The portal

Every job, priced and paid, in one place

We price your job on the rates you supply, NRM2 throughout. The portal runs the rest, from the first valuation to the final account, so you are not stuck doing paperwork after a day on site.

For UK main contractors and subcontractors. We price on your rates, not ours.
Job dashboard
Contract sum
£490,030
Certified
£204,760
Owed to you
£58,356
Profit
£44,180
Your jobs
Won
3
Hit rate
75%
Work won
£536,140
Maple
Kiln Yd
Valuations
Substructure100%
Frame80%
Roof45%
Due this period£51,190
Costs and profit
Labour90%
Materials90%
Subbiesover
Margin to date£44,180
Job dashboard

Open a job and see exactly where it stands

The whole commercial picture on one screen. Contract sum, what is certified, what you are owed, retention, what you have spent and the profit, with the next thing to do spelled out.

  • Eight figures that matter, live, nothing to add up.
  • A progress bar worked out from the actual valuations.
  • What needs doing, so the next move is obvious.
Open the portal
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Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
MAPLE COURT · ON SITE
Contract sum
£490,030
Certified
£204,760
Left to build
£285,270
Weeks left
9
Owed to you
£58,356
Retention held
£10,240
Spent so far
£194,500
Profit so far
£44,180
42% of the work valued
What needs doing
Submit valuation PC-04This week
VO-04 waiting on a decisionPending
Two subbie certificates to certifyTo do

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Your jobs

Every job in one place, whatever stage it is at

Won, lost and out to tender, your hit rate, and what you have allowed against what you have spent, across the whole book. Set a period and it all reworks.

  • Work won, materials, labour and profit, allowed against spent.
  • Your hit rate worked out from what you have quoted.
  • Any period you like, the figures follow the dates.
Open the portal
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Jobs
Quotes
Our fees
Invoices
Settings
YOUR JOBS
Won
3
Not won
1
Out to tender
2
Hit rate
75%
3 of 4 decided
Work won
£536,140
Maple344,800
Kiln Yd191,340
Materials
£131,920
Allowed131,920
Spent84,300
Labour & subbies
£223,370
Allowed223,370
Spent141,200
Profit
£80,390
In price80,390
So far44,180

Send Us Your Drawings

Valuations

Value the work done, line by line, every period

Set the percentage complete on each item and the portal does the rest. Retention off, VAT on, previously certified taken away, all worked out as you go.

  • Priced against your own bill, so the figures always tie back.
  • Retention and VAT worked out for you, nothing to add up by hand.
  • This period only, on top of what was certified before.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
VALUATION PC-04 · MAPLE COURT
WorkValue%This period
Substructure48,000100%0
Frame & upper floors92,50080%18,500
Roof36,20045%16,290
External walls54,00030%16,200
Gross this period£51,190
Less retention at 5%(£2,560)
Net due, excluding VAT£48,630
Total due, including VAT£58,356

Send Us Your Drawings

Variations

Every change to the job, and what it does to the sum

Additions and omissions kept apart, priced on your rates. Only an approved variation moves the contract sum, so the figure you quote is the figure that stands.

  • Add or omit, with the net effect worked out both ways.
  • Pending stays out of the contract sum until it is approved.
  • An approval sheet to send, under your own name.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
VARIATIONS · MAPLE COURT
NoWhat changedStatusNet
VO-01Upgrade to steel beam at grid BApproved+4,250
VO-02Omit rear canopyApproved-3,100
VO-03Extra drainage run to boundaryApproved+2,680
VO-04Change to roof coveringPending+5,400
Original contract sum£486,200
Approved variations, net+£3,830
Contract sum today£490,030

Send Us Your Drawings

Costs and profit

What the job is really making you, as it runs

What you allowed against what you have spent, on labour, materials and subbies. You see the margin holding or slipping while there is still time to do something about it.

  • Allowed against spent, trade by trade, at a glance.
  • Your margin in real money, updated as costs go in.
  • Yours alone, never shown to the client or their QS.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
COSTS AND PROFIT · MAPLE COURT
Labour£74,200 of £82,000
Materials£61,400 of £68,500
Subcontractors£58,900 of £56,000
Allowed Spent, within Spent, over
Margin to date£44,180

Send Us Your Drawings

Subcontractors

Every subbie account, certified and kept straight

Certify each subcontractor the same way you value your own work. Retention off, VAT on, what they have had and what is left, per trade, on one screen.

  • A certificate per period, built from what they have done.
  • Retention held on each, released when it is due.
  • A pay less notice ready when you have to hold money back.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
SUBCONTRACTORS · MAPLE COURT
GroundworksCertificate SC-03
Certified
42,000
Retention
(2,100)
Net
39,900
To date
38,900
RoofingCertificate SC-02
Certified
18,600
Retention
(930)
Net
17,670
To date
9,400
ElectricalCertificate SC-01
Certified
12,300
Retention
(615)
Net
11,685
To date
11,685

Send Us Your Drawings

Final account

The job as it ended, agreed on one page

The contract sum adjusted for every approved variation, then everything already paid taken off, retention released, and any deposit or advance credited back. Nothing counted twice.

  • Built from the record, not typed up from scratch at the end.
  • Held back from the client until you release it.
  • Ready to sign, under your own branding.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
FINAL ACCOUNT · KILN YARD
Final account
Original contract sum£486,200
Approved variations, net+£3,830
Contract sum, adjusted£490,030
Certified to date, gross(£490,030)
Add retention released£24,500
Less deposit already paid(£22,650)
Final balance due, excluding VAT£1,850

Send Us Your Drawings

The report pack

Nine documents, generated live, ready to send

Under your own branding, straight from the job. Print one or save it as a PDF. The figures come from the workbook, so there is nothing to type up and nothing to get wrong.

  • Your logo, your name, nothing of ours anywhere on them.
  • From client summary to final account, the whole set.
  • Always current, built the moment you open them.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
REPORTS & CERTIFICATES
Client summary
Valuations summary
Detailed valuation
Variations report
Retention statement
Retention release
Pay less notice
Advance payment
Final account

Send Us Your Drawings

RFIs

Every question you had to ask, and when it came back

Send it to the architect straight from the job, with the date you need an answer by. A late reply is marked, so if it costs you time or money the record is already there.

  • Answer overdue flagged the moment the date passes.
  • Sent under your name, replies come back to you.
  • Turn an answer into a priced variation in one click.
Open the portal
MY
Job overview
Valuations
Variations
Final account
Subcontractors
Costs and profit
Reports
RFIs
RFIs · MAPLE COURT
Open
3
Answered
7
Overdue
1
RFI-011Steel connection detail at grid B2Overdue
RFI-010Confirm drainage invert levelsReply by 26 Jul
RFI-009Window schedule, plot 4Answered
RFI-008Kitchen layout, revisedClosed

Send Us Your Drawings