Your kinds of work.
- Extension
- Renovation
- Small building works
- Structural alterations
- Garage conversion
- Loft and attic conversion
- Brickwork and blockwork
- Repointing
Rename them or add your own in the office.
Building and renovation in the UK
Quote the extension. Bill it in stages.
When an accepted quote opens its job, the quote’s lines are copied to the job as its Agreed price, and the final invoice bills that copy.
Set up the day you sign up.
Tick building and renovation and all of this is ready.
Built around the work.
Variations on a fixed price.
Extra work goes to the customer as a variation, on a page like the quote’s. The lines they accept join the job’s Agreed price. A variation can take money off as well as add it.
Stage payments, then the final.
A deposit before the work and A stage payment bill the amount agreed. The final invoice takes each off, line by line, at the VAT it was charged. A time and materials job can also take An interim invoice.
A main contractor’s order number.
A customer can be set to Require a purchase order number. A job for that customer cannot be finished without Their purchase order number, and every invoice from the job prints it.
The job’s cost while it runs.
Cost so far counts hours at cost, parts or the supplier’s bill for them, mileage and receipts. On a fixed-price job, Against the agreed price sets each agreed line beside what was recorded.
CIS deducted by a principal contractor.
For a customer whose type is Principal contractor, a payment can record Tax withheld at source at 0%, 20% or 30%, with the Materials on their statement. Each tax month sets the total beside the figure you type.
The domestic reverse charge.
When you are VAT-registered, work at 20% or 5% for a Principal contractor customer with a VAT number on file is reverse charged, unless they told you in writing they are an end user or an intermediary.
Questions, answered.
- Can I record the retention a principal contractor holds back?
- Yes, on an invoice to a customer whose type is Principal contractor. A payment of Retention held records the amount and its Released on date. It counts against the balance, so nobody is chased for it. From that date Payments counts it in Retention due back. When the money arrives, the same row records it, and any CIS deducted from it is recorded as Tax withheld.
- Can I raise a variation on a time and materials job?
- No. On a time and materials job, an extra the customer agrees to is added with Add an agreed line, which records who agreed it and how.
- Can a householder cancel after accepting a quote?
- A domestic customer’s quote page states their fourteen-day right to cancel. The confirmation email and the accepted quote’s PDF repeat it. The customer can tick a box asking for the work to start inside the fourteen days. The acceptance records when they asked, and the confirmation says so.
- Can I keep a RAMS for each kind of work?
- Yes. A kind of work keeps its RAMS as a PDF or a photo, and every job of that kind shows it. When the kind of work needs the RAMS acknowledgement sheet Before the van moves, its jobs can be held until the sheet is signed.