The quote builder

The quote builder turns your Price Book into a priced quote, one step at a time. This video walks through a kitchen quote from start to finish.

Customer and project

Click New quote at the top of any page, or start one from a deal. First, the customer and project: the name, email, phone, location and project address. Link the quote to its deal, give it a title, and choose how long it's valid. Then click Next.

Project type

Pick the project type: a kitchen, a bathroom, a basement, flooring, countertops only, and more, or a custom proposal. Each type has its own steps. For a kitchen, choose the layout first, like an L shape with an island.

Cabinets

On Cabinets, choose stock, semi-custom or custom. Type the list price, your sell multiplier, and the door style. The client price and your margin show right away. Then count the installation work, like cabinets and crown molding, with the plus and minus buttons.

Countertops

On Countertops, pick the stone supplier and the color, or search the catalog. Enter the square feet, or the pieces in inches, then choose the edge and the cut-outs.

The other steps

The next steps work the same way: fixtures, drywall, plumbing, electrical, ventilation and gas, doors, windows, paint, flooring, and the appliance and plumbing hookups. Pick what's included and count what's needed, or choose no work to skip a step. Use Add a custom line for anything that isn't in your Price Book.

Permit, discounts and tax

On Permit and discounts, add the permit, any discount by percent or dollar amount, and how tax applies: none, materials only, or everything.

The quote

The last step is the quote itself. Every line shows its quantity and price. Rename a line, edit its description, move it up or down, remove it, or add a new one. Below the lines, set the payment schedule. The payments have to add up to one hundred percent.

Price and costs

The price on the side shows the client price, tax and discounts, and your own costs: labor, materials, job costs, crew hours and your margin. When the client is sitting next to you, click Hide costs while a customer is watching.

Four documents

Switch the document at the top. Client quote is what your customer sees. Crew and costs lists every line by trade, who does it, and the crew hours, with a crew sheet to print. Order list groups the materials by supplier, ready to copy or print. And Drawings holds the plans and renderings.

Before you print

Before you print or send, the checklist shows anything that's missing, like the customer's email or a valid-until date.

When the quote is ready, send it as a link for your client to read and sign online. That's the next video.