Free site diary template and progress claim checklist
The free site diary template for Australian builders, in Excel and Word: two minutes a day for who was on site, the weather and what held you up, with weekly and monthly summaries ready for your EOT claims. Plus the 12 checks to run before a progress claim goes out.
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- Excel + Word
- Google Sheets ready
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What is in the free site diary
- Daily log with weather and delay-cause dropdowns, labour headcount by trade, plant, deliveries, visitors and inspections, delay hours and cause, instructions
- Weekly summary (53 weeks): labour person-days, delay hours, days with delay, wet weather days, incidents
- Monthly summary: the same totals for 13 months, covering every day of the log
- Delay hours and cause recorded every day, totalled weekly and monthly
- One-page Word daily form for the clipboard on site, with a signature line
- Start here sheet and four sample days
It is the same file that ships in The Builder's Office construction templates bundle, not a cut-down version. If it fits the way you work, the other five templates are built the same way.
Free progress claim checklist: 12 checks before you send a claim
The 12 things to check before a progress claim goes out in NSW or QLD: timing, amounts, retention, GST, attachments and wording.
- Claim date falls inside the contract's claim period and the reference date is right
- Contract sum plus approved variations equals the adjusted contract sum on the claim
- Work completed to date is supported by the schedule of values or measured quantities
- Previous claims deducted; this claim equals to-date less previous
- Retention held at the contract percentage and shown separately
- GST applied once, on the right base
- Unapproved variations shown separately or excluded
- Attachments: statement, variation register extract, supporting invoices if required
- Statutory declaration or subcontractor statement if the contract or state requires one
- Claim identifies the contract, the period and the respondent
- Served the way the contract says, to the right address, with a record of service
- Copy filed with the claim number in the register
The Contract Admin Pack progress claim template does most of this for you; the guide to what a NSW progress claim should include walks through it.
SiteOffice templates are general tools, not legal, financial or construction advice. Check your contract and the security of payment legislation in your state, and get professional advice for your project.