Price the failures once, then quotes price themselves.
Set your rates once, decide once what each failure is worth, and every future quote prices itself from the findings. The mapping travels as a CSV, so the long tail can be done in a spreadsheet rather than a form.
Section 01How to do it
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01
Set your defaults in the app first
Default rates and the fire-door rate card are entered in Settings, not imported. Do this before anything else — the CSV covers the mapping, not these.
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02
Export the mapping before you edit it
The CSV carries the component and failure reason as internal IDs, so export first and work from what comes out. A spreadsheet of your own prices will not map on its own.
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03
Price the long tail in the spreadsheet
This is the step that pays for itself. Decide once what “intumescent strip damaged” is worth, and every quote from then on prices it without a decision.
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04
Import it back
The import confirms how many rows it found before writing anything, and skips rows that duplicate a mapping you already have.
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05
Handle the exceptions on the quote
Rates are held once for the whole workspace, so a client who is charged differently is handled by overriding the line on their quote. The override is recorded rather than applied silently.
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06
Quote one real job and check the total
Against what you would have charged manually. If it differs, the mapping is wrong and now is when you want to find out.
Section 02What the app actually does here
- Pricing defaults and the fire-door rate card are set in Settings, not imported
- The quote-item mapping exports to CSV with five columns: component type, failure reason, description, unit price and status
- Those first two columns are internal IDs, so export before you import — an arbitrary spreadsheet will not map
- Import confirms the row count before writing, and skips rows that duplicate an existing mapping
- Rates are held once for the workspace — there is no separate rate card per client
- Any quote line can still be overridden by hand, and the override is recorded rather than silent
Section 03What goes wrong
Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.
The unmapped ones surface as manual lines on a Friday afternoon. Do the long tail once.
If the totals differ you will not know whether it was the mapping or the new price. Migrate first, reprice later.
That is a feature — a changed line on a quote is visible, not silent — but it means “just this once” is on the record.
Section 04Questions
Q01
What format does the CSV need to be in?
Q02
Can different clients have different rates?
Q03
Do quotes have to use the mapped price?
Section 05Related
Guides help. Doing it helps more.
Everything above is checkable inside the trial, on a real building, with nothing held back and no card required.
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