User Guides and FAQ's

The following information is displayed about the project.

• Suburb
• Expected start date
• Estimated project price excluding margins
• Brief job description
• How long you have to complete the quote (if you accept quote)

Go to View/Edit Quote. This will take you to the preliminary quoting page giving you the scope of works to be quoted and other project information that is in the top right corner.

This includes the preliminary project drawings.

Don’t leave us hanging. If you do not want to proceed with the quote opportunity please go back to the project card and Decline quote.

This allows us to find another builder to replace you.

You can request further information from Fitout Builders about the project.

• Go to FB Quotes and select view/edit quote for the project your question relates to. .
• Select the RFI blue button at the top right and type your RFI.
• You will get an email and a general system notification alert when you have a reply.
• All RFI communication will remain in this RFI chat area.
• In some cases Fitout Builders may choose to share the RFI with the other quoting builders.

Clients may communicate with you after your quote has been submitted to help them make a final decision. You will get an email notification if you have a client question.

• Go то My Projects then go to your quotes.
• Click on the client communication tab, top right.
• Here you can see the clients message and be able to send a reply.

What are the quoting timelines?

You have 24 hours to proceed or decline the quote.

If you accept, you have -

• 7 days to finish and submit the quote for jobs estimated to be up to $100,000
• 10 days to finish and submit the quote for jobs estimated to be 101k to $200,000
• 14 days to finish and submit the quote for jobs estimated to be 201k and over

Review and edit your quote

• Click on any dollar or qty fields to edit the fields to your own requirements. Press the blue submit when you have finished the line item.
• You can add a new item to the quote if you have additional suggestions. Just use the blue Add item button. This will be shown as a separate addition on the clients quote.

There may be occasions where you want to exclude or remove an item from the quotation. For instance, the client may say an item is no longer required.

You can delete the item altogether by clicking the Xnext to the item image.

Or you can exclude it. Excluded items will appear on the scope of works as excluded (with no pricing).

To exclude an item, toggle the relevant Excludebutton to turn on/off item.

The advantage of excluding an item as apposed to deleting is that it can easily be re-included if the client changes their mind.

In the Quote tab of a project and below the main quotation are the Quote Conditions. To edit the quote conditions, select from the drop down lists the Trading Terms, Start Date and project Duration. If your preferred option does not appear in the list, you can add an option by clicking the edit button.

To update the default settings for items such as trading terms, exclusions and assumptions, go to your Profile > Quote Settings and Defaults.
To edit the quote exclusions, conditions and assumptions.

Final discounts and comments

You have an option to apply a discount to your quote. The client will see this itemised at the end of their quote and we find it gives you an advantage.

The discount is reflected as a %.

You can also write a personal note to the client that they will see at the end of your quote.

The client is presented with all 3 quotes at the same time in the same format.

They can view your directory information and the information / documents about your business that you have in your profile.

The clients click the down arrows to expand out any of the quote information

A client can communicate with you to ask questions before they make their final decision.

You have 24 hours to accept or decline the quote opportunity

If you accept and start quoting you have

• 7 days to finish and submit the quote for jobs estimated to be up to $100,000
• 10 days to finish and submit the quote for jobs estimated to be up 101k to $200,000
• 14 days to finish and submit the quote for jobs estimated to be up 201k and over

From time to time Fitout Builders may need to extend timelines.

If this occurs, you will be notified via email.

Registered Builders on Fitout Builders are automatically listed in the Fitout Builders directory. The information that appears here comes directly from your profile information.

To edit the information appearing in the directory you need to login and update your profile.

Click on your credentials in the top right of the screen and then select profile.

Here you can update your business information and edit the

short description

Once you have made your changes select Submit.

Any changes made will be verified by Fitout Builders before they appear on the Fitout Builders website.

From your dashboard you can add widgets that enables you to access quick and useful information and statistics at a glance. E.g. quotes won per month and total outstanding quotes.

To set up widgets on your dashboard, click on the blue FOB button in the bottom right bottom right of your screen and then click Manage Dashboard Widgets.

Select from the drop down menu the widgets you would like to add.

Select All to view all the available widgets. To turn widgets off, click Manage Dashboard Widgets where you can remove widgets by clicking on the x next to widget name.

You will pay the referral fee only when you have been selected as the preferred builder by the client.

Fitout Builders will send you a notification email that you are the preferred builder and this email will contain a link to process payment.

Note we do not hold credit card information on file.

To download copies of invoices go to ‘Settings’ tab and then Billing / Invoices

Here you will see your payment history.
You can search, print and download invoices.

The Notification Centre shows all of your account activity.

This includes emails sent to you, successful quotations and payments made.

The number next to your notifications tells you how many unread messages you have.

To mark notifications as read, you can tick them individually or select Mark all As Read.

Feel free to get in touch at any part of the process with any questions or concerns.

For general questions and non critical issues