Creating a component

Walk through it once and you have the pattern for every component you will ever add. Most components take under a minute to set up.

Where to find it

Components > Add component.

The fields

Component name. This is how you search or find the component, and also what shows on your quote. You can edit it at any time.

Component type. Main or Extra. Main is a core job component (most things you quote). Extra is a one-off item, multiplier, or anything you want separated for the customer quote or your records. See Components vs Extras.

Measurement method. How your component is normally measured:

• Area (ft2 / m2 / m3) - for main area-based items like walls, floors, foundations, and similar.
• Lineal - for anything measured by length per unit.
• Quantity or Fixed - for items with a set price or hourly rate per unit.

Material pricing. How the material cost is calculated. The default is per unit (per m2, per lineal metre, per item). For materials that come in packs - rolls, bags, sheets, or similar - choose a pack strategy instead:

• Per pack - by length. For rolls or lengths (e.g. a 20m cable roll). Enter the pack price and roll length in metres.
• Per pack - by area. For rolls or sheets covering a fixed area (e.g. a 50m2 underlay roll). Enter the pack price and roll area in m2.
• Per pack - by coverage. For materials applied at a rate (e.g. 20L paint covering 50m2). Enter the pack price and coverage area in m2.
• Per pack - by volume. For bulk materials (e.g. a 5m3 concrete unit). Enter the pack price and volume in m3.

Pack pricing rounds up to whole packs automatically. Waste is applied before the pack count is calculated, so the final order already includes your waste allowance.

Labor price. The labor rate you (or a contractor) charge per area, per lineal length, or per item.

Waste type. Percentage or Fixed. Percentage is best for area-based materials; Fixed (e.g. 100mm per length) is best for lineal materials. See Waste and pitch.

Pitch multiplier. Tick to apply a pitch type when your measurements are taken from a plan view but the real material follows a slope or angle. Pitch auto-calculates plan measurements into actual lengths or areas. You enter the pitch angle during the quote builder. See Waste and pitch.

Material orders. Tick if this component can be added to material orders. You can also pre-assign a drawing or image to represent the component. See Creating material orders.

Walked example: outdoor deck

1. Name: Main outdoor deck.
2. Type: Main.
3. Measurement: Area.
4. Material pricing: Per unit - $10 per m2.
5. Labor price: $5 per m2.
6. Waste: Percentage, 5%.
7. Pitch multiplier: Off.
8. Material orders: On.

Walked example: garden edging

1. Name: Garden edging.
2. Type: Main.
3. Measurement: Lineal.
4. Material pricing: Per unit - price per lineal metre.
5. Labor price: per lineal metre.
6. Waste: Fixed, 100mm per length.
7. Pitch multiplier: Off.
8. Material orders: On. Attach a drawing if needed.

Walked example: skip hire (Extra)

1. Name: Skip hire.
2. Type: Extra.
3. Measurement: Quantity.
4. Material pricing: Per unit - flat amount per skip.
5. Labor price: 0.
6. Waste: Off.
7. Pitch multiplier: Off.
8. Material orders: Off.

After you save

The component is in the dropdown when you add components in Manual Quote or digital takeoff. You can edit or delete it any time; editing does not change quotes you have already built.

Related

• Components vs Extras
• Waste and pitch
• Plan vs Actual