What is the quantified schedule of rates?
The quantified schedule of rates is a detailed, itemised breakdown of every component in your estimate. It shows individual items, their quantities, unit rates, and totals. This is the document that underpins your tender summary — every figure on the summary is built from these rates.
The schedule of rates is found on the right-hand side of the bills page (Stage 6).
Generating a quantified schedule of rates
- 1
Navigate to Stage 6 — Bills.
- 2
Select the Quantified Schedule of Rates option from the right-hand side of the screen.
- 3
Choose whether you want the schedule with or without a section breakdown:
- With section breakdown — items are grouped by section with subtotals for each area, matching the structure of your tender summary.
- Without section breakdown — all items are listed together in a single continuous schedule, without section headings or subtotals.
- 4
Click Preview and Export to generate the document in the preview window.
What the schedule of rates displays
The schedule of rates includes:
- Job information — the same header details as the tender summary (company branding, client name, job details)
- Item descriptions — the full description of each component, including any assemblies that have been expanded into their individual parts
- Quantities and units of measure — clearly stating whether items are measured per metre, per item, or per lot
- Unit rates — the selling rate per unit after all markup has been applied
- Line totals — the extended cost for each item (quantity multiplied by unit rate)
- Section subtotals — when generated with a section breakdown, subtotals appear at the end of each section
- Grand total — the overall total, which matches the total contract cost on your tender summary
The schedule of rates typically spans several pages. Use the navigation arrows in the preview window to review the entire document, ending at the grand total.
Always review the quantified schedule of rates before sending your tender. The tender summary is built entirely from these rates — if anything looks incorrect here, it will affect your summary figures. Checking the schedule is the best way to catch errors before they reach your client.
Sectioned vs unsectioned schedule of rates
| Option | Best used when |
|---|---|
| With section breakdown | You want the schedule to mirror the structure of your tender summary, with each area clearly separated and subtotalled |
| Without section breakdown | You need a single continuous list of all items — useful when the client requires a flat bill of quantities rather than a structured document |
Choose the option that matches what your client has requested or what is standard for the type of tender you are submitting.
Comment lines on the schedule
If you added any comment lines to items during the takeoff stage (using the comment line button), those comments appear on the quantified schedule of rates. This allows you to include notes or clarifications that your client can see alongside the relevant items.
Next steps
Once you have reviewed your schedule of rates, configure your document appearance via Bill Document Settings, or produce a complete tender package using Generating a Merged PDF.