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# Setup Data

## Docs

- [Companies](https://docs.kwantflow.com/setup-data/companies.md): Use Companies as shared workspace records across RFQs, rates, and quotes.
- [People and contacts](https://docs.kwantflow.com/setup-data/people-and-contacts.md): Record the people who request quotes, review work, approve pricing, and represent customer or supplier companies.
- [Materials and rates](https://docs.kwantflow.com/setup-data/materials-and-rates.md): Understand materials, labour rates, equipment rates, subcontract rates, presets, templates, and linked companies.
- [Materials](https://docs.kwantflow.com/setup-data/materials.md): Build a searchable material catalogue with consistent names, units, rates, specifications, aliases, and company relationships.
- [Labour rates](https://docs.kwantflow.com/setup-data/labour-rates.md): Create reusable labour rates for workshop, site, engineering, supervision, and other work activities.
- [Equipment rates](https://docs.kwantflow.com/setup-data/equipment-rates.md): Record reusable plant, machinery, vehicle, tooling, and equipment rates with clear units and operating context.
- [Subcontract rates](https://docs.kwantflow.com/setup-data/subcontract-rates.md): Record reusable external trade and service rates while keeping supplier relationships and job-specific scope clear.
- [Build reusable setup data](https://docs.kwantflow.com/setup-data/build-reusable-setup-data.md): Learn how to structure reusable setup data so future estimates get faster without filling the workspace with one-off records.
- [Templates and presets](https://docs.kwantflow.com/setup-data/templates-and-presets.md): Choose the right reusable starting point for project structures, estimates, cost bundles, and quote presentation.
- [Cost presets](https://docs.kwantflow.com/setup-data/cost-presets.md): Save and reuse a takeoff item's recurring cost rows across estimates in the same workspace.
- [Estimate templates](https://docs.kwantflow.com/setup-data/estimate-templates.md): Save and reuse a reviewed estimate structure for recurring types of work in the same workspace.
- [Workspace AI knowledge](https://docs.kwantflow.com/setup-data/workspace-ai-knowledge.md): Understand how workspace AI knowledge works, what takes priority, and how to remove outdated guidance.
- [Setup import](https://docs.kwantflow.com/setup-data/setup-import.md): Import companies, catalogues, rates, presets, templates, and classifications from CSV or XLSX files.
- [Classifications](https://docs.kwantflow.com/setup-data/classifications.md): Use classifications and cost codes to keep estimates consistent.