Basic Features
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      2. Estimating
      3. Basic Features

      How do I set up my company account for estimating? (Company profile, Sales pipeline, Quote expiry, Quote notes, Default VAT, Item break down)

      In this article, you'll find information on company settings to streamline your estimating process.

      Overview

      To efficiently use the estimating features, certain company account settings should be configured. These settings help automate details in your quotes, customize your estimation process, and ensure consistency across all estimates.

      Setting up company information

      Your company details are automatically included in every quote, saving time and ensuring accuracy. To add or update this information:

      1. Go to 'Company' in the top menu row.
      2. Click 'Settings'.
      3. From here you can adjust the company information by clicking on the pencil next to the item you want to adjust:
      4. To add a company logo or replace the current one, click 'Upload new logo'. The logo will be included in the exportable quote. 

      Most of the company information will appear in the footer of the quote, while the logo will be prominently displayed at the top of the quote PDF.

      Customizing Your Estimation Pipeline

      You can define the stages of your estimation workflow and set them in your preferred order:

      1. Click 'Company' in the top menu row.
      2. Click settings in the company menu row.
      3. Navigate to the 'Company-wide features' tab. 
      4. From here you can adjust the estimating pipeline: 
        1. Click here to add a new pipeline stage.
        2. Click here to reorder the pipeline stages.
        3. Click here to edit the name of a stage.
        4. Click here to delete a stage.

      Setting Up Client Quote Defaults

      Standardize your quotes by configuring default settings:

      • Client Quote Notes – Predefine notes that will be included in all generated quotes
      • Quote Expiry Days – Set a default validity period for client quotes
      • Default VAT/Sales Tax Rate – Ensure a standard tax rate is applied to all estimates

      Enabling Material Breakdown

      To enhance the accuracy of your cost estimations, you can activate the 'Material Breakdown' feature. This will allow you to break down item costs into distinct categories; materials, labor, machinery, and subcontractor expenses.

      Navigate to the company-wide features tab, scroll down to 'Estimate material breakdown' and enable the feature. 

      Next steps

      Once all the company settings has been setup, you can start creating new estimates, add items and estimate costs.