Materials and rates
Manage the reusable records that feed estimates.
Setup data saves time by letting you reuse common pricing information instead of rebuilding it for every RFQ.
Materials
Use the material catalogue for materials you commonly price or refer to.
Good material records include name, unit, rate, supplier or notes, and useful aliases.
Labour rates
Use labour rates for people, roles, crews, or labour categories you price repeatedly.
Equipment rates
Use equipment rates for machinery, plant, vehicles, tools, or hire items.
Subcontract rates
Use subcontract rates for subcontracted work or supplier-priced units.
Cost presets
Use cost presets for reusable groups of cost components.
Estimate templates
Use estimate templates when similar jobs need the same starting structure.
Importing setup records
Use Setup import when your data already exists in CSV or XLSX files.