How to configure company settings for estimating

How to configure company settings for estimating

To get the most out of Planyard’s estimating features, set up key company settings first. This ensures your quotes are consistent, accurate, and tailored to your workflow.

1. Add or update company information

Company details are automatically included in every quote. To set them up:

1. Go to Company in the top menu.
2. Click Settings.
3. Use the pencil icons to edit company name, address, contact details, and other fields.
4. To upload or replace your company logo, click Upload new logo.

The logo appears at the top of the quote PDF, while your company info shows in the footer.

2. Customize your estimation pipeline

Define and order the stages in your estimation workflow:

1. Go to Company > Settings.
2. Open the Company-wide features tab.
3. In the estimating pipeline section:
   • Add new stages
   • Reorder existing stages
   • Edit stage names
   • Delete unused stages

This helps track estimates through a clear, structured pipeline.

3. Set default client quote settings

Standardize quotes with the following default settings:

• Client quote notes – Pre-fill notes included in every quote
• Quote expiry days – Set how long quotes remain valid
• Default VAT/Sales tax rate – Apply a consistent tax rate to all estimates

4. Enable material breakdown

For more detailed cost estimates:

1. Go to Company-wide features in Settings.
2. Find the Estimate material breakdown option.
3. Enable the feature.

This allows you to break down each line item by materials, labor, machinery, and subcontractor costs.

Tip: These settings apply across your entire company account, ensuring consistency across all projects.