Phases and expenses
Split the fee by phase, add expenses and travel, and apply difficulty and contingency to reach the proposal total.
The Phases & expenses tab turns the chosen fee into a proposal total. The four numbers at the top: Chosen fee, Expenses + travel, Difficulty + contingency, and Proposal total.
Fee schedule by phase #
Each row is one phase of the fee, like a deposit, schematic design or construction administration:
- Phase: its name, as it will read in a proposal.
- Hours from: which estimator phase its hours compare with. These match the phase you give each section on the Hours tab.
- %: its share of the chosen fee.
- Amount: that share of the fee.
- Hours it buys: the amount divided by the blended rate.
- Estimated: the billable hours the estimator puts in that phase.
A red Hours it buys means the phase's share pays for fewer hours than you estimated. Move some percent to it, or cut the hours.
Click + Phase to add a row, or the remove button at the end of a row to drop one.
Make the phases add to 100% #
The card's corner says Sums to 100% when the shares add up. When they don't, it shows the total and a Scale to 100% link, which scales every share so they add to 100% and keep their proportions.
Expenses #
Click + Expense for each reimbursable or extra item, like printing. Each has a Title, a Description, and either Hours × Rate or a flat amount (or flat $). A flat amount, when there is one, is used instead of hours × rate.
Travel #
The Travel card prices site trips:
- Trips
- Drive hours / trip and Travel rate
- Miles / trip and $ per mile
- Tolls + parking / trip
Hours and miles are per round trip. Each trip costs the drive hours at the travel rate, plus the miles at the mileage rate, plus tolls and parking. The card's corner shows the travel total.
Difficulty, contingency and profit #
- Building & difficulty: a percent added to the fee, expenses and travel together, for a harder building or site.
- Contingency & profit: a percent added on top of that.
The table under them walks it through: Fee + expenses + travel, Difficulty, Contingency & profit, and the Proposal total.
The proposal total is the headline in the Professional services mode, and the design fee in design-build and self-development.