Quoting a whole job
Quote a full kitchen, aluminium shutters, uPVC doors and windows as one job, with the bill of materials generated underneath and nothing left out.
You are not quoting a product. You are quoting a job.
A kitchen. Six profile shutters. A run of windows for the first floor.
A forgotten connector or a missing track is not an inconvenience. It is margin, and you find out it is gone in the middle of production, when it is far too late to put it on the quotation.
List everything that could go in — not what usually goes in
You set up a solution by naming it, then mapping the products that belong to it.
Everything it could need
Not the typical build. Both finishes, all the glass options, the hinges <em>and</em> the sliding system — even though a shutter takes one or the other.
An afternoon, once
Done calmly at a desk rather than in front of a waiting customer. A list made in advance is complete. A list made from memory is not.
Your range, your rates
Set up per business. A kitchen manufacturer maps kitchens, a fabricator maps shutters. Nobody inherits somebody else's idea of what a job contains.
Never fixed
A new finish arrives next season — add it. A product is discontinued — take it out. Set the sequence yourself and change it when it stops suiting you.
Select the solution, and everything is already there
Choose the solution and every mapped item appears in a table — rates already in, quantities empty.
The same screen, two trades. A real solution carries as many components as the job needs.Then you measure the site, and the quantities go in against the items actually used.
You are not building a listYou are ticking off a list you built in advance. Nothing can be left out that was never on it — which is why this works on a Saturday when the Excel version does not.
What you left blank is a recordBlack, not gold. Fluted, not plain. Sliding, not hinged. When the same customer comes back in eighteen months for the second bedroom, you are not asking him to remember what he chose.
The rest stay empty. On the shutters: no gold profile this time, one glass type, and hinges or the sliding system — never both. On the kitchen: whichever board, whichever finish, whichever hardware the customer chose.
Your customer sees a price. Your workshop sees the parts.
Creating the estimate produces both at once.
What your customer receives- The job as one price — the solution priced as one thing
- A short description — and an image, if you attached one
- Not the components — not the list, not the individual rates
- Nothing about your cost — not what you paid for the connector
What your workshop receives- The bill of materials — every component, every quantity, every rate
- Totalled — for checking the price before it goes out
- And for production — if the job is won
- Never retyped — the two were never separate documents
He is reading a price for a kitchen, which is what he asked for.
Anything you do want him to know — sizes, finishes, what is included — goes in the description, where you decide what it says.
Neither is retyped from the other. There is no evening where somebody copies a quotation into a spreadsheet to work out what to buy, and puts one number in the wrong row.
Your customer changes his mind, and both documents change with him
Every revision produces a new quotation and a new bill of materials. They cannot drift apart, because they were never two documents — they are one estimate with two faces.
Earlier versions freeze as dated PDFs and blur, exactly as product estimates do.
The same document tells the workshop what to buy
The bill of materials becomes the production requisition.
Nobody retypes it, and nobody works from a version that has been superseded.
See it set up on your own products and rates.
Ask for a demo