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New Job
Quote Logic
Master templates & rules. New projects inherit these; editing here only affects new projects.
Rules apply globally. Any material not matched is rounded up to the nearest whole number by default.
This is the pricing template. New projects get a copy of these rates. Editing here only affects new projects.
Define default Labour & Site Prelims groups and items for new projects. Editing here only affects new projects.
Keywords define the display order of groups within each section. Highest-ranked keyword found in a group name wins. Case-insensitive.
Your standard Inclusions & Exclusions for quote emails. Tick which apply per job on the Quote Email page. Build this master list over time.
Inclusions
Exclusions
The standard terms printed at the foot of every quote document. Keep them broad — the detail belongs in the conversation. Drag to reorder; the order here is the order they print.
Quote terms
QUOTE
Pages to print
Project Details
Link to the engineering & architectural drawings. Opens from the "Project Files" button next to Print.
Groundplan Import
📄
Click to upload Groundplan CSV
or drag and drop your export here
Project Pricing
This job has its own copy of the pricing, frozen when it was created. Editing the global Quote Logic will not change it.