Head Contract Progress Claim processing follows three steps:

1. Initial creation of a claim structure for the job
2. Monthly calculation and preparation of claims
3. Monthly submission and certification of claims

Structure

Unlike the standard progress claim structure which follows the cost code layout, Jobpac gives you the flexibility to set up a free form claim structure to meet the needs of your client or your job.

Example of a flexible progress claim structure by trade:

Levels of detail that you use in the preparation of your claim can be suppressed during final submission to the client. Jobpac Head Progress Claim Management is a flexible easy to use system that can increase speed and accuracy of progress claim preparation and submission to your client.

Preparing The Claims

Project staff enter and review their claims each month - then the claims are submitted to your client. Claims can be calculated as cumulative claim percentages or cumulative claim values.

Claiming Variations, Rise & Fall, Materials On Site

Variations are integrated to the head progress claim - the claim against a variation is handled in exactly the same way as claiming against the orignal claim structure. You can also claim on unapproved variations when required. Rise and fall and materials on site can be progessively claimed. Past claims are deducted from the gross claim and unpaid balances are added to the current nett claim.

Valuations

Claim items can be cross-referenced to a subcontract. A valuation for payment for the subcontract is calculated giving the contract administrator a guide as to what maximum amount the subcontractor should be paid without you entering into a negative cashflow situation.

Submitting Claims

When the claim is finalised it is raised in Jobpac Accounts Receivable. Claims can be adjusted by your client and may be certified in accordance with client advice.  Retention is automatically calculated based on the contract agreement terms - it may also be overridden. Cash receipts for claims are recorded against the job and will show on cash position reports.

Standard Reports

The standard Jobpac Head Progress Claims reports are:

• Claim Detail Listing
• Client Schedule
• Site Worksheet
• Current Claim Details
• PC and Provisional Sums Report
• Variations Exception Report