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How do I generate supply and install reports?

Generate comprehensive reports that include both material costs and labour charges with markup calculations.

Updated today

Menu path

Reporting > Supply+Install


The Supply+Install report provides a complete cost breakdown including materials and labour charges. This report takes into account stages defined using Stage Manager (such as first storey, second storey, roof material and trim) and displays both material costs and installation charges.
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🧾 How Supply and Install reporting works

When you access Reporting > Supply+Install, all materials are automatically tallied, sorted and displayed in the Materials dialog. Labour charges are calculated and shown in the Labour Sub-total dialog.
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The title bar shows the current quote name and which page is displayed. This dialog is similar to Supply-Only reporting, but allows you to modify labour charges and assign markup percentages to both labour and material charges.
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πŸ”§ Modifying report items

Any line item in the Supply and Install list can be modified:

  1. Double-click the line item you want to change

  2. Edit the description as needed

  3. Type calculations directly into the field

Note: Changes made here will only affect the current job and are saved when you hit the [Save] button. provide a Quote Name. This allows you to create variations on the quote for this job.

When you re-enter the Supply and Install or Supply Only function you will be prompted for to Re-Calculate the quote or recover an existing quote:

πŸ›  Labour Sub-total details

Click Labour Sub-total to open the Roofing labour charges dialog. This shows:

Field

Description

Quantity

Amount of work for each item

Rate

Cost per unit for each item

Total

Individual totals (quantity Γ— rate)

Most items and rates come from the Reporting labour-rates dialog plus items defined in Set-Up > Extras. The User Lengths value is derived from the Cover > Flashing > User-Lengths command.

⚠️ Important notes about quantities

Quantities displayed are either NETT or GROSS depending on your settings in Set Up > Metal-Rates dialog.

πŸ’‘ Tip: If you need pay rates that account for roof pitch, use Tiler's Pay where you can define multiple pitch intervals.

🧾 Markup and totals breakdown

Field

Description

Labour markup

The labour mark-up percentage

Labour total

Labour total including mark-up percentage

Material subtotal

Sum of all material costs

Material markup

Material mark-up percentage

Material total

Material total including mark-up percentage

Job total

Total cost including material and labour

πŸ”§ Modifying the quote total

The Modify Quote Total option lets you adjust the final quotation price:

  1. Double-click in the Job Total price cell

  2. Enter the new job selling price

  3. The adjustment appears in the Rebate/Extra field

The system shows:

  • Negative numbers: Rebate or discount

  • Positive numbers: Extra or additional amount

This adjustment is saved as Key Text called ###Rebate and can be displayed on quotations by adding the Key-Text String to your office copy template.


πŸ’‘ Additional features

The report includes:

  • Totals for each line item on the right

  • Cost per unit area options for both Materials and Labour

  • Help understanding estimating pricing against roof and wall areas

Sales tax is applied if defined in System Preferences, and the total (including tax if applicable) is displayed - this amount appears on the customer's quotation.

πŸ›  Extra items

For details about configuring Extra items that appear in labour calculations, refer to Set-Up > More... > Extras.


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