Price it, then send it
Labor is broken out by type — install, commissioning, design, CAD and project management — and each
one can carry its own rate, because your PM does not bill what your CAD tech bills. Permit, sales tax,
attic stock and margin all fold into a single total, and the number on your screen is the same number
that reaches the customer's proposal. There is only one grand total in this product, deliberately.
Then pick a format. A branded client proposal in one of five styles with your logo on the cover, an
AHJ submittal package, a one-line riser, or a CSV row ready for Salesforce or any other CRM.
What you doChoose a style and hit generate. Everything else is already filled in.
Harborview Commons · Level 3
Material — 46 devices$14,820.00
Labor · 5 types$9,880.00
Permit estimate$620.00
Sales tax on material$1,185.60
Total proposal
$26,505.60
Export as
Client proposal
AHJ submittal
Riser
Marked-up plan
CRM row (CSV)