CRM dashboard

Demo
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SETUP

Company setup

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Download a full backup to keep a separate copy of saved jobs, prices and uploaded files.

Open Backups & restore to check your latest backup.

Company identity

Default estimating values

ESTIMATEEstimate details ClientClient not set ProjectProject not set QuoteNew estimate Edit detailsHide details

Build estimate

Build each work area, then bolt on its surfacing layers and preparation items.

Quoted value£0Excluding VAT
Estimated cost£0Includes overhead; excludes mark-ups
Contribution£00.0% margin
Total tonnage0 tAcross all material layers
Total days0.0 daysCalculated from layer outputs and allocated days
All work areas & visits0 work areas
Total tonnes
0.0 t
Total days
0.0 days

Commercial settings

Set mark-ups, daily profit and the final price adjustment.

Subcontract works

Add subcontract items that need to be included in the quote total.

DescriptionQtyUnitCost rate £Markup %Apply toQuote total

Estimate breakdown

TAKE-OFF WORKSPACEChoose a drawing
Choose an enquiry
ACTIVE: No work areaSELECT TOOLFit Drawing
Choose an enquiry and drawing to begin.

Set the drawing scale, then create your first Work Area.

Create Work Area

Set drawing scale

Uses the original PDF page size. For resized drawings, calibrate a known distance instead.

Set drawing scale

You have selected Point A and Point B. Enter the known distance between them.

This scale applies only to the current drawing page.

Take-Off Summary

ENQUIRY TAKE-OFF

Take-Off Report

MASTER DATA

Material library

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Add materials and set their buying prices and densities. Choose the laying method, depth and output on each Build Estimate layer.
MaterialCategory£ / tonneDensity t/m³Action

PLANT HIRE

Plant library

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Set your standard daily hire rates. Changes save online automatically and apply when selecting plant or starting a new estimate. Existing estimate rates stay as entered.
MachineDefault £ / day

Make your quotation your own

Choose a starting design, then tailor it to your business.

Your saved design

Company default for new quotations. Changes save automatically; saved quotes keep their own template.

Choose your starting design

Your edits to each design are remembered. Your logo, wording and pricing choices stay with you when you switch.

Live A4 preview

Example project · your company template

ESTIMATE REGISTER

Quotes & estimates

Quote template — this enquiry

Quote template — this enquiry only
Enquiry-specific settings
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Edit this quote’s wording and visible content. Colours and layout are saved with this quote. Other quotes and the master template stay unchanged. Use Save quote edits to keep your changes.

Additional items — this quote only

Descriptions shown to the client

QUOTATION
QUOTE—
DATE—
ESTIMATOR—
——
FAO—

Grand Total£0.00

ADDITIONAL ITEMS (IF REQUIRED)UNITRATE

COMMERCIAL ASSUMPTIONS & CONDITIONS