Time saved / Build the payment claim
Progress claim template, built from your contract schedule
A subbie progress claim that starts from last month: this month’s progress, every variation, retention held back, on your letterhead, signed in one tap.
The builder assesses claims with a team. You rebuild the same spreadsheet every month, roll the variations in by hand and hope the sums carry.
- By hand
- 18 h
- In Excel
- 13 h
- In YourCA
- 2 h 54 min
- Saved
- 15 h 6 min
Estimate for a 6-month electrical job with 10 people on it, each payment claim. Set your own job.
The risk it heads off
- The builder disputes the per cent you claimed and the claim goes back and forth.Mark the work done on the drawing, and the claim carries the marked-up plan as proof.
- A variation is left off the claim and never paid.Every variation lands on the claim. One not yet agreed shows at nil with its reason.
- Too much retention is held back.Holds retention at the contract rate, up to the cap.
Step by step
| Step | By hand | Excel | YourCA | What YourCA does |
|---|---|---|---|---|
| Update the claim schedule with this month’s progress | 60 min | 40 min | 15 min | Starts from last month’s claim. You type this month’s progress. |
| Add approved and pending variations | 30 min | 20 min | 0 min | Every variation lands on the claim. One not yet agreed shows at nil with its reason. |
| Work out retention to hold back | 15 min | 10 min | 0 min | Takes retention off at the contract rate, up to the cap. |
| Write the cover letter and lay out the claim | 30 min | 20 min | 2 min | Builds the claim document on your letterhead, every field editable. |
| Sign it | 10 min | 10 min | 1 min | Applies your saved signature in one tap. |
| Write the email to the builder and attach the claim | 10 min | 10 min | 1 min | Drafts the email in your own mail, addressed to the builder, with the claim saved to attach. |
| Key the claim into the builder’s claims system | 25 min | 20 min | 10 min | Lays the claim out line by line in the builder’s order, ready to key in. |
| Total, each payment claim | 180 min | 130 min | 29 min |
How to do it in YourCA
Questions subbies ask
- Does YourCA serve the claim on the builder?
- No. YourCA drafts it. You sign it and serve it yourself, as you do on paper.
Get the hours back on your next job
Your first job is free. See what YourCA runs or every function’s time saved.
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