The rates workbook

Settings, Pricing, the Import and export card. Press Download the template.

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1. 1Download the template, empty and ready to fill in
2. 2Export current rates, the same workbook with yours already in it
3. 3Import a workbook reads a filled file back

The file is called casework-rates-template.xlsx. Every sheet has its column names in row 1 and, in row 2, one line per column saying exactly what goes in it. Both rows stay frozen while you scroll.

Six rows, one setting each: tradesman per hour, apprentice per hour, GST percent, the uplift label a client reads, the uplift percent and the currency.

Percentages are whole numbers. Five means five percent.

The Key column is how Casework finds each row. Row 2 says so: Do not edit or delete this column.

This is the sheet the estimate is priced from. One row per rung you price, with four columns that matter: Tier is the name, Finish is the family it belongs to, Level is where it sits inside that family, and Rate per linear foot is the money.

Rungs that share a finish are sent to a client together as one range, so the family names have to match each other exactly.

Under the rungs, three settings: lighting per lit foot, how much of the uppers is lit as a percentage, and the full-height multiplier.

The Catalogue sheet prices the detailed proposal, not the ballpark. One row per priced part, grouped by Category and Block, each row carrying a Unit of linear_foot, square_foot or each, a Labour per unit and a Rate per unit.

A shop that wants to send estimates today can leave this sheet empty and come back to it. See The detailed catalogue for what it unlocks.

A cell you have no number for stays empty. Casework does not write a zero in for you, because a zero is a price and an empty cell is a question you have not answered yet. The Pricing tab names anything still missing.