The claim, assembled from the record.
Schedule of values, installed quantities, retention at 5% and stored materials come out of the record the job already keeps, in the format the owner accepts. The claim goes out the day the period closes, with the frames behind each line attached.
What it does
Claiming is usually a week of reconstruction: what did we install, where is the proof, which lines will they argue. Here the quantities are already on the record — daily logs, production tracking, the walk that verified them — so the claim assembles itself against your schedule of values and waits on a reviewer, not a typist.
Retention, previously claimed, stored materials and this period's movement come through on the same sheet in the owner's format. Every line carries its capture date and the frames behind it, which is the difference between a claim you defend in a meeting and one you defend with a link.
How it works
- 01
Close the period
On the date you bill, the installed quantities recorded that period are mapped onto your schedule of values, line for line, at the rates in the contract.
- 02
Attach the evidence
Each claimed line picks up the capture that covers it — the walk date, the frames, the verified percent complete. Lines the record cannot support are marked before the claim leaves the building.
- 03
Issue and track
The claim goes out in the owner's format with retention and stored materials calculated. Certified amounts, variations and payment dates come back onto the same record and into the ERP.
Spec
- CLAIM VALUE
- $1.24 M / PERIOD
- SOV SECTIONS
- 5 · 1,842 COST LINES
- RETENTION
- 5.0 %
- DRAFT READY
- 07:30 ON PERIOD CLOSE
$1.24M
Claimed on pay application 14, Tower 12