Valuations and certificates

Interim valuations that add up every time

Value line by line, by percentage or by a fixed sum. Retention, previously certified and this period calculate as you type, and no line can be certified past 100 per cent.

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Two ways to value, on the same certificate

Some lines are a percentage of measured work. Some are a lump sum, a provisional sum drawn down in tranches, or dayworks off a sheet. Forcing everything through a percentage is how spreadsheets end up with a fudge column.

Click the % on any line to switch it to a fixed sum. The rest of the certificate does not change, because underneath both routes produce the same figure.

  • A fixed sum stays fixed when you correct the contract value of the line
  • Both routes are capped so the total to date cannot exceed the line
  • The printed certificate always shows a percentage, so the client sees a normal valuation
  • Section subtotals and the gross carry through automatically
Client Valuations
Interim certificate PC-04
DescriptionThis valThis period
Substructure100 %£0.00
Brickwork to first floor40 %£4,800.00
Scaffolding hire£1,250£1,250.00
VO-01 Additional window100 %£1,000.00
Gross this period£24,180.00
Less retention at 5%(£1,209.00)
Net due this certificate£14,031.00

The certificate carries the statutory statement

Section 110A of the Construction Act requires a payment notice to state the sum considered due and the basis on which it is calculated. The valuation schedule is that basis, but the document has to say so.

QScope prints the statement, the due date, the final date for payment and the pay-less deadline on the face of the certificate.

  • Your firm logo and practice name, never QScope branding
  • Signature blocks that follow your role in the contract
  • Document named correctly for JCT, NEC or the Scheme
  • Black and white, so it survives photocopying and scanning
Client Valuations
Payment, statutory dates
Contract formJCT SBC/DB
Due date15 Aug 2026
Last date for payment notice20 Aug 2026
Last date for a pay-less notice24 Aug 2026
Final date for payment29 Aug 2026
The sum considered due at the payment due date of 15 Aug 2026 is £14,031.00. The basis on which that sum is calculated is set out in the valuation above.

The dates that turn a valuation into a notice

A certificate is only a payment notice if it carries the dates the Construction Act attaches to it. The valuation is the easy part. The pay-less deadline is the one that turns a valuation into a liability.

QScope counts the sequence from the due date on this certificate, so the notice you issue tells the client exactly when a pay-less notice has to be with you.

  • Due date, payment notice deadline, pay-less deadline and final date for payment
  • Counted for JCT, NEC or the Scheme, with the right day counts
  • Weekends and UK bank holidays excluded automatically
  • Printed on the face of the certificate, not just shown on screen
Statutory payment dates
Dates on PC-04
Due date15 Aug 2026
Last date for payment notice20 Aug 2026
Last date for a pay-less notice24 Aug 2026
Final date for payment29 Aug 2026
If no pay-less notice is issued by 24 Aug 2026, the sum due is fixed at the net certified figure of £14,031.00.

Retention comes off the certificate, once

The £1,209 deducted for retention on this certificate is not a setting buried in a menu. It is a deduction from the sum due, and it has to be the same figure the client sees on the retention notice.

QScope holds retention against certificates actually issued, halves the rate at practical completion and counts the release date, so the number here is the number on the notice.

  • Full rate during the works, half rate after practical completion
  • Deducted from the certificate, not applied on a separate note
  • Release date calculated from the rectification period
  • Carried through to the final account as a release, not a mystery
Retention
Held after PC-04
Rate now
5.0%
Held
£4,205
Release
7 Sep 27
Retention this certificate£1,209.00
Held to date£4,205.75
Practical completion7 Sep 2026
Rate after practical completion2.5%

Approved variations arrive as valuation lines

VO-01 and VO-03 are not paid on a separate note. Under JCT they are valued in the certificate, so retention runs down one track and nothing is paid twice.

Add Variations pulls every approved variation into the certificate as a line, carrying its certified percentage back to the variation record.

  • Approved variations pull in as normal valuation lines
  • Retention deducted once, in the certificate, as JCT expects
  • Certified percentage written back to the variation record
  • A certified variation cannot also be marked paid, so nothing counts twice
Variations
Approved for PC-04
RefValueThis period
VO-01 Additional window£1,000£1,000.00
VO-03 Revised M&E layout£3,240£1,620.00
Variations this period£2,620.00
Questions

What surveyors ask before they start

Can I import a bill of quantities?

Yes. You can enter the bill directly or bring it in, then every certificate values against those lines. Section subtotals and omissions carry through, so the certificate structure matches the bill the client already has.

What happens if I certify too much on a line?

You cannot. QScope caps each line at the contract value less what has already been certified, and tells you how much is left on that line rather than silently trimming the figure.

Does the client see QScope branding on the certificate?

No. Documents carry your practice name and your logo. QScope does not appear on anything you send a client.

Can two surveyors work on the same project?

Yes, and each has their own login so the audit trail records who prepared each certificate. If two people open the same project, QScope warns the second one rather than letting one overwrite the other.

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.