Every job, priced and paid, in one place
We price your job on the rates you supply, NRM2 throughout. The portal runs the rest, from the first valuation to the final account, so you are not stuck doing paperwork after a day on site.
| Contract sum | £490,030 |
| Certified | £204,760 |
| Owed to you | £58,356 |
| Profit to date | £44,180 |
| Progress | 42% valued |
Open a job and see exactly where it stands
The whole commercial picture on one screen. Contract sum, what is certified, what you are owed, retention, what you have spent and the profit, with the next thing to do spelled out.
- Eight figures that matter, live, nothing to add up.
- A progress bar worked out from the actual valuations.
- What needs doing, so the next move is obvious.
Every job in one place, whatever stage it is at
Won, lost and out to tender, your hit rate, and what you have allowed against what you have spent, across the whole book. Set a period and it all reworks.
- Work won, materials, labour and profit, allowed against spent.
- Your hit rate worked out from what you have quoted.
- Any period you like, the figures follow the dates.
Value the work done, line by line, every period
Set the percentage complete on each item and the portal does the rest. Retention off, VAT on, previously certified taken away, all worked out as you go.
- Priced against your own bill, so the figures always tie back.
- Retention and VAT worked out for you, nothing to add up by hand.
- This period only, on top of what was certified before.
| Work | Value | % | This period |
|---|---|---|---|
| Substructure | 48,000 | 100% | 0 |
| Frame & upper floors | 92,500 | 80% | 18,500 |
| Roof | 36,200 | 45% | 16,290 |
| External walls | 54,000 | 30% | 16,200 |
Every change to the job, and what it does to the sum
Additions and omissions kept apart, priced on your rates. Only an approved variation moves the contract sum, so the figure you quote is the figure that stands.
- Add or omit, with the net effect worked out both ways.
- Pending stays out of the contract sum until it is approved.
- An approval sheet to send, under your own name.
| No | What changed | Status | Net |
|---|---|---|---|
| VO-01 | Upgrade to steel beam at grid B | Approved | +4,250 |
| VO-02 | Omit rear canopy | Approved | -3,100 |
| VO-03 | Extra drainage run to boundary | Approved | +2,680 |
| VO-04 | Change to roof covering | Pending | +5,400 |
What the job is really making you, as it runs
What you allowed against what you have spent, on labour, materials and subbies. You see the margin holding or slipping while there is still time to do something about it.
- Allowed against spent, trade by trade, at a glance.
- Your margin in real money, updated as costs go in.
- Yours alone, never shown to the client or their QS.
Every subbie account, certified and kept straight
Certify each subcontractor the same way you value your own work. Retention off, VAT on, what they have had and what is left, per trade, on one screen.
- A certificate per period, built from what they have done.
- Retention held on each, released when it is due.
- A pay less notice ready when you have to hold money back.
The job as it ended, agreed on one page
The contract sum adjusted for every approved variation, then everything already paid taken off, retention released, and any deposit or advance credited back. Nothing counted twice.
- Built from the record, not typed up from scratch at the end.
- Held back from the client until you release it.
- Ready to sign, under your own branding.
Nine documents, generated live, ready to send
Under your own branding, straight from the job. Print one or save it as a PDF. The figures come from the workbook, so there is nothing to type up and nothing to get wrong.
- Your logo, your name, nothing of ours anywhere on them.
- From client summary to final account, the whole set.
- Always current, built the moment you open them.
Every question you had to ask, and when it came back
Send it to the architect straight from the job, with the date you need an answer by. A late reply is marked, so if it costs you time or money the record is already there.
- Answer overdue flagged the moment the date passes.
- Sent under your name, replies come back to you.
- Turn an answer into a priced variation in one click.
Send your drawings, get the portal running behind them.
The estimate is where it starts. Once you win the job, everything above runs on the same numbers, priced to NRM2, on your rates, from the first valuation to the final account.