The whole job is decided in the first five minutes, standing on the drive working out what it is: how many m², how bad the weeds are, whether it wants resanding after. Get that number in front of the customer while you are both looking at the same driveway and the job is usually yours. Post it two days later and it is a price competing with two other prices.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Driveway cleaning | m² |
| Patio and path cleaning | m² |
| Render and soffit cleaning | m² |
| Resanding, kiln dried | m² |
| Sealing | m² |
| Day rate | days |
| Fuel, detergent and consumables | job |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
Build the estimate standing on the job with the areas as lines, show them the total, and take it away agreed. When they accept, it converts to an invoice with the lines and terms carried across.
The price book holds each surface at its own rate and its own unit. Put in the area and the line works itself out, which is what stops a big drive being underpriced at the gate.
Group them with their own subtotals and the customer can say yes to two of the three, which is a better outcome than a single number they say no to.
Yes. A price-book line carries its own unit, so cleaning bills per m², a day of render work bills per day, and both sit on the same document.
Send an estimate with the areas as you measured them on site. If the job changes, edit the lines when it becomes an invoice: nothing is locked by having been quoted.
Put it under its own heading with its own subtotal so the price of it is visible on its own, and take the group off if they decide against it.
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