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Video Tutorial – Submitting a Quote

In this video tutorial we walk you through how to submit a quote as a new builder.

Video Tutorial – Editing your schedule

In this video tutorial we walk you through how to edit your schedule.

Editing individual task labour time/rates

Labour time associated with specific tasks can have a major effect on your overall quote.

If you know the length of time that a particular task will take you can easily edit this by editing the individual task withing your quote.

  • First navigate towards your quote
  • Click edit on the individual task you would like to edit
  • Edit the associated Hours/unit for the task and rate if you a specific rate in mind for that task
  • Click Save and Exit
  • From here you can choose to either save to database or change the labour rate of this specific task.

    • Click “Save to database” – This will apply to the rate/hours to your builders database and will effect all similar tasks within the quote you are working on and all other/future quotes.
    • Click “No” – This will apply the rate/hours change to this specific task only.
  • Any individual Task labour rates/hours changes saved to the database can be viewed by navigating to the settings page and clicking “Task Labour rates”
  • Here you can view and delete any individual task labour rates/hours entries for your quotes.

Video Tutorial – Creating a Cost Plan

In this video we walk you through how to Create a cost plan.

Editing labour rates

 

To edit your labour rates navigate to your settings page:

  • If you do not have this feature, you will need to be setup with a Quoters/Builders Account. To be setup, please contact us via the chatbot in the bottom right.

On this page you can either edit either:

  • Edit the labour rates for all labour by using the Apply All function. Circled in red.
  • Edit individual margin rates and hourly costs by editing each line individually. Circled in blue.
  • Once done you can hit save and these changes will apply to your project.

Alternatively, you can edit the labour rates of an individual task within the quote itself.

 

To do so:

  • Click edit on the task you want to change.

  • Edit the rate and margin, circled in red.
  • From here you can choose to either save to database or change the labour rate of this specific task.

    • Click “Save to database” – This will apply to the rate to your builders database and will effect all similar tasks within the quote you are working on and all other/future quotes.
    • Click “No” – This will apply the rate change to this specific task only.

Editing Material Rates

Each of your quotations has an applied material rates applied to its tasks and materials.

  • In order to edit the margin associated with your quote navigate to the Materials feature by clicking the dropdown on the settings page. (If you do not have this feature, reach out to us via the chatbot in the right)

You can adjust your material rates by either:

  • Applying a bulk margin rate change to all of the tasks and materials. Circled in red.
  • Adjusting the margin or rate of a single item by searching for it in the search bar and editing the rate in the blue fields.

 

 

Alternatively, you can edit the labour rates of an individual task within the quote itself.

 

To do so:

  • Click edit on the task you want to change.

  • Edit the rate and margin, circled in red.
  • From here you can choose to either save to database or change the material rate of this specific task.

    • Click “Save to database” – This will apply to the rate to your builders database and will effect all similar tasks within the quote you are working on and all other/future quotes.
    • Click “No” – This will apply the rate change to this specific task only.