Quotes
—
Projects
—
New Quote
Define Job Scope
Select Scope
Select Materials
CFC Construction Type
Affects batten costs and labour rates
Select Supplier
Select Brand
Select Product
Project Size & Material Delivery
| Line Item | m² | Materials | Trade Labour | Builder Labour | Margin |
|---|
Project
Insights
Areas, dollars & history
Performance
Business & contractor performance
Historical Proposal Data
—
Tasks
—
Builders
—
Builder
Relationship & activity
Admin
Settings & data
Open a supplier to update panel prices, accessory unit costs, and default delivery charge.
Set the trade cost (what you pay) and builder charge (what you invoice) per m². Margin calculates automatically.
Set how many units of each accessory are needed per m² of panel installed.
Estimated install speed (m²/day) per material type. Used to estimate job duration now, and trade performance later.
Materials waste/contingency buffer added to every quote's price to cover expected materials overruns. Calibrate it from the Estimating accuracy view on the Performance page. Can be overridden per quote.
Builders appear in the dropdown on every quote. Contractors appear when entering trade performance.
Your team members. Tasks can be allocated to anyone here.
The manual items each allocated trade must clear before going on site (you produce or request these). They show on every project's Compliance tab, and any outstanding one becomes a task on the worklist. “White Card sighted” is special — it ticks off per worker from the trade's roster.
All your data lives only in this browser on this device. Export a backup file regularly and keep it somewhere safe (email it to yourself or save to a cloud drive). Restoring replaces everything currently in the app with the contents of the backup file.
Paste rows straight from your historical projects spreadsheet (select the data rows in Excel/Google Sheets and copy). Columns, in order: Proposal ID, Dwellings, Levels, Dwelling Type, Status, Revenue, Subcontractor, Materials, Gross Profit, Ext AAC m², Party Wall m², CFC m², Render m², Paint m². The header row and a Totals row are ignored. Press Preview to check before importing.