Quoting a whole doorset, not just the repair.

Section 01How to do it

1. 01

   Start from a preset

   Add a door type from a preset, or from one you saved. Give it a name, a quantity and its location or door references. Duplicate it for similar doors and change the details.

2. 02

   Measure before you specify

   Structural opening, leaf sizes, handing and the frame condition. A doorset ordered to a guessed size is the most expensive mistake here, and the software cannot catch it for you.

3. 03

   Specify each door beside the drawing

   Rating, configuration, ironmongery and finish, with options appearing only where they apply. The drawing redraws as you go, and the price for that door type updates beside it.

4. 04

   Decide supply and install, or supply only

   Where you are fitting the doors, price the doorset and the fitting together. That is what a client comparing quotes expects. Where the client has their own installer, choose supply only. The quote prints which.

5. 05

   Add the client and site

   Client & site holds who the quote is for and where the doors are going.

6. 06

   Review the quote, then send

   Review quote shows the door schedule, the specification and the totals. Once the client accepts, raise the RAMS for the job and book the install.

Section 02What the app actually does here

• A quote holds a schedule of doors. Each door type has a name, a quantity, and a location or door references
• Start from a preset, or from one you saved yourself with Save as preset
• Duplicate a door type to start a similar one, then change the details
• Options show only where they apply — glazing options appear once glazing is chosen
• A live drawing redraws as you change the specification, with the price for that door type beside it
• Each door is supply only or supply and install, and the quote prints which
• The specification prints into the quote PDF beside the price
• Your door prices sit in their own list, the same rows as Settings. Each is marked Yours or App price, with a Reset on every row
• Every price change made from the quote can be undone
• Work in progress is kept as a draft that only you can see
• A door quote does not need an inspection. Start it from the client and site when a client just wants new doors priced
• On a repair quote, any leaf or frame fix can be marked as the replacement. The door’s other fixes then charge materials only. One switch on the Pricing page turns that off

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related