Jobs New Site Survey
This page is being replaced by Site Survey + Jobs. It still works, but new customers/jobs should be created there instead.
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A2B Property Services — Estimate & Contract Generator

Enter the customer and job details once, then generate the customer-facing estimate text, your internal price breakdown, a formal Word estimate, and a matching Word contract — all built from the same data so nothing drifts between documents. Every estimate you generate is saved below, on this device, so you can track its status.

Customer & Job Database

Look up a customer saved from the Material Engine (or a previous estimate), and pull one of their jobs straight into the form below — no retyping.

Customer details

Job scope

These stay internal — they do not appear in the customer-facing estimate.
Waste disposal is already included in the exclusions row. Add anything else not covered here.

Scope of Works & Pricing

These rows appear directly in the Scope of Works table (Section 2) of both the Word estimate and the Word contract — service/item, description and cost per line, plus the total below.
Service / Item
Description
Est. Cost (£)
+ Add price line
Total estimated price £0.00

Contract details (used only in the Word contract)

The Scope of Works rows, total price and validity all come from the section above. The 50% / 25% / 25% payment stages are calculated from the total.
Customer-facing

Estimate text — paste onto your estimation sheet

Internal only

Price breakdown — your records

Saved estimates (stored on this device)

Saved estimates live on this device/browser only. Use "Export all" now and then to back them up or move them to another device.