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Display name

Office

This sets which quotes and pricing you’ll see by default.

What would you like to do?

Choose a function to get started.

Build a Quote is an interim tool for pricing work ahead of the full 21D OS quoting module. Quotes here are working documents only — no customer records, approvals, or automatic project creation.

What are we quoting?

Select one or more technologies to build, or load an existing quote to amend it.

Type

Quote

Formal pricing to send to the customer

Estimate

Ballpark pricing, working document only

Mode

Guided

Step through spec questions, then build

Expert

Skip spec questions, go straight to the builder

System spec

Answers cascade into the builder to filter products.

Customer & property details

These appear on the customer-facing quote PDF. Your own details and the quote reference are pulled through automatically.

Quote ref: — Prepared by: —

Customer name

Property address

Phone (optional)

Email (optional)

Tiers:

Tier 1 UK Greentech · City Plumbing · Midsummer

Tier 2 Wolseley · Segen · Failte Solar · Go Geothermal

Local Turnbull · James Hargreaves · Duftons

OEM Zehnder · Lindab · Daikin · LONGi

Rebate:

R Midsummer · Enstall · NIBE · UK Greentech · Turnbull

Account:

Live

At risk

On stop

Search across all suppliers to find the best price

Try samsung 12kw, PUZ-WZ50VAA, vaillant 10kw or 250L cylinder

Paste materials from a quote

One item per line: manufacturer code, qty — e.g. 8000012323, 2. Code and quantity can also be separated by a space or “x”. We'll match each code, pick the best price, and split into pending POs by supplier.

Pipeline value

£1,306,401

↑ 12% vs last month

Quotes sent

↑ 8 vs last month

Avg quoted margin

38.2%

↑ 1.4pp vs last month

Win rate

24%

↓ 3% vs last month

Accepted value

£312,540

23 quotes accepted

Branch breakdown

Daventry40

Norwich16

Newark25

Crawley11

Other2

Quote status

Quotation62

Sent17

Estimate18

Accepted23

Lost2

Value per branch

Daventry£539k

Norwich£189k

Newark£200k

Crawley£244k

Other£134k

Value per technology

Solar PV£758k

ASHP£458k

MVHR£9.7k

UFH / EV£80k

Branch performance

Volume, value & margin — this month

Branch	Quotes	Total sell	Avg margin	Accepted	Win rate	Accepted value
Daventry	40	£539,344	36.4%	9	22.5%	£121,460
Newark	25	£199,798	38.8%	7	28.0%	£55,943
Crawley	11	£244,340	36.9%	3	27.3%	£66,969
Norwich	16	£188,881	31.2%	2	12.5%	£23,610
Cambridge	2	£31,985	39.1%	1	50.0%	£15,993
York	5	£52,114	24.8%	1	20.0%	£10,423
Group total	94	£1,306,401	38.2%	23	24.5%	£312,540

Recent quotes

Showing 15 quotes · click a ref to open the property record

Quote ref	Date	Branch	Status	Technology	Customer	Margin %

Showing

Saved quotes

—

Owned by the signed-in user

Total quoted value

—

Across the quotes shown

Average quote

—

Mean saved sell value

Average margin

—

Calculated from saved items

Last updated

—

Most recently amended quote

Saved Cost Compass quotes

Showing 0 real quotes · click Open to continue editing

Loading your real quotes…

Update the master catalogue

Upload the complete master pricing workbook. This is the only supported catalogue upload and it will be used to repopulate supplier pricing across Cost Compass.

Admin only. The workbook must contain a worksheet named Prices and the agreed master columns. Individual supplier files are not accepted.

Required workbook:
• Excel .xlsx file
• Worksheet named Prices
• Supplier, Category, Manufacturer, Description, Manufacturer Code, Product ID/Code and Price columns
• Complete catalogue, not a partial supplier update

Master pricing workbook

Drag and drop the master workbook here, or click to browse

.xlsx only — up to 20MB

Notes (optional)

Validating and publishing the master catalogue. Keep this page open until a result is shown.

Latest supplier batches

Supplier	File	Rows	Uploaded	By	Status
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