Quote Builder — Copeland Design Studio

1

MAS Price List

Upload a supplier .xlsx and search the catalogue

Tolerant import. Column order does not matter — the parser finds the code, description and price columns by name. Max 5 MB, 5,000 rows.

Price list file (.xlsx)

No price list loaded

Code	Description	Unit £
Upload a price list to browse and add items.

2

Client & Site

Who the quote is for and where the work is

Client name

Contact name

Email

Phone

Site name

Address line 1

Address line 2

Town / City

County

Postcode

Site details can later be matched to TrakNet via the find-site route.

3

Materials & Line Items

From the price list or free-text — all fields editable

Code	Description	Qty	Unit £	Margin %	Line £
No line items yet. Add from the price list above, or add a free-text line.

4

Engineer Time & Costs

Day rates by role, overnights, mileage and expenses

Labour — role day rates

Role / Location	Day rate £	Days	Cost £

Overnights

Mileage

VAT rate %

Other expenses

Description	Amount £

5

Generate & Accept

Preview the branded quote, then record acceptance

Quote no.

Project ref

Prepared by

Quote date

Valid until

Client acceptance

Click-to-confirm only. This records the typed name and time of acceptance for your audit trail — it is not a legally binding electronic signature.

Accepted by (name)

Typed signature

I have read and accept the Terms & Conditions in this quote.

Send to TrakNet

Once accepted, push the quote into TrakNet against the surveyed site. This links the two systems and raises the engineer job automatically.