We already have a spreadsheet that works. Why change?
Keep it — import it. The difference isn't arithmetic, it's memory. The spreadsheet
can't tell you what a wardrobe cost you last time, and it can't compare the quote
you sent to the money you've spent. If neither is a problem for you, stay where you are.
How long before we can quote from it?
Immediately — you can type free-text lines from the first minute. The compounding
comes from the library, which you build as you quote, or import from a price list
you already keep.
Will a price change today alter last year's project?
No. A BoQ snapshots what it was priced with. Updating your library never moves a
quote already sent, and an approved BoQ is frozen — changes after approval are
possible, but they're marked as changes so the client can see what moved.
Can the client see our margin?
Not from the proposal. Profit is distributed into the printed line rates rather than
shown as a row, so the contract figure is right and the margin isn't legible.
Internally your estimator still sees it broken out.
Can I stop the site team seeing our profit?
Yes, and it's two separate permissions rather than one. Someone can be shown what a
job has cost against its budget without being shown the margin on it, and a site
engineer can be given expense entry and nothing else at all.
Does it do inventory, payroll or accounting?
Deliberately not. CostMan is estimating and job costing. Each of those is a different
product with a different owner in the business — bolting them on is how the ERP
everyone abandoned got that way.