Quantities and rates
Check units, calculation inputs, source rates and totals against the current estimate.
Make your system feel like yours.
The way you price and present work matters. We help develop quotation layouts, estimating templates and pricing databases around your processes and branding.
Test before rollout
Prove the setup with a real job.
A familiar estimate gives your team a practical way to check a new template or pricing database before everyone starts using it.
Scope and assumptions
Make inclusions, exclusions and allowances easy for another estimator to review.
Customer quotation
Check that the layout carries the right detail, branding and final totals.
Make repeatable work easier to maintain.
Establish the structure
Agree names, units, categories and the information the estimate needs. Keep source rates and assumptions easy to identify.
Build around your workflow
Plan assemblies, estimating templates or quotation layouts around the way your team measures, prices and presents work.
Give changes an owner
Decide who updates rates and approves shared templates. Keep a tested example so future changes can be checked.
Start with a clear scope.
Tell us what you use today, the work you do and what you want to improve. We can review a suitable example and discuss the help you need before agreeing the work.
- Quotation and document layouts
- Estimating templates and assemblies
- Pricing database structure and updates
About this service.
Can you help with PlanSwift assemblies?
Yes. We can review inputs, parts and reusable assemblies around your estimating process.
Do you help with quotation layouts too?
Yes. We can discuss document and quote templates, including QuoteWerks layouts, and the information your customers need.
Can you supply all our current supplier prices?
Pricing data and update responsibilities need to be agreed for your project. We do not assume a template includes a live supplier pricing feed.