Quoting Features

Create professional, accurate quotes for your construction projects using templates, work assemblies, and automated calculations. These guides help you streamline your quoting process from initial estimate to client approval.

Core Quoting Features

Creating and Managing Quotes

Create professional construction quotes with accurate pricing, margins, and tax calculations. Learn how to:

• Create quotes from scratch or from templates
• Add line items including materials, labor, equipment, and Schedule of Rates items
• Manage quote status and track client responses
• Convert approved quotes to invoices

Quote Templates

Save time by creating reusable quote templates for common project types. Understand:

• Creating templates from scratch
• Using templates to quickly generate new quotes
• Editing and managing your template library

Work Assemblies

Build reusable groups of line items that scale automatically. Learn to:

• Create work assemblies for common work packages
• Add assemblies to quotes with automatic quantity scaling
• Manage assemblies for different trade types
• Use assemblies with templates for maximum efficiency

Getting Started

New to quoting in Assignar Pay? Follow this sequence:

1. Quote Templates - Set up templates for your common project types
2. Work Assemblies - Create assemblies for standard work packages
3. Creating Quotes - Generate your first professional quote

Integration with Other Features

Quoting integrates seamlessly with:

• Projects - Link quotes to specific construction projects
• Clients - Associate quotes with client accounts
• Schedule of Rates - Add SoR items directly to quotes
• Invoicing - Convert approved quotes to invoices
• Cost Codes - Reference cost codes in quote line items

Best Practices for Construction Quoting

• Start with templates for common project types to ensure consistency
• Use work assemblies for standard work packages to save time and reduce errors
• Set appropriate "Valid Until" dates (typically 30 days) for quote validity
• Include detailed line item descriptions referencing specific work packages
• Review calculations before sending quotes to ensure accuracy
• Track quote status to follow up on sent quotes and secure approvals
• Convert approved quotes to invoices promptly to maintain cash flow
• Maintain a library of templates for different project types and trade packages

Quote Workflow

The typical quoting workflow in Assignar Pay follows these steps:

1. Create Quote - Start from a template or create from scratch
2. Add Line Items - Include materials, labor, equipment, or work assemblies
3. Review Calculations - Verify subtotals, margins, taxes, and totals
4. Save as Draft - Review internally before sending to client
5. Send Quote - Change status to "Sent" to communicate with client
6. Track Response - Monitor status as client reviews (Approved/Declined)
7. Convert to Invoice - When approved, convert to invoice for billing

Common Quoting Scenarios

New Construction Projects

Use templates with work assemblies for standard construction packages (foundations, framing, electrical, plumbing).

Renovation Quotes

Create project-specific quotes combining multiple work assemblies for different trades.

Maintenance and Repair

Use quick quote creation for smaller projects with fewer line items.