Variations and Retentions Tracker Excel Template | Variations, Retentions, Release Dates and Job Accounts

Instant download

£19.00

For contractors working on contracts with extras and retentions. Unpriced extras and forgotten retentions are money you have earned but never collect. This workbook tracks every variation from instruction to paid, logs retentions with their release dates and shows what each job is really worth.

What it covers

  • Variations register tracking each extra from instruction to paid
  • Retentions log with the dates to claim your money back
  • Job accounts showing contract value plus agreed extras
  • See what each job is really worth
  • One place for contract money that tends to go missing

Who it is for

Suits building contractors, subcontractors, specialist trades and fit out firms working on contracts.

What is inside

  • Easy Setup, your lists in one place so every dropdown matches how you work
  • How To Use and Quick Start guides, from download to working in ten minutes
  • Variations Register
  • Retentions
  • Job Accounts
  • Notes and Actions, Log and Diary, Goals and Targets and Weekly Review tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

  • One editable Excel (.xlsx) workbook with 10 tabs
  • Built for Microsoft Excel, no macros and no formulas for you to write
  • Example rows included so you can see every feature working
  • Commercial licence, use in your own business, not for resale
  • Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.

Commercial licence for your own business. Not for resale.

Instant digital download. By purchasing, you agree to immediate access and accept that digital downloads are non-refundable once downloaded. Refund policy

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