You send them to subconsultants and suppliers, and your clients send them to you. They are not the same document and they are not priced the same way, so Quantim keeps them apart, and puts both against the job they belong to.
Start a free trial Book a demoThree screens covering the whole cycle: what you have committed to spend, what a client has authorised you to do, and what the supplier eventually billed.
What you are committing to buy. Priced the way you actually buy things: a rate, a quantity, and whatever discount you negotiated.
What a client has authorised you to do. This one is valued like a fee, not like a shopping list, because that is what it is.
What actually arrived, logged by job and by supplier. The order said what you expected to pay; this says what you were asked for.
The line grid on an order you send. Pick a numbered point to see what each column is doing.
Four points on this screen.
External spend agreed on a phone call tends to arrive larger than expected. Set your own numbers.
The overrun figure is the one to argue about. It is the gap between what somebody thought they were agreeing and what the invoice said.
An illustration from the figures you entered, not a measured result. Raising an order does not prevent an overrun; it makes one arguable.
What surrounds the order itself.
An order is a draft while the numbers are moving and a commitment once it is committed. Uncommitting is an action on the record rather than a quiet edit, which is what makes the trail worth keeping.
Both directions work this way, and both keep an audit trail of the orders raised against the job, exportable to PDF.
Order numbers take a prefix and a suffix around the number, so whatever sequence your practice already uses carries on working.
A client reference sits beside it, which is how an order you received gets matched to the invoice you eventually send against it.
An order from a client is an authorisation to do work, so it is priced the way the work is priced: a percentage of the total fee, a grade rate, an hourly rate or a lump sum.
The percentage complete column is what makes it useful month to month. It says how much of the authorised order has been drawn down, which is the number to check before taking on the next instruction.
On the job, next to recorded time and booked expenses. A subconsultant is usually the largest single cost on a job after salaries, and a profit figure that leaves it out is not a profit figure.
Where the cost is recharged, it carries through to the invoice in the same way an expense does.
Nothing here is a separate system. The same job, the same people and the same numbers run through all of it.
A free trial takes a few minutes to set up, and no card. Or let us walk you through it against the way your practice actually buys.
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