How to manage work certifications [2023]?

A work certification is a document through which a budget created for a construction process is converted into an invoice. Certifications have the function of assessing the work that is being done in the different phases of the construction or renovation process.
Table of contents

1. What is a construction certification? 

A work certification is a document through which a budget created for a construction process is converted into an invoice. Certifications have the function of assessing the work that is being done in the different phases of the construction or renovation process.

A work certification serves to compute the work performed in each phase or period and thus bill (and collect) on a regular basis without compromising the financial stability of the work and the company.

At TRIBBOOwe automate the creation of certifications. Based on the information of your project, the data of your work budget, with an agile and accessible service through the monitoring and management tool of the work. Through a practical solution with no additional cost of the platform. In this way, we avoid payment delays and cash flow problems. 

2. How to make a construction certification?

Before starting the certification process you will need to be ready:

 

  • Project information: dossier, award, final agreed budget, execution deadlines, expected start and completion dates and location. On Tribboo you can create your final budget and send it to your client. You will be able to sign the contract with the client, closing the deal with our digital signature. You can also gather all the necessary documentation (plans, files...) in the "documents" section. 

It is necessary for the certification to show all data in a clear and easy to read form. At least the following information must appear on the certification:

  • Certification data: creation date, period, certification number within the series and reference. This data is automatically entered in TRIBBOO.
  • Contractor and client data: NIF, company name or fiscal address. On Tribboothese fields are filled in automatically, with the information of the client of the project. You define the period of the series. How to create a project in Tribboo? 
  • Total credited in previous certifications: The total invoiced in previous certifications must be shown. 
  • Next, the percentage of work executed in the new certification period. Percentage executed of the different items. All the breakdown of items and concepts included in the current certification. 
  • We calculate the total to be invoiced in this certification by subtracting the total executed with the total executed in the last certification. In this way we obtain the total to be paid, knowing the total executed of the work and the remainder to be executed. This process is performed automatically in Tribboo.
  • If any, a list of all deviations that have occurred, justified and valued.

3. Which tool to use?

In Tribboo, you will be able to edit a certification template to organize the data in a clear way, with: deviations justified and concepts well explained. With the help of the planning and tracking tool, you can record the progress of the work in the form of measurement or percentage. In Tribboo you will be able to transmit in a clear way what part of the budget is equivalent to each item and how developed the project is.

If you have to prepare work certifications, we recommend using an ERP program to help you manage them if you are working on several projects at the same time. 

In Tribboo you will have a record of all your certifications and you will even be able to introduce modifications if new unforeseen expenses and possible deviations arise.

Thanks to the Tribboo tool, you will be able to easily and comfortably follow up the work certifications, without any difficulties during the management.