The Print Options have been setup for you to select from each main views available print options. These selections will help you preview the print report data required.
|Document Date||This is the report print date which appears on the top right-hand corner of every page. Be sure to adjust it, if back dating or forward dating a print report.|
|Print Quote (Lite)||This print option will pre-select the minimum amount of detail to show your client in the quotation, without disclosing the business markups. However, you can override the print selections to suit the details required.
Be sure to check the Cost Schedule print options on how you want the PC & PS Business Markups distributed as this will affect the Work Group Sub Totals.
|Print Quote (Full Details)||This print option will pre-select the maximum amount of detail to show your client in the quotation, without disclosing the business markups. However, you can override the print selections to suit the details required.
Cost Schedule > Work Groups > Business Markups Distribution
Check the Cost Schedule print options on how you want the PC & PS Business Markups distributed as this will affect the Work Group Sub Totals.
The overall business markups distribution is proportionate in ratio to the value the Work Group Sub Total of the Contract Total. It is not an evenly or equally spread percentage over the Work Group Sub Totals.
Business Markups contribution: Custom Field %, Job Contingency %, Business Overheads %, Management Fee (Profit Markup) %.
See Cost Schedule Settings to learn more ►
|Print Agreement||This print option allows you to create a contractual agreement between you and your client which we recommend to use for small works only. This option heavily depends on you populating the Business Terms & Conditions (of Trade) setup in the Home menu. Currently, there is a sample default setup which you will need to edit to suit your business and type of works it contracts.|
|Front Page||This option adds a Front Page to your print report, which you can select a Title and Valid timeframe that is suitable. The Front Page consists of the Contractors, Client and Job Details.|
|Acceptance Signatory||This option adds a Acceptance Signatory section to the Contract Total page of the quotation print report.|
|Business Terms of Trade||This adds your Business Terms of Trade (Terms & Conditions) to the quote print report. The Terms of Trade can be customised in the Home menu Terms & Conditions.
See Terms & Conditions to learn more ►
|Documentation||This option is for logging each Consultants plans and documentation which you can print with the quote. It enables you to track revisions of plans and documentation while quoting and running the job.|
|Cost Schedule||From the drop down list and tick box options, the Cost Schedule print report options allow you to report on contributing work groups only, all work groups or a single work group. The Contributing Items Only option will only show the Items of each Work Group that have been added into the quote.
Show PC/PS Totals
This option shows or hides the PC or PS items total cost in the print report without the Business Markups added. This allows PC & PS allowances to be shown to the client, while still hiding markup costs across the contributing Cost Schedule Work Groups. This option cannot be used in conjunction with Show Costs.
Apply PC/PS Markups to Work Groups
This option is to either distribute the PC & PS Business Markups across all the Work Groups used in the quote or have them Total into the Job Specifications Work Group.
|Timber List||This option is for reporting the Timber List Groups and items. The Only Contributing Items option will only show the Timber groups and Items that have been added into the quote/job.|
|Job Specifications||This option is for printing the Job Specifications. Note the options available for Job Specifications displaying its information. The option for Only Contributing Items will only show the Items that have been added into the quote in this view. Hide Quoted Costs is used for when showing the client a printout of these Items without the costs quoted showing.|
|Cost Control||This option is for printing the Cost Control view. Ticking All Cost Centres will print all the Cost Centres regardless of it not having a contributing budget to the job. You can also select the option to show Unpaid Invoices only.|
|Employee Labour||This option is for printing the Employee Labour view.|
|Variations||This option is for printing a current summary of the Client and or Sub-Contractor Variations.|
|Progress Payments||This option is for printing the Progress Payments view.|
|Printer||The Printer Setup allows you to select between print driver options. E.g. PDF or Printer|
|Print a Quote||When printing a Quotation, you will first need to open the Print Options window by selecting 'Print' in the Home (menu). Once you have the Print Options window open, then select the option called Print Quote. This will then pre-select the default options for the quote report. Then check to the Front Page option and select the Title for the report e.g. Building Estimate, Quotation, Tender Report, Works Proposal, etc. Then select the number of Valid Days if required. Make sure you check the print preview before printing the report. Double check your Quote Items and prices are correct! Hope you win the job!|
|When selecting Print Quote|