CRM dashboard
Loading your commercial dashboard…
SETUP
Company setup
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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.
- 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.
| Description | Qty | Unit | Cost rate £ | Markup % | Apply to | Quote total |
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Estimate breakdown
Set the drawing scale, then create your first Work Area.
Create a Work Area
Measurements
0Build-Up
0 layersLayers use the measured total above.
MASTER DATA
Material library
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| Material | Category | £ / tonne | Density t/m³ | Action |
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PLANT HIRE
Plant library
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| Machine | Default £ / day |
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Make your quotation your own
Choose a starting design, then tailor it to your business.
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.
Your brand
PNG, JPEG or WebP, up to 1 MB.Colours
Company details
Layout & type
Your standard wording
This wording is shared by your designs. Each new quote gets its own editable copy.
Pricing columns
Quote number, date, description and grand total are always shown.
Details to include
Additional items
Rate-only prices for new quotations; excluded from totals.
| Description | Unit | Rate £ |
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Live A4 preview
Example project · your company templateESTIMATE REGISTER
Quotes & estimates
Quote template — this enquiry
Quote template — this enquiry only
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Additional items — this quote only
Descriptions shown to the client
Template preview using the current estimate’s figures. Your estimate’s saved wording has not been changed.
| ADDITIONAL ITEMS (IF REQUIRED) | UNIT | RATE |
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