IDG-Trade Software Solutions

 

Software for Tradesmen
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Assemblies

Assemblies are useful if you wish to group an action together into one item. For example, you have a job to install a sink. Lets say that this job requires a sink, pipe, taps etc, and labour. You have the capability of grouping all these individual units together and you can simply add a single assembly with a single price to your quote (behind the scenes, it actually adds all the stock and labour costs for the task, but they are hidden for ease of use). The price of this assembly will only be calculated when you add it to your quote. i.e., it will always reflect the latest prices. Once added to your quote, the assembly items can be manipulated without touching the original assembly definition - which remains as your template. For example, you may wish to install a sink but have a different brand of sink to the one in your template. In this case all you have to do is add the assembly to the breakdown of your quote, double-click on the quote assembly, remove the sink entry, and replace it with the new sink (using the Select Stock screen if you wish).

The Assembly List screen

The Estimate List screen

 

The Assembly Details screen (in this case, showing the details for the assembly labelled "Install Sink"). Note that the current price is being shown. When the assembly is added to your quote, the latest prices from the Stock Details screen are used.

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