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ESTIMATES AND PROPOSALS

Estimating

Using the Other Line Items

It's highly recommend to build your financials through selections and specifications to help keep your estimate fully integrated with the scope presented on the Specs & Selections and maintain accountability for all of the project costs, there ma ...

Estimating overview

CoConstruct's Estimating tool lets you plan and price out your jobs in a way that's easy to use, flexible to fit your workflow, and fully integrated with the rest of your project management system.  Where to start Accounting codes The Estimating pro ...

Build CoConstruct Fees into your Contract

Savvy CoConstruct builders essentially get CoConstruct for free by incorporating us directly into their estimates. To do this in CoConstruct, add a new “Project Requirements” spec as one of the first items on your specs/selections. Use this specifica ...

What lines on my estimate are included in the total?

Your project estimate will include a lot of financial details for your project, and this also includes selections that haven't yet been decided by your clients. Some of the details may be associated with specifications, some may be tied to selection ...

What financials can my client see from my estimate?

Your clients will not be able to view the Project Estimate tab directly, but since the estimate information is fully integrated throughout CoCconstruct, you can expect certain information from your estimate to be visible to your clients elsewhere.  F ...

How much detail should I go into when estimating?

When building your estimate, there are a few different approaches that you might take when considering how much detail you should include for each cost that you add. The level of detail is, of course, completely up to you, but here are some examples ...

How do I add new cost lines?

Cost lines can be added to your estimate in a handful of ways, and you can add these costs in a way that is tied to your estimate or not.   On the Estimate When you're on your project's Estimate, simply click on the menu options  to add or delete ...

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Markup + Margin

Using markup values from the project vs. from a template

When you are copying selection items from a selection template, you may see an option asking about markup if you are tracking the budget for your project. On projects where you're tracking the budget, all of the financial details that have been built ...

What happens when I show markup in client allowances?

For each of the markup, margin and tax calculations on your fixed price projects, you have the flexibility to choose whether the markup should be included in the allowances that you present to your clients. So, if you want to account for your profit ...

How are markup, margin, and tax calculated?

In CoConstruct, not only can you add markup throughout your estimates, but you have the flexibility to specify your default markup amounts in a few unique ways.   % of Ext Cost (Markup) Your markup will be calculated as a percentage of the extended c ...

What's the difference between cost and profit markups?

When you add new markups to your project, you will set whether the markup should be treated as cost or profit. For example, you might add "Cost" markups for things like taxes or commissions. At the end of the day, the amounts and calculations from th ...

Why can't I move or delete the last markup/margin option?

Estimates in CoConstruct must always have at least one markup/margin calculation set up to help keep track of your estimated and actual profit during the course of the project. As a result, you will always have one profit markup at the bottom of your ...

Updating or overwriting markup/margin amounts

If you are making changes to your markup configuration on a project, CoConstruct will let you decide whether the changes should be applied across the board or if they should only be used for future line items that are added. Note that this option is ...

How are estimated totals and estimated profit calculated?

On your project's Estimate, the two key figures that you'll want to keep an eye on are listed in the bottom portion of the page: Estimated Profit and Estimate Total Estimate Total The "Estimate Total" is the best guess final price of the project, in ...

How can I customize the base and total price labels for a project?

You can customize the "Base Price" and "Total Price" labels that appear on a project, since different projects may use different legal pricing language. When you are creating a new project, if you expand the optional settings, you will see options to ...

Setting Your Base Contract Price

Once you build out the estimate for a Fixed Price project in CoConstruct, you will want to set the "Base Price" of your project based on the number you wish to present to your client. To set the base price, go to the project's Financials > Estimat ...

How is tax handled when it is shown or not shown in client allowances?

On fixed price projects, CoConstruct lets you choose which of your markups, margins, and/or taxes should be included in any allowance amounts that you present to your client:  For Markup/Margin calculations that you add, the system will only allow a ...

