Identification
Project name, contract number, owner and contractor details to uniquely identify the contract and claimant.
A precise Certification of Job Progress reduces payment disputes, creates an auditable trail for owners and lenders, and supports lien waiver requests. Accurate certifications help maintain cash flow and reduce contractual friction between parties.
Typical users prepare, review, or rely on Certification of Job Progress documents across project roles.
Accurate completion benefits all parties: it informs payments, preserves rights, and creates a defensible project record for audits and disputes.
Project name, contract number, owner and contractor details to uniquely identify the contract and claimant.
Clear start and end dates for the period covered; the reporting period defines included work and invoice scope.
Percent complete plus a concise explanation of the calculation method or reference to the contract schedule.
Contract value, total completed to date, current draw amount, retention, and net due.
List approved changes and their cumulative effect on the contract price and completion percentage.
Signed statement by an authorized representative attesting to accuracy, with printed name, title, date, and contact information.
| Field | Configuration |
|---|---|
| Project Identifier | Required field, single-line text |
| Percent Complete | Numeric field with validation and optional formula |
| Attachments | Allow PDF/DocX uploads; require minimum one file |
| Signer Authentication | Email plus optional SMS or KBA |
Choose a signing platform that supports audit trails, integrations, and required authentication methods for project stakeholders.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Typically monthly or per contract milestone; follow the contract schedule.
Owners often allow 10–30 days for review and dispute resolution.
Attach the certification to the corresponding pay application each period.
Update project records and schedule-of-values upon owner approval.
Raise any certification disputes promptly, per contract notice provisions.
Tim Martin, Founder at Martin Properties, used an electronic certification to attach percent-complete data to a monthly draw
Dan Rotelli, CEO of BIS, standardized contractor certifications across multiple sites