With Onetrace, you can price up your work and tenders in a few minutes.
In this article, we will walk you through the steps to price up your work and tenders within Onetrace:
Steps to Create and Add Material Rates
1. Log into your account at Onetrace.cloud
2. Select the Settings tab from the options in the left-hand menu.
3. Click the Materials Tab from the top bar.
4. Click the folder you wish to create materials for. For this example, we are choosing Door Materials.
🚨 You will notice that some materials are already populated in the system but you can easily edit these folders to add your own.
5. Click the Create Material button.
6. Add the material name.
7. Choose the Input Type from the dropdown menu.
🚨 The selection of the input type determines the method for recording measurements of the chosen material.
8. Click Create Material to save your progress.
By following these steps you will be able to add in your materials rates for any project within your Onetrace account.
Steps to Add Operative Rates
The Operative Rates tab automatically determines how much the operative is paid for the material being used.
1. Click the Operative Rates tab.
🚨 You can specify a flat amount, a cost per unit of material used, or both for a specific job.
🚨You can add multiple tiers of costs for different quantities of material used by clicking the + Add Another Tier tab.
Example:
"For up to 0.1 m2" of ablative batt the company will charge "£5.00 Flat Amount" and so on.
2. Click the Save Changes button.
By following these steps you will be able to add in your operative rates for any project within your Onetrace account.
Steps to Add Charge Rates
The Charge Rates tab automatically determines how much the client is to be charged based on the usage of the material.
You can create a list of the materials you’ll be using and set the pricing to inform your clients how much they’ll be charged for it.
1. Click the Charge Rates tab.
🚨 You can specify a flat amount, a cost per unit of material used, or both for a specific job.
🚨You can add multiple tiers of costs for different quantities of material used by clicking the + Add Another Tier tab depending on the job in question.
Example:
"For up to 0.1 m2" of ablative batt the company will charge "£10.00 Flat Amount" and so on.
2. Click the Save Changes button.
By following these steps you will be able to add in your charge rates for your clients for any project within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!