Accounting for sales tax (GST, HST, and/or PST) in your estimate

For many of our customers outside of the United States and those few regions within that require a tax, such as a Goods and Services Tax (GST), to be applied to the full price of the job (cost & profit) the below video will walk you through the s ...

Who can see the contract price information on a project?

The clients and anyone on your team with builder-side log in access with permission to view financial information can see the Financials Summary, including the base or contract price as well as the price impacts of any choices, upgrades, or changes o ...

Why is a markup locked on my estimate and selections?

If you have configured any of the markups for your project to be excluded from the allowances you present to your clients, you are locking in your profit for that item. As an example, you may build a $2,000 profit into your original budget for plumb ...

How can I change the base price on a project?

For fixed price projects, you can edit a project's base contract price from the project's Financial > Estimate page if you're tracking your budget. If you're not tracking your budget you will find this on the project's Setup page. You can get the ...

Applying markup by columns vs. rows

There are two different ways that you can apply markup on your estimate, depending on the financial structure of your project, as well as your preferences.   Markup applied per line item, in columns This configuration is the only option on Fixed P ...

How do I configure my markup/tax?

CoConstruct's estimating features make it easy for you to completely customize your markup amounts on your project, helping you quickly and easily calculate things like margin, overhead, commissions, contingency, taxes, and more.   What is markup or ...

Accurate Project Pricing

Utilizing CoConstruct's single-entry financial system allows you to enter the project scope - including specs, allowances and options - and leverage that information to obtain and lock inaccurate pricing for you and your clients.   Here's how to leve ...

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Proposals

Creating Proposal Templates

Save any standard language or verbiage you like on proposals, agreements, and contracts to your proposal template library. WHERE? Start on the Main Menu of your account > Templates > Proposals HOW? From an existing project proposal... Start o ...

Creating a Proposal

After you've built a new estimate or specs/selection sheet in CoConstruct, you can now put that information straight onto a proposal document along with other contractual language. WHERE Financials Menu of your Project > Proposals HOW Select "+ ...

Proposal Overview

CoConstruct's Proposal tool lets you create professional and customized contracts and agreements to present to your clients in a way that is easy to use, flexible to fit your business, and fully integrated with the rest of your project details. WHER ...

Separating Tax on Proposals

A project's estimate can be configured to include sales tax in the prices you'll present to your clients, providing a complete and full bottom line price.  When it comes to proposals, you may want to distinguish between the prices you're quoting and ...

Printing Proposals or Exporting to PDF

Easily print or export your professional proposal using the steps below: Start in the relevant project Financials > Proposals Open the sent proposal you wish to export or print Find the printer icon in the upper right corner of the screen Choose ...

Requesting Electronic Signatures

Looking to quickly send proposals and contracts to clients for quick approval?  Use CoConstruct's proposal feature to not only determine the scope and terms of your agreement but additionally send your clients the document AND also capture their ele ...

Sending Proposals to Clients

Need to quickly and efficiently communicate proposals and contracts to prospective clients?  Use CoConstruct's proposal feature to send proposals directly to clients and your team.  Follow the steps below to make sure you get your proposals where th ...

Displaying Cost Details on Proposals

Do you prefer to give your clients more information beyond just the bottom line?  CoConstruct's proposal feature allows you to decide various levels of details from a basic bottom line all the way to a detailed cost line breakdown. HERE'S HOW While ...

Inserting & Customizing Project Data on Proposals

As you create custom proposals and agreements for your projects, you'll be able to insert project data fields that feed from information you've already entered into the project. What project data can I insert into my proposals? Proposal Date Proje ...

Building and submitting proposals to your clients

  ...

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Prospect vs Active

Training Home, Prospect Project: How and When do I use them?

Getting familiar with CoConstruct and training your team Each and every CoConstruct account comes with a free Training Home project, and this is a great place to work as you get used to CoConstruct. Add a selection item. Make a choice. Create a chang ...

Can I move an active project back to prospect?

You can freely move projects between active and warranty phases, and if you archive the project, our Support team has the ability to set it back to the status it was in prior to that move. Once you move a project from prospect to the active or warran ...

