Features/04 · The money
A bill tells you what you are building. The resource viewer tells you what you are buying: every material, hour, machine and subcontract across the whole estimate, collapsed into one row each, with what it costs and what share of the job it is.
Beside it, the markup surface — margin, risk, overhead and bond, for the whole estimate, one section, or a single line — and the reports that print all of it.
The resource view
The same membrane used in four sections is one line here, with the total quantity across all of them. That is the number you take to a supplier, and the number that tells you which three materials are carrying the job.
| Code | Description | Unit | Total qty | Rate | Waste % | Total cost | % of est. |
|---|---|---|---|---|---|---|---|
| INS-PIR | PIR insulation 140 mm | SF | 2,480 | 3.18 | 7.5 | 8,478.72 | 28.4% |
| MEM-TPO60 | TPO membrane 60 mil | SF | 1,277 | 1.84 | 5.0 | 2,467.09 | 8.3% |
| LAB-ROOF | Roofer, installation | HR | 22.3 | 58.00 | — | 1,293.40 | 4.3% |
| ADH-BOND | Bonding adhesive | GAL | 21.1 | 42.00 | 2.0 | 886.20 | 3.0% |
Markup
One grid: a row for the whole estimate, then each section, then the items inside it. Type a figure on any row. An estimate-level margin covers everything that has not said otherwise; a section or an item that has said otherwise carries a visible override badge, and one click puts it back to inheriting.
| Waterfall | Amount | How it is worked out |
|---|---|---|
| Net cost | 100,000.00 | Resources × quantities, with waste |
| Risk 2% | 2,000.00 | Percentage of net — adders do not compound |
| Overheads 6% | 6,120.00 | (net + risk) × 6% |
| Profit | 37,988.11 | (net + risk + OH) ÷ (1 − 26%) |
| Bond 1% | 1,475.84 | Percentage of contract value — earns no margin |
| Total sell | 147,583.95 | Blended margin 32.24% |
Reporting
One export dialog, four documents, each as PDF or spreadsheet. The same estimate produces the proposal you send and the cost report you keep, from one set of numbers — so the two can never disagree.
Prints as a Proposal with a cover page: full descriptive detail, prices at group and section level, and your qualifications and exclusions. What the client reads — the descriptions, not the arithmetic.
The full bill with cost, sell and margin on every item, plus the markup waterfall. The document you sit down with before you decide what to submit.
Every resource on the estimate aggregated by type and category — the resource viewer as a document. Buying schedule, budget check, handover to the site team.
Every section, item, build-up and resource line, drilled all the way down. Cost only. For an audit, a claim, or handing the job to somebody who was not there.
Questions
That is what the resource view is for. The same membrane used in four sections appears as one row with the total quantity across all of them, its rate, its waste, what it costs and what share of the estimate it represents. Sorted by share, the top few rows are the ones worth a phone call before you submit.
Yes, and one item differently from its section. There is a row for the whole estimate, a row for each section and a row for each item, and the most specific figure wins. Typing on a section or item creates a visible override, and one click puts it back to inheriting from the level above.
Both, clearly labelled so they are never confused. Margin tiers price sell = cost ÷ (1 − margin), which is what margin means. The markup tier adds a percentage of net as profit, for the clients and contracts written that way, and shows the margin it actually implies. The blended margin — what the job returns once risk, overhead and bond are counted as cost — is on screen either way.
Only if you choose to show them. The export dialog decides the bill type (cost or sell), how much detail is printed, at what level values appear, and whether unit rates, quantities and margin columns are included. The client tender summary is set up to print descriptive detail with prices at group and section level; the build-up detail report prints cost only and is an internal document.
Yes — every report exports as PDF or XLSX, and the resource viewer exports its schedule as a spreadsheet directly with whatever filters you have applied.
Yes. Every export is filed in the project vault and listed under recent exports as a link to download again, so you produce the original file rather than rebuilding it and hoping it matches. The estimate also still holds the database version it was priced against.
Send us a real set of tender documents. We will load whatever rates you have, run it through, and you can see what it comes back with before you decide anything. Thirty minutes, no slide deck.
We reply personally. No sequences, no drip campaign.