Variation Assessment & Valuation

Keep variation claims accurate, documented, and submitted before they slip through the cracks.

54 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Variation assessment and valuation is the process of reviewing contractor claims for scope changes, extracting claim details, and calculating the financial impact using contract rates.

Automation extracts claim data from emails and PDFs, retrieves applicable contract rates automatically, calculates cost impacts, and generates a formal valuation document ready for review. The result is faster turnaround, fewer errors, and surveyors freed to focus on complex assessments.

Key features
Extract variation claim data automatically from emails and PDF attachments
Retrieve applicable contract rates and historical pricing from stored schedules
Calculate labour, material, and overhead impacts against the variation scope
Generate formal valuation documents with cost breakdowns and rate justification
Flag missing information or inconsistencies for surveyor review
Route approved valuations to contractors and file copies automatically

How The Automation Works

The full workflow, from trigger to completion.

1. Variation claim receivedtrigger

Email or document arrives with variation claim details. The automation is triggered and begins processing.

2. Extract claim data

The automation reads the claim document and extracts scope, cost, dates, and project reference into structured fields.

3. Retrieve contract rates

Automation queries the contract rate schedule stored and retrieves applicable unit costs and labour rates.

4. Calculate valuation

Automation applies contract rates to the extracted scope, calculates labour, materials, and overheads, and produces a total assessed value.

5. Generate valuation document

Automation creates a formal PDF valuation document with claim summary, breakdown, rate justification, and final value.

6. Notify for review

Message sent to the project manager with the valuation summary and a link to the document for approval.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
54hrs/month
Process pain:8.2/10
Mapped by:6 Companies

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