Construction - Schedule-of-Rates Contract Management

Load the agreed SOR into the system as the pricing basis: labor categories by trade, material line items, plant hire rates, and condition adjustments.

Log the client's works instruction or task order against the SOR contract reference, capturing location, scope, access restrictions, and target completion date.

Create a job record referencing the works instruction. Apply SOR rates to estimated quantities to produce a pre-start cost estimate for the client.

As work is completed, record actual quantities of each SOR line item - trade hours, materials, plant days. Obtain site representative sign-off on daywork sheets where required.

Submit measured schedules to the client's QS for agreement on larger instructions. Resolve any quantity disputes before raising a payment application.

Apply agreed quantities against SOR rates to produce a payment application, broken down by works instruction reference for the client to match to approved task orders.

Record the certified amount, flag any deductions or disputed items, and raise formal correspondence on disputed items rather than absorbing them.

Running 20 or more live works instructions under the same SOR contract with no clear view of which have been measured, which have payment applications outstanding, and which have been paid.

The rate schedule lives in a spreadsheet, so every payment application requires manual lookups and manual calculations rather than applying pre-loaded rates automatically.

Disputed quantities and deductions accumulate across multiple applications with no central log, making final account resolution slow and contentious.