Submit a progress claim

Raise a progress claim against one or more Schedule of Values lines for a billing period in Connect web, attach supporting documents, and submit it for assessment.

When to use this

At the end of a billing period — typically monthly — when you've completed work against a subcontract and want to claim against it.

Prerequisites

  • Subcontract in Active, PC, DLP, or Final status — see Subcontract states
  • Sufficient progress against the SoV to claim (claim lines > $0)
  • Supporting documents ready to upload — invoices, photos, timesheets, etc. — where the head contractor requires them
  • Signed in to Connect web

Walkthrough

Walkthrough coming

A step-by-step Scribe walkthrough for this task is being recorded. Track its status in the Scribe register (internal).

  1. In Connect web → Work Orders → open the subcontract you want to claim against.
  2. Click New Claim (or Submit a Claim).
  3. Select the Claim Type — Progress, Final, or Retention Release.
  4. Set the Claim Period — period start and period end (the dates the work covers).
  5. For each SoV line, enter the Submitted amount this period. You can enter either a dollar amount or a % complete figure — the system calculates the other.
  6. Attach supporting documents per line where the head contractor requires it (camera-roll uploads work — drag and drop or click to browse).
  7. Review the totals — gross claimed, retention held this claim, net payable.
  8. Click Submit.

You'll see a confirmation with:

  • Service Date — when the claim was received in the head contractor's system (this is what starts their statutory response clock)
  • Assessment Due Date — when the head contractor must respond, per the statutory window for their jurisdiction

You'll also receive a confirmation email with the same details.

What success looks like

  • Claim shows in your Claims list with status Submitted.
  • You receive a confirmation email with the Service Date, Assessment Due Date, and a summary of the claim.
  • The head contractor receives a notification immediately.
  • The SoV's Remaining to Claim figures update to reflect the new pending amount.

Gotchas

  • You can't claim more than the Available to Claim amount on a line. Over-claiming is blocked at submission with a per-line breakdown of why.
  • The Service Date is set automatically and can't be changed. Backdating the Claim Date (the date you put on your claim) doesn't shorten the head contractor's response window — the clock runs from Service Date.
  • If the subcontract has Concurrent Claims = false, you can only have one claim in progress at a time. Submit a new one only after the previous one reaches a terminal state (Approved, Billed, or Rejected).
  • Rejected claims keep the original Assessment Due Date — rejection doesn't reset the clock, so resubmit quickly.
  • You can save a claim as Draft and come back to it. Drafts don't trigger any statutory clock — only Submit does.
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