Questions

How do I turn a client quote PDF into subcontractor scopes?

Split the quote by trade, take out your job costs, margin and the client's price, and give each subcontractor only their own scope and price. SUBR does this from the quote PDF: AI reads it, your office checks it, and SUBR cuts one scope per trade with none of your figures on it.

Done by hand, this means copying each trade's lines and wording into a new document and deleting every figure the subcontractor should not see. In SUBR, your office uploads the quote, checks the read with two ticks, then creates a scope for each trade with its measure and wording. Your office sets the price offered to each subcontractor. The same quote also produces supplier materials requests and a scope of works for your project manager.

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