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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Cost estimate

L'estimatif sur Visuary

The cost estimate is only available with a subscription Integral or Enterprise

How the cost estimate works:

  1. Make sure your Existing floor plan best reflects the existing layout by entering, among other things, the type of walls, windows, etc. This will provide a reliable basis for your estimate.

  2. Carry out your Renovation proposal in the Renovation floor plan tab by adding the different elements to the plan, such as objects and coverings.

  3. The cost estimate is generated automatically based on the changes made to the renovation floor plan.

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The cost estimate is available only in the Renovation floor plan tab. It is calculated from the differences between the Existing floor plan (representing the existing layout) and the renovation floor plan on which you build your work proposal.

Create a Renovation proposal

Partition or create new rooms

Add or customize elements on your plans

Enter and change prices

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Depending on your needs, you can change the price for a single project or for all your projects.

Change the price for all projects

To change the prices for all your projects

  1. In the cost estimate, click on "To be priced" for the line of your choice

  2. Enter the new price of the product in the dedicated field

  3. To confirm, click the button "Change the line for all my projects"

The price is automatically added to the Price grid and will now apply to all your projects, both old and future.

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When you hover over a line in the cost estimate, the corresponding product on the plan is highlighted in blue so you can identify it more easily.

Change prices for a single project

To change the prices on a single plan:

  1. In the cost estimate, click on "To be priced" for the line of your choice

  2. Enter the new price of the product in the dedicated field

  3. To confirm, click the button "Change only this line in this quote"

Note: when you change a price by selecting "Change only this line in this quote", the indicated price will appear only in the quote for the Scenario. If you have several renovation floor plan scenarios within the same project, you will need to change the amounts for each of them.

Enter the price of a supply item for all your projects

Method 1: Enter the sales price and the installation price

To set the price of a supply item from the sales price and installation price (for all your projects):

  1. In the cost estimate, click on "To be priced" for the line of your choice

  2. Enter the "Sales price" and the "Installation price"

  3. To confirm, click the button "Change the product for all my projects"

For the price to display correctly, you need to enter the "Sales price" and the "Installation price": if one of the two is not entered, the supply item will remain "To be priced" in the cost estimate.

Method 2: Enter the purchase price and the margin you want

To set the price of a supply item from the purchase price and margin (for all your projects):

  1. In the cost estimate, click on "To be priced" for the line of your choice

  2. Enter the "Purchase price" and the "Margin": the sales price will be automatically calculated from this information

  3. Enter the "Installation price"

  4. To confirm, click the button "Change the product for all my projects"

For the price to display correctly, you need to enter the "Sales price" and the "Installation price": if one of the two is not entered, the supply item will remain "To be priced" in the cost estimate.

Enter the price of a supply item for a single project

To set the price of a supply item for a single project:

  1. In the cost estimate, click on "To be priced" for the line of your choice

  2. Enter the "Unit price" in the dedicated field

  3. To confirm, click the button "Change only this line in this quote"

Change VAT

To change the VAT of an item in the cost estimate:

  1. Click on "Cost estimate" on the right side of the screen

  2. Select the VAT

  3. In the box that appears, change the rate shown by default so that you can enter the desired information, either for all your projects or only for this quote.

  4. Confirm the change by clicking the corresponding confirmation button for the desired scope:

    1. "Change the line for all my projects" : the change will now apply to all your projects, for all your future and past projects.

    2. "Change only this line in this quote" : the change will apply only in this quote, for this plan scenario.

Change prices from the price grid

Change prices from the price grid

To change a price from the price grid:

  1. On the home page, click Configure the cost estimate on the left side of the screen

  2. The Price grid lets you define your reference prices by product category (e.g. floors, paints, joinery, etc). You can modify an entire category or only a sub-category (e.g. Doors > Front doors > Single front doors or with fixed side panel).

