Set up the contract structure
Add project-linked work lines with clear codes, descriptions and values.
Break an approved project contract into measurable work packages.
Add project-linked work lines with clear codes, descriptions and values.
Select the lines and cumulative completion percentages when building the claim.
Review claimed value and retained amounts against the project contract rather than creating unrelated invoice figures.
Build itemised construction estimates with clear quantities and pricing.
Explore →Keep a reusable database of material, labour and equipment rates.
Explore →Record scope changes before they become disputed work.
Explore →Start with a company workspace. Add the people and projects that make it yours.