Planner
Features
Quotes & invoices
Site Planner · quoting, invoicing & pipeline
New
Export
Pipeline
Every quote and invoice on this device. Click a row to open it
Open quotes
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Accepted
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Awaiting payment
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Paid
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Import from Site Planner
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Markup on plan rates % Catalog-linked items keep their catalog price
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Import into
Selected total {{ impTotalFmt }} excl. VAT
Plans saved on this device by the Site Planner. Quantities come from the drawing; rates come from your catalog links or the planner rate card.
No saved plans on this device yet
Open the Site Planner, draw the job, then press its Quotes button. The plan appears here with quantities ready to price.
Re-sync from plan
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This site already matches the latest saved plan. Nothing to change.
The saved plan has changed since this site was imported. Untick anything you'd rather keep as-is; your edited prices are never touched.
Email-ready text
Covering note with totals, ready to paste into your email app alongside the PDF