Project & client
Shared contacts used by Project and Master Tracker Owner — pick a saved client or start a new one.
This prints on the client proposal under “Scope of Work.” Be specific — list the areas, materials, and work included so there's no ambiguity later.
Prints on the client proposal below the pricing. This is a starting draft based on your general contract language — it is not legal advice, and we recommend having an attorney review it before it's used with clients. Edit freely per bid.
Item & labor catalog
0 priced items from your Items tab — labor, subcontractors, machinery, stone, soils, mulch, and every plant category.
Bulk material calculator
Same coverage rates as your Pricing tab — figure quantity from a bed's dimensions, then drop it straight into the bid.
Seasonal color
Annual color pricing = material + delivery/qty + install labor, marked up — exactly like your Seasonal Color tab. Enter a quantity to see the per-plant price.
Bid summary
Everything you've added, category totals, and cost-plus pricing tiers like your Final tab.
Line items
| Item | Category | Qty | Unit price | Total |
|---|
Category breakdown
Cost-plus pricing tiers
Applies a company-wide margin on top of the cost basis below — pick a tier to set it as your quoted total. This mirrors the Cost / Rev / PM / Markup columns on your Final tab.
| Markup on cost | Cost | Quoted price | Profit margin |
|---|
Final numbers
Downloads a real, formula-driven .xlsx laid out like your Final & Line item final tabs — for your own estimating records.
Client bid proposal
A clean PDF for the client — company header, project & client info, terms, description, and the Description / Total Amount table with Sub Total, Tax and Total. No cost, markup, or margin figures — just what's on your Final tab in columns A–I.
Bid Maintenance
Landscape maintenance proposals — cost calculator, optional items 6/7/8, and printable contract. Stored separately from install bids.
Core maintenance (bill rates)
Additional services
| Service | Times/yr | Hours / qty | Zones / bags / SF / flats | Bill rate | Unit cost | Yearly total |
|---|---|---|---|---|---|---|
| Irrigation | — | $0 | ||||
| Fertilization | — | $0 | ||||
| Light check | — | — | $0 | |||
| Frontage field areas | — | — | $0 | |||
| Rye overseed | — | $0 |
Optional contract items 6 / 7 / 8
When checked, costs fold into the monthly total and the contract says (included). When unchecked, those lines are excluded from price and the contract says (At Additional Cost).
Tax (8.25%) internal note only — not on contract. With tax: $0
Defaults to computed monthly total. Override anytime; contract uses this figure.
Contract preview
Filled from fields above as normal body text · Word download uses Justin’s DOCX templateSaved maintenance proposals
Cloud + localStorage cacheCloud save ready.
Saved bids
Synced to the server (Postgres) so Justin does not lose work when localStorage clears. This browser keeps a local cache for offline use. Use folders to track Bidding, Approved, Archive, and Completed. Export JSON still works as a manual backup.
Cloud save ready.
QuickBooks Online
InvoicesChecking QuickBooks connection…
Completed bids can create an invoice. Without Intuit app keys the app uses mock mode (local pending invoice). Setup: docs/QUICKBOOKS_SETUP.md.
Master Tracker
Excel-like working tables for Enhancement & Irrigation bids, Active / Proposed contracts, and Prospects. Cloud-synced (Postgres). Enhancement and Irrigation stay as separate views — duplicate bid #s are flagged, not merged.
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