Building a room-wise, work-type BOQ

Panzo builds your bill of quantities right inside the quotation, structured by room and by work type, so a big job stays organised instead of collapsing into one long list. This guide is for designers, presales and estimators pricing a fit-out.

The BOQ lives inside Quotations

There is no separate Estimates module to learn. Your BOQ is part of the quotation, so the scope you lay out, the lines you price and the totals the client sees are all one document. You open a quote and build the bill of quantities in place.

• Structure the job by area, then by work type under each area.
• Add priced product lines with quantity, UOM, rate, discount and tax.
• Use the built-in calculators to turn room dimensions into suggested lines.
• Regenerate a grouped material requirement for procurement planning.

Structure the job: areas and work types

Scope sits above pricing. A quotation breaks down into areas such as Kitchen or Master Bedroom, and each area holds work types such as Modular Kitchen or Wardrobe. You can pick these from your organisation's controlled lists (the Core Masters that administrators manage) or add a one-off custom row when a job needs something the masters do not cover.

Each area and work-type row keeps a name snapshot, so if someone later renames a master, an issued quote never silently changes. Rows carry a status of Active, Optional, Excluded or Cancelled, and scope is editable only while the quote is a draft or ready for review. You can also apply a full-home template to seed the common areas and work types in one click.

Priced lines and a reusable rate library

Under each work type you add product lines. Every line freezes the product and the price it was quoted at as a snapshot, so a later change to your catalogue or your rates never rewrites work you have already sent. The rates themselves come from your city-scoped, date-effective versioned price books, which is what keeps a BOQ reusable and consistent across quotes rather than re-typed each time.

Kitchen and wardrobe calculators

The built-in calculators help you generate suggested lines from dimensions. Enter the module measurements and the calculator proposes carcass, shutter, finish, countertop, hardware and installation lines with a quantity and a UOM hint. These are draft suggestions you review before applying.

1. Open the Calculators tab

   On a draft quote, choose the Kitchen or Wardrobe calculator and enter the room or module dimensions.

2. Review the suggestions

   Check the proposed lines. Panzo resolves each to a product from your catalogue, and flags any line where no default product or no price exists rather than inventing one.

3. Apply to the quote

   Applying creates real quote lines with the same product and price snapshot as any other line, and the totals and approval checks recalculate.

Material requirement for planning

Once the BOQ is priced, the Material (BOQ) tab converts your active line items into a grouped material requirement, combined by product, UOM and cost so you can see what the job needs for procurement planning. It is generated entirely from the quote's snapshots, so it reflects exactly what was quoted, and it reconciles to the quote's totals.