In this article
- Labour quote requests created from bulk import of labour activities
- How to access the labour quote requests
- How to complete the labour quote request spreadsheet
- Want to know more?
Labour quote requests created from bulk import of labour activities
As part of your Chalkstring onboarding, you will be issued a spreadsheet which can be used to detail your labour activities so these can be bulk uploaded into your Chalkstring account.
Once imported, you will be able to access the quote request spreadsheet for these activities from within your Chalkstring account. The quote request spreadsheet can be downloaded and used to add prices from your subcontractors for any of the labour activities they contain. Once you (or your subcontractors) have added prices to the spreadsheet, they can be uploaded into Chalkstring to create a quote which can be used as part of your assessments.
How to access the labour quote requests
- From the black menu click the 'Resources' icon.
- Click 'Labour quotes' in the menu bar at the top of the screen.
- Click the purple 'Quote request' button at the top right corner of the screen.
- In the table, you will see the quote request containing your imported labour activities.
- To download the quote spreadsheet, click on it. In the table will be a list of all the labour activities this quote request contains. To download the spreadsheet, click 'Download' in the top right corner of the screen.
How to complete the labour quote request spreadsheet
- Locate the downloaded file on your computer.
- Open the file by double clicking it.
- The quote request will contain all the labour activities included as part of the labour activity bulk import.
- If you have multiple subcontractors who may provide these activities, this quote request can be copied and pricing added for each of your subcontractors who provide you with the activities in this quote.
- To save multiple copies, go to 'File' and 'Save as'. Save a copy of the spreadsheet to your computer and name is accordingly, such as the name of the subcontractor you intend to use the quote request for.
- Repeat step 5 as required for as many subcontractors you intend to use this quote for.
- The spreadsheet can now be issued to your subcontractors by emailing them and asking them to complete the price column, or if you already have the price details for these labour activities from your subcontractors, you can add these to the price column yourself.
When entering prices, pay attention to the 'Unit of measure' in column H. Prices should be entered based on the unit listed.
For example, if the unit of measure is 'Meters Squared (m²)', the price entered needs to be the meter squared price for that activity.
If the spreadsheet contains activities which your subcontractors does not provide or you do not want to add prices for, leave the price cell empty and Chalkstring will skip over this activity and only import those with a valid price entered in the price column.
- Once the spreadsheets have been returned from your subcontractors, or you've added the pricing, each spreadsheet can be imported into Chalkstring. For details on how to do this, see article 'How to import a labour quote'
There is no limit to the amount of quote requests you can import for but they must be imported individually per subcontractor.
Want to know more?