Marking up the bills 
Decide which Trades are needed for each bill/item, mark them, then generate the enquiry documents.
Trades (subcontractor resources) can be assigned to entire bills, blocks of items or individual bill items. You can assign as many trades as needed for the bill.
Selecting Export will generate a tender enquiry document for each invited subcontractor for a Trade.
Only the bills/items
marked up with that trade will be included in the invitation document. For example you may assign the Trade 'Plumber Work' to the Plumbing bill but also include additional individual items from the Roofing bill.
Add Trades - Select the Trade(s) for this bill, item or block of items. You can add new Trades if needed.
Edit Trade List - Allows you to change the Trades list for this item. There may be more than one.
Add Trades To Whole Bill - Add a selected trade to every rated item in the current bill
Edit Trades For Whole Bill - Amend the trades currently used in this bill
Markup Composite Item - Due to their specialist structure, composite items should be marked up separately. A warning is issued if composite items are found in a bill during markup. Use the Composite Item Markup function
Tips:
- To mark up each bill as quickly as possibly, simply assign Trade(s) to each bill in the summary view (bills shown on right in table). This assigns the trades to every rated item within the bill itself.
- To mark only a block of items, open the bill page, select the items (drag mouse) then right-click and select Add Trades.
Notes:
- Trades linked to items can be changed at any time (Amend Trade List)
- Trades can only be applied to bills that contain rated items (otherwise no trade names will appear in the Trade(s) column)