How It All Fits Together
The data flow from supplier price sheets to a priced Excel estimate.
How it all fits together
Once you understand the six core concepts, the flow through the app makes sense at a glance:
Price Sheet (PDF/Excel) Manual entry
│ │
▼ ▼
Products ──► Prices (per supplier, per date)
│
▼
Assemblies (recipes that combine products)
│
▼
Rates ◄── Takeoff quantities
│
▼
Estimate ──► Excel export
Reading the flow
- Products are the master list of things you buy or supply. Populate them either by importing supplier price sheets or adding them manually.
- Each product accumulates Prices — one per supplier, per effective date. Old prices stay in history.
- Assemblies combine products into reusable recipes (e.g. “150 mm reinforced slab per m²”).
- Rates are the per-unit prices on each estimate line. They can be typed directly or computed from an assembly.
- Takeoff quantities (measured off drawings) supply the how much; rates supply the how much each.
- The Estimate brings it all together and exports to Excel.
What changes automatically
- Update a supplier price → next time an assembly using that product is applied, the new cost flows through.
- Re-measure a takeoff shape → the group quantity updates → the estimate line total updates automatically.
- Change a variable when applying an assembly (e.g.
{thickness}) → the rate recomputes for that one line, without touching the assembly itself.
What doesn’t
- Editing an existing price record updates it in place — use this only for typos. To record a price change, add a new price so history is preserved.
- Excel exports are snapshots. The file you send today won’t change if your rates update next week.