Fill this in after estimating a job — the preview on the right shows the actual document pages as you type. Saving sends the job data to Drive; then ask Claude to "generate the proposal/quote for <name>" for the final PDF.
The basics — cover page and filing. "Prepared for" mirrors the client name and the date defaults to today; status labels are set automatically by document type (override only if needed).
Blank = the standard headline. Type to replace the big title on that page for this job only.
None of this shows on the quote. It rides along in the job folder so whoever builds it knows the site.
Snap the site as it is now — access, existing structure, where power/taps are.
One row per independently-priced option. Enter the inc-GST range only — ex-GST is calculated automatically (÷1.1). Pick "Custom / other" in the material dropdown to type anything not in the list.
| Material / label | Size label | Low inc GST | High inc GST | Spec line | Eyebrow tag |
|---|
Same-option board swaps shown as a small delta note (not independent pricing). Leave empty if not relevant.
| Material | Note | Delta |
|---|
Line items for the "what's included" table. Tick Strong to bold a line (e.g. a demolition estimate range).
| Label | Value | Strong |
|---|
The closing note on the cost page, plus the three paid next-steps on the approval page.
| Tier name | Description | Price ex GST | Credit consult fee? |
|---|
A package is one complete option the client can pick — the deck plus everything that belongs to it (stairs, borders…). Build it here in one go, hit Save package, and it lands on the quote and the project page together. Job-wide costs (delivery, bins, demo) live below, outside packages. Gold = your override, ↺ = back to calculated.
Seeded from your Rate Card sheet. Yellow-flagged gaps in the sheet show as $0 here — fill them there, then tell Claude "sync the rate card".
| Subframe | Cost $/m² | Days multiplier |
|---|
| Board | Cost $/m² (supply incl waste) |
|---|
When your rates are dialled in, Export the setup. A new user Imports it and their builder is instantly configured like yours.
Fixed items that sit outside any package — same on every option. Edit the amounts, add your own. Blank = not on this job. Amounts are inc GST; no margin (pass-through).
| Fixed cost | Amount inc GST |
|---|
How the quote reads to the client — fixed costs, then each package with its items and a bold total.
| Label | Package | Cost $ | Labour $ | Margin $ | Sell (auto) |
|---|
| Line | Working | Amount inc GST |
|---|
Heroes come from bundles: build line items in the calc, tick + name + "Send to project page". Each hero's price and includes-list flow from its lines. "In costings" decides which bundle the breakdown, totals and budget follow — alternatives stay visible with their own price but out of the maths.
| Name | Sub | Body |
|---|
| Item | Type (internal) | Detail (client sees) | Qty | Unit cost $ | Cost $ | Margin % | Sell (auto) |
|---|
Draw the deck, mark dimensions, trace over a site photo. Works with a finger on a phone or tablet. The sketch saves into the job's Drive folder automatically — it never appears in the client document.
What to do here: normally nothing. The weekly figures are estimated automatically from the job's price using the interest rate below — check the rate matches HandyPay's current rate (from the HandyPay partner portal) and adjust if needed. All figures are marked "indicative" on the page; HandyPay quotes the client directly. Type over any figure to override it.
| Label on page | 3-yr $/wk | 5-yr $/wk | 7-yr $/wk |
|---|
Standard 7 steps and payment schedule, pre-filled — only change if this job genuinely differs. Payment schedule must total 100%.
| No. | Title | Body |
|---|
| % | Label |
|---|
| Item | Supplier | Stream / option | Qty | Unit cost | Line cost |
|---|
| Task | Stream / option | Days | Day rate | Line cost |
|---|
| Label | Type | Our cost | Margin % | Client charge |
|---|