Prospect projects

On certain CoConstruct plans, prospect projects allow you to add a project to CoConstruct free of charge for use with a potential customer. Once that potential customer becomes a real customer, you'll then need to make the project "Active" from the p ...

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Warranty vs Archive

How can I organize my warranty requests into sublists?

What are sublists? Sublists allow you to further segment the types of items on the Warranty page. They are most commonly used to separate your punch list items from other warranty items. As another idea, if you have predetermined warranty walkthrough ...

How can I set up a warranty check-in program in CoConstruct?

One of the most important parts of marketing your business comes after all the construction is done and the tools have been put away. That's when your clients hopefully start sending you referrals based on their great building experience with your co ...

Warranty overview

The Warranty page of CoConstruct gives you a place to track and manage all of your warranty requests, warranty check-ins, or punch list items.   Adding warranty requests No matter where you are, you or your clients can add warranty requests quickly: ...

How do I un-archive a project?

Please contact support for us to handle that for you. ...

How do I archive a project?

When a project is completely done and the clients no longer need access, you can change it to "Archived" status.  To do this, go to Projects> Edit Projects and in the "Status" column you can change a project from "Active" to "Archived." This will ...

When should I use the "Warranty" and "Archive" phases?

Hooray! The home is complete! But...now what? Once a project no longer needs to be "Active," you can change its phase to either "Warranty" or "Archive" by going to the Edit Project Setup page by clicking on the "i" icon on the Dashboard next to the ...

How do I move a project to the warranty phase?

Once you are ready for a project to go into the warranty phase, go to the project Setup page (from the Main Menu > click the "i" info icon next to the project > Edit Project Setup). Choose the new phase of Warranty, and be sure to save changes ...

Do holidays effect warranty item "Finish by" dates?

No, the holidays only effect dates on the schedules. There are no restrictions for holidays for the Finish By dates on the Warranty list. ...

Deleting a warranty request

You can delete any warranty requests as long as they were entered by someone on your team. To delete a request, click "More" and choose "Delete." Note that you cannot delete a request that has been created by a client. Instead, consider marking the ...

How is completed warranty work verified?

It is a best practice to have a client sign off on warranty requests when they are complete. CoConstruct allows you to do this electronically. When you complete a request, it moves to the completed list, but is considered to be unverified. You and y ...

How can I post important warranty information to my clients?

When you upload a file to the Files & Photos page, you will see an option to "Show to clients for review on warranty page."   As the builder, you will not see these files on the warranty page, but any files that you upload with that option will s ...

Can I make updates to multiple warranty requests at once?

CoConstruct's warranty page lets you quickly and easily update multiple requests. You can: Complete a set of open warranty requests Accept multiple warranty requests that are awaiting review or marked "Not Warranty" Mark warranty requests as "Not Wa ...

How will assignees be notified about warranty work?

For users who are assigned to warranty requests on your projects, there are two different types of notifications that will alert them to the assignment and convey the details for the work, in addition to alerts that they will see on their main dashbo ...

How can my clients or partners use the warranty page?

Clients Your clients can access the warranty page for their project, but they will only see limited information on this page. Your clients can: Submit a warranty request to your team for review (you'll be able to "Accept" or mark it "Not Warranty" f ...

When is a warranty request listed as upcoming or overdue?

A warranty request is displayed as upcoming or overdue based on the due date that has been assigned to it, the project's warranty expiration date, and your personal settings.   Upcoming By default, warranty requests will be listed as upcoming 3 days ...

How can I attach or send photos and files to my assignees for warranty requests?

Full site From the main site, you can attach photos or files directly to a warranty request with the "Attach" option that you'll find after clicking into a warranty item. Choose from any files that have already been uploaded to other areas of the pr ...

What does each warranty status mean?

Open These are items that you, as the contractor, have agreed to address. Awaiting Review These items were requested by your client and stay in this category until you either accept them or deem them not to be covered by warranty. Accepting an item m ...

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