Lift Quotations and Modernisation Proposals

Quotations for new lifts, repairs and modernisation work are built here from the survey already on file. Each one is followed until the society or builder decides.

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What a lift quotation carries

A quotation names what the buyer gets, in the wording your office already uses.

Lift specification

Load, speed, floors served, car finish, door type and the controller offered, drawn straight from the survey sheet. Nobody retypes it.

Scope of supply

What your company supplies and erects, and what the builder provides, such as the shaft, the power supply and scaffolding. Disputes usually start here.

Parts and labour

For a repair or a modernisation, the parts to be replaced and the labour days, each priced the way your office prices them.

Payment stages

The stages at which money falls due, from order to material arrival, erection and handover, as agreed with the buyer. Builders negotiate these hard.

Modernisation of an older machine

A modernisation proposal starts from what the survey found on the old lift. Controller replacement, a new door operator, rope renewal, car refurbishment and fresh button panels can each be offered alone or together. The proposal says which existing parts stay. Societies like to compare, so a second and a third version can sit against the same building without the first being lost.

Following a quotation to an order

Sent and seen

The quotation is marked sent, with the person it went to and the day an answer is expected.

Revisions

A revised version is kept beside the first. Both stay readable, so nobody argues about which figure was offered to the committee.

Order accepted

An accepted quotation opens the installation or repair job and carries the specification across. The buyer is already on file.

Closed without an order

A lost quotation closes with a reason, and the building stays on file for a later approach.

What this module leaves out

It sets no prices of its own, and your rate list is loaded at set-up
Tax treatment of supply and erection is for your accountant or advisor
It draws no shaft layout, which your draughtsman still prepares
Approval limits for a discount are settled with you before go-live

FAQ

Frequently asked questions

Can three options be offered to one society?

Yes. Several versions sit against the same building, and the committee can be sent whichever ones you choose.

Does a modernisation quotation reuse the survey?

Yes. The existing machine details and the shaft readings carry across, so the writer starts from recorded facts rather than memory.

How is a revised figure kept separate from the first?

Each revision is stored as its own version. That version keeps its issue date and the name of whoever sent it.

Can a quotation become a job without retyping?

Yes. Accepting it opens the installation or repair job with the specification, payment stages and building already filled in.

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