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Quote Logic
Master templates & rules. New projects inherit these; editing here only affects new projects.
Calculation Rules
Pricing
Labour & Site Prelims
Group Ordering
Inclusions / Exclusions
Rules apply globally. Any material not matched is rounded up to the nearest whole number by default.
+ Add Rule
This is the pricing template. New projects get a copy of these rates. Editing here only affects new projects.
↓ Export CSV
↑ Import CSV
+ Add Section
Define default Labour & Site Prelims groups and items for new projects. Editing here only affects new projects.
+ Add Group
Keywords define the display order of groups within each section. Highest-ranked keyword found in a group name wins. Case-insensitive.
+ Add Keyword
Your standard Inclusions & Exclusions for quote emails. Tick which apply per job on the Quote Email page. Build this master list over time.
Inclusions
+ Add
Exclusions
+ Add
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QUOTE
Files
Email
Print
Pages to print
Project Details
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Project Name / Address
Client Name
Project Description
Date Created
Project Files (OneDrive link)
Link to the engineering & architectural drawings. Opens from the "Project Files" button next to Print.
Groundplan Import
Add CSV
📄
Click to upload Groundplan CSV
or drag and drop your export here
Project Pricing
Open
This job has its own copy of the pricing, frozen when it was created. Editing the global Quote Logic will not change it.
Stage Assignment
↻ Unassign All
↩ drag here to unassign
