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One record per job. Enter the job number from the Quote Register – the app stops a number being used twice, and fixes it once a version is saved.
Pick the series, model and powder coat for this area.
Width is the blade span. Pivot is the opening length.
Type the number of motors – the number suggested by the bays is shown under each one. Prices on this page are costs, ex GST – type your margins in the Margins card below.
Enter the client sell price ex GST. The description prints on the proposal.
Every price above is a cost. Type one margin and press Apply to All Lines, then change any line by hand if it needs a different margin.
| Line | Cost | Margin % | Client price |
|---|
Check the job, issue a version, then send the proposal. Every document prints the job number and version.
Everything in the app is a cost. The margins are typed on every line in step 4 – this is the total for the job.
Downloading a document after a change saves a new version for you. Old versions are kept and can't be edited.
The job has changed since the last version. Documents always come from a saved version.
Bay schedule, colours, motors and sides, frame cut list, install items, site contact and notes.