Less retyping
We link estimate items with measurements and the ERP, so you can prepare the valuation and its invoice without rebuilding the same lines in several programs.
CONSTRUCTION PROGRESS VALUATIONS · CADT
Construction progress valuations, from estimate to invoice.
Start from the approved estimate, record completed work and prepare the progress valuation and its invoice without retyping the same data. We help you connect the whole process with your company’s systems.
- Based on the approved estimate
- Quantities and totals by work item
- Linked valuations and invoices
- Connected to your ERP
ONE PROCESS, THE SAME DATA
From agreed work to completed work. Then to the invoice.
- 01
Approved estimate
Keep the work items, units, quantities and prices agreed with the client. Each valuation uses that baseline and any approved changes.
- 02
Completed work
Record how much of each work item is complete at the reporting date. Attach measurements and documents so the reviewer can check the quantities.
- 03
Current period valuation
Value completed work at the agreed prices and deduct previously certified amounts. Review the document and retain its number, period and version.
- 04
Invoice and delivery to the client
Generate the invoice linked to the valuation and prepare both documents for the client, following your agreed review and delivery process.
HOW THE AMOUNTS FIT TOGETHER
Value progress without repeating previously certified amounts.
In this example, the approved estimate is €10,000. Completed work is worth €6,000, of which €4,000 was previously certified. The new valuation covers €2,000 for the current period.
The breakdown by work item shows how each amount was calculated. The invoice is prepared from the corresponding valuation, applying the relevant taxes and agreed adjustments.
Approved estimate€10,000
| Work item | To date | Previous | This period |
|---|---|---|---|
| Masonry | €3,000 | €2,000 | €1,000 |
| Finishes | €3,000 | €2,000 | €1,000 |
| Total | €6,000 | €4,000 | €2,000 |
Current period amount to invoice€2,000
Example amounts before taxes and agreed adjustments.
Make every progress valuation easier to prepare.
Tell us how you work. We help you connect site progress with invoicing.
HOW CADT HELPS
Prepare each document using the information you already have.
We review how you prepare valuations today and connect estimates, measurements and invoicing. The aim is for site and administration teams to work with the same information.
Review before sending
We define who prepares, reviews and approves each document. Comments, corrections and the version sent to the client are retained to help resolve differences.
Documents ready for the client
We prepare valuation and invoice templates with project and client details. Each document remains linked to its period and the amounts behind it.
Clear outstanding items
Distinguish completed work awaiting valuation, certified work awaiting invoicing and unpaid invoices. Administration can see which document is missing and what needs review.
Common questions about progress valuations
Can we keep using our current software?
We review how you work with Presto, TCQ, CYPE, spreadsheets or your ERP. Based on versions and available data, we define what can be configured or connected and what would need development.
What happens if the estimate changes?
Approved changes need a date, work items and amounts. We set up the system to retain the original baseline and link each valuation to the relevant version and changes.
Are the valuation and invoice the same document?
They are linked documents with different purposes: the valuation details and values completed work; the invoice records the amount being billed. We configure their relationship and when to generate and send them to suit your process.
Where do we start?
Tell us how you prepare valuations and what takes too much time. We agree a trial using an estimate, a measurement and the documents you need to generate, to check the process from start to finish.
Make every progress valuation easier to prepare.
Tell us how you work. We help you connect site progress with invoicing.