Progress claims and variation orders for an M&E contractor.

How an M&E contractor in Johor stopped building claims in spreadsheets, and stopped doing variation work that never got paid.

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Variation orders4
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SYSyahirah · QS

Claim no. 9

Work doneVariations2
Preview PDF
BQ sectionDoneTo dateSince last
A · PreliminariesContract RM 120,00070%84,0006,000
B · LV boards and cablingContract RM 640,00060%384,00051,200
C · Lighting and powerContract RM 410,00045%184,50041,000
D · Air-⁠con and ventilationContract RM 780,00035%273,00039,000
E · Fire protectionContract RM 330,00050%165,00019,700
F · Water and sanitaryContract RM 200,00030%60,00010,000
Variations approvedVO-01, VO-02–24,6006,200
Total1,175,100173,100
Claim no. 9DraftDue Mon 26 Oct
Sedenak factory, phase 2
Main contractor
Lindung Arif Builders
Contract sum
RM 2,480,000
Prepared by
SYSyahirah · QS
Claim summary
Work done to date1,150,500
Variations approved24,600
Gross value1,175,100
Less retention 10%Limit 5% of contract · RM 124,000(117,510)
Less certified, claims 1–⁠8(901,800)
This claimRM 155,790
24 site photos from the diaries
Save draftSend to main contractor
Claims · October

5 projects · Mr Lau

Claimed this monthRM 325,5003 claims sent · RM 305,300 certified
Paid in OctoberRM 198,600
Not certifiedRM 20,200
Retention heldRM 398,550
Waiting on the main contractor
VO-03 · 6 power pointsQuoted RM 4,850 · 7 days
VO-04 · air-⁠con ductQuoted RM 22,300 · 3 days
HomeClaimsVOsMoney
8:40

On screen: Claims from the BQ, VOs tracked until paid.A real project. The business isn’t named, and names and figures on the screens are changed.

Business
M&E contractor, Johor
Team
About 45 staff: 3 QS, 6 site engineers
Projects
6 to 8 at a time, for main contractors
Works with
SQL Account, MyInvois, WhatsApp
First version
4–⁠5 weeks
Project size
Business system, from RM 15k
Before

How claims worked before.

Six projects, a spreadsheet for each one, and extra work agreed on site by word of mouth.

  • Each progress claim was a copy of last month’s spreadsheet. One wrong formula, and the claim was out by thousands.

  • Retention was worked out by hand on every claim, and nobody was sure how much was held across all projects.

  • Site engineers did extra work on a verbal instruction. Months later, there was no record to claim it.

What we built

From the BQ to the money in the bank, in four parts.

The QS kept their BQ and their way of measuring. The arithmetic and the chasing moved into the system.

01Claims from the BQ

Each claim built from the BQ and the work done.

The QS updates each item’s percentage done monthly, and the claim works out the value, retention and amount due.

claims.yourcompany.my
ME
SY

Claim no. 9 · work done

D · Air-⁠conAll sections6
Draft
Section D contractRM 780,0005 items
Done to dateRM 273,00035% of the section
Since last claimRM 39,000claim no. 8, Sep
BQ itemDoneTo dateSince last
D1 · VRF outdoor units6 nos · RM 312,00050%156,00015,600
D2 · Fan coil units48 nos · RM 192,00040%76,8009,600
D3 · Refrigerant piping and insulationRM 120,00025%30,00012,000
D4 · Ducting and grillesRM 102,00010%10,2001,800
D5 · Testing and commissioningRM 54,0000%––
Section D35%273,00039,000
D3 · Refrigerant piping15% → 25% this month · 4 photos from Tajudin’s diaries, 5–⁠8 Oct
02Site instructions

Extra work recorded on site, the day it is asked for.

The engineer logs it on the phone with photos and an acknowledgement, then the QS prices the VO.

Site instruction

VO-05 · SI-14 · Level 2 corridor

+
WorkAdd 4 emergency lights
Instructed byEn. Hairul, main con
WhenThu 8 Oct, 4:10 pm
Acknowledged on site
Send to our QS for pricing
4:18
03Variation orders

Every VO followed from instruction to payment.

