Valuations, variations and payment certificates
Value work line by line from the bill, price variations from contract rates, invoice and get paid.
Get paid fully, and on time.
Valuations
Monthly payment claims, from work done to certified amount.
A valuation claims payment for work done to date. Gross value plus variations and materials on site, less retention, less what was certified before, gives the amount due. Once certified it is locked; corrections go in the next one.
Variations
Every change to the scope, priced and agreed before it is forgotten.
A variation is a change to the original work, such as an extra window or a different floor finish. Price it from the contract rates, record its time impact and get it agreed. Unpriced instructions older than 14 days are flagged.
Invoices
Invoices with tax, a pay-online link and polite reminders.
Raise an invoice from a certificate or milestone. Tax follows your country pack. Issued invoices are locked and numbered without gaps; mistakes are corrected with a credit note.
Subcontractor payments
Assess subcontractor claims and pay them correctly.
A subcontractor submits a claim. You assess it, deduct retention and any contra-charges, and issue a payment notice. Payment is blocked while their compliance is red.
Retention
Money held back, and the date each part is due back.
Half of retention is usually released at practical completion and the rest at the end of the defects period. The system reminds you to claim it on the day.
Cost control
Budget against committed and spent, line by line.
Each cost line has a budget from the BoQ. Commitments (orders, subcontracts) and actual spend are tracked against it. Forecast final cost shows the margin before the job ends.
Contracts and notices
Contract notices and time bars, before the deadline passes.
Many contracts lose your right to claim if a notice is late, for example 28 days for a FIDIC claim. Each notice here has its deadline and a reminder.
Claims
Extension of time and money claims, with the evidence attached.
A claim asks for more time or money because of an event that was not your fault. Diary entries, photos and the programme provide the evidence.
Pick the features you need.
Four questions to set up, a sample project to try every screen, and only the features you choose in your menu.