Turns a Wunderbuild quote into a client-ready Inclusions Schedule — word for word, with no pricing except the provisional sums and the quotation total.
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How to use it
Read this once — it takes a minute and it is what keeps the schedules right.
Export the quote out of WunderbuildOpen the estimate, export the client proposal as a PDF and save it somewhere you can find it. Use the real exported quote — a scan or a photo of one will not read.
Drop it on the box belowDrag the PDF straight onto the drop area, or use Choose a PDF. Nothing is uploaded anywhere — the quote is read inside your own browser.
Check the extractEvery scope line is copied out of the quote word for word and grouped under the quote’s own headings. Under each box is the original quote wording; the moment you change a box it is marked Edited. so you can see what has moved away from the quote. Untick anything that should not go to the client.
Sort the provisional sumsEach provisional sum gets one wording block covering what it is and why it is provisional. It starts on Exactly as written in the quote; swap it for one of the saved templates when the quote’s own words will not do. The dropdown lists template titles because they are quick to scan — the title is only a label and is never printed, the wording shown underneath is what the client reads. Manage the templates lets Max, Don and Declan add, edit and remove them for everyone. Any amount the quote does not price on its own line is left blank and flagged amber — type it in.
Tidy the exclusionsWunderbuild often runs several exclusions into one line. Put the cursor where the line should break and hit Split at cursor to list them separately.
Download itDownload Inclusions Schedule (PDF) puts the finished schedule straight in your Downloads folder, named after the quote number and address.
What the tool will and will not do
It never rewords anything and never invents scope. If wording needs polishing, you do it on screen where the original is sitting right underneath.
It never shows a category total or a rate — the only figures on the schedule are the provisional sums and the quotation Sub Total, GST and Total.
Anything the quote does not say is left blank rather than guessed at.
Nothing is listed twice: a provisional sum appears in the Provisional Sums table only, and its heading in the inclusions just points at it.
Before you send it to a client
Read the amber notes at the top of the check screen — they name anything the quote left unclear.
Fill in any blank provisional sum amount.
Re-read every line marked Edited. against the quote wording under it.