Progress claims,
out of the
spreadsheet
Upload the subcontract and your last claim. Every claim after that drafts itself, the head contractor's schedule is matched back, and retention is tracked to the day it is due.
What every subcontractor told us first.
The spreadsheet says overdue. It isn't.
Retention withheld shows as unpaid, claims and schedules drift apart, and nobody can say what is actually owed.
The same job number, typed a thousand times.
Scope and variations keyed in line by line, then keyed in again when the head contractor's portal times out.
Retention you can't see, and no one reminding you.
Money held on every job, due back on dates nobody tracks, chased with a calendar reminder if it is chased at all.
Upload what you have. It reads the lot.
The subcontract, the claims to date, the schedules you have been sent. It builds the contract, reconciles every historic claim, and shows you what it found, including what your own sheet missed. You check. It never sends anything on its own.
The next claim drafts itself.
Nothing goes to the head contractor, and nothing lands in your accounts, until you have looked at it and pressed the button.
- From the contractAnd everything claimed to date. Variations from a day work sheet or an email.
- Claim 06 drafts itselfLine by line, retention deducted, GST right. You adjust what changed.
- You press serveStatutory wording, your logo, emailed to the right people. The clock starts.
- Invoice raisedIn Xero, with retention and GST accounted for.
Matched line by line. Their mistakes flagged.
Upload the head contractor's payment schedule and every response lands against the line it answers. Under certified amounts carry to the next claim. Retention withheld past the cap is flagged. An RCTI is flagged as not a schedule. No schedule at all, and you are told what the Act says you are owed.
Retention tracked to release. The clock watched.
Retention per line item, the cap, and the release date. A reminder that names the amount, because "release $1,023.50" gets paid and "release retention" does not. Business days counted under the Act in eight jurisdictions.
- NSW
- VIC
- QLD
- WA
- SA
- ACT
- TAS
- NZ
Not another system to learn.
The invoice lands in Xero with retention and GST right. MYOB and the job management tools are next, and every claim exports as a PDF and a CSV either way.
Record the claim here in a minute and keep your dates, your retention and your record of what they certified. Built for the subcontractor, not the builder.
- XeroConnected
- MYOBIn progress
- FergusIn progress
- SimproIn progress
- Are we locked in?
- No. Pay per claim, stop any time, export everything.
- A builder makes us use their portal?
- Record the claim here in a minute. Your dates and retention stay tracked.
- Does it send anything without us?
- Never. It drafts, you check, you press serve.
Capped at
$200 per company a month
No plans, no seats, no lock in. Your first three claims are free and they never expire.
When exactly is the fee charged?
One of two things triggers it. Usually it is the claim document itself, the one that goes to the other side: where we serve by email that is when you submit, and where you serve the claim yourself, which is the default in New Zealand, South Australia and Tasmania, it is when we generate your document, so a claim prepared and then abandoned is still charged. The other is recording a claim you lodged somewhere else, through a head contractor’s portal, say, so that we track its deadlines and carry it in your ledger: we produce no document for those, and the fee is the same. Either way a claim is only ever charged once, and re-preparing or editing it never costs more.
What is free?
Drafting, contract and deadline tracking, payment schedules you receive, recording service on a claim we produced the document for, and any month you don't claim.
How does the per-company cap work?
It is $200 excluding GST per company, per calendar month, which is ten claims at $20. Every further claim that company serves that month is included, and the count resets when the month does. Each company you claim under has its own cap: they do not share one, and there is no overall ceiling above them. In Australia that is A$200 + GST (A$220 incl.); New Zealand fees are GST-free.
What happens after the first three claims?
Your first three claims are free, across every company you claim under, and they never expire. After that it is $20 a claim under the cap above. There is one trial per account, not one for each company, so it does not start again for a company you add later.
Three things most subcontractors learn on the demo.
Pay when paid is unenforceable
A clause that says you get paid when the builder does has no effect under the Act. Your claim has its own due date.
Read the guideAn RCTI is not a payment schedule
A recipient created tax invoice tells you what they paid, not what they certified or why. It does not stop the clock.
Read the guideWhat a claim has to say
The statutory wording, the reference date and the amount. Miss one and the claim is just an invoice.
Read the guide