5. Standard Quote

What is a Standard Quote?

 A Standard Quote prices your Enquiry using standard rates defined in your WBS (Rate Schedules). When your BOQs are created by picking activities from the WBS—and those activities have a Scheduled Rate/UOM—JobNext pulls those rates in as the cost for each BOQ line. You then apply a profit % (and taxes/terms) to arrive at the sell price.

When to use

• You deliver repeatable services and maintain a priced Rate Schedule (WBS).

• You want consistent costing from centrally maintained rates (optionally backed by Rate Analysis).

• You don’t need a bottom-up estimate for this opportunity.
  
  

Prerequisites

• Rate Schedules populated in Preconstruction → Rate Schedules with:

  • UOM and Scheduled Rate per UOM (currency set),

  • (Optional) Rate Analysis—the resource build-up that justifies the rate.

• An Enquiry with BOQs added from WBS/Scopes (so each BOQ line has a WBS code).

Workflow

A) Prepare/verify standard rates (one-time per catalogue)

1. Go to Preconstruction → Rate Schedules.

2. Search the activity; confirm UOM and Scheduled Rate per UOM are set.

3. (Optional) Click Rate Analysis and define materials/labour/plant that make up the rate; Save.

If a WBS activity has no rate, its BOQ cost will be zero in the quote. Set the rate here first, then return to the Enquiry.

B) Build BOQs from WBS (if not already done)

1. Open the Enquiry → Requirements (BOQ).

2. Add from Scope/WBS, pick activities, enter quantities, Save.

C) Create the Standard Quote

1. Open the Enquiry → Quotes → Add Quote.

2. Choose Standard Quote (or set Easy Quote = No and select Rate Source = Standard/WBS — depending on your UI).

3. Confirm that costs are pre-filled from the Scheduled Rates × Quantities.

4. Enter Profit % (header or line level).

5. Select tax/VAT option, add Terms & Conditions and any attachments.

6. Save Draft → Submit Quote. Use Print/Export for the customer PDF.

What you should see

• Quote lines show Cost from Scheduled Rate × Qty; Sell = Cost + Profit %.

• If any line cost is zero, its WBS rate is missing—fix it in Rate Schedules and refresh the quote.

Tips & gotchas

• Currency: ensure Rate Schedule currency matches the Enquiry currency, or confirm your deployment’s currency handling.

• UOM alignment: BOQ UOM must match the WBS UOM for the math to be correct.

• Do not overwrite costs on a Standard Quote unless you intend to depart from the catalogue rate—use Profit % for margin control.

• Use Rate Analysis to keep rates defendable and consistent across projects.