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Guide Visuary
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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

How the cost estimate works:

  1. Make sure your existing floor plan reflects the current state as closely as possible by entering, among other things, the type of walls, windows, etc. This will provide a reliable basis for your cost estimate.

  2. Create your Renovation proposal in the Renovation floor plan tab by integrating the different elements on the plan, such as objects and coverings.

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

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

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The cost estimate is only available in the Renovation floor plan tab. It is calculated from the differences between the existing floor plan (representing the current state) 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 prices across all your projects

  1. In the Cost estimate, click "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 "Change the line for all my projects"

The price is automatically added to the Price grid and will now apply to all your projects, past 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 find it more easily.

Change prices for a single plan

To change prices on a single plan:

  1. In the Cost estimate, click "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 "Change only this line in this quote"

Please note: when you change a price by selecting "Change only this line in this quote", the price entered 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 one.

Enter the price of a material for all your projects

Method 1: Enter the selling price and the installation price

To define the price of a material from the selling price and the installation price (for all your projects):

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

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

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

For the price to appear correctly, you need to enter the "Selling price" and the "Installation price": if either one is not entered, the material will remainTo be priced" in the cost estimate.

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

To define the price of a material from the purchase price and the margin (for all your projects):

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

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

  3. Enter the "Installation price"

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

For the price to appear correctly, you need to enter the "Selling price" and the "Installation price": if either one is not entered, the material will remainTo be priced" in the cost estimate.

Enter the price of a material for a single project

To define the price of a material for a single project:

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

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

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

Change VAT

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

  1. Click "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 as to enter the desired information, either for all your projects or only for this quote.

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

    1. "Change the line for all my projects" : the change will now apply to all your projects, for both 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 Set up 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. flooring, paint, joinery, etc). You can change an entire category or only a subcategory (e.g. Doors > Front doors > Single front doors or with fixed side panel).

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

These prices are automatically applied to all your projects. You can still change them via the Cost estimate tab in your projects; to learn more click here.

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

Change text line labels

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Depending on your needs, you can change text line labels for a single project or for all your projects.

Please note: The lines appear automatically in the cost estimate, based on the changes made to 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 "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 as to enter the desired information, either for all your projects or only for this quote.

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

    1. "Change the line for all my projects" : the change will now apply to all your projects, for both 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 less useful to you depending on your trade, or if you want to remove them, you can do so from the cost estimate settings. 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 directly corresponds to a product placed on the plan

  2. Change its name in the dedicated box

  3. Confirm the change by clicking "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 affects the product name as it appears in the Product catalog.

Add and delete lines in the cost estimate

Manual addition of elements in the quote should concern only elements with no impact on the plan, for example a commercial discount or a package. For any element you add that should appear on the plan, place the element on the plan: the line will be generated automatically in the cost estimate. Entering an item such as "adding an outlet" 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 side 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 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 delete, an arrow will appear on the right side 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 in the top right

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

  • Then import the file into your billing software

The Integral subscription

Product catalog

The PDF report

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