The Alternate / Components List

At the very bottom of the project manager page, you’ll see the “Alternates and Components List” where you can create and edit new alternates and components for your project. We’ll talk about each one separately, but these are both essentially sub-sections of a project that have some special properties. They are very useful for organizing your reports and making them look professional.

Components-

I’ll start with components because they are a bit easier to understand. Components are basically a sub-section of your project that will be separated from the rest of the project on your proposal. Let’s say you are doing a kitchen and a bathroom remodel, you might make one component for the kitchen, and another for the bathroom. This way, you can separate the two sections on your reports rather than lumping all the parts for both rooms together. On the report, you’ll also see a sub-total for all the line items from that component. 

To create a new component, just click on “Add Component” to the right of the component list. This will bring up a new window where you can add parts to the component. This works just like adding parts to the project, except you are adding parts to the component instead of just generically to the project. Make sure you click on “Save” near the bottom of the screen to save that component. Then click “Close” to go back to the whole project. 

You’ll now see your component in the Alternate/Component List, and you’ll see all the parts you added to that component in the list of parts near the top of this screen, except the parts that are in a component will have a number like “C01” next to them that designate them as part of a component. You can click on a component in the list, then click “Edit” to open that component and edit the parts in that component. You can also click and hold the horizontal lines next to a component to change the order. This is a great feature because it allows you to tailor the order to the scope of work you are doing. 

Here is how a report might look if you were to separate your project into a Kitchen component and a Bathroom component (condensed for demonstration purposes).

GetProposal

Alternates-

Alternates are almost the exact same as components, instead, these parts will not be included in the entire project. Alternates are separated from the project and the cost of the alternate is not included in the cost of the project. 

For example, in the example we were using before with a Kitchen and Bathroom remodel, let’s say that the customer wants to see the price of a new deck, but doesn’t want it to be included yet. You would create an alternate for a deck and add all the parts you want for that deck into the alternate. On the report, this deck alternate will show up below the total project cost and indicate the total cost of the alternate (not line-by-line like the components are shown). 

If an alternate gets accepted, just click on it in the alternate/component list then change it’s status to “Accepted” in the top left of the screen. Then right above the status click “Component” to change the alternate to a component. Now it will show up on  your report (and included in the project cost) as any other component would.

Banner test

 

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12 Comments

  1. Brian

    Is there a way to see the components including the total with markups included?

    1. Alex Krull

      Hi Brian,

      When a project has components, it will automatically be broken down by component. On your report (proposal), you will see a total for each component, and then a grand total (including markup) at the end.

      Hope this helps!

  2. Benjamin J Connor

    When deleting or adding in new components, the components do not renumber themselves correctly. They often end up out of order on the proposal. Any chance you guys are working on a way to force the proposal to order the components based on it’s component number? And also the possibility to pick your own component number, or being able to select a component and move it up or down on the list like we can when adding parts?

    1. Alex Krull

      Hi Benjamin,

      Components will display on your proposal in the order that you create them. Anytime a component is deleted and added again, it will show up at the end of the component list, taking on a new number. Keep this in mind as it is important to create components in the order that they should display. I understand that the number in front of a component can become an issue because of this. A remedy that you might try, though, is to eliminate the numbers that show up in front of components. This way, if you have to move them around, the component numbers won’t matter. You can do this by heading up to Options > Preliminary or Formal > Hide Component ID.

      In the future, we do plan to allow the movement of components, that way you can tailor their order to fit your individual needs.

      I hope this helps!

  3. David

    I am adding a component but the wording is not showing up on the estimate, how do I get this to show up?

    1. Alex Krull

      Hi David – When you create your component, be sure to give that component a name as well as add parts to it. Once you do, you will see that component on your proposals. To do this, head into the component (Projects > Component). CLick “Add Part” to add parts to the component. Give the component a name by clicking the name box in the top right. Be sure to save when you are done.

      I have also reached out to you via email in case you are still having trouble.

  4. Kendall

    How do I move a component from the estimate to an alternate option? This is a critical function for me as the customers often change their minds about the scope of the project but still want pricing as an option/add-on.

    1. Alex Krull

      Hi Kendall. You can move an item from your estimate to an alternate. First, create an alternate (do so at the bottom of the Projects page). Then, select the line item(s) in question by checking the small box on the left side of the item(s). Then, hover over the two purple squares above those checkmarks and select “Move”. Select the alternate and click Ok.

      If you would like to convert a Component to an Alternate, click the edit button for the component in question. Then, select the Alternate tab (right next to where it says “Component”). Then, scroll down and hit Save. This will convert a component to an Alternate.

      Hope this helps!

  5. Greg Trowbridge

    How do I create a deductive alternate where parts are either dropped or replaced with other parts?

    1. Alex Krull

      Hi Greg. Thanks for the question. You can do this by treating the alternate like any other alternate. You’ll add parts for the scope of work. Then, as things change and update, you can remove those items and replace with new ones.

      For example:

      Original Estimate
      $500 for countertops
      Alternate to change to $800 countertops
      -$500 to remove original countertop estimate
      $800 to add new ones

      Hope this helps!

  6. Dino Molina

    how do you have a total price only, not broken down

    1. Alex Krull

      Hi Dino. Thanks for reaching out. You can remove component subtotals by heading to your Options page (top right of your screen) and then by clicking “Formal Proposal” or “Preliminary Proposal”. Then, uncheck the option to “Hide Component Sub-totals”. Be sure to save after making any changes. Then, head back to your proposal and take a look! I hope this helps!

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