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.
To create different sections or stages for your quote, click 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, takeoff 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 aproject, the takeoff sheets are used to created the stages within the project.
Click the folder icon located on the left side of the first takeoff sheet.
Add line items for parts or materials using one of the following methods:
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.
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.