Fill this out on site, in as much detail as possible. It creates the customer and job record that pricing and the formal documents build on afterwards.
Existing customer?
Pick one to add a new job for them, or just fill in a new customer below.
Customer details
Services required
Tick what's needed — each one opens its own job details below to fill in, and gets a ready-to-go pricing link from the Jobs page afterwards.
Exclusions
Edit freely — only list what actually doesn't apply to this job. Applies to the whole job, not per service.
Editing the survey for — saving updates this job instead of creating a new one.
"Send to Estimate Engine" saves everything above, then automatically prices every service ticked in one go — the materials recipe for each shows below (Basic/Medium/Premium where relevant), with full workings kept here for your own reference only, never on customer documents. As soon as at least one service is priced you're taken straight to the Jobs page to pick a tier per service and proceed to the estimate. Anything Material Engine can't calculate from the shape entered (Octagon/Other, or missing depth/height) gets flagged below with its own "Price this one manually →" link instead.