Everything a subby needs
between winning the job and being paid in full.

Payments allocated to individual unit and stage. "Plot 3, 1st Fix = £14,580 received" — not a guess against a total.

Match a remittance to the stages it covers using a visual picker, with the client’s own remittance PDF open beside it. Underpayments and overpayments flagged automatically.

Claimed vs paid, stage by stage, every line marked Matched, Underpaid, Overpaid or Pending — so a shortfall conversation starts with a document, not a feeling.

Retention held per valuation, first and second release positions tracked, and alerts as practical completion approaches so nothing is quietly left behind.

Deduct on labour only. Materials are recorded against the application and taken out of the CIS base — plus CIS handled correctly on retention release, when the money finally comes back.

Reverse charge on by project, with the right wording on the invoice. Variations and customer upgrades can carry their own VAT treatment when they are billed differently.

Rate, cap by value or percentage, release strategy, and a separate retention rule for variations where your contract treats them differently.

Record the fixed-price period from the contract date, get warned before it expires, and review price-hold positions in a register instead of discovering it too late.

Submission cut-off day, payment terms in days, due dates and final dates for payment calculated from the cycle you set — plus defects liability and PO requirements.

Taylor Wimpey, Barratt, Persimmon, Bellway — the whole housebuilder payment cycle is modelled. Setting up a job is picking your numbers, not bending the software round them.

Raise, price and track variations with approval statuses and their own reference numbers. Claim them on an application or bill them separately.

Record what the contractor is charging back, against which project, and see the effect on your position before it lands as a surprise on a remittance.

Plot-by-plot upgrade work with its own price list, invoices, tracking report and a site checklist for the lads — kept apart from the main contract account.

Pick the format, pick the period, download the file. Nominal codes and tax codes — including the domestic reverse charge codes for each package — are mapped once in settings.

Not on any of the big three? A plain CSV your accountant can open anywhere, encoded so Excel doesn't mangle it.

Every export recorded with what it contained, so an invoice cannot quietly go across twice. Re-export deliberately, never by accident.

One-off invoices outside a project — day works, small jobs, materials — with a saved client address book you can import from your accounts package.

What has been invoiced, what has been paid, and what is still out — across every project and every client in one view.

Using a freelance QS for your valuations? Give them their own login. They prepare and submit inside the system, so you see exactly what was sent, when, and when payment is due.

Site staff get a separate login with access to the projects you choose. They assess and submit — they can't see applications, invoices or any financial figure.

Run more than one trading company? Keep them completely separate, each with its own branding, settings, numbering and data — under one account.

Deleted something you needed? It goes to a recycle bin, not into thin air. Application lifecycles are protected so a certified claim cannot be casually unpicked.

Nightly verification that the figures across applications, payments and ledgers still agree — flagged in the app rather than found by an accountant in March.

A notification bell for overdue applications, submission cut-offs approaching, retention releases due and compliance about to expire.