Part 10 · Estimating

Exporting your estimate

Four reports, as PDF or spreadsheet, with the bill options that shape what a client sees. Every export is filed in the project vault.

Steps

1. In the editor click Export (or press F9).
2. Choose the Report: Client Tender Summary (client-facing), Internal Cost Report, Resource Schedule or Buildup Detail.
3. For bill reports set Bill type (net cost or gross sell), Detail shown (full detail, bill items, or section totals) and Values printed at (groups & sections, or sections only).
4. Switches control unit rates, quantities, zero-quantity items and margin columns. Sales tax can print when the bill type is gross.
5. Turn on Qualifications & exclusions, type one per line and Save; the export prints the last saved text.
6. Download PDF or Download XLSX. Recent exports lists everything generated, each a link to download again.