Estimate Trade Detail - Screen Guide

Estimate Pricing & Detail Grid Guide

This article explains how to use the Estimate Pricing grid, including trade structure, item breakdowns, and additional detail views such as rate breakdowns, quantity calculations, and supplier selections.

Trade Structure Menu (Left)

Trades are organised in a structured list as created by the user. Each trade represents a major cost category within your estimate. A user can navigate between trades quickly by selecting a trade from the list on the left hand side. This list can be hidden by using the arrow above the list if a user requires more viewing space on the page, similar to the module menu on the far left side.

Toolbar & Actions

New – Add a new row
Insert Header – Add grouping headers
Delete – Remove selected row
Refresh – Reload data
Export – Export to PDF, DOCX, RTF, XLSX
Priced Items – Insert priced items into an estimate from your price list
Copy Down – A user can put their cursor in a field and use this button to copy down to the next header
(button one right of priced items)
Move Up/Down – Use these arrows to move lines up or down in your estimate detail list
Colour Assignment – use this selection to change the colour of lines, same as trade summary list.

Other functions:

Set Header Levels (Detail / Level 1 / Level 2) changes a detail line into a header line vice versa
Delete Selected Rows delete selected rows, used for deleting many lines at once.
Copy, Cut, Paste rows between estimates or into the same estimate
Insert New Row Above selected use this function to insert a row above your selected row, save having to move a new line into the correct spot after entering.
Create Email from selected rows - creates an email with a formatted table including detail of the selected rows, good for supplier quote requests.

Pricing Grid Columns

Column	Description
Item #	Part number if using priced items
Description	Item description
Cost Code	Cost classification
Reference	Reference code
Quantity	Item quantity
Units	Measurement units
Rate	Unit rate
Extension	Calculated value (Qty × Rate + Waste)
Markup %	Markup percentage applied
Gross	Total including markup
Tax Code	Tax Type (GST, GNR, FRE, N-T)
Option	When your quote has multiple options for the client you can select the option they chose here before converting to a job

Rate Breakup Details

Double click on the rate of a line item to open the "Rate breakup details"

In this screen a user can enter any component details that make up the main line, this allows users to enter a line item that is calculated by the rate breakup behind the scenes.

When all breakup lines have been entered use:

Save and Close Rate Breakup

Quantity Calculations

Create calculated quantities using dimensions, similar to the rate breakup, the user has control over the QTY calculation details, this can be used to formulate your estimate quantities where necessary. Double click the QTY field to open the QTY calculation details. A user can use the buttons along the bottom to automatically enter the count, per meter, meter squared or meter cubed calculations.

Fields include Length, Width, Depth
Supports Number, Area, and Volume calculations

Use Clear Qty Calc to reset calculations

Saving Changes

Preview changes
Save changes
Cancel changes

Validation errors will appear if invalid values are entered, make sure the save changes button goes grey after saving or your changes may have problems that need to be addressed before the grid can be saved.