Instructions

No instruction, no variation

A variation with no instruction behind it is the first thing an auditor pulls out, and the first thing a payer refuses. The register exists so that the answer is on file before the question is asked.

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The two gaps that cost money

The first is an instruction that changes the cost of the works and never becomes a variation. It was given, the work was done, and it will not reach the final account because nothing connects it to a valuation. QScope shows those in red.

The second is a verbal instruction nobody confirmed. It binds nobody until it is confirmed in writing, and the contract gives a route and a deadline for doing that. Anything still awaiting confirmation is flagged until it is dealt with.

  • Instructions with a cost effect and no variation raised, shown in red
  • Verbal instructions awaiting written confirmation, shown in amber
  • Architect’s instruction, CA instruction, employer’s instruction, CVI and site instruction
  • Linked to the variation it authorised, both ways
Instructions
Register
Instructions
24
Unconfirmed
2
No variation
3
AI-018 · Revised door scheduleVariation VO-11
AI-019 · Additional drainageNo variation raised
CVI-004 · Verbal, 12 MayAwaiting confirmation
With a cost effect19 of 24
AI-019 changes the cost of the works and has no variation against it. As things stand it will not reach the final account.

Numbering that still makes sense in three years

Instructions are referred to by number in correspondence long after the project team has changed. Keep the contract’s own numbering and the file stays readable; renumber it to suit a spreadsheet and it does not.

QScope holds the number you give it, the date, who issued it and what it said, and prints the register as a document. Dayworks and variations both point back at it.

  • Your own numbering, not an imposed sequence
  • Date issued and issued by, held against every entry
  • Register prints and exports to CSV
  • Daywork sheets link to the instruction that authorised them
Instructions
Instruction AI-019
TypeArchitect’s instruction
Date issued2 June 2026
Issued byFielding & Partners
Cost effectYes
Variation raisedNone
An instruction is the authority for a variation. This one has a cost effect and nothing has been raised against it.

What the instruction authorises

An instruction is the authority. The variation is the money. Kept apart, an approved instruction with no variation is a change that will not reach the final account.

Link the instruction to the variation and both point at each other, so the account can be traced from the authority to the figure and back.

  • Every approved variation traced back to its instruction
  • Basis of valuation and contract clause held on the variation
  • Instructions with a cost effect and no variation flagged in red
  • Approved variations pull into a certificate as valuation lines
Variations
VO-11 Revised door schedule
InstructionAI-018
Basis of valuationContract rates
Contract clauseJCT 5.6.1
Extension of time1 day
Subtotal£2,150.00

The question before the instruction

An instruction often begins as a question. The RFI records when it was asked and when it was answered, and an unanswered one is a delay in waiting.

When a question becomes an instruction it becomes a variation, and the register keeps the thread from RFI to instruction to change on the same project.

  • Question, who it was raised with, and the date raised
  • Answer and the date it was given
  • Days outstanding counted from today, not from memory
  • An answered RFI that becomes an instruction is recorded as one
RFIs
Outstanding on this project
QuestionRaisedStatus
Confirm lintel spec over new opening4 AugOpen 16 d
Drainage invert level at MH311 AugOpen 9 d
Finish to exposed soffit2 AugAnswered
Open on this project2

Work carried out under instruction

Where work cannot be measured at contract rates it is valued as daywork, and every sheet needs the instruction that authorised it. A sheet with no instruction is the hardest money on any job to recover.

Each daywork sheet links back to the instruction in the register, so the authority for the labour, materials and plant is on file before the sheet is submitted.

  • Separate additions for labour, materials and plant
  • Only agreed sheets carried to the final account
  • Sheets with no instruction linked are flagged
  • Each sheet points back at the instruction that authorised it
Dayworks
Sheet DW-014
Labour £2,000 + 130%£4,600
Materials £3,000 + 15%£3,450
Plant £500 + 20%£600
Sheet total£8,650
Questions

What surveyors ask before they start

What is a CVI?

A confirmation of verbal instruction. Where the contract administrator gives an instruction other than in writing, the contractor may confirm it in writing, and it takes effect if the administrator does not dissent within the period the contract allows.

Who is allowed to issue an instruction?

Only the person named in the contract. An instruction from a clerk of works or a project manager who is not named does not vary the works, however reasonable it was.

Does QScope create the variation for me?

No. It shows you the instruction has a cost effect and no variation against it, and you decide what to raise. Automatic creation would produce variations nobody had priced.

Can I export the register?

Yes, as CSV, and it prints as a formal register for issue with the final account.

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.