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Technician draft

Build the quote in the field and submit it for office review.

DraftDemo only
Draft inputs

Job info

Template

Split System Replacement

Proposal options

Set the customer options before scope, labor, add-ons, or equipment.

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Scope

Editing scope forShared default
Base jobFull split system

Equipment options

Edit equipment and customer proposal lines for each option. Manage option count and names in Job.

OptionGood
$
Option total$8,654
ScopeShared · 32 man-hrUsing shared default
Choose equipment

No equipment pricebook entries yet. Manual customer proposal line and cost still work.

OptionBetter
$
Option total$9,988
ScopeShared · 32 man-hrUsing shared default
Choose equipment

No equipment pricebook entries yet. Manual customer proposal line and cost still work.

OptionBest
$
Option total$11,654
ScopeShared · 32 man-hrUsing shared default
Choose equipment

No equipment pricebook entries yet. Manual customer proposal line and cost still work.

Installation labor

32 man-hr
Base laborFull split systemIncludedShop default: 2 x 12 hr at $40.00/hr labor cost before markup2 installers x 12 hr$40.00/hr labor cost before markup24 man-hr | $960.00

Common adders

Replace line setIncluded2 installers x 4 hr$40.00/hr labor cost before markup
Run new powerAdd2 installers x 2 hr$40.00/hr labor cost before markup

Essentials

Items that should be considered before the quote leaves the office.

No permit pricebook entries yet. Enter the permit amount manually, or ask office to add entries in Settings.

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Access

Lift, crane, and job-access costs that vary by site.

Air Distribution

Ductwork, returns, supplies, and airflow-related scope.

Controls / Electrical

Common control and electrical add-ons that are easy to miss.

Gas / Drainage / Safety

Gas, condensate, and overflow-safety add-ons for standard replacement work.

IAQ

Indoor air quality add-ons kept separate from testing and permits.

No custom one-off lines added.

Warranty

Enter years or mark N/A

Draft controls

Clear
  • Labor tasks meet configured defaults
  • Required line checks are clear
  • Misc explanation is recorded
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