Four figures answer almost every question a client asks on the phone. QScope keeps them current as you value, across every live job.
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.
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.
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.
The four figures on the dashboard are not typed in. Each one is the sum of the certificates you have issued, so the number you quote on the phone is the number on the last certificate the client received.
Open the valuation behind the dashboard and the same net figure is there, line by line, with retention already deducted.
The deadline shown beneath the four figures is the one that costs money if it passes. Miss a pay-less notice and the sum applied for becomes the sum due, not the sum you valued.
QScope counts the payment notice deadline, the pay-less deadline and the final date for payment from the due date, and puts the closest one on the dashboard.
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.
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.
Yes. The project list carries the payment deadline panel, retention release alerts and unread activity counts across the whole portfolio.
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.
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.