In this article
- What are supply & fit assessments?
- VIDEO: Pricing up an assessment for supply & fit
- ACTIVITY: Test your learning
- Want to know more?
What are supply & fit assessments?
Once you have your scope of work set out for your baseline assessment(s) in your rate build-up and bill of quantities, your assessment(s) can be priced up using the quotes you have available in Chalkstring to establish a price to deliver the project on a supply & fit basis
Pricing an assessment for supply & fit
The following video (15 mins) covers:
- Review of assessments (0:54)
- Workflow (1:23)
- How to duplicate and make changes to an assessment (2:30)
- How to change the overhead and profit (5:08)
- How to view and change product components (5:58)
- How to add standard prices (7:13)
- Component weighting (8:33)
- How to add a guesstimate (10:07)
- How to view the assessment summary (11:07)
- Export draft supply & fit bill (12:30)
- Compare assessments (13:07)
We regularly issue software enhancements and updates so your Chalkstring screens may
look different to those shown in the video.
Test your learning
Now that you have learned more about fixed costs ordering and invoicing, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.
- Supply & fit (page 8)
Want to know more?
- Previous topic: Supply & fit quotes
- Next topic: Project-specific quotes for supply & fit
- Supply & fit product templates
- Learning programme activities