Cost estimate setup
The Price grid lets you define your reference prices by product category (e.g. flooring, paint, joinery, etc.). Each category groups several items, which lets you quickly adjust the prices for a set of products. These prices will apply to all your projects.
You can access it directly from your Workspace by clicking on "Configure the cost estimate".
The cost estimate is only available with a Integral or Enterprise.
Edit prices from the price grid
To set prices from the price grid:
In the "Direct lines" tab, select the box for the item you want to edit.
Choose between "To be priced" or "Included".
The "To be priced" option lets you set the service price manually by entering the desired amount on the keyboard.
Click the line to edit in the "VAT" column to set the VAT rate manually.
Click the "Save" button to save the changes.
The prices shown in the price grid are applied automatically to all your projects. You can still edit them if needed via the Cost estimate tab of your projects; to learn more click here.
Change the default VAT used in the cost estimate
To change the default VAT used in the cost estimate:
From the main page, click the three small lines at the top left to open the main menu
Click on "Configure the cost estimate"
Select the tab "Settings"
In the section "VAT rate", enter the new rate you want.
To confirm the change, click the "Save"
Select the professions to display in the cost estimate:
To select the professions you want to appear in the cost estimate:
From the main page, click the three small lines at the top left to open the main menu
Click on "Configure the cost estimate"
Select the tab "Settings"
In the section "Profession", select the professions you want to appear in the cost estimate.
To confirm the change, click the "Save"
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