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View your overall profit/margin for your project

Currently in order to check your overall project margin/profit you must have a Quoter/Builder account, as this is the only way you can access this feature.

 

If you would like to be setup with this feature, including the ability to edit your rates and margins for your project, please reach out to us via the chatbot in the bottom right, or via contact@buildpartner.com

 

In order to check your overall profit/margin please follow the below steps.

 

  1. Login to your Builder/Quoter account.
  2. Navigate to the project you would like to examine, via the homepage.
  3. Click on the “Quotes” tab.
  4. Download your export via excel.
  5. Open your Excel extract.
  6. Click on the “Stage” tab, here you can see a new line item called “Of which is Margin”

Of Which is Margin is the overall margin/profit you have on this project.

 

So for example if your overall cost of your project circled in red is ₤184,179, your margin on this project is ₤60,886.28, highlighted in yellow.

 

This means that your project cost without margin would be: 
₤184,179 – ₤60,886.82 = ₤123,292.18

Walkthrough – Terraced side return

This is a tutorial walkthrough to how to approach creating this common project request.

The most common scenario we see for this is:

Small infill extension with structural works to open up existing kitchen and existing rear reception room to form open plan space.

  1. From scope choose extension
  2. Add ground floor side infill extension template.
  3. Add kitchen/living room/dining room template from new build/extend option and adjust area to include whole room.

Walkthrough – Loft Conversion

This is a tutorial walkthrough to how to approach creating this common project request.

The most common scenario we see for this are:

  1. Hip to gable to form master bedroom with ensuite
  2. Hip to gable with dormer to form master suite with ensuite
  3. Hipped roof kept with side and rear dormer to form 2 bedrooms and shower room
  4. Remove the existing roof, and replace with steeper pitch to allow head height to convert loft space (with or without dormer)

Scenario: Hip to gable to form master bedroom with ensuite

  1. Add hip to gable loft extension, from extension scope.
  2. From new build/extend option – add bedroom template + add ensuite template.

Scenario: Hip to gable with dormer to form master suite with ensuite

  1. Choose extension or new build from the scope options
  2. Add hip to gable loft extension
  3. Add dormer window template
  4. From new build/extend option – add bedroom template + add ensuite template.

Scenario: Hipped roof kept with side and rear dormer to form 2 bedrooms and shower room

  1. Add dormer extension template x 2nr assuming they are separated.
  2. From new build/extend option – add bedroom template + add shower room template.

 

Scenario: Remove the existing roof, and replace with steeper pitch to allow head height to convert loft space (with or without dormer)

  1. This is similar to a piggy back loft extension, so pick extension on scope
  2. Choose piggy back loft extension
  3. If needed remove/omit the allowance for external walls if you don’t want this.

 

Walkthrough – Rear extension work

This is a tutorial walkthrough to how to approach creating this common project request.

The most common scenario we see for this is:

Ground floor works to open up existing kitchen and dining room into the extension to provide open plan living kitchen and dining space to the rear. Rear of garage converted into utility and WC space, front of garage left as storage

  1. Choose Extension and remodel options from the scope menu
  2. Choose Ground floor rear extension template – adjust dimensions to include the external dimensions of the extension shell.
  3. Add kitchen/living room/dining room template from new build/extend option and adjust area to include whole room.

  4. Then add from the remodel options – Utility room, WC.
  5. Adjust dimensions of the Ground floor rear extension to include the external dimensions of the extension shell
  6. Adjust dimensions of the kitchen/living/dining room to include

Note: if you want to conduct work on a storage room, choose storage room from the refurb options. 

Walkthrough – Bedroom over garage and rear extension

This is a tutorial walkthrough to how to approach creating this common project request.

