From job scope to customer quote
Weld Works Hub follows a six-stage workflow designed to keep costing decisions separate from the customer-facing quotation.
Define the job
Add the customer, job location, estimate number, dates, work type, project description, inclusions, exclusions, schedule, warranty, and payment terms.
Build the direct cost
Enter materials with quantity, unit cost, waste, and material markup. Add labor by operation, number of workers, hours, and internal hourly rate.
Add job-specific costs
Include consumables, equipment, transport, travel, subcontractors, and other direct costs that would otherwise be easy to forget.
Account for overhead and risk
Apply overhead using the method that fits the business, then add contingency for uncertainty, access restrictions, rework exposure, or other job risk.
Set the selling price
Choose markup on cost or target profit margin. Review the break-even price, expected profit, margin, total labor hours, tax, discount, deposit, and balance.
Issue separate documents
Generate the confidential Internal Job Cost Sheet for the workshop and the Customer Quote for the client. The customer document excludes internal cost and profit details.
Markup and profit margin are not the same
A markup is added to cost. Profit margin measures profit as a percentage of the final selling price. Entering the same percentage in both methods produces different prices, so the estimator keeps the methods separate and labels the active method clearly.
| Method | What it is based on | Best used when |
|---|---|---|
| Markup on cost | A percentage added to calculated cost | The business prices work using a standard cost multiplier |
| Target profit margin | Profit as a percentage of the final selling price | The business manages work by required gross margin |
After the job
The Estimated vs Actual section can be used after completion to compare material cost, labor hours, additional costs, final customer revenue, actual profit, and profit leakage. This turns a quote into useful feedback for the next similar job.