Traceability

Who changed the figure, and when

A valuation is challenged long after the person who prepared it has moved on. The question is never what the number was. It is how it was arrived at, and by whom.

Variations raised, approved, rejected or removed recorded
Basis of valuation and contract clause held on the record
Approved value recorded with who instructed it

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Variations

VO-01 Additional window to gable

Basis of valuationContract rates

Contract clauseJCT 5.6.1

Instructed byR. Hall, architect

StatusApproved

Approved value£1,000.00

QScope records each variation as it is raised, approved, rejected or removed, so the history of the change survives the people who made it.

Every change to a variation, on the record

A variation is challenged more often than anything else in a final account.

What is asked for is not the amount but who instructed it, under which clause, and when it was approved. QScope records each variation as it is raised, approved, rejected or removed, so the history of the change survives the people who made it.

Audit trail

Recorded automatically, editable by nobody

An audit trail you have to remember to write is not an audit trail.

Certificates created, issued, changed in status or deleted
Variations raised, approved, rejected or removed
Contract sum, retention rate and key dates changed, with old and new value

Audit trail

11 Essex Road

DetailUserType

Certificate No. 04: Draft to Issued, net £14,031.00AdrianCert

Variation VO-01: Pending to Approved, £1,000.00AdrianVO

Client access granted to j.smith@buildco.co.ukAdrianAccess

Retention rate changed from 3% to 5%M. LewisSettings

Nothing in the interface can alter or delete an entry. That is the whole point: a record that can be quietly amended is worthless as evidence.

Activity

The reason each person needs their own login

A shared login makes every entry say the same name, which is the same as recording nothing.

Each person signs in as themselves, on every plan
Guests are free and their actions are recorded too
A live activity feed shows what changed since you last looked

Activity

What changed while you were out

Interim certificate PC-04 issued, £14,031.002 h ago

Variation VO-03 created, £3,240.005 h ago

Subcontractor valuation 03 prepared1 d ago

Unread on this project3

QScope prices by the people who sign in rather than by the job, partly so that giving everyone their own login never costs you a project.

See it running before you sign up

Project record

The record the trail is protecting

An audit trail proves who changed a figure.

Drawings versioned as they are superseded
Photographs tied to the project and the date they were taken
Contracts and correspondence filed against the job

Project record

Files on 11 Essex Road

DocumentStatus

Contract, JCT SBC 2016, signedCurrent

Drawing A-102 rev C, gable elevationCurrent

Drawing A-102 rev BSuperseded

Site photographs, week 1418 files

Held on the same project, every file carries its own trail entry, so a superseded drawing can be shown as the version that was current on the day the work was valued.

Client Valuations

The figures the trail is recording

Most audit entries are about money.

Certificates created, issued or changed in status recorded
The net figure held on the entry, £14,031 on PC-04
Retention rate changes recorded with old and new value

Client Valuations

Interim certificate PC-04

This period, exc VAT£24,180.00

Less retention at 5%(£1,209.00)

Previously certified£70,084.00

Due this certificate, exc VAT£14,031.00

The valuation is where those figures are set, and every change to it lands in the trail with the old value and the new.

Who it is for

One paper trail, four people behind it

You are applying

The record defends your own figures

You keep the record that defends your own applications: who changed which figure, and the documents behind every line.

Applying for payment

the same measurement

You are certifying

The trail holds when yours are challenged

You certify on the strength of the record, and when a figure is challenged the audit trail is what stands between you and an argument.

Certifying payment

You are doing both

The file protects the one who kept it

You keep the paperwork yourself, and the file that assembles as you go is the one that protects you when memories differ.

Doing both yourself

You are reporting

The record is all the site you see

You rely on the record more than anyone: bonds in force, access controlled, every figure traceable, because you were never on site.

Recommending a drawdown

The client, the architect and the tenderer are not on this list. They are the people you let in on a link: they see the one document you sent them, answer it, and that answer is written into the record. No account, no licence, no charge, on every plan.

FAQs

The questions this page raises most often, answered without a sales pitch at the end.

No, and that is deliberate. Nothing in QScope can amend or remove an audit entry. A record that the holder can edit proves nothing, which defeats the reason for keeping one.

Yes. Contract sum, retention rate, contract form and key dates are recorded with the old and the new value, because a quietly changed retention rate moves every certificate after it.

Yes, to CSV, per project. It opens in Excel with a byte order mark so names with accents are not mangled, which matters when the file goes into a bundle.

RICS does not mandate a particular system, but the Black Book expects a quantity surveyor to be able to show how a valuation was reached. An automatic record is the cheapest way to be able to answer that a year later.

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Who owns the materials on site when the contractor fails

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All 174 pieces

Keep reading

The three parts this page leans on

Client and team access Send a guest link and the client sees their position without an account. Guests never count towards your plan, and never see your cost report or margin. See how it works Valuations and certificates Interim valuations and payment certificates by percentage or fixed sum, with retention and previously certified. UK JCT and NEC, plus FIDIC certificates. See how it works Statutory payment dates Enter a due date and QScope returns the pay-less and final date deadlines for JCT, NEC or the Scheme, or FIDIC IPC and payment dates in calendar days. See how it works