Workspace / Overview
Good morning
Here's what's happening with your quotes.
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Recent quotes
| Quote | Customer / project | Date | Status | Total |
|---|---|---|---|---|
| No quotes yet. Create your first quote to get started. | ||||
Quotes / New quote
Create a quote
Start with the customer and job details, then select the work to include.
1. Customer and project
2. Customer brief & site information
3. Select work included in this quote
Choose the work types required. You can change these later.
Drafts are saved to the secure business workspace. Select only the work included in this quotation.
Quotes / Estimator
Estimate work components
Enter measured quantities to see component costs and a provisional selling-price roll-up.
Estimate using the business settings and v52 costing rules. Confirm supplier pricing, site conditions and all labour allowances before submitting a quote.
Client plans & documents
Upload plans, drawings, PDFs and site photos for this job. Files are stored privately against this quote.
Create or open a quote to manage its documents.
No documents loaded.
Job crew mix
Choose the crew expected to complete this job. Loaded cost rates drive labour costing; indicative selling rates are references only.
Blended loaded labour costChoose crew
Work included in this quote
Only selected work is included in the price. Change scope here if the customer brief changes.
Turf
Mulch
Paving
Live estimate
Turf direct cost$0.00
Mulch direct cost$0.00
Paving direct cost$0.00
Planting direct cost$0.00
Garden bed preparation$0.00
APG plant order$0.00
Irrigation direct cost$0.00
Subcontractors$0.00
Manual lines$0.00
Direct cost total$0.00
Overhead (10%)$0.00
Target margin30%
Selling price ex GST$0.00
GST$0.00
Total inc GST$0.00
Enter quantities to see calculation warnings.
Workspace / Quotes
Quotes
Your recent estimates and customer proposals.
| Quote | Customer / project | Status | Work types | Total | Action |
|---|---|---|---|---|---|
| No quotes yet. | |||||
Workspace / Customers
Customers
Customer records from your business database.
| Customer | Type | Phone | Added | |
|---|---|---|---|---|
| Loading customer records… | ||||
Workspace / Settings
Business settings
Rates and costing controls for authorised owners.
Configuration status
The application will hold overhead recovery, target margin, GST, supplier catalogues and employee costing in the business settings area.
Employee pay data is protected by owner-only database policies. The estimator role cannot read employee records or loaded payroll settings.
Quotes / Review & issue
Quote review & validation
Complete all 20 checks before owner approval. Issued quote versions are locked in the database.
Release gate
Reviews outstanding.
Customer quote preview
Complete an estimate to preview customer-facing pricing.