  3. Click the "Save" button once you have finished your changes

These prices are automatically applied to all your projects. You can, however, change them by going to the Cost estimate tab of your projects. To learn more click here.

To learn more about setting prices from the Price grid, click here.

Change the label of text lines

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Depending on your needs, you can change the label of text lines for a single project or for all your projects.

Note: The lines appear automatically in the cost estimate, depending on the changes made on the renovation floor plan scenario. You cannot change this operating mode.

Change the name of an induced line

To change the label of an induced line:

  1. Click on "Cost estimate" on the right side of the screen

  2. Click the induced line of your choice

  3. In the box that appears, change the text label so that you can enter the desired information, either for all your projects or only for this quote.

  4. Confirm the change by clicking the corresponding confirmation button for the desired scope:

    1. "Change the line for all my projects" : the change will now apply to all your projects, for all your future and past projects.

    2. "Change only this line in this quote" : the change will apply only in this quote, for this plan scenario.

If some induced lines seem of little use for your trade, or if you want to remove them, you can do so from the cost estimate configuration. To learn more click here.

Change the name of a product

To change the name of a product:

  1. In the cost estimate, select a line that corresponds directly to a product placed on the plan

  2. Change its name in the dedicated box

  3. Confirm the change by clicking on "Change the product for all my projects"

Changing the name of a product will have no impact on the cost estimate itself. This change only concerns the product name as it appears in the Product catalog.

Add and delete lines in the cost estimate

Manual addition of items to the quote should concern only items with no impact on the plan, for example a commercial discount or a flat fee. For any item that should appear on the plan, place the item on the plan: the line will be generated automatically in the cost estimate. Entering an element such as "adding a socket" without placing it on the plan will make the plan and your measurements incorrect.

Add a new section

Add a section in the cost estimate

To add a section:

  1. Click Cost estimate

  2. Expand the cost estimate to the very bottom of the menu

  3. Click "Add a section"

  4. Click the green text fields to edit them

  5. Enter the sub-item information by clicking it (price, quantity, Unit, VAT)

  6. Click the arrow icon at the bottom of the menu to close it.

Add a new item

Add an item in the cost estimate

To add an item:

  1. Click Cost estimate

  2. In one of the sections already existing, click "Add an item" at the bottom of the section

  3. Click the green text fields to edit them

  4. Enter the sub-item information by clicking it (price, quantity, Unit, VAT)

  5. Click the arrow icon at the bottom of the menu to close it.

Add a sub-item

Add a sub-item in the cost estimate

To add a sub-item:

  1. Click Cost estimate

  2. Move your mouse below an existing sub-item ; click the "+" button that appears when you hover over this area

  3. Click the green text field to edit it

  4. Enter the sub-item information by clicking it (price, quantity, Unit, VAT)

  5. Click the arrow icon at the bottom of the menu to close it.

Delete lines in the cost estimate

Delete lines in the cost estimate

To delete a line:

  1. Click Cost estimate

  2. Hover over the item or sub-item you want to delete, a trash icon will appear on the right of the line

  3. Click the trash icon to delete the line

The lines are not permanently deleted; they remain visible in red in the cost estimate.

But they will not appear either in the Excel export, or on the Cost estimate page of the PDF report.

Make a deleted line reappear

Restore a deleted line

To restore a line:

  • Click Cost estimate

  • Hover over the item or sub-item you want to restore, an arrow will appear on the right of the line

  • Click the arrow to make the line reappear

Export the cost estimate

Three exports let you download the cost estimate:

  • The PDF report

  • The Cost estimate export (.xlsx)

  • The Cost estimate export (billing software) : compatible with Obat, Costructor, Progbat and Batappli.

Export the cost estimate to billing software

To export the cost estimate to billing software:

  • Download the export by clicking the 3 dots located at the top right

  • Select "Exports" then "Cost estimate export (billing software)"

  • Then import the file into your billing software

The Integral subscription

The Product catalog

The PDF report

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