1
Click + New Estimate
The button is on the Estimates list.
Build an estimate and read the price
The example is the Floor tiles (illustrative) template.
2
Click a template
"Choose a template. You can paste the customer's email on the next page." Here: Floor tiles (illustrative). Others include Chain-link fence, Pipes and fittings, Porta cabin and Precast elements.
3
Click Source: start from an email
The section is closed by default. Open, it asks you to paste the customer's email, or you can fill in the details below.
4
Click Room length (m)
Under 2. About the floor enter the room, the tile and the layout. Each field shows its allowed range.
5
Click Margin on cost (%)
It is added to the cost to give the price. The customer only sees the price. Change any number and the model and the price update at once.
6
Read 3. Price
The total including VAT, then Tiles and materials, Laying and finishing, Delivery and site, Overhead, Total before VAT and VAT 18%. Tile range options compares Basic, Standard and Premium.
7
Click How the price is built
The section is for your team. Open, it shows the cost build-up as a bar and a list.
8
Click Bill of materials
The section is for your team and the factory. Open, it lists each item with unit, quantity, unit cost and cost, and an Edit link.
Use an estimate on a tender
An estimate can price rows of a tender BOQ. The Tender management guide shows the whole tender.
1
Click Costing
On the tender, the Costing tab lists estimates and RFQs as Cost sources.
2
Click Add rows
It gives an estimate more BOQ rows to price.
3
Click Apply to 3 rows
Applies the estimate's cost to the ticked rows, with the markup. This guide did not apply it.
4
Click Open
It opens the estimate.
5
Click Back to the BOQ
The estimate shows its tender at the top. Back to the BOQ returns you to the rows it prices.
