Print

Overview

Print allows you to report on specific job information. It's setup to Print Quotes in a 'Lite' or 'Full Details' format, that gives you the flexibility to customise your reports either for your client or for internal business purposes. Select the views and options you require, then print preview, print, or save as PDF.

Document Date

Shown on all print reports, the date can be adjusted to forward or backdate if required.

Print Quote (Lite)

Displays a default quotation report to present to a client, that does not disclose sensitive information such as business markups. This default can be overridden in the print selections.

Note: The Cost Schedule PC & PS Business Markups distribution, can affect the Work Group Sub Totals in the print report.


Business Markups Distribution

The Print Quote (Lite) Business Markups distribution is proportionate to each Work Groups Sub Total of its ratio against the Contract Total. It is not calculated as a fixed or even distribution. This calculation has been set up so the client is unable to reverse engineer the profit margin.

Business Markups = Custom Field % + Job Contingency % + Business Overheads % + Management Fee (Profit Markup %) + Insurances %

Optional: The Business Markups distribution can also include the Prime Costs (PC) and Provisional Sums (PS) Markups %.

Print Quote (Full Details)

This print report displays the maximum level of detail to present to a client that does not disclose sensitive information, such as Business Markups. This default selection can be overridden in the Print Options selections.

Note: The Cost Schedule PC & PS Business Markups distribution, can affect the Work Group Sub Totals in the print report.


Business Markups Distribution

The Print Quote (Full Details) Business Markups distribution is proportionate to each work groups sub total of its ratio against the contract total. It is not calculated as a fixed or even distribution. This calculation has been set up so the client is unable to reverse engineer the profit margin.

Business Markups = Custom Field % + Job Contingency % + Business Overheads % + Management Fee (Profit Markup %) + Insurances %

Optional: The Business Markups distribution can also include the Prime Costs (PC) and Provisional Sums (PS) Markups %.

Print Agreement

Predominantly used for small works agreements, this print option is reliant on customising your own business Terms of Trade accessible in the Home (menu).

Note: See the pre-populated Sample Template example.

Front Page

Adds a front cover page to the print report which includes a document Title, Valid timeframe, Company Details and Job Details specific to that job.

Acceptance Signatory

Adds a client acceptance signatory section to the print report or quotation.

Business Terms of Trade

Adds your Business Terms of Trade to the print report or quotation which is accessible in the Home (menu) Terms & Conditions.

Views

Documentation

This option is for logging each consultant's 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

The Cost Schedule drop-down list and tick box options allow you to report on either Contributing Work Groups Only, All Work Groups or a specific Work Group. The Contributing Items Only option shows the Items of each Work Group that are included in the quote. Select the options required for your print report.

Show PC/PS Totals
Shows or hides the PC or PS item totals in the Job Specifications work group.

Apply PC/PS Markups to all other Work Groups
This distributes the PC & PS Business Markups across all other contributing work groups in the Cost Schedule, rather than applying it to the PC & PS totals in the Cost Schedule Job Specifications work group. This stops the client from calculating a difference between the Cost Schedule Job Specifications work group totals and the Job Specifications view PC & PS Totals.

Timber List

This report shows 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 include Cost Centres with or without a contributing budget to the job. Optionally you can select to show Unpaid Invoices only.

Employee Labour

This shows a print report of the Employee Labour views data entries to date.

Variations

This shows a print report summary of the current Client and Sub-Contractor Variations.

Progress Payments

This shows a print report of the Progress Payments view including any extra data entries and Sales Invoices to date.

Printer

Printer Setup | Save as PDF

Printer Setup allows you to select between different print driver options. If you're wanting to save to PDF, try using the print driver called Microsoft Print to PDF.


Save as PDF


Step 1
Open Print Options.

Step 2
Go to Printer and select Setup.

Step 3
Select Microsoft Print to PDF, then click Apply, then click Print to close the window. If you can't see this option, slide the horizontal bar to the right-hand side.

Step 4
Select the print options you're wanting to save to PDF, then click Preview.

Step 5
After checking the document preview is correct, click the Printer () button and it will now ask you to Save as PDF. Enter the PDF file name, then click Save.

Email
Go to your email and attach the PDF and send as per normal.

How do I...

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!

Digitally sign documentation

If you have a touch-screen device with a digital pen, you can digitally sign any PDF documentation saved from SoloAssist.


1
If using the Microsoft Edge browser to view PDF's and have OneNote installed, then select OneNote from the top right-hand corner of the Edge internet browser to digitally sign a PDF document.

2
If using Adobe Reader DC (Free) or better to view PDF's, you can apply a digital signature or initials using the Fill & Sign feature.

Check out the latest Microsoft Surface Go devices with a digital pen for signing Quote Agreements, Contracts, Variations and Work Orders on the run.

Show me a Microsoft Surface Go


If you require assistance, please contact your local IT technician.

Troubleshooting

Company header logo print error

SoloAssist has lost the link to your header logo in Company Details. Go to the Home (menu) Company Details and relink the logo back in. This may have happened because the location of where your logo was saved has now changed.

When I print a quote the Work Group sub-totals have changed?

Before sending a quote to a potential client, ensure you understand how the Cost Schedule and Job Specifications PC & PS Business Markups distribution calculates.

1
When the Print Options Cost Schedule option, Apply PC/PS Markups to all other Work Groups has been selected, it will distribute its business markups over all the other contributing work group sub-totals in the quote. This is so the client only sees the net PC & PS allowances with the business markups.

2
Business Markups Distribution

The Cost Schedule Print Quote (Lite or Full Details) business markups distribution is proportionate to each work groups sub-total of its ratio against the contract total. It is not a fixed or even distribution it is variable based on its ratio it contributes to the contract total. This calculation has been set up so the client is unable to reverse engineer the profit margin.

Business Markups = Custom Field % + Job Contingency % + Business Overheads % + Management Fee (Profit Markup %) + Insurances %

Optional business markups distribution can also include the Prime Costs (PC) & Provisional Sums (PS) Markups %

Print Error - Unhandled Exception - The specified path, file name, or both are too long.