Dashboard
Four figures answer almost every question a client asks on the phone. QScope keeps them current as you value, across every live job.
30 days free, no card.
The project list leads with deadlines rather than project names, so the job in trouble finds you.
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.
Ref 001, 11 Essex Road
Contract sum, certified to date, retention held, due this period.
The dashboard puts those four first and the deadline that is closest immediately underneath, because that is the one that costs money.
Project team
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.
Client Valuations
The four figures on the dashboard are not typed in.
Open the valuation behind the dashboard and the same net figure is there, line by line, with retention already deducted.
Payment
The deadline shown beneath the four figures is the one that costs money if it passes.
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.
Who it is for
You are applying
You report cost against money securedYou report cost against the sum you have actually secured, and the difference between the two is the conversation with your own board.
Applying for paymentYou are certifying
You report on figures you certifiedYou report to the client on a job you certify, and the report has to reconcile with the certificates you signed.
Certifying paymentYou are doing both
Your record is the only report there isYou are the report: what you have applied for, what has been certified and what is still to fund, pulled from your own record.
Doing both yourselfYou are reporting
You turn the record into a drawdownYou turn the project record into a drawdown recommendation, and the figures have to reconcile before the lender releases a pound.
Recommending a drawdownThe 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.
The questions this page raises most often, answered without a sales pitch at the end.
Each plan covers a number of jobs running at the same time, set high enough that most businesses never reach it, and archiving a finished job frees the space again. A bigger job never costs more.
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.
From the blog
Three pieces from the same corner of a contract as this page, answered at length and without a sales pitch at the end.
Walking away does not mean downing tools, that is breach, it means finishing what you owe and declining the next job. The arithmetic of a bad client’s true cost, the difference between a hard client and a harmful one, and how to leave without a war.
Read nowThe handshake is an inch away and the ask arrives: knock a bit off and we are done. It works because you have already spent the evenings and can smell the job. The three answers that keep your margin, and the one response that trains clients to repeat it.
Read nowAnyone who answers with a percentage is guessing about your business with your money. Markup is two numbers wearing one name: overhead recovery, which is arithmetic from your own accounts, and profit, which is a decision. How to work out yours.
Read nowKeep reading
Four figures answer almost every question a client asks on the phone. QScope keeps them current as you value, across every live job.
30 days free, no card.
Rather ask first? Write to help@qscope.co.uk and you will get a reply within one working day, Monday to Friday.