Open a supplier to update panel prices, accessory unit costs, and default delivery charge.

The per-product material lists from the supplier pricing schedule. Edit each line's unit cost and its pack/coverage numbers; quantities, levies and price-protection are applied automatically. This is the price list the new quote engine uses.

Trade cost (what you pay the sub) and builder charge (what you invoice) per m². CFC varies by construction frame type (timber direct / timber + battens / steel); AAC, EPS, Render & Paint use one rate. This is the single source the quote engine uses.

Set how many units of each accessory are needed per m² of panel installed.

Estimated install speed (m²/day) per material type. Used to estimate job duration now, and trade performance later.

Surcharges, levies and price-protection that sit on top of supplier price lists. Change these here whenever they move — no code change needed. Defaults reflect current CSR & Rayners notifications.

Materials waste/contingency buffer added to every quote's price to cover expected materials overruns. Calibrate it from the Estimating accuracy view on the Performance page. Can be overridden per quote.

Builders appear in the dropdown on every quote. Contractors appear when entering trade performance.

The manual items each allocated trade must clear before going on site (you produce or request these). They show on every project's Compliance tab, and any outstanding one becomes a task on the worklist. “White Card sighted” is special — it ticks off per worker from the trade's roster.

All your data lives only in this browser on this device. Export a backup file regularly and keep it somewhere safe (email it to yourself or save to a cloud drive). Restoring replaces everything currently in the app with the contents of the backup file.

One-time import of your real builders & trades from the Monday export. This replaces the current (dummy) builders and trades with your 6 active builders and 22 contractors (all set to Onboarding for a fresh re-check) and their contacts. Your demo quotes/projects are left untouched. Insurance/ICA PDFs are re-uploaded by hand afterwards. Syncs to every device.

While you bring in real data, keep the dummy projects & quotes around to test on — but clearly quarantined. Flag the current ones as DEMO (they stay visible with a DEMO badge, and the Trades & Builders lists then show only your real accounts). Anything you create afterwards counts as real. When you're done testing, delete all demo data in one click.

Paste rows straight from your historical projects spreadsheet (select the data rows in Excel/Google Sheets and copy). Columns, in order: Proposal ID, Dwellings, Levels, Dwelling Type, Status, Revenue, Subcontractor, Materials, Gross Profit, Ext AAC m², Party Wall m², CFC m², Render m², Paint m². The header row and a Totals row are ignored. Press Preview to check before importing.