The concept of grouping items into assemblies and saving assemblies is very powerful. So you might offer a standard type of tile within flooring but you can actually show multiple other options for your customer to upgrade with pictures and details. Most contractors will add “upgrades” within assemblies or “optional items”.
And you can save these assemblies to use later on in any other assembly. The point is that you can group all your costs associated with something that makes sense to the consumer. You might start with a parent assembly called, “Custom Kitchen” and inside this assembly you might have the following assemblies:Įach one of these assemblies could have multiple assemblies within them as well. Let’s pretend you specialize in renovating kitchens. This allows the contractor total flexibility and can build the quote in such a way that makes sense to the consumer. The magical and proprietary piece of CostCertified’s quoting engine is the idea that assemblies can live in other assemblies and there’s no limit to this hierarchy of assemblies.
CostCertified lets you select if it is subcontracted or not, choose the vendor, and then you can easily save that line item.Īssemblies are line items grouped together. For example, for tile floor you might have a unit cost of $15/sq ft for both material and installation. It is hard to fathom this is even possible but the following will help you understand how it works.Įach line item should have a unit cost associated with it. The reason for this is that once each cost is broken down into a unit price, to produce an accurate quote requires only adding in the dimensions of the room or area.
Most contractors aren’t used to this but generally speaking, every cost should be broken down this way no matter how custom or complex. The general idea of the quote engine is that all costs should be broken down to a unit price. Every single cost should be accounted allowing you to provide an accurate quote in minutes.
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