For quantity surveyors

Built for the way a QS actually works

Value the job, and the certificate, the retention, the VAT and the payment dates follow from it. Variations, dayworks and the final account sit on the same record, so the money reconciles instead of living in six spreadsheets.

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Value the work, and the paperwork follows

You enter one thing: how far each item has moved this period. QScope produces the certificate from it, deducts retention at the right rate, charges VAT once on the reduced net, and prints the statutory dates the payment runs to.

The figure a client certifies real money against is the figure you valued, on your practice letterhead, not a number re-keyed into an accounts package that never sees the contract.

  • Interim valuations by percentage or fixed sum, on your letterhead
  • Retention at full rate, half at practical completion, released on time
  • VAT charged once, after deposit and advance recoveries
  • Due date, payment notice, pay-less deadline and final date for payment
Client Valuations
Interim certificate VAL-06
Gross this period£107,365.50
Less retention at 5%(£5,368.28)
Net due this certificate£96,570.61
VAT at 20%£19,314.12
Amount due£115,884.73
Retention, recoveries and VAT come off in the right order, so the amount due is the amount the client owes, not an estimate you correct later.

Change, controlled from instruction to final account

A variation without an instruction behind it is the first thing an auditor pulls. QScope keeps the instruction, the valuation rule, any extension of time and the loss and expense on one record, and flags an instruction that changed cost with no variation raised against it.

Dayworks are valued the way the contract says, with the three percentage additions kept separate, and only agreed sheets reach the account.

  • Instruction to variation to final account on one thread
  • Omissions shown as negatives, not lost
  • Dayworks with labour, materials and plant added separately
  • The register that shows what has no instruction and no variation
Variations
Variation VO-03
Measured work£18,400.00
Dayworks, three additions£12,400.00
Omission of provisional sum(£6,500.00)
Net effect on the contract sum£24,300.00
Every variation carries its valuation rule and its instruction, so the net effect on the contract sum is defensible line by line.

A final account that reconciles

The final account starts from the adjusted contract sum, takes off what has been certified and any unrecovered deposit or advance, adds the retention release, and lands on the balance due. Nothing is counted twice, because the interim certificates and the final account read from the same base.

The deposit and the advance wash through to zero: paid up front and recovered through the certificates. The figure at the bottom is what is genuinely left to pay.

  • Original sum, adjustments, adjusted contract sum
  • Less certified to date, less unrecovered advance
  • Plus retention released at making good
  • The balance due, with VAT, in full and final settlement
Final Account
Statement of final account
Adjusted contract sum£2,487,400
Less gross certified to date(£2,487,400)
Add retention released£62,185
Less liquidated damages(£16,000)
Final balance due, excl VAT£46,185
Adjusted sum less certified is zero, so the balance is the released retention less the damages. No line is counted twice.

Reports that leave the screen

The cost report, the retention notice, the payment schedule and the variation register go out as documents on your own letterhead, alongside the certificate the client is waiting for.

The audit trail records who changed which figure and when. It is not editable and it exports to CSV, which is what a QS needs when a number is questioned six months later.

  • Cost report, retention notice and payment schedule
  • Every document on your practice letterhead, never QScope branding
  • An audit trail you cannot quietly edit
  • Statutory dates that hold up under the Construction Act
Reports
Cost report, anticipated final cost
Approved budget£2,400,000
Anticipated final cost£2,487,400
Variance(£87,400)
Contingency remaining£38,600
The anticipated final cost carries the committed change and the risk allowance, so the variance is the number a client actually has to plan for.
Questions

What surveyors ask before they start

Do I have to change how I value?

No. You value the way you already do, by percentage or fixed sum. QScope does the deductions, the VAT and the dates that a spreadsheet leaves you to remember.

Whose branding is on the certificate?

Yours. Every document prints on your practice letterhead. QScope is the tool, not the name on the paper the client sees.

Does it assert the tax rate or the statutory days?

No. You enter the tax rate and confirm the statutory days for the contract, so the figures are yours and sit behind the audit trail. QScope calculates from what you enter, it does not assert the number for you.

Is my old work locked in?

The audit trail is not editable, which is the point, but your project data is yours and exports to CSV whenever you need it.

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.