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Product templates
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Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Back to home
User hub
Resources menu
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
Contact our helpdesk
Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Resources menu
Including product templates, materials, labour activities and quotes.
Product templates
Product Template overview
Adding and editing product templates
How to create a new supply & fit product template
Supply & fit quotes
Manually adding supply & fit quotes
How to create a new supply & fit quote request
How to import a supply & fit quote
Materials
Adding and editing materials
Completing the bulk material import spreadsheet
Material quotes
Manually adding material quotes
How to create a new material quote request
How to import a material quote
Labour activities
Adding and editing labour activities
Labour quotes
Manually adding labour quotes
How to create a new labour quote request
How to import a labour quote
Fixed costs
Adding and editing fixed costs