One board shows each VO as instructed, quoted or approved, and flags any left waiting too long.

claims.yourcompany.my
ME
SY

Variation orders · Sedenak factory

BoardList
New VO
Instructed 2not priced
VO-05 · SI-144 emergency lights, level 2 corridor

En. Hairul · Thu 8 Oct

Price by Tue 13TJ
VO-06Move 2 distribution boards for racking

Told on site · Fri 9 Oct

Ask for it in writingTJ
Quoted 2RM 27,150
VO-036 power points, level 3 pantry

Sent to main con QS · 2 Oct

RM 4,850
Waiting 7 daysSY
VO-04Reroute air-⁠con duct, grid C4

Sent to main con QS · 6 Oct

RM 22,300
With main con QSSY
Approved 2RM 24,600
VO-01Extra distribution board, canteen

Approved 11 Sep

RM 18,400
In claim no. 8SY
VO-02Relocate 12 light points, office

Approved 29 Sep

RM 6,200
In claim no. 9SY
6 VOs on this project · RM 51,750 quoted or approved · 2 still to price
04Claims, payments and retention

Claimed, certified and paid, across every project.

The owner also sees the retention still held on each project, and the dates it comes back.

claims.yourcompany.my
ME
SY

Claims and retention · October

October5Retention
SQL Account synced
Claimed in OctoberRM 325,5003 claims, 1 more in draft
CertifiedRM 305,3003 claims
Retention heldRM 398,5505 projects
ProjectClaimedCertifiedRetentionStatus
Sedenak factory, phase 2Lindung Arif Builders · No. 9155,790–100,200Draft · due 26 Oct
Gelang Patah apartments, block BRimbun Kencana Construction · No. 12212,400198,600186,000Paid 7 OctRM 13,800 not certified
Ulu Tiram warehouseSeriang Tegap Bina · No. 464,80064,80021,600Payment due 30 Oct
Kota Tinggi school blockLindung Arif Builders · No. 1148,30041,90052,000Certified 5 OctRM 6,400 not certified
Pengerang plant roomRimbun Kencana Construction · Final account––38,750Defects periodRetention back 12 Jan 2027
Retention back in the next 90 days: RM 38,750 · Pengerang, end of the defects period

Each part is a feature with its own fixed price, agreed before we start. See how this project was priced or get a fixed quote for yours →

The QS, the engineers and the owner, on one set of numbers.

Tajudin records the instruction on site. Syahirah prices it, and it reaches the next claim without a spreadsheet.

  • SYQS · Syahirah

    Updates the work done item by item, and the claim works itself out.

  • ×6Site engineers

    Tajudin and the other engineers record site instructions on the phone, the same day.

  • KSProject manager · Ir. Kesavan

    Sees every VO and claim for his projects in one place.

  • RMAccounts · Rahmah

    Issues invoices and e-⁠invoices once a claim is certified.

  • LKOwner · Mr Lau

    Sees claimed, certified, paid and retention held, any day.

What changed for the QS
  • No more claims rebuilt from last month’s spreadsheet.
  • No variation work done without a record.
  • Retention held across every project, known at any time.
Cost and timeline

Claims first, then variations.

Syahirah sent her first claim from the system after five weeks. Site instructions, the VO board and payments came next.

Phase 1 · 4–⁠5 weeks

Claims from the BQ

Phase 2 · 3–⁠4 weeks

VOs, payments and retention

Project sizeFrom RM 15kBusiness system · first 3 months of care included?How we price a project

Want claims and VOs tracked like this?

Questions about this system.

What did this project cost?

Business system, from RM 15k. Every feature had a fixed price, agreed before work started, and the first 3 months of hosting and care were included.

Can it use our existing BQ?

Yes. If your BQ is in Excel, we load it into the system for each project. Nobody retypes it.

Does it follow our contract’s retention terms?

Yes. The retention rate, its limit and the release dates are set per project, the way your contract says.

Does it replace SQL Account?

No. SQL Account stays. Certified claims become invoices there, and e-⁠invoices go to MyInvois, so accounts stop retyping.

Who owns the system?

You do. You get the source code, your data, the documentation and admin access.

Another question? Ask on WhatsAppWe reply within one working day.

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