13 JCT templates · Excel & Word · UK

The commercial paperwork for a JCT project, ready to use.

13 Excel and Word templates for valuations, payment notices, variations, instructions, off-site materials and final accounts. Each one is built by a practising UK quantity surveyor and comes with a filled-in worked example.

Buy now – full pack £24
Browse single templates for £3.50 each
Excel & WordBlank + worked exampleNo macrosPrints on A4Instant download
Monthly Valuation Workbook exampleInterim Valuation Certificate exampleVesting Certificate example

Why it exists

Stop rebuilding the same spreadsheets on every job

The problem

Most QSs end up rebuilding the same valuation spreadsheet on every job, or inheriting one with broken formulas and a retention calculation nobody quite trusts. Payment notices go out late or say too little, variations are tracked in three different places, and off-site materials get paid for without the paperwork to back them up.

The solution

One consistent set of documents that follows the JCT payment cycle, from application to final account.

  • Working formulas, not just layouts: retention, VAT and amount in words calculated for you
  • Hard to break: yellow inputs, locked grey formulas (no password)
  • See it working first: every template has BLANK and EXAMPLE versions
  • Plain-English guidance on notices and vesting certificates
  • Print-ready on A4

What's included

All 13 templates

Each template comes as a BLANK ready to use and an EXAMPLE filled in for a fictional project, so you can see exactly how it works.

Excel workbooks

  1. Interim Valuation Certificate
  2. Monthly Valuation Workbook
  3. Application for Payment
  4. Variation Register
  5. Final Account Statement
  6. Instruction Register

Word forms

  1. Architect's / CA Instruction
  2. Employer's Agent Instruction
  3. Site Instruction
  4. Variation Instruction / Change Request
  5. Payment Notice + guidance
  6. Pay Less Notice + guidance

Excel + Word

  1. Vesting Certificate (off-site listed items) + guidance

Bundle bonus: Read Me & How-to Guide (PDF) and PDF previews of every example.

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Buy the full pack or just the template you need

Each template is sold on its own with BLANK and EXAMPLE versions. The full pack includes all 13 plus the how-to guide, for £24 instead of £45.50.

BEST VALUE · BUNDLE

QS Commercial Starter Pack – all 13 templates

7 Excel workbooks and 7 Word forms (BLANK + EXAMPLE of each), 14 PDF previews and the Read Me & How-to Guide, in one ZIP.

£24£45.50Save £21.50
13 templates, under £1.85 eachSave £21.50 versus buying separately

Compare: comparable QS commercial template packs from independent UK sellers cost around £39.99, and a single valuation template is about £7.50 elsewhere. This pack is £24 for 13 templates, and singles are £3.50.

Buy now – £24
Interim Valuation Certificate example screenshot
01Excel

Interim Valuation Certificate

A one-page certificate covering gross valuation, retention at two rates, net due, VAT and amount in words.

Includes: Excel · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Monthly Valuation Workbook example screenshot
02Excel

Monthly Valuation Workbook

The full monthly valuation: trades, prelims, fees, materials, variations, contingency and summary.

Includes: Excel · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Application for Payment example screenshot
03Excel

Application for Payment

The Contractor's interim application, with contract sum analysis and a payment dates calculator.

Includes: Excel · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Variation Register example screenshot
04Excel

Variation Register

Quoted, assessed and agreed values, status, % complete and this-valuation figures.

Includes: Excel · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Final Account Statement example screenshot
05Excel

Final Account Statement

Additions and omissions, optional LADs, retention and the balance due.

Includes: Excel · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Instruction Register example screenshot
06Excel

Instruction Register

Logs CA, EA, site and change instructions, with days-open tracking.

Includes: Excel · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Architect's / CA Instruction example screenshot
07Word

Architect's / CA Instruction

A clear instruction form for SBC, IC and MW contracts, with an estimate box.

Includes: Word · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Employer's Agent Instruction example screenshot
08Word

Employer's Agent Instruction

An instruction form for Design and Build that records Changes and their effect.

Includes: Word · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Site Instruction example screenshot
09Word

Site Instruction

Records instructions given on site and tracks their formal confirmation.

Includes: Word · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Variation Instruction / Change Request example screenshot
10Word

Variation Instruction / Change Request

A three-part form covering the request, the Contractor's price and time, and the decision.

Includes: Word · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Payment Notice example screenshot
11Word

Payment Notice

A Construction Act payment notice with a page of guidance on timing and content.

Includes: Word · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Pay Less Notice example screenshot
12Word

Pay Less Notice

A pay less notice with itemised deductions and guidance notes.

Includes: Word · BLANK + EXAMPLE · PDF preview

£3.50
Buy now
Vesting Certificate example screenshot
13Excel + WordNew

Vesting Certificate

For off-site listed items: schedule, ownership, insurance, bond and signatures.

Includes: Excel + Word · BLANK + EXAMPLE · 2 PDF previews

£3.50
Buy now

Need more than a couple?

All 13 templates for £24, not £45.50

Save £21.50 with the full pack, which also includes the Read Me & How-to Guide.

Buy now – full pack £24

Pricing

Individual prices vs the full pack

Every template is £3.50 on its own. The bundle is always the best value.

