Settings
Project and contract
Contract formJCT SBC/DB
Contract sum£219,250.33
Retention rate5.0%
Valuation cycleMonthly, 15th
Document issuedInterim Certificate
Five steps, and you only do the first two once per job. Start with the next valuation on one live project rather than moving your whole portfolio.
The contract form is not a label. It decides the statutory day counts, the default retention rate and what your periodic document is called. Get it right here and every date after it follows.
Once per project, about ten minutes.
Enter your bill of quantities, or bring it in from the pricing you already did. Sections, provisional sums and omissions all carry through, so the certificate the client receives has the same structure as the bill they signed.
Once per project. The longest step, and the last time you touch it.
Go down the lines and put in a percentage where the work is measured, or a fixed sum where it is a lump, a provisional sum drawn down, or dayworks off a sheet. Retention and previously certified calculate as you type.
Every valuation. This is the step QScope exists to shorten.
Enter the due date and QScope returns the payment notice deadline, the final date for payment and the pay-less deadline for your contract form, with weekends and bank holidays already excluded.
Every valuation. The step that costs the most when it is skipped.
Print on your own letterhead with your firm name and logo. Then send the client a guest link so the next time they want an update they look for themselves instead of emailing you.
Every valuation, and the reason your inbox gets quieter.
You do not need to move your whole portfolio to find out whether this works for you.
A live job with a valuation due in the next two weeks. Not the biggest and not the most awkward. You want to reach an issued certificate on the first afternoon, because that is the point where you can judge whether QScope saves you time.
Not to start. Enter the sections you are actually valuing this period and add the rest as you go. A partial bill still produces a correct certificate for the work you have priced.
Enter the previously certified figure against each line and carry on from there. QScope does not need the history of every past valuation to produce the next one correctly.
Export everything and walk away. Export stays available during the trial, after it ends, and for 60 days after a cancellation. Your data is not held hostage to the subscription.
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.