variation orders), with optional evidence photos. BuildTrack keeps a running total of what has been claimed, certified and paid so you never over-claim or lose track of what a client owes.
Progress Claim prerequisites
Progress claims are for project jobs only. You need a contract sum and a saved BQ. If you started from a quotation, that value carries across when you convert the quotation to a job. On Contract → Bill of Quantities, tick BQ items, or open one, then click the programme task that delivers them. Weights split evenly. Type a % on the row to change one. Build the programme under Programme → Schedule first if there are no tasks yet. See Run a project.
Raise a Progress Claim
Create a draft on the Contract tab
Open the project → Contract → Progress claims. New progress claim creates a draft straight away. A description and claim period are optional. Lines come from the BQ (using linked-task suggested %) and from approved variation orders.
Review percentages and evidence
Edit cumulative % per line, or use Apply suggested. Attach site photos as claim evidence, they appear on the certificate PDF appendix.
Submit and share with the client
Submit moves the claim to submitted and freezes the BQ. Open the claim PDF and/or send a WhatsApp message with the claim summary and PDF link.
Certify and record payment
Record the certified amount when the client certifies. Log the payment received, then apply it across the certified claims it covers. Retention and SST follow the project contract settings.
Track Progress Claim amounts
The claims register and project summary show what has been claimed, certified and paid in MYR, plus retention held. Use Share / Chase on WhatsApp when amounts are outstanding. The monthly statement you send the consultant is a separate document. See Issue a progress report.