#TemplateFormatPricePayhip button
01Interim Valuation Certificate
A one-page certificate covering gross valuation, retention at two rates, net due, VAT and amount in words.		Excel£3.50Buy now – £3.50
02Monthly Valuation Workbook
The full monthly valuation: trades, prelims, fees, materials, variations, contingency and summary.		Excel£3.50Buy now – £3.50
03Application for Payment
The Contractor's interim application, with contract sum analysis and a payment dates calculator.		Excel£3.50Buy now – £3.50
04Variation Register
Quoted, assessed and agreed values, status, % complete and this-valuation figures.		Excel£3.50Buy now – £3.50
05Final Account Statement
Additions and omissions, optional LADs, retention and the balance due.		Excel£3.50Buy now – £3.50
06Instruction Register
Logs CA, EA, site and change instructions, with days-open tracking.		Excel£3.50Buy now – £3.50
07Architect's / CA Instruction
A clear instruction form for SBC, IC and MW contracts, with an estimate box.		Word£3.50Buy now – £3.50
08Employer's Agent Instruction
An instruction form for Design and Build that records Changes and their effect.		Word£3.50Buy now – £3.50
09Site Instruction
Records instructions given on site and tracks their formal confirmation.		Word£3.50Buy now – £3.50
10Variation Instruction / Change Request
A three-part form covering the request, the Contractor's price and time, and the decision.		Word£3.50Buy now – £3.50
11Payment Notice
A Construction Act payment notice with a page of guidance on timing and content.		Word£3.50Buy now – £3.50
12Pay Less Notice
A pay less notice with itemised deductions and guidance notes.		Word£3.50Buy now – £3.50
13Vesting Certificate
For off-site listed items: schedule, ownership, insurance, bond and signatures.		Excel + Word£3.50Buy now – £3.50
Total if bought individually£45.50
Full pack bundle (all 13 + how-to guide)Excel + Word + PDF£24Buy now – £24.00
You save£21.50 (47%)

Full pack

£24

instead of £45.50 · save £21.50

Buy now
PRODUCT PAGE TEMPLATE · EXAMPLE: 13 VESTING CERTIFICATE
Shop › Vesting Certificate
Vesting Certificate Excel example, page 1
Excel + WordNew

Vesting Certificate – materials and goods off site

£3.50
Buy now – £3.50

Instant download via Payhip

What it does

Before you pay for materials that are still in a supplier's yard, you want evidence that they exist, are set aside for your project and will become the Employer's once paid for. This certificate records exactly that on one signed document. The total carries straight to the "materials off site" line of the Interim Valuation Certificate.

What's included

  • Excel BLANK + EXAMPLE (with Guidance sheet)
  • Word BLANK + EXAMPLE (with guidance page)
  • PDF previews of both examples, plus a Read Me with the licence

Key features

  • Supplier, storage location and bay details
  • Itemised schedule with identification marks, quantities and calculated values
  • Six Yes/No confirmations, with a warning if any is "No"
  • Insurance and optional bond fields
  • Signatures for supplier, Contractor and Employer / CA
Whether off-site materials can be paid for depends on your contract. Most JCT forms limit it to listed items and set conditions. Check the off-site materials provisions in your own contract. Not legal advice.
Get this and 12 more templates for £24
Save £21.50 against buying them one by one

Who it's for

Made for people who live with the monthly payment cycle

Contractor QSsApplications, variations and final accounts
Consultant QSs & CAsValuing and certifying work
Employer's agentsJCT Design and Build projects
Small contractorsProfessional paperwork without building it yourself
Trainee QSsLearn the cycle from worked examples

How it works

From checkout to your first document

Choose

Buy the full pack or a single template.

Download

Payhip emails your download link straight away.

Open the example

See a finished document for a fictional project.

Use the blank

Fill in the yellow cells, check against your contract and issue.

FAQs

Questions before you buy

Which contracts do the templates suit?

JCT contracts, including Standard Building, Intermediate, Minor Works and Design and Build forms (2024 and 2016 editions). Clause boxes are left for you to complete from your own contract. Contract information relates to JCT contracts only.

Do the templates contain JCT contract wording?

No. All the wording is original and refers only to contract sections and clause numbers. You need your own copy of the relevant JCT contract. The templates are not produced or endorsed by the JCT.

What software do I need?

Microsoft Excel and Word 2016 or Microsoft 365 (Windows or Mac). The files also open in LibreOffice. Google Sheets opens the workbooks but ignores the sheet protection. There are no macros.

Can I change the templates?

Yes. Sheets are protected with no password, so you can unprotect them, add rows, add your logo and adjust the wording.

Is this legal advice?

No. The templates and notes are practical tools. Periods, clause references and notice requirements are those set by your own contract. The templates do not replace professional advice on specific disputes.

How do I get the files?

Checkout is through Payhip. You get a download link on screen and by email straight after payment.

Can I use them for my whole company?

One purchase licenses one business to use the templates on its own projects. See Licence & Terms.

What if a file won't open?

Email us and we will fix it or refund you.

About

Built by a QS, for QSs

I'm Mark Kimpton, a practising quantity surveyor in the UK with over 20 years' experience working for some of the UK's largest clients, developers, consultancy firms and contractors, across high-end residential, volume residential, local and national government, warehousing, industrial and commercial projects. The QS Commercial Starter Pack is the tidy, consistent set of documents I wanted from day one: working formulas, cells that are hard to break, and a worked example for every template.

All the wording is written from scratch in plain English. Published by Construction Templates.

Contact

Questions before you buy, or a problem with a download?

Email: Mark@bellapropertysolutions.com

Lost your download? Use the link in your Payhip receipt, or email us with your order number.

Stop rebuilding the same spreadsheets.

All 13 templates, the worked examples and the how-to guide, for £24.

Buy now – full pack £24

Each template on its own