A kitchen quote, start to finish

This video follows one kitchen quote from the deal to a signed job: the estimate, the builder's steps, catalog products with photos, the store search, takeoff quantities, your margin, the client's copy, sending and signing, and what Won sets up.

The estimate

It starts on the deal. On Estimates and files, click New estimate for a kitchen, and the questions open with the client's details in. At the house, answer them, draw the layout, take photos, and click Save estimate. The deal moves to Awaiting quote.

Draft with ECHO

On the estimate's Summary, Draft a quote with ECHO prices each part from your Price Book and shows the quote it proposes; nothing is made until you click Confirm. Or click New quote on the deal, and the builder opens with the client filled in.

Step by step

The builder goes in order: Customer and project, Project type, then Kitchen layout, from a single wall to a U shape with an island, which sets the size every item is priced for. Leave something blank and ECHOPS asks before the next step: zero is fine, empty is not.

Cabinets

On Cabinets, pick the line from your catalog. The client price is the list price times the line's multiplier, so type the list price from your design file and the door style. Add the boxes to install, crown molding, and knobs and pulls. Your cost and margin sit beside the price.

Countertops

Countertops are priced by the square foot. Pick where the stone comes from, type the area or add up the pieces in inches, then pick a level to quote the whole price group, or one color. Add the edge, cut-outs and backsplash. The line shows square feet times the price.

Fixtures with photos

On Fixtures, tap what the job needs, like the sink, faucet and disposal, and pick each product from your catalog. Its price is your cost times the fixtures markup, and its photo comes along to the line on the client's quote.

The store search

Not in your catalog? Search the store finds live prices with photos. Add puts it on at its price as your cost, times the markup, with the store as its supplier on the order list. Owners and admins can save it to the catalog.

Takeoff quantities

Working from plans? On the Quote step, open a drawing, switch to Takeoff, set the scale and measure. Add to quote lists what will change; confirm, and the quantities go straight into the quote's lines.

Your margin

The Internal panel holds what's only for you: labor, materials, fees, crew hours, and the margin in dollars and percent, updated with every click. With the client beside you, the eye button hides it.

The client's copy

The last step, Quote, lists every line as the client reads it, with its photo; Hide photo or Replace photo changes one line. Before you print checks the customer, the address and each step, and Print and PDF show exactly what the client gets.

Send and sign

Click Send. Ready to sign online lists anything missing. Add the client's email and a note, and click Send email, or Make a link to copy. The client opens the link, reads the quote with its photos, types their name, ticks the box and clicks Sign.

Won

Signing makes the deal Won by itself. The job opens as a project, its order list fills from the quote's materials, the sub's labor goes on the labor sheet, and the payment schedule becomes invoices, the deposit billed first.

Tip: to offer a second version, click Duplicate as new option and send both on one link.