Set up Quotify around the way your business prices

Use Profile, Company, Markets & Pricing, Rates & Plant and Workspaces as one setup sequence. Complete them before relying on generated quote defaults.

Add the name, job title, phone and city that colleagues should recognise. The sign-in email is account-controlled and cannot be edited here.

Keep the phone and city current so the team knows who owns the estimating decisions. These are account details, not a substitute for the client-facing company contact.

Choose language, timezone, preferred currency and date format. These settings reduce ambiguity in deadlines, reports and cross-market cost reviews.

Save only after the full setup pass. Changing a visible field without saving does not establish a durable account default.

Open the builder when you need branded quote and proposal layouts. Treat the saved template as part of document control, not decoration added after issue.

Select the closest EU SME band. It helps Quotify tailor templates, compliance assumptions and benchmarks to the scale of the business.

Choose the main vertical and enter years in business. Use the activity that best represents the work you price most often.

Enter a monitored company email, postal address and website. These feed quote portals and Scope of Work letterheads, so check spelling and ownership.

Leave blank to use Quotify’s default wording or add your approved company terms. Have material legal or payment wording reviewed before relying on it.

Save, then generate a test Scope of Work to confirm the letterhead, contact details and terms appear as intended.

Select every country where the business operates. Add markets only when you understand the associated tax, currency, standards and delivery implications.

The primary market drives default currency and compliance assumptions. Enter a realistic hourly labour baseline for that market, including the cost basis your estimators normally use.

Maintain separate Small, Medium and Premium profiles, then choose the one Fast Pass should use by default. A premium profile should reflect a genuine service or cost difference.

Use labour, material and plant multipliers for consistent company-wide adjustments. Avoid using them to conceal an incorrect base rate.

Keep these concepts separate. They protect different costs and risks, and combining them makes reporting and post-job learning harder.

Save the profile, create a non-urgent test Fast Pass and confirm that its labour and commercial totals reflect the chosen baseline.

This area holds reusable cost evidence. Estimators can still override it quote by quote when the project conditions justify a different rate.

Add only equipment the business prices regularly and enter a clear unit basis—such as day, week or item—so the allowance cannot be misread.

Use the starter set for common site plant, then add specialist equipment by a recognisable name. Review hire rates when suppliers or fuel costs change.

Understand the rule before adding rates: when a generated trade matches, Quotify uses your rate × quantity. The unit and scope definition therefore matter as much as the price.

Add the trades you price consistently, then check whether each is per m², metre, item, number, day or another unit.

Use a clear trade name, optional scope note, unit and all-in rate. Save the rate card separately so future Fast Pass estimates can use it.

Use Upload for a new CSV/XLSX and Manage to inspect the rows already mapped or awaiting review.

Provide a recognisable name and price column. Unit, category, supplier and currency improve matching and reduce ambiguous rows.

Choose Materials, Labour or Plant before uploading. Do not mix incompatible rate types in one file unless the source structure clearly separates them.

Confirm row count, currency, import date and Active status. An uploaded file does not influence Fast Pass until the required mappings are confirmed and active.

Open this tab whenever you belong to more than one business or are checking which company context is active.

Confirm the business name, role and Active indicator before editing company-specific settings or creating a quote.

The logo is stored privately for that workspace and appears in supported branded outputs. Use a clear PNG, JPEG or WebP no larger than 2 MB.

Select the correct file, then upload it. Generate a test report to check legibility, spacing and contrast at normal document size.

Delete only when the workspace should return to unbranded output or the asset is being replaced. Check the active workspace first.

Save the completed account setup and run one test Fast Pass plus one test report before using the defaults on urgent live work.