The most common scenario we see for this is:

Ground floor works to open up existing kitchen and dining room into the extension to provide open plan living kitchen and dining space to the rear. Rear of garage converted into utility and WC space, front of garage left as storage

There’s two parts to this scenario, Ground floor extension and garage conversion:

  1. From scopes choose specification Extension

  2. Choose Ground floor rear extension

  3. Add kitchen/living room/dining room template from new build/extend option

  4. Adjust dimensions of Ground floor rear extension to include the external dimensions of the extension shell

  5. Adjust area of kitchen/living room / dining room adjust area to include whole room.

For the second part of this scenario, Garage conversion:

  1. Add Garage Conversion from the new build/extend option.

  2. Then add from the remodel options – Utility room, WC.

  3. From refurb option – storage room, if you want to carry out any works to this.

Note: If it hasn’t been mentioned. If the bedroom is an existing rooom or if this will be part of a first floor extension:

IF existing, then choose remodel option – Bedroom template

IF first floor extension, choose First floor extension template + then add room for New build/Extend option and then select Bedroom template.

Walkthrough – Part two storey, part single storey rear extension

This is a tutorial walkthrough to how to approach creating this common project request.

There are two common scenarios we see for this:

  1. Ground floor works to open up existing kitchen and dining room into the extension, so as to provide open plan living kitchen and dining space to the rear.
  2. First floor to extend a bedroom and increase the size of the family bathroom.

Scenario 1:
Ground floor works to open up existing kitchen and dining room into the extension to provide open plan living kitchen and dining space to the rear.

For this scenario:

  1. Choose Ground floor rear extension template ( in extension scope)

  2. Add kitchen/living room/dining room template from new build/extend option

  3. On the Areas page, adjust dimensions of the Ground Floor Rear extension to include the external dimensions of the extension shell.
  4. On the Areas page, adjust area of Kitchen/living/dining to include whole room.

Scenario 2:
First floor to extend a bedroom and increase the size of the family bathroom.

For this scenario:

  1. Choose First floor extension template (in extension scope)

  2. Choose 1 x bathroom and 1 x bedroom template from new build/ extend option.

  3.  On the Areas page, adjust dimensions of the First floor extension to include the external dimensions of the extension shell

Add a new area to your Cost Plan / Schedule

Sometimes you may have missed an area when going through the cost plan wizard.

To add a new area to the project, you can do this two ways:

1. Add a new area, with pre populated costs and tasks

2. Add a new area with a blank template, no tasks or costs for this area or shell.

View the below video to understand how to do this.

Apply your own rates to your schedule – Video Tutorial

  • If you would like to apply your own material and labour rates to your own schedule, you can do this by using our quoters account.
  • To be setup with a quoters account, please reach out to us via the chatbot on the bottom right or via contact@buildpartner.com to create an account for you.
  • Or you can invite yourself as a builder via the Invite builder button found on the Quote Page.

 

Request a new task

 

When adding new tasks to your schedule, sometimes you won’t be able to find what you’re looking for.

  • First if you are unable to find a task, try either “Hiding all” substages and searching for the task. 
  • Or, Click the “Add task” button above and search for your task there.

If you are still unable to find your task, it is easy to request a task by doing the following:

  • Using the Substage button, click “Display All” substages

  • Navigate to the substage you would like to add the task too.
  • Type in the task you would like to add
  • Click the “+Add task” button below the dropdown menu

  • This will add an entry into your schedule, where our Admins will then populate the market rate for.
  • The time period for this is normally less than 1 day.
  • If you are still waiting for a long period of time, or can’t wait 1 day, reach out to us via the chatbot to the right and we will action it ASAP.

Add a new task

 

When creating a schedule there will be a large number of tasks that you might need to add.

There are two ways you can add a task, either by using the dropdown method on the schedule page, or using the “Add new task” button.

 

Using the “Add task” button

  • Navigate to the Schedules Page
  • Click the “Add Task” button
  • Search for the relevant task you would like to add in the pop up box.
  • Click on the task you would like to add
  • Edit the quantities, specification, area or whether the task is Builder supplied in the following window

  • Either search for other tasks you would like to add, or click “Add task” to add it to the schedule.

Using the dropdown method on the schedule page

  • Navigate to the Stage/Area you want to add your new task
  • If you are displaying “Substages” (green square in image below)
  • Click the dropdown and search for your relevant task you would like to Add.
  • Note that you will be only able to find Tasks within that substage.
  • If you are unable to find the Task you are looking for try “Hiding All” Substages, by navigating to the substage button (Green square, image above) and then “Hide”.
  • This will Hide all substages, and then you can search all tasks within that particular stage. 

  • Once adding the task it will add the task to the relevant substage.