Exporting data

Quantities out as a spreadsheet, a report, an invoice or a quote, priced from a rate sheet.

File > Export Data takes the measured quantities out of the job. It is one dialog covering both a plain quantity dump and a priced document.

Pick a format

Pick a document

Beyond a plain export, the same quantities can go out as:

• Invoice - to bill a client.
• Quote - to request a price from a vendor.

Both carry your company profile, a contact and email, a date and a number. Edit Company Profile is in the dialog, so the details are set once rather than per document.

Pricing from a rate sheet

A rate sheet is a saved set of prices keyed by item code. Choose one and the export fills in the prices for every item whose code it recognises, reporting how many it matched - "Auto-filled 34 of 41 items". Items it cannot match are left for you, and a sheet that matches nothing says so rather than silently pricing at zero.

Save As Rate Sheet works the other way: once a job is priced, keep those prices as a rate sheet for the next one.

This is what the Code field on an item is for. A rate sheet matches on the bid item code, so items with no code are never auto-priced. See Adding items.

Adjustments and totals

Applied on top of the priced lines:

• Markup %
• Overhead & Profit
• Tax %

The dialog shows the Subtotal and Total as you change them, so the effect is visible before you export rather than after.

Choosing what is included

• Coded Only - leave out anything without a bid item code.
• Included Items - how assembly children are treated.
• Include in export - a per-item switch, for the lines that should not leave the office.
• Merge - combine matching lines rather than listing them separately.

Utilities

A utilities export carries the excavation as well as the pipe, so the dialog adds depth and elevation controls for it. See Trench and excavation for what those numbers mean.