Challenge

A residential builder was spending hours each month preparing progress claims for clients. Staff were manually calculating claim amounts, checking previous invoices, tracking completed stages in spreadsheets, and ensuring budgets remained accurate. This process was time-consuming, prone to errors, and often delayed invoicing and cash flow.

The business wanted a faster, more accurate way to generate progress claims while maintaining complete visibility over project budgets and previous claims.

Client Request

"We need an easier way to prepare progress claims that accurately reflects the work completed, keeps our budgets up to date, and gets invoices out the door faster."

Solution Delivered

Rave's Progress Claims feature streamlines the entire claiming process, allowing builders to invoice completed work directly from their project budgets.

Using Progress Claims, businesses can:

• Generate progress claims based on completed work or percentages.
• Create multiple progress claims throughout the life of a project.
• Automatically track previously claimed amounts and remaining balances.
• Include or exclude tax depending on contract requirements.
• View the financial impact of each claim before invoicing.
• Convert approved claims directly into client invoices without re-entering data.
• Maintain an accurate audit trail of every claim raised.

Because Progress Claims are fully integrated with Rave's Estimating, Budgeting and Financial Management modules, project budgets are updated automatically, giving builders real-time visibility of invoiced, remaining and outstanding values.

Customer Feedback

"Progress claims used to take us hours every month. Now they're completed in minutes, and we know every claim is accurate. It's improved our cash flow and given us confidence that we're not missing anything."

Outcome

Within weeks of implementing Rave Progress Claims, the builder significantly reduced the time spent preparing monthly claims while improving the accuracy of invoicing.

The finance team no longer relied on spreadsheets to calculate claim values, project managers had complete visibility over invoiced and remaining budgets, and invoices were issued sooner, helping improve cash flow and reducing administrative workload.

Why Rave?

Rave Progress Claims gives builders a faster and more accurate way to invoice completed work while maintaining complete control over project budgets.

By connecting estimating, budgeting and invoicing into one seamless workflow, Rave eliminates manual calculations, reduces administration, and helps businesses get paid sooner with confidence that every claim is accurate.

This is another example of how Rave transforms complex financial processes into simple, connected workflows that save time, improve accuracy and strengthen cash flow. If you would like to see how our progress claims feature can accelerate your billing, feel free to book a demo with our team.