Bill of Quantities
Priced works
ItemValue
1.00 SUBSTRUCTURE£34,200.00
1.01 Excavation and disposal£12,400.00
1.02 Mass concrete foundations£21,800.00
2.00 SUPERSTRUCTURE£96,400.00
2.01 Brickwork to first floor£12,000.00
Contract sum£219,250.33
Enter the priced works once. Every certificate values against these lines and the final account adjusts them, so the structure you choose here is the structure your client sees for the rest of the contract.
Enter the bill the way you built it. Sections, subtotals and item order should match the document the client already signed, because the certificate they receive follows the same shape.
A certificate that reads like the bill needs no covering explanation. One that reorders everything generates a phone call every month.
Both change the contract sum, and confusing them is how a final account turns into an argument.
A provisional sum is money set aside for work not yet defined. It sits in the bill at full value and you draw it down as the work is instructed and priced. An omission is work the client has removed, and it comes off the contract sum entirely.
This matters when you are moving a job that is already running. A partial bill still produces a correct certificate for the work you have entered.
Put in the sections you are valuing this period, enter what has been certified against them previously, and add the rest as the job goes on. You are not blocked from issuing while you type.
Yes. If your bill is in an awkward format, send it to support and we will tell you the quickest route rather than leaving you to fight it. Either way the sections and subtotals you priced are preserved.
Lines valued by percentage recalculate against the new value. Lines valued as a fixed sum keep the sum you entered. That difference is the whole point of the fixed setting, and it is why lump sums belong on it.
No. Mark it omitted. Deleting loses the record of what was priced and then removed, and at final account the client will ask what happened to it. The audit trail is the answer, and it only exists if the line still does.
No, they are priced separately. Each subcontract carries its own value and retention rate, and the difference between what you certify up and what you certify down is the cash position on the dashboard.
Not your whole portfolio. One live job, one certificate. If it does not save you time the first time you use it, walk away and take your data with you.