Tenders
Pricing a tender
In the Price step each line gets a rate from your past priced BOQs, with the project and date it came from. The owner, project managers and the QS / technical office price; others can read.
Step by step
- 1Press Price from past BOQs. Yumio matches each line to the closest past lines and saves the rates; the message below says how many were priced and how many still need a rate.
- 2Leave Ask AI about unclear lines ticked so the AI chooses between close matches. Its cost per 50 lines shows next to it.
- 3Lines missing? Add BOQ lines pastes them or reads the client's Excel or PDF; Preliminaries adds the preliminaries.
- 4Read the Rate from column: the past project, its date, any escalation, and how close the match is.
- 5Press a line to open it. Under Closest past lines press Use this on a better match, or type your own rate in Typed rate and press Save. Qty, Line discount % and Item type change the line too.
- 6Tick Checked on each line you have looked at, or press Mark all reviewed for every priced line.
What you see on the screen
- 7Close match (green) or Check (amber) under a rate says how closely the past line matched. AI means the AI chose it among close matches.
- 8+N% escalation: the past rate raised by the company's yearly escalation, from its date to today.
- 9Engineer to price: no past line matched. Type a rate for it.
More in this section: Tenders
New tenderStart a tender from its documents: pick how you'll price it, add the files or import an RFQ email, and Yumio fills in the details.
Tender filesAdd and remove a tender's documents, choose how each file is read, and write the scope of work the take-off and pricing follow.- Tender cardCheck the name, client, dates and terms Yumio read from the tender documents, type only what's missing, and confirm in one tap.
Whole-tender take-offLet the AI read all the tender's drawings and specifications together, follow each file's progress, and get draft BOQ lines to review.
Ask Yumio about the take-offCheck the take-off's draft lines, ask Yumio why a quantity is what it is or what was missed, apply its corrections, and approve.
Export and submit a tenderSet the quotation terms and markup, check the total and margin, download Excel or print the priced BOQ, and submit it as a revision.
Rate libraryKeep your past priced BOQs and price books in one library, search their rates, and set the yearly escalation tenders are priced with.
RFQ inboxSee the requests for quotation read from the company mailbox, register one as a tender with its documents, or dismiss it.
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