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Detailed quotes are designed for large scale works that span a number of weeks. This type of quote allows you to break down work activities into take-off sheets (such as stages), which can easily be converted to a project once the work has been awarded.

The key features of detailed quotes include:

  A duration tool which assists in calculating an expected duration of the task.

  The ability to add allowances such as site allowances or living away from home.

  The ability to use different labour rates and allocate labour by hours or percentages.

Create a detailed quote

A detailed quote is created in the same manner as a 'simple' quote via the Create menu.

  1. Create a quote.
  2. Toggle the Quote Type to 'Detailed'.

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  3. Edit the Task or Quote Descriptions if needed.
  4. Add Notes, Documents/Photos, Linked Tasks and/or Exclusions as appropriate.
  5. To create different sections or stages for your quote: c lick Add Takeoff Sheet and label each takeoff sheet for this quote.

    What is a Takeoff Sheet?

    A 'Takeoff Sheet' is used to breakdown a large job into specific part(s) or phases. For example, t akeoff sheets could be the levels of a building (Basement, Level 1, Level 2) or the phases of a renovation such as foundations, external, internal, etc. When a detailed quote is converted to a project, the takeoff sheets are used to created the s tages within the project.

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  6. Click the folder  icon located on the left side of the first takeoff sheet.
  7. Add line items for parts or materials using one of the following methods:
    1. Add Line Item - allows you to manually enter ad hoc items.
    2. Add Option Group - allows you to list various pricing options in a separate group on the quote.
    3. Multi-Search - allows you to select items from inventory lists, previous quote history, and task worksheets.
    4. Supplier Catalogues - (requires configuration) allows you to select items directly from a supported supplier's online catalogue.
    5. Bulk Import - allows you to import line items from a .CSV or .XLS file.
  8. Enter the total labour time associated with each line item into the Hrs field.
  9. Once all items and labour have been added, click Save.

    The Material Cost and Hours shown at the takeoff level are the total value and hours of all items within the takeoff sheet.

Import from quote history

Once you have a few quotes in the system, you can create quotes faster by importing individual takeoff sheets (including line items) or an entire detailed quote.

  1. Click Multi-Search > Quote History (Detailed).
  2. Use the search boxes at the top, or scroll to find the quote you need.
  3. To import an entire quote: double-click the quote name.

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  4. To import individual takeoff sheets (including line items), click the  (plus icon) to expand the quote, then double-click the takeoff name.

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  5. Click Save

Calculate the duration of the job

The Duration section is used to calculate how long the job will take based on the number of resources and total hours worked per week.

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Hrs/WeekEnter the number of standard working hours per week.
Total HrsCalculated total labour hours on the quote.
Resource NoEnter the number of resources you have allocated towards the work.
Labour DaysCalculated total hours on the quote divided into days.
Duration DaysCalculated total days based on the total hours on the quote and the total number of resources.
Duration WeeksAs above, displayed in weeks.
Duration MonthsAs above, displayed in months.

Add allowances

Allowances are any additional fees or charges that are calculated based on either the quoted man hours or duration of the job (e.g. Height and Site Allowances, Site Inspections).

To create a new allowance type:

  1. Click Add Allowance.

  2. Enter the name, description, and cost.
  3. Select the appropriate calculation method.
  4. Click Save.

To add an existing allowance to this quote only:

  1. Click Add Allowance.
  2. Under Quote Rate, select the Add checkbox.

    You can automate certain allowances to appear on future quotes by selecting the 'Standard' checkbox.

  3. Click Save.

  4. Click Quote to return to the quote worksheet.

  5. Select the appropriate Allowance Tax Code.
  6. Click Save.

Use multiple labour charge rates

Detailed quotes allow you to allocate labour hours to different work types (charge out rates) that may apply.

To add a Work Type to this quote only:

  1. Click Add Work Type.
  2. Adjust the Quote Rate as required.
  3. Select the Include on Quote checkbox.

    Quote work types

    You can automate certain work types to appear on future quotes by selecting the 'Standard' checkbox.

  4. Click Save.

To allocate the total quote hours across different work types:
  1. Enter the estimated % Allocated against each work type that will apply to the duration of the task.

    Alternatively, you can allocate a quantity (Qty) of hours against each work type.

  2. Click Calculate to update the labour hours and value.
  3. Click Save.

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If you choose to set work types against individual line items, the Labour Break-up section will not available.

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Mark-ups and profit margin

Detailed quotes can be marked up in the same manner as a simple quote. At the bottom of the quote screen, you can see greater detail on your cost mark-ups and final quoted values by clicking the More Detail button.

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The Total Profit Margin automatically calculates the profit percentage, profit value and profit value per hour . This is the difference between actual cost and total sell:

Total Profit Margin
[Quote Total Ex] - [Actual Cost] / [Quote Total Ex] * 100

Once you've finished the quote, it is ready to issue to your customer using an appropriate quote layout. The quote status can then be updated to 'Pending Approval' so you can follow it up at a later date.

Please refer to the following help pages:

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