1. Job setup

Customer

Site address Miles from base

Work description

2. Planning

3. Works

4. Kit / vehicles / expenses

5. Setup / derig

6. Discounts

7. Compare plans

Compare different crew, days and pricing approaches. Generate suggested plans, then tweak each plan below.

8. Cost breakdown

Clear one-size-fits-all breakdown showing the selected plan, works, arisings, setup, kit, vehicles, expenses and costs.

Plain text cost breakdown

Temporary output before this becomes PDF/proposal generation.

Arisings matrix

Editable spreadsheet-derived tables for arisings generated, arisings removed, arisings handling time and access multiplier.

Time matrix

Editable spreadsheet-derived work-time tables for trees, hedges and tricky multiplier.

Kit / vehicle / expense matrix

Editable matrix showing when each kit or vehicle is required and the base setup/cost tables. Manual per-day expenses are edited on the Quote builder tab.

Setup / derig matrix

Editable yard/site setup and derig times. Kit and vehicle setup totals are added from the kit table.

Pricing / breakdown logic

Editable rates and pricing-type descriptions used to generate the internal breakdown and cost breakdown.

Quote output settings

VAT %Round quote to nearest £

Description prompt

Editable prompt used by the Magic button when generating the Project Background / work description.

Prompt

Proposal template

Edit the standard Project Proposal template used whenever Section 9 saves a quote. The client proposal is generated from the saved pricing page data.

Example project proposal

job_title

Prepared for:: Prepared for
Site address:: site_address
Prepared by:: Prepared by
Date:: Date
Quote code:: Quote code

This proposal has been assembled from the CRM, pricing and risk assessment workflow so the client receives a clear, consistent project document.

Project Background

Project background

Our Approach

This section shows how the proposal template can include method, sequencing, access and client-care wording without needing to rewrite every proposal by hand.

Confirm final access, parking, arisings handling and any sensitive site constraints before works begin.
Set up suitable exclusion zones, signage and ground protection where required.
Carry out the agreed tree works in a controlled, tidy and proportionate manner, referring to BS3998 where relevant.
Leave the site tidy, with arisings handled as described in the quote breakdown.

Scope of Works

The itemised scope below is pulled from the saved pricing quote. Tree names, hedge lengths, quantities, work types and other lines can all be carried into the proposal.

Scope of works list

Site and Programme Notes

Access / setup: site_access_notes

Programme: programme_notes

Linked risk assessment: risk_assessment_id

Cost:

Cost table

Full Cost Breakdown:

Please find a cost breakdown below. Please note: Times are estimates for internal use. Only the agreed scope will be carried out. Additional scope changes on the day should be agreed in writing and may be subject to additional costs.

Full cost breakdown

The exact hours and arisings are ballpark figures, but they are close enough estimates based on previous experience to quote from.

Assumptions and Exclusions

Any permissions, TPO checks, conservation-area constraints, road controls or neighbour access would be confirmed before live works.
Additional works requested after acceptance can be recorded as a variation and re-priced from the same system.

Booking

The booking section can capture client approval, preferred dates, a signature and a terms snapshot so the accepted scope and commercial position are recorded clearly.

Booking acceptance Terms and conditions

<section class="standard-cover proposal-section">
  <p class="proposal-kicker">Example project proposal</p>
  <h1>{{job_title}}</h1>
  <dl class="proposal-prepared-list">
    <div><dt>Prepared for:</dt><dd>{{client_address}}</dd></div>
    <div><dt>Site address:</dt><dd>{{site_address}}</dd></div>
    <div><dt>Prepared by:</dt><dd>{{prepared_by}}</dd></div>
    <div><dt>Date:</dt><dd>{{date}}</dd></div>
    <div><dt>Quote code:</dt><dd>{{quote_code}}</dd></div>
  </dl>
  <p class="cover-thanks">This proposal has been assembled from the CRM, pricing and risk assessment workflow so the client receives a clear, consistent project document.</p>
</section>
<section id="about-us" class="proposal-section standard-text-page">
  <h2>Project Background</h2>
  <p>{{project_background}}</p>
</section>
<section class="proposal-section standard-text-page">
  <h2>Our Approach</h2>
  <p>This section shows how the proposal template can include method, sequencing, access and client-care wording without needing to rewrite every proposal by hand.</p>
  <ul class="standard-bullets">
    <li>Confirm final access, parking, arisings handling and any sensitive site constraints before works begin.</li>
    <li>Set up suitable exclusion zones, signage and ground protection where required.</li>
    <li>Carry out the agreed tree works in a controlled, tidy and proportionate manner, referring to BS3998 where relevant.</li>
    <li>Leave the site tidy, with arisings handled as described in the quote breakdown.</li>
  </ul>
</section>
<section id="scope-of-works" class="proposal-section standard-text-page project-page">
  <h2>Scope of Works</h2>
  <p>The itemised scope below is pulled from the saved pricing quote. Tree names, hedge lengths, quantities, work types and other lines can all be carried into the proposal.</p>
  {{scope_list}}
  <h2>Site and Programme Notes</h2>
  <p><strong>Access / setup:</strong> {{site_access_notes}}</p>
  <p><strong>Programme:</strong> {{programme_notes}}</p>
  <p><strong>Linked risk assessment:</strong> {{risk_assessment_id}}</p>
</section>
<section id="cost" class="proposal-section standard-text-page breakdown-page">
  <h2>Cost:</h2>
  {{cost_summary}}
  <h2>Full Cost Breakdown:</h2>
  <p>Please find a cost breakdown below. Please note: Times are estimates for internal use. Only the agreed scope will be carried out. Additional scope changes on the day should be agreed in writing and may be subject to additional costs.</p>
  {{quote_breakdown}}
  <p>The exact hours and arisings are ballpark figures, but they are close enough estimates based on previous experience to quote from.</p>
</section>
<section class="proposal-section standard-text-page">
  <h2>Assumptions and Exclusions</h2>
  <ul class="standard-bullets">
    <li>Any permissions, TPO checks, conservation-area constraints, road controls or neighbour access would be confirmed before live works.</li>
    <li>Additional works requested after acceptance can be recorded as a variation and re-priced from the same system.</li>
  </ul>
</section>
<section id="book" class="proposal-section standard-text-page booking-page">
  <h2>Booking</h2>
  <p>The booking section can capture client approval, preferred dates, a signature and a terms snapshot so the accepted scope and commercial position are recorded clearly.</p>
  {{booking_acceptance}}
  {{terms_conditions}}
</section>