ValuationFlow
How it works

From project setup to payment tracking in four clear steps.

ValuationFlow keeps the process simple so you can spend less time rebuilding spreadsheets and more time managing the work.

1

Create the project

Add the client, contract value, payment terms and retention details once.

2

Build the application

Record the current valuation, previous certified amount and the value you are applying for.

3

Export and submit

Generate a professional PDF and keep the application tied to the correct project record.

4

Track what happens next

Update payment status, due dates and retention releases so you can see what is still outstanding.