Help & Guides

Learn how to use BuildQS effectively. Start by creating a project, then build your Master Valuation Schedule with phases and tasks. Once approved, create Payment Applications each month to track work completion and generate invoices.

Getting Started

BuildQS is a work completion and payment application system designed for construction contractors. It replaces Excel-based valuation templates with automatic calculations and validation.

• Projects contain your contract details
• Each project has a Master Valuation Schedule (work items with quantities and rates)
• Payment Applications are your monthly claims for work completed

Creating a Project

From the Dashboard, click 'New Project'. Enter the project name, client name, and company details. Set the default retention percentage (typically 5%).

Building the Master Valuation Schedule

Organised into Phases (major work sections) and Tasks (individual line items with quantities, units, and rates). The value is calculated automatically as Quantity times Rate.

Creating Payment Applications

Enter cumulative completion percentages for each task (0-100%). The system prevents values lower than previous applications or above 100%. Retention is automatically deducted.

Understanding Retention & Refunds

Retention is a percentage held back by the client as security (typically 5%). BuildQS tracks retention across all applications and reminds you when it is due for release.

Team & Permissions

Invite team members with roles: Owner (full control), Admin (edit and manage), or Viewer (read-only access).

Xero Integration

Connect to Xero from the Dashboard. Export approved payment applications as draft invoices. Automatic contact matching and tracking category support.

Need more help? Contact Construgantt Ltd: support@buildqs.com | 01706 550 825