Quote and Price Book setup

This video sets up how you quote: the quote defaults, the quote setup behind the builder, the Price Book, your project stages, and change orders and warranty. Owners and admins set these up.

Payment plan and discounts

Open Settings, then Quote defaults. The payment plan is the steps a customer pays in, like a deposit at signing. Name each step and give it a percent; click Add step for more. They have to add up to one hundred percent. Discount presets are one-click discounts for the builder, by percent or dollar amount.

Validity, tax and terms

Under Validity, tax and terms, set how many days a quote is valid, your sales tax rate, and what it applies to: no tax, materials only, or everything. Type the terms printed on the quote. New quotes start with these; quotes already made keep their own.

Project types

Quote setup is how the builder works. On Project types, each kind of job has its sizes, its steps, and the trades each step offers. Tick Offered on new quotes, and use the arrows to order them. Add a project type starts one blank, or from a ready kind of job.

How a job runs

Each project type also has How a job of this kind runs. Choose a project, stage by stage on Projects, or a quick job, one visit, on Jobs. If your trade runs quick jobs, set those types to quick, and when a deal of that kind is won, its job lands on Jobs.

The other tabs

The other tabs fill in the rest. Crew roles sets what each role costs you per hour. Permits lists your permit offices, the ZIP codes they cover, and what each permit costs you and the client. Combined lines prints several items as one line. Markups and waste sets your markups on cost, and the waste on tile and flooring.

The Price Book

The Price Book holds everything you sell. It starts with example prices, so replace them with your own. Items and prices lists your items by trade. Products holds the catalog, like cabinet lines, stone, tile and fixtures. Search, or pick a project type to see what it offers.

Editing an item

Click Add an item, or Edit on one. Give it a name, the description the client reads, and its unit. Set the client price and your cost, and the margin shows as you type. Choose where it's offered and how it's taxed, and add a photo. Turn off an item you don't sell: it stays in the book, hidden from quotes.

Many prices at once

Grid by size shows a project type's sizes as columns, so you can change many prices at once; nothing saves until you click Save all. Or click Download CSV, change prices in a spreadsheet, and bring it back with Import CSV. You see every change before you click Import.

Project setup

Project setup holds your own project stages. Name each stage, pick its color, and list the checks asked before a job moves on. Click Add a stage, move stages earlier or later, or remove one. The last one is the completion stage.

Before a job starts

Below, Before a job starts lists the project manager's checks when a job moves to Started. Status colors sets the colors before and after your stages. Handoff questions are asked on every won job before work starts.

Change orders and warranty

Change orders and warranty sets how many months the warranty runs from completion, which service calls use, and the terms printed on change orders. Leave the terms empty to use the standard ones.

Replace the example prices with your own before your first real quote goes out. Next: Automations, integrations and your data.