Quote with discipline.
A structured workflow that separates labour, overheads and profit — so you stop guessing.
Break-even
£—
True cost (labour + overhead + direct costs).
Profit on this job
£—
Profit after labour, overhead and direct costs.
Structured quoting prevents margin erosion.
Margin
—
Margin after discount.
Overhead rate
£—/hr
From Settings.
Step 1 of 5 — set the job context.
1) Job details
Keep this simple. The structure comes next.
Step 1
2) Labour structure
This is cost to deliver (not what you charge). Add roles and hours.
Step 2
Tip
If you’re not sure, start with one role and refine later. QuoteSmith will keep labour, overhead and profit separate.
| Role | Wage cost (£/hr) | Job hours | Travel hours |
|---|
Buffer check
See how sensitive this quote is to time overrun (common in operational work).
Confidence
Quick check: how confident do you feel about this quote?
Saved alongside the quote so you can review “low confidence” pricing later.
Total labour hours
—
Includes travel if enabled.
Labour cost
£—
Wage cost × hours.
Overhead recovery
£—
Overhead rate × labour hours.
3) Direct costs
Keep these separate so you can see what’s truly costing you.
Step 3
Reminder
Overheads are handled separately (in Settings). Don’t include labour in overheads — labour is captured in Step 2.
4) Profit strategy
Choose a margin tier. Discounting is allowed — but made visible.
Step 4
True cost
£—
Break-even.
Profit
£—
Based on selected tier.
Price (pre-discount)
£—
Before any discount.
Final price
£—
After discount.
5) Summary
This is what you save and send to Generate.
Step 5
| Labour cost | £— |
| Overhead recovery | £— |
| Materials | £— |
| Equipment / plant | £— |
| Subcontractor | £— |
| Other costs | £— |
| True cost (break-even) | £— |
| Profit (selected tier) | £— |
| Price (pre-discount) | £— |
| Discount | £— |
| Final price | £— |
| Effective margin | — |
Tip: Build discipline by using the same overhead rate and margin tiers consistently across jobs.
Step 1 of 5