A QuickWork contains a description, materials, time and everything else that makes up the work to be done. Once in place, they help to create quotes quickly. The aim of a QuickWork is to be efficient by not repeating the same input steps from one quote to the next. In fact, all you have to do is create it, and then it's easy to add it to all applicable quotes by clicking on QuickWork in the Works section of a quote. What's more, it can be adjusted to calculate all costs, including labor and materials.
It should be noted that assemblies can be integrated to facilitate calculations. It is also possible to link a checklist or create a new one for QuickWork.
To create it, you can also make a new section in your submission and use the Save as QuickWork link or press the + icon in the top right-hand corner.
(A) Establish the name of the section for quotes.
(B) Complete the description, including all stages of the work to be carried out.
Final result - example of plain paving stone
(A) Add the materials to be used by pressing the cube at bottom right.
You must define:
The material
The quantity (you can set this to 0 and adjust it on each quote)
(B) Choose the supplier related to the materials used by clicking on the little man at bottom right.
You must define:
Description
Supplier
Automatic creation of a purchase order (yes or no)
(C) Include production time based on a preset rate for a specific trade.
Define:
Rate*
Amount of time
To create a new rate, please refer to the Trade and Rate sections in General Project Preferences.