Quotation details
DraftQuote setup
Rates, products and quotation defaults are managed in Setup. Existing quotations keep the settings they were created with.
Client information
Quick quote
The labour rate, materials markup, overhead, contingency, discount, adjustment and GST settings still apply.
Rooms and measured scope
0 m²Measure each paintable surface. Preparation is attached to the specific surface using real quantities rather than a percentage of the entire job.
Paint products and purchasing
0.0 L requiredObjects select products by name. Required litres are calculated from measured area × coats ÷ coverage. Automatic tins rounds up to the next whole tin.
Job-wide labour and direct costs
Other costs and charges
Enter the amount you expect to pay and the amount charged to the customer. Use this for subcontractors, repairs, special access or non-painting work.
Deposit
Customer quotation preview
Quote workflow
Keep the quotation as Draft while preparing it. Sending or sharing it can mark it as Given to client.
Send, invoice and record
Sharing or emailing sends a text summary of the quotation. For a formatted copy, use Print / PDF and attach the saved file, or share directly from the print screen on your phone.
Invoice
Enter any deposit received in "Amount already paid" so the invoice shows the correct balance due.
Pricing — internal
Internal costing and quote breakdown
0% marginBusiness profiles
A profile stores business details, rates, pricing defaults and default paint products — for example separate domestic and commercial setups. Applying a profile changes the setup used for new quotations; existing quotations are not altered.
Room data architecture: versioned and definition-driven. New object types, preparation items and AI fields can be added later without rebuilding existing quotes.
Business details and advanced rates
Application rates — square metres per hour per coat
Preparation rates
These rates are assumptions. Replace them with your measured production rates before relying on the output commercially.
Backup and data management
Quotations are stored only in this browser. Export a backup before changing computer, clearing browser data or relying on the records commercially.