Dashboard

The commercial position, without opening a spreadsheet

Four figures answer almost every question a client asks on the phone. QScope keeps them current as you value, across every live job.

Deadlines across every live project, overdue shown separately
Retention release dates flagged before they pass
Unread activity counted per project, so team changes are visible

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All projects

Portfolio position

ProjectValueNext deadline

11 Essex Road£220k4 days

Mill Lane£96kOverdue

Corn Exchange£1.4m13 days

Bridge Works£310k20 days

The project list leads with deadlines rather than project names, so the job in trouble finds you.

Every project, sorted by what is on fire

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

Four figures, then everything else

Contract sum, certified to date, retention held, due this period.

Contract value now, against the original sum, so changes are visible
Certified to date with the percentage of the works complete
Retention held, with what it is made of and when it releases

Ref 001, 11 Essex Road

Dashboard

Contract sum

£220,250

Certified to date

£84,115

Retention held

£4,205

Left to certify

£14,031

Payment positionDateStatus

Last date for payment notice20 AugIssued

Last date for a pay-less notice24 Aug4 days

Final date for payment29 AugDue

The dashboard puts those four first and the deadline that is closest immediately underneath, because that is the one that costs money.

Project team

Sober enough to turn round to a client

A dashboard covered in coloured tiles looks impressive in a demonstration and unprofessional when the client is sitting next to you.

Figures set in tabular numerals so columns line up
Documents print on your letterhead, never branded QScope
Guest link lets the client look without you exporting anything

Project team

Who can see what

J. Smith, Buildco, clientView only

A. Wilson, Torabuild, subComment

CVR and marginHidden

Seats used against your plan0

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.

See it running before you sign up

Client Valuations

Every figure traces back to a certificate

The four figures on the dashboard are not typed in.

Certified to date is the sum of every certificate issued
Retention held is deducted in the certificate, not added on top
Change a valuation and the dashboard moves with it

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

Open the valuation behind the dashboard and the same net figure is there, line by line, with retention already deducted.

Payment

The deadline under the figures is a legal one

The deadline shown beneath the four figures is the one that costs money if it passes.

Payment notice, pay-less and final date counted from the due date
England and Wales bank holidays skipped on UK forms, calendar days on FIDIC
The closest deadline shown on the dashboard, overdue shown separately

Payment

Statutory dates, JCT 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

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.

Dashboard

Cash in the next thirty days, from the final dates

The project dashboard has a card for the cash coming in and going out over the next thirty days, worked from the final dates for payment.

Coming in, going out and the net over thirty days
The statutory clock: payment due, notice by, pay less by and final date
Contract position in current balances, excluding VAT

Dashboard

Cash, next 30 days

Coming in£52,664.10

Going out£31,920.00

Net over 30 days£20,744.10

Without confirmed payment periods the card says so rather than inventing dates, because a final date for payment has legal effect.

Dashboard

What needs you, worked out from the project

What needs you lists the jobs waiting on you, each named, from a missing contract sum to an unapproved variation.

Each line names the task, such as Set the retention rate or Valuation 04 is still a draft.
Every line says what it was worked out from and where to fix it.
Nothing on the list is stored, so a line goes when the task is done.

Dashboard

What needs you, worked out from the project

In the program

What needs youcalculated

Set the contract sumcalculated

Build the cost plancalculated

Set the programme dates: ...calculated

Set the retention ratecalculated

On screen: “What needs you”, “Set the contract sum”, “Build the cost plan”, “Set the programme dates: ...”.

Dashboard

Project health, part by part

Project health scores the job out of 100 from the parts that apply to it, such as cash collected, variations decided and RFIs answered.

Each part shows its own share, such as Variations decided or Defects closed.
Parts that do not apply to the job are listed as not scored, not counted as zero.
Too little data gives a sentence saying so rather than a score.

Dashboard

Project health, part by part

In the program

Project healthcalculated

Cash collected against issued valuationscalculated

Variations decidedcalculated

RFIs answeredcalculated

Defects closedcalculated

On screen: “Project health”, “Cash collected against issued valuations”, “Variations decided”, “RFIs answered”.

Every other function on the Dashboard screen

26 functions the sections above do not cover, each as it works in the program.

Functions 1 to 13

01Sort the list by urgency, by the most recently saved project, or by name.

02Filter the list to active, completed or archived projects, or show all of them.

03Search projects by site address, job reference or client.

04Star a project as a favourite and it stays at the top of the list.

05Mark a project completed, move it to the archive or reactivate it from the row menu.

06Open the audit trail for any project straight from the project list.

07Save snapshot keeps a frozen copy of the project in the archive while the live project carries on.

08Before you delete a project QScope tells you how many files go, how many access links stop working and how many documents were already sent.

09New project asks whether you work as a contractor, a quantity surveyor or a monitoring surveyor, then opens the project.

10Four counters, Past its date, Next 14 days, Later and No date on these, filter the list with one click.

11Tabs on the dashboard switch between Cash and recovery, Variations and Programme.

12On a monitoring job the list shows the facility headroom from the last saved check, in green, amber or red.

13A quantity surveyor project asks who you act for, the client or the contractor, and will not start without an answer.

Functions 14 to 26

14A job reference that is already taken is refused, and a second project on the same address needs your confirmation.

15A figure with nothing behind it shows the reason, never a zero.

16Open a line to see the items behind it and where to put it right.

17A guest sees an empty list with one sentence, because the tasks belong to whoever runs the project.

18Each date says whether it was frozen when the valuation was issued or worked out from today's settings.

19Valuation comparison shows the last five valuations side by side as bars, with an amount due from the contractor in red.

20The Valuations card shows what is left to pay after retention and recovery, with tax, and the three most recent valuations.

21The Variations card counts the variations and adds them up by status.

22The account card shows variations, the adjusted contract sum and all cash received including VAT.

23The Programme card draws a line from start on site to practical completion and marks today.

24Margin leakage shows subcontractors certified ahead of what the client has certified.

25The dashboard lists what the project does not track yet, split into what you have not entered and what QScope does not hold.

26The project header shows who you act as, the form of contract and the next statutory date.

Who it is for

One record, four reports that must agree

You are applying

You report cost against money secured

You report cost against the sum you have actually secured, and the difference between the two is the conversation with your own board.

Applying for payment

the same measurement

You are certifying

You report on figures you certified

You report to the client on a job you certify, and the report has to reconcile with the certificates you signed.

Certifying payment

You are doing both

Your record is the only report there is

You 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 yourself

You are reporting

You turn the record into a drawdown

You turn the project record into a drawdown recommendation, and the figures have to reconcile before the lender releases a pound.

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.

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.

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All 174 pieces

Keep reading

The three parts this page leans on

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 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