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Help · Money

Price a job as an estimate with sections and options, reuse rates from your cost catalogue and assemblies, revise it, and award it to a project when you win.

[Draft]

Draft: this article is still being written. The outline below is accurate to how Konverge works today, but the step-by-step detail is not finished. For help with this now, email support.

Who can do it
People with the Estimates area. Costs and margins need See money figures.
Where
Phone and web
Status
Draft
On this page
  1. 01What this article will cover
  2. 02In the meantime

This article is still being written. Here is what it will cover, so you know what Konverge does today.

What this article will cover

  • Creating an estimate, its lines and sections, and options the client can choose between.
  • The cost catalogue and assemblies built from catalogue items.
  • The cost sheet and margin, shown only to people with See money figures.
  • Saving an estimate as a template.
  • Revising an estimate: the new revision (R1, R2 …) and the original marked Superseded.
  • Sending it for signature, and Award to a project, which sets up the project’s schedule of values.
  • Turning an accepted estimate into an invoice.

In the meantime

Open Estimates (under Estimates & sales on the web) and create an estimate.

If you need a hand now, email support@getkonverge.com and we’ll walk you through it.

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Support

Still stuck?

Email us and say which company and project, what you expected and what happened. A screenshot helps. We reply by the next business day, UK time. Never send us a sign-in code.