🧾 Supply+Install
When you click Reporting > Supply+Install, all the materials are tallied, sorted and displayed on the Materials dialog box as well as the installation charge displayed on the Labour sub-total dialog.
The reporting for the job takes account of stages defined using Stage Manager such as first storey, second storey or roof material and trim.
Please refer to the detailed description of Stage Manager to know how this is applied.
The title on the dialog box describes the name of the current quote as well as what page is displayed.
This dialog is similar to that for Supply-Only, except you can alter the labour charges as well as assign markup percentages to the labour and material charges.
Only the differences between the two costing systems are discussed here, so please read the previous section, Supply Only.
Any line item displayed in the Supply and Install list can be modified by double clicking the line item.
The description can be changed and a calculation can be typed into the field.
Labour Subtotal
Clicking the Labour Sub-total displays the Roofing labour charges dialog box for this job.
For each item, there is a quantity, a rate and the total. The labour total is then the sum of the individual totals.
Most of the items and rates are derived directly from the Reporting labour-rates dialog box plus those items defined in Extras.csv.
For details of Extra items, refer to Set-Up > More… > Extras.
The value labelled User lengths, is derived from the Cover > Flashing > User-Lens command.
Note: If you need a pay rate that takes account of pitch use Tiler’s Pay where you can define multiple pitch intervals.
The quantities on this dialog box are either NETT or GROSS depending on what you set on the Set Up > Metal-Rates dialog box.
In the Roofing labour charges dialog box you can alter the quantities and rates.
Those changes you make will only effect the current job.
Markups and totals
Labour markup — This is the labour mark-up percentage.
Labour total — This is the labour total amount including the labour mark-up percentage.
Material subtotal — This is the sum of the material costs.
Material markup — This is the material mark-up percentage.
Material total — This is the material total amount including the material mark-up percentage.
Job total — This is the total cost for the job including material and labour.
In addition, totals are provided for each line item to the right, and a cost per unit area option for both Materials and Labour, to assist with understanding estimating pricing against the roof and wall areas.
Modify Quote Total
Modify Quote Total allows the operator to modify the final total quotation price for the job and will be saved with the quotation.
The job total price calculated by the software based on all materials (and labour) for that job may be adjusted up or down.
Simply double click inside the price cell, and the new job selling price inserted.
This new value is displayed in the Job Total (ex tax) and a Rebate/Extra value is displayed which is the value of the adjustment to the job total, up or down.
This is described as a rebate or extra and is saved as a Key Text called ###Rebate.
Such variations to a customer’s quotation can then be displayed on the office or sales person’s copy of the quotation by adding the Key-Text String to the office copy template.
Left click in the field that you wish to modify, in this case the Job Total, change the amount to that required and the adjustment will be shown in the Rebate/Extra field, as shown below.
A negative number is a rebate or discount, a positive number is an extra or additional amount.
Sales tax is applied if defined in System Preferences and the Total (including tax if applicable) is displayed and this is the amount printed on the customer’s quotation.