Material Loadouts

What Are Loadouts?

Loadouts are preset material kits for jobs you do regularly. Instead of adding materials one by one to every quote, create a loadout once and drop the whole kit into quotes with a single click.

Think of them as your go-to material packages — "Standard Bathroom Refit," "Basic Kitchen Installation," "Small Extension Loadout" — whatever jobs you repeat.

Creating a Loadout

1. Go to Materials → Loadouts
2. Tap + New Loadout
3. Give it a clear name — "En-suite Bathroom Kit"
4. Add a description if needed — "Materials for standard en-suite with shower"
5. Pick a category to group similar loadouts
6. Start adding materials from your catalogue:
7. Search for a material and set the quantity needed
8. Repeat for all materials in the kit
9. Hit Save

Example Loadouts

Garden Fence Panel Replacement:

• 6x Fence panels @ £35 each
• 6x Concrete posts @ £18 each
• 6x Gravel boards @ £12 each
• 1x Box of fixings @ £25
• 2x Bags of postcrete @ £8 each
• Total kit cost: £355

Kitchen Worktop Installation:

• 3x Worktop sections @ £120 each
• 1x Sink cut-out @ £45
• 2x End caps @ £15 each
• 1x Adhesive kit @ £25
• 1x Edge trim @ £35
• Total kit cost: £470

Using Loadouts in Quotes

When creating a quote, instead of adding materials individually, you can:

1. Tap Add Loadout
2. Pick from your saved loadouts
3. All the materials get added to the quote instantly
4. Adjust quantities if this job needs more or less
5. Add any extra materials not in the loadout

Turns a 10-minute quote into a 2-minute quote. The materials, quantities, and prices are all there — you just need to add labour.

Loadout Categories

Group your loadouts by trade or job type:

• Plumbing — boiler installs, bathroom refits, pipe repairs
• Electrical — rewires, socket installs, light fittings
• Carpentry — stud walls, built-in wardrobes, shelving
• Tiling — bathroom tiles, kitchen splashbacks, floor tiling
• Landscaping — fencing, decking, patio installs

Categories help you find the right loadout quickly when you're quoting similar jobs.

Updating Loadouts

Material prices change. Suppliers discontinue products. When your loadouts need updating:

1. Open the loadout you want to change
2. Update quantities, swap out materials, or adjust the kit
3. Save the changes

All future quotes using that loadout will use the updated version. Existing quotes stay as they were — no retrospective changes.

Tips for Better Loadouts

• Start with your most common jobs — the ones you do monthly
• Include a small wastage allowance — better to over-estimate slightly than run short
• Group by complexity — "Basic," "Standard," "Premium" versions of the same job type
• Review quarterly — check prices are still accurate and adjust for inflation

Loadouts save time and reduce errors. Set them up properly and quoting becomes a breeze.