If you have tags you wish to copy from other sites, you can do that by using the 'Import from other site' option or you can have a look at the following options:

💡 BRIDGE - Class, Flag, Certification, Safety, LSA, FFE

💡 ENGINEERING - Machinery, HVAC, Metal Work, Service, Tender

💡 DECK - Paint, Corrosion, Varnish, Glass, Teak, Furniture, Upholstery

💡 INTERIOR - Paint, Marble, Woodwork, Carpets, Cushions, Glass

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💡 For quoting purposes we suggest setting up a 'Cost' custom field with selected currency and Sub-fields (see screenshot below).

You can create one for each shipyard you will be receiving the quotes from (Eg 'Shipyard 1 Quote').
The sub-fields will allow the shipyard to break down the cost for each point.

As an example, your scope of works might be to paint the tender, but the shipyard needs to add the surcharge for crane to remove the tender from the decks.
the sub-fields will be automatically added up in the total tally.
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💡 Contractor cost + Shipyard surcharge = [Total Cost]

💡 Cost + VAT = [Total Cost]

💡 Exchange rate + cost = [Total Cost]

💡 [Total crew hours]

💡 [Contractor hours] (By using subfields, you can add a time entry every time the contractor is onboard)

💡 [Responsible department] - Engineering, Deck, Interior, AVIT

💡 [Works carried out by] - Internal, Shipyard, Outside Contractor

💡 [Approval process] - Pending Quote, Quoted, Submitted, Pending Approval, Declined, Postponed, Approved

💡 [Account Code] - Prepopulated list you might already use in your Excel

💡 [Budget Code]

💡 [Contractor details]
💡 [Additional equipment required]

💡 [Supplier details]

Start adding points and adding all the relevant information.

Remember - the more information you input, the easier it is then to categorize the data and reduce the back-and-forth emails.

You can now add the users to your work list.
If adding multiple shipyards to quote, you can select which custom fields they are able to see and edit.

💡 When adding 'Shipyard 1' to the site, make sure they can edit the 'Shipyard 1 Quote' custom field and hide them from other custom fields they don't need to see (Shipyard 2,3, etc.). See below screenshot.

💡 You can also limit a user to see only a specific group of points that are tagged with the selected tags.

Your work list is now populated and the users have been added to the site.

Use different grouping conditions or filters to see the different price comparisons in your work list.
Below is a screenshot of comparing prices by departments:
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💡 Group the list by department

💡 Group the list by priority

💡 Group the list by 'Approvals'; Pending Quote, Quoted, Submitted, Pending Approval, Declined, Postponed, Approved

💡 Using Voly Projects group the list by payment status

💡 Use Table Columns to hide the columns you don't need

💡 Use Saved Views to save the preferred view (One for quoting, one for payment)

You can use the Group tallies or total tallies to compare the quotes for different shipyards.
Once the quotation process is completed, you can remove the users from the site as needed.
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Our new module seamlessly integrates refit and new-build projects from the Pinpoint Works platform with Voly's comprehensive accounting and payment features.

The Voly Projects integration module is time-saver; it reduces administrative burdens, enhances transparency, and offers instant insights into project timelines and budgets.

The module also allows managers to track tasks, manage budgets, and process payments to suppliers, complete with real-time budget alerts.

If you wish to get a demo with us, please get in touch.