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.

Read Build reusable setup data if you want a practical rule for what belongs in the shared catalogue and what should stay inside a single RFQ.

Materials

Use the material catalogue for materials you commonly price or refer to.

Good material records include name, unit, rate, notes, useful aliases, and linked companies where that context helps.

Read Materials for naming, units, categories, specifications, rates, aliases, and supplier relationships.

Labour rates

Use labour rates for people, roles, crews, or labour categories you price repeatedly.

You can link one or more companies when a rate is associated with a known supplier or labour provider.

Read Labour rates for work centres, categories, time units, and rate conventions.

Equipment rates

Use equipment rates for machinery, plant, vehicles, tools, or hire items.

You can link one or more companies when a rate is tied to a known hire or supply source.

Read Equipment rates for plant, machinery, operating inclusions, and hire relationships.

Subcontract rates

Use subcontract rates for subcontracted work or supplier-priced units.

You can link one or more companies when a rate belongs to a known subcontractor or supply source.

Read Subcontract rates for service naming, units, supplier links, and job-specific quotes.

Cost presets

Use cost presets for reusable groups of cost components.

Estimate templates

Use estimate templates when similar jobs need the same starting structure.

Read Templates and presets to compare all reusable starting points.

A practical structure

Many teams get the best result by treating setup data in layers:

  • companies and people first
  • materials and rates next
  • classifications after that
  • presets and templates once the underlying data is stable

Importing setup records

Use Setup import when your data already exists in CSV or XLSX files.

If the importer can match a company clearly, it can create the link. If not, it leaves the relationship for review rather than guessing.