Commercial & contracts
Turn a change into a paid variation
Capture a scope change while it is fresh, price it as a contract variation on your agreed r…
3 steps11 minOpen
Cases / Commercial & contracts
Commercial & contracts
Submit a subcontractor valuation and get paid
Value your own work against the agreed schedule of values, submit it the moment the cycle opens with the evidence behind it, and chase it through to cash in the account.
How it works, step by step
3 steps across the platform - what you do at each one, and why it matters.
1
Check the schedule of values
ContractsOpen the subcontract and confirm the schedule of values and the percentage each line is claimed against, so your valuation is built on the same ruler the contractor will measure it with.
Why: A valuation pitched against your own idea of the split, not the agreed schedule, gets cut back before it is even discussed.
InSigned subcontractSchedule of valuesOutConfirmed line valuesClaimed-to-date percent
2
Submit the valuation
ContractsAssess the percentage complete on each schedule line for this cycle, attach photos and daywork sheets as evidence, and submit the valuation the day the cycle opens.
Why: Submitting early and with evidence attached is what gets a valuation certified in full instead of chased down to a lower number under time pressure.
InConfirmed schedule linesPhotos and daywork sheetsOutSubmitted valuationPercentage-complete claim
3
Track it to paid
ReconciliationWatch the valuation through certified and paid, and reconcile what actually lands in the account against what you submitted, chasing any shortfall while the backup is still fresh.
Why: A certified valuation is not cash until it clears, and a quiet under-payment left unreconciled never comes back on its own.
InSubmitted valuationPayment certificateOutReconciled paymentFlagged shortfall
Modules in this playbook
2 / 184 platform modules