01
Claim the stage that is actually done
Raise the progress claim from the accepted quote, numbered in sequence, GST on every line. Not a spreadsheet rebuilt each month, and not one lump at the end.
The frame is up, or the house is handed over, and the claim is still sitting. Raise it from the accepted quote, hold retention, and work overdue from a list. You should not be the bank between stages.
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Money & risk
Where the money is. WIP, forecast cashflow, and per-job margin.
WIP
$42,800
4 jobs in progress
Outstanding
$24,180
2 overdue
Net cashflow
$18,600
Next 60 days
Projected margin
24%
$3,100 variance

Progress claim · 04
CertifyNorthbank Lot 42
6 days to respond.
$84,200
Who it is for
Australian builders who fund the client between stages. The house is handed over, or the frame is up, and the claim is still sitting. You need the stage billed, the retention held, and a list of what is overdue, on the same record as the job.
01
Raise the progress claim from the accepted quote, numbered in sequence, GST on every line. Not a spreadsheet rebuilt each month, and not one lump at the end.
02
Hold and release retention per claim. Subbie claims follow the same register: submitted, certified, paid, so you are not the bank in the dark.
03
Overdue invoices flag themselves. Send a Stripe Pay Now link so the client can pay from their phone. WIP, outstanding and a 60-day cashflow view sit up top.
An accepted quote seeds the job and flows into the invoice. You claim the stage against that contract. The command centre surfaces what is still outstanding, ranked by money at risk.
Money & risk
Where the money is. WIP, forecast cashflow, and per-job margin.
WIP
$42,800
4 jobs in progress
Outstanding
$24,180
2 overdue
Net cashflow
$18,600
Next 60 days
Projected margin
24%
$3,100 variance
Job cost ledger
Northbank · Lot 42
Budget
$186k
Committed
$136.8k
Remaining
$49.2k
Dashboard
Everything that needs your attention today, in priority order.
Overdue
$9,400
1 overdue
Outstanding
$24,180
Sent + partial
Ready to invoice
$12,850
Accepted, not invoiced
On site now
2
3 starting today
Ranked by money at risk
4 more waiting. The four above are the ones costing you money.
Same product. A different job on site.
Yes. Claim by stage against the contract from the accepted quote, with GST on every line and sequential tax-invoice numbering. Retention sits on the same job. It is not a standalone claims portal bolted onto a job-card app.
Every invoice can carry a Stripe Pay Now link, so the client pays from their phone. It needs a connected Stripe account, which takes a couple of minutes to set up. With Xero connected, the invoice syncs across and the payment lands back on the job.
Overdue invoices flag themselves, so you work from a queue instead of a folder. The command centre ranks outstanding money at risk, with WIP and a 60-day cashflow forecast on the same screen.
Yes. Head-contract progress claims and subbie claims live on the same job. Retention is held per claim and per work order. You can see the pay-when-paid gap when you have paid a subbie the client has not paid you for.
No. Progress claims sit on the invoice, on the same job as costing, work orders and the client link. You are not exporting a spreadsheet into another product to get paid.
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Progress claim · 04
CertifyNorthbank Lot 42
6 days to respond.
$84,200