Project team
Access on 11 Essex Road
PersonLevel
J. Smith, Buildco, clientView only
A. Wilson, Torabuild, subcontractorComment
R. Hall, architectView only
Cost report and risk registerHidden
Seats used against your plan0
Clients want to know where they stand. What they must not see is your cost report, your risk register and what you are holding from subcontractors.
Software that charges per user teaches you to keep people out of it. So the client emails for an update, you export, redact, format and attach, every month, on every job.
QScope charges for surveyors in your practice and nothing else. Invite as many clients, subcontractors, architects and site managers as the job needs.
A shared practice password makes every entry in the audit trail say the same thing, which is the same as recording nothing at all.
Invite each surveyor by email. They set their own password on a one-time link that expires after 72 hours, and from then on the record shows who actually prepared each certificate.
Access is not only about what a guest can see. On many jobs the subcontractor takes the site photographs and the architect files the correspondence, so guests need to put things in as well as look.
Give a guest comment access and they can add photographs and files where you allow it, each upload recorded against them in the audit trail.
A client guest should see their own position: the certificate, the amount due and the dates. What they must not see is the subcontractor side and what you are holding from it.
The valuation a client opens shows the net due and the statutory dates, with the cost report and the subcontractor valuations hidden by default.
A guest link does not dump a spreadsheet on the client. It opens the same dashboard you use, filtered to what the guest is allowed to see.
The four figures, the certificate and the dates are there. The cash position, the risk register and the subcontractor side are not.
No. Clients, subcontractors and anyone else on the project are guests. They open a link, see what you allowed, and never count towards your plan. This is deliberate: software that charges per user teaches people to keep the client out of it.
No. The whole subcontractor side, the cost report and the risk register are hidden from client guest links. What you hold from a subcontractor is your commercial position, not theirs.
Revoke the link. Access stops immediately and the revocation is recorded in the audit trail, so you can show when it happened.
QScope detects it and warns the second person rather than letting one silently overwrite the other. Losing an afternoon of valuation because a colleague had the job open is not an acceptable failure mode.
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.