For commercial electrical, plumbing and mechanical subcontractors
Get your progress claims paid in full and on time, without the evenings in Excel.
Upload your messy project documents and get a complete, accurate, SoPA-ready progress claim drafted in under 30 minutes, with correct retention, every variation captured and a professional PDF ready to serve.
- Your first claim done with you, on your own documents
- Nothing is final until you review and approve it
- No builder portal. Keep Excel and Xero.
Progress claim #4
Example onlySample project · Reference date 30/11/26
- Contract value
- $486,500.00
- Claimed this period
- $62,340.00
- Variations added
- $8,750.00
- Retention held
- −$7,109.00
- Amount due
- $63,981.00
Retention register
Held
$24,365
PC release
14/03/27
End of DLP
14/03/28
Sound familiar?
Documents everywhere
The subcontract, schedule of values, dayworks, variation emails and previous claims are spread across email, WhatsApp, Dropbox and the office printer.
Hours to build each claim
Evenings and weekends spent copy-pasting PDFs into Excel and checking cumulative totals.
Easy to miss money
A variation or daywork never makes it onto the claim, or retention is calculated on the wrong percentage or cap.
SoPA uncertainty
Not sure about the reference date, claim period, wording or how to serve it, and the rules differ between QLD, NSW, VIC and WA.
Retention you lose track of
A separate spreadsheet goes out of date, and half is released at practical completion and half at the end of defects liability.
Queries and short-payments
Builders query line items, there's no clear audit trail, and cashflow takes the hit.
How ClaimFlow solves each one
Documents everywhere
Drag and drop everything into one project. ClaimFlow links it to the right job.
Hours to build each claim
AI reads your documents and pre-fills an editable claim table. The aim is under 30 minutes instead of hours.
Easy to miss money
It flags variations and dayworks that aren't in the original schedule of values, and calculates retention with the cap applied.
SoPA uncertainty
State-specific claim templates with SoPA wording, reference date and claim period fields, and a checklist before export.
Retention you lose track of
An automatic retention register per project showing amount held, percentage, cap and expected release dates.
Queries and short-payments
A clear line-item breakdown that matches the subcontract, supporting documents referenced, and a professional PDF on your letterhead.
Worried it won't stick?
Start with one project and one claim. No data migration, no forced Xero integration, and you keep Excel for everything else. ClaimFlow only replaces the painful claim-assembly step.
Worried the AI gets it wrong?
You review every number, and you can see which document each figure came from.
Check these four things before you serve your next claim
- 1Reference date
- 2Claim period
- 3The wording your state expects
- 4How you're required to serve it
Rules differ between QLD, NSW, VIC and WA. The checklist has a section for each.
What's included
- One-page state-by-state checklist (PDF)
- Excel retention tracker covering amount held, percentage, cap, running total and release dates
Both are useful even if you never use ClaimFlow.
Get the free SoPA checklist and retention tracker
How ClaimFlow works
- Step 1
Upload
Add your subcontract, schedule of values, dayworks, variations and previous claims to a project.
- Step 2
Review
ClaimFlow drafts the claim with retention calculated, and you check and edit every line.
- Step 3
Export
A one-click professional PDF on your letterhead with state-specific SoPA wording, ready for you to serve. The retention register updates in the background.
Your first claim is done with you. After that it's self-serve, about 15–30 minutes per claim.
The offer
The ClaimFlow Progress Claim System
Upload your messy project documents and get a complete, accurate, SoPA-ready progress claim drafted in under 30 minutes, with correct retention, every variation captured and a professional PDF ready to serve.
What you get
- Project workspace for each job
- AI extraction from subcontract, schedule of values, dayworks, variations and previous claims
- Editable claim table with human review
- Automatic retention calculation and live retention register
- State-specific SoPA wording in the export
- One-click professional PDF claim on your letterhead
Plus these bonuses
- 1
Concierge First Claim
We process your first real claim with you on your actual documents.
Why it matters: No setup friction, proven accuracy and an immediate win.
- 2
Retention Protection Audit
We build or clean up the retention register for that project and flag gaps.
Why it matters: It protects money you've already earned.
- 3
Variation Recovery Review
We hunt for missed variations and dayworks and add them to the claim.
Why it matters: It can recover real money on your first claim.
- 4
SoPA Compliance Pack
State-specific templates and checklists for QLD, NSW, VIC and WA.
Why it matters: It takes away the worry of an invalid claim.
- 5
30-Day Priority Support
Direct access while you process the next few claims.
Why it matters: You have confidence while you get set up.
- 6
Claim Time & Accuracy Report
A before/after comparison showing hours saved and items caught.
Why it matters: It makes the return concrete.
- 7
Letterhead & Logo Setup Done For You
We load your branding so every PDF looks professional from day one.
- 8
Retention Register Template + How-To Video
A simple Excel template and short video you can use straight away, even outside the software.
- 9
Variation Capture Checklist
A one-page checklist of the documents and signals that usually contain missed variations.
- 10
SoPA Reference Date & Deadline Reminder Sheet
A simple one-pager showing typical reference dates and statutory timeframes by state.
Bonuses are included with every paid plan.
Our guarantee
"If your first claim doesn't save you at least 2 hours and produce a cleaner, more complete result than your current process, we'll refund you in full — no questions asked."
You stay in control the whole time. Nothing is final until you review and approve it. We process the first claim with you so you can see exactly how it works on your own documents.
Applies to paid plans.
Want to see it on a real job first?
I'm keeping the first group small so I can work with you on a real claim and fix what's rough. Send me one claim pack and I'll show you what ClaimFlow produces, free and with no obligation. A redacted subcontract is fine.
Founding beta pricing on application.
"I'm Colin, based in Brisbane. I'm building ClaimFlow with subcontractors, not for them. If your claims process is a headache, I want to hear about it."