Price the job, value the work each month, and keep track of retentions, CIS and what you are owed
Secure checkout. Your file is ready in your client portal as soon as payment clears.
For builders, groundworkers and trades who price jobs and get paid by monthly valuation. Build an estimate from labour, materials, plant and subcontract rates, add overheads, profit and contingency to get a tender price, then record variations and valuations as the job progresses. Each valuation works out retention (reducing at practical completion), the CIS deduction on the labour element only, VAT or the domestic reverse charge, and the amount due – and tracks what has been paid, what is overdue and when each half of the retention should be released.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Line-by-line pricing with labour, materials, plant and subcontract. What you do: one row per item.
Step 2
Direct cost by section and the build-up to the tender price. What you do: nothing to enter.
Step 3
Each valuation with retention, CIS, VAT, amount due and payments. What you do: one row per valuation.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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