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Packages

Sell the whole system, priced off the real job.

Build good, better, and best once from your own catalog. Put one on a proposal and every line prices itself off that job's own numbers: a roof takeoff for a roofer, a counted scope sheet for every other trade.

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Sign-in and catalog access are required. A package is a priced offer to review, not an order and not an approval.

Package

Architectural system

Ready to offer
Markup
25%
Lines
6 catalog items
Priced off
This job's takeoff
01
Architectural shinglePriced off roof area
Always
02
Synthetic underlaymentPriced off roof area
Always
03
Ridge ventPriced off ridge length
Always
04
Valley metalNo valley length on this job
Skipped
Example dataA line the job cannot measure is skipped and named. It is not filled in with an assumed quantity.

How the work moves

Build it once. Price it per job.

The package is a reusable definition. Every quantity it produces belongs to the job it was applied to.

  1. Step 1

    Start from your own catalog

    A package holds catalog items you already priced. It does not invent a material, a cost, or a supplier.

  2. Step 2

    Say what each line is priced off

    Point a line at a roof takeoff quantity or a job scope-sheet quantity, or leave it on the item's own basis. Mark the lines that always ship.

  3. Step 3

    Offer it on a proposal

    Pick the package and the measurement. Each line's quantity comes from that job's own numbers, so nothing is re-keyed.

  4. Step 4

    See what it could not price

    A line whose quantity the job does not have is listed as skipped, with the reason. So is a line whose cost you have not set yet. Neither is completed with a default.

Package states

What a package is, and what a line can come back as.

A package holds catalog items. What it prices depends on what the job actually measured.

  1. 01
    Ready to offerActive, so it can be picked on a proposal. Its markup and warranty travel with it.
    Selectable
  2. 02
    ArchivedOff the picker. Proposals already sent keep the lines and warranty they were sent with.
    Hidden
  3. 03
    Priced lineThe job had the quantity this line is priced off, so the line carries a real number.
    Measured
  4. 04
    Skipped lineThe job has no value for the quantity this line needs, so the line is named and left out rather than guessed.
    No measurement

Package vs. proposal

A package is a way to price, not a promise.

LiveReusable packageYour catalog items, their order, the basis each is priced off, a default markup, and an optional warranty.
Manual pathApplied to a proposalSomeone picks the package and the measurement. Nothing is added to a proposal on its own.
ConditionalShared warrantyOne warranty can apply to every package. When that is on, a package's own warranty text is saved but not printed.
Out of scopeOrdering & supplyA package never places a supplier order and never confirms that anything is in stock.

Next step

Build the system you actually sell.

Sign in, pick the catalog items that ship together, and say what each one is priced off.

Packages price from your catalog and the job's own measurements. They do not order materials.
Get started