Dashboard

The commercial position, without opening a spreadsheet

Four figures answer almost every question a client asks on the phone. QScope keeps them current as you value, across every live job.

30 days free · No card required · Every feature on every plan

Four figures, then everything else

Contract sum, certified to date, retention held, due this period. That is the conversation. Everything below it is detail you only need when someone disagrees.

The dashboard puts those four first and the deadline that is closest immediately underneath, because that is the one that costs money.

  • Contract value now, against the original sum, so changes are visible
  • Certified to date with the percentage of the works complete
  • Retention held, with what it is made of and when it releases
  • Cash position between money in from the client and out to subcontractors
Ref 001, 11 Essex Road
Dashboard
Contract sum
£220,250
Certified to date
£84,115
Retention held
£4,205
Due this period
£14,031
Payment positionDateStatus
Last date for payment notice20 AugIssued
Last date for a pay-less notice24 Aug4 days
Final date for payment29 AugDue

Every project, sorted by what is on fire

One job you can hold in your head. Nine jobs across three surveyors is where a notice goes missing, and it is never the project you were thinking about that morning.

The project list leads with deadlines rather than project names, so the job in trouble finds you.

  • Deadlines across every live project, overdue shown separately
  • Retention release dates flagged before they pass
  • Unread activity counted per project, so team changes are visible
  • Favourites, status filters and search across the whole portfolio
All projects
Portfolio position
ProjectValueNext deadline
11 Essex Road£220k4 days
Mill Lane£96kOverdue
Corn Exchange£1.4m13 days
Bridge Works£310k20 days

Sober enough to turn round to a client

A dashboard covered in coloured tiles looks impressive in a demonstration and unprofessional when the client is sitting next to you.

QScope uses colour only where it carries meaning, and every document it prints is black and white so it survives being photocopied into a bundle.

  • Figures set in tabular numerals so columns line up
  • Negative amounts in brackets, the accounting convention
  • Documents print on your letterhead, never branded QScope
  • Guest link lets the client look without you exporting anything
Project team
Who can see what
J. Smith, Buildco, clientView only
A. Wilson, Torabuild, subComment
Cost report and risk registerHidden
Seats used against your plan0
Questions

What surveyors ask before they start

How many projects can I have?

As many as you like, on every plan. QScope is priced per surveyor in your practice, never per project, so taking on more work never costs you more software.

Does the dashboard update automatically?

Yes. It recalculates as you value, so the figure you quote on the phone is the figure in the certificate you are about to issue.

Can I see across projects, not just within one?

Yes. The project list carries the payment deadline panel, retention release alerts and unread activity counts across the whole portfolio.

What is the cash position?

The difference between what you have certified to the client and what you have certified down to subcontractors, so you can see whether the job is funding itself. It only appears on projects that have subcontractors.

Related

The rest of the commercial picture

Try it on your next valuation

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.