Quote Builder user guide¶
Who this is for
Everyone at a landscaping business who uses Quote Builder: estimators, quoting users and reviewers.
What the app is for¶
Quote Builder helps you price landscaping work and produce quotes for your clients.
- Your business keeps a rate card: a priced list of the work you do, such as digging out, laying paving or planting a tree. Each rate is built up from labour, plant, materials and other costs.
- You build a quote by picking rates and entering quantities. The app works out the sell price for every line, using your markup, prelims and any main-contractor discount.
- Planting is priced from nursery quotes, which you enter on the quote's Nursery list.
- When the quote is ready you mark it as sent, then download it as a PDF for the client. A sent version is locked, so you always have a record of exactly what the client received.
Quote Builder was built with Beesleys, its first customer, but each business has its own rate card, team and quotes. Nobody outside your business can see your data.
Who can do what¶
Everyone in a business has one of three roles. If you belong to more than one business, you can have a different role in each.
| Estimator (admin) | Quoting user | Reviewer | |
|---|---|---|---|
| See the dashboard and quotes | Yes | Yes | Yes |
| Create and edit quotes, mark them as sent, won or lost | Yes | Yes | No (read only) |
| Open the client quote and Download PDF | Yes | Yes | Yes |
| Change what the client sees, under Show the client | Yes | Yes | No (sees the choice) |
| See costs, margins and the Workings page | Yes | Only if the business allows it | Yes |
| Change a quote's markup, prelims, main-contractor discount and defects allowance | Yes | Only if the business allows quoting users to see costs | No |
| See the rate card | Yes, and edit it | Sees a Price list of sell prices instead, unless the business allows costs (then the rate card, read only) | Yes, read only |
| See Items, Plant, Labour and Factors & settings | Yes, and edit them | Only if the business allows costs (read only) | Yes, read only |
| See Business details | Yes, and change them | Yes, read only | Yes, read only |
| Keep the list of Nurseries, email nurseries their lists and make pricing links | Yes | Yes | No (reads the list) |
| See the team | Yes, and invite, change roles and remove people | Yes, read only | Yes, read only |
| Use Client data to download or erase a client's details | Yes | No | No |
| Read the Audit log | Yes | No | Yes |
"The business allows it" means an estimator has ticked Quoting users can see costs and margins under Setup > Factors & settings. See Team and settings.
Platform admins look after Quote Builder as a whole. In every business they act as an estimator. On a computer, the bottom of the sidebar shows "Platform admin" in place of a role, with a Platform admin button. See Platform admin.
Contents¶
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Accepting an invite, signing in, resetting your password and finding your way around.
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Creating, pricing, printing and sending a quote, from start to finish.
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For estimators. How rates are built and how to change prices, now or from a date.
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The thinking behind the rate card: elemental rates, methods and products, outputs, and how to quote a patio from them.
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Your list of nurseries, and what a nursery sees when you ask it for prices.
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For estimators. Business details, inviting people, roles, factors and settings, client data and the audit log.
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For the people who set up businesses.
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What the estimating terms in the app mean.
Getting help¶
- How to do something in the app: select Help in the sidebar, or at the top of the screen on a phone. It opens this guide in a new tab.
- Questions about a quote, a rate or a price: ask your business's estimator. They look after the rate card and settings.
- You can't sign in, your invite link has expired, or you need access to another business: ask your estimator first. They can send you a new link from the Team page.
- Account problems your estimator can't fix, or problems with the business itself: contact your platform admin.
- A page says "Something went wrong" or "This page doesn't exist": see If something goes wrong. These pages have links to the User guide and to Email support.