Bill of Quantities
A user have three options to create a bill of quantities, They can create from takeoff, create from a template, or upload a BOQ. To create bill from takeoff by select the button in the billing application and search for specific project takeoff to convert, once takeoff project is selected, just click on "Create" button and the automatic abstracting and billing will happen immediately, the bill of quantities created will be open in the billing page.
The Create bill from template option can be used to create a bill of quantities from an existing bill of quantities without the need to carry out another taking off. This can be used for repetitive projects or where a the new project is similar to an existing one. To create from template user must select the option and select the project and the template from list and click on create, all the descriptions and values from the template are copied into the new document and the user can switch to edit mode to change quantities.
Upload
A bill of quantities can be uploaded using the "Upload" process, the upload document must be in the data and file format of the Sample template provided in Rapisurv, a user can download the template to work with. Bill items created with upload will be considered all custom.
Preliminaries and Rogue
In the Billing view there are three (3) tabs, the main tab contains the bill of quantities created from takeoff or template, there are the "Preliminaries" and "Custom" tabs. Here, the custom tab works exactly like it does on the takeoff view. The preliminaries tab is where user can add preliminaries to the bill of quantities, in the tab, user can use the "Insert standard list" to add a pre-defined list of common preliminaries items for the scope of works or a user can make their own selection by using the "Make own selection" button which allows a user to select from a list as needed.
Finalize
When the bill of quantities is complete and ready to proceed to other stages, the user must finalize the bill of quantities by clicking "Finalize" button and the status will change to "FINALIZED" this step will lock the bill of quantities from further changes. This step is a prerequisite for Estimating and Sharing of the bill.
Send Copy
The "Send copy" function is used to share the bill of quantities with other users in Rapisurv within or outside an organization. This feature comes in handy for a consultant or client sending bill to be priced to contractors, it eliminates all data entry work on the side of the recipients as they can create estimate directly in Rapisurv for their bid submission. the main contractor can also use the share bill feature to send a bill of quantities in whole or in part to their sub-contractors for pricing and bidding.
A shared bill receiver cannot share the same bill of quantities, but they can use it as a template to create a new bill to share.
Export
If there was a need to send the bill of quantities as a downloaded document, it can be downloaded in a spreadsheet or PDF using the "Export" button.
Create Estimate
A user can create an estimate from the Billing view by clicking "Create Estimate" button, this will create an estimate in the estimating application and automatically build rates for standard items based on user's pricing table.