Plan vs Actual measurements

Every measurement on a quote is either Plan or Actual. They look the same on screen and behave differently in the maths.

The rule

• Plan measurements are flat numbers from a drawing or aerial image. For roofs with pitch, the app applies the pitch calculation for you to convert the flat plan number into the real roof area or length.
• Actual measurements assume you have already applied the pitch yourself, or you measured the real length or area on site. The app skips the pitch calculation.

Waste still applies to both.

When to use Plan

• You measured off a roof plan or aerial image.
• You do not have site measurements yet.
• You are quoting from architects' plans before the build starts.

This is the default for new components in the quote builder.

When to use Actual

• You did a site measure-up and the numbers are real.
• You are quoting a re-roof and you measured the existing roof.
• You have done a hand calculation that already accounts for pitch.
• You want to override the pitch maths on a specific component (for example, an experienced quoter who prefers to enter the final number directly).

How to switch

In the quote builder Components phase, each component has a Plan / Actual toggle. Default is Plan. Switch to Actual on the components where the number you have is already the real one.

You can mix on the same quote. For example, ridges and barges measured on site (Actual) and the main roof area measured off the plan (Plan).

A worked example

A roof plan shows 100 m2. Pitch is 30 degrees. Waste is 5%.

• Plan + pitch + 5% waste: 100 x 1.155 (pitch factor) x 1.05 = ~121 m2 ordered.
• Actual + pitch + 5% waste: 100 x 1.05 = 105 m2 ordered. Pitch is skipped because the number is already real.
• Plan + pitch off + 5% waste: 100 x 1.05 = 105 m2 ordered. Useful for components like underlay where you do not always need pitch applied.

Related

• Waste and pitch
• Quote builder
• Manual Quote