Quotes
What This Page Is For
Capture and compare prices for the same work before committing to a trade.
How To Use It
- Choose Add quote; add a trade inside the form if needed.
- Enter the scope and quoted amounts, including line items where supplied.
- Check the comparison, expiry and exclusions before choosing a quote.
- Choose Review & accept for the agreed quote.
- Check its committed cost in Money; choose Also create a payment schedule during acceptance if payments were agreed.
How It Connects
Accepting a quote creates committed costs in Money and links the work to its trade; a payment schedule is created only if you opt in.
Site Supervisor Tips
- Compare like-for-like scope rather than the headline total alone.
- Have exclusions and assumptions clarified in writing before acceptance.
General organisation tips only, not building or legal advice.