COSTING & QUOTATIONS
Price the sign.
Prepare the quote.
Sign costing software that brings your design, materials and job time together. Follow a fictional café sign through Tray Master, from the first cost checks to the customer price.
THE EXAMPLE JOB
A sign for
Willow & Wren Café.
One unlit fret-cut sign tray, 1,800 × 600 mm, with 60 mm returns and opal acrylic behind the lettering. The customer will collect it, so this example has no fitting charge.
Willow & Wren Café is fictional. All prices and rates shown are made up for this example. Use your own supplier prices and workshop rates.
Start with what you will make.
Check the dimensions, material, finish and artwork. Review the sheet layout before pricing the job.
Keep the job together.
Save the design and costing in the same job. If the customer asks for a change, check its effect before preparing a revised quote.
01 / JOB INPUTS
Allow for the work,
as well as the material.
Open Costing, then Job Inputs. Enter the time and quantities for this job, including assembly and CNC work.
Include the time around cutting.
The cutting estimate does not include setup, tool changes or drilling. Allow for the other workshop work when checking your CNC hours.
Match the quote to the job.
Add fitting and survey time when needed, including the number of people. For this collected sign, check that fitting has not been included by mistake.
02 / COMPANY COSTS
Check what the job
will cost you.
Use Company Costs to review purchase prices and workshop costs before deciding what to charge.
Check prices and rates.
Look for missing material prices. Check the purchased sheets, labour and machine rates against your own workshop setup.
Review the estimate.
Include the extras the job needs. Estimated profit helps you review the quote; actual costs can change as the work is made.
03 / CUSTOMER PRICE
Prepare the amount
the customer will see.
Open Customer Price. Check the charges, subtotal, VAT and total, then resolve any missing prices before issuing the quote.
Choose the customer document.
In PDF Reports, choose Summary Quote PDF or Detailed Quote PDF. Add your company and customer details, then preview the document.
Keep internal costs private.
Internal Cost PDF is for your own records. Check the selected document, details and figures before sending anything to the customer.
04 / THE CUSTOMER QUOTATION
A clear price,
ready to review.
The same job produces this Summary Quote PDF. It shows the sign specification and customer total, without your purchase costs or estimated profit.
| Price excluding VAT | £477.87 |
|---|---|
| VAT at 20% | £95.57 |
| Total including VAT | £573.44 |
Check the customer details, what is included and the final figures before sending the PDF. Choose Detailed Quote PDF if you want to show the selling charges in more detail.
Help with customer details and branding ↗TRAY MASTER FOR WINDOWS
Bring the next job
together.
Hear when the beta is ready to try.