Estimate Details Tab

The Estimate Details tab is used to create and manage core information about an estimate, including client details, pricing, contract values, and site information.

Tabs Overview

• Details – Main estimate information
• Other – Additional configuration options
  (Scope, considerations and documents fields can be inserted into templates)
• Notes – Add notes to the estimate, send an email from the estimate, attach documents to the estimate.
• Activity Log – View change history

Estimate Details

General Information

• Code – Unique identifier for the estimate, this will become the job number. 
• Revision – Version number of the estimate, can be manually set or left blank if N/A.
• Description – Name or description of the project
• Current – This checkbox allows a user to archive an estimate, checked is current unchecked is archived.
• Status – Estimate status (e.g. New, Won, Lost. Buildlogic admin customisable list: Estimate Status List)
• Estimate Owner – User responsible for the estimate

Client Information

• Client – Select or create a client
• Contact – Primary contact for the client
• Client Representative – Client-side contact
• Contact Representative – Contact details for the representative
• Client Reference – Client-provided reference if applicable

Project Settings

• Contract Type – Project type (e.g. Lump Sum, Cost Plus, Design & Construct: Contract Type)
• Start Date – Expected start date
• Client Accounting System – Linked accounting system
• Category – Classification of the estimate (admin customisable list: Categories List)
• Default Variation Markup – Default markup applied to variations, system will automatically set this when a user creates a variation, can be changed any time this is just the default.
• Due Date – Estimate due date
• Follow-up Date – Next follow-up date

Contract Values

• Total Budget – Total estimated cost before markup
• Estimate Markup – Percentage markup applied
• Total Contract – Contract value including markup
• Estimate Markup ($) – Dollar value of markup
• Tax on Contract – Calculated tax amount
• Total Contract Incl Tax – Final value including tax

Actions

• Apply Markup – Recalculate contract totals after changing or setting estimate markup
• Update Rates from Price List – Refresh pricing based on supplier price list, updates any priced items in an estimate.

Site Address

• Search Address – Use address lookup to autofill address details

Actions

• Save – Save changes to the estimate
• Auto Save – Changes are saved automatically as you edit in most circumstances
• Export to Excel – Export estimate data to XLSX for re-import or external use

Reports & Exporting

• Templates – Select from available estimate templates, fully customisable on user end, contact support if not sure how to create new templates.
• Preview – View report before export
• Export Options – Word, PDF, Excel
• Email – Send estimate template directly via email
• Set Template as Primary – Set selected template as the default (appear first in drop down list)