Keep the commercial record beside the work it describes. Review quantities, costs, variations and claims with the supporting project evidence before sharing or acting on them.
Use the project’s commercial workflow to organise the relevant BOQ items, measured or reported quantities and source references. Check units, dates and the contractual basis before preparing a valuation or claim. A site progress percentage is not the same thing as a measured quantity or certified amount; keep those meanings distinct in the record.
Record the relevant variation or commercial question with the drawing, site observation or decision that explains it. Preserve the original reference and review state so the next person can understand what changed. Do not treat a project comment or an AI-generated explanation as an agreed contractual entitlement.
Check the currency, quantities, source documents and permitted recipients. Client views follow release and permissions, so agree which commercial information should be shared. Professional payment decisions, notices and certification remain the responsibility of the authorised people under the applicable contract. Software records support that process rather than replacing it.
Costs and claims are listed on Team and higher plans. Confirm the exact valuation, variation and reporting workflow in a demonstration using your project structure. Firm subscription billing is separate from project commercial records. If you require accounting synchronisation, cash-flow forecasting or a particular contract administration process, validate those requirements explicitly before onboarding.
14-day trial · No card needed · 30-day money-back guarantee